本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 特别提示： 证券代码：002585 证券简称：双星新材 公告编号：2025-030 江苏双星彩塑新材料股份有限公司 关于变更回购股份用途并注销的公告 1、变更回购股份用途：江苏双星彩塑新材料股份有限公司拟将 2022 年回购股份用 途由"用于员工持股计划或股权激励"变更为"用于注销并减少公司注册资本"。 2、拟注销股份数量：本次变更用途并注销的股份共计 6,106,100 股，占公司当前总 股本的比例约为 0.53%。 3、本事项尚需提交公司股东会审议。 江苏双星彩塑新材料股份有限公司（以下简称"公司"）于 2025 年 8 月 12 日召开 第六届董事会第二次会议审议通过了《关于变更回购股份用途并注销的议案》。为提高 公司长期投资价值，提升每股收益水平，进一步增强投资者信心，且回购专用证券账户 回购股份存续时间即将期满三年，公司拟将存放于回购专用证券账户中的 6,106,100 股 回购股份的用途由"用于员工持股计划或股权激励"变更为"用于注销并减少公司注 册资本"，并按规定办理股份注销、工商变更登记等相关手续 ...

江苏双星彩塑新材料股份有限公司 章 程 江苏双星彩塑新材料股份有限公司 二〇二五年八月 1 目 录 第一章 总则 第二章 经营宗旨和范围 第三章 股份 第四章 股东和股东会 第五章 董事和董事会 第六章 总经理及其他高级管理人员 第七章 财务会计制度、利润分配和审计 第八章 通知和公告 第九章 合并、分立、增资、减资、解散和清算 第十章 修改章程 第十一章 附则 2 第一节 股份发行 第二节 股份增减和回购 第三节 股份转让 第一节 股东的一般规定 第二节 控股股东和实际控制人 第三节 股东会的一般规定 第四节 股东会的召集 第五节 股东会的提案与通知 第六节 股东会的召开 第七节 股东会的表决和决议 第一节 董事的一般规定 第二节 董事会 第三节 独立董事 第四节 董事会专门委员会 第一节 财务会计制度 第二节 内部审计 第三节 会计师事务所的聘任 第一节 通知 第二节 公告 第一节 合并、分立、增资和减资 第二节 解散和清算 第一章 总则 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和行为， 根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券法》 （以下简称《证券 ...

证券代码：002585 证券简称：双星新材 公告编号：202 5-0 3 1 江苏双星彩塑新材料股份有限公司 关于召开公司 2025 年第二次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 江苏双星彩塑新材料股份有限公司（以下简称"公司"）第六届董事会第二次会议 审议通过了《关于召开 2025 年第二次临时股东会的议案》，决定于 2025 年 8 月 28 日 15:00 时召开 2025 年第二次临时股东会（以下简称"股东会" 或"会议"），现将本次会议 相关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第二次临时股东会 2、股东会召集人：公司董事会 3、会议召开的合法、合规性：召开本次股东会的议案经公司 2025 年 8 月 12 日召 开的第六届董事会第二次会议审议通过，符合有关法律、行政法规、部门规章、规范 性文件和《公司章程》的规定。 4、召开的日期、时间： （2）公司董事、高级管理人员； （3）公司聘请的见证律师； （1）现场会议时间：2025年8月28日（星期四）下午15:00 （2）网络投票时间：通过深圳 ...

Core Viewpoint - The optical enhancement film market is experiencing growth driven by increasing demand for display quality in electronic products such as smartphones, tablets, and laptops, with the market size in China expected to reach 6.57 billion yuan in 2024, a year-on-year increase of 10.1% [1][14]. Group 1: Industry Overview - Optical enhancement film, also known as prism film or BEF, is a crucial component in LCD backlight modules, enhancing display brightness and controlling viewing angles [3][14]. - The film is widely used in various electronic devices, including smartphones, LCD TVs, digital cameras, and automotive displays [3][6]. - The industry is supported by a growing demand in emerging applications such as automotive displays and smart home devices [1][14]. Group 2: Market Dynamics - The optical enhancement film market in China is projected to grow from 28 billion yuan in 2015 to 56.6 billion yuan in 2024, reflecting a robust demand driven by the booming downstream panel industry [12]. - The smartphone sector is a significant end-user of optical enhancement films, with China's smartphone shipments expected to reach 286 million units in 2024, a year-on-year increase of 5.54% [10]. Group 3: Competitive Landscape - The optical enhancement film industry in China is highly competitive, with key players including Ningbo Jizhi Technology Co., Ltd., Ningbo Changyang Technology Co., Ltd., and Daoming Optics Co., Ltd. [16][17]. - Companies are under pressure to improve product quality and innovate to meet consumer demands [16]. Group 4: Industry Trends - The industry is moving towards thinner products to meet the demand for lightweight and high-definition displays, with ultra-thin optical enhancement films being developed [21]. - There is a trend towards functional composite films that integrate multiple optical functions to reduce costs and improve assembly efficiency [22]. - Environmental considerations are becoming increasingly important, with a shift towards green production technologies and recycling practices in the optical enhancement film sector [24].

Core Viewpoint - The inflatable toy market, as a segment of the plastic toy industry, is experiencing steady growth due to its lightweight, durable, and versatile characteristics, with the market size projected to increase from 6.704 billion yuan in 2015 to 8.481 billion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 2.6% [1][16]. Industry Overview - Inflatable toys are made from materials like latex or plastic, filled with air or inert gases, and include various types such as balloons, inflatable sports toys, and furniture [3]. - The inflatable toy market in China is expected to grow steadily, driven by the increasing demand for lightweight and portable toys suitable for outdoor activities and travel [1][16]. Market Size and Growth - The inflatable toy market in China reached a size of 6.704 billion yuan in 2015 and is projected to grow to 8.481 billion yuan by 2024, with a CAGR of 2.6% [1][16]. - The overall plastic toy market in China is also expanding, with the market size expected to reach 84.808 billion yuan in 2024, showing a year-on-year increase of 4.03% [14]. Competitive Landscape - The inflatable toy industry is characterized by intense competition, with major players like Gaole Co., Aofei Entertainment, and Hai Xin Group leveraging brand strength, supply chain integration, and diverse sales channels to maintain market share [18][19]. - Companies are facing challenges such as product homogenization and shrinking profit margins, prompting a need for differentiation and innovation [18]. Policy and Regulation - Recent government policies aim to enhance regulation and provide guidance for the toy industry, including measures to address marketing practices harmful to minors and ensure product quality [5][7]. - The 2023-2025 action plan emphasizes the need for improved mental health protections for children, impacting the marketing and safety standards for toys [5]. Industry Trends - There is a growing emphasis on environmental sustainability and safety in the inflatable toy industry, with a shift towards recyclable or biodegradable materials [23]. - The industry is witnessing increased concentration, with leading companies expanding through IP integration and technology, while smaller firms either specialize or face consolidation [24]. - Sales channels are diversifying, with a significant rise in e-commerce and cross-border sales, enhancing market reach and brand visibility [26].

证券日报网讯双星新材（002585）8月5日在互动平台回答投资者提问时表示，截至2025年7月31日，股 东人数为60551户。 ...

Group 1: Industry Overview - The Chinese packaging industry can be divided into three competitive tiers based on revenue: the first tier includes companies like Yutong Technology, Aorikin, and Hexing Packaging with revenues over 10 billion yuan; the second tier includes Baosteel Packaging, Shengxing Co., and Shandong Pharmaceutical Glass with revenues between 3 billion and 10 billion yuan; the third tier consists of companies like Jinfutec, Xianggang Technology, and Longlide with revenues below 3 billion yuan [1][6] - The industry is characterized by a fragmented market structure, with many small-scale companies lacking innovation capabilities, leading to disordered competition in the low-end market [6][13] - The market concentration in the packaging industry is low, with the top 10 companies (CR10) holding less than 5% market share, indicating a need for further consolidation [6][13] Group 2: Market Segmentation - The packaging industry in China is segmented into glass packaging, paper packaging, plastic packaging, and metal packaging, with leading companies in each category: Shandong Pharmaceutical Glass and Zhengchuan Co. for glass; Wanshun New Materials and Shanying International for paper; Tongchan Lixing and Hongyu Packaging for plastic; and Shengxing Packaging and Jiamei Packaging for metal [4][9] Group 3: Competitive Landscape - The competitive landscape shows that leading companies like Shandong Pharmaceutical Glass and Zhengchuan Co. have extensive business layouts covering regions such as North America, Europe, Japan, and Southeast Asia [8][9] - The majority of packaging companies focus on specific materials, with Shandong Pharmaceutical Glass leading in medicinal glass, while companies like Dashing and Wanshun New Materials dominate the paper packaging sector [10][11] - The industry is experiencing a strong demand growth driven by the increasing consumption of food and beverages, which indirectly boosts the demand for packaging products [14]

Group 1 - The A-share PET copper foil sector is experiencing a volatile upward trend, with companies like Tongguan Copper Foil and Liyuanheng both rising over 6% [1] - Other companies such as Zhongyi Technology, Shuangxing New Materials, and Sanfu New Materials are also seeing increases in their stock prices [1]

Group 1 - The core viewpoint of the article highlights that despite facing significant challenges, the company is demonstrating strategic resilience and a commitment to innovation in the BOPET industry, as evidenced by its reduced net loss forecast for the first half of 2025 [1][2][4] - The company anticipates a net loss of 140 to 155 million yuan for the first half of 2025, which represents a year-on-year reduction in losses by 6.64% to 15.67% [1] - The BOPET industry is experiencing collective difficulties, with a significant increase in production capacity leading to supply-demand imbalances and price fluctuations [2][4] Group 2 - In the first half of 2025, the BOPET industry added 246,000 tons of new capacity, bringing total capacity to 7.1956 million tons, a 3.54% increase from the end of 2024 [2] - The company reported a revenue of 5.908 billion yuan in 2024, marking an 11.70% year-on-year increase, with new materials business volume growing by 16.58% [3] - The company is focusing on technological innovation and product development, aiming to enhance quality, diversify products, and optimize structure to improve operational efficiency [4]

Performance Forecast - The company expects a net loss for the period from January 1, 2025, to June 30, 2025, with an estimated loss of between 155 million yuan and 140 million yuan, compared to a loss of 166.01 million yuan in the same period last year [1] - The net profit attributable to shareholders is projected to improve by 6.64% to 15.67% compared to the previous year [1] - The loss after deducting non-recurring gains and losses is estimated to be between 179.5 million yuan and 164.5 million yuan, compared to a loss of 187.08 million yuan last year [1] Communication with Auditors - The data related to this performance forecast is based on preliminary calculations by the company's finance department and has not been audited by an accounting firm [1] Reasons for Performance Changes - The company's performance is impacted by significant fluctuations in product sales prices and increased fixed amortization costs due to new project launches [1] - Despite the year-on-year narrowing of losses, there is a quarter-on-quarter decline in operational performance [1] - The company plans to maintain strategic focus in the second half of the year, continue market expansion, enhance technological innovation, and improve product quality and variety to boost operational efficiency [1]