证券代码：603499 证券简称：翔港科技 公告编号：2025-017 上海翔港包装科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本期业绩预告适用于实现盈利且净利润与上年同期相比上升 50%以上的情 形。 ? 上海翔港包装科技股份有限公司（以下简称"公司"）预计 2025 年半年度 实现归属于母公司所有者的净利润为 7,500 万元到 8,500 万元，与上年同期相比， 将增加 6,028.28 万元到 7,028.28 万元，同比增加 410%到 478%。 ? 公司预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净 二、上年同期经营业绩和财务状况 （一）利润总额：2,383.20 万元。归属于母公司所有者的净利润：1,471.72 万元。归属于母公司所有者的扣除非经常性损益的净利润：1,231.46 万元。 （二）每股收益：0.0507 元。 利 润 7,400 万 元 到 8,400 万 元 ， 与 上 年 同 期 相 比 ， 将 增 加 6,168.54 万 元 ...

2025年07月07日 国泰君安期货商品研究晨报 观点与策略 | 黄金：非农表现超预期 | 3 | | --- | --- | | 白银：继续冲高 | 3 | | 铜：全球库存增加，价格震荡 | 5 | | 锌：横盘运行 | 7 | | 铅：短期消费旺季预期支撑 | 8 | | 锡：宏观环境带动上行 | 9 | | 镍：上方弹性受限，镍价低位承压 | 11 | | 不锈钢：库存轻微消化，钢价修复但弹性有限 | 11 | | 碳酸锂：锂价上方承压 | 13 | | 工业硅：以逢高布空思路为主 | 15 | | 多晶硅：关注政策变动情况 | 15 | | 铁矿石：预期反复，宽幅震荡 | 17 | | 螺纹钢：宽幅震荡 | 18 | | 热轧卷板：宽幅震荡 | 18 | | 硅铁：宽幅震荡 | 20 | | 锰硅：宽幅震荡 | 20 | | 焦炭：一轮提涨发酵，宽幅震荡 | 22 | | 焦煤：宽幅震荡 | 22 | | 动力煤：日耗修复，震荡企稳 | 24 | | 原木：主力切换，宽幅震荡 | 25 | | 对二甲苯：成本支撑偏弱 | 27 | | PTA：多PX空PTA止盈 | 27 | | MEG：单边震荡市 ...

Core Viewpoint - The A-share PCB concept continues to rise, with several companies showing significant stock performance, indicating a positive trend in the industry [1] Group 1: Company Performance - Jin'an Guoji has achieved a three-day consecutive increase in stock price [1] - Honghe Technology has seen its stock rise three times in five days [1] - Defu Technology and Tongguan Copper Foil have both increased by over 10% [1] - Pengding Holdings, Lianrui New Materials, Zhongying Technology, and International Composite Materials are among the top gainers in the market [1]

Core Viewpoint - The PCB sector continues to show strong momentum, with significant stock performance from companies like Jin'an Guoji, which has achieved three consecutive trading limits, indicating robust investor interest and market confidence in this segment [1] Group 1: Company Performance - Jin'an Guoji has recorded three consecutive trading limits, reflecting strong market performance and investor sentiment [1] - Honghe Technology has seen three trading limits in five days, indicating a positive trend in its stock performance [1] - Defu Technology and Tongguan Copper Foil have both increased by over 10%, showcasing strong growth in their stock prices [1] Group 2: Market Outlook - Tianfeng Securities' research report estimates that the market space for M8 PCB boards related to AI servers and switches will reach between 50 billion to 60 billion by 2026, highlighting significant growth potential in this market segment [1]

Group 1 - The packaging and printing sector experienced a significant rise at the beginning of trading, with Tianyuan Co., Ltd. (stock code: 003003) hitting the daily limit [1] - Nanwang Technology (stock code: 301355) saw an increase of over 10% [1] - Other companies in the sector, including Hexing Packaging (stock code: 002228), Dashengda (stock code: 603687), Jinjia Co., Ltd. (stock code: 002191), Longlide (stock code: 300883), and Meiyingsen (stock code: 002303), also experienced gains [1] Group 2 - There is a notable influx of dark pool funds into these stocks, indicating increased investor interest [1]

Core Points - The company held a staff representative meeting to elect Mr. Cao Hua as a staff representative director for the fifth board of directors, effective from the date of approval [1] - The fifth board will consist of seven members, including both staff representative directors and non-staff representative directors, complying with relevant laws and regulations [1] - Mr. Cao Hua's qualifications meet the requirements of the Company Law and the Shanghai Stock Exchange Listing Rules, and he has no conflicts of interest with other board members or significant shareholders [2] Summary of Mr. Cao Hua's Background - Mr. Cao Hua, born in July 1979, is a Chinese national with a bachelor's degree and is a mid-level engineer [4] - He has held various positions within the company, including Technical Manager, Technical Director, and Vice General Manager, and is currently the Director of Digital Lean Management [4]

Core Viewpoint - Zhengzhou New Century Digital Technology Co., Ltd. (referred to as "Century Digital") has had its IPO application accepted by the Beijing Stock Exchange, with Dongfang Securities as the sponsor and Li Xin Accounting Firm as the auditor [1] Financial Performance - Century Digital's revenue for the years 2022 to 2024 is projected to be CNY 414.1 million, CNY 571 million, and CNY 569 million respectively, while net profit attributable to the parent company is expected to be CNY 31.79 million, CNY 49.88 million, and CNY 57.30 million [1] - Total assets as of December 31 for the years 2022, 2023, and 2024 are CNY 2.14 billion, CNY 2.92 billion, and CNY 3.40 billion respectively [2] - Shareholder equity as of December 31 for the same years is CNY 1.74 billion, CNY 2.23 billion, and CNY 2.61 billion [2] - The company's operating income for 2022, 2023, and 2024 is CNY 414.11 million, CNY 571.34 million, and CNY 568.74 million respectively, with a gross profit margin of 16.63%, 18.43%, and 21.28% [2] - The net profit for the same years is CNY 31.79 million, CNY 49.88 million, and CNY 57.30 million, with a return on equity of 20.16%, 25.13%, and 23.83% [2] R&D and Cash Flow - Research and development expenses as a percentage of operating income are 3.52%, 3.24%, and 4.25% for the years 2022, 2023, and 2024 respectively [3] - The net cash flow from operating activities for the years 2022, 2023, and 2024 is CNY 3.88 million, CNY 63.68 million, and CNY 47.25 million respectively [3] Shareholding Structure - Jin Lifeng directly holds 88.24% of Century Digital's shares, making him the controlling shareholder and actual controller of the company [3]

Group 1 - The PCB concept has seen a continuous rise, with stocks such as Fangzheng Technology hitting the daily limit [1] - Other companies like Jin'an Guoji, Bomin Electronics, and Dongshan Precision also reached their daily limit, while Jinlu Electronics, Pengding Holdings, Jingwang Electronics, Shenzhen South Circuit, and Aoshikang increased by over 6% [1] - According to a report from Tianfeng Securities, the market space for M8 PCB boards corresponding to AI servers and switches is estimated to be between 50-60 billion by 2026 [1]

A股PCB概念股拉升，金安国纪涨停，鹏鼎控股涨超7%，中京电子、深南电路、逸豪新材、广合科技跟 涨。 ...

Group 1 - PCB concept stocks experienced a surge, with Jin'an Guoji (002636) hitting the daily limit up [1] - Pengding Holdings (002938) rose over 7%, indicating strong market interest [1] - Other companies such as Zhongjing Electronics (002579), Shennan Circuit (002916), Yihau New Materials (301176), and Guanghe Technology (001389) also saw increases in their stock prices [1]