根据北交所公开发行并上市信息，广东高义包装科技股份有限公司（高义包装）北交所IPO已获受理。 公司主要财务指标 | 财务指标/时间 | 2024年 | 2023年 | 2022年 | | --- | --- | --- | --- | | 营业收入（万元） | 141125.29 | 108022.44 | 93448.34 | | 归属母公司股东的净利润（万元） | 9591.76 | 6907.96 | 8784.88 | | 扣除非经常损益后归属母公司所有者净利润（万元） | 10286.30 | 6537.75 | 8637.31 | | 基本每股收益（元） | 0.8800 | 0.6300 | 0.8100 | | 稀释每股收益（元） | 0.8800 | 0.6300 | 0.8100 | | 加权平均净资产收益率（%） | 10.78 | 8.67 | 12.18 | | 经营活动产生的现金流量净额（万元） | 11446.43 | 10258.28 | 15031.84 | （文章来源：证券时报网） | 序号 | 项目名称 | 项目投资总额 | 募集资金投资金额 | | --- | --- ...

Core Viewpoint - Guizhou Yongji Printing Co., Ltd. has reported a significant increase in revenue and net profit for the year 2024, driven by its core business in cigarette packaging and expansion into pharmaceutical products, despite challenges in the liquor packaging segment [9][10][11]. Company Bond Overview - The company issued convertible bonds on April 14, 2022, with a total fundraising amount of RMB 145.87 million, intended for various projects including the construction of a new production base [1][4]. - The bonds have a six-year term with a tiered interest rate starting at 0.30% in the first year and increasing to 2.50% in the sixth year [1][4]. - The initial conversion price for the bonds is set at RMB 8.76 per share, with the current conversion price adjusted to RMB 8.07 per share [17]. Business Performance - In 2024, the company achieved a revenue of RMB 905.13 million, representing a year-on-year growth of 10.69%, and a net profit of RMB 160.02 million, up 59.77% from the previous year [9][12]. - The cigarette packaging segment generated RMB 593.20 million in revenue, a 5.75% increase, while the liquor packaging segment saw a decline of 24.81% [11][12]. - The overseas pharmaceutical business reported revenue of RMB 142.35 million, marking a growth of 43.76% [12][13]. Financial Data - The company's total assets increased by 2.33% to RMB 1.95 billion, and net assets rose by 11.58% to RMB 1.20 billion by the end of 2024 [13]. - Basic earnings per share increased by 58.04% to RMB 0.3812, reflecting improved profitability [13][14]. Fundraising and Utilization - The company has effectively managed the funds raised from the convertible bonds, with a net amount of RMB 141.10 million available for investment after deducting issuance costs [14]. - As of December 31, 2024, the company has utilized RMB 134.44 million of the raised funds, primarily for the construction of the Yongji Shenglong liquor box production base [14][15]. - The production base is expected to reach an annual capacity of 6.8 million units, with projected profits of RMB 3.17 million in 2024 [14].

Group 1 - The core viewpoint of the articles emphasizes the importance of industrial chain construction for economic growth and high-quality development in Weinan City, with a focus on promoting key industrial enterprises and their products [1][2][5] - Weinan City has identified 20 key industrial chains and is implementing a "chain leader system" to drive structural upgrades towards intelligent and green development while exploring emerging industries [1][2] - The city has successfully signed 24 projects worth 24.9 billion yuan in the printing and packaging industry, showcasing its commitment to innovation and collaboration across the entire industrial chain [2] Group 2 - As of April, Weinan has completed investments of 21.45 billion yuan in 404 key municipal projects, achieving a completion rate of 33%, indicating steady progress in high-quality project construction [5] - The city aims to attract significant investments by requiring each district to introduce at least one industrial project with an investment of 1 to 3 billion yuan annually, with a total planned investment of 213 billion yuan by 2025 [5] - Weinan is actively promoting consumption through various initiatives, including a comprehensive plan for 2025 that includes 87 promotional events, which has already led to significant consumer engagement and transaction increases [6][7]

Core Viewpoint - Guangdong Dongfeng New Materials Group Co., Ltd. has been placed on a credit rating watch list due to significant revenue decline and losses in its new energy materials segment, alongside uncertainties regarding its investment funds and changes in its controlling shareholder [3][5][14]. Financial Performance - The company's total assets decreased from 81.63 billion yuan in 2022 to 74.07 billion yuan in 2023, while total liabilities dropped from 21.60 billion yuan to 13.49 billion yuan during the same period [7]. - Operating revenue fell sharply from 37.44 billion yuan in 2022 to 26.31 billion yuan in 2023, reflecting a 29.57% gross margin in 2022, which decreased to 23.05% in 2023 [7][29]. - The net profit for 2023 was reported at -0.25 billion yuan, indicating a significant downturn from previous earnings [7]. Business Segments - The company is undergoing a strategic transformation, having exited its printing and packaging business, with a focus on medical packaging and new energy materials [14][16]. - The medical packaging segment's revenue declined by 11.31% year-on-year, amounting to 6.32 billion yuan in 2024, with a reduced profit margin due to increased competition and economic pressures [18][29]. - The new energy materials segment faced challenges, with production capacity utilization dropping to 46.56% in 2024, resulting in a net loss of 20.54 million yuan [22][28]. Investment Funds - The company has two consumer investment funds that have entered the exit phase, with significant declines in investment valuations impacting overall returns [27]. - The Chengdu fund, with a total investment of 3 billion yuan, has seen its external investments drop to approximately 1.95 billion yuan, while the Shenzhen fund's investments total around 9.60 billion yuan [27]. Shareholder Changes - The controlling shareholder has changed to Quzhou Zhishang Enterprise Management Partnership, with the actual controller being the Quzhou State-owned Assets Supervision and Administration Commission, which is expected to provide some support in business coordination and resource allocation [10][14]. - The company has completed the transfer of significant shares, with the new shareholders expected to influence future strategic directions [15][14]. Industry Outlook - The medical packaging industry is anticipated to expand due to strong downstream demand, despite current challenges such as rising raw material costs and competitive pressures [12][13]. - The overall economic environment in China is showing signs of recovery, which may support the company's future performance if external uncertainties are managed effectively [11].

Meeting Overview - The shareholder meeting of Guangdong Dongfeng New Materials Group Co., Ltd. is scheduled for June 27, 2025, with specific procedures and rules established to ensure order and efficiency [1][2][3]. Meeting Agenda - The agenda includes the reading of meeting notices, introduction of attendees, and discussion of key proposals such as the 2024 annual report, profit distribution plan, and board of directors' work report [3][4][5]. Financial Performance - For the fiscal year 2024, the company reported a net loss attributable to shareholders of approximately RMB 489.49 million, a significant decline of 425.16% year-on-year [5][6]. - The total revenue for 2024 was RMB 1.42 billion, reflecting a 45.87% decrease compared to the previous year [6][7]. Strategic Focus - The company is undergoing a strategic transformation, focusing on new materials and Class I medical packaging, while gradually divesting from unrelated investments [6][28]. - The company aims to enhance its core business capabilities and improve cash flow management during this transition [29]. New Materials Business - The new materials segment is a key focus, with ongoing investments in the development of materials for energy storage and high-barrier applications [16][18]. - The company has made significant advancements in battery separator technology and has established partnerships for the development of solid-state battery materials [12][11]. Medical Packaging Sector - The Class I medical packaging sector has been prioritized, with the company consolidating its subsidiaries to strengthen its market position [17][19]. - Investments are being made in new manufacturing facilities to increase production capacity for medical packaging products [19][18]. Research and Development - The company has initiated multiple R&D projects aimed at developing high-performance materials and enhancing production processes [22][27]. - Collaborations with universities and industry leaders are being pursued to foster innovation and improve product offerings [21][20]. Corporate Governance - The board of directors has held multiple meetings to review and approve various proposals, ensuring compliance with corporate governance standards [30][32]. - The company emphasizes transparency in its operations, with regular disclosures made to stakeholders [34].

不仅如此，"谷子经济"既是文化产业的"二传手"，又是印刷包装产业的"掘金机"。譬如，某印刷包装企 业趁"谷子热"扩大生产，自2024年入驻龙港以来，已交付数万箱卡牌、镭射票、立牌、流沙砖等产品。 其中仅国创动漫《全职高手》单个IP的周边产品，去年销售金额就超3000万元(人民币，下同)。 眼下是毕业季，在浙江省温州市龙港市某印刷包装企业车间，工人们正在加紧生产各色文创周边产品。 该车间主管周帅表示，最近"谷子经济"带动印刷包装订单激增，以保证年轻人"吃谷"(指购买动漫、游 戏等IP衍生的周边商品)量大管饱。 "谷子"一词来自二次元文化，是指动漫、游戏等产业衍生出的IP周边产品，包括卡牌、徽章、镭射票、 亚克力立牌等，消费群体主要来自年轻人。 "'谷子'在中国有其在地化表现。"作为"90后"二次元文化爱好者，宗圆超从2000年前后就开始收集小浣 熊、水浒传等卡牌，如今，这些卡牌已经成为"80后""90后"早期"吃谷"爱好者的"独家记忆"。 进入"00后""10后"时代，"谷子"一词"出圈"，已经泛化为文化产业周边产品的代名词。如今，随着中国 影视产业走向精品化，从电影票、会员制的"票子经济"，延伸到卡牌、徽章的 ...

人民网雅加达6月4日电（记者李培松）6月4日，2025第九届中国（印尼）出口品牌联展暨印尼雅加达国际工业联展（简称"印尼展"）在雅加达展览中心 开幕。 印尼展聚焦印尼工业化4.0升级新需求，同期举办印尼工业装备及零部件展、印尼塑料印刷包装及食品加工设备展、印尼国际电力新能源展，展品覆盖 印尼工业上下游全产业链中热门且极具潜力的15大品类，包括新能源、汽摩配、农业机械、塑料机械与模具、包装与印刷机械等，全面展现中国"智"造在工 业领域的综合实力。 展览面积达40,000平方米，不仅是中国在RCEP区域自主举办规模最大的工业题材展会，也是印尼最大工业供应链全产业展览，获得印尼工业部4.0委会 员等政府部门以及印尼包装联合会、印尼工业机械协会等14家印尼工业领域商协会的鼎力支持，吸引了来自中国20个省以及印尼、日本等国1,000多家企业 参展。展前预注册买家超70,000名，涵盖印尼及周边国家的专业采购商。 为更好助力中印尼两国工业领域的深度交流和合作，促进供需高效对接，2025年上半年，印尼展组委会联合印尼当地知名商协会在坤甸、望加锡、万隆 等地举办多场路演活动，现场推介优质中国企业及产品，提升中国制造在东盟市场 ...

Core Viewpoint - Jihong Co., Ltd. successfully listed on the Hong Kong Stock Exchange on May 27, 2025, becoming the first "A+H" listed company in the printing and packaging industry, with its stock price opening at HKD 11 per share and experiencing intraday gains exceeding 60% [2] Group 1: Company Overview - Jihong Co., Ltd. was established in 2003 and has expanded its business from packaging to cross-border social e-commerce, forming a dual-driven development model [2] - The company aims to use the funds raised from its Hong Kong listing for overseas market expansion, brand portfolio enhancement, and development of existing proprietary brands [2] - Jihong Co. has been listed on the Shenzhen Stock Exchange since 2016 and provides one-stop paper packaging products and services for fast-moving consumer goods (FMCG) companies [2] Group 2: Financial Performance - In 2024, Jihong Co. reported revenue of approximately CNY 5.529 billion, a year-on-year decline of 17.41%, and a net profit attributable to shareholders of approximately CNY 182 million, down 47.28% year-on-year [3] - The decline in performance was attributed to factors such as overall economic conditions, frequent exchange rate fluctuations, reduced consumer confidence, and increased market competition [3] Group 3: Business Strategy and Market Position - In the cross-border social e-commerce sector, Jihong Co. utilizes AI algorithms to analyze overseas markets, create user profiles, and conduct targeted advertising on platforms like Meta, TikTok, and Google [5] - The company has a reputation for capitalizing on market trends, having engaged with various hot topics such as blockchain, masks, and the metaverse, earning the nickname "trend-surfing expert" [5] - Jihong Co. plans to advance its global strategy by expanding overseas operations and establishing packaging production bases, aiming to provide innovative and sustainable products and services [7]

5月25日—29日，以"深化改革增动能 扩大开放促发展"为主题的第二十届中国 西部国际博览会在 成都举行，作为本届西博会"唯一指定用酒"，五粮液携全链成果亮相，立体展现了其"因酒而生，却 不止于酒"的产业跨界融合风采，以多个领域的科技创新，展现东方酿造的产业链革新之路。 开幕式现场 西博会发端于西部大开发、始创于2000年，至今已成功举办了19届，是西部地区规模大、门类全、 影响力强的开放合作展会平台，作为中国对外开放的重要窗口，已经成为世界了解中国西部、中国西 部走向世界的重要桥梁和纽带。 作为川酒代表和行业龙头企业，五粮液积极参与西部大开发，坚持"做强酒业 做优非酒 做大平台"发 展战略，迅速成长为一家以酒业为核心，涉及绿色包装、机械制造、智慧物流、金融投资、大健康产 业等领域的特大型国有企业集团。 跨界融合发展 "因酒而生，却不止于酒" 今年西博会上，五粮液深度参与各项活动，并在欢迎会上，展示中国传统酿造技艺的深厚底蕴，以一 杯"大国浓香"架起中国与世界美美与共的交流桥梁。与此同时，五粮液还创新展陈方式，"从一粒种 子到一瓶美酒，从一瓶美酒到美好生活"，全产业链展示了以酒业为根，多元协同发展，以科技创新 ...

摘要 公司光通信业务稳定，占比收入 30%，主要代理国外高端产品，并积极 布局下一代算力中心相关产品，如 OCS 全光交换和光芯片，以支持国内 AI 算力中心建设。 消费电子赛道受益于华为 Mate 系列手机零部件国产化及 3C 行业整体 复苏，视觉系统需求增加，预计苹果视觉系统保持稳定，设备类投资增 长乐观。 印刷包装赛道稳定增长，占比收入 20%，服务软包装检测，如标签二维 码检测，产品标准化程度高，盈利能力强，预计今年增速仍将达到 30% 以上。 新能源领域锂电业务复苏，海外建厂需求增加，光伏领域面临压力但有 望持续复苏。数字人项目与智谱合作进展良好，战略聚焦光学动捕产品 线，预计巨轮智能占比将显著提升。 科学成像和器件业务进展显著，半导体业务收入超亿元，收购丹麦公司 并表后，其产品在半导体领域表现出色，占总收入 20%以上，尤其在顶 级客户中有良好反响。 凌云光 20250521 Q&A 请介绍一下凌云光今年以来整体主业及光电子器件业务的发展情况。 凌云光公司以光学起家，整体业务围绕两个方向：视觉和光通信。视觉业务包 括工业视觉和服务行业，如影视传媒和巨轮智能的光学动捕。核心能力是光学 成像与 AI ...