（记者 张明双） 每经头条（nbdtoutiao）——涨疯了！黄金、铂金、白银通通创历史新高，美元大贬值！专家：美联储 独立性遭干预引发危机；前美联储理事：大幅降息重启房地产市场 每经AI快讯，双星新材（SZ 002585，收盘价：6.75元）12月28日晚间发布公告称，公司第六届第五次 董事会会议于2025年12月26日在公司四楼会议室以现场与通讯表决相结合的方式召开。会议审议了《关 于修订 <总经理工作细则> 的议案》等文件。 2025年1至6月份，双星新材的营业收入构成为：塑料薄膜制造业占比100.0%。 截至发稿，双星新材市值为77亿元。 ...

（记者 王瀚黎） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，裕兴股份（SZ 300305，收盘价：5.81元）12月18日晚间发布公告称，公司第六届第十四 次董事会会议于2025年12月18日在公司会议室以现场会议和通讯表决相结合的方式召开。会议审议了 《关于召开2026年第一次临时股东会通知的议案》等文件。 2025年1至6月份，裕兴股份的营业收入构成为：塑料薄膜制造业占比87.2%，其他业务占比9.42%，涂 布膜占比3.37%。 截至发稿，裕兴股份市值为22亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… ...

（编辑 丛可心） 证券日报网讯 12月17日，双星新材在互动平台回答投资者提问时表示，公司产品覆盖光学材料、新能 源材料、节能窗膜材料、可变信息材料及热收缩材料五大领域，广泛应用于显示面板、陶瓷电容、窗膜 等中游环节，并最终服务于智能设备、建筑、光伏等终端市场。面对光伏市场的变化，公司积极调整经 营策略，优化产品结构，以适应市场的新需求，保持竞争力。 ...

每经AI快讯，裕兴股份（SZ 300305，收盘价：6.37元）12月10日晚间发布公告称，持有江苏裕兴薄膜 科技股份有限公司股份约3557万股（占公司当前总股本的9.47%）的股东北京人济房地产开发集团有限 公司计划于2026年1月5日至2026年4月3日期间以集中竞价方式减持公司股份不超过375万股(占公司当前 总股本的1%)。 截至发稿，裕兴股份市值为24亿元。 每经头条（nbdtoutiao）——白金信用卡权益大缩水：贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头，"羊 毛党"薅了个寂寞 （记者 王瀚黎） 2025年1至6月份，裕兴股份的营业收入构成为：塑料薄膜制造业占比87.2%，其他业务占比9.42%，涂 布膜占比3.37%。 ...

Core Viewpoint - The announcement highlights the potential risks associated with the construction and operation of the polyamide-nylon film project by the company, emphasizing the long investment cycle and various external factors that could impact project completion and expected returns [1] Group 1: Project Construction Risks - The polyamide-nylon film project has a long investment construction cycle, which may be affected by resource input, construction environment, and approval processes [1] - There is a risk that the project may not be completed on time due to the aforementioned factors [1] Group 2: Operational Risks - Once the polyamide-nylon film project is underway, it will face operational risks from macroeconomic conditions, industry policies, technological advancements, and market competition [1] - These operational risks could lead to the inability to achieve the expected investment returns from the project [1]

Group 1 - The core point of the article is that 双星新材 (Double Star New Materials) held its sixth board meeting on October 24, 2025, to review the third quarter report for 2025 [1] - For the first half of 2025, the company's revenue composition is entirely from the plastic film manufacturing industry, accounting for 100.0% [1] - As of the report date, the market capitalization of 双星新材 is 6.5 billion yuan [1]

Core Viewpoint - The Indian Ministry of Commerce has initiated an anti-dumping investigation into PET films imported from China, Bangladesh, Thailand, and the USA, following applications from domestic companies [1] Group 1: Investigation Details - The investigation targets PET films with a thickness of 8 to 100 microns, excluding those used for solar panels [1] - The period for the anti-dumping investigation is set from April 1, 2024, to March 31, 2025, lasting 12 months [1] - The damage investigation period covers multiple years: April 1, 2021, to March 31, 2022; April 1, 2022, to March 31, 2023; April 1, 2023, to March 31, 2024; and April 1, 2024, to March 31, 2025 [1]

Core Insights - Zhejiang Dazhongnan Co., Ltd. reported a revenue of 637 million yuan for the first half of 2025, representing a year-on-year decrease of 1.46% [1] - The BOPP capacitor film products generated revenue of 215 million yuan, accounting for 33.84% of total revenue, continuing to be one of the company's core product segments [1] - The gross margin for capacitor films improved by 2.20 percentage points year-on-year, reaching 37.26%, indicating significant results in product structure optimization and cost control [1] - The company is actively expanding the application of capacitor films in emerging fields such as new energy and special electrical equipment [1] - The subsidiary Ningbo Wanxiang Capacitor Testing Center has officially commenced operations and is receiving orders, with plans for further production scale expansion in the future [1]

Group 1 - The company, Double Star New Materials, announced that its sixth board meeting was held on August 12, 2025, to discuss the proposal for changing the company's registered capital and amending the articles of association [2] - For the year 2024, the company's revenue composition is entirely from the plastic film manufacturing industry, accounting for 100.0% [2]

Group 1: Financial Performance and Projections - The company aims for revenue growth in 2025, with a focus on maintaining production and sales of high-margin products like the Ningbo Wanshang high-voltage capacitor film [2][3] - The net profit for 2024 and Q1 2025 has been positive, indicating a profitable period [3][4] - The company reported a 12.04% increase in R&D investment for 2024, amounting to 44.54 million yuan [8] Group 2: Market and Product Development - Ningbo Wanshang has achieved scale production of capacitor films, with a favorable market situation where some products are in short supply [9][10] - The company is actively developing new products, including a new energy metalized film and capacitor testing center, to enhance product quality and profitability [8][19] - The company is not currently developing PEEK materials but is focusing on core business areas and digital transformation [4][18] Group 3: Shareholder Concerns and Stock Performance - The company has not distributed dividends due to negative distributable profits, despite having unallocated profits on the books [20] - The stock price has remained low, influenced by various factors including macroeconomic conditions and market sentiment [3][11] - The company is considering market value management strategies but has not implemented a formal plan yet [9][18] Group 4: Corporate Governance and Strategic Decisions - The major shareholder's equity transfer process is ongoing, with updates to be provided as they become available [6][14] - The company is not currently considering divesting or restructuring its business segments, focusing instead on improving product quality and reducing production costs [4][8] - The company acknowledges the competitive pressure in the film market and is working to enhance its differentiation strategy [9][10]