登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 1、股权登记日：2025年5月29日； 特别提示： 3、权益分派方案：每10股派发现金股利0.25元（含税）； 4、2024年年度权益分派实施后的除权除息参考价格=股权登记日收盘价-0.025元/股。 浙江众成包装材料股份有限公司（以下简称"公司"）2024年年度权益分派方案已获2025年5月16日召开 的公司2024年年度股东大会审议通过，现将权益分派相关事宜公告如下： 一、股东大会审议通过的权益分派方案的情况： 1、公司2024年年度股东大会审议通过的权益分派方案的具体内容为：以截至2024年末的公司总股本 905,779,387股为基数，向全体股东每10股派发现金股利0.25元（含税），共计分配现金股利人民币 22,644,484.68元（含税），分配后剩余未分配利润转入下一年度；本年度不送红股，不进行资本公积金 转增股本分配。具体内容详见公司披露于《证券时报》《中国证券报》以及巨潮资讯网 （www.cninfo.com.cn）的《2024年年度股东大会决议 ...

浙江众成包装材料股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 特别提示： -0.025元/股。 证券代码：002522 证券简称：浙江众成 公告编号：2025-024 浙江众成包装材料股份有限公司（以下简称"公司"）2024年年度权益分派 方案已获2025年5月16日召开的公司2024年年度股东大会审议通过，现将权益分 派相关事宜公告如下： 一、股东大会审议通过的权益分派方案的情况： 至2024年末的公司总股本905,779,387股为基数，向全体股东每10股派发现金股 利0.25元（含税），共计分配现金股利人民币22,644,484.68元（含税），分配 后剩余未分配利润转入下一年度；本年度不送红股，不进行资本公积金转增股本 分配。具体内容详见公司披露于《证券时报》《中国证券报》以及巨潮资讯网 （www.cninfo.com.cn）的《2024年年度股东大会决议公告》 （公告编号：2025-021） 及其他相关公告。 第 1 页 共 3 页 派方案披露至实施期间公司股本总额未发生变化。 派方案及其调整原则一致。 二、本次实施的权益分派方案： ...

Core Viewpoint - Domestic demand in China shows strong resilience, and there are promising opportunities for packaging upgrades under the new consumption trend [3] Group 1: Domestic Consumption Trends - In April 2025, China's total retail sales of consumer goods reached 3.72 trillion yuan, a year-on-year increase of 5.1%, with a 0.8 percentage point decrease in growth rate compared to March [3] - From January to April, the total retail sales amounted to 16.18 trillion yuan, reflecting a year-on-year growth of 4.7%, which is an increase of 0.6 percentage points compared to the same period last year [3] Group 2: Packaging Market Insights - The global high-barrier packaging film market is expected to exceed 100 billion yuan by 2030, with significant market potential for materials like PVDC, EVOH, and MXD6 [4] - The high-barrier packaging film market is projected to reach 80.59 billion yuan in 2024, with a compound annual growth rate (CAGR) of 4.99% from 2024 to 2030 [4] Group 3: Material Market Dynamics - PVDC sales are expected to reach 1.376 billion USD in 2024, with projections of 1.62 billion USD by 2031 [4] - The EVOH resin market for packaging films is anticipated to reach 1.51 billion USD by 2030 [4] - MXD6 exhibits excellent gas barrier performance and thermal stability, with high transparency and puncture resistance, maintaining its barrier performance even under increased humidity [4] Group 4: Domestic Production Developments - Currently, MXD6 production is mainly dominated by foreign companies, with Mitsubishi Gas Chemical having a capacity of 19,000 tons/year and Solvay 8,000 tons/year [5] - Domestic companies like Sinochem International and Qicai Chemical are making significant advancements in MXD6 production technology, with Qicai Chemical's 5,000 tons/year MXD6 project entering trial production in September 2024 [5] - The gradual advancement of domestic alternatives is expected to lead to a further decline in MXD6 prices and an increase in market share [5]

Group 1: Financial Performance - The net profit attributable to shareholders decreased by 58.47% year-on-year, from over 21 million to over 9 million [1] - The decline in net profit was primarily due to depreciation from the completion of a high-barrier composite material project and the implementation of an employee stock ownership plan, impacting profits by over 6 million and over 3 million respectively [1][2] Group 2: Strategic Initiatives - The company aims to enhance performance through cost reduction, efficiency improvement, and increased R&D and market expansion efforts [2] - Future plans include strengthening information disclosure and investor communication while focusing on share repurchase and employee stock ownership initiatives [2] Group 3: Development Focus - The company is prioritizing the completion of its private placement and convertible bond projects to support future growth [3] - External growth through mergers and acquisitions is considered, but the company emphasizes the importance of technological and market synergies [3] Group 4: Product Development - A new division for high-performance medical film materials has been established, focusing on ostomy pouch films and high-end infusion films, with the latter being reliant on imports [3][4] - The company is also developing electronic materials, including UV adhesive tapes and PI high-temperature adhesive tapes, with some products already passing tests by downstream manufacturers [4] Group 5: Market Outlook - The aluminum-plastic film market is expected to grow significantly with the industrialization of solid-state batteries, with the company working on client certifications before market expansion [4] - The company has improved its thermal process technology for aluminum-plastic films and is preparing samples for clients [4]

Financial Data and Key Metrics Changes - The company expects to realize revenue of $50 million to $70 million in 2026 and $150 million to $210 million in 2027, reflecting a delay in commercial scale PET cap revenue generation by one to three quarters [9][19] - The company ended the quarter with $83 million in cash, cash equivalents, and marketable securities, indicating a strong balance sheet [20] Business Line Data and Key Metrics Changes - The company is commercializing its PET cap solution, which addresses a $65 billion cap closures market, with over 20 companies qualifying or preparing for qualification [6][13] - The qualification process for PET caps is taking longer than expected, with a typical journey now projected to take one to two years [10][12] Market Data and Key Metrics Changes - The company is facing challenges due to global manufacturing supply chain disruptions caused by tariffs and protectionist trade policies [13][14] - The company is diversifying its manufacturing footprint to minimize tariff exposure and ensure supply meets demand in different regions [17] Company Strategy and Development Direction - The company is focused on enabling the transition to sustainable materials and is committed to overcoming qualification challenges to bring PET caps to market [22][60] - The company is investing in supply chain preparedness and proactive inventory strategies to limit disruptions [15][16] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about customer interest, with over 65 new inquiries in the last six weeks, and believes qualification challenges will be overcome [22][60] - The company is confident in its ability to achieve run rate positive adjusted EBITDA by the end of 2026, with a focus on scaling production [19][20] Other Important Information - The company has signed a strategic customer agreement with a major packaging company for the development of large format PET closures [6] - The company is exploring additional technology improvements to increase line throughput [18] Q&A Session All Questions and Answers Question: Why is your revenue declining further? - The company is operating OriginOne intermittently to supply customers with samples and develop internal process knowledge, turning down the operating rate to allocate cash more prudently [28] Question: Are there any specific issues faced in product qualification? - The qualification process has shown variability among customers, requiring iterative changes to meet performance standards [30][32] Question: Can you provide an update on EBITDA breakeven and higher CapEx due to tariffs? - The company has factored in a 10% tariff on equipment and does not expect it to materially impact the return on invested capital or the ability to stand up the planned lines [34] Question: What details can you provide on new caps available in Q3? - The new caps expected to be H-91 caps have been specified, but details on the specific region will be shared once they are in the market [35] Question: Any update on the sales process for the 83-acre lot in Geismar? - The company has sold 35 of the 80 acres and remains optimistic about the remaining portion [38] Question: What is the status of the $100 million MOU? - The MOU is still in place and will convert into a contract once the first lot of product is shipped post-qualification [51] Question: When will revenue realization begin? - Revenue ramp is expected to begin in mid-2026, with customers qualifying within one to three quarters [53][54] Question: How does the company plan to fund growth? - The company is engaged with multiple equipment lenders for financing and is also sourcing corporate debt to cover any balance needed [56][58] Question: What should investors be excited about in the future? - The company is excited about the strong demand for its caps, with significant customer interest and new agreements in the pipeline [60][61]

1 | 的可能性。谢谢您对公司的关注与支持！ | | --- | | 2、目前的股东人数是多少？ | | 尊敬的投资者：你好！截至最近一期，我公司的股东人数 | | 约为 52000 人左右。谢谢！ | | 3、董事长您好，贵公司浙江众立自中美关税战以来，积 | | 极推动的国产替代计划实行的如何？是否取得了进一步的成 | | 果，各类高端产品的销售情况如何？ | | 尊敬的投资者，您好，近阶段以来，外围形势变化给浙江 | | 众立开发并实现规模化生产的用于国产替代的 SEPS 润滑油粘 | | 度指数调节剂系列、SEP 实体娃娃仿真皮肤系列及光纤油膏系 | | 列带来了前所未有的机遇，因其应用市场替代需要一段时间， | | 我们将积极抓住市场机遇，提升公司国产替代产品的市场占有 | | 率。谢谢您对公司的关注与支持！ | | 4、高管您好，请问贵公司本期财务报告中，盈利表现如 | | 何？谢谢。 | | 尊敬投资者，您好，公司 2025 年第一季度报告已于 2025 | | 年 4 月 29 日披露，具体财务盈利情况请您关注公司 2025 年第 | | 一季度报告。谢谢您对公司的关注与支持！ | | 5、您 ...

Core Viewpoint - The aseptic brick packaging industry is experiencing significant growth driven by increasing consumer demand for food safety, health, and convenience, particularly in the liquid food and beverage sector [2][3][4]. Industry Development Status - The aseptic brick packaging is widely used for liquid dairy, juices, and beverages, with a notable increase in demand in the Chinese market due to rising consumption of dairy products and non-carbonated drinks [3]. - The industry is characterized by intense competition, with global brands like Tetra Pak and SIG leading the market, while local brands are emerging in regions like China, leveraging localized innovation and cost advantages [3]. - Globalization is facilitating the expansion of international brands into emerging markets such as Southeast Asia, Latin America, and Africa, where demand for dairy products and ready-to-drink beverages is rapidly increasing [3]. Development Trends - There is a growing emphasis on environmental sustainability, with manufacturers adopting recyclable and biodegradable materials to reduce plastic usage in response to global environmental awareness [4]. - The demand for health-oriented and functional beverages is rising, prompting aseptic packaging to adapt to new product requirements, including plant-based, low-sugar, and functional drinks [4]. - Customization and personalization in packaging are becoming more prevalent, with brands offering diverse packaging options to attract younger consumers through visually appealing and emotionally engaging designs [4]. Global Market Scale Analysis - The global aseptic brick packaging market is projected to reach $16.374 billion in sales by 2024, with an expected growth to $20.414 billion by 2031, reflecting a compound annual growth rate (CAGR) of 3.12% from 2025 to 2031 [7]. - The Asia-Pacific region, particularly China, dominates the market, accounting for 26.05% of global sales in 2024, followed by Europe at 19.23% [7]. - In terms of product type, packaging with a capacity of 250-500ml holds the largest market share at 47.09% in 2024, while dairy products represent 61.55% of the market share in terms of application [7]. Major Manufacturers - Key players in the global aseptic brick packaging market include Tetra Pak, SIG, Elopak, Pactiv Evergreen, and others, with the top five manufacturers expected to account for nearly 80% of sales by 2024 [10].

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints - The packaging industry has broad development prospects, with low market concentration in the metal and plastic packaging sectors. The company, as a leading player in the segmented industry, has significant room to increase its market share [28]. - The company aims to enhance its market share by strengthening cooperation with high - end brand customers and expanding into new customer segments, including cross - border integration and targeting mid - to low - end customers [31]. - The company will focus on technological innovation, product upgrading, and green development to improve its competitiveness and achieve high - quality development [32][33]. 3. Summary by Related Catalogs 3.1. Research Basic Information - Research object: Huayuan Holdings - Industry: Packaging materials - Reception time: April 16, 2025 - Reception personnel: Chairman and General Manager Li Zhicong, Independent Director Wu Qingchuan, Financial Controller and Board Secretary Shao Na [16] 3.2. Detailed Research Institutions - The research institutions are investors who participated online in Huayuan Holdings' 2024 annual online performance briefing [19]. 3.3. Research Institution Proportion No relevant information provided. 3.4. Main Content Information - **Food Packaging**: The company is committed to R & D of new technologies, materials, and processes in food packaging and maintains long - term industry - university - research cooperation [23]. - **Profit Growth in 2024**: The company actively explored domestic and international markets, improved production efficiency through process optimization, and reduced costs, leading to growth in revenue, gross margin, and profit. It also strengthened cost control, resulting in a decrease in financial expenses [24]. - **2025 Q1 Earnings**: The company's operation in the first quarter of 2025 was normal, and specific financial data will be disclosed in the first - quarter report on April 23, 2025 [25]. - **Plastic Packaging**: The company has core competitive advantages in the plastic packaging business, with many well - known customers. It has won several supplier awards. The management will explore new cooperation opportunities [25]. - **Profit Growth Points**: The company focuses on metal and plastic packaging and is looking for new business opportunities to promote sustainable development [26]. - **Overseas Market**: In 2024, the company's export revenue was 91.9091 million yuan, accounting for 3.25% of total revenue, mainly exported to the Philippines and Indonesia. The overseas market is under continuous development [28]. - **Industry Outlook**: The packaging industry has a bright future. The company will explore emerging markets, use digital technology, and introduce intelligent production to enhance competitiveness [28]. - **2024 Sales Expenses**: The increase in sales expenses in 2024 was due to marketing strategy adjustments, cash - flow improvement, and sales incentives. The company adjusted its product structure and business strategy to cope with market competition, resulting in limited revenue growth [30]. - **New Business - Battery Precision Structural Parts**: In 2024, the new energy division's revenue was 9.308 million yuan, accounting for 0.38% of total revenue. The company is cautious about market development. Revenue in 2025 will increase significantly compared to 2024 but will still account for a low proportion of total revenue [30]. - **2025 Market Share Improvement**: The company will strengthen cooperation with high - end customers and expand into new customer segments, including mid - to low - end customers, to increase market share [31]. - **Product Upgrade in 2025**: The company will enhance technological innovation, collaborate with research institutions, and develop new products based on market demand [32]. - **2025 Performance Outlook**: The company will improve its product structure, focus on technological innovation and green development, and enhance profitability and risk - resistance [33]. - **Order and Capacity Utilization**: The company's orders are stable, and the capacity utilization rate is high. It may expand production in the future [35]. - **Mergers and Acquisitions**: The company is actively looking for investment opportunities and will comprehensively evaluate potential acquisition targets [35].

以下文章来源于财经杂志 ，作者黄思韵 刘以秦 财经杂志 . 《财经》杂志官方微信。《财经》杂志由中国证券市场研究中心主办，1998年创刊，秉承"独立、独 家、独到"的新闻理念，以权威性、公正性、专业性报道见长，是政经学界决策者、研究者、管理者的 必读刊物。 关税潮袭来。 文｜《财经》实习生 黄思韵 记者 刘以秦 编辑｜刘以秦 来源 | 财经杂志 （ID：i-caijing） 从 4 月 3 日 ， 美 国 政 府 宣 布 对 越 南 加 征 46% 关 税 ， 到 4 月 10 日 ， 特 朗 普 宣 布 暂 缓 关 税 政 策 ， 同 时 越 南 政 府 声 明 称 ， 美 国 和 越 南 同 意 启 动 贸 易 协 定 谈 判 ， 同 意 相 互 取 消 关 税 壁 垒，越南的中国工厂们经历了过山车式的一周。 4月3日早上八点半，张俊驰看到了美国总统特朗普加关税的消息。他的对美贸易客户发 来 消 息 ， " 要 关 注 一 下 美 国 的 商 品 关 税 ， （ 特 朗 普 ） 对 越 南 下 手 了 ， 不 出 意 外 是 加 征 4 6%，查看一下我们的商品是否在内"。 张俊驰是个"厂二代"，他和父亲 ...

Core Viewpoint - Shanghai Haishun New Material Co., Ltd. has issued convertible bonds and provided updates on their conversion and stock changes, indicating a stable capital structure and ongoing compliance with regulatory requirements [1][2][3] Convertible Bond Issuance - The company issued 6,330,000 convertible bonds on March 23, 2023, with a face value of RMB 1,000 each, for a term of 6 years [1] - The bonds were listed on the Shenzhen Stock Exchange on April 20, 2023, under the name "Haishun Convertible Bonds" with the code "123183" [1] Conversion Period and Price Adjustments - The conversion period for the bonds started on October 9, 2023 [2] - The initial conversion price was adjusted from RMB 18.20 to RMB 18.15 on May 16, 2023, and further adjusted to RMB 18.00 on May 28, 2024, and then to RMB 17.74 on November 19, 2024 [2] Stock Changes - As of March 31, 2025, there were no shares converted from the bonds, leaving 6,328,000 convertible bonds outstanding [3] - The total share capital remained at 193,537,806 shares, with no changes in the proportion of restricted and unrestricted shares [3]