证券日报网讯美盈森（002303）11月14日发布公告，在公司回答调研者提问时表示，目前海外业务总体 竞争格局较稳定。公司由于出海较早具有一定的先发优势，加之在产品研发设计、服务、多区域布局等 综合优势，具有一定的竞争优势。目前来看，公司所在海外区域行业集中度相对要高一些。 ...

证券日报网讯美盈森（002303）11月14日发布公告，在公司回答调研者提问时表示，海外业务主要以收 美元为主。公司密切关注汇率波动情况，并根据公司外币业务收入占比及币种等实际情况，与银行充分 沟通及开展结汇，尽可能降低汇率波动对公司的影响。同时，公司也加大了对外币业务收入占比增加带 来的汇兑损益波动应对措施的研究力度，不排除后期做一些风险对冲工作的可能性。 ...

Core Viewpoint - The company Meiyingsen (002303) has reached a settlement with Zheshang Bank (601916) regarding a financial contract dispute, with the agreement currently being executed [1] Group 1 - The major shareholder of the company and Zheshang Bank reached a settlement last year concerning a financial business contract dispute [1] - The settlement agreement includes full payment of the amount due in 2025, which has already been completed, and orderly payments for the amount due in 2026 are ongoing [1] - The company expects to complete the payments within the agreed timeline of the settlement [1]

证券日报网讯美盈森（002303）11月14日发布公告，在公司回答调研者提问时表示，近年来，公司跟随 客户，加强了海外布局。这两年，海外业务快速增长，推动了公司稳健发展。公司的目标是争取国内业 务稳健发展，海外业务快速发展。如果海外市场拓展不达预期，将对公司发展目标达成有一定影响。 ...

Core Viewpoint - The company emphasizes localized procurement of raw materials for its overseas factories, indicating a strategy to mitigate the impact of raw material price fluctuations on its operations [1] Group 1: Raw Material Procurement - The company primarily sources raw materials locally for its overseas factories [1] - Recent fluctuations in raw material prices have been noted, but the overall changes have been minor [1] Group 2: Pricing Strategy - In the event of significant raw material price volatility, the company engages in negotiations with clients to adjust product prices [1] - New pricing will take into account cost variations to alleviate operational impacts [1]

Group 1 - The core viewpoint of the article highlights that Meiyingsen (SZ 002303) announced an investor research meeting scheduled for November 13, 2025, where the company’s board secretary Liu Huifeng and others will participate to address investor inquiries [1] - For the first half of 2025, Meiyingsen's revenue composition shows that the paper products sector accounted for 96.57%, other businesses for 3.28%, and the food industry for 0.15% [1] Group 2 - The article also mentions a trend in the banking sector where banks are reportedly selling properties at significantly reduced prices, with some properties being sold at half price, indicating a high demand for these "used" properties [1]

Group 1: Domestic Business Overview - The distribution of domestic downstream customers shows that the consumer electronics sector accounts for approximately 40%, while furniture and home appliances together account for about 25%. The automotive and new energy vehicle supply chain accounts for around 15% [3] - Other sectors include liquor, medical devices, food and beverage, health products, express packaging, and label and electronic functional material die-cut products [3] Group 2: Overseas Operations - The company has six factories in Vietnam, Thailand, Malaysia, and Mexico, with additional capacity available for expansion based on market demand [4] - Compared to local competitors, the company has strong advantages in product quality, service, R&D design, and customer resources, enabling it to meet global supply chain management needs effectively [4] Group 3: Market Challenges and Risks - The packaging industry has relatively low barriers to entry, but leading companies possess significant competitive advantages in R&D, product quality, customer resources, and service [5] - The company faces risks if overseas market expansion does not meet expectations, which could impact overall development goals [7] Group 4: Pricing and Profitability - Product pricing is determined by considering costs and customer demands for design and service [7] - The company has developed higher value-added customers and reduced low-margin orders, contributing to overall profit improvement [8] Group 5: Financial Health and Future Plans - The company aims for stable domestic growth and rapid overseas business growth in 2026 [7] - Cash dividends are emphasized as an important way to return value to shareholders, with future amounts depending on operational and financial conditions [8]

Group 1 - The company, Meiyingsen Group Co., Ltd., announced its participation in the "2025 Annual Online Collective Reception Day for Investors" organized by the Shenzhen Securities Regulatory Bureau and other entities [1] - The event is scheduled to take place on November 20, 2025 [1] - The initiative aims to enhance interaction and communication with investors [1]

美盈森集团股份有限公司 关于参加 2025 年度深圳辖区上市公司 投资者网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 关于参加 2025 年度深圳辖区上市公司投资者网上集体接待日活动的公告 证券代码：002303 股票简称：美盈森 公告编号：2025-038 特此公告。 美盈森集团股份有限公司董事会 2025 年 11 月 12 日 1 为进一步加强与投资者的互动交流，美盈森集团股份有限公司（以下简称"公 司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公司协会 与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资者网 上集体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。 届时公司董事长兼总裁王治军先生、独立董事刘纯斌先生、财务总监袁宏贵 先生、副总裁兼董事会秘 ...

Core Insights - The company reported a total revenue of 1,051,450,150.93 yuan for the third quarter of 2025, representing a year-on-year decline of 4.04% [1] - The net profit attributable to shareholders of the listed company was 84,031,165.43 yuan, showing a year-on-year increase of 22.52% [1] Financial Performance - Revenue for Q3 2025: 1,051.45 million yuan, down 4.04% year-on-year [1] - Net profit for Q3 2025: 84.03 million yuan, up 22.52% year-on-year [1]