每经AI快讯，海顺新材（SZ 300501，收盘价：15.91元）11月21日晚间发布公告称，公司第六届2025年 第一次董事会临时会议于2025年11月21日以现场加通讯会议的方式召开。会议审议了《关于聘任公司董 事会秘书的议案》等文件。 截至发稿，海顺新材市值为31亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 2025年1至6月份，海顺新材的营业收入构成为：医药包装新材料占比88.67%，其他占比10.31%，其他 业务占比1.02%。 ...

Market Overview - The packaging and printing sector experienced a decline of 3.66% on November 21, with Xin Hongze leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Notable gainers included: - Xiangxinglong (Code: 920075) with a closing price of 28.30, up 4.54% [1] - Jiahe Technology (Code: 920392) with a closing price of 36.38, up 2.59% [1] - Jiyou Co., Ltd. (Code: 603429) with a closing price of 10.64, up 2.41% [1] - Significant losers included: - Xin Hongze (Code: 002836) with a closing price of 14.47, down 10.01% [2] - Yinglian Co., Ltd. (Code: 002846) with a closing price of 17.14, down 9.98% [2] - Hai Shun New Materials (Code: 300501) with a closing price of 15.91, down 6.85% [2] Capital Flow - The packaging and printing sector saw a net outflow of 256 million yuan from institutional investors, while retail investors experienced a net inflow of 276 million yuan [2][3] - The capital flow for specific stocks showed: - Zhongrui Co., Ltd. (Code: 002374) had a net inflow of 77.86 million yuan from institutional investors [3] - Xianggang Technology (Code: 603499) had a net inflow of 36.99 million yuan from institutional investors [3] - Jiyou Co., Ltd. (Code: 603429) had a net inflow of 28.18 million yuan from institutional investors [3]

天眼查App显示，近日，阳江市乘丰包装有限公司成立，注册资本100万人民币，经营范围为一般项 目：包装服务；包装专用设备销售；信息咨询服务（不含许可类信息咨询服务）。（除依法须经批准的 项目外，凭营业执照依法自主开展经营活动）许可项目：文件、资料等其他印刷品印刷；特定印刷品印 刷；包装装潢印刷品印刷；印刷品装订服务。（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）。 ...

Group 1: Financial Performance - The company's revenue and profit have been declining since 2022 due to multiple market competition factors [3][4] - The management's compensation structure includes a base salary and performance-based salary, aimed at incentivizing management to drive sustainable development [3] - The company is actively seeking new business growth points to expand profit margins while maintaining its core business [3][10] Group 2: Business Operations - The composite flow project is currently in the sample testing phase, with no specific timeline for production due to the lengthy verification process [6][7] - The new tobacco business is progressing according to plan, with a focus on both domestic and international markets [3][5] - The company maintains independent operations from its controlling shareholder, ensuring compliance with legal regulations [9] Group 3: Market and Regulatory Environment - Stricter global regulations on e-cigarettes are expected to increase industry barriers, leading to market consolidation [5] - The company is adapting its product structure based on market competition, which has resulted in profit changes exceeding revenue changes [3] Group 4: Future Outlook - The company plans to enhance operational efficiency and reduce costs while focusing on technological innovation to improve product quality [10][11] - There are no current indications that the controlling shareholder's legal issues will affect the company's control structure [10][11]

天眼查App显示，近日，六安市祥凤包装科技有限公司成立，法定代表人为涂义凤，注册资本5万人民 币，经营范围为许可经营项目：包装装潢印刷品印刷；特定印刷品印刷；住宿服务（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）一般经 营项目：五金产品研发；包装服务；包装专用设备销售；农业机械销售；新型膜材料制造；新型膜材料 销售；机械设备销售；金属包装容器及材料制造；电子专用设备销售；塑料制品销售；金属材料销售； 金属制品研发；金属制品销售；包装材料及制品销售；金属包装容器及材料销售；塑料包装箱及容器制 造；工艺美术品及礼仪用品销售（象牙及其制品除外）；日用百货销售；建筑材料销售；合成材料制造 （不含危险化学品）；合成材料销售；合成纤维销售；建筑装饰材料销售（除许可业务外，可自主依法 经营法律法规非禁止或限制的项目）。 ...

天眼查App显示，近日，合肥市墨韵恒印包装有限公司成立，法定代表人为王军，注册资本50万人民 币，经营范围为一般项目：包装服务；纸制造；医用包装材料制造；普通玻璃容器制造；食品用塑料包 装容器工具制品销售（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）许可项目：包装 装潢印刷品印刷；出版物印刷；印刷品装订服务；文件、资料等其他印刷品印刷（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）。 ...

中信证券发布研报称，2025年Q1-Q3轻工板块收入、利润承压，但其中造纸、包装印刷率先修复，符合 年中的判断。展望2026年，反内卷、创新与出海将成为轻工行业的发展主线。国内市场，反内卷是主旋 律，造纸行业预计底部改善，金属包装行业将迎来春天。AI技术(AI眼镜、AI玩具等)将为行业注入新活 力，而传统赛道的新势能也值得关注，如IP消费、产品的跨界融合与功能性升级；国际市场，产能出海 步入提效阶段，具有性价比优势、技术优势的品牌出海将是重中之重。 中信证券主要观点如下： 业绩回顾：板块整体承压，造纸、包装印刷率先修复。 2025Q1-Q3家居板块净利润由正转负，板块盈利端压力较大；文娱轻工板块营业收入与净利润降幅Q3较 Q2均有所收窄；造纸板块盈利Q1亏损、Q2高增，Q3实现大幅增长，提前于收入修复；包装印刷板块 2025Q1-Q3营业收入同比增长9.6%，净利润同比增长12.7%，表现最亮眼。 展望一：反内卷改善行业供需格局。 金属包装：迎来行业春天。2025年奥瑞金（002701）收购中粮包装后，行业CR3集中度70%以上，我们 预计2026年二片罐行业总产能有望下降至约760亿罐，行业需求有望提升至接 ...

中信证券发布2026年度轻工制造策略研报称，2025年第一季度至第三季度轻工板块收入、利润承压，但 其中造纸、包装印刷率先修复，符合中信证券年中的判断。展望2026年，"反内卷"、创新与出海将成为 轻工行业的发展主线。国内市场，"反内卷"是主旋律，造纸行业预计底部改善，金属包装行业将迎来春 天。AI技术（AI眼镜、AI玩具等）将为行业注入新活力，而传统赛道的新势能也值得关注，如IP消 费、产品的跨界融合与功能性升级；国际市场，产能出海步入提效阶段，具有性价比优势、技术优势的 品牌出海将是重中之重。 ...

| 业建考植物标:以2021年交通为高数: | | | | --- | --- | --- | | 污桂年度 2022 P | 2023年 | 2024年 | | 29.85MHFM 6000 D | 1000 71 | 1亿元 | | TT) MINOR WATERS AND HOWER FOR WATERS: | | | | 2022-2024年度对自公司是面可解除数据比例(M) | | | | MA (80%) V N | M+0 | | | 80% C.V 100%3 | Mick | | | 1174001477 | M=100% | | | 业建为植物标,以2001年交流力品数。 | | | | --- | --- | --- | | 考核审核 2023年 | | 2024年 | | :70 FigH日标值: MODD 75 | | 1亿元 | | 其新北到的外科房产品年等级目标值的实际机出比例(A)。 | | | | 2023-2024年度对自公司结面可刺的贸易比例(M) | | | | . FIRMAN | M+0 | | | SOS =A (100%) | 1 34 = 3 = | | | ...

Group 1 - The core point of the announcement is that the major shareholder, Changxia Jinshi (Wuhan) Equity Investment Fund Partnership, has reduced its stake in Baosteel Packaging from 7.00% to 6.00%, which triggers a 1% threshold for equity changes [3][4]. - The reduction in shares occurred between September 11, 2025, and November 20, 2025, with a total of 12,757,800 unrestricted circulating shares being sold through centralized bidding [3][4]. - This equity change does not involve a takeover bid and will not affect the company's controlling shareholder or actual controller, nor will it impact the company's governance structure or ongoing operations [4][5]. Group 2 - The current shareholding of Changxia Jinshi and its concerted action partner, Anhui Jiaokong Jinshi M&A Fund Partnership, is derived from shares acquired through the company's asset purchase in March 2021 [4]. - The company will fulfill its information disclosure obligations based on any future changes in shareholder holdings [4].