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恒安国际20251009
2025-10-09 14:47
恒安国际 20251009 摘要 恒安国际预计 2025 年全年销售和利润与 2024 年持平,上半年虽有 2- 3%的下跌,但期望下半年改善以保持全年稳定。现金流充裕,维持每股 1.4 元的年度派息。 生活用纸板块 ASP 已现拐点,预计下半年至少维持上半年近 3%的增长, 高端产品占比提升亦有助益。促销费用控制将正面影响毛利率,第三季 度毛利率已扩张。 木浆成本虽有上涨压力,但影响有限,库存周期维持 3 个月,预计下半 年纸巾业务毛利率将继续改善。公司关注木浆供应商提价动向,但认为 大幅上涨可能性不大。 卫生巾市场竞争激烈,尤其线上市场,国内品牌通过电商平台争夺份额。 恒安国际将平衡线上线下发展,线下渠道仍是重要优势,线上占比预计 接近 30%。 恒安国际卫生巾线下销售占比约 51%,尤其在三四五线城市渗透率高。 未来将进一步渗透传统小店、校园店等渠道,并拓展即时零售、社区团 购等新模式。 Q&A 请介绍一下恒安国际在 2025 年下半年的经营情况以及未来展望。 2025 年上半年,尽管行业竞争激烈,恒安国际依然保持了相对稳定的发展。 具体来看,纸巾业务在上半年实现了单位数增长,主要得益于销量和平均售价 ...
中顺洁柔9月30日获融资买入317.51万元,融资余额2.09亿元
Xin Lang Cai Jing· 2025-10-09 01:29
资料显示,中顺洁柔纸业股份有限公司位于广东省中山市西区彩虹大道136号,成立日期1999年5月28 日,上市日期2010年11月25日,公司主营业务涉及生产和销售中高档生活用纸。主营业务收入构成为: 成品95.70%,半成品及其他4.30%。 9月30日,中顺洁柔涨0.61%,成交额5642.83万元。两融数据显示,当日中顺洁柔获融资买入额317.51 万元,融资偿还659.59万元,融资净买入-342.08万元。截至9月30日,中顺洁柔融资融券余额合计2.10 亿元。 融资方面,中顺洁柔当日融资买入317.51万元。当前融资余额2.09亿元,占流通市值的1.98%,融资余 额低于近一年10%分位水平,处于低位。 融券方面,中顺洁柔9月30日融券偿还8400.00股,融券卖出2000.00股,按当日收盘价计算,卖出金额 1.65万元;融券余量15.00万股,融券余额123.60万元,低于近一年30%分位水平,处于低位。 分红方面,中顺洁柔A股上市后累计派现8.45亿元。近三年,累计派现2.41亿元。 机构持仓方面,截止2025年6月30日,中顺洁柔十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股 ...
当地市监局回应“维达抽纸被曝有黄色不明物体”
第一财经· 2025-09-30 11:25
本文字数:1079,阅读时长大约2分钟 2025.09. 30 9月30日,"维达抽纸被曝有黄色不明物体"的话题冲上热搜,引发广泛关注。 9月28日,据南都湾财社,有广东的消费者在社交平台发帖投诉称,她购买的维达抽纸中出现不明异 物。该消费者发布的视频显示,她从一包维达中抽出纸巾, 纸巾与纸巾之间粘着黄色、疑似纸片的 物体,该异物表面还有黑色污渍。 广东省市场监督管理局的工作人员表示, 已关注到相关信息,已转到相关执法部门进行核查,"我们 会依法进行处理的,目前主要是属地在核查。" 界面新闻查询黑猫投诉发现,除纸巾异物问题外, 另有消费者反映在维达厕纸中发现活虫。 一位消 费者称,9月25日使用新拆封的维达卫生纸时发现活虫,对其心理和健康造成严重影响。 另一位女性消费者表示, 8月26日在电商平台购买的维达湿厕纸内发现异物, 向厂家反映后迟迟未 获处理。由于该产品直接接触私处,她担忧对健康造成影响,要求进行身体检查并获得相应赔偿。 爱企查App显示,维达抽纸关联公司维达纸业(中国)有限公司成立于2009年12月,法定代表人为胡 伟,注册资本约1.97亿美元,经营范围包括纸制品制造、纸制品销售、个人卫生用品销售 ...
中顺洁柔:公司始终坚持以生活用纸为核心主营业务
Zheng Quan Ri Bao· 2025-09-26 10:21
(文章来源:证券日报) 证券日报网讯中顺洁柔9月26日在互动平台回答投资者提问时表示,公司始终坚持以生活用纸为核心主 营业务,不断加强品牌建设,致力于成为"美好生活陪伴者",为股东创造更多价值。 ...
中顺洁柔9月24日获融资买入453.03万元,融资余额2.21亿元
Xin Lang Cai Jing· 2025-09-25 01:31
9月24日,中顺洁柔涨2.09%,成交额7631.45万元。两融数据显示,当日中顺洁柔获融资买入额453.03 万元,融资偿还879.13万元,融资净买入-426.10万元。截至9月24日,中顺洁柔融资融券余额合计2.22 亿元。 融资方面,中顺洁柔当日融资买入453.03万元。当前融资余额2.21亿元,占流通市值的2.08%,融资余 额低于近一年30%分位水平,处于低位。 机构持仓方面,截止2025年6月30日,中顺洁柔十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股2836.21万股,相比上期减少1585.98万股。南方中证1000ETF(512100)位居第六大流通 股东,持股601.40万股,相比上期增加117.45万股。华夏中证1000ETF(159845)位居第七大流通股 东,持股351.82万股,相比上期增加83.47万股。广发中证1000ETF(560010)位居第十大流通股东,持 股281.54万股,为新进股东。 责任编辑:小浪快报 截至6月30日,中顺洁柔股东户数9.00万,较上期减少3.95%;人均流通股14053股,较上期增加4.11%。 2025年1月-6月,中顺洁柔实 ...
维达领衔发布无纺布安全标准,引领安心洁净新风向
Xin Hua Wang· 2025-09-23 04:10
9月22日,国内生活用纸行业领军品牌维达,联合新华网、数据洞察机构凯度、电商平台京东以及无纺布生产企业赛得利,共同发布了《2025无纺布清 洁用品安全标准白皮书——湿巾、洗脸巾、湿厕纸等个护品类》。该报告标志着国内无纺布清洁用品行业迎来了首份系统化、专业化、高标准的无纺布清洁 用品安全指南,为行业的安全健康发展树立了全新标杆。 | | 《2025无纺布清洁用品安全标准白皮书》 | | --- | --- | | . | 199 | | ×1 | ે છે. ખેત | | ×2 | 5Safe标准 | | ×3 | 产品品控安全 | | | "数据来源:尚普咨询集团,通过对比中国大陆(不包括港湾 | 高增长背后暗藏隐忧,安全标准成行业刚需 近年来,随着消费者健康意识的提升,以洗脸巾、湿巾、湿厕纸为代表的无纺布清洁用品市场呈现爆发式增长,成为拉动清洁纸品市场增长的主力军。 然而,行业在高速发展的同时,安全隐患也随之浮上水面。市场上产品良莠不齐,部分不良商家以次充好、虚假宣传、生产不规范等问题时有发生,诸 如"添加荧光增白剂"、"微生物超标"等安全事件频频曝光,不仅损害了消费者的权益,更引发了广泛的社会关切和行业 ...
稳健医疗跌2.06%,成交额6071.37万元,主力资金净流出319.87万元
Xin Lang Cai Jing· 2025-09-22 02:14
Company Overview - Steady Medical is located in Longhua District, Shenzhen, Guangdong Province, and was established on August 24, 2000. The company went public on September 17, 2020. Its main business involves the research, production, and sales of cotton products [1] - The company's revenue composition includes: consumer products - wet and dry cotton towels 19.87%, medical consumables - surgical room consumables 18.15%, medical consumables - traditional wound care and dressing products 13.88%, consumer products - sanitary napkins 13.02%, consumer products - adult clothing 12.73%, consumer products - baby clothing and supplies 11.36%, consumer products - other fiber products 5.24%, consumer products - other non-woven products 4.88%, and others 0.87% [1] Financial Performance - As of June 30, 2025, Steady Medical achieved operating revenue of 5.296 billion yuan, representing a year-on-year growth of 31.31%. The net profit attributable to the parent company was 492 million yuan, with a year-on-year increase of 28.07% [2] - Since its A-share listing, the company has distributed a total of 2.875 billion yuan in dividends, with 1.729 billion yuan distributed in the past three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders of Steady Medical was 27,900, an increase of 30.38% compared to the previous period. The average number of circulating shares per person was 6,290, a decrease of 23.30% [2] - The top circulating shareholder is Huabao Zhongzheng Medical ETF, holding 7.4347 million shares as a new shareholder. The second-largest shareholder is E Fund Growth Enterprise Board ETF, holding 4.5371 million shares, a decrease of 113,400 shares compared to the previous period [3]
依依股份涨2.07%,成交额1.14亿元,主力资金净流出408.00万元
Xin Lang Cai Jing· 2025-09-17 06:01
Company Overview - Yiyi Co., Ltd. is located in the Zhangjiawo Industrial Zone of Xiqing District, Tianjin, established on May 10, 1990, and listed on May 18, 2021. The company specializes in the research, production, and sales of disposable hygiene products and non-woven fabrics [1][2]. Financial Performance - For the first half of 2025, Yiyi Co., Ltd. achieved operating revenue of 888 million yuan, representing a year-on-year growth of 9.34%. The net profit attributable to the parent company was 102 million yuan, with a year-on-year increase of 7.37% [2]. - Since its A-share listing, Yiyi Co., Ltd. has distributed a total of 531 million yuan in dividends, with 389 million yuan distributed over the past three years [3]. Stock Performance - As of September 17, Yiyi Co., Ltd.'s stock price increased by 2.07%, reaching 31.03 yuan per share, with a total market capitalization of 5.737 billion yuan. The stock has risen 94.89% year-to-date, with a 14.54% increase over the past five trading days [1]. - The stock has seen significant trading activity, with a turnover of 114 million yuan and a turnover rate of 3.54% on the same day [1]. Shareholder Information - As of September 10, the number of shareholders for Yiyi Co., Ltd. was 19,200, an increase of 2.18% from the previous period. The average number of circulating shares per shareholder was 5,544, a decrease of 2.13% [2]. - As of June 30, 2025, the top ten circulating shareholders included a notable change, with Yinhua Value Preferred Mixed Fund (519001) exiting the top ten list [3]. Business Segments - The main revenue sources for Yiyi Co., Ltd. include pet pads (86.05%), pet diapers (7.42%), non-woven fabrics (4.85%), and other disposable hygiene products [1].
依依股份涨2.10%,成交额7981.27万元,主力资金净流入1031.68万元
Xin Lang Cai Jing· 2025-09-15 02:54
Company Overview - Yiyi Co., Ltd. is located in the Zhangjiawo Industrial Zone of Xiqing District, Tianjin, and was established on May 10, 1990. The company was listed on May 18, 2021. Its main business involves the research, production, and sales of disposable hygiene products and non-woven fabrics [1][2]. Financial Performance - For the first half of 2025, Yiyi Co., Ltd. achieved operating revenue of 888 million yuan, representing a year-on-year growth of 9.34%. The net profit attributable to the parent company was 102 million yuan, reflecting a year-on-year increase of 7.37% [2]. - Since its A-share listing, Yiyi Co., Ltd. has distributed a total of 531 million yuan in dividends, with 389 million yuan distributed over the past three years [3]. Stock Performance - As of September 15, Yiyi Co., Ltd.'s stock price increased by 2.10%, reaching 29.12 yuan per share, with a total market capitalization of 5.384 billion yuan. The stock has risen 82.89% year-to-date, with a 3.89% increase over the last five trading days, 14.46% over the last 20 days, and 41.49% over the last 60 days [1]. - The stock has seen a net inflow of main funds amounting to 10.3168 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of September 10, the number of shareholders of Yiyi Co., Ltd. was 19,200, an increase of 2.18% from the previous period. The average number of circulating shares per shareholder was 5,544, a decrease of 2.13% [2]. - As of June 30, 2025, a notable change in institutional holdings occurred, with Yinhua Value Preferred Mixed Fund (519001) exiting the top ten circulating shareholders [3]. Business Segments - The main revenue sources for Yiyi Co., Ltd. include pet pads (86.05%), pet diapers (7.42%), non-woven fabrics (4.85%), nursing pads (0.84%), and other disposable hygiene products [1].
依依股份涨3.40%,成交额3191.49万元,主力资金净流入98.27万元
Xin Lang Zheng Quan· 2025-09-12 02:19
Company Overview - Yiyi Co., Ltd. is located in the Zhangjiawo Industrial Zone, Xiqing District, Tianjin, and was established on May 10, 1990. The company went public on May 18, 2021. Its main business involves the research, production, and sales of disposable hygiene products and non-woven fabrics [2]. Financial Performance - For the period from January to June 2025, Yiyi Co., Ltd. achieved a revenue of 888 million yuan, representing a year-on-year growth of 9.34%. The net profit attributable to the parent company was 102 million yuan, with a year-on-year increase of 7.37% [2]. - Since its A-share listing, Yiyi Co., Ltd. has distributed a total of 531 million yuan in dividends, with 389 million yuan distributed over the past three years [3]. Stock Performance - As of September 12, Yiyi Co., Ltd.'s stock price increased by 3.40%, reaching 29.21 yuan per share, with a total market capitalization of 5.401 billion yuan. The stock has risen 83.46% year-to-date, with a 3.22% increase over the last five trading days, 15.45% over the last 20 days, and 43.60% over the last 60 days [1][2]. - The company has seen a net inflow of main funds amounting to 982,700 yuan, with large orders accounting for 13.16% of total purchases [1]. Shareholder Information - As of September 10, the number of shareholders for Yiyi Co., Ltd. was 19,200, an increase of 2.18% from the previous period. The average circulating shares per person decreased by 2.13% to 5,544 shares [2]. Business Segmentation - The main revenue sources for Yiyi Co., Ltd. include pet pads (86.05%), pet diapers (7.42%), non-woven fabrics (4.85%), and other disposable hygiene products [2].