中顺洁柔公告称，公司第六届董事会第十七次会议审议通过《关于公司回购股份方案的议案》。公司将 通过集中竞价交易方式回购部分股票，回购资金总额6000万元 - 1.2亿元，回购股份用于后期实施员工 持股计划或股权激励计划。 ...

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。 证券代码：002511 证券简称：中顺洁柔 公告编号：2025-14 中顺洁柔纸业股份有限公司 第六届董事会第十七次会议决议公告 内容详见公司在指定信息披露媒体巨潮资讯网（http://www.cninfo.com.cn） 上披露的《关于公司回购股份方案的公告》（公告编号：2026-13）。 1 三、备查文件 经与会董事签字并加盖董事会印章的第六届董事会第十七次会议决议。 特此公告。 一、董事会会议召开情况 中顺洁柔纸业股份有限公司（以下简称"公司"）第六届董事会第十七次会 议通知于 2026 年 2 月 23 日以短信等方式通知全体董事，并于 2026 年 2 月 24 日以通讯方式召开。本次会议应到董事 9 名，实到 9 名，全体董事以通讯方式出 席，全体高级管理人员列席本次会议。本次会议符合《中华人民共和国公司法》 及《公司章程》的有关规定，表决所形成决议合法、有效。会议由公司董事长杨 裕钊先生主持。 二、董事会会议审议情况 本次会议经过投票表决，一致通过如下议案： 会议以 9 票同意、0 票反对、0 票弃 ...

中顺洁柔（002511）(002511.SZ)公告，公司拟使用自有资金以集中竞价交易方式回购部分公司已发行 的普通股(A股)股票，回购股份将用于后期实施员工持股计划或股权激励计划的股份来源。本次回购资 金总额不低于6000万元(含)，不超过1.2亿元(含)，回购价格不超过12.4元/股(含)。本次回购股份的实施 期限为自公司董事会审议通过本次回购方案之日起12个月内。 ...

Investment Rating - The report indicates a positive investment outlook for the home furnishing and paper industries, with specific recommendations for companies with high dividend safety margins and growth potential [3][5]. Core Insights - The home furnishing sector is at a valuation bottom, with real estate policies expected to catalyze upward valuation movements. Industry consolidation is accelerating, and companies like Gujia Home, Sophia, and Oppein are highlighted for their strong dividend safety margins [3][5]. - In the paper industry, short-term stability in boxboard prices is noted, with an optimistic mid-term supply-demand balance expected to enhance industry profitability. Companies like Nine Dragons Paper are recognized for exceeding performance expectations [3][5]. - Bull Group is positioned for steady recovery in its traditional business due to improving real estate and consumer sentiment, while new business areas such as overseas expansion and smart lighting present growth opportunities [3][5]. - Consumer sentiment is rebounding, with a focus on personal care growth stocks like Baiya, Dengkang Dental, and Zhongshun Jierou [3][5]. Summary by Sections Home Furnishing - The home furnishing sector is experiencing a valuation bottom, with real estate policies likely to improve market sentiment and demand. The increase in second-hand housing transactions is expected to support the demand side, leading to a long-term expansion of the industry [5][6]. - The report emphasizes the acceleration of industry consolidation since 2025, with mid-tier companies exiting the market and capital entering leading firms, enhancing industry concentration [6][16]. - Companies to watch include Gujia Home, Sophia, Oppein, Mousse, and Xilinmen, which are expected to benefit from valuation recovery [5][6]. Paper Industry - The report notes that boxboard prices are stable in the short term, with an anticipated improvement in the supply-demand structure that could enhance profitability in the mid-term. Companies like Sun Paper and Nine Dragons Paper are highlighted for their strong positions [3][5]. - The report suggests monitoring the potential impact of anti-involution policies and demand changes, which could contribute to cyclical elasticity in the paper sector [7][8]. - Specific recommendations include focusing on companies with integrated supply chains and significant cost advantages, such as Sun Paper and Nine Dragons Paper [7][8]. Bull Group - The Bull Group is expected to see steady recovery in its traditional business due to improving real estate and consumer sentiment. The company is also expanding into new areas such as smart lighting and renewable energy, which are anticipated to drive growth [10][11]. - The report highlights the company's competitive advantages in product, channel, and supply chain management, which are expected to support stable growth in 2026 [10][11]. Consumer Goods - The report indicates a rebound in consumer sentiment, with a focus on personal care growth stocks. Companies like Baiya, Dengkang Dental, and Zhongshun Jierou are noted for their potential in the market [13][14].

Investment Rating - The report maintains a positive outlook on the home furnishing and paper industries, indicating potential for valuation recovery and growth opportunities [3][5]. Core Insights - The home furnishing sector is at a valuation bottom, with real estate policies expected to catalyze upward valuation movements. Industry consolidation is accelerating, with a focus on companies with high dividend safety margins such as Gujia Home, Sophia, and Oppein [3][5]. - In the paper industry, short-term stability in corrugated box prices is noted, with an optimistic mid-term supply-demand balance expected to enhance industry profitability. Companies like Nine Dragons Paper are highlighted for exceeding performance expectations [3][5]. - Bull Group is positioned for steady recovery in its traditional business due to improving real estate and consumer sentiment, while new ventures in overseas markets, smart lighting, and renewable energy are opening growth avenues [3][5]. - Consumer sentiment is rebounding, with a focus on personal care growth stocks such as Baiya, Dengkang Dental, and Zhongshun Jierou [3][5]. Summary by Sections Home Furnishing - The sector is experiencing a valuation bottom, with real estate policies likely to improve market sentiment and demand. The increase in second-hand housing transactions is expected to support home furnishing demand, leading to a long-term expansion of the industry [5][6]. - The ongoing consolidation in the industry is pushing mid-tier companies out, while capital from industrial players is entering leading home furnishing firms, enhancing market concentration [5][6]. Paper Industry - Short-term price stability in corrugated boxes is observed, with a potential mid-term improvement in supply-demand dynamics expected to boost profitability. The report emphasizes the importance of integrated supply chains and cost advantages in companies like Sun Paper and Nine Dragons Paper [7][9]. - The report suggests that the paper industry is nearing a bottom, with cost structures supporting price stability and potential for upward movement in demand [7][9]. Bull Group - The company is expected to benefit from improving real estate conditions and consumer sentiment, with traditional business lines poised for recovery. New business areas such as smart lighting and renewable energy are anticipated to contribute to growth [11][12]. Consumer Goods - The report highlights a rebound in consumer sentiment, with a focus on personal care companies that are expected to show growth potential. Companies like Baiya and Dengkang Dental are noted for their promising performance in 2026 [14][15]. Packaging Industry - The report discusses the performance of overseas packaging companies, with Ball Corporation and Amcor showing strong results. Ball's revenue for FY25 reached $13.2 billion, a 12% increase year-on-year, while Amcor's revenue for FY26H1 was $11.2 billion, a 70% increase [15][16].

证券日报网讯 2月11日，中顺洁柔在互动平台回答投资者提问时表示，公司高度重视每一位股东的声 音，始终将所有股东的利益放在首位，致力于为股东创造更多价值。 （文章来源：证券日报） ...

Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The paper industry is experiencing a stable supply-demand balance, with leading companies implementing price increases. For instance, the average price of whiteboard paper has risen by 14 RMB/ton, while major players like Nine Dragons have raised prices for various paper types by 30-50 RMB/ton, with further increases planned for March [2][3] - The pulp inventory has increased to 146,400 tons, with a slight decrease in futures closing price to 5,244 RMB/ton. Despite short-term price fluctuations, the supply-demand balance remains tight, alleviating cost pressures on paper product profitability [2][12] - The industry is undergoing a green transformation, supported by policies promoting low-carbon initiatives. Leading companies are adopting renewable energy practices, indicating a clear trend towards "greening, scaling, and securing" the industry [2][9] Summary by Sections Industry News - Nine Dragons has announced price increases for corrugated paper and recycled paper across its eight bases, effective February 2, with further adjustments planned [3][4][5][6][11] High-Frequency Data - The pulp futures market shows a slight increase in inventory and a decrease in closing prices, indicating a stable market environment [12] - Domestic paper prices are generally stable, with specific increases noted in whiteboard paper due to reduced production from smaller mills [20] Company Events and Announcements - Zhejiang Jingxing Paper Industry has been recognized as one of the top 500 innovative enterprises in Zhejiang Province, highlighting its strong innovation capabilities [25][26] - Guangxi Jin Gui Pulp and Paper has successfully launched a new production line, enhancing its capacity and market reach [28] Investment Strategy - The current phase of the industry is characterized by "profit recovery and long-term growth." It is recommended to focus on companies with pricing elasticity and those benefiting from policy support. The strategy includes monitoring price adjustments and production halts among leading companies [32]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 二、回购股份的实施情况与回购股份方案不存在差异的说明 中顺洁柔纸业股份有限公司（以下简称"公司"）第六届董事会第八次会议审议通过了《关于公司回购股 份方案的议案》，公司拟使用自有资金以集中竞价交易方式回购公司部分已发行的人民币普通股（A 股）股票，回购股份将用于后期实施员工持股计划或股权激励计划的股份来源。本次回购资金总额不低 于人民币3,000万元（含），不超过人民币6,000万元（含），回购价格不超过人民币9.77元/股（含）。 按照回购资金总额的上下限及回购价格上限9.77元/股（含）计算，预计回购股份数量约为3,070,625股 至6,141,248股，具体回购股份数量以回购实施完毕或回购期限届满时实际回购的股份数量为准。本次回 购股份的实施期限为自公司董事会审议通过本次回购方案之日起12个月内，即2025年4月2日起至2026年 4月1日止。内容详见公司在选定信息披露媒体《证券时报》《证券日报》《上海证券报》《中国证券 报》及巨潮资讯网（http://w ...

证券日报网讯 2月9日，中顺洁柔发布公告称，公司回购方案已实施完毕，累计通过集中竞价回购 2714.88万股，占总股本2.11%，成交总额约2.076亿元；回购价6.01元/股-8.69元/股，资金来自自有及自 筹。2300万股已过户至第四期员工持股计划，剩余414.88万股存于专用账户，36个月内未使用将注销。 （文章来源：证券日报） ...

（记者 王晓波） 每经AI快讯，中顺洁柔2月9日晚间发布公告称，截至本公告披露日，公司通过股份回购专用证券账户 以集中竞价交易方式累计回购公司股份约2715万股，占公司目前总股本的2.11%，其中，最高成交价为 8.69元/股，最低成交价为6.01元/股，成交总金额约为2.08亿元。 每经头条（nbdtoutiao）——美国名校毕业刚回国，26岁"金少"空降成董事长和总经理，父母隐退！A股 多位"00后"执掌要职，"不负投资者"成重大考验 ...