Core Points - The company has established a management system for the deferral and exemption of information disclosure to ensure compliance with legal obligations and protect investors' rights [1][2][3] - The system outlines the conditions under which information can be deferred or exempted from disclosure, including national secrets and commercial secrets [4][5] - The internal management procedures for deferring or exempting disclosures are clearly defined, including the roles of the board of directors and the secretary [6][7] Information Disclosure Deferral and Exemption - Information can be deferred or exempted if it involves national secrets or commercial secrets that could harm the company's or others' interests if disclosed [2][4] - The company must provide sufficient evidence to justify the deferral or exemption and must not misuse these provisions to mislead investors [2][3] - The maximum deferral period for disclosure is generally not more than 2 months, subject to approval from the Shenzhen Stock Exchange [4][5] Internal Management Procedures - The board of directors is responsible for overseeing the deferral and exemption processes, with the secretary coordinating the specific tasks [6][7] - A formal application process is required, including the completion of a registration and approval form, which must be reviewed and signed by relevant parties [5][6] - Records of deferred or exempted disclosures must be maintained for at least ten years, ensuring accountability and traceability [5][6] Conditions for Deferral - Information must not have been publicly disclosed or leaked, and confidentiality agreements must be in place with insiders [6][7] - The company must ensure that trading of its stocks does not experience abnormal fluctuations during the deferral period [4][5] - If the reasons for deferral are no longer valid, the company must promptly disclose the information [7][8]

Group 1: Investor Relations Activity Overview - The company participated in the 2025 online collective reception day for investors on June 12, 2025, from 14:00 to 16:40 [3] - The event was held on the "Panorama Roadshow" website, allowing investors to engage with the company [3] - Key company representatives included Chairman and General Manager Zhu Shaohua, Vice General Manager and Financial Officer Cai Hua, and Board Secretary Jiang Huiting [3] Group 2: Financial Performance - In Q1 2025, the company's revenue increased by 2.41% compared to the same period last year, while net profit grew by 34.46% [5] - The company plans to disclose its semi-annual report after completing financial accounting, which will provide detailed operational and financial information [5] Group 3: Shareholding and Future Plans - The major shareholders currently hold a combined stake of 71.25%, indicating a high level of ownership [6] - If there are future plans for shareholding increases, the company will comply with legal disclosure obligations [6] Group 4: International Business Growth - The company anticipates overseas sales revenue growth rates of 22.95% and 15.28% for the years 2023 and 2024, respectively [7] - Efforts are being made to enhance international business development capabilities and improve overseas technical service support systems [7]

Group 1: Company Overview - The company has focused on the research, design, production, and sales of bottle caps, establishing competitive advantages in customer relations, technology and R&D, talent management, and product quality [2][3]. Group 2: Customer Advantages - The company has established long-term partnerships with well-known domestic and international companies such as China Resources Beverage, Coca-Cola, and Danone, with some collaborations exceeding ten years [3]. - The company has received multiple awards from major clients, including the 2018 Ten-Year Cooperation Contribution Award from China Resources Beverage and the 2023 Excellence Contribution Award from the same company [3]. Group 3: Technology and R&D Advantages - The company holds over 130 patents, including invention patents for various bottle cap designs and manufacturing equipment, enhancing its core competitiveness in the food and beverage packaging sector [4]. - The company is recognized as a high-tech enterprise in Guangdong Province and has a complete R&D organizational structure with a competitive technical team [4]. Group 4: Talent and Management Advantages - The company has accumulated a team of professionals in R&D, production, quality management, and corporate management, ensuring effective management and technical expertise [4]. Group 5: Product Quality Advantages - The company emphasizes product quality and safety, adhering to the principle of "viewing quality as life," which has earned it a strong reputation in the industry [5]. - The main raw material, HDPE, is primarily imported, with domestic procurement being relatively low [5]. Group 6: Production Capacity and Expansion - New production bases in Guangxi and Sichuan are expected to significantly enhance production capacity, addressing previous bottlenecks [6][7]. - The company plans to diversify its product offerings by expanding into new markets, including personal care and healthcare packaging [7]. Group 7: Financial Performance and Market Expansion - The company anticipates some non-recurring income affecting net profit in Q1 2025 [7]. - International sales accounted for over 5% of total revenue in 2024, with plans to further expand overseas markets through trade shows and online platforms [7]. - As of December 31, 2024, R&D personnel constituted 12.04% of the workforce [7].

Group 1 - The company, Le Mei Packaging, achieved a revenue of 730 million yuan in the first quarter, representing a year-on-year growth of 12.3% [1] - The company is one of the top three independent intellectual property holders in the global paper-based sterile liquid packaging industry, with a production capacity of 5 billion sterile liquid food packages daily [2][3] - The company invests at least 3% of its revenue in R&D annually, with over 220 million yuan invested in the past three years, holding a market share ranking in the top three domestically and fifth globally in paper-plastic-aluminum composite materials [3] Group 2 - The company exports 90% of its products, with a notable 30% year-on-year increase in exports to countries involved in the Belt and Road Initiative, amounting to 870 million yuan last year [3] - The company is supported by the Kunshan High-tech Zone's "nanny-style" service mechanism, which has been upgraded to assist key enterprises in various sectors, enhancing operational efficiency [4] - The company is currently constructing a third-phase project with an investment in a production line capable of producing 11 billion packages annually, expected to generate over 5 billion yuan in annual revenue upon completion [5] Group 3 - The Kunshan High-tech Zone is projected to achieve a total import and export volume of 3.06 billion USD in the first four months of the year, reflecting a growth of 13.7% [4] - Other key enterprises in the Kunshan High-tech Zone, such as Hu Shi Electronics and Ding Xin Electronics, are also experiencing significant growth in their import and export volumes, with increases of 45.7% and 36.7% respectively [4]