招商量化精选股票发起式A（001917）成立日期2016年3月15日，最新规模27.65亿。今年以来收益 43.38%，同类排名1193/4220；近一年收益52.36%，同类排名708/3852；成立以来收益284.83%。 招商量化精选股票发起式A（001917）基金经理为王平。 10月10日，新美星涨5.01%，截至发稿，报9.86元/股，成交6775.88万元，换手率2.85%，总市值29.23亿 元。 资料显示，江苏新美星包装机械股份有限公司位于江苏省张家港经济开发区南区(新泾东路)，成立日期 2003年10月28日，上市日期2016年4月25日，公司主营业务涉及液态食品包装机械的研发、生产与销 售。主营业务收入构成为：液态包装设备82.54%，备件及其他10.95%，瓶胚、瓶盖等6.23%，其他业务 0.28%。 从新美星十大流通股东角度 数据显示，招商基金旗下1只基金位居新美星十大流通股东。招商量化精选股票发起式A（001917）二 季度新进十大流通股东，持有股数142.81万股，占流通股的比例为0.58%。根据测算，今日浮盈赚取约 67.12万元。 截至发稿，王平累计任职时间15年115天，现 ...

Core Viewpoint - Jiangsu Xinmeixing Packaging Machinery Co., Ltd. reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, indicating robust profitability and high-quality growth [1][2]. Financial Performance - The company achieved operating revenue of 580 million yuan, a year-on-year increase of 14.65% [1]. - Net profit attributable to shareholders reached 41.057 million yuan, a substantial increase of 118% year-on-year [1]. - The non-recurring net profit was 40.361 million yuan, reflecting a growth of 158.71% [1]. - Basic earnings per share were 0.14 yuan, up 133.33% year-on-year [2]. - The weighted average return on equity was 6.80%, an increase of 3.75 percentage points compared to the same period last year [2]. Business Operations - Xinmeixing focuses on providing integrated solutions for liquid product production lines, with products including pre-treatment systems, blow-filling machines, filling systems, secondary packaging equipment, and intelligent logistics systems [2]. - The company has deepened collaborations with renowned enterprises such as Coca-Cola, Danone, Nestlé, Nongfu Spring, and Haitian Flavoring & Food, with products exported to over 80 countries and regions [2]. Technological Innovation - Xinmeixing holds 676 authorized patents, including 319 invention patents, leading the industry in patent quantity [3]. - The company has participated in the formulation of over 40 national and industry standards, showcasing its technical leadership [3]. - Projects like the "High-Speed Rotary Fully Automatic Bottle Blowing Machine" and "Key Technologies and Applications for Environmentally Friendly Lightweight Bottled Drinking Water" have reinforced its advantages in advanced technology fields [3]. Financial Health and Future Outlook - The company maintains a healthy cash flow, with cash reserves of 740 million yuan, a 3.30% increase from the previous year [4]. - The asset-liability ratio remains within a reasonable range, with long-term loans increasing to support key project construction and global market expansion [4]. - Xinmeixing aims to enhance its competitiveness in the global liquid packaging machinery market through continuous technological research and product upgrades [4]. - The strong mid-year performance validates the company's strategic direction and lays a solid foundation for sustainable development in the future [4].

Group 1 - The core viewpoint of the news is that New Meixing (300509) has shown significant growth in its financial performance for the first half of 2025, with a notable increase in both revenue and net profit [1] - The company's total revenue reached 580 million yuan, representing a year-on-year increase of 14.65%, while the net profit attributable to shareholders was 41.057 million yuan, up 118.0% year-on-year [1] - In Q2 alone, the revenue was 320 million yuan, reflecting a 22.8% increase year-on-year, and the net profit for the quarter was 19.893 million yuan, which is a 117.62% increase year-on-year [1] Group 2 - The gross margin for the reporting period was 25.28%, with a year-on-year increase of 10.53%, and the net margin was 7.18%, up 91.02% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 56.5375 million yuan, accounting for 9.74% of revenue, which is a decrease of 15.36% year-on-year [1] - Earnings per share increased by 133.33% to 0.14 yuan, while operating cash flow per share decreased by 55.2% to 0.13 yuan [1] Group 3 - The company's return on invested capital (ROIC) was 3.21% last year, indicating a weak capital return, with a historical median ROIC of 8.27% since its listing [2] - The company's cash assets are reported to be very healthy, but attention is needed on cash flow, accounts receivable, and inventory levels [2] - The ratio of accounts receivable to profit has reached 280.32%, and inventory to revenue has reached 110.97%, suggesting potential liquidity concerns [2]

Summary of Key Points Core Viewpoint - The major shareholder and actual controller of New Meixing, He Deping, has completed a share reduction plan, selling a total of 8,517,880 shares, which represents approximately 3% of the company's total share capital. This action is not expected to affect the company's governance structure or control. Group 1: Share Reduction Details - He Deping announced a plan to reduce his holdings by up to 8,892,000 shares, or 3% of the total share capital, through various trading methods [1] - The reduction was executed in two phases: 2,963,580 shares were sold via centralized bidding at an average price of 8.22 yuan per share, and 5,554,300 shares were sold through block trading at an average price of 7.66 yuan per share [1] - The total cash generated from the share reduction was approximately 66,906,565.6 yuan [1] Group 2: Shareholding Changes - Prior to the reduction, He Deping held 93,989,399 shares, representing 31.7103% of the total share capital [2] - After the reduction, He Deping's holdings decreased to 85,471,519 shares, which is 28.8365% of the total share capital [2] Group 3: Impact on Company - The implementation of the share reduction plan will not impact the company's governance structure or ongoing operations, nor will it lead to a change in control of the company [3]

Core Insights - The company reported a total revenue of 580 million yuan for the first half of 2025, marking an increase of 74.16 million yuan compared to the same period last year, representing a year-on-year growth of 14.65% [1] - The net profit attributable to shareholders reached 41.06 million yuan, an increase of 22.22 million yuan from the same period last year, reflecting a year-on-year growth of 118.00% [1] - The net cash inflow from operating activities was 39.50 million yuan [1] Financial Metrics - The latest debt-to-asset ratio stands at 75.08% [3] - The gross profit margin is 25.28%, an increase of 2.41 percentage points compared to the same period last year [4] - The return on equity (ROE) is 7.08%, up by 4.07 percentage points year-on-year [4] - The diluted earnings per share (EPS) is 0.14 yuan, an increase of 0.08 yuan from the same period last year, representing a year-on-year growth of 133.33% [4] - The total asset turnover ratio is 0.24 times, an increase of 0.01 times compared to the same period last year, reflecting a year-on-year growth of 4.41% [4] - The inventory turnover ratio is 0.36 times, an increase of 0.04 times year-on-year, representing a growth of 11.88% [4] Shareholder Information - The number of shareholders is 16,300, with the top ten shareholders holding a total of 179 million shares, accounting for 60.50% of the total share capital [4] - The largest shareholder is He De Ping, holding 30.7% of the shares [4]

Group 1 - Jiangsu's import and export to the five Central Asian countries reached 18.94 billion yuan from January to July, showing a year-on-year growth of 3.4% [1] - Jiangsu Xinmeixing Packaging Machinery Co., Ltd. completed the debugging of a batch of PET bottle beverage filling production line equipment, which was shipped to the Central Asian market, with contract amounts exceeding 6 million USD from January to July [1] Group 2 - The logistics infrastructure in Jiangsu has improved, facilitating easier access for enterprises to Central Asia, with the "China-Kyrgyzstan-Uzbekistan" international freight train service seeing a total of 473 shipments from January to July, a year-on-year increase of 32.87% [2] - The Lianyungang International Logistics Park has established a multi-modal transport system, enhancing international logistics service capabilities and maintaining high growth in logistics indicators [2]

Core Viewpoint - Jiangsu Xinmeixing Packaging Machinery Co., Ltd. announced the completion of a share reduction plan by its controlling shareholder, He Deping, who reduced his holdings in the company through both centralized bidding and block trading methods [2][3]. Shareholder Reduction Details - He Deping plans to reduce his shareholding by a total of 8,517,880 shares, which accounts for approximately 2.8738% of the company's total share capital [2]. - The reduction was executed in two parts: 2,963,580 shares were sold at an average price of 8.22 yuan per share through centralized bidding, and 5,554,300 shares were sold at an average price of 7.66 yuan per share through block trading [2][3]. - Following the reduction, He Deping holds 85,471,519 shares, representing 28.8365% of the total share capital [2]. Compliance and Documentation - The share reduction was conducted in accordance with previously disclosed intentions and commitments, and all actions were compliant with relevant laws and regulations [3]. - The remaining unexecuted portion of the reduction plan is automatically voided as the plan has been fully implemented [3].

Group 1 - The core viewpoint of the article highlights the financial performance of New Meixing, indicating significant growth in revenue and net profit for the first half of 2025 [1] - New Meixing reported an operating income of approximately 580 million yuan, representing a year-on-year increase of 14.65% [1] - The net profit attributable to shareholders was approximately 41.06 million yuan, showing a substantial year-on-year increase of 118% [1] - Basic earnings per share reached 0.14 yuan, reflecting a year-on-year increase of 133.33% [1] Group 2 - As of the report, New Meixing's market capitalization stands at 2.9 billion yuan [2]

Group 1 - The core viewpoint of the article is that New Meixing (300509.SZ) reported significant growth in its financial performance for the first half of 2025, indicating a strong operational trend [1] - The company achieved operating revenue of 580 million yuan, representing a year-on-year increase of 14.65% [1] - The net profit attributable to shareholders of the listed company was 41.05696 million yuan, showing a remarkable year-on-year growth of 118.00% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 40.3609 million yuan, reflecting a substantial year-on-year increase of 158.71% [1] - The basic earnings per share were reported at 0.14 yuan [1]

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