格隆汇9月11日丨海顺新材(300501.SZ)在互动平台表示，目前公司铝塑膜产品客户主要在3C软包电池领 域。公司将持续关注行业发展趋势，聚焦技术前沿，强化场景化营销拓展增量，未来将根据市场需求和 技术发展情况，适时评估并拓展相关应用领域。 ...

格隆汇9月8日丨海顺新材(300501.SZ)于投资者互动平台表示，公司暂未进入新能源汽车供应链。公司 将加强产品研发与推广，加强市场开发和渠道开拓，促进相关业务发展。 ...

格隆汇9月1日丨海顺新材(300501.SZ)公布，截至2025年8月31日，公司通过深圳证券交易所股票交易系 统以集中竞价交易方式回购公司股份累计1,952,675.00股，约占公司总股本的1.01%，最高成交价为 15.12元/股，最低成交价为13.50元/股，成交总金额为人民币2723.33万元(不含交易费用)。 ...

Group 1 - The company, Haishun New Materials, announced a share buyback of approximately 1.95 million shares, accounting for 1.01% of its total share capital, with a total transaction amount of approximately 27.23 million RMB [1][1][1] - The highest transaction price during the buyback was 15.12 RMB per share, while the lowest was 13.5 RMB per share [1][1][1] - As of the report date, the market capitalization of Haishun New Materials is 3.2 billion RMB [1][1][1] Group 2 - For the first half of 2025, the revenue composition of Haishun New Materials indicates that pharmaceutical packaging new materials accounted for 88.67% of total revenue, while other segments contributed 10.31% and other businesses 1.02% [1][1][1]

| 证券代码：300501 | 证券简称：海顺新材 | 公告编号：2025-075 | | --- | --- | --- | | 债券代码：123183 | 债券简称：海顺转债 | | 上海海顺新型药用包装材料股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 上海海顺新型药用包装材料股份有限公司（以下简称"公司"） 于2024年10月8日召开第五届董事会第二十七次会议，审议通过了《关 于以集中竞价交易方式回购股份方案的议案》，拟使用自有资金或自 筹资金以集中竞价交易方式回购公司人民币普通股（A股），回购的 公司股份用于可转换公司债券转股。本次回购股份资金总额不低于人 民币10,000万元（含），不超过人民币20,000万元（含），回购价格 上限为不超过人民币17.55元/股，本次回购股份的实施期限为自公司 董事会审议通过回购股份方案之日起12个月内。具体回购股份数量以 回购期限届满或回购实施完成时实际回购的股份数量为准。具体内容 详见公司于2024年10月9日在巨潮资讯网(www.cninfo.com.cn)上披 露的 ...

证券日报网讯海顺新材（300501）9月1日在互动平台回答投资者提问时表示，公司将结合股价走势、行 业状况、市场环境等多重因素，在合规前提下持续推进回购计划。 ...

Core Viewpoint - The company is focusing on enhancing its competitive edge through diversified product offerings, strategic market expansion, and increased R&D investment to address market competition risks [1][2]. Group 1: R&D and Product Development - The company plans to invest in emerging material fields such as recyclable composite materials, functional film materials, aluminum-plastic films, and electronic materials to improve product technology and market competitiveness [2]. - The company is advancing its aluminum-plastic film business for new energy applications, working on battery manufacturer validations and aiming to penetrate the power battery supply chain [2]. - The company is also developing high-end medical film materials, with products like stoma bags currently in the research and development phase [3]. Group 2: Market Expansion Strategies - The company aims to solidify its domestic market presence while actively expanding into international markets, particularly in the Middle East and Japan/Korea, through participation in international exhibitions and establishing subsidiaries abroad [2]. - The company emphasizes the importance of customer relationship management to maintain existing clients and explore potential customers, thereby building a diversified customer base [1]. Group 3: Financial Performance and Future Outlook - The company is committed to the principles of "value creation, value realization, and value management," focusing on cost reduction, efficiency improvement, and accelerating production capacity [2]. - The company acknowledges that its fundraising projects have not yet met initial expectations and plans to pursue mergers and acquisitions to enhance its competitive position and market status [2].

Group 1: Market Competition and Product Differentiation - The company plans to enhance product differentiation by increasing investment in R&D and developing high-value products with independent intellectual property rights [3] - The company aims to precisely position itself in the market based on customer needs, offering customized products to enhance customer loyalty [3] - The strategy includes expanding into international markets to reduce reliance on a single market and mitigate risks [3] - The company will strengthen customer relationship management to maintain existing clients and explore potential customer resources [3] - The use of diversified marketing strategies, including online marketing and social media, will be emphasized to enhance brand value [3] Group 2: R&D Focus and New Material Development - Future R&D investments will focus on emerging materials such as recyclable composite materials, functional film materials, aluminum-plastic films, and electronic materials [3] - The company is actively working on validating aluminum-plastic films with battery manufacturers to enter the power battery supply chain [4] - The company is committed to developing solid-state battery packaging solutions, leveraging its expertise in packaging materials [4] Group 3: Financial Performance and Growth Strategies - The company aims to improve performance through cost reduction, efficiency enhancement, and increased market expansion efforts [5] - There is a target for revenue growth of 20% or net profit growth of 10% by 2025 as part of the employee stock ownership plan [5] - The company acknowledges that revenue growth has been impacted by various factors, including market strategies and economic conditions [5] - The company plans to continue monitoring market changes and take measures to improve operational efficiency and profitability [5] Group 4: Market Expansion and Global Strategy - The company intends to participate in international exhibitions to enhance brand image and increase overseas sales [4] - Establishing subsidiaries abroad will facilitate better communication and cooperation with clients, promoting a diversified customer base [4] - The company will focus on compliance with international standards and regulations to meet global market demands [4] Group 5: Mergers and Acquisitions - The company is considering further mergers and acquisitions to enhance its competitive position and market share [6] - Recent acquisitions are part of a strategic plan to leverage synergies in products, technology, and market resources [7] Group 6: Investor Relations and Market Communication - The company emphasizes the importance of investor relations and plans to enhance communication with investors through regular updates and meetings [8] - The company is committed to cash dividends and employee stock ownership plans to motivate employees and align their interests with shareholders [8]

Group 1 - The China Securities Hong Kong Stock Connect Medical Theme Index (932069) has risen by 2.99%, with notable increases in constituent stocks such as Chunli Medical (01858) up 10.49%, MicroPort Medical (00853) up 7.02%, and Crystal Technology Holdings (02228) up 6.89% [1] - The Hong Kong Medical ETF (159366) has also seen an increase of 2.44% [1] - The China Securities All Index Medical Device Index (H30217) has increased by 1.46%, with significant gains from Ji Min Health (603222) up 9.98%, Hualan Biological Engineering (301093) up 7.81%, and Huatai Medical (688617) up 6.93% [2][3] Group 2 - The FDA has accepted Vibration-Controlled Transient Elastography (VCTE) as an alternative endpoint for assessing liver fibrosis in patients with Metabolic Associated Steatotic Liver Disease (MASH), marking a significant breakthrough in non-invasive diagnostic technology [4] - This advancement is expected to enhance drug development efficiency for MASH and provide growth opportunities for domestic companies in the non-invasive companion diagnostics field [4] - The pharmaceutical and biotechnology sector showed marginal improvement in Q2 2025, with the innovative drug and CXO sectors performing particularly well, as the CXO industry rebounded with a 14% year-on-year revenue increase and a 54% increase in net profit [4] Group 3 - The domestic medical device industry is gradually recovering from an adjustment period, with market demand showing signs of recovery [5] - In Q2 2025, the medical equipment sector experienced a 5.26% year-on-year revenue growth, and the medical consumables sector maintained stable growth [5] - The Hong Kong Medical ETF (159366) focuses on rare medical segment leaders and has a high CXO content, while the Medical Device ETF (159883) is the largest in A-shares, covering various sub-sectors of the medical device industry [5]

Group 1 - The core viewpoint of the article highlights that Haishun New Materials (300501) reported mixed financial results for the first half of 2025, with a slight increase in total revenue but a significant decline in net profit [1][2] - As of the reporting period, the company's total revenue reached 558 million yuan, a year-on-year increase of 1.38%, while the net profit attributable to shareholders was 27.12 million yuan, a year-on-year decrease of 53.13% [1] - In the second quarter, total revenue was 272 million yuan, reflecting a year-on-year decline of 6.67%, and net profit attributable to shareholders was 9.85 million yuan, down 71.72% year-on-year [1] Group 2 - The company's gross margin was reported at 22.3%, a decrease of 25.9% year-on-year, and the net profit margin was 5.54%, down 50.57% year-on-year [1] - Total sales, management, and financial expenses amounted to 85.40 million yuan, accounting for 15.31% of revenue, which is an increase of 13.38% year-on-year [1] - The company's return on invested capital (ROIC) for the previous year was 3.01%, indicating weak capital returns, with a historical median ROIC of 9.8% since its listing [2] Group 3 - The company has a significant accounts receivable issue, with accounts receivable amounting to 390.76% of the latest annual net profit [1][2] - The company’s debt situation is concerning, with interest-bearing asset-liability ratio reaching 27.6% [2] - The earnings per share (EPS) was reported at 0.14 yuan, a decrease of 53.33% year-on-year, while the net asset per share was 8.08 yuan, down 5.07% year-on-year [1]