Group 1 - The latest stock price of Yutong Technology is 24.65 yuan, up 0.69% from the previous trading day, with an intraday high of 24.94 yuan and a low of 24.30 yuan, and a trading volume of 0.66 billion yuan [1] - Yutong Technology operates in the paper printing industry, covering packaging printing and environmental materials, and is a leading provider of packaging solutions in China [1] - On the news front, Yutong Technology announced that the second extraordinary general meeting of shareholders in 2025 approved the proposal to cancel part of the repurchased shares and reduce registered capital [1] Group 2 - On August 11, the net inflow of main funds into Yutong Technology was 1.7784 million yuan, with a cumulative net inflow of 15.6496 million yuan over the past five days [1]

北京市中伦（广州）律师事务所 关于深圳市裕同包装科技股份有限公司 法律意见书 二〇二五年八月 北京市中伦（广州）律师事务所 关于深圳市裕同包装科技股份有限公司 本法律意见仅供裕同科技本次股东大会之目的使用，不得被其他任何人用于 其他任何目的。本所律师同意将本法律意见书随裕同科技本次股东大会其他信息 披露资料予以公告。 法律意见书 致：深圳市裕同包装科技股份有限公司 根据深圳市裕同包装科技股份有限公司（"裕同科技"或"公司"）的委托， 北京市中伦（广州）律师事务所（"本所"）就公司 2025 年第二次临时股东大会 （"本次股东大会"）所涉及的召集、召开程序、召集人资格和出席会议人员的资 格、本次股东大会的提案、表决程序及表决结果等相关问题发表法律意见。 本法律意见书系根据《中华人民共和国公司法》（"《公司法》"）、《中华人民 共和国证券法》、《上市公司股东大会规则》（"《股东大会规则》"）、《律师事务所 从事证券法律业务管理办法》（"《证券法律业务管理办法》"）及《深圳市裕同包 装科技股份有限公司章程》（"《公司章程》"）的有关规定出具。 为出具本法律意见书之目的，本所经办律师（"本所律师"）列席了本次股东 大 ...

深圳市裕同包装科技股份有限公司 2025 年第二次临时股东大会 证券代码：002831 证券简称：裕同科技 公告编号：2025-035 深圳市裕同包装科技股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 特别提示： 一、会议召开和出席情况 （一）会议召开情况 （1）现场会议召开时间：2025年8月11日（星期一）下午14:30 （2）网络投票时间： （a）通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 8 月 11 日上午 9:15—9:25，9:30—11:30；下午 13:00—15:00； （b）通过深圳证券交易所互联网投票系统投票的具体时间为：2025年8月11日 上午9:15—下午15:00。 深圳市裕同包装科技股份有限公司 2025 年第二次临时股东大会 定。 （二）会议出席情况 通过现场和网络投票的股东201人，代表股份634,566,762股，占公司有表决权 股份总数的68.1953％。 其中：通过现场投票的股东5人，代表股份544,398,762股，占公司有表决权股 份总数的58.5052％。 通过网络投票的股东19 ...

Group 1 - The company has decided to cancel 10,000,053 repurchased shares and reduce its registered capital by the same amount, following the approval from the board and shareholders [1] - The cancellation of shares is due to the expiration of the three-year holding period for the repurchased shares, during which the company did not implement any employee stock ownership or incentive plans [1] - The company is complying with relevant laws and regulations regarding share repurchase and capital reduction [1] Group 2 - Creditors have the right to request debt repayment or guarantees within 45 days from the announcement date, with specific procedures outlined for submitting claims [2] - The company has provided contact information and requirements for creditors to submit their claims, including necessary documentation [2][3] - The announcement emphasizes that the validity of creditors' claims will not be affected if they fail to apply within the specified period [2]

（文章来源：证券日报） 证券日报网讯 8月11日晚间，裕同科技发布公告称，公司2025年第二次临时股东大会于2025年8月11日 召开，审议通过了《关于注销公司部分已回购股份并减少注册资本的议案》。 ...

证券代码： 002831 证券简称：裕同科技 公告编号：2025-036 深圳市裕同包装科技股份有限公司 关于注销部分回购股份减少注册资本暨通知债权人的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 深圳市裕同包装科技股份有限公司（以下简称"公司"）于2025年7月25日召开 的第五届董事会第十三次会议、第五届监事会第九次会议，于2025年8月11日召开的 股东大会，审议通过了《关于注销公司部分已回购股份并减少注册资本的议案》， 具体内容详见公司披露在"巨潮资讯网"上的相关公告。 根据《中华人民共和国公司法》《上市公司股份回购规则》《深圳证券交易所 上市公司自律监管指引第9号——回购股份》等有关法律法规以及《公司章程》的规 定，公司回购专用证券账户中的库存股应当在完成回购后三年内转让或者注销。鉴 于公司在上述回购股份存续期内未实施员工持股计划或者股权激励计划，且上述回 购股份10,000,053股存续时间即将期满三年，因此公司拟注销上述已回购的股份，共 10,000,053股，并相应减少公司注册资本。本次注销完成后，将导致公司股份总数减 少10,000,05 ...

北京市中伦（广州）律师事务所 关于深圳市裕同包装科技股份有限公司 2025 年第二次临时股东大会的 法律意见书 二〇二五年八月 根据深圳市裕同包装科技股份有限公司（"裕同科技"或"公司"）的委托， 北京市中伦（广州）律师事务所（"本所"）就公司 2025 年第二次临时股东大会 （"本次股东大会"）所涉及的召集、召开程序、召集人资格和出席会议人员的资 格、本次股东大会的提案、表决程序及表决结果等相关问题发表法律意见。 本法律意见书系根据《中华人民共和国公司法》（"《公司法》"）、《中华人民 共和国证券法》、《上市公司股东大会规则》（"《股东大会规则》"）、《律师事务所 从事证券法律业务管理办法》（"《证券法律业务管理办法》"）及《深圳市裕同包 装科技股份有限公司章程》（"《公司章程》"）的有关规定出具。 为出具本法律意见书之目的，本所经办律师（"本所律师"）列席了本次股东 大会，并依照现行有效的中国法律、法规以及中国证券监督管理委员会（"中国 证监会"）相关规章、规范性文件的要求和规定，对裕同科技提供的与题述事宜 有关的法律文件及其他文件、资料进行了审查、验证。同时，本所律师还审查、 验证了本所律师认为出具本法 ...

深圳市裕同包装科技股份有限公司 2025 年第二次临时股东大会 证券代码：002831 证券简称：裕同科技 公告编号：2025-035 深圳市裕同包装科技股份有限公司 2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、本次股东大会未涉及变更前次股东大会决议。 一、会议召开和出席情况 （一）会议召开情况 （1）现场会议召开时间：2025年8月11日（星期一）下午14:30 （2）网络投票时间： （a）通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 8 月 11 日上午 9:15—9:25，9:30—11:30；下午 13:00—15:00； （b）通过深圳证券交易所互联网投票系统投票的具体时间为：2025年8月11日 上午9:15—下午15:00。 3、股权登记日：2025年8月6日 4、召开地点：深圳市宝安区石岩街道水田社区石环路1号公司三楼会议室 5、召开方式：现场投票与网络投票表决相结合 6、召集人：公司董事会 7、主持人：董事长王华君先生 8、本次 ...

Core Viewpoint - Hongming Intelligent Co., Ltd. is facing challenges in its IPO journey, having previously failed to list on the Sci-Tech Innovation Board and now attempting to list on the ChiNext board, with ongoing scrutiny regarding its major customer relationship with Yutong Technology and declining gross margins [1][2][5]. Group 1: Company Overview - Hongming Intelligent is a manufacturer of packaging equipment, focusing on automated packaging devices and related equipment for various consumer products [2][3]. - The company has been in operation since 2002 but has lagged behind competitors in terms of IPO speed and market presence [7][8]. Group 2: Customer Relationship - Yutong Technology is both a significant shareholder and the largest customer of Hongming Intelligent, raising concerns about potential conflicts of interest and the authenticity of financial performance [2][4]. - Sales to Yutong Technology and its subsidiaries accounted for 11.8%, 7.85%, and 10.54% of Hongming's total revenue from 2018 to 2020 [3]. Group 3: Financial Performance - Hongming's main business revenue from 2018 to 2020 was reported as 215.31 million, 264.33 million, and 308.11 million yuan, with a decreasing proportion of revenue from the top five customers [2]. - The gross margin for Hongming's main business has been declining, with figures of 49.34%, 44.64%, and 43.26% from 2018 to 2020 [5][6]. - The gross margin for automated packaging equipment specifically decreased from 54.22% in 2018 to 45.36% in 2020, attributed to rising costs and lower sales prices [6]. Group 4: Competitive Landscape - Hongming lists competitors such as Sileck, New Meixing, and Zhongya as key players in the packaging equipment sector, all of which have achieved public listings before Hongming [7][8]. - In 2020, Hongming's revenue was approximately 308 million yuan, significantly lower than competitors like Sileck and New Meixing, which reported revenues of 2.028 billion and 689 million yuan, respectively [8].

Investment Rating - The report provides a positive outlook on various sectors, indicating a stable recovery in the home furnishing and paper packaging sectors, while new tobacco and packaging sectors show robust growth [3][4]. Core Insights - The home furnishing sector is expected to see marginal improvement in domestic demand due to government support for consumption upgrades, with a focus on companies with high dividend yields and growth certainty for 2025 [5][10]. - The new tobacco sector is experiencing growth, particularly in heated tobacco products (HTP), with significant sales increases reported in Europe and a growing user base for IQOS [11]. - The paper packaging sector is facing a gradual recovery in pulp prices, with a focus on companies that maintain strong market positions and high dividends [12]. - The light consumer goods and pet food sectors are under pressure, but there are opportunities in innovative product launches and channel expansion [15]. - The two-wheeler sector is poised for a rebound with government subsidies and new standards expected to drive demand [16][17]. Summary by Sections Home Furnishing - Domestic sales are expected to improve due to government initiatives, with a focus on companies with strong growth prospects and high dividends [5][10]. - Export figures show a slight increase in June, but a cumulative decline for the first half of the year [10]. New Tobacco - HNB sales increased by 10.5% year-on-year, with a growing user base for IQOS [11]. - The regulatory environment in the U.S. is tightening, which may benefit compliant market players [11]. Paper Packaging - Pulp prices have shown slight increases, but overall market conditions remain challenging [12]. - Companies with strong market positions and dividend policies are recommended for investment [12]. Light Consumer Goods & Pet Food - The sector is facing challenges, but there are opportunities in new product launches and expanding distribution channels [15]. - Online sales data indicates mixed performance across different product categories [23]. Two-Wheeler - The sector is expected to benefit from government subsidies and new regulations, with a focus on companies that can leverage these changes for growth [16][17]. - Recent data shows a significant number of electric bikes being replaced under the subsidy program [26][27].