9月30日，新宏泽涨6.14%，截至发稿，报10.20元/股，成交2332.12万元，换手率1.01%，总市值23.50亿 元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 中信保诚多策略混合(LOF)A（165531）基金经理为江峰、王颖。 截至发稿，江峰累计任职时间5年171天，现任基金资产总规模57.82亿元，任职期间最佳基金回报 123.41%， 任职期间最差基金回报1.92%。 王颖累计任职时间8年229天，现任基金资产总规模61.76亿元，任职期间最佳基金回报54.3%， 任职期 间最差基金回报-8.42%。 资料显示，广东新宏泽包装股份有限公司位于广东省潮州市潮州大道北片工业区北站二路宏泽工业园， 成立日期2006年3月22日，上市日期2016年12月29日，公司主营业务涉及烟标的设计、生产及销售。主 营业务收入构成为：烟标99.42%，其他(补充)0.58%。 从新宏泽十大流通股东角度 数据显示，中信保诚基金旗下1只基金位居新宏泽十 ...

Core Viewpoint - Shunhao Co., Ltd. announced a share buyback plan, indicating a strategic move to enhance shareholder value and confidence in the company's future performance [1] Summary by Categories Company Actions - On September 29, 2025, Shunhao Co., Ltd. initiated its first share buyback through a dedicated securities account via centralized bidding, repurchasing a total of 2,949,250 shares [1] - The repurchased shares represent 0.2782% of the company's current total share capital [1]

Group 1 - The company, Shunhao Co., announced a share buyback on September 29, 2025, repurchasing approximately 2.95 million shares, which represents 0.2782% of its total share capital, with a total transaction amount of about 21.66 million yuan [1][1][1] - The highest transaction price during the buyback was 7.39 yuan per share, while the lowest was 7.27 yuan per share [1][1][1] - As of the report, Shunhao Co. has a market capitalization of 7.8 billion yuan [1][1][1] Group 2 - For the first half of 2025, Shunhao Co.'s revenue composition was as follows: 58.54% from the provincial tobacco industry, 13.6% from other sources, 13.24% from professional packaging and printing, 8.51% from other businesses, and 4.15% from paper packaging enterprises [1][1][1]

证券之星消息，9月29日包装印刷板块较上一交易日上涨0.81%，康欣新材领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。包装印刷板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600076 | 康欣新材 | 2.91 | 5.05% | 45.13万 | 1.29亿 | | 000659 | 珠海中富 | 2.92 | 3.91% | 41.45万 | + 1.18亿 | | 002836 | 新宏泽 | 9.61 | 3.67% | 6.47万 | 6110.02万 | | 002831 | 裕同科技 | 26.95 | 3.42% | 6.14万 | 1.64亿 | | 002565 | 顺飘股份 | 7.37 | 3.22% | 34.26万 | 2.51亿 | | 002303 | 美盈森 | 4.62 | 2.90% | 58.17万 | 2.65亿 | | 301198 | 喜悦智行 | 11.42 | 2 ...

上海宝钢包装股份有限公司发布召开2025年第三次临时股东会通知。会议于10月16日13点30分在上海市 宝山区同济路333号4号楼会议室现场召开，同时采用上海证券交易所网络投票系统。审议事项包括与宝 武集团财务有限责任公司续签《金融服务协议》暨关联交易、未来三年（2025 - 2027年）股东回报规划 等议案。股权登记日为10月10日，股东可现场或网络投票。公司将委托上证信息提醒股东参会投票。股 东及代理人需在10月13日16：30前书面登记，会期预计半天，食宿及交通费用自理。 ...

9月29日，新宏泽（维权）盘中上涨2.05%，截至10:08，报9.46元/股，成交1628.63万元，换手率 0.76%，总市值21.80亿元。 资金流向方面，主力资金净流入41.25万元，大单买入135.04万元，占比8.29%，卖出93.79万元，占比 5.76%。 新宏泽今年以来股价涨32.90%，近5个交易日涨2.27%，近20日涨0.64%，近60日跌1.77%。 今年以来新宏泽已经3次登上龙虎榜，最近一次登上龙虎榜为4月21日，当日龙虎榜净买入-1180.62万 元；买入总计2844.26万元 ，占总成交额比7.47%；卖出总计4024.89万元 ，占总成交额比10.57%。 责任编辑：小浪快报 资料显示，广东新宏泽包装股份有限公司位于广东省潮州市潮州大道北片工业区北站二路宏泽工业园， 成立日期2006年3月22日，上市日期2016年12月29日，公司主营业务涉及烟标的设计、生产及销售。主 营业务收入构成为：烟标99.42%，其他(补充)0.58%。 新宏泽所属申万行业为：轻工制造-包装印刷-纸包装。所属概念板块包括：微盘股、小盘、QFII持股、 烟标、基金重仓等。 截至6月30日，新宏泽股东户 ...

从资金流向上来看，当日包装印刷板块主力资金净流出1.9亿元，游资资金净流出101.37万元，散户资金 净流入1.91亿元。包装印刷板块个股资金流向见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603429 | 集友股份 | | 2944.50万 | 9.30% | -38.67万 | -0.12% | -2905.84万 | -9.18% | | 603058 | 永吉股份 | 1657.81万 | | 8.78% | 117.17万 | 0.62% | -1774.98万 | -9.40% | | 002846 | 英联股份 | 1392.80万 | | 4.67% | -618.90万 | -2.08% | -773.90万 | -2.60% | | 300501 | 海顺新材 | 1058.22万 | | 9.10% | -597.18万 | -5.14% | -461.04万 | ...

Summary of Yutong Technology Conference Call Company Overview - **Company**: Yutong Technology - **Industry**: Packaging and Materials Key Points and Arguments 1. **Stock Price Volatility**: Yutong Technology's stock price is influenced by raw material prices, bargaining power, and its own development pace, leading to cyclical fluctuations [2][3] 2. **Revenue Growth**: Revenue has grown from 5 billion to an expected 19 billion by 2025, nearly quadrupling, while profit has only doubled to around 1 billion [3] 3. **Acquisition Impact**: The acquisition of Wuhan Aide in 2018 has led to significant growth in the consumer electronics business, enhancing gross margins [2][3] 4. **Future Development Direction**: The company aims to expand into eco-friendly paper-plastic and heavy packaging products, with a target of 40% of revenue coming from overseas exports by 2025, expecting a compound annual growth rate (CAGR) of over 20% in the next three years [2][5] 5. **Employee Incentives**: A stock incentive plan has been introduced to motivate employees and support long-term stable development [2][4] 6. **Challenges**: Key challenges include fluctuations in raw material prices, weak bargaining power in the midstream industry, and the need for adjustments in development pace [2][7] 7. **Response Strategies**: The company plans to deepen supply chain integration, promote automation, expand into emerging businesses, and enhance overseas market presence to address these challenges [7][8] 8. **Overseas Market Performance**: The overseas market has shown strong performance, with export gross margins consistently above 30%, which is about 10 percentage points higher than domestic margins [2][9] 9. **Global Expansion**: Since 2010, Yutong has established bases in Vietnam, India, and Mexico, with overseas revenue accounting for over 35% [4][10] 10. **Capital Operations**: The company has implemented various measures, including a stock incentive plan, to ensure long-term stability and growth [6] 11. **Profit Growth Targets**: The stock incentive plan aims for net profit growth of 10%, 20%, and 30% from 2024 to 2027, which is expected to attract investors [4][11] 12. **Capital Expenditure**: Capital expenditure peaked at 1.9 billion in 2021 and has since declined, allowing for high dividend levels due to a light asset operation model [12] 13. **Valuation and Growth Potential**: Current valuation is around 17-18 times earnings, expected to drop to 13-14 times next year, with significant growth potential if internal growth targets are met [13][14] Additional Important Content - **Strategic Partnerships**: The company has established close collaborations with international giants like Amazon and Google, which strengthens its market position [10] - **Market Competitiveness**: The establishment of factories in Vietnam enhances bargaining power and overall profit levels, allowing for competitive pricing in international markets [9][10]

Group 1 - The core viewpoint of the article indicates that Jihong Co., Ltd. has experienced a significant stock price movement, with a projected net profit increase of 55.00% to 65.00% for the first three quarters [1] - As of 9:33 AM today, the stock price reached the daily limit, with a trading volume of 8.2394 million shares and a transaction amount of 172 million yuan, resulting in a turnover rate of 2.85% [1] - The latest earnings forecast from the company estimates a net profit of 209 million to 222 million yuan for the first three quarters, reflecting a year-on-year growth [1] Group 2 - In terms of capital flow, Jihong Co., Ltd. has seen a net inflow of 61.6212 million yuan in the last five days, with a net inflow of 5.8564 million yuan on the previous trading day [1] - The latest margin trading data shows a total margin balance of 348 million yuan as of September 25, with a financing balance of 348 million yuan, and a decrease of 19.1532 million yuan in the financing balance over the last five days, representing a decline of 5.22% [1]

Group 1 - The core point of the article is that Yongxin Co., Ltd. announced the release of stock pledges by its major shareholder, Aorijin Technology Co., Ltd. [2] - Aorijin Technology released 33,267,000 shares from pledge, which accounts for 24.46% of its held shares and 5.43% of the total share capital of Yongxin [2] - After the release of the pledge, Aorijin and its subsidiaries hold a total of 146,995,794 shares in Yongxin, representing 24.00% of the total share capital [2] Group 2 - Following the release of the pledge, Aorijin and its subsidiaries have no pledged shares remaining, indicating a complete removal of pledge status [2]