证券代码：300849 证券简称：锦盛新材 公告编号：2025-042 浙江锦盛新材料股份有限公司 关于公司及相关当事人收到《行政处罚决定书》的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江锦盛新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日收 到中国证券监督管理委员会（以下简称"中国证监会"）下发的《立案告知书》 （编号：证监立案字 01120250021 号），因公司涉嫌信息披露违法违规，根据《中 华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中国证监会 决定对公司立案。具体内容详见公司于 2025 年 6 月 27 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于收到中国证券监督管理委员会立案告知书的 公告》（公告编号：2025-022）。 2025 年 10 月，公司及相关当事人收到中国证券监督管理委员会浙江监管局 出具的《行政处罚事先告知书》（浙处罚字[2025]15 号）。具体内容详见公司于 2025 年 10 月 22 日披露的《关于公司及相关当事人收到〈行政处罚事先告知书〉 的 ...

Market Overview - The cosmetics sector experienced a decline of 1.06% on November 14, with Bawei 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] Individual Stock Performance - Notable performers included: - Jinsong New Material (300849) with a closing price of 16.28, up 0.74% [1] - Jiahen Home Care (300955) at 39.97, up 0.63% [1] - Furuida (600223) at 7.99, up 0.13% [1] - Stocks that declined included: - Bawei Co. (920123) at 17.68, down 3.49% [2] - Shuiyang Co. (300740) at 21.02, down 2.28% [2] - Shanghai Jahwa (600315) at 24.20, down 1.63% [2] Capital Flow Analysis - The cosmetics sector saw a net outflow of 75.29 million yuan from institutional investors, while retail investors had a net inflow of 58.41 million yuan [2] - The overall capital flow for individual stocks showed mixed results, with some stocks experiencing significant outflows from institutional investors [3] Detailed Capital Flow for Selected Stocks - Tian Cai Ya (603605) had a net inflow of over 10.27 million yuan from institutional investors, while it faced a net outflow of 20.13 million yuan from retail investors [3] - Jinsong New Material (300849) saw a net inflow of 4.11 million yuan from institutional investors but a net outflow of 4.36 million yuan from retail investors [3] - Jiahen Home Care (300955) experienced a net outflow of 3.05 million yuan from institutional investors, with a significant net inflow of 16.17 million yuan from retail investors [3]

Market Overview - The cosmetics sector increased by 0.2% on November 13, with Jinsheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Individual Stock Performance - Jinsheng New Materials (300849) closed at 16.16, up 2.08% with a trading volume of 59,500 shares and a transaction value of 95.82 million yuan [1] - Shuiyang Co. (300740) closed at 21.51, up 2.04% with a trading volume of 147,200 shares and a transaction value of 314 million yuan [1] - Beitaini (300957) closed at 43.24, up 1.08% with a trading volume of 35,900 shares and a transaction value of 154 million yuan [1] - Other notable stocks include Furuida (600223) at 7.98 (+0.63%), Qingsong Co. (300132) at 8.12 (+0.37%), and Qingdao Kingway (002094) at 7.80 (+0.26%) [1] Capital Flow Analysis - The cosmetics sector experienced a net outflow of 56.57 million yuan from institutional investors and 32.11 million yuan from retail investors, while individual investors saw a net inflow of 88.67 million yuan [2] - The capital flow for individual stocks shows that Shuiyang Co. had a net inflow of 21.64 million yuan from institutional investors, while other stocks like Huaye Fragrance (300886) and Kesheng Co. (300856) faced net outflows [3]

Core Viewpoint - The cosmetics sector experienced a notable increase of 3.13% on November 10, with Lafang Jiahua leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Lafang Jiahua's stock price rose by 6.14% to 23.51, with a trading volume of 96,700 shares and a transaction value of 223 million [1] - Other notable performers included: - Jiahen Jiahua: 5.57% increase, closing at 36.79 with a transaction value of 124 million [1] - Qingsong Co.: 4.56% increase, closing at 7.80 with a transaction value of 362 million [1] - Proya: 4.46% increase, closing at 73.32 with a transaction value of 759 million [1] Group 2: Fund Flow Analysis - The cosmetics sector saw a net inflow of 152 million from institutional investors, while retail investors experienced a net outflow of 179 million [1] - Key fund flows for selected companies included: - Lafang Jiahua: 22.32 million net inflow from institutional investors, with a net outflow of 11.42 million from retail investors [2] - Beitaini: 34.32 million net inflow from institutional investors, with a net outflow of 13.48 million from retail investors [2] - Shanghai Jahwa: 24.72 million net inflow from institutional investors, with a net outflow of 30.62 million from retail investors [2]

Market Overview - The cosmetics sector experienced a decline of 1.21% on November 6, with Betaini leading the drop [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Individual Stock Performance - Notable gainers included: - Shuiyang Co., Ltd. (300740) with a closing price of 20.83, up 1.46% [1] - Qingsong Co., Ltd. (300132) with a closing price of 7.27, up 1.11% [1] - Significant decliners included: - Betaini (300957) with a closing price of 42.22, down 4.89% [2] - Jiahen Home Care (300955) with a closing price of 36.68, down 3.47% [2] Trading Volume and Capital Flow - The cosmetics sector saw a net outflow of 82.6352 million yuan from institutional investors, while retail investors had a net inflow of 58.2199 million yuan [2] - The trading volume for Shuiyang Co., Ltd. was 149,100 shares, with a transaction value of 311 million yuan [1] Capital Flow Analysis - Major net inflows were observed in: - Shuiyang Co., Ltd. with a net inflow of 23.1839 million yuan [3] - Qingsong Co., Ltd. with a net inflow of 7.1227 million yuan [3] - Major net outflows were noted in: - Betaini with a net outflow of 90.237 million yuan [3] - Shanghai Jahwa (600315) with a net outflow of 90.237 million yuan [3]

Core Viewpoint - The cosmetics sector experienced a decline of 1.75% on November 4, with Marubi Biotechnology leading the drop [1][2] Group 1: Market Performance - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] - Major stocks in the cosmetics sector showed varied performance, with Qing Song Co. slightly up by 0.28% and Marubi Biotechnology down by 3.92% [1][2] Group 2: Trading Volume and Value - The trading volume and value for key stocks in the cosmetics sector were significant, with Qingdao Kingway recording a trading volume of 576,600 shares and a transaction value of 470 million yuan [2] - The total net outflow of main funds in the cosmetics sector was 208 million yuan, while retail investors saw a net inflow of 155 million yuan [2] Group 3: Fund Flow Analysis - The main funds showed a net outflow in several companies, including Marubi Biotechnology with a net outflow of 7.54 million yuan, while retail investors had a net inflow of 17.24 million yuan [3] - LaFang Co. had a net inflow of 8.17 million yuan from retail investors, despite a net outflow from main funds [3]

Market Overview - The cosmetics sector increased by 0.77% on October 29, with Marubi Biological leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Individual Stock Performance - Marubi Biological (603983) closed at 36.66, up 3.74% with a trading volume of 41,500 shares and a turnover of 150 million yuan [1] - Babi Co. (920123) closed at 18.06, up 3.56% with a trading volume of 23,700 shares and a turnover of 41.72 million yuan [1] - Shanghai Jahwa (600315) closed at 25.46, up 2.74% with a trading volume of 154,500 shares and a turnover of 392 million yuan [1] - Betaini (300957) closed at 45.83, up 0.57% with a trading volume of 33,400 shares and a turnover of 152 million yuan [1] - Other notable performances include Proya (603605) at 76.87, up 0.18%, and Water Sheep Co. (300740) at 22.14, up 0.09% [1] Fund Flow Analysis - The cosmetics sector experienced a net outflow of 89.37 million yuan from institutional investors and 51.47 million yuan from retail investors, while individual investors saw a net inflow of 141 million yuan [2] - The detailed fund flow for individual stocks shows that Shanghai Jahwa had a net outflow of 32.36 million yuan from institutional investors [3] - Marubi Biological had a net inflow of 4.95 million yuan from institutional investors, but a net outflow of 8.77 million yuan from retail investors [3]

Core Viewpoint - Jinsong New Materials is a leading domestic supplier of cosmetic plastic packaging containers, with strong R&D and production capabilities, and has been publicly listed since July 2020 [1] Group 1: Business Performance - For Q3 2025, Jinsong New Materials reported revenue of 238 million, ranking 7th among 7 companies in the industry, with the industry leader, Qingsong Co., achieving 1.553 billion in revenue [2] - The main business revenue composition includes injection molded products at 144 million (95.42%), glass bottles at 3.9189 million (2.60%), and molds at 3.0023 million (1.99%) [2] - The net profit for the same period was -9.4719 million, ranking 6th in the industry, with the industry leader's net profit at 107 million [2] Group 2: Financial Ratios - As of Q3 2025, Jinsong New Materials had a debt-to-asset ratio of 15.99%, down from 18.42% year-on-year, significantly lower than the industry average of 36.05%, indicating good solvency [3] - The gross profit margin for the period was 19.75%, up from 18.83% year-on-year, but still below the industry average of 21.95% [3] Group 3: Executive Compensation - The chairman, Ruan Rongtao, received a salary of 579,800, an increase of 5,500 from the previous year [4] - The general manager, Ruan Qijiang, earned 497,300, up by 5,900 from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 13.27% to 8,200, while the average number of circulating A-shares held per household increased by 15.30% to 14,800 [5]

Core Viewpoint - Jinsheng New Materials (300849.SZ) reported a decline in revenue and incurred a net loss in the first three quarters of 2025 [1] Financial Performance - The company's revenue for the first three quarters was 238 million yuan, representing a year-on-year decrease of 8.41% [1] - The net loss attributable to shareholders of the listed company was 9.4719 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 12.6701 million yuan [1] - The basic loss per share was 0.0631 yuan [1]

Group 1 - The core viewpoint of the news is that Jinsheng New Materials (SZ 300849) reported a decline in revenue and a net loss for the third quarter of 2025 [1] - For the first three quarters of 2025, the company's revenue was approximately 238 million yuan, representing a year-on-year decrease of 8.41% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 9.47 million yuan, with basic earnings per share showing a loss of 0.0631 yuan [1] Group 2 - As of the report, Jinsheng New Materials has a market capitalization of 2.2 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence after a decade of stagnation, with technology leading the market transformation [2]