上 海 兰 迪 律 师 事 务 所 关于浙江嘉益保温科技股份有限公司 2022 年第二期限制性股票激励计划 调整限制性股票回购价格的 法 律 意 见 书 中国上海市虹口区东大名路 1089 号北外滩来福士广场东塔 16 楼（200082） 16 th Floor, East Tower, Raffles City, No.1089, Dongdaming Road, Hongkou District, 200082, Shanghai, China Tel: 8621-66529952 Fax: 8621-66522252 www.landinglawyer.com 上海兰迪律师事务所 关于浙江嘉益保温科技股份有限公司 2022 年第二期限制性股票激励计划 调整限制性股票回购价格的法律意见书 致：浙江嘉益保温科技股份有限公司 上海兰迪律师事务所接受浙江嘉益保温科技股份有限公司（以下简称"嘉益 股份"或"公司"，证券代码为301004）的委托，为公司实施2022年第二期限制 性股票激励计划所涉及的相关事宜出具法律意见书。 本所律师根据《中华人民共和国公司法》《中华人民共和国证券法》《上市 公司股权激励管理办法》 ...

浙江嘉益保温科技股份有限公司 2025 年第三季度报告 证券代码：301004 证券简称：嘉益股份 公告编号：2025-078 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 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 公司报告期末至季度报告披露日股本是否因发行新股、增发、配股、股权激励行权、回购等原因发生变化且影响所有者 权益金额 是 □否 | | 本报告期 | 年初至报告期末 | | --- | --- | --- | | 支付的优先股股利（元） | 0.00 | 0.00 | | 支付的永续债利息 （元 ...

Core Viewpoint - The company is successfully progressing with its overseas production capacity in Vietnam, with a planned capacity of 13.5 million units per year for the first phase and 28 million units for the second phase [1] Group 1 - The company responded to an investor inquiry regarding the total production capacity planned for Vietnam, indicating that the first phase is set at 13.5 million units per year [1] - The second phase of the project is planned to have a capacity of 28 million units [1] - The company will adhere to relevant information disclosure regulations and will provide updates through official announcements in the future [1]

Core Viewpoint - 嘉益股份 primarily engages in transactions with major clients using the FOB (Free on Board) trade model, where shipping costs and tariffs are mainly borne by the clients [2] Group 1 - 嘉益股份's trading model is predominantly based on FOB, indicating a specific structure in its logistics and cost management [2]

债券代码：123250 债券简称：嘉益转债 证券代码：301004 证券简称：嘉益股份 浙商证券股份有限公司 关于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 2025 年第二次临时受托管理事务报告 1 重要声明 本报告依据《公司债券发行与交易管理办法》《公司债券受托管理人执业行 为准则》《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") 等相关规定、公开信息披露文件以及浙江嘉益保温科技股份有限公司（以下简称 公司、嘉益股份或发行人）出具的相关说明文件以及提供的相关资料等，由受托 管理人浙商证券股份有限公司（以下简称受托管理人、浙商证券）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，投资者依据本报告所进行的任何作为或不作为，浙商证券不 承担任何责任 ...

Investment Rating - The report maintains a positive outlook on the light industry and paper sector for Q3 2025, indicating a favorable investment rating [1]. Core Insights - The globalization of supply chains is accelerating changes in the packaging landscape, with leading companies increasing their market share and improving profitability [2]. - Q3 2025 is expected to see a divergence in performance among companies, influenced by supply chain advantages and growth potential [2]. - The report highlights specific companies with projected revenue and profit growth, indicating a robust performance in certain segments despite challenges in others [5][6]. Summary by Sections Packaging and Printing - Companies like Yutong Technology and Baosteel Packaging are expected to see slight revenue growth, while others like Meiyingsen may face revenue pressure but maintain profit growth [2][3]. - The overall packaging sector is benefiting from the global supply chain shift, with many companies reporting stable or improving profit margins [2][3]. Export Sector - Companies such as Jiangxin Home and Qianjiang Motorcycle are projected to experience significant revenue growth, with estimates of over 30% for Q3 2025 [6][7]. - The report notes that the export sector is showing resilience, with several companies adapting well to changing market conditions [6][7]. Two-Wheel and Motorcycle Sector - Companies like Aima Technology and Spring Wind Power are expected to report revenue growth of over 10% in Q3 2025, driven by seasonal demand and market adjustments [10][11]. - The sector is experiencing a mix of growth and challenges, with some companies facing declines due to regulatory changes [10][11]. Home Furnishing Sector - The report indicates that companies like Oppein Home and Kuka Home are facing revenue declines, while others like Joy Home are expected to show resilience with slight growth [12][14]. - The home furnishing market is under pressure from policy changes, but some segments are performing better than others [12][14]. Light Consumer Goods - Companies such as Dongkang Oral and Jeya are projected to see significant revenue and profit growth, with estimates indicating over 60% growth for Jeya in Q3 2025 [13][16]. - The light consumer goods sector is showing a positive trend, with several companies benefiting from strong demand and effective marketing strategies [13][16]. Paper Industry - The report anticipates a mixed performance in the paper sector, with some companies like Sun Paper expected to see profit declines due to price pressures, while others may experience stability [18][19]. - The paper industry is facing challenges from raw material price fluctuations, but certain segments are expected to maintain profitability [18][19].

证券日报网讯嘉益股份（301004）10月14日在互动平台回答投资者提问时表示，公司近年来不断投入自 动化和智能化的设备，稳步提升生产效率和产品质量。 ...

Market Overview - The home goods sector increased by 0.07% on October 14, with Hao Tai Tai leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Top Performers - Hao Tai Tai (603848) closed at 22.13, up 9.99% with a trading volume of 104,800 shares and a turnover of 227 million yuan [1] - Sea Owl (002084) closed at 4.52, up 9.98% with a trading volume of 573,900 shares and a turnover of 252 million yuan [1] - Yu Ma Technology (300993) closed at 19.35, up 5.39% with a trading volume of 264,400 shares and a turnover of 506 million yuan [1] Underperformers - Jiangshan Oupai (603208) closed at 15.26, down 5.63% with a trading volume of 177,200 shares and a turnover of 283 million yuan [2] - Filinger (603226) closed at 45.08, down 4.09% with a trading volume of 161,500 shares and a turnover of 758 million yuan [2] - Qi Sheng Technology (603610) closed at 18.52, down 3.94% with a trading volume of 228,500 shares and a turnover of 433 million yuan [2] Capital Flow - The home goods sector experienced a net outflow of 26.59 million yuan from institutional investors and 53.19 million yuan from speculative funds, while retail investors saw a net inflow of 79.79 million yuan [2] - The capital flow for individual stocks in the home goods sector is detailed in the following table [3] Individual Stock Capital Flow - Sea Owl (002084) had a net inflow of 93.29 million yuan from institutional investors, but a net outflow of 36.74 million yuan from speculative funds and 56.54 million yuan from retail investors [3] - Hao Tai Tai (603848) saw a net inflow of 36.04 million yuan from institutional investors, with net outflows from both speculative and retail investors [3] - Yu Ma Technology (300993) had a net inflow of 29.99 million yuan from institutional investors, but a net outflow from retail investors [3]

Group 1 - The company, Jiayi Co., announced a cash dividend distribution plan for the first half of 2025, proposing to distribute 10 RMB per 10 shares to all shareholders, including tax [2] - The record date for the dividend distribution is set for October 17, 2025, while the ex-dividend date is October 20, 2025 [2]

Core Points - The company Jia Yi Co., Ltd. announced an adjustment to its share repurchase price limit, reducing it from RMB 97.76 per share to RMB 96.77 per share [1] - The effective date for the new share repurchase price limit is set for October 20, 2025, coinciding with the date of rights distribution and ex-dividend [1]