（文章来源：证券日报） 证券日报网讯 2月11日，上海艾录在互动平台回答投资者提问时表示，截至2026年2月10日，公司在册 股东（合并融资融券账户）总户数为13513户。 ...

经济观察网上海艾录（301062）在互动平台表示，公司正积极关注光伏边框产品在航空航天(低轨道)新 赛道的应用拓展，通过产学研融合重点布局航天级复合材料技术研发，以培育新的业绩增长点。该事件 凸显公司在新兴领域的战略布局，可能对长期业务结构产生影响。 财报分析 根据机构观点整合，上海艾录市场舆情偏中性，机构预测2025年净利润同比增长36.01%，2026年增长 21.07%，指向对光伏边框等新业务长期改善的预期。但当前机构调研频率较低，评级以中性为主。 以上内容基于公开资料整理，不构成投资建议。 上海艾录披露2025年度业绩预告，预计归母净利润亏损9000万元至1.2亿元，同比由盈转亏，主要受工 业用纸包装扩产项目折旧摊销压力、光伏边框业务商业化初期投入及资产减值损失共同影响。尽管公告 日期稍早，但业绩变动仍是近期市场关注焦点，反映公司短期经营承压。 股票近期走势 近7个交易日，上海艾录股价波动显著，区间振幅约8.5%。资金面上，02月10日主力资金净流出1333万 元，换手率3.90%，显示短期交易活跃度分化。 机构观点 ...

Core Viewpoint - Shanghai Ailu (301062) is focusing on the development of ultra-low carbon, corrosion-resistant, and PID-resistant polyurethane composite material frames for photovoltaic applications, which are cost-effective compared to traditional aluminum frames [1] Group 1: Product Development - The subsidiary Aina New Energy has achieved mass production capability for its photovoltaic frames [1] - The frames are suitable for offshore photovoltaic and high-corrosion commercial photovoltaic scenarios [1] Group 2: Aerospace Applications - The company is actively exploring the application of photovoltaic frame products in the aerospace sector, particularly for low Earth orbit [1] - The focus will be on overcoming technical challenges related to high temperature, low temperature, vacuum ultraviolet, space radiation, atomic oxygen resistance, and vacuum environment adaptability [1] Group 3: Strategic Goals - The company aims to solidify its traditional photovoltaic frame business while steadily advancing the transformation and industrialization of technological achievements [1] - The goal is to cultivate new performance growth points and support the upgrade of the aerospace new energy industry [1]

（文章来源：证券日报） 证券日报网讯 2月2日，上海艾录在互动平台回答投资者提问时表示，截至2026年1月30日，公司在册股 东（合并融资融券账户）总户数为13930户。 ...

Core Viewpoint - Shanghai Ailu expects a net loss attributable to shareholders of 90 million to 120 million yuan for the year 2025, primarily due to operational losses and asset/credit impairment losses [1] Group 1: Financial Performance - The projected net profit loss for 2025 is estimated at 90 million to 120 million yuan, with a non-recurring net profit loss of 80 million to 110 million yuan [1] - Operational losses are expected to impact net profit by approximately 25 million to 35 million yuan, while asset/credit impairment losses are projected to affect net profit by about 65 million to 85 million yuan [1] Group 2: Operational Challenges - The industrial paper packaging expansion project, funded by a convertible bond, is experiencing increased fixed asset depreciation, leading to operational losses [1] - The project is in a ramp-up phase, with lower capacity utilization and a longer capacity digestion cycle due to weakened demand in downstream industries, resulting in reduced gross margins compared to 2024 [1] - The photovoltaic frame material business is still in its commercialization early stage, with high initial R&D costs and a lengthy validation period for new materials, impacting overall revenue [1] Group 3: Asset Impairment - The company has conducted thorough assessments of receivables, fixed assets, and inventory, identifying significant impairment indicators in its photovoltaic backsheet film business [1] - Impairment provisions have been made for other subsidiaries based on prudence, with total asset/credit impairment losses estimated to impact net profit by 65 million to 85 million yuan [1] - As of the reporting period, the company has completed accurate impairment provisions for its consolidated assets [1]

| 证券代码：301062 | 证券简称：上海艾录 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：123229 | 债券简称：艾录转债 | | 上海艾录包装股份有限公司 2025年度业绩预告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 公司2025年度归属于上市公司股东的净利润为负，主要由阶段性日常运营亏 损与资产/信用减值损失共同影响所致，其中： •日常运营亏损影响净利润约2,500万元-3,500万元； •资产/信用减值损失影响净利润约6,500万元-8,500万元。 具体情况如下： （一）阶段性日常运营亏损 1、业绩预告期间：2025年1月1日至2025年12月31日 2、业绩预告情况：预计净利润为负值 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司股 东净利润 | 亏损：9,000万元-12,000万元 | 盈利5,332.67万元 | | | 比上年同期下降 | | | | 268.77%-325.03% | | | 归属于上 ...

Market Overview - The packaging and printing sector experienced a decline of 1.14% on January 26, with Huayuan Holdings leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Notable gainers in the packaging and printing sector included: - Dashengda (603687) with a closing price of 11.59, up 4.32% on a trading volume of 230,100 shares and a turnover of 261 million yuan [1] - Shunhao Co. (002565) closed at 16.97, up 2.97% with a trading volume of 1,873,500 shares and a turnover of 3.096 billion yuan [1] - Major decliners included: - Huayuan Holdings (002787) which fell 6.05% to a closing price of 12.90, with a trading volume of 218,600 shares and a turnover of 286 million yuan [2] - Zhongrui Co. (002374) decreased by 5.18% to 3.48, with a trading volume of 487,600 shares and a turnover of 172 million yuan [2] Capital Flow - The packaging and printing sector saw a net outflow of 329 million yuan from institutional investors, while retail investors contributed a net inflow of 224 million yuan [2] - Specific stock capital flows indicated: - Shunhao Co. had a net inflow of 39.85 million yuan from institutional investors, while retail investors saw a net inflow of 46.56 million yuan [3] - Hongbo Co. (002229) experienced a net inflow of 24.44 million yuan from institutional investors but a net outflow of 44.19 million yuan from retail investors [3]

Core Viewpoint - The report highlights a decline in the export value of China's printing and recording media copying industry, indicating potential challenges for companies in this sector [1]. Industry Summary - By December 2025, the export value of the printing and recording media copying industry in China is projected to be 5.19 billion yuan, reflecting a year-on-year decrease of 5.5% [1]. - The cumulative export value for the entire year of 2025 is expected to reach 59.96 billion yuan, which represents a year-on-year decline of 3.2% [1]. - A statistical chart from 2019 to 2025 illustrates the trends in export value for the printing and recording media copying industry [1]. Company Summary - Listed companies mentioned include Zhuhai Zhongfu (000659), Shaanxi Jinye (000812), Yongxin Co., Ltd. (002014), Donggang Co., Ltd. (002117), Jinjia Co., Ltd. (002191), Hexing Packaging (002228), Haishun New Materials (300501), Longlide (300883), Shanghai Ailu (301062), Xiyue Zhixing (301198), Jinghua Laser (603607), Dashengda (603687), Fangda New Materials (838163), Hujing Materials (870204), and Zhongrong Co., Ltd. (301223) [1].

证券日报网讯1月23日，上海艾录（301062）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司在册股东(合并融资融券账户)总户数为15650户。 ...

证券之星消息，1月21日包装印刷板块较上一交易日上涨0.17%，环球印务领涨。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。包装印刷板块个股涨跌见下表： 从资金流向上来看，当日包装印刷板块主力资金净流出6.11亿元，游资资金净流入1.5亿元，散户资金净 流入4.62亿元。包装印刷板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603058 | 永吉股份 | -5666.09万 | 15.08% | -1574.41万 | -4.19% | -4091.68万 | -10.89% | | 002799 环球印务 | | 4064.12万 | 27.34% | -1437.60万 | -9.67% | -2626.53万 | -17.67% | | 003018 | 金富科技 | 1582.18万 | 6.81% | 2018.99万 | ...