| 证券代码：301004 | 证券简称：嘉益股份 | 公告编号：2025-085 | | --- | --- | --- | | 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 2024 年限制性股票激励计划首次授予部分 第一个归属期归属条件成就的公告 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、误导性陈述或者重大遗漏。 2、归属股票来源：公司向激励对象定向发行的公司 A 股普通股股票 3、授予数量（调整前）：公司拟向激励对象授予第二类限制性股票 119.37 万股，占本激励计划草案公告时公司总股本的 1.15%。其中首次授予 95.50 万股， 占本激励计划草案公告时公司总股本的 0.92%，占本次拟授予股票总数的 80%； 预留授予 23.87 万股，占公司总股本的 0.23%，占本次拟授予股票总数的 20%。 重要内容提示： 浙江嘉益保温科技股份有限公司（以下简称"公司"）于 2025 年 11 月 5 日 召开第三届董事会第十九次会议，审议通过了《关于 2024 年限制性股票激励计 划首次授予部分第一个归属期归属条件成就的议案 ...

格隆汇11月3日丨嘉益股份(301004.SZ)公布，截至2025年10月31日，公司股份回购专用证券账户以集中 竞价方式累计回购股份数量为1,924,052股，占公司目前总股本的1.3229%。回购的最高成交价格65.53 元/股，最低成交价格53.01元/股，成交总金额为114,637,429元（不含手续费），本次回购符合公司回购 股份方案及相关法律法规的要求。 ...

格隆汇11月3日丨嘉益股份(301004.SZ)公布，截至2025年10月31日，公司股份回购专用证券账户以集中 竞价方式累计回购股份数量为1,924,052股，占公司目前总股本的1.3229%。回购的最高成交价格65.53 元/股，最低成交价格53.01元/股，成交总金额为114,637,429元（不含手续费），本次回购符合公司回购 股份方案及相关法律法规的要求。 ...

（编辑 姚尧） 证券日报网讯 11月3日晚间，嘉益股份发布公告称，截至2025年10月31日，公司股份回购专用证券账户 以集中竞价方式累计回购股份数量为1，924，052股，占公司目前总股本的1.3229%。 ...

| 证券代码：301004 | 证券简称：嘉益股份 | 公告编号：2025-082 | | --- | --- | --- | | 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 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，在回购期间，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 10 月 31 日，公司股份回购专用证券账户以集中竞价方式累计 回购股份数量为 1,924,052 股，占公司目前总股本的 1.3229%。回购的最高成交 价格 65.53 元/股，最低成交价格 53.01 元/股，成交总金额为 114,637,429 元（不 含手续费），本次回购符合公司回购股份方案及相关法律法规的要求。 二、其他说明 公司回购股份的时间、回购股份数量及集中竞价交易的委托时段符合《深圳 证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定，具体如下： 关于回购公司股份的进展公告 本公司及董事会全体 ...

| 证券代码：301004 | 证券简称：嘉益股份 | 公告编号：2025-083 | | --- | --- | --- | | 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 关于可转换公司债券 2025 年付息公告 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、误导性陈述或者重大遗漏。 特别提示： 1、"嘉益转债"（债券代码：123250）将于 2025 年 11 月 7 日按面值支付 第一年利息，每 10 张"嘉益转债"（面值 1,000.00 元）利息为人民币 2.00 元（含 税）； 2、债权登记日：2025 年 11 月 6 日（星期四） 3、除息日：2025 年 11 月 7 日（星期五） 4、付息日：2025 年 11 月 7 日（星期五） 8、下一年度的票面利率：0.40% 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， 浙江嘉益保温科技股份有限公司（以下简称"公司"）于 2024 年 11 月 7 日向不 特定对象发行 ...

Core Insights - Both leading companies in the thermal cup industry, Jiayi Co., Ltd. and Hars, reported a decline in net profits for Q3 2025, reflecting the challenges faced by thermal cup manufacturers amid tightening external environments and industry transitions [1][2] Financial Performance - Hars reported Q3 revenue of 866 million yuan, a year-on-year decrease of 11.19%, with net profit dropping to 8.77 million yuan, down 90.89% year-on-year. Cumulatively, net profit for the first three quarters fell to 100 million yuan, a decline of 55.49% [1] - Jiayi Co., Ltd. achieved Q3 revenue of 430 million yuan, a year-on-year decline of 47.68% and a quarter-on-quarter decline of 36.81%. Net profit for Q3 was 62.93 million yuan, down 70.56% year-on-year and 58.81% quarter-on-quarter [1] Profit Margin Analysis - Hars experienced a gross margin of 23.60% in Q3, a decrease of 6.68 percentage points year-on-year, with an overall gross margin of 26.90% for the first three quarters, down 3.07 percentage points [1][2] - Jiayi Co., Ltd. reported a gross margin of 31.86% for the first three quarters, a decline of 7.68 percentage points year-on-year, with Q3 gross margin at 25.83%, down 13.52 percentage points year-on-year [2] Operational Challenges - Hars attributed its profit decline to slowed revenue growth and fluctuations in gross margin, exacerbated by increased supply chain and labor costs due to overseas base construction [2] - Jiayi Co., Ltd. cited two main factors for its performance drop: delays in order delivery due to production capacity in Vietnam and a conservative inventory reduction strategy adopted by major clients in response to market demand uncertainties [2] Strategic Responses - Both companies are focusing on overseas factory construction as a key strategy to overcome industry challenges. Jiayi Co., Ltd. has streamlined its production system in Vietnam, with increasing order volumes and plans for further automation upgrades [3] - Hars has fully launched its first phase in Thailand and is accelerating the transition of new product molds and raw material reserves to mitigate uncertainties in overseas capacity and ensure high-quality, timely deliveries [3]

Group 1 - The core viewpoint of the article highlights significant target price increases for certain companies, with Dazhu Laser, Qianjiang Motorcycle, and Lihigh Food leading the rankings with target price increases of 62.27%, 54.74%, and 54.33% respectively, indicating strong market confidence in these sectors [1] Group 2 - On October 29, brokerages lowered ratings for two companies: Huazhong Securities downgraded Jiayi Co., from "Buy" to "Hold," while Qunyi Securities (Hong Kong) downgraded Taicheng Light from "Buy" to "Range Trading," reflecting a cautious outlook on these firms [1]

Summary of Stock Buyback Activities on October 30 Core Insights - On October 30, a total of 26 companies announced 27 stock buyback-related updates, indicating a significant activity in the market [1] Group 1: New Buyback Proposals - 16 companies disclosed stock buyback proposals for the first time, with 6 companies proposing buyback amounts exceeding 10 million [1] - The highest proposed buyback amounts were from HeMai Co., Ltd. (up to 200 million), Sanli Shi (60 million), and Minsheng Health (50.544 million) [1] Group 2: Approved Buyback Plans - 2 companies had their buyback plans approved by shareholders, with the highest proposed amounts from Dayu Biological (up to 5.596 million) and New Weiling (20,200) [1] Group 3: Buyback Implementation Progress - 2 companies reported on the implementation of their buyback plans, with the highest amounts from Guyue Longshan (186 million) and Jiayi Co. (99.0246 million) [1] Group 4: Completed Buybacks - 5 companies completed buybacks exceeding 10 million, with the highest completed amounts from Huafa Co. (310 million), Shenzhou Digital (203 million), and Ruoyu Chen (200 million) [1] - As of October 30, a total of 1711 buyback plans have been completed this year, involving 1281 companies, with 330 companies completing buybacks exceeding 100 million [1] - The leading companies in completed buyback amounts include Kweichow Moutai (6 billion), Muyuan Foods (3 billion), and COSCO Shipping Holdings (2.146 billion) [1]

Core Viewpoint - The company, Jiayi Co., announced a share buyback plan, indicating a commitment to returning value to shareholders and potentially signaling confidence in its future performance [1] Group 1 - As of October 29, 2025, the company has repurchased a total of 1,654,372 shares [1] - The repurchased shares represent approximately 1.1374% of the company's total share capital [1]