证券代码：300501 证券简称：海顺新材 公告编号：2026-010 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 关于全资子公司及孙公司变更法定代表人 并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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"） 于近日收到全资子公司上海莘砖企业管理有限公司、孙公司上海法福 德包装科技有限公司的通知，法定代表人变更为"黄勤"，上述变更 事项已完成工商登记手续并取得新换发的《营业执照》，具体情况如 下： 一、变更后的营业执照信息 （一）上海莘砖企业管理有限公司 名称：上海莘砖企业管理有限公司 统一社会信用代码：91310117MADKBJ0R1E 类型：有限责任公司(自然人投资或控股的法人独资) 法定代表人：黄勤 成立日期：2024 年 5 月 7 日 注册地址：上海市松江区洞泾镇莘砖公路 3456 弄 1 号 705 室 注册资本：500 万人民币 经营范围：一般项目：企业管理咨询；非居住房地产租赁；物业 管理；停车场服务；会议及展览服务；市场营销策划；咨 ...

证券代码：300501 证券简称：海顺新材 公告编号：2026-009 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 关于孙公司变更法定代表人并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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"） 于近日收到孙公司苏州海顺光电科技有限公司的通知，法定代表人由 "林武辉"变更为"黄勤"，上述变更事项已完成工商登记手续并取 得新换发的《营业执照》，具体情况如下： 一、变更后的营业执照信息 成立日期：2021 年 11 月 30 日 住所：苏州市吴江区东太湖生态旅游度假区（太湖新城）八坼白 龙桥村 4 组 注册资本：650 万人民币 经营范围：一般项目：光电子器件制造；光电子器件销售；电子 专用材料制造；电子专用材料研发；电子专用材料销售；医用包装材 料制造；包装材料及制品销售；高性能纤维及复合材料制造；高性能 纤维及复合材料销售；新材料技术研发；橡胶制品制造；橡胶制品销 售；塑料制品制造；塑料制品销售；货物进出口；技术进出口；技术 服务、技术开发、技术咨询、 ...

Core Viewpoint - The company, HaiShun New Materials (300501), has announced an expected net profit for 2025 that will significantly decline compared to the previous year, indicating a challenging financial outlook ahead [1]. Financial Performance - The company projects a net profit attributable to shareholders of the listed company to be between -25 million to -18 million yuan for 2025 [1]. - This represents a decline of 133.52% to 124.13% compared to the previous year's net profit of 74.59 million yuan [1].

Earnings Forecasts - Shengyi Electronics expects a net profit of 1.431 billion to 1.513 billion yuan in 2025, an increase of 331.03% to 355.88% year-on-year [1] - Tigermed anticipates a net profit of 830 million to 1.23 billion yuan in 2025, representing a growth of 105% to 204% year-on-year [2] - Shunbo Alloy forecasts a net profit of 210 million to 270 million yuan in 2025, with an increase of 222.96% to 315.23% year-on-year [3] - Jinkong Electric expects a net profit of 155 million to 195 million yuan in 2025, reflecting a growth of 383.21% to 507.9% year-on-year [9] - Baiao Saitu anticipates a net profit of 162 million to 182 million yuan in 2025, with a year-on-year increase of 384.26% to 443.88% [18] - Panjiang Co. expects a net profit of 318 million to 380 million yuan in 2025, representing a growth of 205.30% to 264.83% year-on-year [38] Loss Forecasts - Liaoning Energy predicts a net loss of 273 million to 410 million yuan in 2025, compared to a profit of 202 million yuan in the previous year [5] - Anbotong anticipates a net loss of 114 million to 165 million yuan in 2025, with a revenue decrease of 19.65% to 27.25% [7] - Wantai Bio forecasts a net loss of 330 million to 410 million yuan in 2025, compared to a profit of 106 million yuan in the previous year [12] - Xingyun Co. expects a net loss of 155 million to 230 million yuan in 2025, compared to a loss of 82.44 million yuan in the previous year [20] - Huaxing Co. anticipates a net loss of 800 million to 1.2 billion yuan in 2025, with a reduction in loss compared to 1.67 billion yuan in the previous year [46] New Product Approvals - Hengrui Medicine received acceptance for a new indication application for its innovative drug, combining Carrelizumab and Apatinib for treating unresectable liver cancer [4] - Tianen Kang's subsidiary received a drug registration acceptance notice for Lidocaine and Prilocaine aerosol [31] - Lisheng Pharmaceutical announced that its Aminophylline tablets passed the consistency evaluation for generic drugs [40] Share Buyback Plans - Hengyuan Coal Power plans to repurchase shares with a total amount not less than 200 million yuan and not exceeding 250 million yuan [13] Contract Wins - China Communication Signal Co. won contracts totaling approximately 5.26 billion yuan for 21 important projects in the railway and urban rail transit markets [37]

Core Viewpoint - The company, Haishun New Materials (300501.SZ), is forecasting a net loss of between 18 million to 25 million yuan for the year 2025, a significant decline from a profit of 74.59 million yuan in the same period last year [1] Financial Performance - The expected non-recurring net loss for 2025 is projected to be between 39 million to 50 million yuan, compared to a profit of 69.62 million yuan in the previous year [1] - The decline in performance is attributed to a decrease in gross margin, as the company adopts a market price strategy to expand its market presence [1] Cost Factors - The company has seen a significant increase in fixed assets over the past year, leading to a higher depreciation expense that has notably raised operating costs compared to the same period last year [1] - The company recorded a loss of over 38 million yuan from the impairment of a 43.015% stake in Shanghai Jiucheng Packaging Co., Ltd. during the reporting period [1] Revenue Impact - Interest income has decreased by over 10 million yuan during the reporting period [1] - The implementation of an employee stock ownership plan has resulted in an increase of approximately 10 million yuan in stock incentive expenses [1]

Core Viewpoint - The company expects a net loss of 18 million to 25 million yuan for the year 2025, representing a year-on-year decline of 124.13% to 133.52% [1] Financial Performance - The gross profit margin has decreased during the reporting period due to the company's strategy of aligning prices with market conditions to expand its market presence [1] - The company has significantly increased its fixed assets over the past year, leading to a higher depreciation expense compared to the same period last year, which has notably raised operating costs [1] Asset Management - The company sold a 43.015% stake in Shanghai Jiucheng Packaging Co., resulting in an impairment loss of over 38 million yuan [1] Income Changes - Interest income has decreased by over 10 million yuan [1] Employee Incentives - The implementation of an employee stock ownership plan has led to an increase in equity incentive expenses by approximately 10 million yuan [1]

Financial Performance - The company expects a net profit of -25 million yuan for the year 2025, representing a decline of 133.52% compared to the previous year[6] - The net profit after deducting non-recurring gains and losses is projected to be -50 million yuan, a decrease of 171.82% year-over-year[6] - The decline in gross margin is attributed to a market pricing strategy and increased depreciation costs due to significant fixed asset additions over the past year[8] - The company recorded a impairment loss of over 38 million yuan from the sale of a 43.015% stake in Shanghai Jiucheng Packaging Co., Ltd.[8] - Interest income decreased by over 10 million yuan during the reporting period[8] - The implementation of an employee stock ownership plan resulted in an increase of approximately 10 million yuan in equity incentive expenses[8] Financial Reporting - The financial data presented is preliminary and has not been audited by the accounting firm[7] - Detailed financial data will be disclosed in the company's 2025 annual report[9] - The performance forecast period is from January 1, 2025, to December 31, 2025[4] Investor Guidance - The company advises investors to make cautious decisions and be aware of investment risks[9]

2025 年 12 月 18 日，上海海顺新型药用包装材料股份有限公司 （以下简称"公司"）召开第六届董事会第三次会议，审议通过了《关 于转让参股公司全部股权暨签署<股权转让协议>的议案》，同意将持 有的上海久诚包装有限公司（以下简称"上海久诚"）43.015%股权转 让给凸版利丰雅高（香港）有限公司，交易完成后公司将不再持有上 海久诚的股权。同日，各方签署了《股权转让协议》。具体内容详见 公司于 2025 年 12 月 18 日在巨潮资讯网（www.cninfo.com.cn）披露 的《关于转让参股公司全部股权暨签署<股权转让协议>的公告》（公 告编号：2025-118）。 考虑到本次股权交易转让款涉及跨境收付，为保证合规支付，经 协商一致，2026 年 1 月 13 日，各方签署了《股权转让协议之补充协 议》，对《股权转让协议》5.2 条中约定的支付条款进行了调整。具 体内容详见公司于 2026 年 1 月 15 日在巨潮资讯网（www.cninfo.com. | 证券代码：300501 | 证券简称：海顺新材 | 公告编号：2026-007 | | --- | --- | --- | | 债券代码：12 ...

证券代码：300501 证券简称：海顺新材 公告编号：2026-006 名称：石家庄中汇药品包装有限公司 统一社会信用代码：911301001043933393 类型：其他有限责任公司 法定代表人：黄勤 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 关于子公司变更法定代表人并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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"） 于近日收到子公司石家庄中汇药品包装有限公司的通知，法定代表人 由"林武辉"变更为"黄勤"，上述变更事项已完成工商登记手续并 取得新换发的《营业执照》，具体情况如下： 一、变更后的营业执照信息 二、备查文件 子公司营业执照。 特此公告。 上海海顺新型药用包装材料股份有限公司 董 事 会 2026 年 1 月 26 日 成立日期：2002 年 03 月 09 日 住所：石家庄市鹿泉经济开发区新泰大街 18 号 注册资本：8,000 万人民币 经营范围：塑料包装品、铝制包装品的生产销售（凭排污许可证、 全国工业产品生产许可证、药品包装材 ...

Core Viewpoint - The report highlights a decline in the export value of China's printing and recording media copying industry, indicating potential challenges for companies in this sector [1]. Industry Summary - By December 2025, the export value of the printing and recording media copying industry in China is projected to be 5.19 billion yuan, reflecting a year-on-year decrease of 5.5% [1]. - The cumulative export value for the entire year of 2025 is expected to reach 59.96 billion yuan, which represents a year-on-year decline of 3.2% [1]. - A statistical chart from 2019 to 2025 illustrates the trends in export value for the printing and recording media copying industry [1]. Company Summary - Listed companies mentioned include Zhuhai Zhongfu (000659), Shaanxi Jinye (000812), Yongxin Co., Ltd. (002014), Donggang Co., Ltd. (002117), Jinjia Co., Ltd. (002191), Hexing Packaging (002228), Haishun New Materials (300501), Longlide (300883), Shanghai Ailu (301062), Xiyue Zhixing (301198), Jinghua Laser (603607), Dashengda (603687), Fangda New Materials (838163), Hujing Materials (870204), and Zhongrong Co., Ltd. (301223) [1].