Core Viewpoint - The company, Jiamei Packaging, announced the approval of an early redemption of its convertible bonds, referred to as "Jiamei Convertible Bonds" [2] Group 1 - Jiamei Packaging's third board meeting approved the proposal for early redemption of the convertible bonds [2]

Group 1 - Huasheng Tiancheng's AI-related revenue currently accounts for a low proportion of overall revenue, indicating that it does not significantly impact the company's performance [2] - CICC's merger with Dongxing Securities and Xinda Securities is still undergoing audit work, which has not yet been completed [2] - Xinhua Department Store confirmed that there are no undisclosed major matters related to semiconductor asset injections, addressing market rumors [3] Group 2 - Zhong Rare Metals signed a strategic cooperation agreement with Xian Dao Group to enhance market share and industry influence in rare metals [4] - Zhongtian Rocket reported losses in its carbon/carbon thermal field materials business due to intensified competition in the photovoltaic industry [5] - Zhongyuan Nepe proposed to acquire 59% of Zhongyuan Jikean's equity for 143 million yuan, which will make it a wholly-owned subsidiary [5] Group 3 - Jiangxi Copper's subsidiary signed a cooperation agreement with First Quantum Minerals for exploration projects [6] - China Nuclear Power's Jiangsu Xuwei Nuclear Energy Heating Power Plant's first unit is set to pour its first concrete on January 16, 2026 [6] - ST Aowei's stock may be delisted if it continues to trade below par value [6] Group 4 - Triangle Tire plans to invest 3.219 billion yuan in a new high-performance tire project in Cambodia, expected to generate annual revenue of 2.585 billion yuan [7] - Baoxin Technology intends to publicly sell part of its subsidiary's assets, with a valuation of 50.2334 million yuan [7] - Nong Shang Environment's computing infrastructure project has not progressed as planned due to funding issues [8] Group 5 - Golden Dragon Fish plans to transfer stakes in two subsidiaries to Mars China for a total of 60 million USD, which is expected to impact its 2026 earnings significantly [8] - Jin Dao Technology intends to issue convertible bonds to raise up to 306 million yuan for various projects [8] - Aerospace Information expects a net loss of 700 million to 980 million yuan for 2025 due to industry changes [10] Group 6 - Tianji Co. forecasts a net profit of 70 million to 105 million yuan for 2025, recovering from a previous loss [10] - Muyuan Foods anticipates a net profit decrease of 12.2% to 17.79% for 2025 [11] - SAIC Group expects a net profit increase of 438% to 558% for 2025, driven by sales growth [12] Group 7 - Haolaike expects a significant drop in net profit for 2025, projecting a decrease of 75.16% to 83.23% [13] - Hainan Development anticipates a net loss of 440 million to 565 million yuan for 2025 [13] - Shuangliang Energy expects to report a loss for 2025 [14] Group 8 - Aijian Group also anticipates a loss for 2025 [14] - Meijin Energy forecasts a net loss of 850 million to 1.25 billion yuan for 2025 [14] - Kunlun Wanwei expects to report a loss for 2025 [14] Group 9 - Xue Rong Biological expects a net profit of 29 million to 40 million yuan for 2025, recovering from a previous loss [15] - Xin Nuo Wei anticipates a net loss of 170 million to 255 million yuan for 2025 due to increased R&D expenses [15] - Shengnuo Biological expects a net profit increase of 204.42% to 280.53% for 2025 [16] Group 10 - Longyuan Construction forecasts a net loss of 1 billion to 1.5 billion yuan for 2025 [17] - Kosen Technology expects a net loss of 245 million to 330 million yuan for 2025 [17] - Daqian Ecology anticipates a net loss of 100 million to 120 million yuan for 2025 [17] Group 11 - Lianfa Co. expects a net profit increase of 38.92% to 58.77% for 2025 [18] - Chongqing Steel anticipates a net loss of 2.5 billion to 2.8 billion yuan for 2025, but expects to reduce losses compared to the previous year [18] - Tongxing Technology forecasts a net profit increase of 74.2% to 125.44% for 2025 [19] Group 12 - Siyuan Electric expects a net profit of 3.163 billion yuan for 2025, a 54.35% increase year-on-year [19] - Luoyang Molybdenum expects a net profit increase of 47.8% to 53.71% for 2025 [20] - Nawei Technology anticipates a net profit increase of 54.51% to 75.03% for 2025 [20] Group 13 - Jingjia Micro expects a net loss of 120 million to 180 million yuan for 2025 [21] - Southwest Securities forecasts a net profit increase of 47% to 57% for 2025 [22] - Wankai New Materials expects a net profit of 156 million to 203 million yuan for 2025, recovering from a previous loss [22] Group 14 - Yilian Network anticipates a slight decrease in net profit for 2025, projecting a decline of 0% to 4% [23] - Baofeng Energy expects a net profit increase of 73.57% to 89.34% for 2025 [23] - Sanmei Co. forecasts a net profit increase of 155.66% to 176.11% for 2025 [23] Group 15 - Zhenyu Technology expects a net profit increase of 96.89% to 116.58% for 2025 [24] - Fute Technology anticipates a net profit increase of 121.98% to 164.26% for 2025 [24] - Guoli Electronics expects a net profit increase of 124.89% to 164.57% for 2025 [24] Group 16 - Shenyu Co. expects a slight decrease in net profit for 2025, projecting a decline of 0.05% to 11.37% [25] - Rongchang Biological plans to increase its share repurchase price limit to 116 yuan per share [26] - Defu Technology plans to repurchase shares for 75 million to 150 million yuan [26] Group 17 - ST Chengchang's stock will resume trading on January 16 after completing a trading fluctuation investigation [27] - Zhi Te New Materials will also resume trading on January 16 after confirming no major changes in business operations [27] - Lio Co. will suspend trading starting January 16 for stock fluctuation investigation [27]

Group 1 - Company announced the third session of the 22nd board meeting will be held on January 15, 2026, combining in-person and communication methods [1] - The meeting will review the proposal for the early redemption of "Jia Mei Convertible Bonds" [1] Group 2 - A new "affordable version" of the Tesla Model 3 may enter the Chinese market, with a range of 480 kilometers [1] - Significant adjustments are occurring in the U.S. market regarding autonomous driving [1]

证券代码：002969 证券简称：嘉美包装 公告编号：2026-016 嘉美食品包装（滁州）股份有限公司 关于提前赎回嘉美转债的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 债券代码：127042 债券简称：嘉美转债 1、赎回价格：100.893 元/张（含当期应计利息，当期年利率为 1.80%，且 当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公司深圳分公 司（以下简称"中登公司"）核准的价格为准。 11、根据安排，截至 2026 年 2 月 5 日收市后仍未转股的"嘉美转债"将被 强制赎回，特提醒"嘉美转债"持有人注意在限期内转股。本次赎回完成后，"嘉 美转债"将在深圳证券交易所（以下简称"深交所"）摘牌。"嘉美转债"持有 人持有的"嘉美转债"存在被质押或被冻结的，建议在停止交易日前解除质押或 冻结，以免出现因无法转股而被强制赎回的情形。 12、风险提示：截至 2026 年 1 月 15 日收市后，"嘉美转债"收盘价为 369.355 元/张。根据赎回安排，截至 2026 年 2 月 5 日收市后尚未实施转股的"嘉 美转债" ...

人民财讯1月15日电，嘉美包装（002969）1月15日公告，公司股票自2025年12月19日至2026年1月15 日，已有15个交易日的收盘价不低于"嘉美转债"当期转股价格的130%(即5.92元/股)，已触发有条件赎回 条款。公司董事会审议通过议案，结合当前市场及公司自身情况，董事会决定行使"嘉美转债"的提前赎 回权利，并授权公司管理层负责后续"嘉美转债"赎回的全部相关事宜。 ...

北京国枫律师事务所 关于嘉美食品包装（滁州）股份有限公司 可转换公司债券提前赎回的 法律意见书 国枫律证字[2020] AN150-13 号 GRANDWAY 北京国枫律师事务所 Grandway Law Offices 国枫律证字[2020] AN150-13 号 北京市东城区建国门内大街 26 号新闻大厦 7、8 层 邮编： 100005 电话（Tel）: 010-88004488/66090088 传真（Fax）: 010-66090016 北京国枫律师事务所 关于嘉美食品包装 (滁州) 股份有限公司 可转换公司债券提前赎回的 法律意见书 致:嘉美食品包装（滁州）股份有限公司(发行人) 根据本所与发行人签订的《律师服务协议书》,本所接受发行人的委托,担 任发行人本次可转换公司债券提前赎回(以下简称"本次赎回")的专项法律顾 问。本所律师已根据相关法律、行政法规、规章和其他规范性文件的规定并按照 律师行业公认的业务标准、道德规范和勤勉尽责精神,对发行人提供的文件和有 关事实进行了核查和验证(以下简称"查验"),并就发行人本次赎回事宜出具 本法律意见书。 对本法律意见书的出具,本所律师特作如下声明: 1. ...

中泰证券股份有限公司（以下简称"中泰证券""保荐机构"）作为嘉美食品 包装（滁州）股份有限公司（以下简称"嘉美包装""公司"）向不特定对象发行 可转换公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证 券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主 板上市公司规范运作》《深圳证券交易所上市公司自律监管指引第 15 号——可转 换公司债券》等法律法规的要求，对公司提前赎回"嘉美转债"有关事项进行了 核查。核查的具体情况如下： 一、"嘉美转债"发行上市情况 中泰证券股份有限公司 关于嘉美食品包装（滁州）股份有限公司 提前赎回"嘉美转债"的核查意见 经中国证券监督管理委员会《关于核准嘉美食品包装（滁州）股份有限公司 公开发行可转换公司债券的批复》（证监许可﹝2020﹞2301 号）核准，公司于 2021 年 8 月 9 日向不特定对象发行了 7,500,000 张可转换公司债券，每张面值为 100 元，发行总额为人民币 750,000,000 元。 （一） 可转债上市情况 经深交所"深证上[2021]868 号"文同意，公司 75,000 万元可转换公司债券 于 2021 ...

证券代码：002969 证券简称：嘉美包装 公告编号：2026-015 债券代码：127042 债券简称：嘉美转债 第三届董事会第二十二次会议决议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 嘉美食品包装（滁州）股份有限公司（以下简称"公司"）第三届董事会第 二十二次会议通知于 2026 年 1 月 12 以电子邮件的方式发出，并于 2026 年 1 月 15 日在公司会议室以现场结合通讯的方式召开，本次会议由公司董事长陈民先 生召集并主持，会议应出席董事 9 名，实际出席董事 9 名。本次会议的召集、召 开方式符合《中华人民共和国公司法》和《公司章程》的有关规定，合法有效。 二、董事会会议审议情况 （一） 审议并通过《关于提前赎回"嘉美转债"的议案》 公司股票自 2025 年 12 月 19 日至 2026 年 1 月 15 日，已出现连续三十个交 易日中有十五个交易日的收盘价格不低于"嘉美转债"当期转股价格的 130%（即 5.92 元/股），已触发《嘉美食品包装（滁州）股份有限公司公开发行可转换债 券募集说明书》中约定的 ...

Market Overview - The packaging and printing sector experienced a decline of 1.89% on January 15, with Jia Mei Packaging leading the drop [1] - The Shanghai Composite Index closed at 4112.6, down 0.33%, while the Shenzhen Component Index closed at 14306.73, up 0.41% [1] Stock Performance - Notable gainers in the packaging and printing sector included: - Huayuan Holdings (002787) with a closing price of 14.25, up 10.04% on a trading volume of 160,100 shares and a turnover of 221 million yuan [1] - New Hongze (002836) closed at 17.14, up 10.01% with a trading volume of 161,000 shares and a turnover of 265 million yuan [1] - Shanghai Ailing (301062) closed at 9.24, up 5.12% with a trading volume of 273,900 shares and a turnover of 250 million yuan [1] - Major decliners included: - Jia Mei Packaging (002969) closed at 17.38, down 9.99% with a trading volume of 1,336,500 shares and a turnover of 2.49 billion yuan [2] - Shunhao Co. (002565) closed at 16.69, down 9.98% with a trading volume of 1,550,600 shares and a turnover of 2.62 billion yuan [2] - Xiangxinglong (920075) closed at 29.90, down 7.29% with a trading volume of 40,700 shares and a turnover of 124 million yuan [2] Capital Flow - The packaging and printing sector saw a net outflow of 590 million yuan from institutional investors, while retail investors contributed a net inflow of 470 million yuan [2] - The sector's capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2][3] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Yinglian Co. (002846) with a net inflow of 12.9 million yuan from institutional investors, but a net outflow from retail investors [3] - Huayuan Holdings (002787) saw a net inflow of 51.26 million yuan from institutional investors, while retail investors withdrew funds [3] - New Hongze (002836) had a net inflow of 37.98 million yuan from institutional investors, but also experienced outflows from retail investors [3]

Core Viewpoint - Jia Mei Packaging is forecasting a significant decline in net profit for the fiscal year 2025, with expected earnings between 85.4371 million and 104 million yuan, representing a year-on-year decrease of 43.02% to 53.38% [1][2]. Financial Performance - The net profit attributable to shareholders is projected to be 85.4371 million yuan, down from 104.4231 million yuan in the same period last year, indicating a decline of 53.38% [2]. - The net profit after deducting non-recurring gains and losses is expected to be 76.8397 million yuan, a decrease of 58.10% compared to 9.58257 million yuan last year [2]. - Basic earnings per share are forecasted to be 0.0870 yuan, down from 0.1063 yuan in the previous year [2]. Business Context - The decline in performance is attributed to 2025 being a "small year" for the beverage industry, with fewer days in the Spring Festival peak season and lower-than-expected demand for beverage gift consumption [2][3]. - Despite the anticipated decline, the company maintains that its performance remains stable within the normal average level for a "small year," and it has made significant adjustments to its business and customer structure, reducing reliance on a single major client [3]. Shareholder Changes - Jia Mei Packaging's stock has experienced a notable surge, attributed to a change in control of the company [4]. - The controlling shareholder, China Food Packaging Co., Ltd., is transferring control to Suzhou Zhuyue Hongzhi Technology Development Partnership, with the actual controller changing to Yu Hao [5][6]. - Yu Hao is recognized as the founder and CEO of the well-known technology brand, Dreame Technology, which has become a leading player in the robotic vacuum sector and is expanding into other areas such as major appliances and drones [8].