8月4日，嘉益股份连续6个交易日下跌，区间累计跌幅-8.65%。浙江嘉益保温科技股份有限公司创办于 2004年,地处浙江省金华市武义县白洋工业区。 财报显示，汇添富基金旗下3只基金进入嘉益股份前十大股东。其中汇添富消费升级混合A今年二季度 增持，汇添富消费行业混合今年二季度增持，汇添富价值创造定开混合今年二季度新进。 其中，汇添富消费升级混合A今年以来收益率21.39%，同类排名837(总3671)，汇添富消费行业混合今年 以来收益率-2.55%，同类排名3569(总3671)，汇添富价值创造定开混合今年以来收益率16.56%，同类排 名1258(总3671)。 汇添富消费升级混合A、汇添富消费行业混合、汇添富价值创造定开混合基金经理为胡昕炜。 简历显示，胡昕炜先生:国籍:中国。学历:清华大学工学硕士。相关业务资格:证券投资基金从业资格。 从业经历:2011年加入汇添富基金任行业分析师。2016年4月8日至今任汇添富消费行业混合基金的基金 经理,2017年7月28日至2019年8月28日任添富添福吉祥混合基金的基金经理,2017年9月20日至2019年8月 28日任添富盈润混合基金的基金经理,2018年1月1 ...

Group 1 - The company, Jiayi Co., announced that as of July 31, 2025, it has not yet implemented any share repurchase [2]

2024年1至12月份，嘉益股份的营业收入构成为：金属制品业占比97.39%，其他业务占比2.61%。 嘉益股份（SZ 301004，收盘价：68.89元）8月4日晚间发布公告称，截至2025年7月31日，公司尚未实 施回购。 （文章来源：每日经济新闻） ...

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（ ...

Group 1 - The company, Jiayi Co., Ltd. (301004), announced on August 1 that it will advance its share repurchase plan based on market conditions, funding arrangements, and compliance requirements [1] - The company emphasizes a long-term development strategy aimed at continuously enhancing its intrinsic value [1] - The company is committed to creating good returns for its shareholders [1]

Group 1 - The stock price of Jia Yi Co., Ltd. closed at 69.70 yuan on July 31, down 2.91% from the previous trading day [1] - The trading volume on that day was 9,819 hands, with a transaction amount of 0.69 hundred million yuan [1] - Jia Yi Co., Ltd. operates in the household light industry sector, focusing on the research, production, and sales of stainless steel thermal containers [1] Group 2 - The company aims to provide high-quality thermal products to global consumers and aspires to become a leading manufacturer of thermal cups worldwide [1] - On July 31, the net outflow of main funds for Jia Yi Co., Ltd. was 5.5092 million yuan [1]

证券日报网讯嘉益股份（301004）7月31日在互动平台回答投资者提问时表示，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，以打造成为全球领先的保温杯制造商为长期目 标。公司将坚持深耕主业，提升产品力和服务能力，增强在行业内的市场认知度与信任度。 ...

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]