证券代码：002701 证券简称：奥瑞金 （奥瑞）2025－临 月9日 公司 证券代码：002701 证券简称：奥瑞金 （奥瑞）2025－临 055 三、股东股份累计质押的情况 | | | | | 截至本公告披露日，上海原龙及其一致行动人所持质押股份情况如下： | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | 已质押股 | | | 未质押股份 | | | | | | | | | | | | | 份情况 | | | 情况 | | | | | | | | | | | | 已 | | | | | | | | | | | | | | | | 质 | | | | | | | | | | | | | | | | 押 | | | | | | | | | | | | | | | | | 占 | | | | | | | | | | | 合计 | | 合计 | | | 股 | | | | | | | | | | ...

9月3日，奥瑞金大宗交易成交130万股，成交额722.8万元，占当日总成交额的4.37%，成交价5.56元，较市场收盘价5.56元持 平。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-03 | 002701 | 奥瑞金 | 5.56 | 130.00 | 722.80 | 机构专用 | 中信证券股份有限 | | | | | | | | | 公司上海分公司 | ...

证券代码：002701 证券简称：奥瑞金 （奥瑞）2025－临 055 号 奥瑞金科技股份有限公司 关于公司控股股东部分股份质押及解除质押的公告 奥瑞金科技股份有限公司（"奥瑞金"或"本公司"、"公司"）及董事会 全体成员保证信息披露的真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 公司近日收到控股股东上海原龙投资控股（集团）有限公司（以下简称"上 海原龙"）函告，获悉上海原龙所持有本公司的部分股份办理了质押及解除质押 业务，具体事项如下： | 是否为 | 是 | 是 | 控股股 | 否 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股 | 占其所 | 占公司 | 否 | 质 | 东或第 | 本次质押 | 为 | 质押 | 质 | 东 | 持股份 | 总股本 | 为 | 质押起 | 押 | | 一大股 | 数量 | 补 | 到期 | 权 | 名 | 比例 | 比例 | 限 | 始日 | 用 | 东及其 ...

证券之星消息，9月3日包装印刷板块较上一交易日下跌1.59%，英联股份领跌。当日上证指数报收于 3813.56，下跌1.16%。深证成指报收于12472.0，下跌0.65%。包装印刷板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 837174 | 宏裕包材 | 48.41 | 29.99% | 10.01万 | 4.14亿 | | 002374 | 中锐股份 | 3.17 | 8.56% | 180.10万 | · 5.67亿 | | 603091 | 众整股份 | 70.00 | 4.71% | + 1.92万 | 1.34亿 | | 870204 | 沪江材料 | 22.80 | 2.93% | 5.09万 | 1.14亿 | | 002701 | 奥瑞金 | 5.56 | 1.09% | 28.74万 | 1.58亿 | | 603687 | 大胜达 | 7.70 | 1.05% | 18.63万 | 1.43亿 | | 872392 | 佳合科技 | 38.50 | ...

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, primarily due to the consolidation of COFCO Packaging [1] Financial Performance - For H1 2025, the company achieved revenue of 11.727 billion and net profit of 903 million, reflecting increases of 62.74% and 64.66% respectively, while the net profit excluding non-recurring items decreased by 24.17% to 401 million [1] - In Q2 2025, revenue reached 6.152 billion, with net profit at 239 million, showing growth of 68.35% but a decline in net profit of 11.36% and a decrease of 19.91% in net profit excluding non-recurring items [1] Business Analysis - The company strengthened its core metal packaging business and expanded overseas, with revenue from metal packaging, filling, and other businesses reaching 9.4 billion, 650 million, and 720 million respectively, marking year-on-year changes of +72.03%, -35.30%, and -3.42% [2] - The company completed the acquisition of COFCO Packaging and privatized it, enhancing its position in the metal packaging sector and entering high-quality business areas such as steel drums and plastic packaging [2] - Revenue from domestic and overseas markets was 10.591 billion and 1.135 billion respectively, with year-on-year growth of 60.11% and 92.07% [2] - The company plans to invest 1.088 billion in new production capacity projects in Thailand and Kazakhstan, continuing its overseas investment strategy [2] Profitability and Margins - The company's gross margin and net margin for H1 2025 were 14.12% and 7.82%, down by 3.70 and up by 0.30 percentage points year-on-year, respectively [3] - The decline in gross margin is attributed to the initial stage of industry optimization for two-piece cans and insufficient recovery in downstream demand [3] - The company plans to relocate some domestic production capacity overseas to improve the domestic supply-demand balance and support price increases for two-piece cans [3] - The overseas two-piece can market is expected to have a better supply-demand balance, which may enhance overall profit margins for the company [3] Market Position and Future Outlook - The company has solidified its position as a leader in the metal packaging industry following the COFCO acquisition and aims to improve internal operational efficiency and shareholder returns [4] - The overseas business is anticipated to become a significant growth driver, while domestic business improvements are expected due to mergers and capacity relocation [4] - The industry is nearing a profitability turning point, with a reference to the growth paths of leading U.S. metal can companies [4] Earnings Forecast and Valuation - The company forecasts EPS for 2025-2027 to be 0.54, 0.56, and 0.62 yuan, with current stock prices corresponding to PE ratios of 10, 10, and 9 times [5]

证券日报网讯9月2日晚间，奥瑞金（002701）发布公告称，近日，公司全资子公司龙口奥瑞金包装有限 公司及陕西奥瑞金包装有限公司与河北省金融租赁有限公司开展融资租赁业务，融资金额合计人民币 25，000万元，租赁期限36个月。公司与河北金租就上述融资租赁业务签署《保证合同》，提供连带责 任保证。截至2025年8月31日，公司及下属公司(公司与下属公司之间、下属公司之间)累计担保总余额 为人民币1，048，554.52万元。 ...

公 华福证券 司 研 究 奥瑞金（002701.SZ） 扣非利润环比改善，海外布局加速 投资要点： 公司发布 2025 年半年报 公 司 财 报 25H1 公司实现营收 117.27 亿元，同比+62.74%，归母净利润 9.03 亿元，同 比+64.66%，扣非归母净利润 4.01 亿元，同比-24.17%。单季度来看，25Q2 公司营收 61.52 亿元，同比+68.35%，归母净利润 2.39 亿元，同比-11.36%， 扣非归母净利润 2.12 亿元，同比-19.91%，环比 Q1+11.8%。 整合中粮重塑格局，积极布局海外市场 点 评 1）分产品，2025H1 公司金属包装产品及服务/灌装服务/其他业务分别实现 营业收入 109.42/0.65/7.20 亿元，同比+72.03%/-35.30%/-3.42%。公司收购 整合中粮包装后，进一步巩固了公司在金属包装核心领域的市场优势地位， 营收及利润规模同比增长，同时也切入钢桶和塑胶包装等优质业务领域。2） 分 地 区 ， 上 半 年 公 司 国 内 / 境 外 营 收 分 别 105.91/11.35 亿 元 ， 同 比 +60.11%/+92.0 ...

证券代码：002701 证券简称：奥瑞金 （奥瑞）2025－临 054 号 奥瑞金科技股份有限公司 关于公司合并报表范围内担保的进展公告 奥瑞金科技股份有限公司（"奥瑞金"或"本公司"、"公司"）及董事会全 体成员保证信息披露的真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司于 2025 年 4 月 27 日召开的第五届董事会 2025 年第二次会议及 2025 年 5 月 20 日召开的 2024 年年度股东大会，审议通过了《关于公司合并报表范围内担保 额度的议案》，同意公司与下属公司之间、下属公司之间未来十二个月在额度内相互 提供担保，担保额度有效期为自公司 2024 年年度股东大会审议批准之日起十二个月 内。详见公司于 2025 年 4 月 29 日、2025 年 5 月 21 日在《中国证券报》《证券时报》 《上海证券报》《证券日报》及巨潮资讯网（http://www.cninfo.com.cn）披露的相 关公告。 一、担保进展情况概述 近日，公司全资子公司龙口奥瑞金包装有限公司及陕西奥瑞金包装有限公司与 河北省金融租赁有限公司（下称"河北金租"）开展融资租赁业务，融资金额合计人 民币 2 ...

[Table_StockNameRptType] 奥瑞金（002701） 公司点评 25Q2 业绩短期承压，积极布局海外市场 | [Table_Rank] | 投资评级：买入（维持） | | | --- | --- | --- | | 报告日期： | 2025-09-01 | | | [Table_BaseData] 收盘价（元） | | 5.55 | | 近 12 个月最高/最低（元） | 6.25/4.14 | | --- | --- | | 总股本（百万股） | 2,560 | | 流通股本（百万股） | 2,557 | | 流通股比例（%） | 99.91 | | 总市值（亿元） | 142 | | 流通市值（亿元） | 142 | [公司价格与沪深 Table_Chart] 300 走势比较 [Table_Author] 分析师：徐偲 [Table_Author] 分析师：徐偲 执业证书号：S0010523120001 邮箱：xucai@hazq.com 分析师：余倩莹 执业证书号：S0010523120001 邮箱：xucai@hazq.com 分析师：余倩莹 执业证书号：S00105240400 ...

Core Viewpoint - The financial performance of Aorijin (002701) for the first half of 2025 shows significant growth in revenue and net profit, driven by the consolidation of COFCO Packaging Holdings, despite some declines in specific metrics like quarterly net profit and cash flow [1][3]. Financial Performance Summary - Total revenue for the first half of 2025 reached 11.727 billion yuan, a year-on-year increase of 62.74% [1] - Net profit attributable to shareholders was 903 million yuan, up 64.66% year-on-year [1] - In Q2 2025, total revenue was 6.152 billion yuan, reflecting a 68.35% increase year-on-year, while net profit decreased by 11.36% to 239 million yuan [1] - Gross margin was 14.12%, down 20.74% year-on-year, while net margin improved to 7.82%, an increase of 3.95% [1] - Total operating expenses (sales, management, and financial expenses) amounted to 846 million yuan, accounting for 7.21% of revenue, a decrease of 9.45% year-on-year [1] Balance Sheet Highlights - Accounts receivable increased significantly by 73.13% to 6.421 billion yuan [1] - Interest-bearing debt surged by 199.16% to 12.492 billion yuan [1] - Cash and cash equivalents slightly increased by 2.54% to 3.005 billion yuan [1] Cash Flow Analysis - Operating cash flow per share was 0.35 yuan, down 41.27% year-on-year [1] - The net cash flow from operating activities decreased by 41.58%, attributed to increased supplier payment settlements [3] - The net cash flow from investing activities saw a drastic decline of 21,772.34%, due to payments for acquiring COFCO Packaging Holdings [3] Investment Metrics - The company's return on invested capital (ROIC) was 7.53%, indicating average capital returns [4] - The historical median ROIC over the past decade was 8.71%, with the lowest recorded at 4.36% in 2018 [4] - Analysts project a 2025 net profit of 1.36 billion yuan, with an average earnings per share estimate of 0.53 yuan [4] Fund Holdings - The largest fund holding Aorijin shares is Tianhong Gain Return Bond Initiation A, with 3.3908 million shares, showing a reduction in holdings [5] - Other funds have newly entered the top ten holdings, indicating growing interest in Aorijin [5]