Core Viewpoint - The company has not yet entered the new energy vehicle supply chain and plans to enhance product research and promotion, as well as market development and channel expansion to promote related business growth [1] Company Summary - The company is currently not involved in the new energy vehicle supply chain [1] - Plans to strengthen product research and promotion [1] - Focus on market development and channel expansion to facilitate business growth [1]

Core Viewpoint - The company, Haishun New Materials (300501.SZ), has announced a share buyback program, indicating confidence in its stock value and future prospects [1] Group 1: Share Buyback Details - As of August 31, 2025, the company has repurchased a total of 1,952,675 shares, which represents approximately 1.01% of its total share capital [1] - The highest transaction price during the buyback was 15.12 CNY per share, while the lowest was 13.50 CNY per share [1] - The total amount spent on the share buyback reached 27.2333 million CNY, excluding transaction fees [1]

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]

Group 1 - The board of directors of Shanghai Haishun New Material Co., Ltd. held its 40th meeting of the 5th session, which was conducted both in-person and via communication voting [1] - The board approved the 2025 semi-annual report and its summary, confirming that the report complies with legal and regulatory requirements and accurately reflects the company's actual situation [1] - The voting results for the semi-annual report were unanimous, with 7 votes in favor and no votes against or abstentions [1] Group 2 - The board also approved the special report on the storage and use of raised funds for the first half of 2025, affirming compliance with relevant regulations and confirming no misuse of funds occurred during the reporting period [2] - The voting results for the fundraising report were also unanimous, with 7 votes in favor and no votes against or abstentions [2] - Additionally, the board reviewed and approved the report on non-operating fund occupation and other related party transactions, concluding that there were no violations by controlling shareholders or related parties in the first half of 2025 [2]