（文章来源：证券日报） 证券日报网讯 1月28日，美盈森在互动平台回答投资者提问时表示，公司正持续加强海外业务拓展力 度，有关公司经营情况及发展规划，请关注公司公告。 ...

证券之星消息，1月23日包装印刷板块较上一交易日上涨2.29%，康欣新材领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。包装印刷板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600076 康欣新材 | | 1.09 Z | 28.74% | -4797.35万 | -12.61% | -6140.62万 | -16.14% | | 600210 | 紫江企业 | 5688.85万 | 13.21% | -748.23万 | -1.74% | -4940.62万 | -11.47% | | 601968 | 宝钢包装 | 2107.28万 | 14.16% | -1645.98万 | -11.06% | -461.31万 | -3.10% | | 002303 | 美盈森 | 1440.46万 | 14.46% | -1160.90万 ...

Investment Rating - The report provides a "Buy" rating for several key stocks in the financial and manufacturing sectors, including China Resources Land and Nanjing Bank, among others [12][19][53]. Core Insights - The report highlights the financial and manufacturing industries' investment outlook for January 2026, emphasizing the need to focus on companies with strong fundamentals and growth potential amid economic pressures [6][8][10]. - It identifies specific sectors such as real estate, non-bank financials, banking, new energy, machinery, military industry, light industry, and environmental protection as areas of interest for investment [8][10][21][32][36][43]. Summary by Sector Real Estate - The real estate sector faces increasing downward pressure, necessitating policy easing. Key companies like China Resources Land are highlighted for their strong operational capabilities and cash flow stability [11][12][53]. Non-Bank Financials - The non-bank financial sector is expected to benefit from policy support and high market trading volumes, with companies like New China Life Insurance showing strong growth potential [16][17][53]. Banking - The banking sector is viewed positively, with a focus on large banks and city commercial banks, particularly Jiangsu Bank, which is noted for its attractive valuation and growth prospects [18][19][53]. New Energy - The new energy sector is at a turning point, with companies like Sungrow Power Supply and Slin Smart Drive recommended for their growth potential in solar and energy storage technologies [21][23][53]. Machinery - The machinery sector is encouraged to focus on AI and robotics, with companies like Hengli Hydraulic and Ding Tai High-Tech identified for their growth opportunities in traditional and emerging markets [25][30][31][53]. Military Industry - The military sector is expected to see growth from military-to-civilian transitions and military trade, with AVIC Xi'an Aircraft Industry Company highlighted for its potential in the domestic and international markets [32][34][53]. Light Industry - The light industry is advised to focus on overseas manufacturing and new consumer opportunities, with companies like Yingke Medical and Meiyin Sen noted for their growth in international markets [36][40][53]. Environmental Protection - The environmental sector is poised for growth through overseas expansion and rising metal prices, with companies like Weiming Environmental and Ice Wheel Environment recommended for their strong market positions [43][48][51][53].

Investment Rating - The report maintains a positive outlook on the paper and light industry sectors, highlighting high dividend safety margin assets and companies with strong growth potential [1][2]. Core Insights - The report emphasizes the importance of focusing on high dividend safety margin assets in the packaging and home furnishing sectors, benefiting from the appreciation of the RMB and the expected decrease in paper procurement costs [2][4]. - It identifies key companies in the packaging sector such as Yongxin Co., Yutong Technology, Huawang Technology, and Meiyingsen, as well as home furnishing leaders like Kuka Home, Mousse, Oppein, and Sophia [2][4]. - The paper industry is expected to benefit from rising wood pulp prices and seasonal demand, with companies like Sun Paper, Nine Dragons Paper, and Bohui Paper being highlighted for their potential [2][4]. - The report also discusses the export sector, noting the impact of RMB appreciation and the importance of supply chain and brand expansion for companies like Jiangxin Home, Yongyi Co., Jiayi Co., and Zhongxin Co. [2][4]. Summary by Sections Packaging Sector - The packaging industry is characterized by a mature competitive landscape, with leading companies reducing capital expenditures and demonstrating advantages in overseas markets [5][6]. - Yongxin Co. is noted for its stable high dividend policy and strong performance in soft packaging and film business, with a dividend rate of 84% to 81% from 2020 to 2024 [5]. - Yutong Technology has expanded its global supply chain, enhancing its operational efficiency and increasing its dividend rate to 70% by 2025 [6]. - Huawang Technology is positioned well in the decorative paper market, with expectations of improved profitability due to limited new supply and rising demand [7]. - Meiyingsen is recognized for its strategic overseas expansion and high dividend yield, with a focus on emerging markets [8]. Home Furnishing Sector - The home furnishing industry is experiencing accelerated consolidation, with a positive outlook driven by supportive real estate policies and improving consumer confidence [9][10]. - Companies like Kuka Home and Sophia are expected to benefit from the increasing demand for home renovation and the implementation of "old-for-new" policies [10][23]. - The report highlights the importance of retail capabilities and supply chain improvements for companies to enhance their market share and profitability [23][24]. Paper Industry - The paper industry is anticipated to see a recovery in demand and pricing, supported by strong control over production by overseas pulp mills [11][13]. - Companies such as Sun Paper and Nine Dragons Paper are expected to benefit from the stabilization of pulp prices and improved supply-demand dynamics [11][13]. - The report notes that the industry has been at a low point for several years, but a mid-term recovery is expected as demand gradually increases [11][13]. Export Sector - The export sector is influenced by the global economic environment, with a focus on companies that are expanding their international presence and brand recognition [14][15]. - Jiangxin Home is noted for its innovative product offerings and strong growth in customer numbers, while Yongyi Co. is positioned to capitalize on the growing demand for ergonomic chairs [15][16]. - Jiayi Co. is recognized for its strategic expansion in the insulated cup market, while Zhongxin Co. is highlighted for its growth potential in the pulp molding sector [16][17]. Pet Products Sector - The pet products sector is experiencing robust growth, with companies like Yiyi Co. and Yuanfei Pet benefiting from strong export performance and brand development [18]. - Yiyi Co. is expected to see significant revenue growth due to its acquisition strategy and strong sales performance [18]. - Yuanfei Pet is noted for its rapid growth in the domestic market and expansion of its product offerings [18]. Light Industry Sector - The report emphasizes the importance of monitoring changes in the light industry, with companies like Anfu Technology and Jianlin Home focusing on strategic acquisitions and technological advancements [19][20]. - Anfu Technology is expected to enhance its profitability through increased ownership in Nanfeng Battery and expansion into new business areas [19]. - Jianlin Home is transitioning towards smart robotics, leveraging its existing technology and market position [20].

Investment Rating - The report maintains a positive outlook on the paper and light industry sectors, highlighting high dividend yield assets and companies with strong growth potential [1][2]. Core Insights - The report emphasizes the importance of focusing on high dividend yield assets in stable industry segments, particularly in packaging and home furnishing sectors [5][10]. - The appreciation of the RMB is expected to lower procurement costs in the paper industry, with price increases in wood pulp and seasonal demand supporting paper prices [2][12]. - The report identifies key companies for investment, including packaging leaders like Yongxin Co., Yutong Technology, and home furnishing brands such as Kuka Home and Mousse [2][10]. Summary by Sections 1. Weekly Insights - Short-term focus on high dividend yield assets in stable packaging companies and leading home furnishing brands [5][6]. - Anticipated benefits from RMB appreciation leading to lower procurement costs in the paper industry [5][12]. - Recommendations for companies with strong export capabilities and potential for brand development [5][15]. 2. Industry Perspectives Packaging - The packaging industry is stabilizing, with leading companies reducing capital expenditures and maintaining high dividend payouts [6][7]. - Yongxin Co. is noted for its strong position in soft packaging and high dividend rates [6]. - Yutong Technology benefits from global supply chain advantages and is expected to increase its dividend payout [7]. Home Furnishing - The home furnishing sector is expected to see valuation recovery driven by supportive real estate policies and improving consumer confidence [10][11]. - Companies like Kuka Home and Mousse are highlighted for their strong market positions and potential for growth [10][11]. Paper Industry - The paper industry is entering a recovery phase with stabilizing prices and improved demand dynamics [12][14]. - Companies such as Sun Paper and Nine Dragons Paper are positioned to benefit from these trends [12][14]. Export Sector - The report highlights the importance of global supply chain strategies and brand development for companies in the export sector [15][16]. - Companies like Jiangxin Home and Yongyi Co. are noted for their strong export capabilities and market positioning [15][16]. Pet Products - The pet products sector is experiencing growth with strong domestic brands and international expansion [19]. - Companies like Yiyi Co. and Yuanfei Pet are recommended for their robust growth potential [19]. Light Industry - The report discusses the strategic changes in light industry companies, focusing on mergers and acquisitions to enhance growth [20]. - Companies like Anfu Technology and Jianlin Home are noted for their innovative approaches and market positioning [20][21].

证券日报网讯12月29日，美盈森（002303）在互动平台回答投资者提问时表示，公司主要客户覆盖消费 电子、家具家居、家用电器、汽车及新能源汽车产业链、电动手提式工具、白酒、医疗用品、食品饮 料、电商物流、快递速运等多个行业。 ...

证券之星消息，12月26日包装印刷板块较上一交易日上涨0.5%，嘉美包装领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。包装印刷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) | | | --- | --- | --- | --- | --- | --- | --- | | 002969 | 嘉美包装 | 9.79 | 10.00% | 2.59万 | | 2534.13万 | | 002752 | 营兴股份 | 8.81 | 9.99% | 123.09万 | | 10.38亿 | | 000659 | 珠海中富 | 3.53 | 9.97% | 71.48万 | | 2.46亿 | | 920274 | 宏裕包材 | 42.30 | 9.02% | 10.80万 | | 4.26亿 | | 301355 | 南土科技 | 16.15 | 5.28% | 44.01万 | | 6.79亿 | | 002735 | 王子新材 | 17.48 | 2.94% | 71.64万 | | 12.27亿 | ...

资料显示，美盈森集团股份有限公司位于广东省深圳市光明新区光明新陂头村美盈森厂区A栋，成立日 期2000年5月17日，上市日期2009年11月3日，公司主营业务涉及运输包装产品、精品包装产品、标签产 品及电子功能材料模切产品的研发、生产与销售,并为客户提供包装产品创意设计、结构设计、包装方 案优化、包装材料第三方采购与包装产品物流配送、供应商库存管理以及现场辅助包装作业等包装一体 化深度服务。主营业务收入构成为：轻型包装产品57.54%，第三方采购35.96%，其他(补充)3.28%，重 型包装产品3.07%，食品行业0.15%。 截至9月30日，美盈森股东户数5.56万，较上期增加7.13%；人均流通股17405股，较上期减少6.66%。 2025年1月-9月，美盈森实现营业收入30.00亿元，同比增长1.92%；归母净利润2.60亿元，同比增长 18.93%。 分红方面，美盈森A股上市后累计派现27.29亿元。近三年，累计派现12.76亿元。 12月19日，美盈森涨2.30%，成交额1.02亿元。两融数据显示，当日美盈森获融资买入额560.87万元， 融资偿还1110.11万元，融资净买入-549.24万元 ...

Core Viewpoint - Meiyingsen (002303) announced that its subsidiary, Shenzhen Jinzhi Cai, has been named as a defendant in a defamation lawsuit, with the case yet to be heard, leading to uncertainty regarding the impact on the company's profits [1] Group 1 - The company has received a notice of response from the Futian Court regarding the lawsuit [1] - The lawsuit is related to a defamation dispute, indicating potential reputational risks for the company [1] - The financial implications of the lawsuit remain uncertain until the court proceedings commence [1]

Core Viewpoint - The lawsuit involves Meiyingsen's acquisition of Shenzhen Jinzicai Cultural Creative Co., Ltd., with allegations of audit malpractice against the auditing firm, Daxin, and its affiliates [1][2]. Group 1: Lawsuit Details - The lawsuit was initiated by Ouyang Xuan, a former shareholder of Jinzicai, who holds 20.57% of the company's shares, and Tibet Xintiandi Investment Partnership [1]. - The defendants include Daxin Accounting Firm and its Shenzhen branch, along with several individuals associated with the firm and Jinzicai [1]. - The plaintiffs claim that the defendants engaged in serious violations of auditing procedures, including false records and misleading statements, which have severely harmed the plaintiffs' legal rights [2]. Group 2: Claims and Requests - The plaintiffs request a court ruling to confirm that Daxin violated auditing standards and that their audit report is invalid [2]. - They seek a formal apology from Daxin and its affiliates, as well as a public statement in national newspapers to rectify the negative impact on Jinzicai's reputation [2]. Group 3: Background Information - Meiyingsen acquired 70% of Jinzicai in 2013 for 287 million yuan, with a profit commitment of at least 55.77 million yuan for 2015 [3]. - The actual audited net profit for Jinzicai in 2015 was a loss of 10.19 million yuan, failing to meet the profit commitment [3]. - Jinzicai faced tax issues, resulting in fines totaling 3.6455 million yuan and additional tax payments of 7.3629 million yuan, primarily occurring before Meiyingsen's acquisition [3].