裕同科技所属申万行业为：轻工制造-包装印刷-纸包装。所属概念板块包括：绿色包装、社保重仓、 C2M概念、高派息、MSCI中国等。 截至6月30日，裕同科技股东户数1.36万，较上期增加10.65%；人均流通股38218股，较上期减少 9.62%。2025年1月-6月，裕同科技实现营业收入78.76亿元，同比增长7.10%；归母净利润5.54亿元，同 比增长11.42%。 10月23日，裕同科技盘中下跌2.06%，截至10:14，报26.14元/股，成交5624.72万元，换手率0.42%，总 市值240.62亿元。 资金流向方面，主力资金净流出173.75万元，特大单买入0.00元，占比0.00%，卖出115.58万元，占比 2.05%；大单买入907.86万元，占比16.14%，卖出966.03万元，占比17.17%。 裕同科技今年以来股价涨0.19%，近5个交易日涨0.15%，近20日跌1.57%，近60日涨8.88%。 资料显示，深圳市裕同包装科技股份有限公司位于广东省深圳市宝安区石岩街道石龙社区石环路1号， 成立日期2002年1月15日，上市日期2016年12月16日，公司主营业务涉及纸质印刷包装产品 ...

证券之星消息，10月22日包装印刷板块较上一交易日下跌0.43%，裕同科技领跌。当日上证指数报收于 3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002303 | 美脂森 | 1772.53万 | 9.00% | -1937.24万 | -9.83% | 164.71万 | 0.84% | | 002565 | 顺灏股份 | 1090.66万 | 7.23% | -118.96万 | -0.79% | -971.69万 | -6.44% | | 603607 | 京华激光 | 1082.16万 | 8.15% | -157.26万 | -1.19% | -924.90万 | -6.97% | | 002374 | 中锐股份 | 537.50万 | 10.29% | -633.64万 | -12.13% | ...

10月22日，裕同科技跌5.06%，截至发稿，报26.67元/股，成交3.18亿元，换手率2.29%，总市值245.50 亿元。 资料显示，深圳市裕同包装科技股份有限公司位于广东省深圳市宝安区石岩街道石龙社区石环路1号， 成立日期2002年1月15日，上市日期2016年12月16日，公司主营业务涉及纸质印刷包装产品的研发、设 计、生产和销售。主营业务收入构成为：纸制精品包装69.34%，包装配套产品16.47%，环保纸塑产品 7.42%，其他产品4.82%，其他(补充)1.95%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年187天，现任基金资产总规模1389.99亿元，任职期间最佳基金回报 145.85%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从裕同科技十大流通股东角度 数据显示，南方基金旗下1只基金位居裕同科技十大流通股东。南方中证500ETF（5105 ...

Market Overview - The market showed strong fluctuations throughout the day, with the Shanghai Composite Index returning above 3900 points and the ChiNext Index rising over 3% [1] - The deep earth technology concept stocks surged, with multiple stocks hitting the daily limit [1] - The trading volume reached 1.89 trillion [1] Key Highlights Deep Earth Economy - The deep earth economy concept saw significant gains, with stocks like ShenKong Co. and Petrochemical Machinery hitting the daily limit [4] - The Ministry of Natural Resources indicated that the "14th Five-Year Plan" will accelerate the standardization of emerging industries related to deep sea and deep earth [4] - Analysts believe the deep earth economy, which includes resource development and technology manufacturing, is expected to be included in the "14th Five-Year Plan" [4][6] State-Owned Enterprise Reform - The state-owned enterprise reform sector experienced a notable rise, particularly in Hubei, with stocks like Wuhan Holdings and Hubei Broadcasting hitting the daily limit [7] - Hubei is focusing on assetization, securitization, and leveraging state-owned resources to deepen the management reform of state assets [7] - As of the end of September, the total state-owned assets in Wuhan exceeded 6 trillion, with significant asset revitalization achieved [7] Apple Supply Chain - The Apple supply chain saw a substantial increase, with stocks like Huanyu Electronics and Yutong Technology hitting the daily limit [10] - Apple shares rose by 3.94%, reaching a historical high [10] - Counterpoint Research reported that early sales of the iPhone 17 series were strong, with sales 14% higher than the iPhone 16 series [10][12]

10月21日，裕同科技涨5.17%，截至发稿，报26.86元/股，成交8204.19万元，换手率0.61%，总市值 247.25亿元。 资料显示，深圳市裕同包装科技股份有限公司位于广东省深圳市宝安区石岩街道石龙社区石环路1号， 成立日期2002年1月15日，上市日期2016年12月16日，公司主营业务涉及纸质印刷包装产品的研发、设 计、生产和销售。主营业务收入构成为：纸制精品包装69.34%，包装配套产品16.47%，环保纸塑产品 7.42%，其他产品4.82%，其他(补充)1.95%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓裕同科技。易方达科瑞混合（003293）二季度减持18.85万股， 持有股数89.78万股，占基金净值比例为1.61%，位居第十大重仓股。根据测算，今日浮盈赚取约118.51 万元。 易方达科瑞混合（003293）成立日期2017年1月3日，最新规模13.06亿。今年以来收益22.33%，同类排 名3687/8162；近一年收益20.19%，同类排名3810/8024；成立以来收益142.63%。 易方达科瑞混合（003293）基金经理为杨嘉文。 截至发稿，杨嘉文累计 ...

从裕同科技十大流通股东角度 数据显示，兴证全球基金旗下1只基金位居裕同科技十大流通股东。兴全合泰混合A（007802）二季度 减持123.2万股，持有股数447.77万股，占流通股的比例为0.86%。根据测算，今日浮盈赚取约591.06万 元。 兴全合泰混合A（007802）成立日期2019年10月17日，最新规模44.93亿。今年以来收益21.56%，同类 排名3814/8162；近一年收益23.96%，同类排名3188/8024；成立以来收益60.89%。 兴全合泰混合A（007802）基金经理为任相栋。 截至发稿，任相栋累计任职时间10年277天，现任基金资产总规模95.87亿元，任职期间最佳基金回报 90.7%， 任职期间最差基金回报-4.97%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 10月21日，裕同科技涨5.17%，截至发稿，报26.86元/股，成交8196.68万元，换手率0.61%，总市值 247.25亿元。 资料显示，深圳 ...

Investment Rating - The report maintains an "Overweight" rating for the industry [4] Core Views - The report emphasizes the importance of valuation switching logic in the new consumption sector, highlighting stable operational performance in the sports brand sector for Q3 [6][4] - It suggests a focus on high-growth tracks in new consumption and the valuation switching logic within the sector, particularly in the collectible toy segment [6][4] - The report identifies several companies with strong growth potential and suggests monitoring their performance closely [6][4] Summary by Sections Industry Overview - The industry consists of 175 listed companies with a total market value of 10,672.79 billion and a circulating market value of 8,623.31 billion [2] Market Performance - The Shanghai Composite Index decreased by 1.47%, while the Shenzhen Component Index fell by 4.99% during the week of October 13-17, 2025 [6][11] - The light industry manufacturing index dropped by 2.22%, ranking 13th among 28 Shenwan industries, while the textile and apparel index decreased by 0.31%, ranking 5th [6][11] Key Company Insights - Companies such as Bubble Mart are expected to release Q3 operational data, with new product launches anticipated to drive performance in Q4 [6] - 361 Degrees reported a stable performance with a 10% increase in offline and children's clothing sales, and a 20% increase in e-commerce sales [6] - Anta Sports, Li Ning, and other functional apparel brands are highlighted for their growth potential [6] Investment Opportunities - The report suggests focusing on the acceleration of the Chinese consumption supply chain going overseas, particularly in non-woven fabric manufacturing [6][7] - Companies like Yanjiang Co. are recommended for their advanced production techniques and global supply chain capabilities [7] - The pet supplies sector is also highlighted, with companies like Yuanfei Pet expected to benefit from growth in both OEM and OBM businesses [6][7] Sector Recommendations - The report recommends monitoring companies in the home furnishing sector, such as Xilinmen and Gujia Home, for potential recovery in performance and valuation [6] - In the paper industry, Sun Paper is recommended due to its integrated advantages and expected improvement in profitability [6][7] - The textile manufacturing sector suggests a focus on companies like Jingyuan International for their market share growth potential [6][7]

Investment Rating - The report maintains a positive outlook on the light industry and paper sector for Q3 2025, indicating a favorable investment rating [1]. Core Insights - The globalization of supply chains is accelerating changes in the packaging landscape, with leading companies increasing their market share and improving profitability [2]. - Q3 2025 is expected to see a divergence in performance among companies, influenced by supply chain advantages and growth potential [2]. - The report highlights specific companies with projected revenue and profit growth, indicating a robust performance in certain segments despite challenges in others [5][6]. Summary by Sections Packaging and Printing - Companies like Yutong Technology and Baosteel Packaging are expected to see slight revenue growth, while others like Meiyingsen may face revenue pressure but maintain profit growth [2][3]. - The overall packaging sector is benefiting from the global supply chain shift, with many companies reporting stable or improving profit margins [2][3]. Export Sector - Companies such as Jiangxin Home and Qianjiang Motorcycle are projected to experience significant revenue growth, with estimates of over 30% for Q3 2025 [6][7]. - The report notes that the export sector is showing resilience, with several companies adapting well to changing market conditions [6][7]. Two-Wheel and Motorcycle Sector - Companies like Aima Technology and Spring Wind Power are expected to report revenue growth of over 10% in Q3 2025, driven by seasonal demand and market adjustments [10][11]. - The sector is experiencing a mix of growth and challenges, with some companies facing declines due to regulatory changes [10][11]. Home Furnishing Sector - The report indicates that companies like Oppein Home and Kuka Home are facing revenue declines, while others like Joy Home are expected to show resilience with slight growth [12][14]. - The home furnishing market is under pressure from policy changes, but some segments are performing better than others [12][14]. Light Consumer Goods - Companies such as Dongkang Oral and Jeya are projected to see significant revenue and profit growth, with estimates indicating over 60% growth for Jeya in Q3 2025 [13][16]. - The light consumer goods sector is showing a positive trend, with several companies benefiting from strong demand and effective marketing strategies [13][16]. Paper Industry - The report anticipates a mixed performance in the paper sector, with some companies like Sun Paper expected to see profit declines due to price pressures, while others may experience stability [18][19]. - The paper industry is facing challenges from raw material price fluctuations, but certain segments are expected to maintain profitability [18][19].

Market Overview - The packaging and printing sector increased by 1.2% on October 15, with Huayuan Holdings leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Notable gainers in the packaging and printing sector included: - Huaman Holdings (002787) with a closing price of 9.38, up 5.99% and a trading volume of 356,300 shares, totaling 332 million yuan [1] - Zijiang Enterprise (600210) closed at 7.58, up 4.99% with a trading volume of 966,900 shares, totaling 725 million yuan [1] - Zhongzheng Co. (603091) closed at 72.87, up 3.51% with a trading volume of 7,258 shares, totaling 52.21 million yuan [1] Capital Flow - The packaging and printing sector experienced a net outflow of 99.04 million yuan from institutional investors, while retail investors saw a net inflow of 109 million yuan [2] - Key stocks with significant capital flow included: - Aorijin (002701) with a net outflow of 56.25 million yuan from institutional investors [3] - Zijiang Enterprise (600210) had a net inflow of 31.34 million yuan from institutional investors [3] - Jingjia Co. (002191) saw a net inflow of 12.48 million yuan from institutional investors [3]

10月13日，裕同科技跌5.03%，截至发稿，报26.24元/股，成交8511.99万元，换手率0.63%，总市值 241.54亿元。 资料显示，深圳市裕同包装科技股份有限公司位于广东省深圳市宝安区石岩街道石龙社区石环路1号， 成立日期2002年1月15日，上市日期2016年12月16日，公司主营业务涉及纸质印刷包装产品的研发、设 计、生产和销售。主营业务收入构成为：纸制精品包装69.34%，包装配套产品16.47%，环保纸塑产品 7.42%，其他产品4.82%，其他(补充)1.95%。 从基金十大重仓股角度 数据显示，华夏基金旗下1只基金重仓裕同科技。华夏稳健养老一年持有混合(FOF)A（007652）二季度 增持1000股，持有股数1万股，占基金净值比例为0.35%，位居第五大重仓股。根据测算，今日浮亏损 失约1.39万元。 华夏稳健养老一年持有混合(FOF)A（007652）成立日期2019年11月26日，最新规模5782.61万。今年以 来收益6.49%，同类排名767/1045；近一年收益7.12%，同类排名752/1012；成立以来收益26.87%。 潘更累计任职时间232天，现任基金资产总规模9 ...