截至9月30日，顺灏股份股东户数4.39万，较上期减少4.61%；人均流通股24123股，较上期增加4.83%。 2025年1月-9月，顺灏股份实现营业收入8.99亿元，同比减少20.57%；归母净利润6731.90万元，同比增 长20.29%。 分红方面，顺灏股份A股上市后累计派现4.27亿元。近三年，累计派现6881.28万元。 1月12日，顺灏股份盘中上涨2.02%，截至11:10，报22.75元/股，成交34.40亿元，换手率14.53%，总市 值241.15亿元。 顺灏股份今年以来股价涨24.11%，近5个交易日涨28.46%，近20日涨56.90%，近60日涨220.42%。 今年以来顺灏股份已经3次登上龙虎榜，最近一次登上龙虎榜为1月8日，当日龙虎榜净买入2.09亿元； 买入总计6.20亿元 ，占总成交额比9.37%；卖出总计4.10亿元 ，占总成交额比6.20%。 资料显示，上海顺灏新材料科技股份有限公司位于上海市普陀区真陈路200号，成立日期2004年12月21 日，上市日期2011年3月18日，公司主营业务涉及真空镀铝纸、复膜纸、白卡纸、印刷品、烟用丙纤丝 束等产品的研发、生产、加工和销售 ...

Core Viewpoint - The stock of Shunhao Co., Ltd. has shown significant growth in recent trading sessions, with a notable increase in both price and trading volume, indicating strong market interest and potential investment opportunities [1][2]. Group 1: Stock Performance - On January 8, Shunhao's stock price increased by 4.83%, reaching 20.40 CNY per share, with a trading volume of 1.122 billion CNY and a turnover rate of 5.23%, resulting in a total market capitalization of 21.624 billion CNY [1]. - Year-to-date, Shunhao's stock has risen by 11.29%, with a 22.45% increase over the last five trading days, a 54.55% increase over the last 20 days, and a remarkable 187.32% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on January 7, where it recorded a net purchase of 133 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Shunhao achieved a revenue of 899 million CNY, representing a year-on-year decrease of 20.57%, while the net profit attributable to shareholders was 67.319 million CNY, reflecting a year-on-year increase of 20.29% [2]. - Cumulatively, since its A-share listing, Shunhao has distributed a total of 427 million CNY in dividends, with 68.8128 million CNY distributed over the past three years [3]. Group 3: Company Overview - Shunhao Co., Ltd., established on December 21, 2004, and listed on March 18, 2011, is located in Shanghai and specializes in the research, production, processing, and sales of various products, including vacuum aluminum-coated paper and printed materials [2]. - The company's main revenue sources include printed materials (48.07%), aluminum-coated paper (30.03%), and other products [2]. - Shunhao is classified under the light industry manufacturing sector, specifically in packaging and printing, and is associated with concepts such as green packaging and commercial aerospace [2].

然而该智能体在产业端的规模化应用，差点因为数据存储和隔离机制不明确等合规挑战被搁置。为此， 林哲仁找到数安港寻求帮助。 数安港是以数据安全与合规应用为基础，以数据要素市场化配置为重要探索任务的专业孵化器，2025年 发布了全国首部《人工智能模型开发合规指引》，助力数据合规向模型开发全生命周期转型。 随着黄色菌种原液注入发酵容器，一款注射用人生长激素上市前的最后一批次试验启动。1月2日，虽然 还在假期，但佰诺创睿（温州）生物科技有限公司车间依旧忙碌。这款药剂获批后将成为在温州首个落 地的商业化生产生物药。 从2023年入驻孵化器——中国基因药谷，到获得浙江省首张生物药领域的《药品生产许可证》C证，佰 诺创睿如今手握40多个来自全国各地的新药、改剂药品试验订单，这样的成长速度让该公司副总经理欧 阳冰洁很惊喜。 "1.8万平方米空间和生产试验设备，总投入3亿元，这对于初创企业来说无疑是天文数字。"欧阳冰洁边 带记者参观边介绍，"但这些都由基因药谷垫付，还提供了厂房代建、空间免租、基金融资对接等服 务。拎包入驻让我们能将资金更集中用于研发，缩短药物研发生产周期。"迄今，该孵化器引育的428家 企业贯通了产业链，累计储 ...

2026年第一季度，土耳其纸包装、生活用纸及造纸市场在政策驱动、消费升级与区域贸易重构的三重引 擎推动下，正加速向绿色化、智能化与功能化方向演进，各细分领域需求呈现差异化增长态势，形成覆 盖全产业链的百亿美元级市场格局。 政策强制升级成为纸包装市场扩容的核心推手。根据《包装废弃物管理法》与"绿色包装行动计划"， 2026年起所有纸包装必须含30%再生纤维，且40%的出口包装需通过FSC森林认证。这一政策直接催生 两大市场机遇： 其一，再生纤维需求激增推动废纸回收率从2015年的38%提升至2025年的52%，本土企业通过引入德国 分拣设备使废纸纯度达95%，支撑起年产360万吨瓦楞纸板的产能，为第一季度家电、电商等领域的包 装需求提供充足原料保障； 其二，FSC认证成为高端市场准入门槛，含农业废弃物（如秸秆、麦秆）的环保纸箱因溢价15%-20%， 在食品、日化等领域快速渗透。土耳其家电巨头与本土企业合作开发的秸秆浆纸箱，通过生物基材料替 代传统木浆，使进口依赖度降低40%，成为欧盟市场抢手货，预计第一季度出口量将同比增长25%。 消费需求迭代为市场注入持续动力。土耳其电商交易额从2022年的激增109%到20 ...

龙利得今年以来股价涨28.92%，近5个交易日涨1.17%，近20日跌0.72%，近60日涨5.18%。 资料显示，龙利得智能科技股份有限公司位于安徽省明光市工业园区体育路150号，成立日期2010年4月 2日，上市日期2020年9月10日，公司主营业务涉及专业从事瓦楞纸箱、纸板的研发、设计、生产和销 售,主要为食品饮料、日化家化、粮油、家居办公、电子器械、医药医疗等行业的客户提供包装产品和 服务,可根据客户的需求量身定制、设计综合包装方案,提供精细化服务。主营业务收入构成为：瓦楞包 装85.07%，环保纸袋5.77%，彩盒包装3.80%，工业用纸3.69%，其他1.60%，配套包装0.07%。 龙利得所属申万行业为：轻工制造-包装印刷-纸包装。所属概念板块包括：微盘股、小盘、融资融券、 增持回购、绿色包装等。 12月26日，龙利得盘中下跌2.12%，截至11:18，报6.91元/股，成交6269.50万元，换手率2.72%，总市值 23.91亿元。 资金流向方面，主力资金净流出420.55万元，特大单买入430.34万元，占比6.86%，卖出220.23万元，占 比3.51%；大单买入1106.19万元，占 ...

Group 1 - The core viewpoint of the news is that Shunhao Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 378.84% but a recent decline of 13.90% over the last five trading days [1] - As of December 25, the stock price of Shunhao Co., Ltd. was reported at 14.37 yuan per share, with a total market capitalization of 15.232 billion yuan [1] - The company has been active in the stock market, appearing on the "Dragon and Tiger List" 14 times this year, with the most recent appearance on December 23, where it recorded a net buy of -197 million yuan [1] Group 2 - Shunhao Co., Ltd. was established on December 21, 2004, and went public on March 18, 2011, focusing on the research, production, processing, and sales of various paper products [2] - The main business revenue composition includes printed products (48.07%), aluminum-coated paper (30.03%), and other categories such as composite paper and new tobacco [2] - As of September 30, the number of shareholders was 43,900, a decrease of 4.61% from the previous period, while the average circulating shares per person increased by 4.83% [2] Group 3 - Shunhao Co., Ltd. has distributed a total of 427 million yuan in dividends since its A-share listing, with 68.81 million yuan distributed over the past three years [3]

Investment Rating - The report maintains a "Hold" rating for the company, indicating a projected relative performance between 10% and 20% over the next six months [6][19]. Core Insights - The report highlights the impact of Mexico's proposed tariffs on 1,463 products from non-free trade countries, including China, which will increase import costs and encourage local sourcing [3][4]. - The company is positioned to benefit from the structural trend of localized supply and supply chain migration, with significant overseas operations in Mexico, Vietnam, Thailand, and Malaysia [4]. - The company's overseas sales revenue is projected to grow by 34.5% year-on-year in 2024, contributing to a higher gross margin compared to domestic sales [4]. - The company emphasizes a light asset expansion model, maintaining a high dividend payout ratio, with projected cash dividends of 874 million yuan in 2024, resulting in a dividend yield of 15.95% [5]. Financial Projections - Revenue growth rates are forecasted at 7%, 15%, and 18% for 2025, 2026, and 2027, respectively, with net profit growth rates of 18%, 31%, and 22% [6]. - The earnings per share (EPS) are expected to be 0.22 yuan, 0.28 yuan, and 0.35 yuan for the years 2025, 2026, and 2027, respectively [6]. - The current stock price corresponds to a price-to-earnings (P/E) ratio of 13.7x for 2026, indicating a favorable safety margin and highlighting the company's dividend value [6].

Group 1 - The report emphasizes the trend of globalization in supply chains, indicating that Chinese companies are entering a new phase of overseas operations, leading to intensified competition and accelerated market share concentration [5][26][60] - The report highlights the advantages of Chinese design and R&D capabilities combined with global supply chain layouts, enabling some companies to transition towards brand exports [6][60] - There are structural investment opportunities in domestic retail, particularly in new AI hardware growth sectors and high-margin emotional consumption products, such as pet products and domestic brands [7][60] Group 2 - The packaging industry is experiencing a global supply chain shift, with leading companies enhancing their market share by aligning with downstream customer trends [7][12] - The report notes that the paper packaging sector has seen a decline in scale and profitability since 2021, but companies like Yutong Technology are maintaining their competitive edge and market share [13][22][23] - The report discusses the expected recovery in the metal packaging industry, driven by policy changes and industry consolidation, which may enhance profitability [8][53][56] Group 3 - The home furnishing sector is positioned at a valuation bottom with high dividend safety, as the real estate market stabilizes and demand for second-hand and replacement housing increases [8][12] - The report identifies opportunities for business expansion and mergers and acquisitions as companies seek to establish new growth trajectories [9][12] - The report highlights the importance of self-owned brands in the home furnishing sector, which have been increasingly developed since 2018 due to trade tensions [7][12]

12月2日，众鑫股份盘中下跌2.00%，截至13:25，报73.86元/股，成交895.30万元，换手率0.39%，总市 值75.51亿元。 众鑫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：节能环保、社保重仓、跨 境电商、高派息、融资融券等。 截至11月20日，众鑫股份股东户数4027.00，较上期增加5.86%；人均流通股7652股，较上期减少 5.54%。2025年1月-9月，众鑫股份实现营业收入10.56亿元，同比减少8.07%；归母净利润1.98亿元，同 比减少16.16%。 分红方面，众鑫股份A股上市后累计派现9814.92万元。 机构持仓方面，截止2025年9月30日，众鑫股份十大流通股东中，广发稳健增长混合A（270002）、广 发睿阳三年定开混合（501070）、汇添富外延增长主题股票A（000925）、汇添富成长焦点混合 （519068）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流入2.97万元，大单买入73.62万元，占比8.22%，卖出70.65万元，占比 7.89%。 众鑫股份今年以来股价涨61.16%，近5个交易日涨1.97%，近20日 ...

Company Overview - Longlide Smart Technology Co., Ltd. is located in Mingguang City, Anhui Province, and was established on April 2, 2010. The company was listed on September 10, 2020. Its main business involves the research, design, production, and sales of corrugated cartons and paperboards, primarily serving industries such as food and beverage, daily chemicals, grain and oil, home and office, electronic equipment, and medical care [1][2]. Financial Performance - As of November 20, 2023, Longlide achieved an operating revenue of 643 million yuan for the period from January to September 2025, representing a year-on-year growth of 12.68%. However, the net profit attributable to the parent company was 359,500 yuan, a significant decrease of 93.05% year-on-year [2]. - Since its A-share listing, Longlide has distributed a total of 13.78 million yuan in dividends, with 6.86 million yuan distributed over the past three years [3]. Stock Performance - On November 27, 2023, Longlide's stock price increased by 2.09%, reaching 6.84 yuan per share, with a trading volume of 22.10 million yuan and a turnover rate of 0.99%. The total market capitalization stood at 2.367 billion yuan [1]. - Year-to-date, Longlide's stock price has risen by 27.61%. However, it has experienced a decline of 3.25% over the last five trading days, with a 2.70% increase over the past 20 days and a 4.27% increase over the past 60 days [1]. Shareholder Information - As of November 20, 2023, Longlide had 17,000 shareholders, a decrease of 4.25% from the previous period. The average number of circulating shares per person increased by 4.44% to 19,491 shares [2]. Industry Classification - Longlide belongs to the Shenyin Wanguo industry classification of light industry manufacturing, specifically in the packaging and printing sector, focusing on paper packaging. The company is also associated with concepts such as small-cap stocks, green packaging, and share buybacks [2].