证券日报网讯 8月4日晚间，嘉益股份发布公告称，截至2025年7月31日，公司尚未实施回购。 （文章来源：证券日报） ...

2025 年 5 月 7 日，公司实施完成 2024 年度权益分派，回购价格由不超过人 民币 139.86 元/股调整为不超过人民币 97.76 元/股。具体内容详见公司于 2025 年 6 月 4 日披露于巨潮资讯网（www.cninfo.com.cn）的《关于 2024 年年度权益分 派实施后调整回购股份价格上限的公告》（公告编号：2025-042）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，回购期间，公司应当在每个月的前三个交易日 内披露截至上月末的回购进展情况。现将公司截至上月末回购股份的进展情况公 告如下： 一、回购公司股份的进展情况 截至 2025 年 7 月 31 日，公司尚未实施回购。 | 证券代码：301004 | 证券简称：嘉益股份 公告编号：2025-046 | | --- | --- | | 债券代码：123250 | 债券简称：嘉益转债 | 浙江嘉益保温科技股份有限公司 关于回购公司股份的进展公告 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。 浙江嘉益保温科技股份有限公司（ ...

证券日报网讯嘉益股份（301004）8月1日在互动平台回答投资者提问时表示，公司将根据市场情况、资 金安排及相关合规要求，统筹推进回购计划，稳步落实相关工作。公司坚持以长期发展为导向，持续提 升内在价值，努力为股东创造良好回报。 ...

7月31日数据显示，嘉益股份主力资金净流出550.92万元。 风险提示：股市有风险，投资需谨慎。 嘉益股份7月31日股价报收69.70元，较前一交易日下跌2.91%。当日成交量为9819手，成交金额达0.69 亿元。 该公司属于家用轻工板块，主营业务为不锈钢保温器皿的研发、生产和销售。嘉益股份在互动平台表 示，公司专注于不锈钢保温器皿主业，致力于为全球消费者提供高品质保温产品，目标是成为全球领先 的保温杯制造商。 ...

Investment Rating - The report maintains a positive outlook on the light industry and paper-making sector for the mid-2025 earnings forecast, indicating a favorable investment rating for these industries [1]. Core Insights - The report highlights a divergence in performance within the export sector for Q2 2025, with companies that have a global supply chain showing resilience against external tariff disruptions. Notable performers include Jiangxin Home, Jiayi Co., and Tianzhen Co. [4][5]. - The two-wheeler segment is expected to benefit from government subsidies and new standards, with companies like Yadi Holdings and Aima Technology showing strong growth potential [4]. - The light consumer goods sector is characterized by a robust domestic demand, particularly in personal care products, with companies like Baiya Co. and Dengkang Oral Care expected to perform well [4]. - The packaging industry is undergoing consolidation, with leading companies experiencing a slowdown in capital expenditure, indicating a shift towards a harvest phase [4]. - The home furnishing sector is facing short-term order impacts due to the pause in government subsidies, but long-term growth is anticipated through market integration and new product categories [4]. - The paper-making sector is expected to see stable profitability due to low raw material costs and improved supply-demand dynamics [4]. Summary by Sections Export Sector - Q2 2025 shows performance divergence due to increased external disruptions, with companies like Jiangxin Home expected to see a 40%+ growth in net profit [5][6]. - Jiayi Co. anticipates a 30%+ revenue increase, while Tianzhen Co. is expected to recover orders significantly [4][5]. Two-Wheeler Sector - Companies like Aima Technology and Ninebot are projected to grow by 20% and 50% respectively in Q2 2025, driven by new product launches and market demand [8][9]. Light Consumer Goods - The sector is expected to show resilience, with companies like Chaohongji and Baiya Co. projected to grow by 20% and 2% respectively in revenue [10][11]. Packaging Industry - The report notes a continued consolidation trend, with companies like Yutong Technology and Baosteel Packaging expected to maintain stable revenue growth [12][14]. Home Furnishing Sector - The sector is facing challenges due to subsidy pauses, but companies like Mousse and Zhizhong Home are expected to adapt and show growth in the long term [13][15]. Paper-Making Sector - The report indicates stable profitability for the paper-making sector, with companies like Sun Paper and Huawang Technology expected to benefit from improved market conditions [17].

Group 1: Core Insights - The report highlights the rise of emotional consumption in the IP derivative products sector, driven by the increasing willingness to pay for emotional value and the rapid spread of modern media [7][26][32] - The new tobacco trend is gaining momentum, with companies like Philip Morris International leading the transition towards a "smokeless future," indicating a global shift in the tobacco industry [8] - Innovations in supply and channel transformations are providing new opportunities for domestic brands in the personal care sector, with companies like Baiya and Dengkang leveraging differentiated products to enhance brand growth [9] Group 2: Industry Summaries - The home furnishing sector is expected to maintain a weak but stable state, with a focus on high-dividend investments in leading companies as supply gradually exits the market [10] - The paper industry is anticipated to see a gradual balance between supply and demand, with a potential recovery in the cycle as new supply pressures ease [11] - In the packaging industry, high-dividend stocks like Yutong Technology and Yongxin Co. are favored, with expectations of improved profitability in the metal packaging sector due to industry consolidation [12] Group 3: Electric Two-Wheelers and Exports - The electric two-wheeler market is projected to experience significant short-term growth, with companies like Yadi Holdings expected to see a net profit increase of over 55% in the first half of 2025 [13] - Despite uncertainties in tariff policies, there are opportunities for growth in the export sector, particularly for labor-intensive light industrial products that are unlikely to return to the U.S. market [14]

Group 1 - The core point of the announcement is the update on the conversion of the company's convertible bonds and the changes in total share capital [1][2][3] - The company issued 3,979,384 convertible bonds with a total value of 39,793.84 million RMB, with a maturity of 6 years from the issuance date [1][2] - The initial conversion price of the bonds was adjusted from 116.05 RMB/share to 80.75 RMB/share due to a dividend distribution [3][4] Group 2 - As of the end of the second quarter of 2025, there were 3,955,283 convertible bonds remaining, with a total face value of 395,528,300 RMB [3][4] - The total share capital increased to 145,446,857 shares, with changes attributed to the implementation of the 2024 annual equity distribution and the lifting of restrictions on stock options [4] - The company’s shareholding structure includes various categories such as restricted shares, executive locked shares, and incentive restricted shares, with specific numbers and percentages detailed in the announcement [4]

| 证券代码：301004 | 证券简称：嘉益股份 公告编号：2025-045 | | --- | --- | | 债券代码：123250 | 债券简称：嘉益转债 | 浙江嘉益保温科技股份有限公司 一、可转债基本情况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意浙江嘉益保温科技股份有限公司向不 特定对象发行可转换公司债券注册的批复》（证监许可[2023]2740 号）同意注册， 公司向不特定对象发行了可转债 3,979,384 张，每张面值为人民币 100 元，发行 总额 39,793.84 万元，期限为发行之日起 6 年。 （二）可转债上市情况 关于 2025 年第二季度可转换公司债券转股情况的公告 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。 特别提示： 1、"嘉益转债"（债券代码：123250）转股期限为 2025 年 5 月 13 日至 2030 年 11 月 6 日，最新有效的转股价格为 80.75 元/股。 2、2025 年第二季度，共有 24,101 张"嘉益转债"完成转股（票面金额共计 2,410,100 元人民币），合计转为 2 ...

| 证券代码：301004 | 证券简称：嘉益股份 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：123250 | 债券简称：嘉益转债 | | 浙江嘉益保温科技股份有限公司 关于回购公司股份的进展公告 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。 浙江嘉益保温科技股份有限公司（以下简称"公司"）于 2025 年 4 月 15 日 召开第三届董事会第十四次会议，于 2025 年 5 月 6 日召开 2025 年第一次临时 股东大会，分别审议通过了《关于以集中竞价交易方式回购公司部分股份方案的 议案》等相关议案，公司拟使用不低于人民币 8,000 万元（含），不超过人民币 16,000 万元（含）以集中竞价交易方式回购公司已发行的无限售条件的人民币普 通股（A 股）股票，回购价格不超过人民币 139.86 元/股。回购股份的实施期限 为自股东大会审议通过回购股份方案之日起 12 个月内，具体回购股份的数量以 回购实施完成/回购期满时实际回购的股份数量为准。具体内容详见公司于 2025 年 4 月 16 日和 2025 ...

证券代码：301004 证券简称：嘉益股份 债券代码：123250 债券简称：嘉益转债 浙江嘉益保温科技股份有限公司 向不特定对象发行可转换公司债券 受托管理事务报告 （2024 年度） 债券受托管理人 （浙江省杭州市五星路 201 号） 二〇二五年六月 重要声明 本报告依据《可转换公司债券管理办法》《浙江嘉益保温科技股份有限公司 向不特定对象发行可转换公司债券之受托管理协议》（以下简称"受托管理协 议"）《浙江嘉益保温科技股份有限公司向不特定对象发行可转换公司债券募集 说明书》（以下简称"募集说明书"）《浙江嘉益保温科技股份有限公司 2024 年 年度报告》等相关公开信息披露文件、第三方中介机构出具的专业意见等，由债 券受托管理人浙商证券股份有限公司（以下简称"浙商证券" "受托管理人"） 编制。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为浙商证券所作的承诺 或声明。请投资者独立征询专业机构意见，在任何情况下，投资者不能将本报告 作为投资行为依据。 1 | | | | 重要声明 | 1 | | --- | --- | | 第一节 ...