每经AI快讯，12月23日，嘉美包装(002969.SZ)发布股票交易异常波动公告称，截至本公告披露日，公 司主营业务仍为食品饮料包装容器的研发、设计、生产和销售及提供饮料灌装服务，未发生重大变化。 逐越鸿智不存在未来12个月内改变上市公司主营业务或对上市公司主营业务进行重大调整的计划；不存 在未来12个月内对上市公司或其子公司的资产和业务进行出售、合并、与他人合资或合作、或上市公司 拟购买或置换资产的计划；不存在未来36个月内通过上市公司借壳上市的计划或安排。公司将根据后续 进展情况及时履行相关信息披露义务，敬请广大投资者理性投资，注意投资风险。 登录新浪财经APP 搜索【信披】查看更多考评等级 ...

证券代码：002969 证券简称：嘉美包装 公告编号：2025-092 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 关于股票交易异常波动的公告 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： 1、嘉美食品包装（滁州）股份有限公司（以下简称"公司"）控股股东中 国食品包装有限公司（以下简称"中包香港"）与苏州逐越鸿智科技发展合伙 企业（有限合伙）（以下简称"逐越鸿智"）签署了《关于嘉美食品包装（滁 州）股份有限公司之股份转让协议》。 2、截至本公告披露日，公司主营业务仍为食品饮料包装容器的研发、设计、 生产和销售及提供饮料灌装服务，未发生重大变化。逐越鸿智不存在未来 12 个 月内改变上市公司主营业务或对上市公司主营业务进行重大调整的计划；不存 在未来 12 个月内对上市公司或其子公司的资产和业务进行出售、合并、与他人 合资或合作、或上市公司拟购买或置换资产的计划；不存在未来 36 个月内通过 上市公司借壳上市的计划或安排。公司将根据后续进展情况及时履行相关信息 披露义务，敬请广大投资者理性投资，注意投资风险。 3、 ...

【12月23日涨停分析】智通财经12月23日电，今日全市场共54股涨停，连板股总数17只，21股封板未 遂，封板率为72%（不含ST股、退市股）。焦点股方面，福建本地股安记食品16天9板、鹭燕医药5连 板，实控人变更的胜通能源8连板、嘉美包装5连板，商业航天概念股神剑股份4连板。 转自：智通财经 ...

每经AI快讯，12月23日，今日午盘全市场共39股涨停，连板股总数12只，19股封板未遂，封板率为67% (不含ST股、退市股)。焦点股方面，实控人变更的胜通能源（001331）8连板、嘉美包装（002969）5连 板，福建本地股安记食品（603696）16天9板，商业航天概念股神剑股份（002361）4连板。 ...

Core Viewpoint - The acquisition announcement by Jamei Packaging has led to a significant surge in its stock price, with five consecutive trading days of limit-up, indicating strong market interest and speculation around the deal [1][2][13]. Group 1: Acquisition Details - Jamei Packaging's controlling shareholder, China Food Packaging Co., signed a share transfer agreement with Suzhou Zhuyue Hongzhi Technology Development Partnership to sell approximately 279 million shares at a price of 4.45 yuan per share, totaling 1.243 billion yuan [1][12]. - Zhuyue Hongzhi plans to make a partial tender offer to acquire an additional 233 million shares from other shareholders at the same price, representing 25% of the total share capital, with a total consideration of 1.039 billion yuan [1][12]. - If the transaction is completed, Zhuyue Hongzhi will invest up to 2.282 billion yuan to acquire a stake of no more than 54.9%, becoming the controlling shareholder of Jamei Packaging [2][13]. Group 2: Financial Backing and Stakeholders - The funding for the acquisition will come from Zhuyue Hongzhi's own or self-raised funds, with some expected to be sourced through bank loans [4][14]. - The ultimate beneficiary of Zhuyue Hongzhi is Yu Hao, the founder of Traceless Technology, who will become the actual controller of Jamei Packaging [2][13]. - Traceless Technology has significant financial involvement, with its affiliated companies contributing a total of 78.1% of the funding for the acquisition [4][18]. Group 3: Market Reaction and Implications - Following the acquisition announcement, Jamei Packaging's stock price increased by 46.5%, with the current share price at 7.35 yuan, which is 65.2% higher than the acquisition price [2][13]. - The acquisition is part of a broader trend where technology companies are acquiring traditional industry-listed companies, with three similar cases occurring within the year [8][19]. - The acquisition may allow Traceless Technology to inject its assets into Jamei Packaging for future capital market opportunities, while also providing a means to finance other product lines through the listed company [11][22].

Core Viewpoint - The new regulations from the China Securities Regulatory Commission (CSRC) significantly alter the landscape of corporate control, making it more challenging for capital players to use previous tactics like "voting rights entrustment" to gain control over listed companies [3][21][41] Group 1: Regulatory Changes - On December 5, 2025, the CSRC released a draft regulation stating that "shareholders shall not transfer voting rights to others to be exercised according to others' will," effectively ending the common practice of "shell games" by capital giants [3][23] - The new rules aim to close loopholes that allowed for low-cost control of companies through voting rights entrustment, which often led to internal conflicts and harmed minority shareholders [6][21][41] Group 2: Case Study of Jiamai Packaging - Zhuyao Hongzhi plans to acquire control of Jiamai Packaging (002969.SZ) using a combination of "agreement transfer + voting rights waiver + voluntary offer," with a total cash outlay of 22.82 billion [4][25] - The first step involved acquiring 29.9% of shares (2.79 billion shares) for 12.43 billion, strategically avoiding triggering mandatory takeover rules [10][31] - The agreement included a waiver of voting rights from the original controlling shareholder, allowing Zhuyao Hongzhi to effectively control the company with less than 30% ownership [11][32] Group 3: Financial Performance and Future Outlook - Jiamai Packaging has faced financial difficulties, with revenues around 3 billion but profits fluctuating significantly, including a profit of only 17 million in 2022 and a 47% year-on-year decline in profits to 39.16 million in the first three quarters of 2025 [17][37] - The acquisition strategy reflects a shift towards substantial control, aligning with the new regulatory emphasis on ownership and control matching, which may lead to a more stable governance structure [14][34][41] - The market is observing whether this new acquisition model will become the norm, as Zhuyao Hongzhi's significant investment suggests a long-term commitment to Jiamai Packaging's operational improvement [15][35][41]

Core Viewpoint - The new regulations from the China Securities Regulatory Commission (CSRC) significantly alter the landscape of corporate control, making it more challenging for capital players to use low-cost methods like "voting rights entrustment" to gain control over listed companies. This shift emphasizes the importance of substantial equity acquisitions for long-term development [3][28]. Regulatory Restructuring: End of Voting Rights Entrustment - The previous method of "agreement transfer + voting rights entrustment" allowed capital players to control a listed company with minimal investment, leading to potential conflicts and instability within the company [6][8]. - Historical examples, such as *ST Xinyuan and Wantu Technology, illustrate the fragility of voting rights entrustment, which can lead to internal strife and financial losses for minority shareholders [7][8]. New Acquisition Strategies: Case of Jiamei Packaging - In response to the new regulations, market participants are pushed towards a more thorough acquisition approach that aligns ownership with control [14]. - The acquisition strategy employed by Zhuyue Hongzhi involved a combination of "agreement transfer + voting rights waiver + active offer," allowing them to secure a 29.9% stake in Jiamei Packaging without triggering mandatory takeover rules [15][19]. - This strategy not only establishes a strong shareholder position but also provides a clear exit path for the original controlling shareholders, ensuring a smooth transition of control [20]. Future Landscape: Will New Models Become the Norm? - Zhuyue Hongzhi's significant investment of over 2 billion yuan in Jiamei Packaging indicates a strategic interest in the company's tangible assets and potential for growth [21][24]. - The success of this acquisition model will depend on whether it can lead to improved operational performance and shareholder value in the long term, marking a departure from previous practices reliant on superficial agreements [28].

Market Overview - The market experienced a strong rebound with all three major indices rising, particularly the ChiNext Index which increased by over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion yuan, an increase of 136 billion yuan compared to the previous trading day [1] - A total of 80 stocks hit the daily limit, while 32 stocks faced limit down, resulting in a limit-up rate of 71% [1] Stock Performance - Notable stocks included Victory Energy with a seven-day limit-up streak, and Luyuan Pharmaceutical and Zhuangyuan Pasture with four consecutive limit-ups [1][4] - The stock of Anji Food achieved eight limit-ups over 15 days, while Dongbai Group had six limit-ups over 12 days [1][4] - The overall market saw over 2,900 stocks rise, with sectors like Hainan Free Trade Zone, precious metals, and computing hardware leading the gains, while sectors such as pharmaceutical retail, film and cinema, education, and banking faced declines [1] Sector Analysis - The Hainan Free Trade Zone concept saw a significant boost following the official launch of the island-wide closure operation, with local duty-free stocks like Hainan Development and Hainan Group achieving consecutive limit-ups [5] - The computing hardware sector was positively impacted by a surge in U.S. stocks, with Coreweave rising by 22%, leading to a rebound in A-share computing hardware stocks [6] - The storage chip industry is experiencing high demand, with Micron's optimistic earnings guidance prompting a rush among manufacturers to secure production capacity through 2026 and 2027 [7] Emerging Trends - The introduction of humanoid robots at a concert has sparked interest in the robotics sector, with stocks like Shikong Co. and Zhaowei Electric seeing significant gains [8][19] - The semiconductor industry is projected to reach a record high in sales, with a forecast of $133 billion in 2025, reflecting a 13.7% year-on-year growth [21] - The commercial aerospace sector is gaining traction, with recent successful satellite launches enhancing investor interest [24] Future Outlook - The market's strong performance is expected to continue, but caution is advised as the enthusiasm for chasing stocks may be limited as the year-end approaches [9][10] - The need for the Shanghai Composite Index to maintain its position above the 60-day moving average for a sustained period is critical for confirming the breakout's validity [9]

Group 1 - The controlling shareholder, China Food Packaging Co., Ltd. (中包香港), has signed a share transfer agreement with Suzhou Zhuyue Hongzhi Technology Development Partnership (逐越鸿智) to transfer 54.90% of Jia Mei Packaging's shares at a price of 4.45 yuan per share [2][3] - After the share transfer, Zhuyue Hongzhi will become the controlling shareholder of Jia Mei Packaging, with Yu Hao as the new actual controller [3] - Jia Mei Packaging reported a revenue of 2.039 billion yuan for the first three quarters, a year-on-year decrease of 1.94%, and a net profit of 39.16 million yuan, down 47.25% year-on-year [3] Group 2 - The share transfer involves the transfer of 279 million unrestricted circulating shares by 中包香港, representing 29.9% of the total share capital [3] - Zhuyue Hongzhi plans to further acquire 233 million shares through a partial tender offer, which represents 25% of the total share capital [3] - The shareholders 富新投资 and 中凯投资 will also participate in the tender offer, with proposed acquisitions of 88.99 million shares (9.53%) and 23.27 million shares (2.49%) respectively [3]

嘉美包装盘中涨停，已连收4个涨停板，截至9:25，该股报6.68元，换手率0.03%，成交量25.27万股，成 交金额168.80万元，涨停板封单金额为20.27亿元。连续涨停期间，该股累计上涨46.49%，累计换手率 为1.01%。最新A股总市值达63.82亿元，A股流通市值63.41亿元。 （文章来源：证券时报网） 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净卖出467.87万元，营业部席位合计净买入2770.59万元。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.19 | 9.96 | 0.30 | 1287.81 | | 2025.12.18 | 9.96 | 0.16 | 767.07 | | 2025.12.17 | 10.09 | 0.52 | 1686.47 | | 2025.12.09 | 7.80 | 12.84 | 6757.83 | | 2025.12.08 | -2.08 | 11.52 | ...