Jiamei Packaging(002969)
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1月14日晚间公告 | 紫光国微拟购买瑞能半导并复牌;彩讯股份拟募资逾16亿用于Agent开发项目等
Xuan Gu Bao· 2026-01-14 12:12
Group 1: Resumption of Trading - Unisplendour plans to acquire 100% equity of Ruineng Semiconductor from 14 parties through share issuance and cash payment, leading to stock resumption [1] - Minmetals Development's board approved major asset replacement proposals, resulting in stock resumption [2] - Huibo's actual controller will change to Tianjin State-owned Assets Supervision and Administration Commission, with stock resuming tomorrow [3] Group 2: Private Placement - Lante Optics intends to raise no more than 1.055 billion yuan for AR optical product industrialization, production capacity enhancement of glass aspheric lenses, micro-nano optical components R&D, and working capital [4] Group 3: Equity Transfer - Jinhai High-tech's controlling shareholder, Huitou Holdings, plans to transfer 5% of shares at a price of 12.72 yuan per share through an agreement [4] Group 4: External Investment and Daily Operations - Hongda Electronics' subsidiary plans to invest 1 billion yuan in Wuxi High-tech Development Zone for semiconductor special device chip research, design, production, and testing [5] - Caixun plans to issue convertible bonds to raise no more than 1.46 billion yuan for intelligent computing center construction, Rich AIBox platform R&D upgrades, and enterprise-level AI applications [5] - Dingtong Technology intends to issue convertible bonds to raise no more than 930 million yuan for company expansion, high-speed communication and liquid cooling production, new energy BMS production, and working capital [5] - East China Pharmaceutical's subsidiary received FDA approval for clinical trials of DR10624 injection [6] - Xizi Clean Energy reported a cumulative new order of 5.998 billion yuan for 2025 [7] - Tianli Lithium Energy's subsidiary is expected to reduce production by 1,500 to 2,000 tons due to maintenance [8] Group 5: Performance Changes - CITIC Securities expects a net profit of 30.051 billion yuan in 2025, a year-on-year increase of 38.46% [9] - Four-dimensional Map expects a net profit of 90.0925 million to 117 million yuan in 2025, turning profitable due to the booming market for automotive assisted driving [9] - Jinhai Tong expects a net profit of 160 million to 210 million yuan in 2025, a year-on-year increase of 103.87% to 167.58% due to growing demand in the semiconductor packaging and testing equipment sector [9] - Shanghai Silicon Industry anticipates a net loss of 1.53 billion to 1.28 billion yuan in 2025 [10] - Jiamei Packaging expects a net profit of 85.4371 million to 104 million yuan in 2025, a year-on-year decrease of 43.02% to 53.38% due to a "small year" in the beverage industry [10]
嘉美包装(002969.SZ):预计2025年净利润同比下降43.02%-53.38%
Ge Long Hui A P P· 2026-01-14 12:02
格隆汇1月14日丨嘉美包装(002969.SZ)公布,预计2025年归属于上市公司股东的净利润8,543.71万元~ 10,442.31万元,比上年同期下降53.38%~43.02%,扣除非经常性损益后的净利润7,683.97万元~ 9,582.57万元,比上年同期下降58.10%~47.75%。 2025年,公司业绩虽然与去年同期有较大幅度下降、但仍稳定在"小年"的正常平均水准;同时业务和客 户结构调整效果显著,第一大客户占比、单一大客户依赖风险显著降低。"全产业链饮料服务"平台继续 发展,新客户、新市场、新商业模式下的增量订单已形成规模效益、并具有可持续性。平台战略已覆盖 了市场热销饮料品项(含果冻汽水、燕麦奶、厚椰乳、椰奶、椰子水、豆奶、咖啡、含汽饮料、汽泡 酒、果汁等细分领域)里的初创品牌、网红品牌、跨界品牌;新零售、连锁茶饮的自有产品、白牌产 品;传统头部饮料品牌的新品项等一批潜力客户。部分头部客户订单数量和订单频率增长明显,平台代 工灌装的商业模式发展态势良好,随着规模的进一步提升、在利润方面也有望成为公司新的增长点;并 发挥增强客户粘性的战略意义,为与潜力客户、潜力品项的深度和全方位持续合作、共 ...
嘉美包装发预减,预计2025年度归母净利润同比下降43.02%-53.38%
Zhi Tong Cai Jing· 2026-01-14 12:01
Group 1 - The company, Jiamei Packaging (002969.SZ), has released a performance forecast for the year 2025, expecting a net profit attributable to shareholders of between 85 million and 104 million yuan, representing a year-on-year decline of 43.02% to 53.38% [1] - The primary reason for the performance change is attributed to 2025 being a "small year" for the beverage industry, with fewer days in the Spring Festival peak season [1] - Additionally, the demand for beverage gift consumption scenarios is expected to be below expectations, further impacting the company's performance [1]
嘉美包装(002969.SZ)发预减,预计2025年度归母净利润同比下降43.02%-53.38%
智通财经网· 2026-01-14 12:01
智通财经APP讯,嘉美包装(002969.SZ)发布2025年度业绩预告,预计2025年度归属于上市公司股东的净 利润0.85亿元至1.04亿元,同比下降43.02%-53.38%。业绩变动主要受2025年属于饮料行业的"小年",即 春节旺季落在2025年的天数较少,同时叠加饮料礼品消费场景需求不及预期影响。 ...
嘉美包装:预计2025年净利润同比下降43.02%-53.38%
Ge Long Hui· 2026-01-14 11:41
2025年,公司业绩虽然与去年同期有较大幅度下降、但仍稳定在"小年"的正常平均水准;同时业务和客 户结构调整效果显著,第一大客户占比、单一大客户依赖风险显著降低。"全产业链饮料服务"平台继续 发展,新客户、新市场、新商业模式下的增量订单已形成规模效益、并具有可持续性。平台战略已覆盖 了市场热销饮料品项(含果冻汽水、燕麦奶、厚椰乳、椰奶、椰子水、豆奶、咖啡、含汽饮料、汽泡 酒、果汁等细分领域)里的初创品牌、网红品牌、跨界品牌;新零售、连锁茶饮的自有产品、白牌产 品;传统头部饮料品牌的新品项等一批潜力客户。部分头部客户订单数量和订单频率增长明显,平台代 工灌装的商业模式发展态势良好,随着规模的进一步提升、在利润方面也有望成为公司新的增长点;并 发挥增强客户粘性的战略意义,为与潜力客户、潜力品项的深度和全方位持续合作、共同成长提供新动 力。公司与近年来部分头部的创新品牌的全方位合作的商业模式开始起步,启动PET无菌冷灌装业务板 块,在资本、供应链、市场等方面深度绑定、共同成长。传统核心优势业务订单数量稳定在"小年"平均 水平、奠定公司可持续发展的基础。同时在植物蛋白饮料、含乳饮料、混合蛋白饮料、凉茶等细分领域 的传 ...
嘉美包装:预计2025年净利润同比下降43.02%~53.38%
Ge Long Hui A P P· 2026-01-14 10:47
Group 1 - The core viewpoint of the article indicates that Jiamei Packaging expects a significant decline in net profit for the fiscal year 2025, projecting between 85.4371 million to 104 million yuan, which represents a year-on-year decrease of 43.02% to 53.38% [1] Group 2 - The company's performance fluctuation is primarily attributed to 2025 being a "small year" for the beverage industry, with fewer days in the Spring Festival peak season [1] - Additionally, the demand for beverage gift consumption scenarios is anticipated to be below expectations, further impacting the company's financial outlook [1]
嘉美包装:预计2025年归母净利润同比下降43.02%-53.38%
Xin Lang Cai Jing· 2026-01-14 10:47
Core Viewpoint - The company Jia Mei Packaging expects a significant decline in net profit attributable to shareholders for 2025, forecasting a range of 85.4371 million to 104 million, representing a year-on-year decrease of 43.02% to 53.38% [1] Group 1: Financial Performance - The projected net profit for 2025 is between 85.4371 million and 104 million [1] - The anticipated decline in profit is attributed to the beverage industry experiencing a "small year" in 2025, with fewer days in the Spring Festival peak season [1] - The demand for beverage gift consumption scenarios is expected to be below expectations, further impacting performance [1]
19天14板嘉美包装:2025年净利润同比预降43.02%-53.38%
Di Yi Cai Jing· 2026-01-14 10:43
Core Viewpoint - The company Jia Mei Packaging expects a significant decline in net profit for the fiscal year 2025, primarily due to unfavorable market conditions in the beverage industry, particularly during the Spring Festival season [2] Group 1: Financial Performance - Jia Mei Packaging forecasts a net profit attributable to shareholders of 85.4371 million to 104 million yuan for 2025, representing a year-on-year decrease of 43.02% to 53.38% [2] Group 2: Industry 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 [2] - Additionally, the demand for beverage gift consumption scenarios is expected to fall short of expectations, further impacting the company's performance [2]
嘉美包装:2025年净利同比预降43%~53%
Mei Ri Jing Ji Xin Wen· 2026-01-14 10:39
每经AI快讯,1月14日,嘉美包装(002969)发布2025年度业绩预告,预计归属于上市公司股东的净利 润为8543.71万元至1.04亿元,比上年同期下降43.02%至53.38%。公司业绩变动主要受2025年属于饮料 行业的"小年",即春节旺季落在2025年的天数较少,同时叠加饮料礼品消费场景需求不及预期影响。 ...
嘉美包装(002969) - 2025 Q4 - 年度业绩预告
2026-01-14 10:35
证券代码:002969 证券简称:嘉美包装 公告编号:2026-013 债券代码:127042 债券简称:嘉美转债 嘉美食品包装(滁州)股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性 陈述或重大遗漏。 二、与会计师事务所沟通情况 本次业绩预告的相关财务数据未经注册会计师审计。公司就业绩预告有关事项与会计 师事务所进行了初步沟通,双方不存在分歧。 一、本期业绩预计情况 1、业绩预告期间:2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况:预计净利润为正值且属于同向下降 50%以上情形 (1)以区间数进行业绩预告的 单位:万元 | 项 目 | | | 本报告期 | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | 8,543.71 | ~ | 10,442.31 | | | 东的净利润 | 比上年同期 | 53.38% | ~ | 43.02% | 18,327.33 | | | 下降 | | | | | | 扣除非经常性损益 | | 7 ...