格隆汇9月22日｜天风证券研报指出，嘉益股份25H1归母净利3亿同减4%，25Q2归母净利1.5亿同减 27%。尽管全球经济仍存不确定性，但保温杯市场依托其日常消费属性及应用场景的不断拓展，仍保持 较强的发展韧性与增长潜力。公司产品主要销往欧美、日韩等发达国家和地区。尤其是北美，作为保温 杯的主要市场，在2020年后在全球市场需求萎缩的后时代，户外活动部分取代了原先的聚集性活动，使 得户外活动整体参与度变得更高。作为户外休闲活动常见的随身用品，不锈钢保温器皿的需求量相应提 升，不锈钢保温器皿行业随之迎来新一轮发展机遇。公司在与海外客户的合作过程中，持续学习并吸收 国际市场的先进设计理念、研发趋势及品牌运营策略，积累丰富的产品创新与市场营销经验。基于 25H1公司业绩表现，考虑关税政策变化的影响，调整盈利预测，调整盈利预测，维持"买入"评级。 ...

Investment Rating - The investment rating for the company is "Buy" with a target price not specified [6][17]. Core Viewpoints - The company reported a revenue of 700 million with a year-on-year decrease of 7% in Q2 2025, and a net profit attributable to the parent company of 150 million, down 27% year-on-year. For the first half of 2025, the revenue was 1.4 billion, an increase of 20% year-on-year, while the net profit attributable to the parent company was 300 million, down 4% year-on-year [1]. - Despite global economic uncertainties, the insulated cup market shows strong resilience and growth potential due to its daily consumption attributes and expanding application scenarios. The industry is transitioning from a manufacturing-driven model to a multi-faceted approach that includes brand-driven, design-driven, and global supply chain strategies [1][2]. - The demand for stainless steel insulated containers is increasing, particularly in North America, as outdoor activities gain popularity post-2020. This trend is driving a new wave of development opportunities in the insulated container industry [2]. - Consumer trends are shifting from quantity-driven to quality-driven, with a focus on personalized and high-end products. International brands are leveraging social media to enhance the cultural and artistic elements of high-end insulated cups, transforming them into fashionable consumer goods [3]. - The entry of emerging and cross-industry brands is enhancing the industry's prosperity, leading to higher demands on supply chains, including flexible production and global compliance standards. The company is learning from international market trends and enhancing its manufacturing and design capabilities to improve competitiveness [4]. Financial Summary - The company adjusted its profit forecast for 2025-2027, expecting revenues of 3.4 billion, 4 billion, and 4.8 billion respectively, with net profits of 790 million, 920 million, and 1.1 billion. The corresponding P/E ratios are projected to be 12x, 10x, and 8x [5][10].

证券日报网讯9月17日晚间，嘉益股份（301004）发布公告称，2025年9月17日，公司通过股份回购专用 证券账户以集中竞价方式实施了首次回购，回购股份数量94，700股，占公司目前总股本的0.0651%。 ...

| 证券代码：301004 | 证券简称：嘉益股份 | 公告编号：2025-065 | | --- | --- | --- | | 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 关于首次回购股份暨回购进展情况的公告 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。 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 2 ...

格隆汇9月17日丨嘉益股份(301004.SZ)公布，2025年9月17日，公司通过股份回购专用证券账户以集中 竞价方式实施了首次回购，回购股份数量94,700股，占公司目前总股本的0.0651%。最高成交价格63.49 元/股，最低成交价格63.07元/股，成交总金额为5,995,201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。 ...

Group 1 - The State Council will hold two press conferences on September 17, focusing on policies to expand service consumption and the high-quality development of central enterprises during the 14th Five-Year Plan [2] - The 12th Beijing Xiangshan Forum will take place from September 17 to 19, featuring representatives from developed countries, emerging powers, and conflict-affected regions, with increased participation from former military and political leaders and renowned experts [2] - A total of 9 companies will have their restricted shares unlocked today, with a combined unlock volume of 537 million shares, amounting to a market value of 17.886 billion yuan [2] Group 2 - Among the companies with unlocked shares, three have over 10 million shares released: Shenguan Medical (407 million shares), Geling Deep Vision (70.296 million shares), and Blue Focus (52.696 million shares) [3] - In terms of market value, Shenguan Medical leads with 16.122 billion yuan, followed by Geling Deep Vision with 1.237 billion yuan and Blue Focus with 370 million yuan [3] - On September 17, 16 companies reported progress on stock repurchase plans, with three companies disclosing new repurchase proposals and eight companies having their plans approved by shareholders [3] Group 3 - The People's Bank of China will have 304 billion yuan of 7-day reverse repos maturing today, with an operation rate of 1.40% [4] - Upcoming data releases include the U.S. EIA crude oil inventory and the U.K. August CPI month-on-month rate [4]

（文章来源：证券日报） 证券日报网讯 9月16日晚间，嘉益股份发布公告称，公司于2025年9月15日召开第三届董事会第十七次 会议，审议通过了《关于回购注销部分限制性股票的议案》，拟回购注销部分已获授但尚未解除限售的 限制性股票共计3.36万股，本事项尚需提交2025年第三次临时股东会审议。 ...

Core Viewpoint - Jia Yi Co., Ltd. announced the convening of its 17th meeting of the third board of directors on September 15, 2025, to review various proposals, including the confirmation of the audit committee members and the convener [1] Company Summary - For the fiscal year 2024, Jia Yi Co., Ltd. reported that 97.39% of its revenue came from the metal products industry, while other businesses contributed 2.61% [1] - As of the report date, the market capitalization of Jia Yi Co., Ltd. is 9.1 billion yuan [1]

| 证券代码：301004 | 证券简称：嘉益股份 | 公告编号：2025-064 | | --- | --- | --- | | 债券代码：123250 | 债券简称：嘉益转债 | | 关于召开 2025 年第三次临时股东会的通知 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。 根据浙江嘉益保温科技股份有限公司（以下简称"公司"）第三届董事会第 十七次会议决议，公司将于 2025 年 10 月 9 日（星期四）召开 2025 年第三次临 时股东会，现将会议具体事项通知如下： 一、召开会议的基本情况 （一）股东会届次：2025 年第三次临时股东会 （二）股东会的召集人：公司第三届董事会 （三）会议召开的合法、合规性：本次股东会的召开符合有关法律、行政法 规、部门规章、规范性文件和《公司章程》的相关规定。 （四）现场会议召开时间：2025 年 10 月 9 日（星期四）14:30 网络投票时间：通过深圳证券交易所交易系统进行投票的具体时间为：2025 年 10 月 9 日上午 9:15—9:25，9:30—11:30 和下午 13:00—15:00；通过深圳证券 ...

浙江嘉益保温科技股份有限公司 | 证券代码：301004 | 证券简称：嘉益股份 | 公告编号：2025-060 | | --- | --- | --- | | 债券代码：123250 | 债券简称：嘉益转债 | | 第三届董事会第十七次会议决议公告 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。 一、董事会会议召开情况 浙江嘉益保温科技股份有限公司（以下简称"公司"）第三届董事会第十七次 会议通知于 2025 年 9 月 12 日以邮件方式发送。会议于 2025 年 9 月 15 日在公司 会议室以现场结合通讯方式进行召开。本次会议由董事长戚兴华先生主持，应出 席董事 8 名，实际出席董事 8 名。董事戚兴华先生、朱中萍先生、吴志新先生、 傅俊女士、张昕先生采取通讯方式出席本次会议，全体高级管理人员列席了本次 会议。本次会议的召开和表决程序符合《中华人民共和国公司法》等有关法律法 规、规范性文件和《公司章程》的规定，会议合法有效。 二、董事会会议审议情况 经与会董事审议表决，形成如下决议： （一）审议通过《关于选举代表公司执行事务的董事暨法定代表人的议案》 ...