证券代码：300703 证券简称：创源股份 公告编号：2025-062 宁波创源文化发展股份有限公司 关于公司完成工商变更登记的公告 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。 宁波创源文化发展股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第四届董事会第九次会议及 2025 年 11 月 13 日召开 2025 年第二次临时股 东会审议通过《关于变更公司注册地址、修订公司章程并办理工商登记的议案》。 具体内容详见公司于 2025 年 10 月 29 日在中国证监会指定信息披露网站巨潮资 讯网（www.cninfo.com.cn）上刊登的《关于公司注册地址、修订公司章程并办理 工商登记的公告》（公告 2025-054）。 2025 年 11 月 13 日，公司召开了第四届董事会第十一次会议审议通过《关 于选举第四届董事会董事长及战略与 ESG 委员会主任委员的议案》。具体内容 详见公司于 2025 年 11 月 14 日在中国证监会指定信息披露网站巨潮资讯网 （www.cninfo.com.cn）上刊登的《关于补选董事、选举公司董事 ...

每经头条（nbdtoutiao）——秒光、售罄！银行大额存单成稀缺资源，2%以上产品很难抢，有的门槛高 达1000万元！专家：存款利率或长期下行 （记者 曾健辉） 每经AI快讯，创源股份（SZ 300703，收盘价：24.14元）发布公告称，2025年12月4日16:00-17:30，创 源股份接受浙商证券等投资者调研，公司董事会秘书赵雅，证券事务代表吴熙参与接待，并回答了投资 者提出的问题。 2024年1至12月份，创源股份的营业收入构成为：文教和工美和体育和娱乐用品制造业占比100.0%。 截至发稿，创源股份市值为44亿元。 ...

投资者关系活动记录表 | 编号：2025-010 | | --- | | 投资者关系活动类别 | 特定对象调研 分析师会议 ☐ | | --- | --- | | | 媒体采访 业绩说明会 ☐ ☐ | | | 新闻发布会 路演活动 ☐ ☐ | | | ☐ 现场参观 | | | ☐ 其他 | | | 浙商证券 史凡可 浙商证券 褚远熙 | | 参与单位名称及人员姓名 | 新华基金 夏旭 鑫元基金 张咏 路博迈基金 吴瑾 | | 时间 | 2025年12月4日 16:00-17:30 | | 地点 | 浙江省宁波市北仑区人民北路688号 | | 上市公司接待人员姓名 | 董事会秘书 赵雅 | | | 证券事务代表 吴熙 | | | 1.公司今年战略调整较多，未来的规划如何？ | | | 答:公司分为文化创意和运动健康两大板块，其中运动健康 | | 投资者关系活动主要内容 | 今年前三季度趋势仍是高速增长。文化创意板块又分为内销与外 | | | 销，传统外销从历史数据看，保持稳定增长；内销目前重点布局 | | 介绍 | IP 潮玩文创、祈福文创和 AI 玩具三大业务。IP 潮玩文创业务已 | | | 与天络行、酷 ...

Market Overview - On December 2, the Zhejiang state-owned enterprise reform sector fell by 0.07% compared to the previous trading day, with Chuangyuan Co., Ltd. leading the decline [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Yilida (002686) saw a significant increase of 10.00%, closing at 7.37 with a trading volume of 197,100 shares and a transaction value of 142 million [1] - Ningbo Fuda (600724) also performed well, increasing by 9.96% to close at 5.85, with a trading volume of 440,900 shares and a transaction value of 254 million [1] - Other notable gainers included Dehong Co. (603701) up 3.64% and Qianjiang Biochemical (600796) up 2.71% [1] Fund Flow Analysis - The Zhejiang state-owned enterprise reform sector experienced a net outflow of 65.2 million from institutional investors and 79.2 million from speculative funds, while retail investors saw a net inflow of 144 million [2][3] - Ningbo Fuda (600724) had a net inflow of 70.2 million from institutional investors, despite a net outflow of 31.7 million from speculative funds and 38.6 million from retail investors [3] - Yilida (002686) also experienced a net inflow of 62.3 million from institutional investors, with outflows from both speculative and retail investors [3]

Group 1: New Consumption - The report emphasizes the continuous exploration of new products, channels, and brand changes within the new consumption sector, highlighting the resilience of leading companies despite market concerns about revenue growth and profit realization in 2026 [8][15][9] - Key sectors include eyewear, with a focus on AI and AR technologies, recommending companies like 康耐特光学 for their innovative approaches [18][30] - The潮玩 (trendy toys) sector is noted for its high growth potential, particularly with brands like 泡泡玛特 and their successful IP strategies [34][38] - The personal care and household cleaning segment is undergoing a transformation, driven by the rise of platforms like 抖音, which enhances brand visibility and sales conversion [54][55] Group 2: Export Chain - The report identifies the light industry export chain as a key area, emphasizing the importance of high pricing power, market diversification, and mature overseas production capabilities [10] - Recommendations include关注匠心家居, 共创草坪, and other companies that demonstrate strong performance in international markets [10] Group 3: Cyclical Opportunities - The report suggests a focus on quality leaders in the cyclical sector, particularly in home textiles and furniture, where companies like 水星家纺 and 欧派家居 are highlighted for their strong market positions [11][11] - The report notes the increasing differentiation within the home goods market, recommending companies that offer value and competitive pricing [11]

Group 1 - The implementation plan aims to enhance the adaptability of supply and demand in consumer goods, with a goal to optimize the supply structure by 2027, creating three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots [1][3] - By 2030, a high-quality development pattern characterized by positive interaction between supply and consumption is expected to be established, with a steady increase in the contribution of consumption to economic growth [1][3] Group 2 - The plan outlines 19 key tasks across five areas: accelerating the application of new technologies and models, expanding the supply of distinctive and new products, precisely matching the needs of different demographics, cultivating new consumption scenarios and business formats, and creating a favorable development environment [3][4] - Emphasis is placed on accelerating innovation in key industries such as smart connected vehicles, smart home products, consumer electronics, modern textiles, food, and green building materials, with initiatives to develop flagship products and innovative enterprises [3][4] - The plan encourages the development of leisure and sports products, focusing on new demands from event economies, outdoor activities, and winter sports, while promoting high-quality sports equipment [3][4] - Support for health product innovation includes enhancing the research and development of health foods and special dietary foods, as well as recognizing traditional food production areas and local specialty food industries [3][4] Group 3 - The plan aims to expand the influence of historical classic products, supporting industries such as arts and crafts, traditional stationery, silk, tea, and traditional Chinese medicine, while promoting creative design competitions and the development of traditional craft innovation bases [4] - Companies like Zhejiang specialize in outdoor sports products and have developed a unique vertical integration supply chain, selling products to developed regions such as Europe and North America [4][5] - Nobon Co., a leader in differentiated water-jet non-woven fabrics, focuses on a full-chain growth strategy, enhancing its global supply position through technological upgrades and brand development [4][5] - Chuangyuan Co. operates in the cultural education and sports sectors, aiming to resonate with domestic markets through a diversified product matrix and an "IP + technology + cultural creativity" approach [5] - Pianlong Pharmaceutical has extensive experience in the traditional Chinese medicine sector, focusing on brand integration and collaborative innovation in the production of traditional Chinese medicine [5] - Joyful Intelligence leads in the recyclable packaging sector, offering comprehensive packaging solutions and promoting a leasing model to lower barriers for clients [5]

Core Viewpoint - The company acknowledges that its stock price fluctuations are influenced by multiple factors, including macroeconomic conditions, industry development, and secondary market trends [2] Group 1 - The company is committed to continuously improving its operational performance [2] - The company aims to enhance its corporate value [2] - The company strives to deliver excellent performance to reward its investors [2]

Market Overview - The entertainment products sector experienced a decline of 0.3% on November 17, with Chuangyuan Co. leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Stock Performance - Notable gainers in the entertainment products sector included: - Source Pet (001222) with a closing price of 24.28, up 3.98% [1] - Yingpais (002899) at 24.55, up 2.25% [1] - Mingyue Lens (301101) at 41.82, up 2.07% [1] - Conversely, Chuangyuan Co. (300703) saw a significant decline of 4.63%, closing at 26.35 [2] Trading Volume and Capital Flow - The total trading volume for the entertainment products sector showed a net outflow of 106 million yuan from institutional investors, while retail investors saw a net inflow of 119 million yuan [2][3] - The trading volume for Source Pet was 56,800 hands with a transaction value of 136 million yuan, while Chuangyuan Co. had a trading volume of 74,200 hands and a transaction value of 197 million yuan [1][2] Capital Inflow Analysis - Source Pet had a net inflow of 14.64 million yuan from institutional investors, while retail investors had a net outflow of 8.52 million yuan [3] - Mingyue Lens also saw a net inflow of 9.54 million yuan from institutional investors, with retail investors experiencing a net outflow of 5.84 million yuan [3]

Core Insights - Chuangyuan Co., Ltd. experienced a 5.1% decline in stock price, trading at 26.22 CNY per share with a market capitalization of 4.73 billion CNY as of November 17 [1] Company Overview - Chuangyuan Co., Ltd. is located in Ningbo, Zhejiang Province, established on June 14, 2001, and listed on September 19, 2017. The company specializes in the design, production, and sales of paper-based leisure cultural products [1] - The revenue composition of the company includes: 55.38% from educational and leisure products, 32.88% from sports and fitness, 7.39% from home living, 3.93% from other categories, and 0.43% from supplementary sources [1] Fund Holdings - According to data, one fund under Puyin Ansheng holds a significant position in Chuangyuan Co., Ltd. The Puyin Ansheng Consumption Upgrade Mixed A Fund (519125) held 101,000 shares, accounting for 2.27% of the fund's net value, ranking as the tenth largest holding [2] - The fund has reported a floating loss of approximately 142,400 CNY today [2] Fund Performance - The Puyin Ansheng Consumption Upgrade Mixed A Fund was established on December 4, 2013, with a current scale of 61.04 million CNY. Year-to-date, the fund has lost 2.33%, ranking 8126 out of 8213 in its category, and has a one-year loss of 4.36%, ranking 8007 out of 8130 [2] - Since its inception, the fund has achieved a return of 165.12% [2]

Market Overview - The entertainment products sector experienced a decline of 0.74% on November 14, with Chuangyuan Co. leading the drop [1] - The Shanghai Composite Index closed at 3990.49, down 0.97%, while the Shenzhen Component Index closed at 13216.03, down 1.93% [1] Stock Performance - Jinling Sports (300651) saw a closing price of 23.10, with an increase of 3.91% and a trading volume of 171,100 shares, totaling a transaction value of 402 million yuan [1] - Other notable performers included Tongda Chuangzhi (001368) with a closing price of 26.62, up 1.80%, and Shuhua Sports (662509) at 9.91, up 1.33% [1] - Conversely, Chuangyuan Co. (300703) closed at 27.63, down 3.09%, with a trading volume of 62,300 shares and a transaction value of 174 million yuan [2] Capital Flow - The entertainment products sector saw a net outflow of 59.54 million yuan from institutional investors, while retail investors contributed a net inflow of 76.78 million yuan [2] - The capital flow data indicates that retail investors were more active in the market, contrasting with the outflows from institutional and speculative funds [2][3] Individual Stock Capital Flow - Shuhua Sports (605299) had a net inflow of 8.95 million yuan from institutional investors, while it faced a net outflow of 1.40 million yuan from speculative funds [3] - Qi Xin Group (002301) experienced a net inflow of 8.74 million yuan from institutional investors, with a net outflow of 2.52 million yuan from speculative funds [3] - The data reflects varying levels of interest and investment strategies among different investor categories within the sector [3]