股票代码：603429 股票简称：集友股份 公告编号：2026-002 因上述原因，公司预计2025年度公司的利润总额、归属于上市公司股东的净利润或者归属于上市公司股 东的扣除非经常性损益的净利润为负值。 以上财务数据仅为公司财务部门初步测算，具体数据以公司披露的2025年度业绩预告及经审计的2025年 年度报告数据为准。公司指定的信息披露媒体和网站为《上海证券报》《中国证券报》《证券日报》 《证券时报》及上海证券交易所网站（www.sse.com.cn），公司所有信息均以上述指定媒体和网站披露 的信息为准。敬请广大投资者注意投资风险。 安徽集友新材料股份有限公司 关于公司2025年度预亏的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 2025年度，安徽集友新材料股份有限公司(以下简称"公司")主要从事包装印刷品及电化铝的生产和销 售。受市场需求等因素影响，公司业务开拓不及预期。 2025年1月至9月，因业务下降等原因影响，公司2025年1月至9月利润总额为-4,149,816.59元，归属于上 市公司股东 ...

格隆汇1月7日丨集友股份(603429.SH)公布，2025年度，安徽集友新材料股份有限公司主要从事包装印 刷品及电化铝的生产和销售。受市场需求等因素影响，公司业务开拓不及预期。2025年1月至9月，因业 务下降等原因影响，公司2025年1月至9月利润总额为-4,149,816.59元，归属于上市公司股东的净利润 为-5,974,682.94元，归属于上市公司股东的扣除非经常性损益的净利润为-9,969,469.47元。因上述原 因，公司预计2025年度公司的利润总额、归属于上市公司股东的净利润或者归属于上市公司股东的扣除 非经常性损益的净利润为负值。 ...

人民财讯1月7日电，集友股份（603429）1月7日公告，2025年度，公司主要从事包装印刷品及电化铝的 生产和销售。受市场需求等因素影响，公司业务开拓不及预期。公司预计2025年度公司的利润总额、归 属于上市公司股东的净利润或者归属于上市公司股东的扣除非经常性损益的净利润为负值。 ...

Core Viewpoint - Yongji Co., Ltd. is a significant player in the domestic cigarette label printing industry, focusing on the design, production, and sales of cigarette labels and packaging printing products [1] Group 1: Business Performance - In Q3 2025, Yongji Co., Ltd. reported revenue of 677 million yuan, ranking 15th out of 21 in the industry, with the top company, Yutong Technology, generating 12.601 billion yuan [2] - The net profit for the same period was 120 million yuan, placing the company 8th in the industry, while the leading company, Yutong Technology, had a net profit of 1.161 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 29.46%, down from 33.87% year-on-year and below the industry average of 35.30% [3] - The gross profit margin for Q3 2025 was 34.99%, lower than the previous year's 41.48% but higher than the industry average of 21.53% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 5.08% to 17,500, while the average number of circulating A-shares held per shareholder decreased by 4.83% to 23,900 [5]

Core Viewpoint - The report indicates a significant decline in the company's financial performance for the first half of 2025, with a notable drop in revenue and net profit, reflecting challenges in the packaging printing industry and the company's ongoing transformation efforts [1][2][4]. Financial Performance - The company's operating revenue for the first half of 2025 was approximately 103.95 million yuan, a decrease of 63.38% compared to the same period last year [2][4]. - The total profit for the period was approximately 845,000 yuan, contrasting sharply with a loss of about 55.84 million yuan in the previous year [2][4]. - The net profit attributable to shareholders was approximately -1.39 million yuan, a significant decline from a loss of about 69.16 million yuan in the same period last year [2][4]. - The net cash flow from operating activities was approximately -22.51 million yuan, compared to -96.92 million yuan in the previous year [2][4]. Industry Overview - The packaging printing industry is a crucial part of the national economy, integrating manufacturing and service sectors, and has seen gradual market expansion in recent years [4]. - In the first half of 2025, the printing and recording media reproduction industry reported a revenue of approximately 314.11 billion yuan, with a slight decline of 0.3% year-on-year [4]. Business Strategy and Transformation - The company is focusing on transforming its business model by leveraging its strengths in industry experience, technology, product quality, and new product development [4][5]. - Efforts are being made to optimize personnel structure and reduce costs while exploring new markets and products in the social packaging printing sector [4][5]. - The company is also working on establishing a research and development base for solid-state battery key materials to support its transition into the energy materials sector [5]. Key Financial Indicators - Basic earnings per share for the reporting period were -0.003 yuan, compared to -0.13 yuan in the previous year [2][3]. - The weighted average return on net assets was -0.11%, down from -4.67% in the previous year [3]. - The total assets at the end of the reporting period were approximately 1.36 billion yuan, a decrease of 2.69% from the previous year [2][3]. Operational Challenges - The decline in revenue is attributed to a decrease in cigarette packaging printing business and the reduction in the scope of consolidation due to the disposal of certain subsidiaries [4][7]. - The company faces high customer concentration risks, which could adversely affect its business if major customers reduce their demand [8].

Group 1 - Yongji Co., Ltd. is planning to acquire control of Nanjing Tenafly Electronic Technology Co., Ltd. through a combination of issuing shares and cash payments, with the stock and convertible bonds set to be suspended from trading starting August 14, 2025 [1][2][4] - The acquisition is still in the planning stage, and no formal agreement has been signed yet, indicating that the specific transaction details are still under discussion [5][6] - Yongji's main business currently focuses on the design, research and development, production, and sales of cigarette labels and other packaging products, with over 80% of revenue coming from the printing and packaging sector [6][7] Group 2 - The main business of Yongji Co., Ltd. includes the production of data storage control chips, which are applicable in various fields such as consumer electronics, graphics video, automotive storage, industrial-grade, and data centers [5] - In the first quarter of this year, Yongji reported a decline in net profit attributable to the parent company, primarily due to a decrease in sales prices of its main cigarette label products and increased competition in the printing and packaging industry [8][9] - As of August 13, 2025, Yongji's stock price was reported at 10.88 yuan per share, with a total market capitalization of 4.6 billion yuan [10]