证券日报网讯嘉美包装（002969）10月15日在互动平台回答投资者提问时表示，公司平台代工灌装的商 业模式发展态势良好，有望成为公司新的盈利增长点；并发挥增强客户黏性的战略意义，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，在资本、供应链、市场等方面深度绑定、共同成长。传统核心客户中的 各业务板块交叉销售有明显进展。公司也积极拓展三片马口铁啤酒罐和二片铝罐越南市场出口业务等新 市场并取得成效。 ...

Core Viewpoint - The company, 嘉美包装 (Jia Mei Packaging), has a diverse client base in the beverage and beer industry, including both well-known and emerging brands, indicating a strong market presence and operational capability [1] Group 1: Clientele and Market Coverage - The company serves major domestic beverage brands, including 六个核桃 (Six Walnuts), 旺旺 (Wang Wang), 王老吉 (Wang Lao Ji), 银鹭食品 (Yin Lu Food), and 露露 (Lu Lu), which have consistently ranked among the top ten clients for over twenty years [1] - The company also collaborates with leading beer brands such as 燕京 (Yanjing), 雪花 (Snow Beer), and 青岛 (Tsingtao), showcasing its extensive reach in the beer market [1] Group 2: Business Model and Strategy - The company's full industry chain beverage service platform allows it to engage with a wide range of soft drink brands, both established and new, as well as private label products in the new retail sector [1] - The company has achieved favorable results in meeting its market coverage sales targets, indicating effective alignment between its business strengths and the supply chain demands of its brand clients [1]

Core Viewpoint - The company has previously provided limited iron printing services and lids for Wahaha's Eight Treasure Porridge three-piece cans, and has also supplied a small quantity of three-piece cans for Wahaha's Qili Energy Drink [1] - The company has engaged in minor collaboration with the "kellyone" brand for sugar-free tea filling services and continues to explore partnership opportunities with various beverage brands [1] Summary by Categories - **Company Collaborations** - The company has supplied limited services to Wahaha for both Eight Treasure Porridge and Qili Energy Drink [1] - There has been minor collaboration with the "kellyone" brand for sugar-free tea [1] - **Future Opportunities** - The company is actively looking for collaboration opportunities with different beverage brands [1]

Core Insights - The successful sale of two residential plots and one industrial plot in Baiyun District, Guangzhou, totaled over 2 billion yuan, indicating strong market interest and investment potential in the area [1][3][10] - The rapid development of Baiyun District is attracting non-local enterprises to invest in the housing market, highlighting the district's growing appeal as an investment destination [1][10][11] Group 1: Residential Land Sales - The residential plots are closely linked to the urban village renovation in Baiyun District, which will accelerate the transformation process [1][3] - The plot on Qifu Road was acquired by Guangzhou Lvying Real Estate Development Co., Ltd. for approximately 1.333 billion yuan, with a floor price of about 33,000 yuan per square meter [1][3] - The successful sale of these plots reflects the district's robust planning and market engagement, contributing to a favorable business environment [3][10] Group 2: Industrial Land Sales - The industrial plot on Guanghua Road was acquired by Guangzhou Jiangfeng Industrial Co., Ltd. for 72 million yuan, aimed at establishing a food processing base and related facilities [11][13] - Jiangfeng Industrial, a local enterprise, plans to expand its production capacity, reflecting the ongoing growth of modern agriculture in Baiyun District [11][13] - The district's modern agricultural sector is thriving, with significant investments and projects being developed, enhancing its industrial landscape [11][13] Group 3: Urban Development and Infrastructure - The Baiyun District government approved a detailed plan for the Baiyun Station to Baiyun New City area, which includes the renovation of Tangchong and Xiaogang villages, further enhancing the region's development prospects [5] - The Qifu Road plot is strategically located near key transportation hubs, including metro lines and the Baiyun International Conference Center, underscoring its advantageous position [3][10] - Baiyun New City is becoming a hub for high-end industries, attracting a significant influx of talent and investment, which supports the area's economic growth [3][10]

Core Viewpoint - The company, Jia Mei Packaging, announced a share buyback plan, indicating a strategic move to enhance shareholder value and confidence in the company's future performance [1] Group 1 - As of September 30, 2025, the company has repurchased a total of 12,900,000 shares [1] - The repurchased shares represent 1.35% of the company's total share capital [1]

Group 1 - The company, Jiamei Packaging, announced on October 9 that it has repurchased a total of 12.9 million shares, accounting for 1.35% of its total share capital, with a total transaction amount of approximately 43.99 million yuan [1] - The highest transaction price during the buyback was 3.54 yuan per share, while the lowest was 3.26 yuan per share [1] - As of the report, Jiamei Packaging has a market capitalization of 3.3 billion yuan [1] Group 2 - For the first half of 2025, Jiamei Packaging's revenue composition is as follows: metal packaging accounts for 76.2%, filling accounts for 13.38%, and others account for 10.42% [1]

Core Viewpoint - Jia Mei Packaging (002969.SZ) has announced a share buyback program, indicating a strategic move to enhance shareholder value and confidence in the company's future prospects [1] Summary by Categories Share Buyback Details - The company has repurchased a total of 12,900,000 shares, which represents 1.35% of its current total share capital [1] - The highest transaction price during the buyback was 3.54 CNY per share, while the lowest was 3.26 CNY per share [1] - The total amount spent on the buyback was 43,991,640 CNY, excluding transaction fees [1]

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 证券代码：002969 证券简称：嘉美包装 公告编号：2025-067 关于股份回购进展情况的公告 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、 回购方案的主要内容 嘉美食品包装（滁州）股份有限公司（以下简称"公司"）于 2024 年 10 月 29 日召开第三届董事会第十一次会议，于 2024 年 11 月 15 日召开 2024 年第二 次临时股东大会，分别审议通过了《关于以集中竞价交易方式回购公司股份方案 的议案》，同意公司使用自有资金或回购专项贷款以集中竞价方式回购部分公司 已发行的人民币普通股（A 股）股票，回购的股份将用于转换公司发行的可转换 为股票的公司债券，回购股份资金总额不低于人民币 7,500 万元（含）且不超过 人民币 15,000 万元（含），回购价格不超过人民币 4.40 元/股（含）。本次回购的 实施期限为自股东大会审议通过之日起 12 个月内。详见公司分别于 2024 年 10 月 31 日 、 2024 年 11 月 18 日 刊 登 在 《 ...

证券代码：002969 证券简称：嘉美包装 公告编号：2025-066 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 2025 年第三季度可转换公司债券转股情况的公告 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： 根据《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 15 号——可转换公司债券》的有关规定，嘉美食品包装（滁州）股份有 限公司（以下简称"公司"）现将 2025 年第三季度可转换公司债券（以下简称 "可转债"）转股及公司股份变动情况公告如下： 一、 可转债发行上市情况 （一） 可转债发行情况 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。 （二） 可转债上市情况 经深交所"深证上[2021]868 号"文同意，公司 75, ...

Wind数据显示，9月29日，4家上市公司回购股票，其中嘉美包装回购金额最高达926万元，回购数量 265万股，凯龙高科回购金额达50万元，回购数量10万股，万孚生物回购金额达28万元，回购数量1.3万 股。 ...