（文章来源：证券日报） 证券日报网讯上海艾录10月10日在互动平台回答投资者提问时表示，截至2025年9月30日，公司在册股 东（合并融资融券账户）总户数为16661户。 ...

10月9日，上海艾录跌0.23%，成交额5810.70万元。两融数据显示，当日上海艾录获融资买入额612.36 万元，融资偿还949.88万元，融资净买入-337.53万元。截至10月9日，上海艾录融资融券余额合计2.28 亿元。 分红方面，上海艾录A股上市后累计派现8167.25万元。近三年，累计派现5764.90万元。 融券方面，上海艾录10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量100.00股，融券余额856.00元，超过近一年70%分位水平，处于较高位。 责任编辑：小浪快报 资料显示，上海艾录包装股份有限公司位于上海市金山区山阳镇阳乐路88号，成立日期2006年8月14 日，上市日期2021年9月14日，公司主营业务涉及从事工业用纸包装、塑料包装及智能包装系统的研 发、设计、生产、销售以及服务。主营业务收入构成为：工业用纸包装83.73%，复合塑料包装 16.00%，其他(补充)0.27%。 融资方面，上海艾录当日融资买入612.36万元。当前融资余额2.28亿元，占流通市值的6.16%，融资余 额低于近一年10%分位水平，处于低位。 截至9月30 ...

| 证券代码：301062 | 证券简称：上海艾录 | 公告编号：2025-033 | | --- | --- | --- | | 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 关于 2025 年第三季度可转债转股情况公告 （一）可转债发行情况 经中国证券监督管理委员会《关于同意上海艾录包装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﹞1928 号）批准，并经 深圳证券交易所同意，上海艾录股份有限公司（以下简称"公司"）于 2023 年 10 月 23 日向不特定对象发行（向社会公开发行）可转换公司债券 5,000,000 张， 每张面值人民币 100 元，募集资金总额为人民币 500,000,000.00 元，扣除不含税 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。 特别提示： 5、2025 年第三季度，"艾录转债"因转股减少 0 张（票面金额共计 0 元人 民币），合计转换上海艾录包装股份有限公司（以下简称"公司"）股票 0 股。截 至 2025 年 9 月 30 日，公司剩余可转换公 ...

（文章来源：证券日报） 证券日报网讯上海艾录9月24日在互动平台回答投资者提问时表示，截至2025年9月19日，公司在册股东 （合并融资融券账户）总户数为17198户。 ...

（文章来源：证券日报） 证券日报网讯上海艾录9月23日在互动平台回答投资者提问时表示，截至2025年9月19日，公司在册股东 （合并融资融券账户）总户数为17198户。 ...

Core Insights - The beauty packaging industry is facing significant challenges in 2025, impacting both upstream and downstream companies [1] - Among 12 listed beauty packaging companies, half reported revenue and profit growth, while others experienced declines, highlighting a widening gap between companies [1][10] - The competitive landscape is fragmented, with revenue disparities exceeding 50 times between the largest and smallest companies [1] Revenue Performance - The top tier companies (revenue over 5 billion) include Yutong Technology, Zijiang Enterprise, and Hexing Packaging, with Yutong and Zijiang achieving revenue growth, while Hexing saw a decline of 9.52% [5][10] - The second tier (revenue between 1 billion and 5 billion) companies, including Yongxin Co., Zhongrong Co., and Lihua Technology, all reported revenue growth, with Zhongrong achieving double-digit growth [5][10] - The third tier (revenue between 500 million and 1 billion) companies, such as Shanghai Ailu, Xianggang Technology, and Jiahen Household, also showed revenue increases, with Xianggang achieving a notable growth rate of 43.76% [6][8] - The fourth tier (revenue between 100 million and 500 million) companies, including Longlide, Baixinglong, and Jinsong New Materials, displayed significant revenue differences, with Longlide growing by 20.71% while Baixinglong and Jinsong experienced declines [8][10] Profitability Analysis - Among the 12 companies, only Jinsong New Materials and Jiahen Household reported net losses, while the rest remained profitable [10] - Jinsong's net profit plummeted by 1664%, attributed to declines in both domestic and international sales, alongside rising fixed costs [14][19] - In contrast, Xianggang Technology's net profit surged by 432%, driven by market expansion and operational efficiency improvements [14][15] - Half of the companies experienced a decline in gross profit margins, with Jiahen Household's margin dropping nearly 24 percentage points [3][16] Cost and Margin Challenges - The majority of companies reported gross margins between 10% and 30%, with Baixinglong achieving the highest at 36.5% [16] - Jiahen Household's gross margin decline was primarily due to increased fixed costs and a shift towards lower-margin products [20] - Shanghai Ailu faced similar challenges, with rising raw material costs and stagnant revenue growth leading to a significant drop in net profit [20] Strategic Insights - Companies are increasingly focusing on R&D investments, with most maintaining a sales-to-R&D expense ratio of less than 1, indicating a commitment to innovation [21] - The need for supply chain upgrades is critical as consumer demands evolve, and failure to meet these demands could result in customer loss [28][29] - The industry is experiencing pressure from raw material price fluctuations, competitive pricing, and environmental regulations, necessitating strategic adjustments for survival [29][30] - Long-term success in the packaging industry will favor companies with integrated service capabilities and technological barriers, while those relying on single product lines must adapt to avoid obsolescence [15][31]

中信证券股份有限公司 关于上海艾录包装股份有限公司 2025年半年度跟踪报告 | 保荐人名称：中信证券股份有限公司 | 被保荐公司简称： 上海艾录（301062） | | --- | --- | | 保荐代表人姓名：赵成豪 | 联系电话：021-20262092 | | 保荐代表人姓名：欧阳颢頔 | 联系电话：021-20262092 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 无 | | 2．督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不 限于防止关联方占用公司资源的制度、募集资金 | 是 | | 管理制度、内控制度、内部审计制度、关联交易 | | | 制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 1次（截至2024年12月31日，公司募集资金已 | | | 全部使用完毕） | | （2）公司 ...

Group 1 - The company Shanghai Ailu stated on September 4 that the performance for the third quarter of 2025 will be disclosed at the appropriate time [2]

Group 1 - The company Shanghai Ailu announced on September 4 that its subsidiary Aina New Energy has gradually achieved partial bulk shipments of polyurethane composite material frames to some customers [2] - The specific progress and performance situation will be disclosed according to the company's information [2]

Group 1 - The company, Shanghai Ailu (301062), confirmed on September 1 that it does not face any delisting risk as per the Shenzhen Stock Exchange's rules for the Growth Enterprise Market [1] - The company also stated that there are no significant risks that should have been disclosed but have not been [1]