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 ...

证券之星消息，1月14日包装印刷板块较上一交易日上涨0.52%，喜悦智行领涨。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。包装印刷板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301198 | 喜悦智行 | 15.45 | 12.77% | 19.65万 | 2.94亿 | | 002969 | 嘉美包装 | 19.31 | 10.03% | 57.82万 | 11.04亿 | | 600076 | 康欣新材 | 4.06 | 10.03% | 43.85万 | 1.75亿 | | 603687 | 大胜达 | 11.42 | 10.02% | 39.27万 | 4.29亿 | | 920075 | 柏星龙 | 32.25 | 8.00% | 7.23万 | 2.30亿 | | 920163 | 方大新材 | 16.40 | 7.82% | 2.53万 | 3947.65万 | | 002787 | 华源控股 | 12 ...

AI and Digital Marketing - Company launched AI marketing tool eGenius, generating initial AI marketing revenue [2] - Liou Co. introduced a large model in marketing, providing a one-stop intelligent platform for advertising clients [2] - Company developed HochiGEO AI tool for monitoring AI search platforms, offering strategies for content distribution [2] - Company created "Lingxi AI" to assist in marketing processes, integrating various AI services [2] - Company partnered with universities to explore AI applications in intelligent communication [2] Healthcare and Medical Technology - Company implemented AI report interpretation in hospitals, enhancing patient experience and improving medical record quality [4] - Company collaborated with Huawei to develop a health management AI robot, aiming to lead the industry [4] - Company integrated advanced medical management experience with AI products to enhance healthcare information systems [4] Satellite and Communication Technology - Company is a major player in satellite internet, providing integrated baseband and RF chips [5] - Company launched innovative products for smart shipping and satellite internet platforms [4] - Company is involved in low-orbit satellite communication, developing relevant products [4] Financial Technology - Company is a leading provider of smart banking solutions, exploring AI applications in finance [7] - Company is a major shareholder in Tianhong Fund, enhancing its financial service capabilities [7] - Company utilizes blockchain technology to create a digital bill system [7] Consumer Goods and Retail - Company is a leading retail chain in Zhejiang, focusing on prepared food sales [8] - Company is a major player in outbound tourism, exploring "tourism + shopping" business models [8] - Company is a leading e-commerce platform for alcoholic beverages, managing various well-known brands [8]

Core Viewpoint - The founder and CEO of Pursuit Technology, Yu Hao, aims to create the world's first trillion-dollar company ecosystem, projecting a significant increase in company value compared to current market leaders like Nvidia and Tesla [2]. Group 1: Company Overview - Pursuit Technology was founded in 2017 and initially operated as an OEM for Xiaomi, producing vacuum cleaners and robotic cleaners. It has since developed its own brand and is now recognized as one of the "Four Little Dragons" in the cleaning appliance industry alongside Ecovacs, Roborock, and Yunji [3][4]. - The company has expanded its business into major appliances, drones, and is venturing into the automotive sector, planning to launch a luxury electric vehicle by 2027 [4]. Group 2: Recent Developments - Pursuit Technology is in the process of acquiring a controlling stake in Jia Mei Packaging (002969.SZ) through its controlled entity, Zhuyue Hongzhi Technology Development Partnership, aiming to hold approximately 54.90% of the shares [2][3]. - The acquisition involves a total investment of approximately 2.282 billion yuan, with a share transfer price set at 4.45 yuan per share [3]. Group 3: Financial and Market Position - Yu Hao's wealth is estimated at 8.5 billion yuan, placing him among the top 1000 in the 2025 Hurun Rich List [3]. - Pursuit Technology's products are available in over 100 countries and regions, with more than 6,000 physical retail locations and services provided to over 30 million households [4].

Core Viewpoint - The founder and CEO of ZhiMi Technology, Yu Hao, aims to create the world's first trillion-dollar company ecosystem, projecting a significant increase in company value compared to current market leaders like Nvidia and Tesla [1]. Group 1: Company Overview - ZhiMi Technology was founded in 2017 and initially operated as an OEM for Xiaomi, producing vacuum cleaners and robotic vacuums before establishing its own brand in 2019 [4]. - The company is recognized as one of the "Four Little Dragons" in the cleaning appliance industry, alongside Ecovacs, Roborock, and Yunji [4]. - Yu Hao, at 38 years old, is listed among the top 1000 on the 2025 Hurun Rich List with a wealth of 8.5 billion yuan [4]. Group 2: Recent Developments - ZhiMi Technology is in the process of acquiring a controlling stake in JiaMei Packaging, with a total transaction value of approximately 2.282 billion yuan [2][4]. - The acquisition involves a share transfer of 29.90% from JiaMei's controlling shareholder at a price of 4.45 yuan per share, totaling around 1.243 billion yuan [2]. - If the acquisition is completed, ZhiMi will hold 54.9% of JiaMei Packaging, making Yu Hao the actual controller of the company [4]. Group 3: Business Expansion - ZhiMi Technology has diversified its business into major appliances, drones, and is planning to enter the electric vehicle market, with a luxury electric vehicle set to launch by 2027 [4][5]. - The company has also established a business unit focused on intelligent astronomical optical systems and plans to release its first smartphone, Dreame Space, which has already received over 100 million yuan in pre-orders [5]. - ZhiMi's products are available in over 100 countries and regions, with a presence in more than 6,000 physical retail stores, serving over 30 million households [5].

Market Overview - On January 12, the market experienced a significant rally, with all three major indices rising over 1%. The Shanghai Composite Index increased by 1.09% to close at 4165.29 points, the Shenzhen Component rose by 1.75% to 14366.91 points, and the ChiNext Index gained 1.82% to 3388.34 points. The total trading volume in the Shanghai and Shenzhen markets reached 3.6 trillion yuan, marking the second consecutive day of surpassing 3 trillion yuan, an increase of 478.7 billion yuan compared to the previous trading day, setting a new historical record for trading volume in 2024 [1]. Sector Performance - The AI application sector saw a broad surge, with stocks like Ingrity Media achieving five consecutive daily limits, and other companies such as Liou Co., Meian Health, and Tianxia Show also hitting daily limits. The commercial aerospace sector continued its strong performance, with Jin Feng Technology achieving five consecutive limits and Tongyu Communications hitting three limits in four days. The controllable nuclear fusion concept also showed active performance, with China Nuclear Engineering hitting three limits in four days. Conversely, sectors such as insurance, oil and gas, and real estate experienced notable declines [1]. Stock Highlights - A total of 183 stocks in the market (excluding ST and delisted stocks) hit daily limits, with 45 stocks achieving consecutive limits. The overall limit rate was 79%. Notable stocks included Jiamei Packaging, which saw a change in control and achieved 13 limits in 17 days, and Fenglong Co., which achieved 12 consecutive limits. Other highlighted stocks included commercial aerospace stocks like Luxin Investment and Lei Ke Defense, which achieved 10 and 7 limits respectively, and AI application stock Zhi Te New Materials, which achieved six consecutive limits [1]. Emerging Trends - The commercial aerospace sector is gaining traction, with a reported 200,000 new satellite applications in China, primarily from the newly established Radio Innovation Institute. In the nuclear power and fusion sectors, Meta has partnered with Vistra, Oklo, and TerraPower to invest in nuclear power plants to supply electricity for AI applications. Additionally, Elon Musk announced plans to open-source new algorithms within a week, which will include codes for recommending natural content and advertisements to users [14].

Market Performance - The packaging and printing sector increased by 2.21% on January 12, with Baixinglong leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Individual Stock Performance - Baixinglong (code: 920075) closed at 31.72, up 12.01% with a trading volume of 65,000 shares and a transaction value of 198 million yuan [1] - Jiamei Packaging (code: 002969) closed at 16.58, up 10.02% with a trading volume of 43,100 shares and a transaction value of 71.38 million yuan [1] - Jingjia Co. (code: 002191) closed at 4.68, up 8.84% with a trading volume of 1,063,300 shares [1] - Other notable stocks include Hexing Packaging (code: 002228) up 5.47%, Zhuhai Zhongfu (code: 000659) up 5.46%, and Wangzi New Materials (code: 002735) up 4.82% [1] Capital Flow Analysis - The packaging and printing sector experienced a net outflow of 895 million yuan from institutional investors, while retail investors saw a net inflow of 644 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow for Selected Stocks - Jingjia Co. (code: 002191) had a net inflow of 69.04 million yuan from institutional investors, but a net outflow from retail investors of 57.78 million yuan [3] - Hexing Packaging (code: 002228) saw a net inflow of 39.77 million yuan from institutional investors, with retail investors experiencing a net outflow of 42.49 million yuan [3] - Jiamei Packaging (code: 002969) had a net inflow of 22.63 million yuan from institutional investors, while retail investors faced a net outflow of 14.32 million yuan [3]

Core Viewpoint - The significant surge in the stock price of Jiamei Packaging (002969) is primarily driven by a change in control transaction, with the company experiencing a remarkable increase of 263.60% over 14 trading days, making it one of the most watched stocks in the A-share market [1] Group 1: Stock Performance - Jiamei Packaging's stock price reached a limit-up of 16.58 yuan per share, with over 300 million yuan in buying interest as of midday trading [1] - The company has achieved 12 limit-up days within 14 trading days since December 17, 2025 [1] Group 2: Control Change Transaction - On December 16, 2025, Jiamei Packaging announced that its controlling shareholder, China Food Packaging Co., Ltd. (referred to as "Zhongbao Hong Kong"), signed a share transfer agreement with Suzhou Zhuyue Hongzhi Technology Development Partnership [1] - Zhuyue Hongzhi plans to acquire 54.9% of Jiamei Packaging's shares at a price of 4.45 yuan per share, totaling approximately 2.28 billion yuan [1] Group 3: New Leadership and Market Speculation - Yu Hao, the founder and CEO of the well-known robot vacuum brand, Dreame Technology, is set to become the actual controller of Jiamei Packaging [2] - There is speculation about potential "technology empowerment" and industrial upgrades under Yu Hao's leadership, with rumors of a possible reverse merger for Dreame Technology [2] Group 4: Company Performance and Risks - Jiamei Packaging has stated that there are no plans to change its main business or make significant adjustments in the next 12 months, nor any plans for a reverse merger in the next 36 months [3] - The company reported a net profit of 39.16 million yuan for the first three quarters of 2025, a decrease of 47.25% year-on-year, indicating a stark contrast between stock performance and financial health [3]

Core Viewpoint - The company, Jia Mei Packaging, announced a significant stock price increase of 230.48% from December 17, 2025, to January 6, 2026, leading to a temporary suspension of trading to investigate the unusual volatility [1] Group 1 - The stock price of Jia Mei Packaging experienced a substantial increase, raising concerns about its divergence from the company's fundamentals [1] - The company initiated a trading suspension to protect investor interests and conduct a thorough investigation into the stock price fluctuations [1] - Following the completion of the investigation, the company applied for the resumption of trading, which is set to occur on January 12, 2026 [1]

Group 1 - The market focus stocks include Fenglong Co., which has a 11-day continuous rise, and Jia Mei Packaging, which has a 12-day continuous rise, both hitting the upper limit during the auction [2] - Tianpu Co. experienced a 4-day continuous decline, hitting the lower limit during the auction, while Guosheng Technology opened up by 7.98% after 5 days of trading [2] - The commercial aerospace concept stock Luxin Chuangtou has a 9-day continuous rise, hitting the upper limit during the auction, and Goldwind Technology opened up by 6.42% after 10 days of trading [2] Group 2 - China Satellite Communications opened up by 4.10% after 9 days of trading, indicating positive market sentiment [2] - AI application concept stocks such as Zhite New Materials and Kuaiyi Elevator both hit the upper limit during the auction, reflecting strong investor interest [2] - The nuclear power sector saw China First Heavy Industries open up by 5.36% after 3 days of trading, while Hongxun Technology remained flat [2]