Investment Rating - The investment rating for the company is "Buy" with a target price not specified [5] Core Views - The company has completed multiple strategic acquisitions to enhance its industrial strength, including the acquisition of COFCO Packaging in January 2025, which solidifies its market position in metal packaging and expands into high-quality sectors like steel and plastic packaging [1][3] - The company is actively expanding its overseas market presence, particularly in Southeast Asia and Central Asia, to capitalize on international growth opportunities and improve its domestic supply structure [2] - The company has adjusted its profit forecast for 2025-2027, expecting revenues of 23.8 billion, 24.8 billion, and 26.2 billion respectively, with net profits of 1.38 billion, 1.31 billion, and 1.41 billion, reflecting a strategic focus on growth despite short-term impacts from acquisitions [4] Financial Performance - In Q2 2025, the company reported revenue of 6.2 billion, a year-on-year increase of 68%, while net profit attributable to shareholders was 240 million, a decrease of 11% [1] - For the first half of 2025, the company achieved revenue of 11.7 billion, up 63% year-on-year, with net profit of 900 million, an increase of 65% [1] - The company’s earnings per share (EPS) for 2025 is projected to be 0.54, with a price-to-earnings (P/E) ratio of 11 [4] Strategic Acquisitions - The company signed an agreement to acquire 65.5% of Ball United Arab Can Manufacturing LLC, which has been integrated into its consolidated financial statements, enhancing its international market capabilities [3] - The acquisition is expected to leverage local customer resources and improve cost efficiency through integrated procurement and logistics systems [3] Market Positioning - The company is positioned as a leader in the domestic market for metal packaging, with a comprehensive service capability and strong innovation capacity following its strategic acquisitions [1] - The overseas two-piece can market is characterized by stable supply-demand dynamics and higher pricing and gross margins, which the company aims to capitalize on through its international expansion strategy [2]

天眼查App显示，近日，邯郸市亮虎包装有限公司成立，法定代表人为冀东臣，注册资本50万人民币， 经营范围为一般项目：纸制品销售;包装材料及制品销售;办公用品销售;建筑材料销售;建筑装饰材料销 售;二手日用百货销售;日用百货销售;日用品销售;工程塑料及合成树脂销售;合成材料销售;增材制造装备 销售;新型陶瓷材料销售;建筑陶瓷制品销售;特种陶瓷制品销售;金属材料销售（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：包装装潢印刷品印刷（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，具体经营项目以批准文件或许可证件为准）。 ...

证券日报网讯龙利得（300883）9月11日在互动平台回答投资者提问时表示，截至2025年9月10日公司股 东总户数为17，934户。 ...

Market Overview - The packaging and printing sector rose by 0.53% on September 11, with Hongbo Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Top Gainers in Packaging and Printing Sector - Hongbo Co., Ltd. (002229) closed at 18.95, up 4.58% with a trading volume of 660,600 shares and a turnover of 1.228 billion yuan [1] - Nanwang Technology (301355) closed at 12.63, up 2.27% with a trading volume of 78,200 shares and a turnover of 98.1314 million yuan [1] - Zhuhai Zhongfu (000659) closed at 3.31, up 2.16% with a trading volume of 1,096,600 shares and a turnover of 357 million yuan [1] Top Losers in Packaging and Printing Sector - Yinglian Co., Ltd. (002846) closed at 21.89, down 3.36% with a trading volume of 574,200 shares and a turnover of 1.252 billion yuan [2] - Hongyu Packaging (837174) closed at 39.37, down 3.22% with a trading volume of 71,400 shares and a turnover of 277 million yuan [2] - Global Printing (002799) closed at 8.66, down 1.81% with a trading volume of 172,900 shares and a turnover of 14.9 million yuan [2] Capital Flow Analysis - The packaging and printing sector experienced a net outflow of 223 million yuan from institutional investors, while retail investors saw a net inflow of 240 million yuan [2][3] - Notable net inflows from retail investors were observed in companies like Xiyue Zhixing (301198) with a net inflow of 375.17 million yuan [3] Individual Stock Capital Flow - Shunhao Co., Ltd. (002565) had a net inflow of 56.9768 million yuan from institutional investors, while retail investors had a net outflow of 60.5021 million yuan [3] - Hongbo Co., Ltd. (002229) saw a net inflow of 52.0757 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

天眼查App显示，近日，江阴市汇迪包装科技有限公司成立，法定代表人为王荣华，注册资本88万人民 币，经营范围为许可项目：包装装潢印刷品印刷；食品销售（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，具体经营项目以审批结果为准）一般项目：技术服务、技术开发、技术咨询、技术 交流、技术转让、技术推广；包装服务；纸制品销售；食品用塑料包装容器工具制品销售；包装材料及 制品销售；金属包装容器及材料销售；包装专用设备销售；木制容器销售；软木制品销售；日用木制品 销售；谷物销售；饲料原料销售；食用农产品批发；塑料制品销售；金属材料销售；金属制品销售（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）。 ...

资金流向方面，今日该股主力资金净流出5812.11万元，其中，特大单净流出23.89万元，大单资金净流 出5788.22万元。近5日主力资金净流入3380.73万元。 8月30日公司发布的半年报数据显示，上半年公司共实现营业收入1.04亿元，同比下降63.38%，实现净 利润-138.71万元。（数据宝） 集友股份9月10日交易公开信息 集友股份(603429)今日下跌7.04%，全天换手率10.70%，成交额6.98亿元，振幅9.01%。龙虎榜数据显 示，营业部席位合计净卖出1404.82万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-7.17%上榜，营业部席位合计净卖出1404.82万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.09亿元，其中，买入成交额为9768.09 万元，卖出成交额为1.12亿元，合计净卖出1404.82万元。 具体来看，今日上榜营业部中，第一大买入营业部为东方证券股份有限公司上海浦东新区耀华路证券营 业部，买入金额为2958.81万元，第一大卖出营业部为红塔证券股份有限公司北京丰科路证券营业部， 卖出金额为3106.24万元。 近半年该股累计上榜龙虎榜6 ...

Group 1 - Company announced a guarantee agreement with CITIC Bank Shenzhen Branch, providing a joint liability guarantee for its wholly-owned subsidiary Wuhan Guangda Tongchuang [2] - The maximum debt secured under the guarantee is RMB 20 million, effective from September 10, 2025, to December 31, 2026 [2] - Total guarantee amount provided by the company and its subsidiaries is RMB 479 million, accounting for 29.52% of the latest audited net assets attributable to the listed company [2]

Group 1 - The stock of Yinglian Co., Ltd. increased by 1.89% today, with a turnover rate of 31.12% and a trading volume of 1.774 billion yuan, showing a volatility of 12.30% [1] - Institutional investors net sold 1.9943 million yuan, while the total net selling from brokerage seats amounted to 14.2 million yuan [1] - The stock has appeared on the Dragon and Tiger list 9 times in the past six months, with an average decline of 0.69% the day after being listed and an average decline of 1.31% over the following five days [2] Group 2 - The main capital outflow for the stock today was 110 million yuan, with large orders seeing a net outflow of 65.6664 million yuan and big orders a net outflow of 43.9006 million yuan [2] - In the last five days, the main capital has seen a net inflow of 189 million yuan [2] - The top five brokerage seats accounted for a total transaction volume of 441 million yuan, with buying amounting to 149 million yuan and selling amounting to 293 million yuan, resulting in a net selling of 144 million yuan [1]

Market Performance - The packaging and printing sector increased by 0.15% on September 10, with Yongji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers - Yongji Co., Ltd. (603058) closed at 9.47, up 5.22% with a trading volume of 263,500 shares and a turnover of 245 million yuan [1] - Shunhao Co., Ltd. (002565) closed at 7.68, up 5.21% with a trading volume of 635,700 shares and a turnover of 488 million yuan [1] - Zhuhai Zhongfu (000659) closed at 3.24, up 4.52% with a trading volume of 1,616,100 shares and a turnover of 523 million yuan [1] Market Capital Flow - The packaging and printing sector experienced a net outflow of 324 million yuan from institutional investors, while retail investors saw a net inflow of 329 million yuan [2] - The overall market showed a mixed trend with some stocks experiencing significant inflows from retail investors despite the outflow from institutional investors [2] Individual Stock Flow - Shunhao Co., Ltd. had a net inflow of 66.79 million yuan from institutional investors, while retail investors had a net outflow of 62.68 million yuan [3] - Yongji Co., Ltd. saw a net inflow of 3.74 million yuan from institutional investors, with retail investors also experiencing a net outflow of 5.66 million yuan [3] - The overall trend indicates a divergence in investment behavior between institutional and retail investors within the sector [3]

Market Overview - A-shares opened mixed on September 8, with the Shanghai Composite Index down 0.02%, the Shenzhen Component Index up 0.33%, and the ChiNext Index up 0.21% [1] - Sectors such as batteries and aerospace equipment saw significant gains, while sectors like duty-free and CPO experienced notable declines [1] Institutional Insights - Huatai Securities noted that the A-share mid-term performance has shown a clear divergence, with short cycles continuing to bottom out but showing initial signs of improvement [2] - The report highlighted that advanced manufacturing and TMT sectors are expected to see continued supply-demand improvements, while infrastructure chain revenue is approaching a turning point [2] - A-share mid-term dividend payouts have reached a historical high, suggesting a favorable environment for investors [2] Sector Focus - CITIC Securities expressed a bullish outlook on lithium batteries and energy storage, citing the upcoming peak season and unexpected demand in the storage sector [3] - The report indicated that the supply-demand relationship in the lithium battery sector has fundamentally shifted, with strong earnings visibility and low valuations [3] - Tianfeng Securities emphasized the investment opportunities in edge AI, driven by policy support and major company innovations, particularly highlighting Apple's commitment to product innovation in this area [4]