Core Viewpoint - The "Big and Beautiful" Act, signed by President Trump, aims to extend tax cuts and includes various provisions affecting multiple industries, while also raising concerns about long-term fiscal implications and increasing federal deficits [1][2]. Winners - **Chip Manufacturers**: The Act increases tax credits for chip manufacturers building new factories in the U.S. from 25% to 35%, incentivizing domestic production [3]. - **Energy Companies**: The Act reopens oil and gas leasing auctions and lowers royalty rates, benefiting oil and gas producers [5]. - **Airlines**: A $12.5 billion fund is allocated for modernizing air traffic control systems, which is supported by airline executives [6]. - **Real Estate Developers**: The Act expands tax incentives for commercial real estate investors, including a 12% increase in low-income housing tax credits [7]. - **Defense Contractors**: The Pentagon plans to invest approximately $150 billion over five years in defense projects, benefiting companies like Lockheed Martin [8]. - **Private Student Loan Institutions**: Changes in federal student loan limits may drive more students to private lenders like SoFi [9]. - **Manufacturers**: The Act provides tax deductions for manufacturing costs for factories that begin operations after January 19, 2025 [10]. Losers - **Electric Vehicle Manufacturers**: The Act terminates subsidies for electric vehicle purchases, posing challenges for companies like Tesla and Ford [12]. - **Solar and Wind Energy Companies**: The expiration of specific tax credits for renewable energy projects may lead to a decline in orders and customer retention [13]. - **AI Companies**: The removal of a provision to pause state-level AI regulations may hinder innovation in the sector [13]. - **Certain Colleges**: A new tiered tax rate on investment income for private colleges may negatively impact prestigious institutions like Harvard and Yale [14]. - **Food Companies**: Cuts to the SNAP program could lead to decreased sales for major food companies reliant on SNAP beneficiaries [15]. - **Logistics Companies**: The elimination of tax exemptions for small packages may reduce demand for shipping services from companies like FedEx and UPS [16].

Group 1 - The company announced an adjustment to its comprehensive credit application to DBS Bank, shifting from the Tianjin branch to the Shanghai branch due to business adjustments at the bank [1][2] - The company plans to apply for a comprehensive credit limit of up to RMB 60 million, secured by its accounts receivable, with the validity period lasting until the next annual shareholders' meeting [1][2] - The board of directors approved the adjustment without needing to submit it to the shareholders' meeting, authorizing the chairman to sign relevant agreements with DBS Bank [2][6] Group 2 - The third board meeting was held on June 27, 2025, with all nine directors present, confirming the legality and validity of the meeting [6] - The board also passed a resolution not to lower the conversion price of the company's convertible bonds, with unanimous support from all directors [6]

Core Viewpoint - The transformation of Shuanghui's chemical packaging industry, particularly in the production of PVDC (polyvinylidene chloride) casings, marks a significant advancement in China's food packaging sector, overcoming previous reliance on imported materials and establishing a leading position in the industry [1][2][3] Group 1: Industry Development - The PVDC casing film is crucial for the production of ham sausages, directly affecting product quality and safety, with stringent production standards [1] - In the 1990s, high-performance casing film technology was dominated by foreign companies, leading to high costs of up to 120,000 yuan per ton due to reliance on imports [1] - Shuanghui Group established a packaging technology research center and invested in the development of domestic production capabilities, leading to the establishment of nine production bases across China [1][2] Group 2: Technological Advancements - The company has implemented intelligent upgrades to production lines, resulting in over a 50% increase in hourly production capacity of PVDC films and significant improvements in labor efficiency [2] - Shuanghui has developed a comprehensive R&D and testing system, holding 143 valid patents, and has led the development of national standards for casing films [2] - The company has adopted solvent-free adhesive technology and is actively involved in revising national and industry standards, promoting environmentally friendly practices [2] Group 3: Market Expansion - Shuanghui's PVDC casing films and other products are now exported to over 10 countries, including Vietnam and Indonesia, with an annual export volume of 5,000 tons, enhancing international competitiveness [3] - The company's strategy of industrialization, diversification, internationalization, and digitalization has reshaped the food packaging industry, transitioning from "import substitution" to "global leadership" [3]

新京报讯（记者王思炀）双汇第一工业园的车间内，自动化设备正高效运转，将白色小颗粒转化为坚韧的PVDC肠衣膜。薄薄的肠衣膜，曾是中国食品工 业"卡脖子"的痛点，如今却成为双汇化工包装业引领行业发展的亮点。 以PVDC肠衣膜为核心，双汇化工包装业已构建起从PVDC树脂合成到终端应用的全产业链闭环——上游建设PVDC树脂工厂，中游引入国际一流生产线， 下游通过拓展医疗包装、饮品包装等高附加值应用市场，实现了从"传统渠道"到"多元场景"的转变。其产业升级，也展现出双汇在"产业化、多元化、国际 化、数字化"战略方针指引下，技术创新与产业链整合的协同推进，以多元场景拓展重塑了食品包装行业的竞争格局。 双汇PVDC肠衣膜生产中。 企业供图 为提升生产效率和产品质量，双汇吹膜、印刷、复合等工厂积极引进设备改造，对生产线进行智能化升级。双汇化工包装事业部相关负责人表示，通过改 造，PVDC原膜小时产能提升50%以上，复合生产劳效提升了50%以上，还降低了千万元投资成本，自动化水平大幅提升。 目前，双汇化工包装业建立了完善的产品研发、检测体系，拥有有效专利达143项，技术水平走在行业前列。双汇不仅牵头制定了肠衣膜国家标准，还参与 ...

美国密歇根大学消费者信心指数连续第五个月下降，初值为50.8，为历史第二低点。 15日，沃尔玛首席财务官雷尼（John David Rainey）表示，"任何零售商都有承受的极限"，消费者将从 5月底左右开始看到价格上升，到6月物价上涨会更明显。 他称，价格上涨不仅限于家具、潮品衣物等非必需商品，基本生活必需品的价格也在上涨，例如，香蕉 价格已从每磅50美分提高到54美分。此外，对哥斯达黎加、秘鲁和哥伦比亚等国的关税抬高了牛油果、 咖啡和玫瑰等的商品成本。婴儿推车和汽车座椅等中国制造的商品也都会涨价。 哈佛大学经济学教授弗曼（Jason Furman）说，零售业的利润率低，"这不是沃尔玛在利用全球形势， 而是除了涨价别无选择"。 除沃尔玛外，其他在美运营的公司也宣布了提价计划。 受美国政府关税冲击，沃尔玛等美国零售企业宣布涨价计划，美国总统特朗普却于当地时间17日，在社 交媒体发布帖文称，"沃尔玛应停止再将提价的原因归咎于关税"，而应自行"消化关税"。 在15日的财报电话会上，沃尔玛首席执行官麦克米伦（Doug McMillon）称，鉴于当前的关税规模以及 利润空间微薄，该公司难以承受全部的成本上升压力，涨价 ...

"在如皋高新区牵线下，我们与金鹰集团完美对接，现在综合优势非常明显。"5月9日，以"融链成势赢在高新"为主题的如皋高新区首届产业对接会举行， 刚参加完签约仪式的江苏森美生活科技发展有限公司董事长曹宝强直言，得益于金鹰集团落户如皋，该公司拥有了就近的上游原材料供应商，现在每年至 少节省4000万元成本。 森美生活是一家如皋本土企业，主要从事可降解食品包装生产。2023年，金鹰集团食品级高档白卡纸项目落户如皋后，森美生活迎来了一波"泼天富贵"， 原材料运输成本每吨至少节省150元，仓储周转周期也节省一半，又省下一大笔成本。如今，借助此次对接会，森美生活又有望握住新机遇，"金鹰集团是 大型企业，我们是小型企业，有如皋高新区作'靠山'，增加了我们的诚信度，我们正在与金鹰集团携手开拓海外市场。"曹宝强说。 据了解，本次对接会聚焦高新区内的工业、服务业及新落户项目共150余家重点企业，还邀请了国家、省相关行业协会，全市部分金融机构、职业学校， 通过线上线下（300959）相结合的方式，构建跨行业、跨领域的企业合作网络，促进技术攻关、场景应用等深度合作，推动更多大中小企业实现产业对 接、协同创新、资源共享。 根据意向签约， ...

证券代码：002969 证券简称：嘉美包装 债券代码：127042 债券简称：嘉美转债 嘉美食品包装（滁州）股份有限公司 2024 年度业绩说明会投资者关系活动记录表 | 投资者关系活动类 | □ 特定对象调研 □ 分析师会议 | | --- | --- | | 别 | □ 媒体采访 ☑ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | □ 其他 | | 参与单位名称及人 | 嘉美包装 2024 年度业绩说明会采用网络远程方式进行，面向全体投资者 | | 员姓名 | | | 时间 | 2025 年 5 月 7 日 15:00-17:00 | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏 | | | 目 | | 上市公司接待人员 | 主持人：嘉美包装 | | 姓名 | 董事长, 总经理：陈民 | | | 董事，副总经理，董事会秘书：陈强 | | | 财务负责人：季中华 | | | 独立董事：何冰玉 首先，由公司接待人员对公司整体情况作了简要介绍。 | | | 2024 年度，公司进入重启上市时制订的三年发展目标的 ...

食品包装是保鲜护质的核心，更是体验升级的关键。当传统包装陷入同质化困局，创新正成为破局关 键。突破性的包装设计，通过色彩心理学+语言符号化，让产品从货架到开箱全程高能。 Wow Food 2025包装赛道作品精选 FBIF Wow食品创新奖，自2017年在上海发起，致力于发现、展示、表彰食品饮料各个类别的卓越创 新。包装赛道的前身Marking Awards（MA）聚集国际力量，始终努力推动食品品牌的包装创新速 度、功能优化及审美认知，备受WPO（国际包装组织）关注。自2024年九月新赛季官宣以来，组委会 共收到超过130+包装设计作品，经过激烈角逐，初赛共有95件作品脱颖而出，顺利入围决赛。 接下来，让我们一起点击穿越回高能现场！共同见证包装赛道入围作品名单。 目录 Wow Food 2025包装赛道强势集结全球顶尖企业、机构携重磅设计作品，谁将定义未来包装新高度？ 初赛评审团集结全球百强食品包装高管、国际顶尖设计机构掌门人及设计总监，以行业顶级视角为作品 把关。评委们将从六个维度严格打分，包括设计性、传达性、前瞻性、功能性、商业价值和可持续性， 多角度、全方位对产品进行解读和评判。最终，共计95件作品入围 ...

Core Viewpoint - New Mei Xing has demonstrated impressive financial performance and innovation in the liquid food packaging machinery industry, capitalizing on trends towards smart, digital, and sustainable solutions [1][2]. Financial Performance - In 2024, New Mei Xing reported revenue of 1.075 billion yuan, a year-on-year increase of 15.78% - The net profit attributable to shareholders was 45.2522 million yuan, up 94.36% year-on-year - Basic earnings per share reached 0.15 yuan, reflecting an 87.50% increase - For Q1 2025, total revenue was 261 million yuan, a 6.03% increase, with net profit of 21.1639 million yuan, up 118.37% [2]. Innovation and Technology Development - The company focuses on innovation-driven development and has made significant advancements in PET bottle aseptic packaging technology and integrated blowing-filling-capping machines - New Mei Xing is the only Asian supplier with successful commercial applications of three major aseptic processes: PAA wet method, hydrogen peroxide dry method, and electron beam method - The company has also published the first foreign language standard for aseptic blowing-filling-capping machines in China's food packaging machinery industry [3]. Product and Market Expansion - The core business, liquid packaging equipment, contributes over 80% of revenue, with a steady increase in order volume - New products, such as the first 108,000 bottles/hour integrated machine in Asia, enhance the company's competitive edge in the high-end market - The company achieved a net cash flow from operating activities of 236 million yuan in 2024, an increase of 178.54% [2][3]. Globalization and Sustainability - New Mei Xing is accelerating its "technology + market" dual-drive strategy, expanding its global market presence with products sold in over 80 countries and regions - The company has passed ISO 50001 energy management certification and is committed to low-carbon packaging solutions - Investments in talent development and AI technology are aimed at enhancing operational efficiency and supporting clients' ESG goals [5][6].