证券代码：003018 证券简称：金富科技 公告编号：2026-001 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。 一、 公司通过高新技术企业重新认定情况 根据全国高新技术企业认定管理工作领导小组办公室于近日发布的《对广东 省认定机构 2025 年认定报备的第二批高新技术企业进行备案的公告》，金富科 技股份有限公司(以下简称"公司")被列入《广东省认定机构 2025 年认定报备 的第二批高新技术企业备案名单》，通过了高新技术企业认定，具体情况如下： 企业名称：金富科技股份有限公司 证书编号：GR202544006614 发证日期：2025 年 12 月 19 日 有效期：三年 金富科技股份有限公司 关于公司通过高新技术企业、广东省专精特新中小企业 重新认定的公告 本次认定系公司原专精特新中小企业有效期满后的重新认定，是对公司专业 化、精细化、特色化、新颖化的认可，也是对公司创新能力、业务发展规模等方 1 面的肯定，有利于提高公司品牌的知名度和行业影响力，进一步增强公司的市场 竞争力，对公司的长远发展具有积极作用。 上述通过高新技术企业、广东省专精特新中小企 ...

Core Viewpoint - Jinfu Technology (003018.SZ) announced the termination of its acquisition of Lanyuan Technology due to the inability to reach consensus on key terms, adding uncertainty to its strategic transformation efforts [1][4]. Group 1: Acquisition Attempt - Jinfu Technology planned to acquire at least 51% of Lanyuan Technology, a company focused on high-speed cable development and production, which serves major clients like Nvidia and Amazon [2][8]. - Following the announcement of the acquisition plan, Jinfu Technology's stock surged, achieving a cumulative increase of 94.9% over seven consecutive trading days [11]. - The acquisition was intended to mark Jinfu Technology's entry into the AI infrastructure sector, diverging from its traditional packaging business [10]. Group 2: Financial Performance - Jinfu Technology's revenue for the first three quarters of 2025 was 660 million yuan, reflecting a year-on-year decline of 9.12% [14]. - The company's net profit attributable to shareholders decreased by 19.45% to approximately 93.44 million yuan, with a more significant drop in the net profit excluding non-recurring items, which fell by 23.99% [6][14]. - The decline in performance was attributed to increased depreciation costs from new production facilities and temporary production disruptions during equipment relocations [15]. Group 3: Market Position and Future Outlook - Jinfu Technology's previous successful acquisition of Xiangzhao Technology in 2021 helped diversify its product offerings, but it still faces significant competition in the packaging industry [5][14]. - The company aims to continue expanding its product categories and explore various possibilities for growth, indicating a commitment to external growth strategies [7][15].

Group 1 - The packaging and printing sector increased by 0.88% on December 31, with Shunhao Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Key stocks in the packaging and printing sector showed significant price increases, with Shunhao Co., Ltd. rising by 10.02% to a closing price of 18.33 [1] Group 2 - The packaging and printing sector experienced a net inflow of 6.57 billion yuan from main funds, while retail investors saw a net outflow of 1.66 billion yuan [2] - Major stocks like Shunhao Co., Ltd. and Wangzi New Materials attracted significant main fund inflows, with Shunhao Co., Ltd. receiving 760 million yuan [3] - Retail investors showed a negative trend in several stocks, with notable outflows from Shunhao Co., Ltd. and Wangzi New Materials [3]

Market Overview - As of December 31, the Shanghai Composite Index closed at 3968.84 points, up by 3.72 points, with a change of 0.09% [1] - The Shenzhen Component Index closed at 13525.02 points, down by 79.04 points, with a change of -0.58% [1] - The ChiNext Index closed at 3203.17 points, down by 39.73 points, with a change of -1.23% [1] Trading Activity - A total of 94 A-shares had a turnover rate exceeding 20% on the same day [1] - Notably, C Xin Guang Yi and Guang Dao Tui had turnover rates exceeding 50%, indicating significant trading activity [1] Top Stocks by Turnover Rate - C Xin Guang Yi (301687) had a closing price of 71.32 yuan, with a turnover rate of 80.68% and a price increase of 225.22% [1] - Guang Dao Tui (920680) closed at 0.86 yuan, with a turnover rate of 60.23% and a price decrease of -21.82% [1] - Other notable stocks include: - Yu Yin Co., Ltd. (002177) with a turnover rate of 56.99% and a price increase of 10.06% [1] - C Qiang Yi (688809) with a turnover rate of 56.70% and a price increase of 13.62% [1] - C Heng Dong Guang (920045) with a turnover rate of 53.79% and a price increase of 878.16% [1]

Group 1 - The core viewpoint of the news is that Jinfu Technology's stock has shown significant volatility, with a year-to-date increase of 80.02% but a recent decline of 7.25% over the last five trading days and 35.04% over the last twenty days [1] - As of December 30, Jinfu Technology's stock price was 16.13 yuan per share, with a market capitalization of 4.194 billion yuan and a trading volume of 249 million yuan [1] - The company has seen a net inflow of main funds amounting to 8.641 million yuan, with significant buying and selling activity from large orders [1] Group 2 - Jinfu Technology operates in the light industry manufacturing sector, specifically in packaging and printing, with a focus on plastic packaging [2] - For the period from January to September 2025, the company reported a revenue of 662 million yuan, a year-on-year decrease of 9.12%, and a net profit attributable to shareholders of 93.4365 million yuan, down 19.45% year-on-year [2] - The company has a total of 11,000 shareholders as of September 30, with a decrease of 13.75% from the previous period, and an increase of 15.95% in the average number of circulating shares per shareholder [2] Group 3 - Since its A-share listing, Jinfu Technology has distributed a total of 268 million yuan in dividends, with 151 million yuan distributed over the past three years [3]

Core Viewpoint - Jinfu Technology's stock price dropped significantly after the termination of its acquisition of Guangdong Lanyuan Technology, highlighting the challenges in its growth strategy and the need for a second growth curve [1][3]. Group 1: Acquisition and Financial Impact - On December 26, Jinfu Technology announced the termination of its acquisition of Lanyuan Technology due to a lack of agreement on key terms, marking the end of a 34-day merger attempt [1]. - The company's stock fell to 15.81 yuan per share, a 42% decline from its peak of 27.31 yuan per share within a month [1][3]. - Jinfu Technology stated that the termination of the acquisition would not significantly impact its financial or operational status, and no party would bear responsibility for the termination [1]. Group 2: Business Strategy and Market Position - Jinfu Technology's main business focuses on plastic packaging for beverages and food, while Lanyuan Technology specializes in high-speed communication cables for AI servers and data centers, indicating a significant divergence in their core operations [3][4]. - The company has been exploring various possibilities for external growth, aiming to enhance its scale and business through acquisitions, as evidenced by its previous acquisition of Xiangzhao Technology in 2021, which contributed to revenue and profit growth [4]. - The competitive landscape in the plastic packaging industry is intensifying, with international giants dominating the high-end market and local brands capturing the mid-to-low-end segments [5]. Group 3: Financial Performance and Future Directions - Jinfu Technology reported a revenue of approximately 662 million yuan for the first three quarters of the year, reflecting a year-on-year decline of 9.12%, and a net profit of about 93.44 million yuan, down 19.45% year-on-year [5]. - The company has limited cash reserves, with approximately 201 million yuan in monetary funds as of the end of the third quarter [5]. - Experts suggest that Jinfu Technology should focus on upgrading its core plastic packaging business, exploring biodegradable materials, and expanding into high-value packaging sectors while ensuring that future acquisitions align with its main business [6].

Core Viewpoint - Jinfu Technology's stock price dropped significantly after the termination of its acquisition of Guangdong Lanyuan Technology, highlighting the challenges in its growth strategy and the need for a second growth curve [2][3]. Group 1: Acquisition and Financial Impact - On December 26, Jinfu Technology announced the termination of its acquisition of Lanyuan Technology due to a lack of agreement on key terms, resulting in a 42% decline in stock price from its peak of 27.31 yuan per share [2]. - The company stated that the termination of the acquisition would not have a significant impact on its financial or operational status, and both parties would not bear any responsibility for the termination [2]. - Jinfu Technology had previously planned to acquire at least 51% of Lanyuan Technology to enhance its growth and profitability, but the deal has now been abandoned [3][4]. Group 2: Business Strategy and Market Position - Jinfu Technology operates in the plastic packaging industry, focusing on beverage and food packaging, while Lanyuan Technology specializes in high-speed communication cables for AI servers and data centers, indicating a significant divergence in their core businesses [3]. - The company aims to achieve external growth through strategic acquisitions, as evidenced by its previous successful acquisition of Xiangzhao Technology, which contributed to revenue and profit growth [4]. - The competitive landscape in the beverage and food cap industry is characterized by a dual-track approach, with international giants dominating the high-end market and local brands capturing the mid-to-low-end segments [5]. Group 3: Financial Performance and Future Directions - Jinfu Technology's revenue for the first three quarters of 2025 was approximately 662 million yuan, a year-on-year decline of 9.12%, with a net profit of about 93.44 million yuan, down 19.45% year-on-year [5]. - The company has limited cash reserves, with approximately 201 million yuan in monetary funds as of the end of the third quarter of 2025, and has reduced investment commitments in its expansion projects [5]. - Experts suggest that Jinfu Technology should focus on upgrading its core plastic packaging business, exploring biodegradable materials, and expanding into high-value packaging sectors while maintaining strategic acquisitions aligned with its main business [6].

Market Overview - The packaging and printing sector experienced a decline of 0.41% on December 29, with Hongyu Packaging leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Top Performers - Jia Mei Packaging (002969) saw a closing price of 10.77, with a significant increase of 10.01% and a trading volume of 88,800 shares, amounting to 95.68 million yuan [1] - Zhuhai Zhongfu (000659) closed at 3.88, up 9.92%, with a trading volume of 1,041,600 shares and a transaction value of 390 million yuan [1] - New Hongze (002836) closed at 15.78, increasing by 6.62% with a trading volume of 104,800 shares and a transaction value of 161 million yuan [1] Underperformers - Hongyu Packaging (920274) experienced a significant drop of 23.81%, closing at 32.23 with a trading volume of 111,500 shares and a transaction value of 388 million yuan [2] - Nanshi Technology (301355) fell by 14.37%, closing at 13.83 with a trading volume of 379,900 shares and a transaction value of 53.9 million yuan [2] - Jinfu Technology (003018) decreased by 10.02%, closing at 15.81 with a trading volume of 29,400 shares and a transaction value of 46.41 million yuan [2] Capital Flow - The packaging and printing sector saw a net outflow of 318 million yuan from institutional investors, while retail investors had a net inflow of 336 million yuan [2] - The table of capital flow indicates that major stocks like Shunhao Co. (002565) had a net inflow of 87.38 million yuan from institutional investors [3] - Conversely, Zhuhai Zhongfu (000659) experienced a net outflow of 78,820 yuan from retail investors, indicating a shift in investor sentiment [3]

Market Overview - The market structure characteristics are expected to continue in the short term, with trading volume being a key signal for market trends [1][9] - Major U.S. stock indices hovered near historical highs, with the Dow Jones down 0.04%, Nasdaq down 0.09%, and S&P 500 down 0.03% at the close [3] - The Nasdaq China Golden Dragon Index rose by 0.72%, with notable gains from Alibaba (1.5%), Pinduoduo (1.4%), and Baidu (1.2%) [3] Commodity Markets - Gold futures for December delivery increased by 1.08% to $4,529.10 per ounce, while silver futures surged by 7.68% to $76.48 per ounce, with post-market gains pushing silver above $78 per ounce [4] - International oil prices declined, with WTI crude down 2.76% to $56.74 per barrel and Brent crude down 2.57% to $60.64 per barrel [3] Financial Policies and Regulations - The People's Bank of China and the State Administration of Foreign Exchange announced the promotion of integrated currency pools for multinational companies, aiming to streamline cross-border fund management [6] - The National Bureau of Statistics released implementation opinions to strengthen data technology innovation, targeting the establishment of leading data technology innovation platforms by 2027 [6] Market Sentiment and Investment Trends - Institutional investors are increasingly adding to A500 ETF and other broad-based products, contributing to stable incremental capital in the market [9] - The market is currently characterized by a "buy on dips, structural switching" approach rather than aggressive trend-based accumulation at high levels, indicating a potential for gradual upward movement in the market [9] Company-Specific Developments - Xiaomi Group's co-founder plans to sell up to $2 billion of Class B common stock [10] - ST Houlv's chairman is under investigation for information disclosure violations by the China Securities Regulatory Commission [10] - Chipmaker AI orders from Chip Original Co. exceeded 24.94 billion yuan, with over 84% of fourth-quarter orders related to AI computing power [10]

Group 1 - The National Venture Capital Guiding Fund has officially launched with a government investment of 100 billion yuan, expected to leverage over 1 trillion yuan in social capital for strategic emerging industries such as integrated circuits, artificial intelligence, and quantum technology [3] - The People's Bank of China (PBOC) emphasizes the need to improve the policy environment for long-term investments, aiming to increase the scale and proportion of medium- and long-term funds invested in A-shares [4] - The Shanghai Stock Exchange has released guidelines to support commercial rocket companies, allowing them to list on the Sci-Tech Innovation Board under specific conditions [3] Group 2 - The Ministry of Industry and Information Technology has outlined ten key tasks for 2026, including addressing "involution" competition and supporting artificial intelligence initiatives [4] - The industrial economy is projected to grow by 5.9% in 2025, with digital industry revenue expected to increase by around 9% [4] - The National Bureau of Statistics has confirmed that China's GDP for 2024 is 13.48 trillion yuan, with a year-on-year growth of 5.0% [4] Group 3 - The A-share market experienced a slight increase, with the Shanghai Composite Index rising by 0.10% to 3963.68 points, marking an eight-day winning streak [6] - The PBOC and the State Administration of Foreign Exchange have clarified that funds raised from overseas listings can be repatriated in foreign currency or RMB [7] - The China Securities Regulatory Commission is taking strict measures against *ST Chang Pharmaceutical for serious financial fraud, proposing fines and initiating delisting procedures [7] Group 4 - The first batch of national-level zero-carbon parks has been announced, with 52 parks expected to generate a total output value of 3.54 trillion yuan [5] - The Ministry of Finance and other departments have issued guidelines to enhance the role of government financing guarantee systems in supporting labor-intensive small and micro enterprises [5] - The PBOC has included agricultural facilities and clearly owned livestock in the scope of agricultural rural mortgage financing to promote rural revitalization [5]