天眼查App显示，近日，长沙市路行包装有限公司成立，法定代表人为喻龙军，注册资本50万人民币， 经营范围为一般项目：包装服务；纸制品销售；金属包装容器及材料销售；橡胶制品销售；塑料制品销 售；日用化学产品销售；建筑材料销售；建筑装饰材料销售；包装专用设备销售；合成材料销售；文具 用品零售；日用百货销售；电子产品销售；日用杂品销售；五金产品零售；环境保护专用设备销售；密 封件销售（除依法须经批准的项目外，自主开展法律法规未禁止、未限制的经营活动）。 ...

天眼查App显示，近日，上海竹素包装有限公司成立，法定代表人为周雪萍，注册资本100万人民币， 经营范围为一般项目：包装材料及制品销售；包装服务；纸制品销售；专业设计服务；广告设计、代 理；纸浆销售；图文设计制作；平面设计；金属包装容器及材料销售；工业设计服务；高性能密封材料 销售；高性能纤维及复合材料销售；货物进出口；食品用塑料包装容器工具制品销售；技术进出口；数 字技术服务；海绵制品销售；隔热和隔音材料销售；塑料制品销售；日用玻璃制品销售；玻璃纤维及制 品销售；木制容器销售。（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）。 ...

□适用 √不适用 | 上海新通联包装股份有限公司2025 | 年半年度报告摘要 | | | | | --- | --- | --- | --- | --- | | 公司代码：603022 | 公司简称：新通联 | | | | | 上海新通联包装股份有限公司 | | | | | | 上海新通联包装股份有限公司2025 | 年半年度报告摘要 | | | | | 第一节 重要提示 | | | | | | 展规划，投资者应当到 www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | 无 | | | | | | 第二节 公司基本情况 | | | | | | 公司股票简况 | | | | | | 股票种类 股票上市交易所 | 股票简称 | 股票代码 | | 变更前股 | | 票简称 | | | | | | A股 上海证券交易所 新通联 | | 603022 | | | | 联系人和联系方式 董事会秘书 | | | 证券事务代表 | | | 姓名 徐宏菁 | | 张莹 | | | | 电话 021-36535 ...

Core Insights - Nantong Shuangshi Packaging Products Co., Ltd. has been established with a registered capital of 990,000 RMB [1] - The legal representative of the company is Tang Hu [1] - The company's business scope includes sales of packaging materials and products, food plastic packaging containers, metal packaging containers and materials, plastic products, wooden containers, paper products, specialized packaging equipment, and packaging services [1] Company Overview - The company is newly established and focuses on various packaging solutions [1] - It operates under the general project category, allowing for a wide range of packaging-related activities [1] - The establishment of this company indicates potential growth in the packaging industry, particularly in the context of increasing demand for diverse packaging solutions [1]

Core Insights - Le Mei Packaging, a leading Chinese aseptic packaging manufacturer, has launched the second phase of its production line at its factory in Banten Province, Indonesia, marking a significant step in its global expansion [1] - The new production line is expected to increase the annual capacity to 21 billion packages [1] - The factory, which is Indonesia's first end-to-end aseptic packaging facility, will begin commercial production in 2024, initially producing 12 billion packages annually [1] Company Overview - Le Mei Packaging's Indonesian factory is equipped with world-class equipment and currently employs 450 staff, with approximately 40% of them sourced from Banten Province [1] - The primary products manufactured will be aseptic packaging materials and paper straws, catering to the Indonesian food and beverage industry [1] Industry Impact - The facility is anticipated to reduce Indonesia's reliance on imported aseptic packaging products [1] - The Indonesian Minister of Economic Coordination highlighted that the facility will support the country's free nutrition meal program aimed at improving the health of school children, infants, pregnant women, and nursing mothers [1]

Core Viewpoint - The doubling of tariffs on steel and aluminum to 50% by the Trump administration is significantly impacting U.S. food manufacturers, leading them to reconsider their packaging strategies and shift towards alternatives like sterile cartons, glass, and plastic [1][2][3]. Group 1: Impact on Food Manufacturers - Pacific Coast Producers, a major canned food supplier, is facing a 6% increase in special steel costs due to the new tariffs, which could lead to annual losses of up to $40 million and a planned 24% price increase for customers [1][3]. - The influx of imported canned goods from China and Southeast Asia has been driving down prices for domestic products since 2017, exacerbating the impact of the new tariffs [1][3]. - Companies are exploring alternative packaging solutions, such as sterile cartons from Tetra Pak and SIG Group, to mitigate rising costs [2][3]. Group 2: Industry Response and Trends - The beverage industry is also affected, with Coca-Cola indicating a potential shift towards plastic packaging if aluminum costs rise significantly [2][5]. - The American Glass Packaging Association is seeing opportunities to capture market share from aluminum cans due to the tariffs [3][4]. - Analysts suggest that if tariffs persist, companies will need to rethink their packaging strategies to maintain profitability [3][4]. Group 3: Challenges in Transitioning Packaging - Transitioning to alternatives like glass or sterile cartons presents logistical and cost challenges, as glass is generally more expensive due to its heavier weight [4][5]. - The majority of aluminum used in beverage cans is recycled, which may shield some manufacturers from tariff impacts [4][5]. - Companies that have diversified their packaging options, like Coca-Cola, may adapt more easily to tariff changes compared to those focused solely on canned products [5][6].

Core Points - The company announced a cash dividend distribution of 0.078 yuan per share for the fiscal year 2024, totaling 15.6 million yuan [2][4] - The dividend distribution plan was approved at the annual shareholders' meeting held on May 19, 2025 [2][3] Distribution Plan - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the registration date [3] - The total share capital used for the distribution is 200 million shares [4] Implementation Details - Cash dividends for unrestricted circulating shares will be distributed through the clearing system of the China Securities Depository and Clearing Corporation Limited [5] - Shareholders who have not completed designated trading will have their dividends held by the China Securities Depository and Clearing Corporation Limited until they complete the necessary trading [5] Taxation Information - For individual shareholders holding shares for over one year, the cash dividend of 0.078 yuan per share is exempt from personal income tax [7] - For qualified foreign institutional investors (QFII), a 10% withholding tax applies, resulting in a net dividend of 0.0702 yuan per share [8] - Other institutional investors are responsible for their own tax obligations, with a gross dividend of 0.078 yuan per share [8] Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's securities department at 021-36535008 during business days [9]

Core Viewpoint - The company anticipates stable annual performance despite a significant decline in net profit in Q1 due to the beverage industry's "small year" impact, which is consistent with similar past years [1][2] Group 1: Company Performance - In Q1, the company's net profit decreased significantly year-on-year due to the beverage industry's "small year" and weak demand for beverage gift consumption [1] - The company operates in metal packaging, producing three-piece cans, two-piece cans, aseptic paper packaging, and PET bottles, closely tied to the macro economy and the downstream food and beverage industry [1] - The company expects to maintain performance at levels comparable to similar years despite the Q1 decline [1] Group 2: Strategic Initiatives - The company plans to leverage its relatively low debt ratio and strong cash flow to actively seek suitable acquisition opportunities in response to regulatory policies promoting mergers and acquisitions [2] - Future growth is anticipated from two directions: new brands entering the beverage industry and new products from traditional beverage brands [2] - The company is advancing its "full industry chain beverage service platform" strategy, with positive trends in traditional core customer growth, new customers, and new product development [2] Group 3: Market Dynamics - The metal packaging industry in China has over 2,000 companies, characterized by low concentration and many regional small and medium-sized enterprises lacking scale advantages, indicating a clear trend towards industry consolidation [1] - The company aims to reduce reliance on single large customers and enhance cross-selling and export capabilities among core customer business segments [2] - The growth of order quantity and frequency from some leading customers indicates a positive development trend for the platform's contract filling business model, which is expected to become a new profit growth point [2]