Jiamei Packaging(SZ:002969) Mei Ri Jing Ji Xin Wen·2026-02-01 14:41Core Viewpoint - The stock and convertible bond of Jiamei Packaging (002969.SZ) will resume trading on February 2 after a suspension due to a price surge exceeding 400%, but investors holding "Jiamei Convertible Bonds" (127042) face a critical deadline to convert their bonds before a forced redemption at a significantly lower price [1][2][3]. Group 1: Trading Resumption and Convertible Bond Details - Jiamei Packaging announced that February 2 is the last trading day for "Jiamei Convertible Bonds," with February 5 being the final conversion day [1][2]. - The convertible bond's redemption price is set at 100.893 yuan per bond, which is substantially lower than its last trading price of 508 yuan per bond on January 23, indicating a potential loss of nearly 80% for investors who fail to convert in time [1][3]. Group 2: Price Surge and Market Context - The surge in the price of Jiamei Convertible Bonds to 508 yuan per bond is attributed to speculation surrounding the company's change in control and its association with the robotics sector [4][5]. - The new controlling shareholder, Zhuyue Hongzhi Technology Development Partnership, plans to acquire 54.9% of Jiamei Packaging, which has led to increased investor interest and speculation [4][5]. Group 3: Company Performance and Future Outlook - Despite the soaring stock prices, Jiamei Packaging's performance is declining, with a projected net profit for 2025 estimated between 85.44 million yuan and 104.42 million yuan, a decrease compared to the previous year [5]. - The company has stated that there are no plans for significant changes to its main business or asset restructuring in the next 12 months following the change in control [5].