Group 1 - The core point of the news is that major shareholders of New Jufeng plan to reduce their holdings through centralized bidding and block trading within a specified timeframe [1][2] - BLACK RIVER FOOD2 PTE. LTD. holds approximately 50.79 million shares, accounting for 12.19% of the total share capital, and plans to reduce up to 1.5% of the total share capital, which is about 6.25 million shares, within three months [1] - Beijing Housheng Investment Management Center and Suzhou Houqi Equity Investment Center plan to reduce their holdings of approximately 32.75 million shares (7.86% of total share capital) under the same conditions [2] - Qingdao Haisi Innovation Equity Investment Fund plans to reduce its holdings of approximately 43.73 million shares (10.5% of total share capital) under the same conditions [2] Group 2 - As of the first half of 2025, New Jufeng's revenue composition is 97.3% from sterile packaging and 2.7% from other businesses [3] - The current market value of New Jufeng is 4 billion yuan [4]

Group 1 - The company New Giant Feng (301296.SZ) announced that shareholders BLACKRIVER FOOD2 PTE. LTD., Beijing Housheng Investment Management Center (Limited Partnership) - Suzhou Houqi Equity Investment Center (Limited Partnership), and Qingdao Haishi Innovation Equity Investment Fund Enterprise (Limited Partnership) plan to reduce their holdings in the company by up to 4.5% within three months after the announcement date [1]

Group 1 - The announcement reveals that BLACK RIVER FOOD2 PTE. LTD., holding 12.19% of shares, Beijing Housheng Investment Management Center (Limited Partnership) with 7.86%, and Qingdao Haisi Innovation Equity Investment Fund (Limited Partnership) with 10.50% plan to reduce their holdings [1] - The reduction will occur within three months after the announcement, with a maximum of 1.5% of the total share capital, equating to no more than 6.2497 million shares [1] - Additionally, within any consecutive 90 natural days, the total reduction through centralized bidding cannot exceed 1% of the total share capital, which is no more than 4.1664 million shares [1]

证券代码：301296 证券简称：新巨丰 公告编号：2025-059 山东新巨丰科技包装股份有限公司 关于持股 5%以上股东减持股份的预披露公告 本公司持股 5%以上股东 BLACK RIVER FOOD2 PTE. LTD.、北京厚生投资 管理中心（有限合伙）－苏州厚齐股权投资中心（有限合伙）及青岛海丝创新股 权投资基金企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有山东新巨丰科技包装股份有限公司（以下简称"本公司"或"公司"） 股份 50,793,618 股（占本公司总股本比例为 12.19%，本公告所述公司总股本均 按照剔除回购专用证券账户股份后的总股本计算，下同）的股东 BLACK RIVER FOOD2 PTE. LTD.（以下简称 BRF）计划在本公告披露之日起 15 个交易日后的 3 个月内以集中竞价、大宗交易方式减持本公司股份。自本公告披露之日起 15 个交易日后的 3 个月内通过集中竞价、大宗交易方式减持股份不超过公司总股本 的 1.5%，即不超过 6,24 ...

中信证券股份有限公司 | 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 | | （2）公司募集资金项目进展是否与信息披露文件 | 是 | | 一致 | | | 4.公司治理督导情况 | | | （1）列席公司股东大会次数 | 0次 | 关于山东新巨丰科技包装股份有限公司 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：新巨丰 | | --- | --- | | 保荐代表人姓名：孙鹏飞 | 联系电话：010-60833031 | | 保荐代表人姓名：刘芮辰 | ...

Core Viewpoint - The report from Tianfeng Securities indicates that the company Xinju Feng's net profit attributable to shareholders for H1 2025 is 60 million, a decrease of 31% year-on-year, while Q2 net profit is 46 million, an increase of 37% [1] Group 1: Financial Performance - In H1 2025, the company actively advances the "5 billion sterile packaging materials production project," focusing on high-end products and filling equipment market technology and experience accumulation [1] - The company's overseas wholly-owned subsidiary, Jingfeng Holdings, has completed a voluntary comprehensive offer to further acquire shares of Fenmei Packaging, excluding shares held by the offeror and its concerted parties [1] - As of the end of H1 2025, the transaction has been completed, and during the integration phase, the company will analyze the differences between both parties to enhance business synergy and promote deep integration and complementarity of advantages [1] Group 2: Profit Forecast and Valuation - Considering the company's H1 2025 performance, the synergistic effects from the acquisition of Fenmei, and the current market and consumer environment, the profit forecast has been adjusted [1] - The expected net profits attributable to shareholders for 2025-2027 are projected to be 170 million, 210 million, and 260 million respectively, compared to previous estimates of 220 million and 250 million for 2025-2026 [1] - The corresponding price-to-earnings ratios are expected to be 25x, 20x, and 16x for the years 2025, 2026, and 2027 respectively [1]

Investment Rating - The investment rating for the company is "Buy" with a target price not specified [4]. Core Views - The company reported a revenue of 900 million in Q2 2025, representing a year-on-year increase of 132%, while the net profit attributable to the parent company was 46 million, up 37% [1]. - For the first half of 2025, the company achieved a revenue of 1.3 billion, a 52% increase year-on-year, but the net profit attributable to the parent company decreased by 31% to 60 million [1]. - The company is actively advancing the construction of a 5 billion sterile packaging material production project, focusing on high-quality and stable products [1]. - The company has completed the acquisition of a controlling stake in Fenmei Packaging, enhancing its control and integration capabilities [1][2]. Financial Performance - The adjusted profit forecast for the company estimates net profits attributable to the parent company for 2025, 2026, and 2027 to be 166.96 million, 208.22 million, and 256.37 million respectively, with corresponding P/E ratios of 24.88, 19.95, and 16.20 [3][8]. - The revenue projections for 2025, 2026, and 2027 are 2.56 billion, 2.94 billion, and 3.40 billion respectively, with growth rates of 49.79%, 14.87%, and 15.90% [3][8]. - The company’s total assets are projected to reach 3.87 billion in 2025, with a debt-to-asset ratio of 29.73% [9]. Business Integration - The company aims to strengthen business integration with Fenmei Packaging through management, team, and technology collaboration, enhancing operational efficiency and market competitiveness [2]. - The management integration includes maintaining Fenmei Packaging's Hong Kong listing status to enhance its international image and attract business opportunities [2]. - The technology integration focuses on collaborative research and development in filling machine technology and after-sales service, aiming to improve product competitiveness in the domestic market [2].

证券日报网讯 9月18日晚间，新巨丰发布公告称，公司于2025年9月18日召开的第三届董事会第二十八 次会议、第三届监事会第二十四次会议审议通过了《关于2024年限制性股票与股票期权激励计划注销部 分股票期权的议案》。鉴于本激励计划授予股票期权的124名激励对象中16人因个人原因已离职，1人因 不能胜任岗位工作而导致职务变更，均已不符合激励资格，公司将对其已获授但尚未行权的合计258， 000份股票期权进行注销。 （文章来源：证券日报） ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 王晓波） 每经AI快讯，新巨丰9月18日晚间发布公告称，公司第三届第二十八次董事会会议于2025年9月18日在 公司会议室以现场结合通讯方式召开。会议审议了《关于2024年限制性股票与股票期权激励计划股票期 权第一个行权期行权条件成就的议案》等文件。 每经头条（nbdtoutiao）——"25基点太少，50基点太多"：美联储降息"走钢丝"，"特朗普代言人"投下唯 一反对票 ...

山东新巨丰科技包装股份有限公司 关于 2024 年限制性股票与股票期权激励计划 证券代码：301296 证券简称：新巨丰 公告编号：2025-055 注销部分股票期权的公告 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。 山东新巨丰科技包装股份有限公司（以下简称"公司"）于 2025 年 9 月 18 日召开的第三届董事会第二十八次会议、第三届监事会第二十四次会议审议通过 了《关于 2024 年限制性股票与股票期权激励计划注销部分股票期权的议案》， 现将相关事项公告如下： 一、本激励计划的决策程序和批准情况 （一）2024 年 8 月 27 日，公司召开第三届董事会第十八次会议，审议通过 《关于<公司 2024 年限制性股票与股票期权激励计划（草案）>及其摘要的议案》 《关于<公司 2024 年限制性股票与股票期权激励计划实施考核管理办法>的议案》 《关于提请股东大会授权董事会办理公司 2024 年限制性股票与股票期权激励计 划相关事宜的议案》。公司独立董事就本次股权激励计划向所有的股东征集委托 投票权；公司第三届监事会第十五次会议审议通过了相关议案。 （二） ...