日前，富岭股份（001356.SZ）发布了2025年业绩预告，预计全年归母净利润7900万元至9900万元，同比下降55.02%-64.11%；扣非净利润预计7700万 元-9700万元，同比下降55.33%-64.54%；基本每股收益0.13元/股-0.17元/股。 对于业绩变动的原因，富岭股份在公告中称，因主要出口地美国的关税政策变化导致其收入和毛利下降以及印尼新生产基地投产初期的成本压力、人工成本 上升及汇率波动，共同导致了2025年度业绩较去年同期下滑。 据悉，2025年上半年，富岭股份就因美国对全球地区加征关税，销量和销售收入出现了下降。此外，富岭股份位于印尼的新生产基地正处于投产初期生产效 率爬坡阶段，而折旧等固定成本已经显著增加，对当期利润造成压力。 公开资料显示，富岭股份是一家专业生产环保餐饮具,并一站式为客户提供食品包材解决方案的企业，主要产品有全降解PLA吸管、餐具、膜袋、纸杯纸 碗、咖啡盖，无胶/有胶纸吸管等降解系列产品，也有PP、PET等材质的水杯、打包桶、快餐盒、餐具等一系列的可循环产品。富岭股份不仅是美国快餐连 锁企业肯德基、麦当劳、塔可钟、汉堡王、赛百味、温迪、CHIPOTLE、 ...

Core Insights - The article discusses the innovative process of transforming plastic film into fast food containers, highlighting advancements in technology within the industry [2] Group 1 - The use of machinery to convert plastic film into food packaging demonstrates a significant step towards sustainability in the fast food sector [2] - This process reflects the growing trend of utilizing recycled materials in manufacturing, which is becoming increasingly important for companies aiming to reduce their environmental footprint [2]

Core Viewpoint - The article discusses concerns regarding PFAS (per- and polyfluoroalkyl substances) found in GORE-TEX materials used in outdoor clothing, particularly highlighting that the fear surrounding these substances may be exaggerated and not directly linked to health risks from wearing such clothing [11][14]. Group 1: PFAS and Its Implications - PFAS is a class of chemicals that are stable and difficult to break down, often referred to as "forever chemicals" due to their persistence in the environment [14]. - These substances are commonly found in various household items, including non-stick cookware, food packaging, and even in drinking water, indicating that exposure is widespread and not limited to specific products [15]. - The article humorously suggests that the likelihood of PFAS entering the body through wearing GORE-TEX clothing is minimal, as significant exposure would require unusual behavior, such as ingesting clothing [11]. Group 2: Industry Response and Trends - The company producing GORE-TEX is reportedly developing new materials that do not contain PFAS, indicating a shift towards more sustainable and health-conscious manufacturing practices [17]. - The recent media attention on PFAS may be linked to the company's transition to PFAS-free materials, suggesting that the timing of the news could be strategic [15].