格隆汇10月15日｜锦盛新材(300849.SZ)公告称，持股5%以上的股东宁波立溢创业投资中心（有限合 伙）计划自公告披露之日起15个交易日后的3个月内，以集中竞价或大宗交易方式减持本公司股份合计 不超过300万股，即不超过公司总股本的2.00%。减持原因为自身资金需求。 ...

Core Viewpoint - Ningbo Liyi Venture Capital Center (Limited Partnership) plans to reduce its holdings in Jinsong New Materials by up to 3 million shares, representing 2.00% of the company's total share capital, due to its own funding needs [1] Summary by Relevant Sections - **Shareholding Details** - Ningbo Liyi currently holds 25.125 million shares, accounting for 16.75% of the company's total share capital [1] - **Reduction Plan** - The reduction will occur within three months after the announcement, through centralized bidding or block trading [1] - **Regulatory Compliance** - The reduction plan complies with relevant laws and regulations [1]

锦盛新材公告，持股2512.5万股、占16.75%的股东宁波立溢创业投资中心（有限合伙）因资金需求，拟 自公告披露之日起15个交易日后的3个月内，通过集中竞价或大宗交易方式合计减持不超300万股，即不 超2.00%；其中集中竞价任意连续90日内减持不超1%，大宗交易不超2%。 ...

证券代码：300849 证券简称：锦盛新材 公告编号：2025-038 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 特别提示： 持有浙江锦盛新材料股份有限公司（以下简称"公司"）股份 25,125,000 股（占本公司总股本比例 16.75%）的股东宁波立溢创业投资中心（有限合伙） （以下简称"宁波立溢"）计划自本公告披露之日起 15 个交易日后的 3 个月内， 以集中竞价或大宗交易方式预计减持本公司股份合计不超过 3,000,000 股，即不 超过公司总股本的 2.00%（若计划减持期间公司发生送股、资本公积金转增股本 等股份变动事项，上述减持股份数量将进行相应调整）。 公司于近日收到宁波立溢出具的《关于股份减持计划的告知函》，现将相关 情况公告如下： 一、 股东的基本情况 1、 股东名称：宁波立溢创业投资中心（有限合伙） 2、 股东持股情况：截至 2025 年 10 月 15 日，宁波立溢持有公司股份 25,125,000 股，占公司总股本比例 16.75% 二、 本次减持计划的主要内容 浙江锦盛新材料股份有限公司 关于持股 5%以上股东减持股份预披露公告 持股5%以上的股东宁波 ...

Core Viewpoint - The company Jinsheng New Materials (300849) has successfully launched a new project for the production of 45 million sets of cosmetic packaging containers, which was put into operation in July 2021 and recognized as a provincial-level smart factory in Zhejiang [1] Group 1: Company Overview - Jinsheng New Materials has over 20 years of experience in the production and sales of cosmetic packaging materials, making it one of the more technically proficient and product-diverse companies in the domestic industry [1] - The company focuses on its main business of cosmetic packaging [1] Group 2: Project Details - The new project utilizes an intelligent warehousing logistics system and robotic automatic packing workstation [1] - The project was recognized by the Zhejiang Provincial Department of Economy and Information Technology as a "2021 Provincial Smart Factory (Digital Workshop)" [1]

Core Insights - The cosmetics sector experienced a slight increase of 0.31% on October 14, with Shanghai Jahwa leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Company Performance - Shanghai Jahwa (600315) closed at 26.59, up 5.10%, with a trading volume of 102,700 shares and a transaction value of 270 million yuan [1] - Lafang (603630) closed at 24.65, up 4.05%, with a trading volume of 90,200 shares and a transaction value of 221 million yuan [1] - Qingdao Kingway (002094) closed at 7.97, up 1.92%, with a trading volume of 413,400 shares and a transaction value of 329 million yuan [1] - Other notable performers include Bawei (920123) at 17.83 (+1.54%) and Jinsong New Materials (300849) at 13.53 (+0.97%) [1] Fund Flow Analysis - The cosmetics sector saw a net outflow of 13.28 million yuan from institutional investors, while retail investors experienced a net outflow of 46.69 million yuan [2] - Conversely, speculative funds recorded a net inflow of 59.98 million yuan [2] Individual Stock Fund Flow - Shanghai Jahwa had a net inflow of 29.86 million yuan from institutional investors, while retail investors saw a net outflow of 24.90 million yuan [3] - Lafang recorded a net inflow of 21.89 million yuan from institutional investors, with retail investors experiencing a net outflow of 21.61 million yuan [3] - Qingdao Kingway had a net inflow of 16.80 million yuan from institutional investors, while retail investors saw a net outflow of 18.67 million yuan [3]

Group 1 - The cosmetics sector experienced a slight increase of 0.1% on September 26, with Qingdao King leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Key stocks in the cosmetics sector showed varied performance, with Qingdao King rising by 3.49% to a closing price of 8.00 [1] Group 2 - The cosmetics sector saw a net inflow of 55.80 million yuan from main funds, while retail investors experienced a net outflow of 30.36 million yuan [2] - Major stocks like Qingdao King and Shanghai Jahwa had significant net inflows from main funds, indicating investor interest [3] - The overall trading volume and turnover in the cosmetics sector reflected active market participation, with Qingdao King achieving a turnover of 3.83 billion yuan [1][2]

Market Overview - On September 25, the cosmetics sector declined by 0.34%, with Jiaheng Jiahua leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Individual Stock Performance - Notable gainers included: - Jinsheng New Material (300849) with a closing price of 13.42, up 1.82% [1] - Tiancaiya (603605) with a closing price of 80.50, up 1.31% [1] - Major decliners included: - Jiaheng Jiahua (300955) with a closing price of 27.90, down 2.04% [2] - Wanmei Biological (603983) with a closing price of 39.81, down 1.87% [2] Trading Volume and Capital Flow - The cosmetics sector experienced a net outflow of 49.89 million yuan from main funds, while retail investors saw a net inflow of 29.38 million yuan [2] - The trading volume for key stocks included: - Shanghai Jahwa (600315) with a trading volume of 37,100 shares and a turnover of approximately 96.45 million yuan [1] - Qingdao Kingway (002094) with a trading volume of 167,200 shares and a turnover of approximately 130 million yuan [2] Fund Flow Analysis - Main fund inflows and outflows for selected stocks: - Shanghai Jahwa had a main fund net inflow of 3.17 million yuan, while retail investors contributed a net inflow of 3.43 million yuan [3] - Jiaheng Jiahua saw a main fund net outflow of 393,800 yuan, with retail investors contributing a net outflow of 387,720 yuan [3]

Core Viewpoint - Jinsheng New Materials (300849.SZ) reported a decline in revenue and net profit for the first half of 2025, indicating financial challenges faced by the company [1][2]. Financial Performance Summary - The company achieved operating revenue of 151 million yuan in the first half of 2025, a decrease of 9.33% compared to the same period last year [1][2]. - The net profit attributable to shareholders was -8.80 million yuan, a significant drop from a profit of 0.56 million yuan in the previous year [1][2]. - The net profit after deducting non-recurring gains and losses was -10.95 million yuan, compared to -7.48 million yuan in the same period last year [1][2]. - The net cash flow from operating activities was -5.50 million yuan, down from 2.79 million yuan in the previous year [1][2]. Earnings Per Share and Return on Equity - Basic and diluted earnings per share were both -0.0586 yuan, compared to 0.0037 yuan in the previous year [2]. - The weighted average return on equity was -1.48%, a decline from 0.09% in the previous year [2]. Asset and Equity Position - Total assets at the end of the reporting period were 713 million yuan, down from 732 million yuan at the end of the previous year [2]. - The net assets attributable to shareholders were 590 million yuan, slightly decreased from 599 million yuan at the end of the previous year [2]. Future Projections - Revenue projections for 2022 to 2024 are 243 million yuan, 260 million yuan, and 333 million yuan respectively, indicating a gradual increase [2]. - Projected net profits for the same years are -22.51 million yuan, -23.87 million yuan, and -22.65 million yuan, suggesting ongoing financial difficulties [2].

Group 1 - Recent information disclosure violations have been reported by companies such as Jinsheng New Materials, *ST Aowei, and ST Nuotai, leading to significant market value loss for investors and undermining trust in the capital market's integrity [1][2] - Jinsheng New Materials received a warning letter from the Zhejiang Securities Regulatory Bureau for multiple violations, including failure to disclose related party transactions in a timely manner and mixing management with its actual controller [2] - The company has faced continuous losses, with reported revenues increasing from 243 million yuan in 2022 to 333 million yuan in 2024, but net profits showing losses of over 69 million yuan cumulatively during the same period [2] Group 2 - ST Nuotai was found to have inflated revenue by 30 million yuan through non-commercial transactions in 2021, which misled investors regarding its financial health [3][4] - The company continued to use false financial data in its convertible bond issuance documents in 2023, further misleading investors and disrupting normal financing order in the capital market [4] - Investors who purchased ST Nuotai shares between April 28, 2022, and October 23, 2024, may seek compensation for losses [4] Group 3 - *ST Aowei announced a significant downward revision of its financial forecasts, with net profit losses expected to widen from an initial estimate of 32 million to 45 million yuan to a range of 50 million to 75 million yuan [5] - The company's revenue forecast was also drastically reduced from 450 million to 520 million yuan down to 280 million to 299 million yuan [5] - Investors who bought shares between January 24, 2025, and April 21, 2025, may also pursue claims for compensation [5]