证券之星消息，11月25日包装印刷板块较上一交易日上涨1.63%，昇兴股份领涨。当日上证指数报收于 3870.02，上涨0.87%。深证成指报收于12777.31，上涨1.53%。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002752 | 营兴股份 | 9648.19万 | 35.25% | -4736.52万 | -17.30% | -4911.68万 | -17.94% | | 003018 | 金富科技 | 4420.56万 | 25.21% | -2048.19万 | -11.68% | -2372.36万 | -13.53% | | 002799 环球印务 | | 3714.61万 | 9.07% | -1054.81万 | -2.58% | -2659.79万 | -6.50% | | 002599 | 盛通股份 | 1005.35万 | 7.99% | -1070.9 ...

Core Viewpoint - Yushu Technology Co., Ltd. plans to submit its IPO application in Q4 2025, marking a significant milestone as the first profitable humanoid robot company globally, which is expected to attract attention to the entire humanoid robot industry chain [1] Shareholding/Investment - Juxing Technology holds shares in Yushu Technology through its subsidiary, ensuring clear equity investment and direct asset appreciation [3] - Jing Shan Light Machine participated in Yushu's early investment through an industrial investment fund, though specific shareholding ratios are not disclosed [3] - Shoukai Co., Ltd. indirectly holds approximately 0.85% of shares through the Jinshi Growth Fund, indicating a relatively high indirect shareholding among A-share listed companies [3] - Jinfat Technology holds 4.77% indirectly through the Jinshi Growth Fund and is a leading chemical materials company with over 60% market share in robot shell materials, reporting a 35.5% revenue growth in H1 2025 [3] - Wolong Electric Drive holds 0.1525% indirectly and has seen a 36.76% net profit increase in H1 2025, with a gross margin of 28% [3] - Other companies like Jingxing Paper and Rongsheng Environmental Protection hold minor indirect stakes, primarily for financial investment [3][4] Core Suppliers - Zhongdali De is the core supplier of planetary reducers, with orders locked at 3.2 billion yuan for 2025, accounting for 36% of Yushu's costs [6] - Changsheng Bearings exclusively supplies self-lubricating bearings with over 80% penetration, expecting 8% of its revenue from robot business in 2025 [6] - Aobi Zhongguang is the sole supplier of 3D vision modules, with a supply ratio of 72% and a doubling of revenue in H1 2025 [6] - Lide Technology provides flexible tactile sensors, breaking the monopoly of Korean companies [6] - Weilan Lithium Core is the core supplier of lithium batteries for Yushu, with an expected 60% supply ratio in 2024 [6] Technical Cooperation Partners - iFLYTEK collaborates on developing the "robot brain," with a leading position in voice recognition and a planned R&D investment of 2.392 billion yuan in 2025 [8] - Lingyun Optical is jointly developing the FZMotion motion capture system, achieving high precision and expected stock price growth of over 200% in 2025 [8] - Zhongke Chuangda provides motion control algorithms and holds 1.86% of shares, with strong adaptability in edge computing modules [8] - Other partners include Shuanglin Co., Ltd. and Shengtong Co., Ltd., focusing on various components and educational collaborations in robotics [8][9]

Core Insights - The packaging and printing sector experienced a rise of 0.98% on October 31, with Huayuan Holdings leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Huaman Holdings (002787) closed at 11.36, up 9.97% with a trading volume of 212,100 shares [1] - Zhongrui Shares (002374) closed at 3.34, up 9.87% with a trading volume of 1,923,500 shares [1] - New Hongze (002836) closed at 12.80, up 8.38% with a trading volume of 355,100 shares [1] - Other notable performers include Zhongzheng Shares (603091) up 2.85% and Shanghai Ailing (301062) up 2.84% [1] Capital Flow - The packaging and printing sector saw a net inflow of 28.884 million yuan from institutional investors, while retail investors contributed a net inflow of 35.477 million yuan [2] - However, speculative funds experienced a net outflow of 64.3608 million yuan [2] Individual Stock Capital Flow - Zhongrui Shares (002374) had a net inflow of 11.8 million yuan from institutional investors, representing 19.47% of the total [3] - Huayuan Holdings (002787) saw a net inflow of 41.8073 million yuan, accounting for 17.77% [3] - New Hongze (002836) had a net inflow of 39.8068 million yuan, making up 9.11% [3]

Group 1 - The core point of the news is that Shengtong Co., Ltd. experienced a stock price increase of 5.15%, reaching 8.58 CNY per share, with a trading volume of 1.23 billion CNY and a turnover rate of 3.71%, resulting in a total market capitalization of 45.70 billion CNY [1] - Shengtong Co., Ltd. is primarily engaged in comprehensive printing services for full-color publications, with its main revenue sources being: 72.00% from printing services for books and periodicals, 12.95% from packaging printing, 10.55% from educational services for students, and 4.50% from institutional educational services [1] Group 2 - Among the top ten circulating shareholders of Shengtong Co., Ltd., a fund under Nuoan Fund, specifically Nuoan Flexible Allocation Mixed Fund (320006), has entered the top ten shareholders in the third quarter, holding 2.1759 million shares, which accounts for 0.55% of the circulating shares [2] - The Nuoan Flexible Allocation Mixed Fund (320006) has achieved a year-to-date return of 38.57%, ranking 2157 out of 8154 in its category, and a one-year return of 26.68%, ranking 3416 out of 8046 [2] Group 3 - The fund manager of Nuoan Flexible Allocation Mixed Fund (320006) is Liu Xiaofei, who has been in the position for 2 years and 355 days, with the fund's total asset size at 909 million CNY [3] - During Liu Xiaofei's tenure, the best fund return was 37.3%, while the worst return was 25.74% [3]

Core Viewpoint - Sheng Tong Co., Ltd. (002599.SZ) reported its Q3 2025 results, indicating a decline in institutional ownership and changes in public and foreign fund disclosures [1] Institutional Ownership - As of October 28, 2025, four institutional investors disclosed holdings in Sheng Tong, totaling 7.3034 million shares, which represents 1.37% of the total share capital [1] - The institutional ownership percentage decreased by 0.59 percentage points compared to the previous quarter [1] Public Fund Disclosures - One new public fund was disclosed this quarter, namely the Nuon An Stable Return Mixed A [1] - Nineteen public funds were not disclosed this quarter, including notable funds such as ICBC New Generation Consumption Mixed and Huabao Sustainable Development Mixed A [1] Foreign Investment - One new foreign institution disclosed this quarter, which is BNP Paribas - Proprietary Funds [1] - One foreign institution, BARCLAYS BANK PLC, was not disclosed this quarter compared to the previous one [1]

Core Insights - The company reported a revenue of 1,536,962,642.29 yuan for the first three quarters of 2025, representing a year-on-year growth of 2.17% [2] - The net profit attributable to shareholders of the listed company reached 8,674,029.29 yuan, showing a significant year-on-year increase of 1818.07% [2] Financial Performance - Revenue for the first three quarters of 2025: 1,536,962,642.29 yuan [2] - Year-on-year revenue growth: 2.17% [2] - Net profit for the first three quarters of 2025: 8,674,029.29 yuan [2] - Year-on-year net profit growth: 1818.07% [2]

Core Insights - The company reported a revenue of 1.537 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 2.17% [1] - The net profit attributable to shareholders reached 8.674 million yuan, showing a significant year-on-year increase of 1818.07% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 3.131 million yuan, reflecting a year-on-year growth of 156.25% [1] Financial Performance - Revenue for the first three quarters: 1.537 billion yuan, up 2.17% year-on-year [1] - Net profit attributable to shareholders: 8.674 million yuan, up 1818.07% year-on-year [1] - Net profit after deducting non-recurring items: 3.131 million yuan, up 156.25% year-on-year [1]

Core Viewpoint - On October 28, 2025, the company held a staff representative meeting and elected Mr. Li Qingqi as the employee director of the sixth board of directors [1] Group 1 - The company announced the election of a new employee director [1]

Core Insights - The company reported a revenue of 555 million yuan for Q3 2025, reflecting a year-on-year growth of 12.47% [1] - The net profit attributable to shareholders decreased to 15.24 million yuan, representing a year-on-year decline of 7.86% [1] Financial Performance - Revenue: 555 million yuan, up 12.47% year-on-year [1] - Net Profit: 15.24 million yuan, down 7.86% year-on-year [1]

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。 一、董事会会议召开情况 北京盛通印刷股份有限公司（以下简称"公司"）于 2025 年 10 月 23 日以电 子邮件方式发出了召开第六届董事会 2025 年第五次会议的通知，会议于 2025 年 10 月 27 日下午 14 点在北京盛通印刷股份有限公司会议室以现场和通讯相结 合的方式召开。 证券代码：002599 证券简称：盛通股份 公告编号：2025043 北京盛通印刷股份有限公司 第六届董事会2025年第五次会议决议公告 （二）审议通过《关于制定<职工董事选任制度>的议案》 表决结果：同意 9 票、反对 0 票、弃权 0 票。 相关制度详见公司同日在巨潮资讯网（http://www.cninfo.com.cn）披露的相 关文件。 特此公告。 北京盛通印刷股份有限公司董事会 2025 年 10 月 29 日 会议应出席董事 9 名，实际出席董事 9 名。会议由董事长贾春琳先生主持。 公司副总经理唐正军，副总经理、董事会秘书肖薇，财务总监许菊平，副总经理 贾曦列席了会议。会议的召集、召开程序符合法律法规和公司章 ...