Market Overview - The packaging and printing sector experienced a decline of 0.42% on September 26, with Hongyu Packaging leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Notable gainers in the packaging and printing sector included: - Huaman Holdings (002787) with a closing price of 8.28, up 2.10% [1] - Jiamei Packaging (002969) at 3.49, up 2.05% [1] - New Hongze (002836) at 9.27, up 1.42% [1] - Major decliners included: - Hongyu Packaging (837174) at 34.01, down 4.73% [2] - Fangda New Materials (838163) at 16.88, down 4.63% [2] - Wangzi New Materials (002735) at 15.00, down 3.97% [2] Trading Volume and Capital Flow - The packaging and printing sector saw a net outflow of 190 million yuan from institutional investors, while retail investors had a net inflow of 191 million yuan [2][3] - The trading volume for notable stocks included: - Jiayou Co. (603429) with a trading volume of 23.19 million shares [1] - Wangzi New Materials (002735) with a trading volume of 296,600 shares [2] Capital Inflow Analysis - Key stocks with significant capital inflow included: - Jiyou Co. (603429) with a net inflow of 29.44 million yuan from institutional investors [3] - Yongji Co. (603058) with a net inflow of 16.58 million yuan [3] - Conversely, stocks like Dashing Co. (603687) experienced a net outflow of 9.91 million yuan from institutional investors [3]

Market Overview - The packaging and printing sector experienced a decline of 0.77% on September 25, with Xin Hongze leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Individual Stock Performance - Key gainers in the packaging and printing sector included: - Jingjia Co., Ltd. (002191) with a closing price of 4.59, up 3.15% and a trading volume of 614,800 shares, totaling 280 million yuan [1] - Yongji Co., Ltd. (603058) closed at 10.01, up 2.25% with a trading volume of 218,300 shares, totaling 218 million yuan [1] - Notable decliners included: - Xin Hongze (002836) with a closing price of 9.14, down 2.87% and a trading volume of 51,600 shares, totaling 47.71 million yuan [2] - Hujiang Materials (870204) closed at 20.27, down 2.83% with a trading volume of 20,600 shares, totaling 42.34 million yuan [2] Capital Flow Analysis - The packaging and printing sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 105 million yuan [2] - The following stocks had significant capital flows: - Meishun New Materials (300501) had a net inflow of 16.89 million yuan from institutional investors [3] - Yongji Co., Ltd. (603058) experienced a net inflow of 12.21 million yuan from institutional investors [3]

Group 1 - The company approved a share repurchase plan to reduce up to 2,304,000 shares, which is 1.00% of the total shares outstanding, through centralized bidding from July 31, 2025, to October 31, 2025 [1] - As of August 31, 2025, the company has reduced a total of 2,142,348 shares, accounting for 0.93% of the total share capital, with total proceeds amounting to 21,169,786.88 yuan, with a highest transaction price of 10.03 yuan/share, a lowest of 9.77 yuan/share, and an average of 9.88 yuan/share [1] - The share reduction aligns with the company's established plan and complies with relevant regulations from the Shenzhen Stock Exchange [2]

Group 1 - The controlling shareholder, Yize Holdings, plans to reduce its stake in the company by up to 6,692,815 shares, representing a maximum of 3.00% of the total share capital, excluding shares held in the repurchase account [1] - The reduction will occur through two methods: a maximum of 2,230,938 shares via centralized bidding, and up to 4,461,877 shares through block trading [1] - As of August 30, 2025, Yize Holdings completed its share reduction plan, having sold a total of 5,662,900 shares, which accounts for 2.46% of the total share capital [2] Group 2 - The average selling price for shares sold through centralized bidding was 9.09 yuan per share, with 2,230,900 shares sold [2] - After the reduction, Yize Holdings holds 141,183,980 shares, which is 61.28% of the total share capital, down from 63.74% before the reduction [3] - The company confirms that the implementation of the share reduction plan complies with relevant regulations and does not violate any laws [4]

证券代码：002836 证券简称：新宏泽 公告编号：2025-035 公司于近日收到公司控股股东亿泽控股有限公司出具的《关于股份减持计划 期限届满暨减持结果告知函》，截止 2025 年 8 月 30 日，亿泽控股股份减持计划 期限已届满。根据《上市公司股东减持股份管理暂行办法》、《深圳证券交易所 上市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份》等相 关规定，现将其减持计划的实施情况公告如下： | | | 2025 | 年 | 6 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 集中竞 | 月 | 日 3 | | | | | | | | 价交易 | | —2025 | | 9.09 | 2,230,900 | 0.97% | 1.00% | | 亿泽控 | | 年 6 | 月 | 24 | | | | | | | | | 日 | | | | | | | 股有限 | | | | | | | | | | 公司 | 大宗交 | 2025 | 年 | 8 | 9.10 | 3,432,000 | 1.49% ...

证券代码：002836 证券简称：新宏泽 公告编号：2025-036 广东新宏泽包装股份有限公司 关于回购股份集中竞价减持进展的公告 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。 广东新宏泽包装股份有限公司（以下简称"公司"）于 2025 年 7 月 7 日召开 第五届董事会第十五次会议，审议通过了《关于回购股份集中竞价减持计划的议 案》，同意公司以集中竞价方式减持已回购股份不超过 2,304,000 股（即不超过本 公司股份总数的 1.00%），减持期间为自本减持计划公告之日起 15 个交易日之后 三个月内（即 2025 年 7 月 31 日至 2025 年 10 月 31 日）。具体内容详见公司于 2025 年 7 月 9 日在巨潮资讯网（www.cninfo.com.cn）发布的《关于回购股份集 中竞价减持计划的公告》（公告编号：2025-030）。 根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相 关规定，上市公司采用集中竞价交易方式减持回购股份期间，应当在每个月的前 3 个交易日内披露截至上月末的减持进展情况。现将有关情况公告如 ...

Core Viewpoint - New Hongze (002836) reported a strong performance in its 2025 mid-year financial results, with significant year-on-year growth in both revenue and net profit, although some profitability margins showed a decline [1] Financial Performance Summary - Total revenue reached 200 million yuan, an increase of 30.9% year-on-year [1] - Net profit attributable to shareholders was 31.46 million yuan, up 11.41% year-on-year [1] - The second quarter revenue was 99.20 million yuan, reflecting a 16.3% increase year-on-year, while net profit for the same period was 15.46 million yuan, down 12.44% year-on-year [1] - Gross margin was 29.78%, down 9.47% year-on-year, and net margin was 15.7%, down 14.89% year-on-year [1] - Total operating expenses were 14.20 million yuan, accounting for 7.08% of revenue, a decrease of 9.9% year-on-year [1] - Earnings per share increased to 0.14 yuan, a rise of 12.27% year-on-year [1] Cash Flow and Balance Sheet Analysis - Cash and cash equivalents decreased by 37.25% to 80.43 million yuan [1] - Accounts receivable dropped by 71.25% to 6.14 million yuan [1] - Interest-bearing debt increased by 10.24% to 348,900 yuan [1] - Operating cash flow per share was 0.17 yuan, down 51.32% year-on-year [1] Business Evaluation - The company's return on invested capital (ROIC) was 16.61%, indicating strong capital returns [2] - Historical data shows a median ROIC of 14.53% since the company went public, with a notable low of 2.8% in 2021 [2] Cash Flow Changes - Cash flow from operating activities decreased by 51.32% due to increased payments for goods and wages [3] - Cash flow from investing activities saw a dramatic decline of 836.08% due to increased expenditures on fixed assets and financial products [3] - Cash flow from financing activities increased by 33.82%, as there were no share buybacks in the current reporting period [3] Fund Holdings - The largest fund holding New Hongze is Shenwan Lingshin Dividend Quantitative Stock A, which holds 42,300 shares and has recently entered the top ten holdings [4]

Core Insights - New Hongze (002836) reported a significant increase in both revenue and net profit for the first half of 2025, with total revenue reaching 200 million yuan, a year-on-year increase of 30.9%, and net profit attributable to shareholders at 31.46 million yuan, up 11.41% year-on-year [1] Financial Performance - Total revenue for Q2 2025 was 99.20 million yuan, reflecting a 16.3% year-on-year growth, while net profit for the same quarter was 15.46 million yuan, showing a decline of 12.44% year-on-year [1] - Gross margin decreased to 29.78%, down 9.47% year-on-year, and net margin fell to 15.7%, down 14.89% year-on-year [1] - Total operating expenses (selling, administrative, and financial) amounted to 14.20 million yuan, accounting for 7.08% of revenue, a decrease of 9.9% year-on-year [1] Key Financial Metrics - Earnings per share (EPS) increased to 0.14 yuan, a rise of 12.27% year-on-year, while operating cash flow per share dropped to 0.17 yuan, down 51.32% year-on-year [1] - The company’s return on invested capital (ROIC) was reported at 16.61% for the previous year, indicating strong capital returns [11] - The company’s historical financial performance shows a median ROIC of 14.53%, with a notable low of 2.8% in 2021 [12] Cash Flow and Capital Management - Cash and cash equivalents decreased by 37.25% due to increased cash outflows for dividends and equipment purchases [3] - Net cash flow from operating activities fell by 51.32%, attributed to higher payments for goods and wages [8] - Investment activities saw a drastic decline in net cash flow, down 836.08%, due to increased spending on fixed assets and financial products [9] Fund Holdings - The largest fund holding New Hongze is the Shenwan Lingxin Dividend Quantitative Stock A, which holds 42,300 shares and has recently entered the top ten holdings [13]

Group 1 - The core viewpoint of the article highlights the significant growth in the pet industry, which is projected to reach a market size of 300 billion yuan, leading to a surge in stock prices for related companies [1] Group 2 - New Hongze (SZ 002836) reported a revenue of approximately 200 million yuan for the first half of 2025, representing a year-on-year increase of 30.9% [1] - The net profit attributable to shareholders of the listed company was approximately 31.46 million yuan, reflecting a year-on-year increase of 11.41% [1] - The basic earnings per share were 0.14 yuan, which is a year-on-year increase of 12.27% [1]

Group 1 - The board of directors of Guangdong Xinhongze Packaging Co., Ltd. held the 16th meeting of the 5th board on August 25, 2025, with all 9 directors present [9][10] - The board approved the 2025 semi-annual report and its summary, confirming that the report's preparation complies with legal and regulatory requirements and accurately reflects the company's actual situation [9][11] - The company will not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [3][4] Group 2 - There were no changes in the controlling shareholder or actual controller during the reporting period [5][6] - The company has no preferred shareholders or related shareholding situations during the reporting period [7]