证券代码：300260 证券简称：新莱应材 昆山新莱洁净应用材料股份有限公司投资者关系活动记录表 编号：2025-005 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他（电话会议） | | | 南方基金：何典鸿、马玉俊、张一鸣； 深圳证券信息有限公司：张清然、陶海青； | | 参与单位名称及 | 华泰证券：桂旭日、吴骏、杨雪纯、姚雯婷、杨子健、张强、 | | 人员姓名 | 吕建富、陈星哲、王锐、许鑫、浦凯琪； | | | 郑良奎、邵晓章、张顺、程建中、陶前南、洪海明、储宇华、 | | | 顾贡 、尤徐一、李爱军 | | 时间 | 2025 年 11 月 20 日 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事长李水波先生 | | | 副总经理、董事会秘书朱孟勇先生 | | 员姓名 | 财务总监黄世华先生 | | 投资者关系活动 | 1、公司业务介绍 新莱应材主营业务之一为洁净应用材料和高纯及超高纯 | | 主要内容介绍 | 应用材料的研 ...

中新社海口11月19日电 (万芳 彭伟艳)海口海关19日发布数据显示，今年前10个月海口海关共为企业签 发中国—东盟自贸协定原产地证书2434份，同比增长26.8%；货值超22.36亿元(人民币，下同)，同比增 长33.2%。 中国—东盟自贸协定是海南企业出口的主要享惠渠道。近年来，越来越多的"海南制造"借助原产地证书 对接东盟市场。 格锐泰克(海南)投资有限公司主要向东南亚多国出口食品包装产品。企业负责人说，目前已申领51份中 国—东盟自贸协定原产地证书，享受到"零关税"优惠，累计减免关税约23.6万元。 海口海关数据还显示，今年前10个月，海口海关共签发各类出口原产地证书12805份，货值75.43亿元， 同比分别增长3.9%和11.3%。这份被誉为国际贸易"纸黄金"的凭证，正借助自贸港政策与多边自贸协定 的叠加效应，进一步推动"海南制造"开拓全球市场。 海口海关介绍，为了让政策红利惠及企业，海关详解协定规则与申领流程。大力推广智能审核、自助打 印等便利化措施，企业"足不出户"即可申领证书，实现签证全流程"零延时"。(完) 来源：中国新闻网 【东盟专线】海口海关签发中国—东盟原产地证书保持高速增长 编辑： ...

Core Viewpoint - Jiangyin Chengshengxu Technology Co., Ltd. has been established with a registered capital of 3 million RMB, focusing on various production and sales activities in the packaging and materials industry [1] Company Overview - The legal representative of Jiangyin Chengshengxu Technology Co., Ltd. is Chen Lu [1] - The company has a registered capital of 3 million RMB [1] Business Scope - The company is involved in the production of food-grade plastic packaging containers and tools [1] - It also produces packaging materials and containers for hazardous chemicals, subject to regulatory approval [1] - General business activities include investment activities, sales of construction materials, lightweight building materials, metal materials, hardware products, machinery equipment, and various consumer goods [1] - The company engages in the sale of chemical products (excluding licensed chemical products), communication equipment, office supplies, sports goods, and daily necessities [1] - It is involved in the manufacturing of plastic products, including plastic packaging boxes and containers [1] - The company provides technical services, development, consulting, and technology transfer [1] - It also handles import and export activities, including agency services [1]

Core Viewpoint - The establishment of Henan Xuanmei Drinking Water Technology Co., Ltd. indicates a growing focus on water production and related technologies in the region [1] Company Summary - Henan Xuanmei Drinking Water Technology Co., Ltd. was recently founded with a registered capital of 3.7 million RMB [1] - The legal representative of the company is Yang Wenzhong [1] - The company’s business scope includes general projects such as resource recycling technology research and development, sales of plastic packaging containers for food, and sales of metal packaging containers and materials [1] Industry Summary - The company is involved in various licensed projects including tap water production and supply, beverage production, food sales, and production of food-related packaging [1] - The operations are subject to approval from relevant authorities, indicating a regulated environment for food and beverage production [1]

Policy Insights - China's Ministry of Ecology and Environment emphasizes the need for a $1.3 trillion financing roadmap ahead of COP30, highlighting the importance of international cooperation and funding commitments from developed countries [2][3] - The report indicates that developing countries are dissatisfied with the $300 billion annual target set at COP29, calling for more substantial commitments from developed nations [2] Market Dynamics - The average trading price of green certificates increased by 210% in Q3 compared to Q1, reflecting a robust growth in the green certificate market, with a total trading volume of 529 million certificates from January to September, a year-on-year increase of 110% [4] - The shift from a policy-driven to a value-driven green certificate market indicates a genuine increase in corporate demand for clean electricity [5] Local Initiatives - Guangzhou's new guidelines promote sustainable residential development, mandating the use of green building materials and energy-efficient appliances, with a minimum of 20% green material usage [8][9] Corporate Practices - Lenovo Group signed a strategic cooperation agreement with Xi'an New Area to develop a zero-carbon city, focusing on eight key areas including infrastructure and energy management through AI technology [13] - Tetra Pak's Kunshan facility has achieved carbon neutrality, becoming the first carbon-neutral production base in China for the company, showcasing a viable path for multinational manufacturers to achieve operational carbon neutrality [14]

Core Viewpoint - The company is navigating a challenging external environment in the beverage industry while focusing on internal improvements, cost control, and expanding its service platform to adapt to market trends and consumer demands [5][6][7]. Financial Performance - In the first three quarters of 2025, the company faced a significant decline in performance compared to the same period last year, yet maintained stability at the average level typical for a "small year" in the beverage industry [5]. - The company has effectively reduced reliance on its largest customer, indicating a positive shift in its business and customer structure [5][7]. Business Strategy - The company is advancing its "full industry chain beverage service" platform, which has begun to generate sustainable incremental orders from new customers and markets [6]. - The platform strategy covers a variety of popular beverage categories, including emerging brands and traditional beverage giants, enhancing customer loyalty and creating new growth opportunities [6]. Market Expansion - The company is actively expanding its export business in new markets, such as Vietnam, focusing on three-piece tin beer cans and two-piece aluminum cans [5][6]. - There has been notable progress in cross-selling among traditional core customers in various beverage segments, compensating for declines in traditional gift demand [6]. Governance Changes - The company has proposed to abolish the supervisory board, transferring its responsibilities to the audit committee of the board of directors, which requires approval at the upcoming shareholder meeting [96][97]. - Changes to the company's capital structure and amendments to the articles of association are also on the agenda, reflecting adjustments in governance and operational strategy [96][97].

Group 1 - The article highlights the enforcement actions taken by various market regulatory authorities across China to address product quality violations, ensuring consumer rights are protected [1][2][3][4][5][6] - Specific cases include the production of non-compliant waterproof materials by Liaoning Chentai Waterproof Technology Co., Ltd., resulting in a fine of 35,736 yuan [1] - Shanghai Tongying Footwear Co., Ltd. faced penalties for selling unqualified children's shoes, with a total value of 21,900 yuan and a fine of 17,520 yuan [2] - A case in Sichuan involved the production and sale of non-compliant paper bowls, leading to a fine of 12,000 yuan [3] - In Guizhou, a company was penalized for selling modified electric bicycles, resulting in a fine of 10,000 yuan [4][5] - Anhui Qiansen New Materials Technology Co., Ltd. was found to be selling foam concrete insulation boards as foam glass, incurring a fine of 25,380 yuan [5][6] Group 2 - The article emphasizes the importance of compliance with the Product Quality Law of the People's Republic of China, which mandates adherence to established standards [1][2][3][4][5][6] - Regulatory actions include fines, confiscation of non-compliant products, and orders to cease production or sales of the offending items [1][2][3][4][5][6] - The cases illustrate a broader effort by market regulators to enhance product safety and quality across various industries, including construction materials and consumer goods [1][2][3][4][5][6]

Core Insights - New Tianli Technology Co., Ltd. is set to undergo an IPO review at the Beijing Stock Exchange on September 30, 2025, marking a significant milestone in its development and indicating broader growth opportunities in the food packaging sector [1] Company Overview - Established in 2005, New Tianli has built a strong position in the food packaging industry, with its headquarters in Taizhou, Zhejiang Province, and six production bases employing nearly 1,500 staff, including over 400 technical personnel [1] - The company specializes in the design, research, production, and sales of food containers, offering a comprehensive range of packaging solutions across various sectors, including industrial, agricultural, and service industries [1] - New Tianli has received multiple honors, including the title of National High-tech Enterprise and Zhejiang Province's Famous Trademark, reflecting its past achievements and future potential [1] Quality Control - The company prioritizes quality control as a vital aspect of its development, implementing a comprehensive quality prevention and control system that includes source control, process control, shipment assurance, and microbiological control [2] - Regular product testing by quality supervision departments ensures compliance with national food safety standards, providing safe and reliable packaging solutions for consumers [2] Innovation and R&D - New Tianli has established a leading microbiological laboratory and invested in high-precision testing equipment, supported by a team of experienced professionals for continuous technological innovation and product development [2] - The company offers integrated innovative packaging solutions, including brainstorming, market insights, and product development, while also maintaining a full design team for functional and market-oriented product designs [2] Technological Advantages - The company possesses advanced technologies such as high-stretch, ultra-thick multi-layer co-extrusion, printing positioning forming, and film labeling, catering to diverse customer needs [3] - The introduction of high-precision mold technology ensures high-quality and efficient production, enhancing the company's competitive edge in the market [3] Future Outlook - As the IPO date approaches, New Tianli is optimistic about its prospects in the capital market, aiming to continue its mission of ensuring food safety and leading innovation in the food packaging industry [3] - The upcoming IPO is expected to inject new momentum into the company's development and open a new chapter in its capital market journey [3]

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 二、股份回购进展情况 根据《深圳证券交易所上市公司自律监管指引第9号一一回购股份》等相关规定，上市公司回购股份占 公司总股本的比例每增加1%的，应当在事实发生之日起三个交易日内予以披露。现将公司股份回购进 展情况公告如下： 截至2025年9月26日，公司通过股份回购专用证券账户以集中竞价交易方式累计回购公司股份9,734,000 股，占公司目前总股本的1.02%，最高成交价为3.51元/股，最低成交价为3.26元/股，成交金额为 32,863,619元（不含交易费用）。 本次回购符合公司既定的回购股份方案及相关法律、法规的要求。 三、其他事项说明 公司回购股份的时间、数量、价格以及集中竞价交易的委托时段符合《深圳证券交易所上市公司自律监 管指引第9号一一回购股份》第十七条、第十八条的相关规定，具体说明如下： （一）公司未在下列期间回购股份： 一、回购方案的主要内容 嘉美食品包装（滁州）股份有限公司（以下简称"公司"）于2024年10月29日召开第三届董事会第十一次 会议，于2024年11月15日召开2024年第二 ...

Core Viewpoint - The European Union is implementing stringent regulations to limit the presence of per- and polyfluoroalkyl substances (PFAS) in food packaging, which poses both challenges and opportunities for the packaging industry [2][3]. Regulatory Landscape - The EU's Packaging and Packaging Waste Regulation (PPWR) will prohibit food contact packaging containing PFAS above specific concentration limits effective from 12 August 2026 [3]. - The regulation sets thresholds of 25 parts per billion (ppb) for any individual PFAS, 250 ppb for the sum of PFAS, and 50 parts per million (ppm) for polymeric PFAS [5]. Implications for the Packaging Industry - **Analytical Methods**: Accurate detection of PFAS in food packaging is crucial for compliance, with traditional techniques like gas chromatography-mass spectrometry (GC-MS) and liquid chromatography-tandem mass spectrometry (LC-MS/MS) being essential for testing [4]. - **Material Innovation**: There is a rising demand for alternative materials that do not contain PFAS, with companies exploring biodegradable and compostable options that provide similar protective qualities [6]. - **Supply Chain Adjustments**: Manufacturers will need to collaborate closely with suppliers to ensure compliance with new regulations, potentially revisiting sourcing strategies and quality control processes [6]. - **Consumer Trust**: Brands adopting PFAS-free packaging solutions can enhance their reputation and build trust among environmentally conscious consumers [6].