证券日报网讯 2月24日，江苏博云在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 户数（已合并融资融券账户）为6540户。 （文章来源：证券日报） ...

Core Viewpoint - Jiangsu Boyun (301003.SZ) reached a historical high of 50.77 yuan on February 11, 2026, with a single-day increase of 4.83%, but the sustainability of this price increase requires a comprehensive assessment of current bullish and bearish factors [1] Price Movement Reasons - Technical Breakthrough and Capital Drive: The stock price successfully broke through previous highs, with technical indicators showing a bullish short-term trend, including a positive MACD histogram and KDJ indicators in a high zone, indicating strong short-term upward momentum. The trading volume increased to 2.12 billion yuan with a turnover rate of 5.60%, reflecting high market attention [2] - Positive Institutional Profit Forecast: Market optimism regarding future performance is reflected in institutional forecasts, predicting a 14.14% year-on-year increase in net profit for 2025 and a further 17.39% growth in 2026, providing support for valuation [2] - Market Environment: Although the plastic sector rose slightly by 0.28% on the day, the company's involvement in new materials and new energy vehicle sectors has shown stable performance recently, providing a favorable environment for individual stock performance [2] Recent Company Status - Short-term Pressure on Fundamental Performance: According to the company's earnings forecast released on January 19, 2026, the expected net profit for 2025 is between 85 million and 115 million yuan, representing a year-on-year decline of 18.47% to 39.74%, contrasting with the optimistic medium- to long-term forecasts from institutions, making actual performance a key factor for stock price sustainability [3] - Company Valuation: Following the stock price reaching a new high, the dynamic price-to-earnings ratio (TTM) has reached 40.49 times, exceeding the industry average. If future performance growth does not meet expectations, there may be pressure for valuation adjustment [3] - Capital Flow Situation: Despite the significant increase in stock price, capital flow data indicates a net outflow of 3.94 million yuan from main funds, reflecting some divergence in capital at the current level. The continued inflow of funds will be crucial [3] Future Development - The sustainability of the stock price increase primarily depends on whether the actual performance in the 2025 annual report meets or exceeds market expectations, as well as the company's ability to drive new growth in new materials and new energy sectors. Additionally, it is essential to closely monitor overall market sentiment, sector rotation, and the subsequent movements of main funds [4]

证券代码:301003 证券简称:江苏博云 公告编号:2026-008 江苏博云塑业股份有限公司 一、本次理财产品到期赎回的情况 | 序 | 签约银行 | 产品名称 | 产品类型 | 认购金额 | 起息日 | 到期日 | 预期年化收 | 赎回金额 | 理财收益 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | | （万元） | | | 益率 | （万元） | （元） | 来源 | | 1 | 张家港农村 商业银行股 份有限公司 | 公司结构 性存款 | 保本浮动 收益型 | 7,000 | 2025.08 | 2026.02 | 1.30%-2.05% | 7,000 | 617,534.25 | 闲置 募集 | | | 冶金工业园 | 期 2025172 | | | .06 | .06 | | | | 资金 | | | 区支行 | | | | | | | | | | | | 江苏银行张 家港支行 | 结构性存 款 2025 年 第 期 44 3 | 保本浮动 收益型 | | 2025.11 ...

Group 1 - Jiangsu Boyun (301003.SZ) experienced a stock price increase of 3.66%, reaching 49.850 yuan, marking a historical high for the company [1] - The total market capitalization of Jiangsu Boyun is reported to be 4.842 billion yuan [1]

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。 证券代码:301003 证券简称:江苏博云 公告编号:2026-007 江苏博云塑业股份有限公司 2026 年第一次临时股东会决议公告 特别提示： 1、本次股东会召开期间无增加、否决或变更议案的情况，亦不存在变更以 前股东会已通过的决议的情况。 2、本次股东会采取现场投票和网络投票相结合的方式召开。 一、会议召开情况 1、会议召开时间： 现场会议召开时间：2026 年 2 月 6 日（星期五）14:00。 网络投票时间：2026 年 2 月 6 日。其中，通过深圳证券交易所交易系统进 行网络投票的具体时间为：2026 年 2 月 6 日 9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2026 年 2 月 6 日 09:15-15:00。 2、现场会议召开地点：江苏省张家港市锦丰镇创业路 3-1 号 3、会议召开方式：现场表决与网络投票相结合的方式 4、会议召集人：公司董事会 5、会议主持人：董事长吕锋先生 6、本次股东会的召开符合有关法律、行 ...

国浩律师（南京）事务所 关 于 江苏博云塑业股份有限公司 南京市汉中门大街 309 号 B 座 5/7/8 层 邮编：210036 5,7,8th Floor, Block B, 309 Hanzhongmen Street, Nanjing 210036, China 电话/Tel: +86 25 8966 0900 传真/Fax: +86 25 8966 0966 网址/Website: http://www.grandall.com.cn 2026 年 2 月 | | | 2026 年第一次临时股东会 之 法律意见书 国浩律师(南京)事务所 法律意见书 国浩律师（南京）事务所 关于江苏博云塑业股份有限公司 2026年第一次临时股东会之法律意见书 致：江苏博云塑业股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）和中国证券监督管理委员会《上 市公司股东会规则》（以下简称"《股东会规则》"）和《深圳证券交易所上 市公司自律监管指引第 2 号——创业板上市公司规范运作》（以下简称"《规 范运作指引》"）的规定，国浩律师（南京）事务所（以下 ...

Group 1 - The modified plastics industry in China has shown a growing trend in investment and financing activities from 2017 to 2025, with a total of 18 financing events recorded [1][5] - The average single financing amount in the modified plastics industry peaked at approximately 450 million RMB in 2022, but is expected to decline to 30 million RMB by 2024-2025 [2][5] - Investment rounds are primarily concentrated in A and B+ rounds, indicating a focus on pre-IPO financing [5][12] Group 2 - The majority of financing events in the modified plastics industry occurred in Beijing, with a total of 7 events from 2017 to 2025, while Jiangsu and Zhejiang also showed high activity [6][8] - The investment focus within the modified plastics sector is heavily directed towards biodegradable plastics, with several significant financing events reported [9][12] - The main investors in the modified plastics industry are primarily investment firms, with notable representatives including Taihe Capital and Sany Innovation [12][14] Group 3 - The modified plastics industry has seen limited mergers and acquisitions, primarily involving horizontal integration among midstream companies [14][15] - A summary of mergers and acquisitions indicates that companies like Daon Technology and Huitong Technology have completed several horizontal integrations, enhancing their market positions [15][18] - Overall, while investment activities in the modified plastics market are on the rise, the number of mergers and acquisitions remains relatively low [18]

Group 1 - The core point of the article is that Jiangsu Boyun (301003) reported a total of 6,216 shareholders (including merged margin trading accounts) as of January 30, 2026 [1]

证券代码:301003 证券简称:江苏博云 公告编号:2026-006 江苏博云塑业股份有限公司 关于使用闲置募集资金及自有资金进行现金管理的进展公告 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。 江苏博云塑业股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开 了第三届董事会第二次会议，审议通过了《关于使用闲置自有资金进行现金管理 的议案》，同意公司使用不超过人民币 4.5 亿元（含等值外币）的闲置自有资金 进行现金管理，以提高资金使用效率和收益，为公司及股东获取更多的回报。上 述额度自 2024 年年度股东会审议通过之日起 12 个月内有效，在前述额度和期限 范围内可循环滚动使用。具体详见公司于 2025 年 3 月 28 日发布于巨潮资讯网 （http://www.cninfo.com.cn）的《关于使用闲置自有资金进行现金管理的公告》 （公告编号：2025-020）。 江苏博云塑业股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开 了第三届董事会第二次会议，审议通过了《关于使用闲置募集资金进行现金管理 的议案》， ...

Group 1 - The core point of the article is that Jiangsu Boyun (301003) reported its shareholder count as of January 20, 2026, which stands at 6,570 accounts, including merged margin trading accounts [1]