1月7日，上海顺灏新材料科技股份有限公司(以下简称"顺灏股份（002565）")披露投资者关系活动记录 表，该公司相关负责人围绕主营业务布局、太空算力战略投资等议题与多家机构展开深度交流。 活动记录表显示，特种环保纸与印刷品业务是顺灏股份的核心主业，近年来营收及利润水平保持稳定。 其中，特种环保纸业务主要涵盖真空镀铝纸、激光防伪等环保纸质材料；印刷品业务则通过招投标模式 获取订单，依托个性化定制服务实现高客户黏性。 在工业大麻与新型烟草业务领域，顺灏股份亦已形成成熟布局。全资子公司云南绿新生物药业有限公司 聚焦工业大麻CBD(大麻二酚)、全谱系油等原料的加工提取、技术研究及产品出口；美国子公司 ShunhoLuxinUSALLC.面向当地市场，推出含CBD、NMN(烟酰胺单核苷酸)、姜黄、褪黑素等天然成分 的产品；新型烟草业务则通过控股子公司上海绿馨电子科技有限公司、参股子公司深圳市美众联科技有 限公司开展研发、生产与品牌运营，已实现规模化营收。 中关村物联网产业联盟副秘书长袁帅向《证券日报》记者表示，上市公司跨界布局太空算力领域，是其 在传统主业增长面临天花板时，寻求"第二增长曲线"的重要途径，这种资本运作 ...

证券日报网讯12月19日，诚志股份（000990）在互动平台回答投资者提问时表示，公司已逐步完善相关 资质，正在积极开拓国际市场，对接国外客户。工业大麻业务目前尚未在国外投资设立分支机构。 ...

工业大麻股继续活跃，Canopy Growth涨超19%，Tilray Brands涨超16%，极光大麻涨近11%，SNDL涨近 10%。有消息称，特朗普拟于周四签署行政令重新归类大麻。(格隆汇) ...

格隆汇12月18日丨顺灏股份(002565.SZ)在投资者互动平台表示，为了抓住海外工业大麻快速发展的机 遇，公司在美国设立了子公司 E10 Labs和 S10 Labs，通过全面科学的市场研究为生产研发提供依据， 给公司工业大麻业务发展提供具有前瞻性的市场信息支持,力求逐步满足国际市场对工业大麻提取物以 及终端产品的需求。其中，E10 Labs 获准在当地开展加工制造相关业务并在美国以及全球其他合法国 家和地区开展销售的合法资格，已经推出加热不燃烧系列产品；S10 Labs主要为工业大麻雾化器硬件提 供商。 ...

在最新公布的美国就业数据未能进一步强化美联储继续降息理由的背景下，周三美国国债和美股期指小 幅波动，美元走强。与此同时，美国总统特朗普加大对委内瑞拉的施压力度，推动油价上涨。 截至发稿，道指期货涨0.23%，标普500指数期货涨0.34%，纳指期货涨0.44%。 欧洲基准股指上涨0.3%，各板块涨跌互现，多数主要股指走高。能源板块领涨，此前特朗普下令封锁 进出委内瑞拉的油轮，提振原油价格。 英国方面，最新公布的通胀数据创下八个月以来最低水平，英镑应声下跌0.7%，富时100指数则上涨近 1%。 美国股指期货走强，此前标普500指数周二连续第三个交易日收跌，投资者正在评估美国就业形势。 特朗普在社交媒体上表示，他将于美东时间周三晚上9点（北京时间周四上午10点）向全国发表讲话。 白宫方面透露称，特朗普将就其历史性成就发表讲话、谈论未来展望，或许会预告新年政策。 就业数据降温暂缓降息押注 最新的美国劳动力市场数据显示，就业正在降温，但并未出现快速恶化迹象，促使交易员暂缓增加对短 期降息的押注。美国11月新增就业人数为6.4万人，高于路透调查经济学家的预期，但失业率升至 4.6%。不过，长达43天的政府停摆对数据造 ...

工业大麻股盘前再度上涨，CbdMD涨近14%，Canopy Growth涨超7%，Tilray Brands涨近2%。 消息人士称，美国总统特朗普预计最早将于本周签署行政命令，放宽对大麻的分类管制，并首次在联邦 层面承认大麻的医疗用途。据悉，行政命令预计将指示美国缉毒局或司法部就重新分类管制颁布最终规 定，将大麻由一级管制物质降至第三级。同时，行政命令可能还包括指示国会通过法案，让合法的大麻 企业能够获得主要银行及金融机构的服务。消息人士称，行政命令亦有可能指示医疗保险及医疗补助服 务中心，允许在医疗保险报销大麻二酚(CBD)产品。(格隆汇) ...

Core Viewpoint - Shunhao Co., Ltd. has experienced a significant stock price increase, with a cumulative rise of over 110% in 11 trading days, leading to a market capitalization of 16.9 billion yuan. However, the company has issued a warning regarding the lack of synergy between its existing business and its investment in Beijing Trajectory Chuang Technology Co., Ltd. [1] Group 1: Company Overview - Shunhao Co., Ltd. operates in four main industries: special anti-counterfeiting environmentally friendly paper, printing products, new tobacco, and industrial hemp. Its subsidiaries are located in key regions across China and have extended operations to the United States, Japan, and Cambodia [2]. - For the first three quarters of 2025, Shunhao Co., Ltd. reported a net profit attributable to shareholders of 67.319 million yuan, representing a year-on-year growth of 20.29% [2]. Group 2: Investment in Trajectory Chuang - In June 2025, Shunhao Co., Ltd. invested 110 million yuan in Trajectory Chuang, acquiring a 19.3% stake. Trajectory Chuang's primary business involves launching computing satellites into the twilight orbit to establish a space data center, providing computing services to clients [2]. - The space computing sector is gaining attention as commercial aerospace is integrated into national space development plans. However, it is noted that space computing is still in the early stages of technological validation and industrial cultivation, requiring time for maturity and large-scale commercialization [2]. Group 3: Risks and Challenges - The announcement from Shunhao Co., Ltd. highlighted that the business of Trajectory Chuang does not create synergies with its existing operations and is subject to various risks, including macroeconomic factors, industry policies, and market environment changes. The commercial value of Trajectory Chuang's "Tianshu Tiansuan" business may only become clear in the next five years, while its "Dishu Tiansuan" business may take 5 to 10 years to compete effectively with ground data centers [1]. - The company emphasized that the investment in Trajectory Chuang would have a minimal impact on its operating performance by 2025, and the development of related industries remains in the early stages, with significant uncertainty regarding future returns [1].

工业大麻股盘前大涨，Tilray Brands涨超25%，Canopy Growth涨超21%，极光大麻、SNDL涨超14%。 消息面上，美媒援引知情人士消息称，美国政府预计将推动联邦层面大幅放宽对大麻的管制，将大麻及 其衍生物的监管力度降至与部分常见处方止痛药及其他药物相同的水平。美国总统特朗普10日在白宫椭 圆形办公室与美国共和党籍众议院议长迈克·约翰逊通话时讨论了这一计划。(格隆汇) ...

Core Viewpoint - The A-share market's industrial hemp concept stocks have shown strong performance, with notable gains in several companies, driven by potential regulatory changes in the U.S. regarding cannabis classification [1][2]. Company Performance - Shunhao Co., Ltd. (002565) reached a limit-up with a 10% increase, total market value at 16.9 billion [2]. - Fuan Pharmaceutical (300194) rose by 4.91%, with a market cap of 5.592 billion [2]. - Blue Sky Technology (300487) increased by 4.85%, total market value at 29.1 billion [2]. - Jinying Co., Ltd. (600232) saw a 4.10% rise, with a market cap of 2.593 billion [2]. - Chengyitong (300430) grew by 3.82%, total market value at 5.117 billion [2]. - Yongji Co., Ltd. (603058) increased by 3.44%, with a market cap of 3.740 billion [2]. - Morning Light Biology (300138) rose by 3.19%, total market value at 6.097 billion [2]. Regulatory Impact - Reports indicate that former President Trump is expected to instruct the government to reclassify cannabis as a lower-risk substance, which could represent a significant shift in U.S. cannabis policy [1][2]. - Discussions have taken place between Trump and industry executives, as well as health officials, regarding this potential reclassification [2]. - The reclassification could facilitate easier buying and selling of cannabis, addressing tax burdens and banking service obstacles for cannabis businesses [2].

Core Viewpoint - Shunhao Co., Ltd. is actively preparing for the launch of its first experimental satellite, expected by the end of 2025, although the exact date may vary due to external factors such as approvals and launch site scheduling [1] Company Overview - Shunhao Co., Ltd. is a high-tech enterprise engaged in the research, manufacturing, and sales of environmentally friendly packaging materials [1] - The company operates in four main business areas: research, production, and sales of specialty eco-friendly paper; research, production, and sales of printed products; deep processing of industrial hemp and application scenario development; and research, production, and sales of new tobacco products [1]