经与会董事审议，以现场结合通讯方式，通过如下决议： 证券代码：300883 证券简称：龙利得 公告编号：2025-032 龙利得智能科技股份有限公司 第五届董事会第八次会议决议公告 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。 一、会议召开情况 龙利得智能科技股份有限公司（以下简称"公司"）第五届董事会第八次会 议于 2025 年 11 月 19 日 10:30 以现场结合通讯的方式召开。本次会议通知于 2025 年 11 月 10 日以电话、微信、书面通知、专人送达等方式送达公司全体董事。公 司应出席会议董事 7 名，实际出席会议董事 7 名，其中盛正标、徐炳达、袁帅以 通讯方式出席本次会议。公司监事、高级管理人员列席了会议，会议由公司董事 长徐龙平先生主持，本次会议的召集、召开和表决程序符合法律法规、规范性文 件和《公司章程》的规定。 二、会议审议情况 （一）审议并通过了《关于修订<公司章程>并办理工商变更登记的议案》 根据《中华人民共和国公司法》《上市公司章程指引》等法律法规、规范性 文件的规定，结合公司实际情况，公司对《公司章程》中相关条款进行修订。 ...

格隆汇11月19日丨龙利得(300883.SZ)公布，龙尔利近日收到中国银行股份有限公司滁州分行出具的贷 款承诺函，中国银行股份有限公司滁州分行承诺将为龙尔利提供不超过人民币10,000万元，且不超过本 次增持总金额的90%的贷款专项用于增持本公司股票，贷款期限不超过36个月，具体贷款事宜将以双方 签订的贷款合同为准。 ...

证券代码：300883 证券简称：龙利得 公告编号：2025-034 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。 重要内容提示： 龙利得智能科技股份有限公司（以下简称"龙利得"或"公司"）控 股股东上海龙尔利投资发展有限公司（以下简称"龙尔利"）基于对公司未来 发展的信心和长期投资价值的认可，计划自本公告披露之日起 6 个月内通过深 圳证券交易所交易系统集中竞价交易、大宗交易等方式增持公司股份，本次增 持金额为不低于 5,600 万元人民币，不超过 11,200 万元人民币，增持股份数量 不超过公司总股本的 5%，本次增持价格不设价格区间。资金来源为自有资金和专 项贷款等。 本次增持计划不触及要约收购，不会导致公司控股股东及实际控制人 发生变化。 本次增持计划可能存在因资本市场情况发生变化或目前尚无法预判 的其他风险因素导致增持计划的实施无法达到预期的风险，敬请广大投资者 注意投资风险。 近日，公司收到龙尔利通知，基于对公司未来发展的信心和长期投资价 值的认可，其计划自本公告披露之日起的 6 个月内，通过深圳证券交易所交易 系统集中竞价交易、大宗交易等方式 ...

Core Insights - The report highlights the growth in the printing and recording media reproduction industry in China, with the number of enterprises increasing by 138 to a total of 7,097, representing a year-on-year growth of 1.98% as of January to September 2025 [1] Industry Overview - The printing and recording media reproduction industry now accounts for 1.36% of the total industrial enterprises in China [1] - The threshold for scale enterprises has been raised from an annual main business income of 5 million to 20 million yuan since 2011, indicating a shift in industry standards [1] Market Research - The report titled "2026-2032 China Printing Industry Market Special Survey and Investment Prospects Analysis Report" was published by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has been dedicated to industry research for over a decade, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1]

证券日报网讯龙利得11月12日在互动平台回答投资者提问时表示，截至2025年11月10日公司股东总户数 为17，718户。 （文章来源：证券日报） ...

Market Overview - The packaging and printing sector increased by 0.49% on November 11, with Zhongrui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Top Gainers in Packaging and Printing Sector - Zhongjin Co., Ltd. (002374) closed at 3.83, up 10.06% with a trading volume of 1.4812 million shares and a transaction value of 559 million [1] - Jinfutech (003018) closed at 13.95, up 6.33% with a trading volume of 184,500 shares and a transaction value of 259 million [1] - Xiyue Xihang (301198) closed at 13.54, up 3.99% with a trading volume of 56,400 shares [1] Market Capital Flow - The packaging and printing sector experienced a net outflow of 90.602 million from institutional investors and 46.3644 million from retail investors, while individual investors saw a net inflow of 137 million [2] - The overall market sentiment indicates a mixed response, with institutional and retail investors showing different trends in capital flow [2] Individual Stock Capital Flow - Zhongrui Co., Ltd. had a net inflow of 39.7145 million from institutional investors, while retail investors experienced a net outflow of 20.9648 million [3] - Jinfutech saw a net inflow of 38.9645 million from institutional investors, with retail investors also facing a net outflow of 25.6692 million [3] - Kangxin New Materials (600076) had a net inflow of 10.2201 million from institutional investors, while retail investors had a net outflow of 2.7362 million [3]

Market Overview - The packaging and printing sector increased by 0.14% on November 6, with Zhongxin Co. leading the gains [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] Top Gainers in Packaging and Printing Sector - Zhongzheng Co. (603091) closed at 80.09, up 6.66% with a trading volume of 16,300 lots and a turnover of 129 million [1] - Dongfeng Group (601515) closed at 4.99, up 3.96% with a trading volume of 717,500 lots and a turnover of 356 million [1] - Yutong Technology (002831) closed at 27.39, up 3.12% with a trading volume of 79,200 lots and a turnover of 213 million [1] Top Losers in Packaging and Printing Sector - Zhongjin Co. (002374) closed at 3.16, down 4.53% with a trading volume of 1,117,200 lots and a turnover of 356 million [2] - Hongxing Packaging (002228) closed at 3.50, down 2.78% with a trading volume of 127,870 lots and a turnover of 97.8 million [2] - Wangzi New Materials (002735) closed at 16.86, down 2.43% with a trading volume of 455,200 lots and a turnover of 763 million [2] Capital Flow Analysis - The packaging and printing sector experienced a net outflow of 264 million from institutional investors, while retail investors saw a net inflow of 168 million [2] - Notable net inflows from retail investors were observed in Longlide (300883) and Yutong Technology (002831) [3] Individual Stock Capital Flow - Longlide (300883) had a net outflow of 24.84 million from institutional investors, with a retail net outflow of 22.79 million [3] - Shunhao Co. (002565) saw a net inflow of 17.79 million from institutional investors, while retail investors had a net outflow of 9.32 million [3] - Yutong Technology (002831) recorded a net inflow of 15.28 million from institutional investors, with retail investors experiencing a net outflow of 9.61 million [3]

Group 1: Core Insights - The company is a well-known player in the paper packaging industry, focusing on advanced manufacturing applications, smart manufacturing, and the design and development of packaging containers [1] - The company is transitioning from traditional transport packaging to high-value consumer packaging, leveraging automation and strong R&D capabilities to create a diverse product line including corrugated boxes, paper bags, and cups [1][2] - The company is optimizing its product and customer structure by expanding its product line to include eco-friendly options and targeting a more diverse customer base across various sectors such as personal care, high-end equipment, and beverages [2] Group 2: Industry Trends - The printing and packaging industry in China is experiencing steady growth, with 10.9 million printing enterprises and a total output value of 1.5 trillion yuan, reflecting a year-on-year growth of 2.3% and 3.9% respectively [2] - The industry is moving towards more refined, high-quality, and personalized packaging products, with a focus on functionality and diversity [2] Group 3: Technological Advancements - The company is advancing its modernization and digitalization efforts, with the completion of the Shanghai "Longlide Cultural Innovation Park" and the upcoming launch of the Anhui Mingguang Longlide Green Intelligent Cultural Innovation Park [3] - These initiatives aim to enhance the company's market position by integrating digital technologies such as big data, blockchain, and IoT into its operations [3] Group 4: Financial Projections - The company is projected to achieve revenues of 869 million yuan, 935 million yuan, and 1.021 billion yuan from 2025 to 2027, with net profits of 1 million yuan, 11 million yuan, and 14 million yuan respectively [4] - The current stock price corresponds to a high price-to-earnings ratio, indicating strong market expectations for future growth [4]

Core Viewpoint - Longlide, established in 2010 and listed in 2020, operates in the domestic paper packaging industry, specializing in corrugated boxes and boards, and offers customized packaging solutions [1] Group 1: Business Performance - In Q3 2025, Longlide reported revenue of 643 million yuan, ranking 16th among 21 companies in the industry, with the top company, Yutong Technology, generating 12.601 billion yuan [2] - The net profit for the same period was 388,900 yuan, placing Longlide 17th in the industry, while the leading company, Yutong Technology, had a net profit of 1.161 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Longlide's debt-to-asset ratio was 44.53%, higher than the industry average of 35.30%, and increased from 36.39% in the previous year [3] - The gross profit margin for Longlide was 14.31%, below the industry average of 21.53%, but showed a slight improvement from 13.70% in the previous year [3] Group 3: Executive Compensation - The chairman and general manager, Xu Longping, received a salary of 971,900 yuan in 2024, an increase of 302,700 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders for Longlide was 17,600, a decrease of 0.82% from the previous period, while the average number of circulating A-shares held per shareholder increased by 0.83% to 18,800 [5]

Core Viewpoint - Longlide (300883.SZ) reported a decline in institutional ownership in its Q3 2025 report, with a total of 5 institutional investors holding 66.73 million shares, representing 19.29% of the total share capital, down 9.63 percentage points from the previous quarter [1] Institutional Investors - As of October 27, 2025, 5 institutional investors disclosed their holdings in Longlide, totaling 66.73 million shares, which is 19.29% of the company's total shares [1] - The institutional investors include Shanghai Longerli Investment Development Co., Ltd., Chuzhou Junyuan Venture Capital Center (Limited Partnership), Longlide Intelligent Technology Co., Ltd. - 2024 Employee Stock Ownership Plan, Beijing Ruice Investment Management Co., Ltd. - Ruice Multi-Strategy Phase III Private Securities Investment Fund, and J.P. Morgan Securities PLC - proprietary funds [1] - The institutional ownership percentage decreased by 9.63 percentage points compared to the previous quarter [1] Public Funds - In this period, 43 public funds were not disclosed compared to the previous quarter, including CITIC Prudential Multi-Strategy Mixed (LOF) A, Huaxia CSI 500 Index Enhanced A, Nuoan Multi-Strategy Mixed A, Guojin Quantitative Multi-Factor A, and Huaxia CSI 500 Index Smart Selection Enhanced A [1] Foreign Investment - One new foreign institution disclosed its holdings this quarter, J.P. Morgan Securities PLC - proprietary funds [1] - The foreign institution that was not disclosed compared to the previous quarter is BARCLAYS BANK PLC [1]