嘉美包装:收购方36个月内不会进行资产注入

Core Viewpoint - The announcement from Jia Mei Packaging (002969) highlights uncertainties surrounding its acquisition process and the company's projected decline in net profit for 2025, indicating potential overvaluation in the stock market [1] Group 1: Acquisition Details - The acquiring party, Zhuyue Hongzhi, has committed not to inject assets within 36 months after gaining control [1] - The acquisition is still subject to multiple approval processes, introducing further uncertainties [1] Group 2: Financial Projections - The company expects a 53.38% year-on-year decline in net profit for 2025, projecting it to be 43.02 million [1] Group 3: Market Valuation - The company's stock price has significantly deviated from its fundamentals, suggesting market sentiment may be overly optimistic and prone to irrational speculation [1] - The company's price-to-earnings (P/E) and price-to-book (P/B) ratios are notably higher than the industry average, indicating potential overvaluation [1]