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“12810”:从一串密码看杭州智造
Hang Zhou Ri Bao· 2025-10-10 02:35
杭州制造企业不断转型升级、拥抱智能。多年来,杭州走出了一条从"机器换人""工厂物联网""企 业上云"到"未来工厂"的制造业数字化转型之路,已经形成了覆盖大中小企业、部省市三级标杆荣誉的 智能制造梯度培育体系。截至目前,全市国家层面已累计获评卓越级智能工厂12个、工业互联网试点示 范项目17个、新一代信息技术与制造业融合发展试点示范6个、智能制造试点示范工厂揭榜单位和优秀 场景15个、人工智能赋能新型工业化典型案例13个。 国家智能工厂梯度培育分为基础级、先进级、卓越级和领航级4个层级,目标是培育我国自主品牌 的智能工厂评价体系,打造智能制造"升级版"。获评国家卓越级智能工厂,意味着企业在智能制造水平 上达到行业领先,并在人工智能应用、系统集成和价值创造等方面成效显著。 在大胜达的纸包装生产设计一体化智能工厂,数字化正推动生产模式发生质的飞跃。工厂有一串纸 包装生产制造"密码"——"12810",代表产品销售"1小时订单需求响应、2小时接单,8小时产线投产, 10小时订单交付"。 该工厂还打造了15个智能制造典型场景,贯穿工厂建设、研发设计、生产作业、运营管理等环节。 例如,面对客户对纸箱规格、材质、印刷图案等 ...
环球印务涨2.25%,成交额2459.68万元,主力资金净流入75.91万元
Xin Lang Cai Jing· 2025-09-30 03:27
Company Overview - Xian Global Printing Co., Ltd. is located in Xi'an High-tech Zone, Shaanxi Province, established on June 28, 2001, and listed on June 8, 2016 [2] - The company primarily engages in the design, production, and sales of pharmaceutical paper box packaging products, along with wine, food color boxes, and corrugated cardboard packaging [2] - The revenue composition includes: 48.31% from pharmaceutical and other paper boxes, 35.90% from printing packaging supply chain, 15.04% from internet digital marketing, and 0.75% from sales of scrap materials and property leasing [2] Financial Performance - As of June 30, 2025, the company reported a revenue of 439 million yuan, a year-on-year decrease of 43.53%, and a net profit attributable to shareholders of -3.72 million yuan, a year-on-year decrease of 109.85% [2] - The company has cumulatively distributed 72.57 million yuan in dividends since its A-share listing, with 17.92 million yuan distributed over the last three years [3] Stock Performance - On September 30, the stock price increased by 2.25%, reaching 8.18 yuan per share, with a total market capitalization of 2.618 billion yuan [1] - Year-to-date, the stock price has risen by 7.92%, with a 3.41% increase over the last five trading days, but a decline of 1.80% over the last 20 days and 5.21% over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on August 4, where it recorded a net buy of -7.94 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 9.96% to 24,200, with an average of 13,251 circulating shares per person, a decrease of 9.06% [2] - Among the top ten circulating shareholders, Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) is the seventh largest, holding 1.4071 million shares, an increase of 177,100 shares compared to the previous period [3]
裕同科技跌2.00%,成交额1462.14万元,主力资金净流入26.71万元
Xin Lang Cai Jing· 2025-09-30 02:10
Core Viewpoint - Yutong Technology's stock price has shown a slight increase this year, with a notable rise over the past 60 days, indicating a positive trend in the company's market performance [2]. Company Overview - Yutong Technology, established on January 15, 2002, and listed on December 16, 2016, is located in Shenzhen, Guangdong Province. The company specializes in the research, design, production, and sales of paper printing and packaging products [2]. - The main revenue composition includes: 69.34% from paper boutique packaging, 16.47% from packaging supporting products, 7.42% from environmentally friendly paper-plastic products, 4.82% from other products, and 1.95% from supplementary sources [2]. Financial Performance - For the first half of 2025, Yutong Technology achieved an operating income of 7.876 billion yuan, representing a year-on-year growth of 7.10%. The net profit attributable to shareholders was 554 million yuan, with a year-on-year increase of 11.42% [2]. - Since its A-share listing, Yutong Technology has distributed a total of 3.790 billion yuan in dividends, with 2.404 billion yuan distributed over the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Yutong Technology was 13,600, an increase of 10.65% from the previous period. The average circulating shares per person decreased by 9.62% to 38,218 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 20.155 million shares, a decrease of 13.9622 million shares from the previous period. Southern CSI 500 ETF increased its holdings by 686,800 shares to 5.5453 million shares [3].
9月29日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-29 10:45
Group 1 - Yinglian Co., Ltd. expects a net profit increase of 1531.13% to 1672.97% year-on-year for the first three quarters of 2025, with projected revenue of 1.63 billion to 1.65 billion yuan, a growth of 9.49% to 10.83% [1] - Meixin Sheng plans to reduce its shareholding by no more than 1% through centralized bidding and block trading [1] - Huayin Technology signed two sales contracts totaling 402 million yuan, with one contract for special functional materials and another for research project materials [3] Group 2 - Shen Highways reported a total toll revenue of 114 million yuan for August [5] - Dash Smart signed a contract worth 113 million yuan for a smart hospital project [7] - Tianbang Food received an administrative regulatory measure decision from the China Securities Regulatory Commission for failing to disclose information in a timely manner [8] Group 3 - Fashilong plans to invest 250 million yuan to establish a wholly-owned subsidiary focused on AI applications and cloud computing [10] - Junpu Intelligent received a government subsidy of 20 million yuan, accounting for 243.97% of its audited net profit for 2024 [11] - Longyun Co. plans to apply for a bank credit limit of 32 million yuan [12] Group 4 - Yifan Pharmaceutical's subsidiary received acceptance for a drug registration application for a medication used to lower phenylalanine levels in patients [12] - Rundu Co. received a drug registration certificate for a hypertension medication [13] - Huahai Qingke elected a new employee director and appointed a new vice president [17] Group 5 - Wanyi Technology received a government subsidy of 173,000 yuan [19] - Haizheng Pharmaceutical's tacrolimus capsules passed the consistency evaluation for generic drugs [20] - Pulaike's new veterinary vaccine received registration certification [22] Group 6 - Boguang New Materials signed a major sales contract estimated at 4.3 billion to 5 billion yuan for nickel powder products [41] - Electric Soul Network announced plans for shareholders to reduce their holdings by up to 1.63% [42] - Jin Haitong's shareholders plan to reduce their holdings by up to 3% [44]
9月25日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-25 10:18
Group 1 - China Communications Signal (中国通号) won four significant railway projects with a total bid amount of approximately 1.36 billion yuan, accounting for about 4.19% of the company's audited revenue for 2024 [1] - China Railway (中国中铁) secured 11 major engineering projects with a total bid price of approximately 50.215 billion yuan, representing about 4.34% of the company's audited revenue for 2024 [2] - China Merchants Energy (招商轮船) received two new ships, including a 175,000 cubic meter LNG carrier and an 82,000-ton bulk carrier, expanding its fleet to 27 LNG vessels and 103 bulk carriers [3][4] Group 2 - North Medical (北大医药) obtained a drug registration certificate for Apremilast tablets, used for treating moderate to severe plaque psoriasis in adults [5] - Jihong Co. (吉宏股份) projected a net profit increase of 55%-65% year-on-year for the first three quarters of 2025, estimating a profit of 209 million to 222 million yuan [6] - Dongjie Intelligent (东杰智能) signed a framework agreement with a Malaysian construction company for an automated warehousing project valued at approximately 3.387 billion yuan [9] Group 3 - New Link Electronics (新联电子) won a procurement project from the State Grid with a total bid amount of 55.7756 million yuan [10] - Macro Construction (宏润建设) is expected to be awarded an EPC project with a bid price of 1.36 billion yuan [12] - Huakang Clean (华康洁净) secured a project for medical purification engineering with a bid price of 136 million yuan [22] Group 4 - New Nuo Wei (新诺威) received approval for clinical trials of its monoclonal antibody injection for Alzheimer's disease [23] - Changgao Electric (长高电新) won multiple procurement projects from the State Grid with a total bid amount of 313 million yuan, accounting for 17.77% of the company's audited revenue for 2024 [24] - Tian Shili (天士力) received approval for clinical trials of TSL2109 capsules for late-stage solid tumors [25] Group 5 - China Giant (中国巨石) announced a share buyback plan to repurchase 30 million to 40 million shares at a price not exceeding 22 yuan per share [48] - Dalong Real Estate (大龙地产) is in the process of acquiring a 60% stake in Beijing Chengzhu Real Estate Company [50]
大胜达(603687.SH):没有为宇树机器人提供外包装服务,但与核心零配件厂家建立了合作关系
Ge Long Hui· 2025-09-25 07:50
格隆汇9月25日丨大胜达(603687.SH)在投资者互动平台表示,公司主营业务主要从事纸包装产品的研 发、生产、印刷和销售、主要产品涵盖瓦楞纸箱纸板、高端酒包、精品烟包等。截至目前,公司没有为 宇树机器人提供外包装服务,但与核心零配件厂家建立了合作关系。 ...
集友股份涨2.03%,成交额1.61亿元,主力资金净流出951.94万元
Xin Lang Cai Jing· 2025-09-25 03:33
Company Overview - Jiyou Co., Ltd. is located in Taihu County Economic Development Zone, Anqing City, Anhui Province, established on September 15, 1998, and listed on January 24, 2017. The company specializes in the research, production, and sales of cigarette packaging paper, sealing paper, cigarette labels, and aluminum foil products. The main business revenue composition is 96.85% from packaging printing products and 3.15% from others [1]. Stock Performance - On September 25, Jiyou's stock price increased by 2.03%, reaching 13.55 CNY per share, with a trading volume of 161 million CNY and a turnover rate of 2.30%, resulting in a total market capitalization of 7.107 billion CNY [1]. - Year-to-date, Jiyou's stock price has risen by 116.45%, with a 19.28% increase over the last five trading days, 37.84% over the last 20 days, and 44.15% over the last 60 days [1]. - The company has appeared on the daily trading leaderboard seven times this year, with the most recent appearance on September 22, where it recorded a net purchase of 4.642 million CNY [1]. Financial Performance - For the first half of 2025, Jiyou reported an operating income of 10.4 million CNY, a year-on-year decrease of 63.38%. The net profit attributable to shareholders was -1.3871 million CNY, showing a year-on-year increase of 97.99% [2]. - Since its A-share listing, Jiyou has distributed a total of 325 million CNY in dividends, with 75.3878 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, Jiyou had 14,400 shareholders, a decrease of 4.94% from the previous period, with an average of 36,435 circulating shares per shareholder, an increase of 5.20% [2].
大胜达跌2.01%,成交额7116.37万元,主力资金净流出262.31万元
Xin Lang Zheng Quan· 2025-09-24 02:34
Company Overview - Zhejiang Dashengda Packaging Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on November 22, 2004. The company was listed on July 26, 2019. Its main business involves the research, production, printing, and sales of corrugated cartons and paperboards, providing comprehensive paper packaging solutions including design, research, testing, production, inventory management, and logistics [2]. Business Performance - For the first half of 2025, Dashengda achieved operating revenue of 1.025 billion yuan, representing a year-on-year growth of 4.77%. The net profit attributable to the parent company was 59.1465 million yuan, reflecting a year-on-year increase of 22.30% [2]. - The revenue composition of the main business includes: 55.26% from carton and paperboard products, 25.19% from cigarette labels, 13.41% from wine packaging, 3.82% from other products, 1.82% from biodegradable paper pulp eco-friendly tableware, and 0.50% from high-end equipment [2]. Stock Performance - On September 24, Dashengda's stock price decreased by 2.01%, trading at 9.27 yuan per share with a total market capitalization of 5.099 billion yuan. The stock has increased by 28.18% year-to-date, with a 4.86% rise over the last five trading days, 18.39% over the last 20 days, and 24.93% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on January 27, where it recorded a net buy of -982,600 yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Dashengda was 21,100, a decrease of 2.54% from the previous period. The average circulating shares per person increased by 2.60% to 26,119 shares [2]. - The company has distributed a total of 118 million yuan in dividends since its A-share listing, with 68.981 million yuan distributed over the past three years [3].
包装出海系列专题(一):纸包装出海大势所趋,看好龙头先发优势和盈利结构优化
Changjiang Securities· 2025-09-24 00:39
Investment Rating - The report maintains a "Positive" investment rating for the paper packaging industry, indicating an expectation of better performance compared to the relevant market index over the next 12 months [10]. Core Insights - The paper packaging market in China is characterized by low concentration, intense competition, and low profit margins. Leading companies possess better customer resources and capabilities for international expansion, with overseas revenue growth outpacing domestic growth. The report anticipates a 2-3 year period of overseas investment dividends, driven by the first-mover advantage of leading companies, strong customer bases, and funding advantages [2][6][25]. Summary by Sections Background: Supply Chain Transition and Advantages of Leading Companies - The trend of paper packaging companies expanding overseas is evident, with leading firms showing higher overseas revenue growth compared to domestic figures. For instance, in the first half of 2025, Yutong's overseas revenue grew by 27% while domestic revenue declined by 2%. Similarly, Meiyingsen's overseas revenue increased by 39% while domestic revenue fell by 6% [6][16]. - The competitive landscape in China's paper packaging market is fragmented, with a CR5 of approximately 15%. Leading companies like Yutong hold about 6% market share, facing pressure from smaller firms employing aggressive pricing strategies [7][25]. Outlook: Increased Overseas Revenue Share and Optimized Profit Structure - The profitability of domestic leading paper packaging companies is higher than that of local competitors in markets like India. For example, Yutong's net profit margin of 21.7% in the first half of 2024 surpassed that of TCPL, India's largest folding carton producer, which had a net profit margin of about 8% [8][33]. - The report highlights that overseas markets present opportunities for premium pricing due to supply-demand mismatches, particularly in emerging manufacturing bases where local companies struggle to meet the quality and compliance standards required by multinational brands [9][46]. Competitive Advantages of Leading Companies - Leading companies have established multiple overseas bases, enhancing their ability to meet customer needs and reduce delivery times. For instance, Yutong has set up 10 overseas bases in countries like Vietnam and India [28]. - The report emphasizes the importance of technological advantages, funding capabilities, and compliance with international standards, which smaller firms often lack. Leading companies can leverage their established relationships with major clients to mitigate risks associated with international expansion [32][28].
集友股份涨2.02%,成交额1.20亿元,主力资金净流出1050.07万元
Xin Lang Zheng Quan· 2025-09-19 02:39
9月19日,集友股份盘中上涨2.02%,截至10:34,报11.59元/股,成交1.20亿元,换手率2.03%,总市值 60.79亿元。 分红方面,集友股份A股上市后累计派现3.25亿元。近三年,累计派现7538.78万元。 资金流向方面,主力资金净流出1050.07万元,特大单买入775.73万元,占比6.44%,卖出2008.98万元, 占比16.68%;大单买入3423.19万元,占比28.43%,卖出3240.01万元,占比26.91%。 集友股份今年以来股价涨85.14%,近5个交易日跌0.52%,近20日涨18.14%,近60日涨23.82%。 资料显示,安徽集友新材料股份有限公司位于安徽省安庆市太湖县经济开发区,成立日期1998年9月15 日,上市日期2017年1月24日,公司主营业务涉及从事烟用接装纸、烟用封签纸、烟标产品及电化铝的 研发、生产及销售。主营业务收入构成为:包装印刷品96.85%,其他3.15%。 集友股份所属申万行业为:轻工制造-包装印刷-纸包装。所属概念板块包括:烟标、储能、电子烟、融 资融券、小盘等。 截至6月30日,集友股份股东户数1.44万,较上期减少4.94%;人均流 ...