| 主要会计数据 | 2024年 | 2023年 | 本期比上年 同期增减 | 2022年 | | --- | --- | --- | --- | --- | | | | | (%) | | | 营业收入 | 726, 772, 397. 32 | 665, 364, 083. 98 | 9.23 | 928.088.633.34 | | 扣除与主营业务 无关的业务收入 | | | | | | 和不具备商业实 | 719, 946, 087. 80 | 663.694.545.01 | 8. 48 | 924.854.501.95 | | 质的收入后的营 | | | | | | 业收入 | | | | | | 归属于上市公司 | -235, 619, 847. 04 | -236.931.005.82 | 不适用 | -277, 224, 556. 74 | | 股东的净利润 | | | | | | 归属于上市公司 | | | | | | 股东的扣除非经 | -223, 195, 985. 05 | -236, 108, 981. 87 | 不适用 | -279.637.445.74 | | 常性损益的净利 ...

Group 1 - The core viewpoint of the article highlights the growth in the number of enterprises in the paper and paper products industry in China, with a total of 8,107 enterprises reported from January to July 2025, marking an increase of 190 enterprises or 2.4% year-on-year [1] - The proportion of the paper and paper products industry enterprises in relation to the total number of industrial enterprises stands at 1.56% [1] - The data indicates a shift in the criteria for scale enterprises, with the threshold for annual main business income raised from 5 million yuan to 20 million yuan since 2011 [1] Group 2 - The report referenced is the "2025-2031 China Paper Industry Market Survey Research and Development Prospects Report" published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [2] - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and market acumen [2]

据证券时报·数据宝统计，9月4日，从收盘涨停板封单量看，首开股份、太平洋、胜利精密排名前三，依次有45.85万手、34.46万手、31.85万手；另有步步 高、安正时尚、美邦服饰、天际股份封单量居前，均在20万手以上。 从连续涨停天数看，宏裕包材斩获4连板；安正时尚实现3连板；首开股份、美邦服饰、通润装备等均实现2连板。 宏裕包材上半年实现营收3.21亿元，同比增长5.54%；归母净利润1221万元，同比增长147.37%；经营活动现金流也明显改善，从-185万元增长至1.23亿 元。公司表示，净利润增长源于彩印复合包装产品销量增加带来的收入增长，以及产品和客户结构变化致使毛利率上升；而扣非净利润大幅增长显示出公 司核心业务盈利能力增强，盈利质量提升。 以封单金额计算，12股封单资金均超过1亿元。安正时尚、天际股份均逾2亿元；济民健康、楚天龙、爱仕达、步步高、太平洋、通润装备随后，均在1.6 亿元及以上。 今日12股封单资金均超过1亿元。 涨停战场： 2股封单资金均超2亿元 天际股份上半年实现营收10.68亿元，同比增长19.16%；归母净利润为亏损5236.08万元。公司从事锂电池产业相关，主要产品为固体六 ...

证券之星消息，9月4日造纸板块较上一交易日上涨0.86%，松炀资源领涨。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。造纸板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603863 | 松炀资源 | 19.51 | 9.98% | 22.22万 | 4.16亿 | | 002067 | 置示能补 | 5.08 | 9.96% | 469.85万 | 23.47亿 | | 603165 | 荣晟环保 | 13.10 | 4.72% | 20.02万 | 2.63亿 | | 600356 | 恒丰纸业 | 10.10 | 2.85% | 15.24万 | 1.53亿 | | 605007 | 五洲特纸 | 12.15 | 2.70% | 3.64万 | 4410.08万 | | 600793 | 宜宾纸业 | 24.34 | 2.53% | 8.23万 | 2.02亿 | | 600308 | 华泰股份 | 3.69 | 2 ...

Core Viewpoint - Songyang Resources (603863) reported a narrowing loss in its 2025 mid-year financial results, with total revenue declining significantly year-on-year [1] Financial Performance - Total revenue for the first half of 2025 was 223 million yuan, a decrease of 37.22% compared to 355 million yuan in 2024 [1] - The net profit attributable to shareholders was -45.7 million yuan, an improvement of 23.86% from -60.0 million yuan in the previous year [1] - In Q2 2025, total revenue was 120 million yuan, down 43.24% year-on-year, while net profit attributable to shareholders was -27.7 million yuan, up 26.23% [1] Profitability Metrics - Gross margin was -5.89%, a decline of 39.63% from -4.22% in the previous year [1] - Net margin was -20.64%, down 21.93% from -16.93% [1] - Total selling, administrative, and financial expenses amounted to 31.2 million yuan, accounting for 13.99% of revenue, an increase of 9.8% year-on-year [1] Asset and Cash Flow Analysis - Cash and cash equivalents decreased by 47.23% to 13.1 million yuan [1] - Accounts receivable fell by 18.03% to 15.8 million yuan [1] - Interest-bearing liabilities decreased by 12.98% to 433 million yuan [1] - The company reported a negative operating cash flow per share of -0.1 yuan, an increase of 42.7% from -0.18 yuan [1] Historical Performance - The company's historical median Return on Invested Capital (ROIC) is 9.41%, with the worst year being 2024 at -19.82% [3] - The company has reported losses in three out of five years since its listing, indicating a fragile business model [3] Financial Health Indicators - The cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 2.49% [4] - The interest-bearing debt ratio has reached 35.57%, with negative average operating cash flow over the past three years [4] - Financial expenses have been consistently negative in the last three years [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603863 公司简称：松炀资源 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 □适用 √不适用 第三节 重要事项 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 公司应当根据重要性原则，说明报告期内公司经营情况的重大变化，以及报告期内发生的 ...

证券代码：603863 证券简称：松炀资源 公告编号：2025-038 二、监事会会议审议情况 会议审议并以记名投票方式表决通过了会议议案，作出以下决议： 公司根据企业的经营情况编写了公司《2025 年半年度报告》及其摘要，内 容依据充分、适当，真实公允。 监事会审核认为：公司 2025 年半年度报告是实事求是、客观公正的，公允 地反映了公司半年度的财务状况和经营成果，我们同意公司半年度报告的内容， 保证本报告所载资料不存在任何虚假记载、误导性陈述或重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。同意通过本议案。 表决结果：同意票 3 票，反对票 0 票，弃权票 0 票。 特此公告。 广东松炀再生资源股份有限公司 监事会 广东松炀再生资源股份有限公司 第四届监事会第十七次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、监事会会议召开情况 广东松炀再生资源股份有限公司（以下简称"公司"）于 2025 年 8 月 19 日以书面方式向全体监事发出了以现场表决方式召开第四届监事会第十七次会 ...

Core Viewpoint - The report highlights the financial performance and operational challenges faced by Guangdong Songyang Recycle Resources Co., Ltd. in the first half of 2025, indicating a significant decline in revenue and ongoing losses due to market conditions and industry competition [1][9]. Company Overview and Financial Indicators - The company reported a total revenue of approximately 222.62 million yuan, a decrease of 37.22% compared to the same period last year [2][14]. - The total profit for the period was a loss of approximately 45.95 million yuan, an improvement from a loss of 60.02 million yuan in the previous year [2][9]. - The net assets attributable to shareholders decreased by 12.94% to approximately 405.21 million yuan [2][9]. - The total assets of the company were approximately 1.21 billion yuan, down 7.09% from the previous year [2][9]. Industry Context - The paper and paper products industry in China experienced a profit decline of 21.4% in the first half of 2025, with total profits amounting to 17.57 billion yuan [3][4]. - The industry faced challenges such as overcapacity and weak downstream demand, leading to negative sales margins [9][10]. - The shift towards green and low-carbon production methods is becoming crucial for survival and competitiveness in the paper industry [4][10]. Main Business Operations - The company specializes in the research, production, and sales of environmentally friendly recycled paper, focusing on high-strength corrugated paper and specialty paper [4][5]. - The production capacity includes an annual output of 180,000 tons of high-strength corrugated paper and 1 billion square meters of specialty paper [5][6]. - The company has established a strong market presence in the eastern Guangdong region, particularly in the packaging and logistics sectors [4][11]. Financial Performance Analysis - The operating costs decreased by 36.21% to approximately 235.75 million yuan, reflecting efforts to manage expenses amid declining revenues [14]. - Research and development expenses were reduced by 43.33% to approximately 5.32 million yuan, indicating a strategic focus on cost management [14]. - The company continues to face challenges with negative gross margins, necessitating further operational adjustments and strategic initiatives [9][10].

广东松炀再生资源股份有限公司2025 年半年度报告摘要 公司代码：603863 公司简称：松炀资源 广东松炀再生资源股份有限公司 广东松炀再生资源股份有限公司2025 年半年度报告摘要 第一节 重要提示 展规划，投资者应当到 http://www.sse.com.cn 网站仔细阅读半年度报告全文。 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 不适用 第二节 公司基本情况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简称 A股 上海证券交易所 松炀资源 603863 无 联系人和联系方式 董事会秘书 证券事务代表 姓名 林指南 王维楷 电话 0754-85311688 0754-85311688 广东省汕头市澄海区凤翔街道 广东省汕头市澄海区凤翔街道 办公地址 海围片区风雅西路西北侧 海围片区风雅西路西北侧 电子信箱 gdsyrr@sypaper.cn gdsyrr@sypaper.cn 单位：元 币种：人民币 本报告期末比上年度末 本报告期末 上年度末 增减(%) 总资产 1,210,070,856.85 1,302,416,813.07 -7.09 ...

证券代码：603863 证券简称：松炀资源 公告编号：2025-037 广东松炀再生资源股份有限公司 第四届董事会第二十三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 二、董事会会议审议情况 会议审议并以记名投票方式表决通过了会议议案，作出以下决议： 公司根据企业的经营情况编写了公司《2025 年半年度报告》及其摘要，内 容依据充分、适当，真实公允。 表决结果：同意票 7 票，反对 0 票，弃权 0 票。 本议案已于本次董事会召开前经公司第四届董事会审计委员会第十次会议 审议通过。 公司 2025 年半年度报告及摘要详见上海证券交易所网站(www.sse.com.cn)。 特此公告。 广东松炀再生资源股份有限公司 一、董事会会议召开情况 广东松炀再生资源股份有限公司（以下简称"公司"）于 2025 年 8 月 19 日以邮件、书面方式向全体董事发出了以现场结合通讯表决方式召开第四届董事 会第二十三次会议的会议通知及相关议案。2025 年 8 月 29 日，公司以现场结合 通讯表决方式召开了第四届董事会第 ...