数据来源：国家统计局，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。 2025年1-12月，印刷和记录媒介复制业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011 年起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元） 为7130个，和上年同期相比，增加了117个，同比增长1.67%，占工业总企业的比重为1.36%。 2016-2025年印刷和记录媒介复制业企业数统计图 上市公司：珠海中富（000659），陕西金叶（000812），永新股份（002014），东港股份（002117）， 劲嘉股份（002191），合兴包装（002228），海顺新材（300501），龙利得（300883），上海艾录 （301062），喜悦智行（301198），京华激光（603607），大胜达（603687），方大新材（838163）， 沪江材料（870204）， ...

企业名称云品道印刷包装（云南）有限公司法定代表人浦友成注册资本200万人民币国标行业制造业> 印刷和记录媒介复制业>装订及印刷相关服务地址云南省昆明高新技术产业开发区马金铺街道办事处昆 明新城高新技术基地214-0014生物谷街与新丰路交叉路口东南企业类型有限责任公司营业期限2026-2-14 至无固定期限登记机关昆明市市场监督管理局 来源：市场资讯 天眼查显示，近日，云品道印刷包装（云南）有限公司成立，法定代表人为浦友成，注册资本200万人 民币，云南泓贯运营管理有限公司、云品道科技实业（云南）有限公司持股。 序号股东名称持股比例1云南泓贯运营管理有限公司90%2云品道科技实业（云南）有限公司10% 经营范围含许可项目：特定印刷品印刷；包装装潢印刷品印刷；印刷品装订服务；出版物批发；出版物 印刷；文件、资料等其他印刷品印刷；食品用纸包装、容器制品生产。（依法须经批准的项目，经相关 部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）技术服务、技术开 发、技术咨询、技术交流、技术转让、技术推广；信息技术咨询服务；物联网技术研发；印刷专用设备 制造；复印和胶印设备制造；办公服务；纸制造；包 ...

经济观察网2026年2月6日，京华激光（603607）核心客户卡游正式宣布成为2026年春晚独家卡牌合作伙 伴，这一事件可能对短期市场情绪产生积极影响。同时，公司文创业务持续拓展，2024年该业务营收同 比增长240.83%至约1.85亿元，成为增长新引擎。 股票近期走势 近7天京华激光股价呈现波动态势：2月6日涨停收盘于25.47元，单日涨幅10.02%；随后几日调整，截至 2月13日收盘价为25.54元，近5日累计涨跌幅0.27%，区间振幅6.16%。资金面上，近5日主力资金净流入 4212.05万元，显示短期资金关注度较高。技术面显示当前股价接近布林带中轨24.54元，需关注支撑位 表现。 机构观点 部分分析指出，京华激光正从传统防伪供应商向"春晚卡牌+硬科技"复合标的转型，文创卡牌业务毛利 率接近38%，但需注意客户集中度(如对卡游的依赖)及IP热度波动风险。此外，公司微纳光学技术布局 (如晶圆级微透镜阵列研发)为长期增长提供想象空间，但当前营收贡献较小。 以上内容基于公开资料整理，不构成投资建议。 ...

Group 1 - The core viewpoint of the article is that Fulei New Materials (605488) has disclosed its fundraising situation, raising a total of 707 million yuan through a private placement of shares priced at 32.66 yuan per share [1] - The total number of shares issued is 21.6473 million, with a net fundraising amount of 692 million yuan after deducting related expenses [1] - The raised funds will be used for expanding production projects related to label printing materials, upgrading electronic-grade functional materials, enhancing the R&D center, and supplementing working capital, all aligned with the company's main business [1] Group 2 - A total of 16 investors participated in the issuance, including well-known institutions such as Huatai Asset Management, Caitong Fund Management, and Nord Fund Management, all subscribing to the shares in cash [1] - The total amount raised does not exceed the amount approved by the company's board and shareholders, and registered with the China Securities Regulatory Commission [1] - The shares subscribed by investors will be subject to a six-month transfer restriction from the end of the issuance, unless otherwise stipulated by laws and regulations [1]

Core Viewpoint - The company, Beijing Shengtong Printing Co., Ltd., has approved a total guarantee amount of up to 8.08 billion RMB for the year 2026, which represents 65.14% of its latest audited net assets [10]. Group 1: Guarantee Overview - The company plans to apply for a total credit limit of no more than 0.38 billion RMB from suppliers and no more than 7.7 billion RMB from banks for the year 2026 [2]. - Recently, the company provided a joint liability guarantee for its subsidiary, Shanghai Shengtong Times Printing Co., Ltd., with a credit limit of 10 million RMB from Ningbo Bank [2]. - The company also provided a joint liability guarantee for its subsidiary, Beijing Shengtong Packaging Printing Co., Ltd., with a credit limit of 5 million RMB from GF Bank [3]. Group 2: Subsidiary Information - Shanghai Shengtong Times Printing Co., Ltd. was established on May 7, 2012, with a registered capital of 200 million RMB [5]. - Beijing Shengtong Packaging Printing Co., Ltd. was established on September 15, 2011, with a registered capital of 60 million RMB [6]. - Beijing Lebole Education Technology Co., Ltd. was established on February 22, 2012, with a registered capital of 10 million RMB [8]. Group 3: Guarantee Agreement Details - The maximum guarantee amount for Shanghai Shengtong Times Printing Co., Ltd. is 10 million RMB, with a joint liability guarantee [12]. - The maximum guarantee amount for Beijing Shengtong Packaging Printing Co., Ltd. is 5 million RMB, also with a joint liability guarantee [12]. - The guarantee for Beijing Lebole Education Technology Co., Ltd. is 100,000 USD, provided as a general guarantee [12].

Company News - Geely Automobile reported total sales of 270,167 vehicles in January, representing a year-on-year growth of approximately 1% [3] - BYD's sales of new energy vehicles reached 210,051 units in January, with passenger car sales at 205,518 units [4] - Xpeng Motors delivered 20,011 new vehicles in January [5] - GAC Group produced 110,795 vehicles in January, a year-on-year decrease of 4.77%, while sales increased by 18.47% to 116,622 vehicles [6] - Seres achieved sales of 45,900 vehicles in January, marking a year-on-year increase of 104.85%, with new energy vehicle sales up 140.33% to 43,000 units [7] - NIO delivered 27,182 new vehicles in January, reflecting a year-on-year growth of 96.1% [8] - AITO delivered 40,016 new vehicles in January, a year-on-year increase of 83% [9] - Lantu delivered 10,515 vehicles in January, up 31% year-on-year [10] - Li Auto delivered 27,668 new vehicles in January [11] - Leap Motor delivered 32,059 vehicles in January, representing a year-on-year growth of 27% [12] - Hongmeng Zhixing delivered a total of 57,915 vehicles in January, with a year-on-year increase of 65.6% [13] - Xiaomi Auto delivered over 39,000 vehicles in January [14] Stock and Financial Updates - Jiamei Packaging announced that its stock price increased by 408.11% from December 17, 2025, to January 23, 2026, which diverged from the company's fundamentals. The company expects a net profit of 85.44 million to 104.42 million yuan for 2025, a decline of 53.38% to 43.02% year-on-year. The stock will resume trading on February 2 [14] - Fenglong Co. completed its stock trading suspension review and will resume trading on February 2 [14] - Aoshikang plans to issue convertible bonds to raise up to 1 billion yuan for a high-end printed circuit board project, which aims to enhance product competitiveness and meet growing market demand [14] - China Mobile, China Unicom, and China Telecom announced that the VAT rate for certain telecommunications services will increase from 6% to 9% starting January 1, 2026, which will impact their revenue and profits [15] - Jerry Holdings signed a gas turbine generator sales contract worth 182 million USD (approximately 1.26 billion yuan) with a U.S. client, marking the fourth such contract since November 2025 [15] - Yanzhou Coal Mining announced the public transfer of 100% equity in Inner Mongolia Xintai Coal Co., with a starting price of 670 million yuan, which may significantly impact the company's net profit for 2026 [15]

Core Viewpoint - The report highlights a decline in the export value of China's printing and recording media copying industry, indicating potential challenges for companies in this sector [1]. Industry Summary - By December 2025, the export value of the printing and recording media copying industry in China is projected to be 5.19 billion yuan, reflecting a year-on-year decrease of 5.5% [1]. - The cumulative export value for the entire year of 2025 is expected to reach 59.96 billion yuan, which represents a year-on-year decline of 3.2% [1]. - A statistical chart from 2019 to 2025 illustrates the trends in export value for the printing and recording media copying industry [1]. Company Summary - Listed companies mentioned include Zhuhai Zhongfu (000659), Shaanxi Jinye (000812), Yongxin Co., Ltd. (002014), Donggang Co., Ltd. (002117), Jinjia Co., Ltd. (002191), Hexing Packaging (002228), Haishun New Materials (300501), Longlide (300883), Shanghai Ailu (301062), Xiyue Zhixing (301198), Jinghua Laser (603607), Dashengda (603687), Fangda New Materials (838163), Hujing Materials (870204), and Zhongrong Co., Ltd. (301223) [1].

经营范围含许可经营项目：包装装潢印刷品印刷；文件、资料等其他印刷品印刷；印刷品装订服务；出 版物印刷；特定印刷品印刷（许可经营项目凭许可证件经营）一般经营项目：打字复印；办公设备耗材 销售；复印和胶印设备销售（经营范围中的一般经营项目依法自主开展经营活动，通过国家企业信用信 息公示系统（海南）向社会公示） 天眼查显示，近日，海南荣桓印刷有限公司成立，法定代表人为黄海波，注册资本300万人民币，由海 南绍溥企业管理有限公司全资持股。 序号股东名称持股比例1海南绍溥企业管理有限公司100% 来源：市场资讯 企业名称海南荣桓印刷有限公司法定代表人黄海波注册资本300万人民币国标行业制造业>印刷和记录 媒介复制业>装订及印刷相关服务地址海南省琼海市嘉积镇嘉博路东侧铺仔村段海城时代广场S10号楼1 层114铺企业类型有限责任公司（非自然人投资或控股的法人独资）营业期限2026-1-21至无固定期限登 记机关海南省市场监督管理局 ...

Group 1 - The core viewpoint of the article highlights the growth in the printing and recording media replication industry in China, with an increase in the number of enterprises in this sector [1] - As of January-November 2025, there are 7,130 enterprises in the printing and recording media replication industry, which is an increase of 117 enterprises compared to the same period last year, representing a year-on-year growth of 1.67% [1] - The printing and recording media replication industry accounts for 1.36% of the total industrial enterprises in China [1] Group 2 - The report referenced is the "2026-2032 China Printing Industry Market Special Survey and Investment Prospect Analysis Report" published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in deep industry research and providing comprehensive consulting services for investment decisions [1]

Core Viewpoint - Zhejiang Fulai New Materials Co., Ltd. has received approval from the China Securities Regulatory Commission (CSRC) for a stock issuance to specific investors, with a total fundraising amount not exceeding 707 million yuan [2][2]. Group 1: Regulatory Approval - The CSRC has granted approval for Fulai New Materials' application to issue stocks to specific investors, valid for 12 months from the date of approval [2][2]. - The company will proceed with the stock issuance in accordance with the approval document and relevant laws, as well as the authorization from the shareholders' meeting [2][2]. Group 2: Fundraising Purpose - The net proceeds from the stock issuance, after deducting issuance costs, are intended for investment in projects including the expansion of label printing materials, upgrading electronic-grade functional materials, enhancing the R&D center, and supplementing working capital [2][2]. - The company believes that these fundraising projects will help seize market opportunities, expand business scale, achieve industrial upgrades, and enhance core competitiveness and sustainable development capabilities, indicating a positive market outlook and economic benefits [2][2].