分红方面，裕同科技A股上市后累计派现37.90亿元。近三年，累计派现24.04亿元。 机构持仓方面，截止2025年6月30日，裕同科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股2015.50万股，相比上期减少1396.22万股。南方中证500ETF（510500）位居第八大流通股 东，持股554.53万股，相比上期增加68.68万股。兴全合泰混合A（007802）位居第十大流通股东，持股 447.77万股，相比上期减少123.20万股。 资料显示，深圳市裕同包装科技股份有限公司位于广东省深圳市宝安区石岩街道石龙社区石环路1号， 成立日期2002年1月15日，上市日期2016年12月16日，公司主营业务涉及纸质印刷包装产品的研发、设 计、生产和销售。主营业务收入构成为：纸制精品包装69.34%，包装配套产品16.47%，环保纸塑产品 7.42%，其他产品4.82%，其他(补充)1.95%。 裕同科技所属申万行业为：轻工制造-包装印刷-纸包装。所属概念板块包括：社保重仓、绿色包装、高 派息、MSCI中国、C2M概念等。 截至6月30日，裕同科技股东户数1.36万，较上期增加10.65%；人均流 ...

新天力科技股份有限公司自成立以来，始终秉承"以创新科技的容器保护好食品，为人类健康和美好生 活奋斗不息"的使命，在热成型塑制食品容器领域深耕不辍，现已成长为技术和市场的双重引领者。公 司通过持续的高强度研发投入，构建了坚实的核心竞争力，赢得了市场与行业的广泛认可。 公司预计2025年1-9月实现营业收入84,000.00 ~ 86,000.00 万元，较上年同期变动-0.80% ~ 1.57%；归属 于母公司所有者的净利润较上年同期增长29.95%-33.61%；扣除非经常性损益后归属于母公司所有者净 利润较上年同期增长28.85% ~ 32.61%。 创新引领，技术成果丰硕 新天力的发展战略与国家推动制造业高质量发展、鼓励包装行业供给侧改革的政策方向高度契合。《中 国包装工业发展规划(2021-2025年)》等指导文件明确支持发展高端包装制品，为公司带来了广阔的市场 前景。同时，公司主营的食品容器产品不属于当前"限塑令"的重点限制范围，且公司积极公司是国内率 先通过优秀级"双易认证"(最高等级)的企业之一，同时公司PP塑料餐盒、PP塑料餐碗、PP塑料杯等相关 产品入选了美团"青山计划"。公司在产品开发过程中 ...

Company Overview - Dingsheng New Materials Co., Ltd. is located in Zhenjiang, Jiangsu Province, established on August 12, 2003, and listed on April 18, 2018. The company specializes in the research, production, and sales of aluminum foil, with main business revenue composition: aluminum foil products 85.57%, aluminum plates and strips 12.80%, and others 1.64% [1][2]. Financial Performance - As of June 30, 2025, Dingsheng New Materials achieved operating revenue of 13.314 billion yuan, representing a year-on-year growth of 15.94%. The net profit attributable to shareholders was 188 million yuan, with a year-on-year increase of 2.33% [2]. - The company has distributed a total of 949.7 million yuan in dividends since its A-share listing, with 720 million yuan distributed over the past three years [3]. Stock Performance - On September 24, Dingsheng New Materials' stock price increased by 2.01%, reaching 10.68 yuan per share, with a trading volume of 171 million yuan and a turnover rate of 1.75%. The total market capitalization is 9.925 billion yuan [1]. - Year-to-date, the stock price has risen by 21.50%, with a decline of 5.65% over the last five trading days, a 9.09% increase over the last 20 days, and a 16.09% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders is 45,500, a decrease of 7.03% from the previous period. The average circulating shares per person increased by 8.91% to 20,420 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest shareholder, holding 8.8482 million shares as a new shareholder [3]. Industry Context - Dingsheng New Materials operates within the non-ferrous metals industry, specifically in the industrial metals-aluminum sector. The company is associated with concepts such as green packaging, solid-state batteries, lithium batteries, battery foils, and the Ningde Times concept [1].

中荣股份分析师会议 调研日期：2025年09月23日 调研行业：包装材料 参与调研的机构：浙商证券等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 ...

投资者关系活动记录表 编号：2025-003 | | √特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | | 活动类别 | □新闻发布会 □路演活动 | | | | □现场参观 □其他（请文字说明其他活动内容） | | | 参与单位名称 | 浙商证券轻工分析师 | | | 及人员姓名 | | | | 时间 | 年 日（星期二）上午 2025 9 23 9:00-10:00 | 月 | | 地点/形式 | 远程线上交流 | | | 上市公司接待 | 董事会秘书陈彬海、财务负责人赵琪、证券事务代表林贵华 | | | 人员姓名 | | | | | 1、公司海外工厂的订单是从国内转移出去的吗？公司出海对比 | | | | 当地企业有什么优势？ | | | | 回复：目前海外业务根据大客户明确产能需求推进海外布局，也 | | | | 包括一部分当地新开发的订单。对于在国内外多个区域有订单需 | | | | 求的同一客户，可同时提供集团化配套服务。 | | | | 2、未来公司业绩的主要拉动点来自于哪里？通过什么吸引新客 | | | | 户？ ...

Company Overview - Jiangsu Dingsheng New Material Co., Ltd. is located in Zhenjiang, Jiangsu Province, and was established on August 12, 2003. The company was listed on April 18, 2018. Its main business involves the research, production, and sales of aluminum foil, with revenue composition being 85.57% from aluminum foil products, 12.80% from aluminum plates and strips, and 1.64% from other products [1]. Financial Performance - As of June 30, 2025, Dingsheng New Material achieved operating revenue of 13.314 billion yuan, representing a year-on-year growth of 15.94%. The net profit attributable to shareholders was 188 million yuan, with a year-on-year increase of 2.33% [2]. - The company has distributed a total of 910 million yuan in dividends since its A-share listing, with 682 million yuan distributed over the past three years [3]. Stock Performance - On September 23, Dingsheng New Material's stock price decreased by 2.05%, trading at 10.52 yuan per share, with a total market capitalization of 9.776 billion yuan. The stock has increased by 19.68% year-to-date, but has seen a decline of 6.65% over the past five trading days [1]. - The stock's trading volume included a net outflow of 19.2592 million yuan from main funds, with significant selling pressure observed [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 7.03% to 45,500, while the average circulating shares per person increased by 8.91% to 20,420 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest shareholder, having acquired 8.8482 million shares as a new shareholder [3]. Industry Context - Dingsheng New Material operates within the non-ferrous metals sector, specifically in industrial metals and aluminum. The company is associated with concepts such as green packaging, solid-state batteries, lithium batteries, and sodium batteries [1].

Company Overview - Company name: Xiamen Hexing Packaging Printing Co., Ltd. - Established on May 17, 1993, and listed on May 8, 2008 - Main business involves R&D, design, production, sales, and service of mid-to-high-end corrugated cartons, with revenue composition: corrugated packaging 88.38%, color box packaging 4.50%, others 3.24%, industrial paper 2.80%, cushioning packaging 1.08% [1] Financial Performance - For the first half of 2025, the company achieved operating revenue of 5.148 billion yuan, a year-on-year decrease of 9.52% - The net profit attributable to shareholders was 115 million yuan, a year-on-year increase of 30.87% [2] Stock Performance - As of September 22, the stock price decreased by 2.11% to 3.25 yuan per share, with a total market value of 3.944 billion yuan - Year-to-date stock price increased by 14.88%, with recent declines of 3.56% over the last 5 trading days, 5.25% over the last 20 days, and 3.25% over the last 60 days [1] Shareholder Information - As of June 30, the number of shareholders was 24,300, a decrease of 4.77% from the previous period - Average circulating shares per person increased by 5.01% to 49,086 shares [2] Dividend Distribution - Cumulative cash distribution since the A-share listing amounts to 1.294 billion yuan, with 488 million yuan distributed over the last three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders saw the exit of the fund "Zhaoshang Quantitative Selected Stock Initiation A" from the list [3]

Company Overview - Shanghai Shunhao New Materials Technology Co., Ltd. was established on December 21, 2004, and listed on March 18, 2011. The company is located at 200 Zhenchen Road, Putuo District, Shanghai [2] - The main business includes research, production, processing, and sales of vacuum aluminum-coated paper, composite film paper, white cardboard, printed products, and cigarette polypropylene fiber bundles [2] - The revenue composition is as follows: printed products 48.07%, aluminum-coated paper 30.03%, others (supplement) 8.51%, composite film paper 5.56%, others 3.93%, optical anti-counterfeiting film 2.02%, new tobacco 1.65%, and white cardboard 0.23% [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 620 million yuan, a year-on-year decrease of 12.19%. The net profit attributable to the parent company was 33.30 million yuan, a year-on-year increase of 23.11% [2] - Since its A-share listing, the company has distributed a total of 427 million yuan in dividends, with 68.81 million yuan distributed in the last three years [3] Stock Performance - On September 17, the stock price of Shunhao fell by 2.03%, trading at 7.24 yuan per share, with a total market capitalization of 7.674 billion yuan [1] - Year-to-date, the stock price has increased by 141.25%, but it has decreased by 5.73% in the last five trading days and 14.72% in the last 20 days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 22, where it recorded a net buy of -21.52 million yuan [1] Shareholder Information - As of June 30, the number of shareholders was 46,100, a decrease of 11.52% from the previous period. The average circulating shares per person increased by 13.01% to 23,011 shares [2]

Company Overview - Hongming Co., Ltd. is located in Dongguan City, Guangdong Province, and was established on November 12, 2002. The company was listed on December 30, 2022. Its main business involves the research, development, manufacturing, and sales of packaging specialized equipment [1]. - The revenue composition of Hongming Co., Ltd. includes: 65.62% from automated packaging equipment, 18.87% from supporting packaging equipment, 6.64% from spare parts, 6.39% from other equipment, and 2.48% from leasing and other services [1]. Stock Performance - As of August 29, Hongming's stock price decreased by 2.35%, trading at 36.52 CNY per share, with a total market capitalization of 1.826 billion CNY. The stock has increased by 31.37% year-to-date but has seen a decline of 9.36% over the last five trading days and 6.14% over the last 20 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on May 23, where the net buying was -24.9592 million CNY, with total buying of 18.2429 million CNY, accounting for 6.06% of total trading volume, and total selling of 43.2021 million CNY, accounting for 14.36% of total trading volume [1]. Financial Performance - For the first half of 2025, Hongming Co., Ltd. reported a revenue of 92.6997 million CNY, a year-on-year decrease of 13.35%. The net profit attributable to the parent company was -3.3293 million CNY, a year-on-year decrease of 166.86% [2]. - Since its A-share listing, the company has distributed a total of 50 million CNY in dividends [3]. Shareholder Information - As of August 20, the number of shareholders for Hongming Co., Ltd. was 6,790, a decrease of 7.58% from the previous period. The average number of circulating shares per shareholder increased by 8.20% to 2,420 shares [2].

Core Viewpoint - The report highlights the financial performance and operational strategies of Shanghai Xintonglian Packing Co., Ltd. for the first half of 2025, showcasing growth in revenue and net profit while emphasizing the company's commitment to sustainable practices and innovation in the packaging industry [1][3]. Financial Performance - The company achieved a revenue of CNY 455.56 million, representing a 6.42% increase compared to CNY 428.07 million in the same period last year [7]. - The total profit amounted to CNY 33.45 million, up 26.34% from CNY 26.48 million year-on-year [7]. - The net profit attributable to shareholders was CNY 21.67 million, reflecting a 3.99% increase from CNY 20.84 million in the previous year [7]. - The net cash flow from operating activities decreased significantly by 71.87% to CNY 20.20 million, compared to CNY 71.81 million in the same period last year [7]. - The total assets increased by 2.9% to CNY 1.12 billion, while the net assets attributable to shareholders rose by 4.34% to CNY 805.21 million [7]. Industry Overview - The packaging industry is experiencing a transformation driven by green initiatives and technological advancements, leading to structural differentiation and accelerated integration [8]. - The demand for sustainable packaging solutions is increasing due to the growth of e-commerce and heightened consumer awareness regarding environmental issues [8]. - Wood packaging remains essential in heavy industries, but faces challenges from environmental regulations and fluctuating raw material prices [8]. - Paper packaging is gaining market share due to the "plastic ban" policies, while plastic packaging is making strides in high-end functional areas [8]. Business Model and Services - The company specializes in producing lightweight and heavy packaging products, offering integrated services that include packaging design, production, logistics, and on-site packaging assistance [8][9]. - The "integrated packaging solution" model enhances customer relationships by providing comprehensive support throughout the packaging process, thereby reducing costs and improving efficiency [9]. - The company has established a centralized procurement system to manage raw materials and packaging supplies effectively [9]. Innovation and Development - The company emphasizes innovation and has applied for three invention patents, with one already granted [8]. - Continuous investment in technology and process upgrades has led to improved operational efficiency and reduced production costs [8]. - The company is committed to sustainable development, having been recognized in the "Third China Enterprise Carbon Neutral Performance List" and awarded for energy-saving achievements [8]. Market Expansion - The company is expanding its market presence by responding to diverse customer needs and entering new sectors such as new materials and renewable energy vehicles [8]. - The operation of the overseas factory in Thailand has begun to yield profits, contributing to the company's growth [8].