Group 1 - The company invested 15 million RMB in Shanghai Zhongqing Tongchuang Enterprise Management Consulting Partnership (Limited Partnership), indirectly investing in Shenzhen Zhongqing Robot Technology [2] - The company's flexible electronic skin project is progressing as planned [2]

Group 1 - The company has invested RMB 15 million in Shanghai Zhongqing Tongchuang Enterprise Management Consulting Partnership (Limited Partnership), indirectly investing in Shenzhen Zhongqing Robot Technology [1] - The company's flexible electronic skin project is progressing as planned [1]

关于持股 5%以上股东减持股份超过 1%的公告 证券代码：002674 证券简称：兴业科技 公告编号：2025-089 兴业皮革科技股份有限公司 | 本次权益变动方式（可 | 通过证券交易所的集中交易 | | □ | | | --- | --- | --- | --- | --- | | 多选） | 通过证券交易所的大宗交易 | | ☑ | | | | 其他 | | □ | | | 3．本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | | 股东及股份性质 | 本次变动前持有股份 | 占总股本 | 本次变动后持有股份 | | | | 占总股本 股数(万股) | | 股数(万股) | | | | | 比例(%) | | 比例(%) | | 福建省万兴股权投资 合伙企业（有限合伙） | 8474.4 | 28.67 | 8474.4 | 28.67 | | 吴国仕 | 3966.6886 | 13.42 | 3966.6886 | 13.42 | | 福建省春宏股权投资 合伙企业（有限合伙） | 3146.4 | 10.65 | 2835.66 | 9.59 | | 吴美莉 | 37 ...

Group 1 - A total of 88 stocks in the A-share market experienced block trading today, with a total transaction value of 2.359 billion yuan [1] - The top three stocks by transaction value were Giant Network at 302 million yuan, Muyuan Foods at 187 million yuan, and New Asia Electronics at 130 million yuan [1] - Among the stocks, 4 were traded at par, 4 at a premium, and 80 at a discount; the highest premium rates were for Shenghua Biotech at 8.2%, Vanke A at 2.6%, and Jinko Power at 1.07% [1] Group 2 - The top buying amounts from institutional special seats were led by Giant Network at 302 million yuan, followed by Changchuan Technology at 105 million yuan and Tuojing Technology at 103 million yuan [2] - The top selling amounts from institutional special seats were led by Jinko Power at 99.4 million yuan and Zhongji Xuchuang at 16.36 million yuan [2]

Summary of Key Points Core Viewpoint - On December 30, 2025, Xinyi Technology executed a block trade of 371,500 shares, amounting to 5.0004 million yuan, which represented 1.28% of the total trading volume for the day. The transaction price was 13.46 yuan, reflecting a discount of 13.22% compared to the market closing price of 15.51 yuan [1]. Group 1 - The block trade involved a total of 371,500 shares at a price of 13.46 yuan per share [1]. - The total transaction value for the block trade was 5.0004 million yuan [1]. - The transaction price was significantly lower than the market closing price, indicating a discount of 13.22% [1]. Group 2 - The trading volume for the block trade was 37.15万股, which is equivalent to 371,500 shares [2]. - The transaction was facilitated by multiple brokerage firms, including Huatai Securities and Guotou Securities [2]. - The block trade was executed on December 30, 2025, with specific details on the buying and selling brokerage firms provided [2].

Group 1 - The company, Xinyi Technology (002674), has announced its indirect investment in Shenzhen Zhongqing Robot Technology Co., which is expected to enhance its layout in flexible electronic skin technology [1]

Group 1 - The core viewpoint of the article is that Xingye Technology (002674.SZ) has engaged in indirect investment in Shenzhen Zhongqing Robot Technology Co., which is expected to enhance the company's positioning in flexible electronic skin technology [1] Group 2 - The investment in Shenzhen Zhongqing Robot Technology Co. is part of the company's strategy to promote its development in the flexible electronic skin sector [1]

Group 1 - The core viewpoint of the article is that Xingye Technology (002674.SZ) is involved in indirect investment in Shenzhen Zhongqing Robot Technology Co., which is expected to enhance the company's layout in flexible electronic skin [1] Group 2 - The company's participation in the fund is aimed at promoting its development in the field of flexible electronic skin [1]

Investment Rating - The industry investment rating is maintained at "Overweight" [3] Core Views - The report highlights the opportunity in the paper sector due to the recent appreciation of the RMB against the USD, which enhances domestic purchasing power and reduces costs for imported raw materials like wood pulp [5][6] - The report suggests focusing on companies with high wood pulp procurement costs, such as Zhongshun Jierou, and recommends Sun Paper for its integrated advantages in cultural paper production [5][6] - The report also emphasizes the potential for improved profitability in Q4 due to stabilized and rising pulp prices, alongside the release of new production capacity [5][6] Summary by Relevant Sections Industry Overview - The light industry sector includes 167 listed companies with a total market value of 1,204.38 billion CNY and a circulating market value of 954.25 billion CNY [1] Market Performance - For the week of December 22-26, 2025, the Shanghai Composite Index rose by 1.88%, while the Shenzhen Component Index increased by 3.53%. The light industry index gained 1.69%, ranking 16th among 28 Shenwan industries [10] - The paper sector saw a weekly increase of 4.47%, while the textile and apparel index rose by 2.86% [10] Key Company Recommendations - Sun Paper: Buy rating with projected EPS growth from 1.10 CNY in 2023 to 1.48 CNY in 2027, with a PE ratio decreasing from 14.25 to 10.60 [3] - Baiya Co.: Buy rating with projected EPS growth from 0.54 CNY in 2023 to 1.28 CNY in 2027, with a PE ratio decreasing from 38.94 to 16.49 [3] - Huali Group: Buy rating with projected EPS growth from 2.74 CNY in 2023 to 3.97 CNY in 2027, with a PE ratio decreasing from 19.24 to 13.27 [3] Raw Material Price Trends - The report notes fluctuations in raw material prices, with MDI and TDI prices decreasing, while cotton prices have shown an upward trend [18][22] - The average price of wood pulp and various paper products is tracked, indicating a mixed performance with some prices stabilizing and others showing slight increases [42] Housing Market Data - The report highlights a significant decline in property sales, with a 39.1% year-on-year decrease in transactions among major cities [31] - Cumulative property sales area from January to November 2025 shows a 7.8% decline year-on-year [59] Consumer Goods and AI Applications - The report discusses the potential of AI applications in consumer goods, particularly in the context of new product launches and market expansion opportunities [6] Conclusion - The report emphasizes the importance of monitoring the paper sector due to favorable currency movements and suggests specific companies for investment based on their cost structures and market positions [5][6]

关于选举董事会专门委员会成员及聘任高级管理人员等相关事 宜的公告 证券代码：002674 证券简称：兴业科技 公告编号：2025-088 兴业皮革科技股份有限公司 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。 兴业皮革科技股份有限公司（以下简称"公司"）于 2025 年 12 月 27 日召开 第七届董事会第一次会议，会议审议通过了关于选举董事长，董事会各专门委员 会成员及聘任高级管理人员、内部审计负责人、证券事务代表等议案。现将相关 情况公告如下： 一、选举第七届董事会董事长及各专门委员会成员情况 选举吴华春先生担任第七届董事会董事长。 选举陈守德先生（独立董事）、戴仲川先生（独立董事）、吴华春先生为第七 届董事会审计委员会委员。 选举戴仲川先生（独立董事）、陈守德先生（独立董事）、向友香女士（职工 代表董事）为第七届董事会薪酬与考核委员会委员。 选举苏超英先生（独立董事）、戴仲川先生（独立董事）、孙辉永先生为第七 届董事会提名委员会委员。 选举吴华春先生、孙辉永先生、柯金鐤先生、蔡宗妙先生、苏超英先生（独 立董事）为第七届董事会战略与发展委员会委员。 公 ...