在全球环保意识不断增强的背景下，纸包装作为塑料制品的替代方案，正逐渐成为餐饮行业的主流选择。土耳其作为中东及欧洲地区的重要经济体，其线下 餐饮市场对纸包装的需求呈现出显著的增长趋势。 土耳其政府高度重视环保问题，出台了一系列政策推动绿色包装的发展。近年来，全球"限塑令"的推进和环保意识的增强，使得纸包装作为塑料替代方案的 需求持续攀升。土耳其政府积极响应这一趋势，推出了"绿色包装行动计划"，对采用可循环材料和水性油墨的企业提供认证补贴。这一政策导向不仅推动了 本土企业的技术升级，也促进了纸包装在餐饮行业的广泛应用。 在"绿色包装行动计划"的推动下，土耳其越来越多的餐饮企业开始采用纸包装替代传统的塑料包装。这不仅有助于减少塑料污染，还能提升企业的环保形象 和社会责任感。同时，随着消费者对环保问题的关注度不断提高，采用纸包装的餐饮企业也更容易获得消费者的青睐和认可。 随着土耳其消费者生活水平的提高和消费观念的转变，他们对餐饮包装的要求也越来越高。消费者不再仅仅满足于包装的基本功能，而是更加注重包装的美 观性、环保性和实用性。这一消费升级趋势带动了纸包装品质的提升和多样化发展。 在美观性方面，土耳其的餐饮企业越来越 ...

Group 1: 华峰化学 - Company decided to terminate the acquisition of 100% equity in Zhejiang Huafeng Synthetic Resin Co., Ltd. and Zhejiang Huafeng Thermoplastic Polyurethane Co., Ltd. due to insufficient shareholder approval [1] - The decision was made based on prudence, as the proposal did not receive more than two-thirds of the valid voting rights at the shareholders' meeting [1] - Company will continue to promote related equity injection work and strictly fulfill asset injection commitments [1] Group 2: 中荣股份 - Actual controller and chairman Huang Huanran has been placed under residential surveillance by the police [2] - Other board members and senior management are performing their duties normally, and the board of directors is operating as usual [2] - Company specializes in the research, design, production, and sales of paper printing and packaging products [2] Group 3: 密尔克卫 - Three shareholders plan to reduce their holdings by a total of up to 2% of the company's shares through block trading [3] - The reduction includes 143.63 million shares, 97.65 million shares, and 75.03 million shares, representing 0.91%, 0.62%, and 0.47% of the total share capital respectively [3] - The reduction period is from June 6, 2025, to September 5, 2025, due to personal funding needs [3] Group 4: 舒泰神 - Subsidiary Jiangsu Beijietai Biotechnology Co., Ltd. has obtained a drug production license from the Jiangsu Provincial Drug Administration [4] - The license allows for the production of therapeutic biological products, specifically for registered declaration use [4] - The license is valid until May 7, 2030, and is not expected to have a significant impact on the company's current performance [4] Group 5: 捷顺科技 - Company won the bid for the "Chongqing Beautiful Sunshine Home and other public rental housing supporting parking space operation project" [5] - The project includes four public rental housing supporting parking lots with a total of 13,335 parking spaces [5] - The minimum guaranteed revenue for the project is quoted at 40.43 million yuan per year, with a total contract amount expected to exceed 100 million yuan [5] Group 6: 综艺股份 - Company signed an investment cooperation intention agreement to acquire control of Jiangsu Jilai Microelectronics Co., Ltd. through cash capital increase or share transfer [6] - Jilai Micro primarily engages in the research, production, and sales of power semiconductor chips and devices [6] - The transaction is expected to constitute a major asset restructuring [6] Group 7: 东山精密 - Subsidiary DSBJ PTE. LTD. plans to acquire 100% equity of French GMD Group for approximately 100 million euros (about 814 million yuan) [7] - The acquisition aims to advance the company's globalization strategy and enhance its market share in the automotive parts sector [7] - The company specializes in the research, production, and sales of electronic circuit products and precision components [7] Group 8: 诺诚健华 - Company reported a net profit of 17.97 million yuan for the first quarter of 2025, a significant turnaround from a loss of 142 million yuan in the same period last year [8] - The first quarter revenue reached 381 million yuan, representing a year-on-year growth of 129.92% [8] - The company focuses on the research, production, and commercialization of innovative drugs [8] Group 9: 凯美特气 - Shareholders plan to reduce their holdings by up to 3% of the company's shares through centralized bidding and/or block trading [9] - The total number of shares to be reduced is 20.86 million [9] - The reduction is due to personal funding needs [9] Group 10: 海创药业 - Controlling shareholder plans to reduce holdings by up to 2% of the company's shares through centralized bidding and block trading [10] - The total number of shares to be reduced is 1.98 million [10] - The reduction is due to personal funding needs [10] Group 11: 高争民爆 - Controlling shareholder plans to reduce holdings by up to 3% of the company's shares through centralized bidding and block trading [11] - The total number of shares to be reduced is 828,000 [11] - The reduction is due to the company's funding needs [11] Group 12: 金埔园林 - Two shareholders plan to reduce their holdings by a total of up to 1.91% of the company's shares [12] - The reductions include 183.93 million shares and 167.73 million shares [12] - The reasons for the reductions are asset optimization and personal funding needs [12] Group 13: 掌趣科技 - The largest shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding or block trading [13] - The total number of shares to be reduced is 27.2 million [13] - The reduction is due to personal funding needs [13] Group 14: 美凯龙 - Company announced that its director and general manager has been placed under investigation and detention by the local supervisory committee [14] - Other board members and senior management are performing their duties normally, and daily operations are unaffected [14] - The company specializes in managing and operating self-operated and franchised shopping malls [14] Group 15: 新强联 - Major shareholder plans to reduce holdings by up to 1.89% of the company's shares through centralized bidding and block trading [15] - The total number of shares to be reduced is 717,490 [15] - The reduction is due to operational needs [15] Group 16: 日月明 - Shareholder plans to reduce holdings by up to 1% of the company's shares through centralized bidding [16] - The total number of shares to be reduced is 80,000 [16] - The reduction is due to personal funding needs [16] Group 17: 同有科技 - Major shareholder and vice president plan to reduce their holdings by up to 1.53% of the company's shares [17] - The total number of shares to be reduced is 730,850 [17] - The reduction is due to personal funding needs [17] Group 18: 爱尔眼科 - Subsidiary successfully acquired 60% equity and specific debt of Shenzhen Guangsheng Digital Technology Co., Ltd. for 650 million yuan [18] - The transaction constitutes a related party transaction [18] - The acquired asset will serve as long-term medical premises for the subsidiary [18]

Core Viewpoint - The company reported a loss in operating profit for 2024 due to various factors including decreased processing fees in the aluminum processing industry and increased financial expenses, but showed improvement in Q1 2025 with a revenue increase of 14% year-on-year [2][9]. Financial Performance - In Q1 2025, the company achieved operating revenue of 1.462 billion yuan, a year-on-year increase of 14% [2][9]. - The net profit attributable to shareholders was -6.643 million yuan, a year-on-year reduction in loss by 62% [2][9]. - The gross profit margin for the company was reported at 6.56% [9]. Business Segments - The company operates in three main business segments: aluminum processing, paper packaging materials, and functional films [3][9]. - The aluminum processing segment saw an increase in sales volume, with aluminum foil sales reaching 27,000 tons, a 9% year-on-year increase [2][9]. - The paper packaging materials segment reported sales of 8,403 tons, a 23% year-on-year increase [2]. Future Growth Points - The company plans to focus on the new materials sector, optimizing its business structure and expanding its market share in high-value products such as battery aluminum foil and sterile packaging aluminum foil [4]. - The company aims to enhance profitability through quality improvement, cost reduction, and efficiency enhancement [4]. Industry Outlook - The aluminum foil segment, which is the largest business area, is expected to see steady growth in industry scale and consumer demand [6]. Project Updates - The Anhui Zhongji third-phase battery aluminum foil project is progressing, with 8 out of 12 aluminum foil rolling machines in the load testing phase, aiming for full production by the end of the year [7]. Dividend Plan - The company has proposed a cash dividend distribution plan for the 2024 fiscal year, intending to distribute 0.1 yuan per 10 shares [8].

证券代码：300057 证券简称：万顺新材 债券代码：123085 证券简称：万顺转 2 汕头万顺新材集团股份有限公司投资者关系活动记录表 编号：20250429 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 √业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 电话会议 | | 参与单位名称及 人员姓名 | 万顺新材 2024 年度业绩说明会采用网络远程方式进行，面向全体投资者 | | 时 间 | 2025 年 4 月 29 日 15:00-17:00 | | 地 点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏 | | | 目 | | 上市公司接待人 | 董事长、总经理：杜成城 财务负责人：洪玉敏 | | 员姓名 | 董事会秘书：黄薇 | | | 独立董事：林三华 | | | 保荐代表人：扶林 | | 投资者关系活动 | 1. 公司本期盈利水平如何？ | | | 答：尊敬的投资者，您好！2024 年度，受铝加工业务行业加工费水平下 | | | 降、国内外铝价波动等 ...