证券之星消息，7月31日，劲嘉股份（002191）融资买入1244.85万元，融资偿还900.28万元，融资净买 入344.57万元，融资余额2.93亿元，近3个交易日已连续净买入累计1559.35万元，近20个交易日中有11 个交易日出现融资净买入。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-07-31 | 344.57万 | 2.93亿 | 5.12% | | 2025-07-30 | 611.62万 | 2.89亿 | 4.94% | | 2025-07-29 | 603.16万 | 2.83亿 | 4.83% | | 2025-07-28 | 974.05万 | 2.77亿 | 4.68% | | 2025-07-25 | -392.01万 | 2.67亿 | 4.59% | 融券方面，当日融券卖出400.0股，融券偿还0.0股，融券净卖出400.0股，融券余量9.42万股，近20个交 易日中有12个交易日出现融券净卖出。 | 交易日 | 融券净卖出(股) | | 融券余量(股) | 融券余额(元) | ...

证券代码：603687 证券简称：大胜达 公告编号：2025-035 浙江大胜达包装股份有限公司 表决结果：7 名同意，占全体董事人数的 100%；0 名反对；0 名弃权。 本议案的具体内容详见公司于同日在上海证券交易所网站（www.sse.com.cn） 披露的《浙江大胜达包装股份有限公司关于行使回购权暨拟出售参股公司股权的 公告》（公告编号：2025-036）。 二、审议通过《关于支付现金购买资产及对外投资的议案》 本次购买资产及对外投资系公司为降低当前美国"双反调查"对公司纸浆模 塑产业所带来的不确定性，基于交易双方优势互补、协同发展的原则，共同参与 投资海外生产基地，提高海外业务的拓展能力及服务水平，以更好地满足纸浆模 塑客户的多方面需求，符合公司的发展战略和实际情况。全体董事一致同意通过 股权转让及增资方式投资泰国远东国际环保有限公司,本次投资的股权转让款及 增资认购款合计共 40,500 万泰铢（约 9,000 万元人民币，具体按届时中国银行 挂牌价人民币兑换泰铢汇率（中间价）作为基准换算人民币），并授权公司经营 层办理本次交易有关事项，包括但不限于签署相关协议、办理股权交割、变更登 记或终止交易 ...

Group 1 - The company received a notification from its controlling shareholder, Xinjiang Xinghui Investment Management Partnership, regarding the release of part of its pledged shares [1] - Xinjiang Xinghui released 3,590,000 shares, which accounts for 0.90% of its holdings and 0.30% of the company's total shares [1] - As of the announcement date, Xinjiang Xinghui and its concerted parties had a total of 527,294,880 pledged shares, representing 44.11% of their holdings [1] Group 2 - The company confirmed that there is no risk of forced liquidation of the pledged shares, and it will not adversely affect the company's operations or governance [1] - The company will continue to monitor the pledge situation and related risks, ensuring timely disclosure of information to investors [2]

格隆汇7月31日丨新巨丰(301296.SZ)于投资者互动平台表示，公司无菌包装产品主要应用在液态奶和非 碳酸软饮料中，与胖东来暂无业务往来。公司将不断加强客户拓展，逐步提升市场份额。 ...

Core Insights - The company reported a total operating revenue of 1.162 billion yuan for the first half of 2025, a decrease of 69.9892 million yuan compared to the same period last year, representing a year-on-year decline of 5.68% [1] - The net profit attributable to shareholders was 48.5017 million yuan, with net cash inflow from operating activities amounting to 226 million yuan [1] Financial Metrics - The latest debt-to-asset ratio stands at 31.42% [3] - The latest gross profit margin is 15.30% [3] - The return on equity (ROE) is recorded at 2.62% [3] - The diluted earnings per share (EPS) is 0.14 yuan [3] - The total asset turnover ratio is 0.42 times, a decrease of 0.03 times compared to the same period last year, reflecting a year-on-year decline of 7.10% [3] - The inventory turnover ratio is 2.75 times [3] - The number of shareholders is 19,800, with the top ten shareholders holding 145 million shares, accounting for 43.31% of the total share capital [3]

Core Viewpoint - The stock price of Haishun New Materials closed at 16.13 yuan on July 30, 2025, reflecting a decrease of 0.38 yuan or 2.30% from the previous trading day [1] Group 1: Company Overview - Haishun New Materials specializes in the research, production, and sales of pharmaceutical packaging materials, food packaging materials, and electronic materials [1] - The company's products are widely used in the pharmaceutical, food, and electronics industries [1] Group 2: Financial Performance - On July 30, 2025, the trading volume was 62,500 hands, with a transaction value of 101 million yuan, resulting in a turnover rate of 4.99% [1] - On the same day, there was a net outflow of 11.72 million yuan in main funds [1] Group 3: Project Updates - The company announced that the aluminum-plastic film project is progressing in an orderly manner, with specific updates to be disclosed in future announcements [1]

（编辑 楚丽君） 证券日报网讯 7月30日晚间，华源控股发布公告称，公司将于2025年8月19日召开2025年第一次临时股 东大会。本次股东大会将审议《关于增加公司注册资本的议案》《关于修订的议案》等多项议案。 ...

Group 1 - The core point of the article is that Hubei Hongyu New Packaging Materials Co., Ltd. plans to invest up to 80 million RMB of idle funds in financial products to improve capital efficiency and increase returns, without affecting its main business operations [1] Group 2 - The company aims to ensure that the investment does not impact its operational needs while seeking better returns on idle funds [1]

华源控股7月30日公告，公司上半年实现营业收入11.62亿元，同比下降5.68%；归属于上市公司股东的 净利润4850.17万元，同比增长15.15%；基本每股收益0.14元。 ...

Investment Rating - The industry is rated as "stronger than the market" with an expected relative increase of over 10% compared to the market index in the next six months [4][27]. Core Insights - The light industry performance forecast is subdued, with a pre-profit rate of 46%. As of July 28, 2025, 54 out of 165 A-share companies in the light industry have released performance forecasts, resulting in a disclosure rate of 33%, ranking 6th among eight major consumption sectors [1][9][24]. - The paper-making sector shows a higher pre-profit rate of 67%, while the packaging and printing, home goods, and entertainment goods sectors have pre-profit rates below 50% [2][14][24]. - The report highlights a significant increase in the number of companies in the light industry experiencing losses, with 17% of companies forecasting their first loss in the first half of 2025, and 37% of companies continuing to report losses for two consecutive years [1][10][24]. Summary by Sections Light Industry Performance - The light industry has a pre-profit rate of 46%, ranking 8th among consumption sectors. The number of companies forecasting profit growth has decreased compared to the previous year, with only 17% expecting an increase and 0% expecting slight increases [1][10][24]. Paper-making Sector - The paper-making sector has a pre-profit rate of 67%, indicating stable profitability. The disclosure rate for this sector is 39%, with a notable performance differentiation among companies [2][14][15]. - In the first half of 2025, the paper-making sector saw a mix of performance forecasts, with 1 company expecting profit growth, 3 expecting a decrease, and 2 companies turning losses into profits [2][15]. Investment Recommendations - The report suggests focusing on opportunities related to the "anti-involution" initiative, which aims to eliminate excessive competition and promote reasonable pricing based on actual costs. This is expected to help restore profitability in the paper-making sector [3][24][25]. - Additionally, the report recommends paying attention to opportunities arising from the "two new" policies, which aim to stimulate investment and consumption through government support for equipment upgrades and consumer goods replacement [3][24][25].