Company Overview - Lehui International closed at 30.82 yuan, down 1.25%, with a rolling PE ratio of 139.81 times and a total market value of 3.72 billion yuan [1] - The company operates in the specialized equipment industry, which has an average PE ratio of 63.41 times and a median of 50.07 times, placing Lehui International at the 229th position in the industry ranking [1] Shareholder Information - As of March 31, 2025, Lehui International had 8,564 shareholders, a decrease of 629 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] Business Operations - Lehui International focuses on the research, production, and manufacturing of liquid food equipment, with key products including brewing equipment for alcoholic beverages, sterile filling equipment, and other bioprocess equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion product status [1] Financial Performance - In the latest quarterly report for Q1 2025, the company reported revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit reached 8.94 million yuan, reflecting a year-on-year increase of 160.61%, with a gross profit margin of 20.66% [1]

6月24日，亚洲最具影响力的食品加工与包装行业盛会——上海国际食品加工与包装机械展览会（ProPak China2025）在上海国家会展中心盛大开幕。由意 大利对外贸易委员会（ITA）上海代表处与意大利包装机械制造商协会（UCIMA）联合组织的意大利展团再次以国家团形式亮相，成为展会首日焦点。 M DAILy 1 3 A madein . 4 p 请继续参观 More Exhibitors please visit E all x EARFLAS r 8 天 8 AMP 5 B EN THE MINIMENT - THIS INCELLER tt l 尤索贸易 ( 上海) 有限公司 1 0 主要求进出 Vio P A 4 ত CEARFLAP E FARELA ISTS TO (0.4) es 2 gogal All As 国际大 60H = csos L 1 I ya I I 意大利对外贸易委员会上海代表处副代表Velia Filippelli女士表示: 今年，意大利共有7家企业参展。他们不仅各具特色，且都秉承着对"意大利制造"卓越品质 的执着追求。 此外，意大利展团企业都擅长打造个性化定制产品——这正是该 ...

份有限公司可转换公司债券 2025 年跟踪评级报告 中鹏信评【2025】跟踪第【209】号 01 信用评级报告声明 除因本次评级事项本评级机构与评级对象构成委托关系外，本评级机构及评级从业人员与评级对象不存 在任何足以影响评级行为独立、客观、公正的关联关系。 本评级机构与评级从业人员已履行尽职调查义务，有充分理由保证所出具的评级报告遵循了真实、客 观、 公正原则，但不对评级对象及其相关方提供或已正式对外公布信息的合法性、真实性、准确性和完整性 作任何保证。 本评级机构依据内部信用评级标准和工作程序对评级结果作出独立判断，不受任何组织或个人的影响。 本评级报告观点仅为本评级机构对评级对象信用状况的个体意见，不作为购买、出售、持有任何证券的 建议。本评级机构不对任何机构或个人因使用本评级报告及评级结果而导致的任何损失负责。 本次评级结果自本评级报告所注明日期起生效，有效期为被评证券的存续期。同时，本评级机构已对受 评对象的跟踪评级事项做出了明确安排，并有权在被评证券存续期间变更信用评级。本评级机构提醒报 告使用者应及时登陆本公司网站关注被评证券信用评级的变化情况。 本评级报告版权归本评级机构所有，未经授权不得修改 ...

Group 1 - The core viewpoint of the news is that the private equity firm Xiangju Capital has conducted research on the listed company Lehui International, revealing insights into its financial performance and strategic direction for 2024 and beyond [1] Group 2 - Lehui International's projected revenue for 2024 is 1.49 billion yuan, representing a year-on-year decline of 9.77%, while the net profit attributable to shareholders is expected to be 21.1 million yuan, an increase of 7.16% [1] - The operating cash flow for Lehui International is reported at 334 million yuan, showing a significant increase of 5,321.62% [1] - The equipment segment remains stable with a profit of 96.38 million yuan, showing consistent annual growth [1] - The fresh beer segment is projected to incur a loss of 75.28 million yuan in 2024, despite a sales growth of 33.36%, which aligns with expectations [1] - In the first quarter of 2025, Lehui International's revenue reached 206 million yuan, with a net profit of 8.94 million yuan, marking a substantial increase of 160.61% compared to the same period in 2023 [1] - The fresh beer segment achieved an EBITDA profit of 2.02 million yuan [1] - The company is focusing on developing markets with breweries, launching self-developed fresh beer machines, and expanding its small tavern business through comprehensive franchising [1] - Lehui International is establishing a "fresh beer 30-kilometer" barrier, continuously investing in brand content, and promoting at store terminals [1] - The equipment segment has a clear development direction, aiming to expand into overseas markets and diversify horizontally, with beer equipment revenue now accounting for approximately 60% [1] - The company achieved an EBITDA profit of 2 million yuan in the first quarter through cost reduction and efficiency improvement, with future focus on effective expansion and maintaining profitability [1] - The first phase of the Wuhan factory has been put into production, and construction has started for factories in Kunming and Changchun, with capital expenditures aligned with sales and profit conditions [1] - Lehui International is advancing its whiskey and brandy business, having completed a domestic whiskey line project [1] - The company aims to secure better contract terms and has dedicated personnel to monitor receivables, enhancing cash flow management efficiency [1] - The Nanjing company is one of the few domestic suppliers of log6 level sterile filling equipment, primarily serving beverage and liquor filling enterprises [1]

Core Viewpoint - Shanghai Aopumai Biotechnology Co., Ltd. plans to acquire 100% equity of Pengli Biotechnology (Shanghai) Co., Ltd. through a combination of issuing shares and cash payment, involving multiple investment partners [1][3]. Group 1: Acquisition Details - The acquisition involves multiple investment entities, including PharmaLegacy Hong Kong Limited and several limited partnerships, indicating a broad consortium of investors [1]. - The company intends to raise supporting funds by issuing shares to no more than 35 specific investors as part of this transaction [3]. Group 2: Regulatory Compliance - The transaction is in accordance with the "Major Asset Restructuring Management Measures" which stipulates that continuous purchases or sales of the same or related assets within twelve months must be cumulatively calculated [3][4]. - The assets involved in the transaction are recognized as belonging to the same or similar business scope, thus requiring inclusion in the cumulative calculation for this transaction [5]. Group 3: Financial Adjustments - The company has adjusted its capital increase plan for its subsidiary, increasing the planned investment from 20 million RMB to 5 million RMB, reflecting a strategic shift in resource allocation [4]. - The company has also made additional investments in other subsidiaries, such as a 42 million RMB increase in Suzhou Haixing Biotechnology Co., Ltd., acquiring a 30.0014% stake [4][5].

饮料无菌灌装设备是专用于在无菌环境下灌装饮料的自动化系统。它通过超高温瞬时灭菌（ UHT ）、无菌过 滤或化学灭菌等方式对饮料及包材进行预先灭菌，并在密闭洁净的环境中完成灌装封口，确保产品在常温下长 期保存不变质。饮料无菌灌装设备广泛应用于果汁、乳制品等液态食品行业，其核心优势包括延长保质期、保 留营养成分、减少防腐剂的使用，同时还具有高精度灌装、高速生产、智能控制等特点，满足了现代食品工业 对高效、安全、环保的需求。 根据 QYResearch 最新调研报告显示， 预计 2 029 年北美 饮料无菌灌装设备 市场规模将达到 3.85 亿美元 ，未 来几年年复合增长率 CAGR 为 2.18% 。 北美 饮料无菌灌装设备 市场前 17 强生产商排名及市场占有率（基于 2 022 年调研数据；目前最新数据 以本公司最新调研数据为准） 北美范围内， 饮料无菌灌装设备 主要生产商包括 Krones 、 Tetra Laval 、 SIG Group 、 KHS Group 、 Newamstar 等，其中前五大厂商占有大约 44% 的市场份额。 就产品类型而言，目前 全自动 是最主要的细分产品，占据大约 92% 的 ...

作为产业需求方代表，省级专精特新中小企业南京乐惠芬纳赫包装机械有限公司面向高校科研人 员，提出了高速灌装设备中高精度核心部件、控制系统、耐腐蚀合金材料等方面的校企合作需求。"希 望能通过校企协同创新合作，加快创新成果转化，进一步提升企业的产品竞争力。"该公司相关负责人 表示。 5月20日上午，南京市专精特新"千校万企"紫金行动走进南京农业大学，来自全市的51家精密制 造、石油化工、生物医药领域的龙头企业、专精特新中小企业与高校科研人员，在科技供给和产业需求 上"双向奔赴"。 南京农业大学以农业和生命科学为优势和特色，食品与工程学部包括食品科技学院、工学院、信息 管理学院和人工智能学院4个学院，瞄准国际科技发展前沿和国家重大战略、产业需求，坚持以科技创 新促进产业升级，与华为公司共建"人工智能创新平台"，与温氏集团、桂柳集团、雨润集团、江苏省食 品集团有限公司、中粮集团等一大批龙头企业开展深度合作，为食品与农业装备产业的发展、传统产业 的焕新提供了强大科技支撑。 活动中，南京农业大学工学院介绍了生物质利用技术与装备、农机先进制造技术等6个方向的科研 成果，食品科技学院、前沿交叉研究院科研人员分别围绕食品加工新技 ...

5月21日，乐惠国际今日收盘24.37元，下跌3.87%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到110.55倍，总市值29.41亿元。 从行业市盈率排名来看，公司所处的专用设备行业市盈率平均61.94倍，行业中值48.30倍，乐惠国际排 名第223位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)223乐惠国际110.55139.412.2329.41亿行业平均 61.9470.314.2261.40亿行业中值48.3048.573.0639.62亿1中船应急-1724.08895.312.9877.37亿2利和 兴-863.39656.315.5446.47亿3卓兆点胶-638.28-120.444.3124.99亿4开勒股份-621.00-376.215.1839.62亿5博 杰股份-553.10224.352.4549.93亿6至纯科技-475.26422.382.0899.67亿7花溪科技-447.31976.697.8115.26亿8 爱司凯-380.51-1105.376.9433.55亿9蓝英装备-280.96-337.378.2973.41亿10舜禹股 份-27 ...

Group 1 - The core viewpoint of the articles indicates that Lehui International's stock is currently trading at 23.65 yuan, with a PE ratio of 107.28, significantly higher than the industry average of 61.40 [1][2] - The total market capitalization of Lehui International is 2.855 billion yuan, ranking 222nd in the specialized equipment industry based on PE ratio [1][2] - As of the first quarter of 2025, four institutions hold a total of 36.4271 million shares of Lehui International, with a market value of 790 million yuan [1] Group 2 - Lehui International specializes in the research, production, and manufacturing of liquid food equipment, including brewing equipment and sterile filling equipment [1] - The company has been recognized as a national champion in manufacturing, with its beer brewing equipment and filtration equipment awarded national-level champion products [1] - In the latest financial report for the first quarter of 2025, Lehui International reported a revenue of 206 million yuan, a year-on-year decrease of 5.87%, while net profit increased by 160.61% to 8.9383 million yuan, with a gross margin of 20.66% [1]

证券代码：300509 证券简称：新美星 投资者关系活动记录表 江苏新美星包装机械股份有限公司 投资者关系活动记录表 第 2 页 共 2 页 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 9 日(周五)下午 15:00——17:00 | | 地点 | 公司通过深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn） | | | "云访谈"栏目，采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长何云涛 | | 员姓名 | 2、财务总监陈红 | | | 3、独立董事李苒洲 | | | 4、董事会秘书张钦杰 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复： | | | 1、公司本期的盈利水平如何？ | | | ...