11月27日，达意隆涨5.15%，截至发稿，报15.51元/股，成交1.10亿元，换手率4.65%，总市值30.87亿 元。 李育鑫累计任职时间2年37天，现任基金资产总规模37.93亿元，任职期间最佳基金回报86.39%， 任职 期间最差基金回报-1.43%。 资料显示，广州达意隆包装机械股份有限公司位于广东省广州市黄埔区云埔一路23号，成立日期1998年 12月18日，上市日期2008年1月30日，公司主营业务涉及液体自动化包装机械的研发、生产和销售;饮 料、日化洗液等液体的代加工。主营业务收入构成为：液体包装机械及自动化设备93.85%，代加工 6.05%，其他0.10%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从达意隆十大流通股东角度 数据显示，广发基金旗下1只基金位居达意隆十大流通股东。广发量化多因子混合A（005225）三季度 新进十大流通股东，持有股数113.05万股，占流通股的比例为0.72%。根据测算，今日浮盈赚取约85.92 万元。 广发量化 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好，请问公司在俄语区是否有开拓意愿，目前未在 官网看到公布的俄语区办事处，未来是否会有计划在俄罗斯设立办事处？ 达意隆（002209.SZ）11月26日在投资者互动平台表示，截至目前，公司暂未在俄语广泛使用的国家设 立办事处，上述区域的业务主要以代理销售为主。 ...

证券代码：002209 证券简称：达意隆 广州达意隆包装机械股份有限公司 投资者关系活动记录表 编号：2025-006 | 在，公司将积极进行国内市场开拓，抓住部分细分市场产能 | | --- | | 扩张的机会点；国际市场方面，东南亚、南亚、非洲、中东 | | 等区域仍处于人均饮料消费量快速提升的红利期，公司将积 | | 极拓展营销渠道，通过多种途径扩大国际市场的订单额、订 | | 单比例，提高订单质量。同时，公司将进一步提升项目管理 | | 和售后服务的精细化水平，确保响应的时效性和服务的高品 | | 质，以增强市场竞争力。 | | 6、公司未来是否会加强股东回报，有哪些措施？ | | 答：公司将根据《未来三年股东回报规划（2024-2026年）》， | | 稳健强化股东回报。未来，公司将继续规范治理、强化核心 | | 竞争力、提升盈利能力，推动公司高质量发展。 | | 7、目前境外市场毛利率比国内高的原因是什么？ | | 答：公司境外市场毛利率高于国内，主要得益于产品性价比 | | 优势、市场竞争格局差异及产品结构优化等因素。 | | 8、目前公司销售至境外的产品结构大致是怎样的？ | | 答：根据目前 ...

证券代码：002209 证券简称：达意隆 广州达意隆包装机械股份有限公司 编号：2025-005 投资者关系活动类别 ☑ 特定对象调研 □媒体采访 □新闻发布会 ☑ 现场参观 □分析师会议 业绩说明会 □路演活动 □其他(请文字说明其他活动内容) 活动参与人员 一、参与机构及人员 （一）现场调研：国泰海通证券 任苒威、中泰证券 寇鸿基、 华夏基金 邓寒、申万菱信基金 谢欣雨、玄元投资 童煜凯、 前海开源基金 邱杰、梵星基金 李泓桦、景顺长城 孟禾 （二）线上会议：浙商证券、华夏基金 二、上市公司接待人员 副总经理、董事会秘书：王燕囡女士 时间 2025 年 11 月 20 日、2025 年 11 月 21 日 地点 公司会议室、线上会议室 形式 现场调研、线上会议 交流内容及具体问答 记录 一、公司产品体系及经营情况介绍 二、互动交流 1、当前国内饮料行业整体景气度一般，但是公司近几年国 内业务表现不错，公司有什么竞争优势吗？ 答：近年来，在居民消费结构持续优化升级的背景下，消费 者对健康、天然、低糖及低卡路里饮料的需求持续高涨，植 物基饮料、无糖茶饮、功能性饮料等细分品类市场表现突出， 成为推动下游饮料市场 ...

投资者关系活动记录表 编号：2025-004 投资者关系活动类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 业绩说明会 □路演活动 ☑ 其他：邮件 活动参与人员 1、自然人股东 2、上市公司接待人员： 副总经理、董事会秘书：王燕囡女士 时间 2025 年 11 月 18 日 地点 邮件回复 形式 网络互动 交流内容及具体问答 记录 1、关于 Q3 延迟确认的收入： 市场反馈公司约有2亿元已完工产品因客户原因未在 Q3确 认收入。想确认这一情况是否属实？若属实，该部分订单是 否计划在2025年 Q4完成确认？是否已满足收入确认条件？ 有无明确时间表？是否存在无法在年内确认的风险？ 答：尊敬的投资者，您好！《证券时报》和巨潮资讯网 （http://www.cninfo.com.cn）为公司指定的信息披露媒体， 公司应披露的信息均以在上述指定媒体刊登的内容为准。关 于收入确认，公司始终严格遵循企业会计准则及相关规定， 规范开展收入确认工作；关于2025年第四季度业绩情况，敬 请关注公司届时发布的定期报告。感谢您对公司的关注与支 持！ 2、关于公司基本面： | | （1）生产端：目前国内工厂 ...

Core Insights - The company reported a revenue of 2.958 billion yuan for Q1-Q3 2025, representing a year-on-year growth of 19.05% [1] - The net profit attributable to shareholders reached 127 million yuan, with a year-on-year increase of 61.17% [1] - The non-recurring net profit attributable to shareholders was 119 million yuan, also showing a growth of 61.13% year-on-year [1] Financial Performance - Revenue for Q1-Q3 was 890 million, 1.011 billion, and 1.057 billion yuan, with year-on-year growth rates of 7%, 18%, and 32% respectively [2] - Net profit for the same periods was 41 million, 41 million, and 45 million yuan, with year-on-year growth rates of 6%, 36%, and 340% respectively [2] - Non-recurring net profit figures were 40 million, 36 million, and 43 million yuan, with year-on-year growth rates of -22%, -1%, and 398% respectively [2] - Gross margin slightly decreased by 0.08 percentage points to 27.71% [2] - The expense ratio decreased by 1.82 percentage points to 20.93%, with sales expense ratio down by 0.42 percentage points to 7.19% and management expense ratio down by 0.89 percentage points to 5.31% [2] Order Backlog and Product Development - Contract liabilities increased to 2.138 billion yuan, showing significant growth compared to the previous quarter and the same period last year, indicating a solid order backlog [2] - The company is investing in new flexible sterile and ultra-clean intelligent packaging production lines for liquid foods, including high-speed sterile paper box and plastic bottle filling lines [3] - A new humanoid robot R&D department has been established to accelerate the development of humanoid robots and their application in packaging technology [3] Revenue and Profit Forecast - Projected revenues for 2025-2027 are 3.936 billion, 4.501 billion, and 4.782 billion yuan, with year-on-year growth rates of 10.35%, 14.34%, and 6.26% respectively [4] - Expected net profits for the same periods are 161 million, 262 million, and 305 million yuan, with year-on-year growth rates of 930.80%, 63.40%, and 16.18% respectively [4] - The corresponding PE valuations for 2025-2027 are 39.75, 24.33, and 20.94, maintaining a "buy" rating [4]

广发量化多因子混合A（005225）基金经理为易威、李育鑫。 截至发稿，易威累计任职时间2年133天，现任基金资产总规模38.72亿元，任职期间最佳基金回报 68.08%， 任职期间最差基金回报-1.41%。 李育鑫累计任职时间2年24天，现任基金资产总规模37.93亿元，任职期间最佳基金回报91.28%， 任职 期间最差基金回报1.13%。 11月14日，达意隆涨5.05%，截至发稿，报14.34元/股，成交1.45亿元，换手率6.61%，总市值28.54亿 元。 资料显示，广州达意隆包装机械股份有限公司位于广东省广州市黄埔区云埔一路23号，成立日期1998年 12月18日，上市日期2008年1月30日，公司主营业务涉及液体自动化包装机械的研发、生产和销售;饮 料、日化洗液等液体的代加工。主营业务收入构成为：液体包装机械及自动化设备93.85%，代加工 6.05%，其他0.10%。 从达意隆十大流通股东角度 数据显示，广发基金旗下1只基金位居达意隆十大流通股东。广发量化多因子混合A（005225）三季度 新进十大流通股东，持有股数113.05万股，占流通股的比例为0.72%。根据测算，今日浮盈赚取约78万 ...

相关报告：智研咨询发布的《2025-2031年中国包装机械行业运营现状及发展趋向分析报告》 根据中国海关数据显示：2025年9月中国包装机械进口数量为0.18万台，同比增长8.4%，进口金额为0.7 亿美元，同比下降31.9%，2025年9月中国包装机械出口数量为237万台，同比增长24.4%，出口金额为 4.71亿美元，同比增长27.6%。 近一年中国包装机械进口情况统计图 数据来源：中国海关，智研咨询整理 近一年中国包装机械出口情况统计图 数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Viewpoint - The article highlights the advancements and offerings of Wuxi Satisfaction Packaging Machinery Co., Ltd., emphasizing its focus on high-tech, automated packaging solutions for powder materials, and its commitment to quality and innovation in the industry [4]. Company Overview - Wuxi Satisfaction Packaging Machinery Co., Ltd. is located in Wuxi, Jiangsu Province, and is recognized as a national high-tech enterprise [4]. - The company specializes in the production of quantitative packaging scales and fully automatic packaging systems, particularly for powder materials, holding over 40 patents [4]. Product Offerings - The 1000kg powder packaging machine is designed for packaging ultra-fine powder materials in large bags (300kg-1000kg), featuring high weighing accuracy and reliability, applicable in various industries including feed, food, metallurgy, and lithium battery materials [6]. - The small bag packaging machine consists of multiple components ensuring a dust-free packaging environment with high weighing precision, controlled by PLC and photoelectric switches [8]. - The vacuum sealing machine achieves a vacuum pressure of approximately -60kpa after 60 seconds, with adjustable extraction speed to maintain product integrity during packaging [10]. - The new sword packing machine, set to launch in 2024-2025, is designed for high efficiency and automation in packaging, suitable for unstable goods requiring compression [12]. - The top cover wrapping machine is a high-performance, automated packaging station that ensures efficiency and durability under harsh conditions [14]. Industry Events - The 2026 Silicon-based Anode and Solid-State Battery Summit focuses on breakthroughs in silicon-based anodes and the future of solid-state batteries, featuring various sponsors and exhibitors from the industry [16][18]. - The event includes a detailed agenda with topics ranging from the development of silicon-based anodes to the current state and trends in the solid-state battery market, featuring multiple industry experts and companies [20].

Group 1 - The major shareholder Shenzhen Lefeng Investment Management Co., Ltd. reduced its stake in Guangzhou Dayilong Packaging Machinery Co., Ltd. by 3.67 million shares, accounting for 1.85% of the total share capital, bringing its ownership down from 10% to 8.15% [2] - The total reduction plan was completed, with a total of 5.97 million shares sold, representing 3% of the company's total share capital, and this action complies with relevant laws and regulations [2] - The company was established in December 1998, with a registered capital of 1.99 billion RMB, and its main business is the production and sales of food and packaging machinery [2] Group 2 - The company's revenue for 2022, 2023, 2024, and the first three quarters of 2025 were 1.148 billion RMB, 1.285 billion RMB, 1.521 billion RMB, and 1.335 billion RMB, showing year-on-year growth of 8.02%, 11.89%, 18.38%, and 38.95% respectively [3] - The net profit attributable to the parent company for the same periods were 22.35 million RMB, 46.62 million RMB, 69.79 million RMB, and 103 million RMB, with year-on-year growth rates of 143.37%, 108.59%, 49.69%, and 146.16% respectively [3] - The company's asset-liability ratios for the same periods were 65.59%, 68.75%, 71.88%, and 75.09% [3]