2026.02. 01 本文字数：1599，阅读时长大约3分钟 2月1日晚，嘉美包装（002969）、锋龙股份（002931）发布公告称，停牌核查结束，明日复牌。 图片来源：东方财富 图片来源：公 司公告 对于公司易主事项，嘉美包装核查后表示，苏州逐越鸿智科技发展合伙企业（有限合伙）（简称"逐 越鸿智"）承诺在取得上市公司控制权后的36个月内，不会对上市公司进行资产注入。 本次控制权变更事项尚无实质性进展，存在收购方并购贷款无法审批通过的风险。收购方逐越鸿智参 与本次收购的资金来源为自有资金及自筹资金，截至目前，自筹资金尚在申请中，是否可以申请成功 尚存在不确定性。 就停牌核查结果来看，嘉美包装明确表示，公司不涉及机器人、扫地机器人相关业务；锋龙股份亦表 示，公司不涉及人形机器人业务，且优必选承诺36个月内不注入资产。 回溯来看，嘉美包装股票自2025年12月17日至2026年1月23日期间价格涨幅为408.11%；锋龙股 份股票自2025年12月25日至2026年1月23日已连续17个交易日涨停，价格涨幅为405.74%，均 多次触及股票交易异常波动情形。经公司向深交所申请，嘉美包装、锋龙股份股票均自1月2 ...

锋龙股份(002931.SZ)公告称， 近日收到优必选关于本次交易的进一步承诺，承诺在收购完成后36个月内，不存在向上市公司注入其持有资产的计 划。 本次交易尚需履行多项程序，存在不确定性。停牌期间，公司就股票交易波动情况进行了核查。目前，相关核查工作已完成，公司股票自2月2 日起复牌。 锋龙股份、嘉美包装两只牛股今日双双公告称，明起复牌。 公告还称，公司不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售，未发生重大变化，预计未 来12个月内主营业务不会发生重大变化。公司股票价格已严重脱离基本面，市盈率和市净率显著高于行业平均水平，存在市场情绪过热、非理性炒 作风险，未来可能存在股价快速下跌的风险。 值得注意的是，锋龙股份停牌前录得18连板，股价逼近百元关口再创新高 ，最新市值达217亿元。 | 23.17 | | 所属行业:轻工制造+1.09% > | | | 查看所属板块 > | | | --- | --- | --- | --- | --- | --- | --- | | +1.82 +8.52% | | 包装印刷 | | 啤酒 | | | | | | +1.82 ...

北京商报讯（记者 马换换 李佳雪）2月1日，嘉美包装（002969）披露公告称，公司就股票交易波动情 况进行了核查。鉴于相关核查工作已完成，公司股票将于2月2日起复牌。 公告显示，嘉美包装自2025年12月17日至2026年1月23日期间价格涨幅为408.11%，期间多次触及股票 交易异常波动情形，公司股票短期内价格涨幅较大。 嘉美包装表示，公司不涉及机器人、扫地机器人相关业务，主营业务仍为食品饮料包装容器的研发、设 计、生产和销售及提供饮料灌装服务；公司生产经营未发生重大变化，市场环境或行业政策未发生重大 调整；预计未来12个月内，公司主营业务不会发生重大变化。另外，公司预计2025年度经营业绩存在明 显下滑，当前股价涨幅与公司经营业绩严重偏离。 ...

Core Viewpoint - The company, 嘉美包装, announced that its stock will resume trading on February 2, 2026, after being suspended due to a significant price increase of 408.11% from December 17, 2025, to January 23, 2026, which triggered an abnormal fluctuation review [1] Group 1 - The company is undergoing a change in control with 逐越鸿智 planning to acquire it, with a commitment not to inject assets within 36 months, pending multiple approvals for the equity change [1] - The company expects a net profit for 2025 to be between 85.4371 million and 104.4231 million yuan, representing a year-on-year decline of 43.02% to 53.38%, indicating potential further deterioration in performance [1] - The company has cautioned investors about stock price volatility, performance changes, and uncertainties related to acquisition funding [1]

Core Viewpoint - A wave of delisting risk warnings was issued for 10 companies in the A-share market, including Deep Konka A and Jiyou Co., indicating potential delisting after the 2025 annual report due to financial indicators being breached [2] Group 1: Companies with Negative Net Assets - Six companies, including Deep Konka A, Banjie Co., ST Huaxi, ST Quanfeng, ST Kaiyuan, and *ST Jinling, are expected to have negative net assets by the end of 2025, which may lead to a delisting risk warning [3] - Deep Konka A (stock code: 000016) anticipates a net profit loss of between 12.581 billion and 15.573 billion yuan for 2025, with expected net assets ranging from -5.334 billion to -8.001 billion yuan [3] - The company attributes its significant losses and negative net assets to large impairment provisions on various assets and declining revenue in its core consumer electronics business [3] Group 2: Companies with Negative Profits and Revenue - Four companies, including Jiyou Co., ST Shuyuan, 365 Network, and ST Lingnan, are expected to have negative net profits and revenues below the required thresholds, triggering delisting risk warnings [5] - Jiyou Co. (stock code: 603429) forecasts a net profit loss of approximately 19 million yuan and revenue of around 170 million yuan, significantly below the 300 million yuan threshold [6] - 365 Network (stock code: 300295) expects a net profit loss between 57 million and 38 million yuan, with revenue projected between 10 million and 11 million yuan, potentially falling below the 100 million yuan threshold [7] - ST Lingnan (stock code: 002717) anticipates a net profit loss between 1.63 billion and 2.38 billion yuan, with revenue expected to be between 120 million and 180 million yuan, indicating severe financial distress [7]

Core Viewpoint - A wave of delisting risk warnings was issued for 10 companies in the A-share market, including Deep Konka A and Jiyou Co., indicating potential delisting risks due to negative financial indicators expected in their 2025 annual reports [1] Group 1: Companies with Negative Net Assets - Six companies, including Deep Konka A and Bangjie Co., are expected to have negative net assets by the end of 2025, which will likely lead to a delisting risk warning [2] - Deep Konka A (stock code: 000016) anticipates a net profit loss of between 12.581 billion yuan and 15.573 billion yuan for 2025, with expected net assets ranging from -5.334 billion yuan to -8.001 billion yuan [2] - Bangjie Co. (stock code: 002634) expects a net profit loss of 900 million yuan to 1.2 billion yuan and net assets of -900 million yuan to -600 million yuan by the end of 2025 [3] Group 2: Companies with Negative Profits and Revenue - Four companies, including Jiyou Co. and ST Lingnan, are projected to have negative profits and revenues below the required thresholds, triggering another type of delisting risk warning [4] - Jiyou Co. (stock code: 603429) forecasts a total profit loss of approximately 23 million yuan and revenue of around 170 million yuan, significantly below the 300 million yuan threshold [5] - ST Lingnan (stock code: 002717) is expected to have a total profit loss between 1.19 billion yuan and 1.78 billion yuan, with net assets projected to be between -1.4 billion yuan and -940 million yuan [6]

Core Viewpoint - A wave of delisting risk warnings was issued for 10 companies in the A-share market, including Deep Konka A and Jiyou Co., indicating potential delisting risks due to negative financial indicators expected in their 2025 annual reports [1] Group 1: Companies with Expected Negative Net Assets - Six companies, including Deep Konka A, are expected to have negative net assets by the end of 2025, which will likely lead to a delisting risk warning [2] - Deep Konka A (stock code: 000016) anticipates a net profit loss of between 12.581 billion and 15.573 billion yuan for 2025, with expected net assets ranging from -5.334 billion to -8.001 billion yuan [2] - The reasons for Deep Konka A's significant losses include large impairment provisions for various assets and declining revenue in its core consumer electronics business due to insufficient product competitiveness [2] Group 2: Companies with Expected Profit and Revenue Shortfalls - Four companies, including Jiyou Co. and ST Lingnan, are expected to have negative profits and revenues below the required thresholds, triggering delisting risk warnings [4] - Jiyou Co. (stock code: 603429) expects a total profit loss of around 23 million yuan and revenue of approximately 170 million yuan, significantly below the 300 million yuan threshold [5] - ST Lingnan (stock code: 002717) anticipates a total profit loss between 1.19 billion and 1.78 billion yuan, with net assets expected to be between -1.4 billion and -940 million yuan, indicating severe financial distress [6]

Core Viewpoint - Shaanxi Jinye (000812.SZ) is forecasting a net loss of 210 million to 250 million yuan for the fiscal year 2025, a significant decline from a profit of 42.02 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders is expected to be a loss of 210 million to 250 million yuan, compared to a profit of 42.02 million yuan in the previous year [1] - The net profit after deducting non-recurring gains and losses is projected to be a loss of 209 million to 249 million yuan, down from a profit of 36.64 million yuan in the prior year [1] Business Segments - The education segment, particularly Mingde College, has seen increased operational costs due to enhanced quality of education and teacher recruitment, leading to a decline in net profit [1] - The tobacco accessory industry is facing challenges from intensified market competition, declining bidding prices for tobacco label products, and structural issues, resulting in a decrease in net profit [1]

南财智讯1月30日电，金时科技发布2025年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-23,000万元—-28,000万元；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为-23,200万元—-28,200万元。报告期内，公司主营业务经营平稳，业绩变动的主要原因是报告期内计 提资产减值准备损失影响所致。公司拟通过北京产权交易所公开挂牌转让全资子公司湖南金时科技有限 公司100%股权，截至报告期末多次流标。根据《企业会计准则第8号——资产减值》相关规定，该资产 存在明显减值迹象，可收回金额低于账面价值。公司基于谨慎性原则，采用市场法进行评估测试，拟计 提固定资产减值损失18,676.17万元；储能行业项目回款周期较长，报告期内，公司按照《企业会计准 则》关于计提信用减值损失的相关规定，拟计提应收账款坏账损失3,226.84万元，其中，因个别客户诉 讼导致账户查封、回款严重逾期，基于谨慎性原则，公司对该客户应收账款全额计提坏账准备1,674.00 万元。 ...

北京商报讯（记者 孔文燮）1月30日，新巨丰发布公告称，预计2025年度净利润为5100万元–6800万 元，比上年同期（重组前）下降63.01%-72.26%，比上年同期（重组后）下降77.07%-82.80%。关于业绩 变动的原因，新巨丰表示，2025年3月完成对纷美包装的收购，交易资金来源包含自有资金及银行借 款，报告期内财务费用较上年同期有所增加；纷美包装纳入公司合并报表范围，公司的资产规模、销售 收入得到提升；正持续推进对纷美包装国际业务的整合工作，并依法推进与原管理层相关争议解决程 序，截至本业绩预告披露日，公司尚未取得纷美包装国际业务编制合并报表所需的充分、适当的财务资 料。 ...