达意隆公告称，公司2024年8月计划投资不超2.5亿元对部分厂房进行改扩建。在实施过程中，为满足生 产需求和发展规划，对方案调整优化，投资额度拟由2.5亿元增至3.5亿元。2月5日，第九届董事会第十 一次会议审议通过该议案。本次增加投资在董事会审批权限内，不构成关联交易和重大资产重组。增加 投资将提高场地使用和生产能力，虽增加成本，但不影响正常经营。项目存在进度、成本、市场需求等 风险，公司将积极防控。 ...

格隆汇2月3日丨达意隆(002209.SZ)在投资者互动平台表示，公司在印度及全球市场与多家行业知名企 业建立了业务合作关系。 ...

Group 1: Market Outlook and Strategy - The domestic capital expenditure growth is expected to slow down in 2026, but structural opportunities remain, prompting the company to actively explore domestic market expansion and seize capacity expansion opportunities in niche markets [2][3] - In international markets, regions such as Southeast Asia, South Asia, Africa, and the Middle East are experiencing rapid increases in per capita beverage consumption, which the company aims to leverage for expanding international orders and improving order quality [2][3] Group 2: Production Capacity and Operations - The company currently has sufficient orders, and after the completion of factory expansion projects, it plans to enhance assembly efficiency through scientific production scheduling and lean manufacturing to meet delivery demands [3][4] - As of the first half of 2025, the revenue from the company's OEM (Original Equipment Manufacturer) business accounted for 6.05% of total revenue, primarily involving the production of PET preforms, bottled beverages, and daily chemical products [3] Group 3: Currency and Risk Management - The majority of overseas orders are settled in USD, with RMB and other currencies used for regional transactions; the company monitors exchange rate fluctuations and may engage in foreign exchange hedging to manage risks [3] - The payment performance of major clients in India is currently good, with no significant default risks reported [3] Group 4: Technology and Innovation - There is no straightforward substitution logic between dry and wet sterilization processes; the choice of technology depends on the product characteristics and production needs of clients [4] - The initial investment for dry sterilization lines is slightly higher than that for wet sterilization lines, but cost comparisons are highly dependent on customized client requirements [4]

Company and Industry Summary Industry: Liquid Food Packaging Machinery Key Points from the Conference Call - **Company Performance Forecast**: New Meixing has projected a net profit attributable to shareholders of 118 million to 138 million yuan for 2025, representing a year-on-year growth of 160.76% to 204.96% [1]. The non-recurring net profit is expected to be between 114 million and 134 million yuan, with a year-on-year increase of 174.55% to 222.71% [1]. - **Q4 Performance Expectations**: For Q4 2025, New Meixing anticipates maintaining high growth, with a net profit attributable to shareholders expected to be between 39 million and 59 million yuan, reflecting a year-on-year growth of 113.65% to 224.61% [1]. The non-recurring net profit for Q4 is projected to be between 37 million and 57 million yuan, with a year-on-year increase of 57.83% to 143.18% [1]. - **Market Demand Insights**: The significant growth in New Meixing's 2025 performance indirectly indicates a robust demand for liquid product packaging equipment since the beginning of 2025. It is anticipated that core downstream categories such as bottled water and carbonated beverages may replicate the historical high growth of China's beverage industry [2]. - **Capital Expenditure Trends**: There is an expectation of sustained capital expenditure from local enterprise groups and international leading companies, which is likely to support ongoing demand in the liquid food packaging machinery sector [2]. - **Shareholder Actions**: Dali Long announced a pre-disclosure of share reduction by a shareholder holding over 5%, with Shenzhen Lefeng Investment, holding approximately 8.15%, planning to reduce its stake by up to 5.9707 million shares, not exceeding 3% of the total share capital from February 27, 2026, to May 26, 2026 [2]. - **Market Sentiment**: The reduction of shares by Dali Long's shareholder is viewed as a negative factor; however, there is optimism regarding the company's future performance and growth in overseas orders [2].

Industry and Company Summary Company: 新美星 (New Meixing) Key Points - New Meixing forecasts a net profit attributable to shareholders of 118 million to 138 million yuan for 2025, representing a year-on-year growth of 160.76% to 204.96% [1] - The company expects a non-net profit of 114 million to 134 million yuan for 2025, with a year-on-year increase of 174.55% to 222.71% [1] - For Q4 2025, New Meixing anticipates a net profit of 39 million to 59 million yuan, reflecting a year-on-year growth of 113.65% to 224.61% [1] - The projected non-net profit for Q4 2025 is estimated at 37 million to 57 million yuan, with a year-on-year increase of 57.83% to 143.18% [1] Industry: Liquid Food Packaging Machinery Core Insights - The strong performance forecasted by New Meixing indicates a robust demand for liquid product packaging equipment in 2025, suggesting a potential revival of high growth in core downstream categories such as bottled water and carbonated beverages, similar to historical trends in China's beverage industry [2] - Continued capital expenditure from local enterprise groups and international leading companies is expected to support this growth trajectory [2] Company: 达意隆 (Dayilong) Key Points - Dayilong's shareholder, Shenzhen Lefeng Investment, which holds approximately 8.15% of the company, plans to reduce its stake by up to 5.97 million shares, not exceeding 3% of the total share capital, between February 27, 2026, and May 26, 2026 [2] - The reduction in shareholding is viewed as a negative event; however, there is optimism regarding the company's future performance and growth in overseas orders [2]

Key Highlights - Tianqi Co., Ltd. participated in financing for Galaxy General Robotics, acquiring up to 0.38% equity [1] - Hualan Vaccine has no vaccine products available for the prevention of Nipah virus [1] - Aisen Co., Ltd. plans to invest 2 billion yuan to build an integrated circuit materials manufacturing base in East China [1] - Beixin Road and Bridge won a contract for a project worth 1.221 billion yuan [1] - Yongding Co., Ltd. expects a net profit increase of 225.66% to 388.48% in 2025 [1] - Puxin Co., Ltd. intends to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Huatai Medical has repurchased 0.7202% of its shares [1] - Dayi Long plans to reduce its stake by no more than 3% [1] - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [1] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [1] Project Investments - Nord Co., Ltd. plans to invest 168 million yuan to upgrade production line equipment for Qinghai Electronics [1] - Aisen Co., Ltd. is set to invest 2 billion yuan in a manufacturing base for integrated circuit materials [1] Contract Awards - Jintanglang Co., Ltd. won a contract for the interior decoration and weak current intelligent engineering of a new hotel project [1] - Beixin Road and Bridge secured a contract worth 1.221 billion yuan [1] - Huakang Clean won a project worth 54.88 million yuan [1] Earnings Forecasts - New Meixing Co., Ltd. expects a net profit growth of 160.76% to 204.96% in 2025 [1] - Hongxin Electronics anticipates a net profit of 110 million to 150 million yuan in 2025, a year-on-year increase of 93.61% to 164.01% [1] - Yongding Co., Ltd. forecasts a net profit increase of 225.66% to 388.48% in 2025 [1] - Zhenlei Technology expects a net profit increase of 529.64% to 642.26% in 2025 [1] - Ningbo Fubang anticipates a net profit growth of 3099.59% to 4379.43% in 2025 [1] Share Acquisitions - Puxin Co., Ltd. plans to acquire a 5% stake in Liyuan Fluororesin for 240 million yuan [1] - Yingxin Development intends to acquire 60% equity in Changxing Semiconductor [1] Share Buybacks - Jingji Zhino has repurchased 5.438 million shares [2] - Huatai Medical has repurchased 0.7202% of its shares [2] Share Reductions - Baida Precision plans to reduce its stake by no more than 2% [2] - Dayi Long intends to reduce its stake by no more than 3% [2] - Zhishang Technology's Liu Dongsheng and Liu Dongli plan to reduce their stakes by no more than 3% [2] - Shichuang Securities' City Power plans to reduce its holdings by no more than 27.245 million A-shares [2] - Pianzaihuang's Jiulongjiang Group plans to increase its holdings by 300 million to 500 million yuan [2] Other News - Dongcai Technology's actual controller and vice chairman, Xiong Haitao, has been detained [2] - Jingpin Special Equipment has been banned from participating in procurement activities for military supplies for three years [2] - Yichang Technology's actual controller, Xiong Haitao, is under investigation and has been detained [2]

格隆汇1月27日丨达意隆(002209.SZ)公布，深圳乐丰投资管理有限公司计划自本公告披露之日起15个交 易日后的3个月内（即2026年2月27日至2026年5月26日）以集中竞价交易方式和大宗交易方式减持公司 股份不超过5,970,700股，不超过公司总股本的3%。 ...

新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 | | | 1月27日上市公司盘后增持情况 | | --- | --- | --- | | 1 | 片仔癢 | 控股股东九龙江集团拟3亿元-5亿元增持公司股份 | | | | 1月27日上市公司盘后拟减持情况 | | 1 | 达意障 | 股东乐丰投资拟减持不超3%股份 | | 2 | 东方雨虹 | 控股股东李卫国拟减持不超3.00%股份 | | 3 | 视觉中国 | 实际控制人廖道训等拟合计减持不超过1.85%公司股份 | | 4 | 恒邦股份 | 股东恒邦集团及其一致行动人拟合计减持不超1%股份 | | 5 | 百达精工 | 股东杭州重湖拟合计减持不超2.00%股份 | | 6 | 傲农生物 | 股东拟合计减持不超1%股份 | | 7 | 复洁科技 | 实际控制人及其一致行动人拟减持不超过1% | | 8 | 索姜股份 | 股东高新投集团拟减持不超3%股份 | | | | 1月27日上市公司盘后增持情况 | | --- | --- | ...

（记者 曾健辉） 每经头条（nbdtoutiao）——从极寒测试到万套装车！半固态电池今年有望搭载多款新车：各大厂商摩 拳擦掌，动力电池技术迎来迭代年 每经AI快讯，达意隆1月27日晚间发布公告称，持有广州达意隆包装机械股份有限公司股份约1623万股 （占公司总股本比例约为8.15%）的深圳乐丰投资管理有限公司，计划自本公告披露之日起15个交易日 后的3个月内（即2026年2月27日至2026年5月26日）以集中竞价交易方式和大宗交易方式减持公司股份 不超过约597万股，不超过公司总股本的3%。 ...

致。 特别提示： 持有广州达意隆包装机械股份有限公司（以下简称"公司"）股份 16,229,200 股（占公司总股本比例约为 8.15%）的深圳乐丰投资管理有限公司计划自本公告 披露之日起 15 个交易日后的 3 个月内（即 2026 年 2 月 27 日至 2026 年 5 月 26 日）以集中竞价交易方式和大宗交易方式减持公司股份不超过 5,970,700 股，不 超过公司总股本的 3%。 公司于近日收到深圳乐丰投资管理有限公司（以下简称"乐丰投资"）出具 的《减持股份计划告知函》，现将有关情况公告如下： 一、股东的基本情况 （一）股东名称：深圳乐丰投资管理有限公司 证券代码：002209 证券简称：达意隆 公告编号：2026-002 广州达意隆包装机械股份有限公司 关于持股5%以上股东减持股份的预披露公告 深圳乐丰投资管理有限公司保证向本公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 （二）股东持股情况：截至本公告披露日，乐丰投资持有公司股份数量为 16,229,200 股，占公司总股本的比例约为 8.15%；其 ...