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。 ...

1月6日，集友股份涨0.50%，成交额7018.31万元。两融数据显示，当日集友股份获融资买入额986.31万 元，融资偿还1927.80万元，融资净买入-941.49万元。截至1月6日，集友股份融资融券余额合计2.31亿 元。 截至9月30日，集友股份股东户数1.55万，较上期增加7.97%；人均流通股33746股，较上期减少7.38%。 2025年1月-9月，集友股份实现营业收入1.28亿元，同比减少68.47%；归母净利润-597.47万元，同比增 长88.92%。 分红方面，集友股份A股上市后累计派现3.25亿元。近三年，累计派现7538.78万元。 责任编辑：小浪快报 融资方面，集友股份当日融资买入986.31万元。当前融资余额2.31亿元，占流通市值的4.36%，融资余 额低于近一年30%分位水平，处于低位。 融券方面，集友股份1月6日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，安徽集友新材料股份有限公司位于安徽省安庆市太湖县经济开发区，成立日期1998年9月15 日，上市日 ...

Core Viewpoint - Jiyou Co., Ltd. is a leading enterprise in the tobacco packaging materials sector, particularly in cigarette packaging paper, with a full industry chain advantage and high product quality and technology levels [1] Group 1: Business Performance - In Q3 2025, Jiyou's revenue was 128 million yuan, ranking 21st among 21 companies in the industry, significantly lower than the top company Yutong Technology at 12.601 billion yuan and the second company Hexing Packaging at 7.743 billion yuan [2] - The main business revenue from packaging printing products was 101 million yuan, accounting for 96.85% of total revenue, while other business revenue was 3.2729 million yuan, making up 3.15% [2] - The net profit for the same period was -6.5274 million yuan, ranking 18th in the industry, far below the top company Yutong Technology's 1.161 billion yuan and the second company Meiyingsen's 262 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Jiyou's debt-to-asset ratio was 7.17%, down from 13.48% year-on-year, significantly lower than the industry average of 35.30%, indicating strong debt repayment capability [3] - The gross profit margin for the same period was 9.45%, a substantial decrease from 36.60% year-on-year, and below the industry average of 21.53%, suggesting a need for improvement in profitability [3] Group 3: Leadership and Shareholder Information - The chairman and actual controller of the company, Xu Shanshui, saw his salary decrease from 732,000 yuan in 2023 to 712,000 yuan in 2024, a reduction of 20,000 yuan [4] - As of September 30, 2025, the number of A-share shareholders increased by 7.97% to 15,500, while the average number of circulating A-shares held per account decreased by 7.38% to 33,700 [5]

Company Overview - Jiyou Co., Ltd. is located in Taihu County Economic Development Zone, Anqing City, Anhui Province, established on September 15, 1998, and listed on January 24, 2017. The company specializes in the research, production, and sales of cigarette packaging paper, sealing paper, cigarette labels, and aluminum foil products. The main business revenue composition is 96.85% from packaging printing products and 3.15% from others [1]. Stock Performance - On September 25, Jiyou's stock price increased by 2.03%, reaching 13.55 CNY per share, with a trading volume of 161 million CNY and a turnover rate of 2.30%, resulting in a total market capitalization of 7.107 billion CNY [1]. - Year-to-date, Jiyou's stock price has risen by 116.45%, with a 19.28% increase over the last five trading days, 37.84% over the last 20 days, and 44.15% over the last 60 days [1]. - The company has appeared on the daily trading leaderboard seven times this year, with the most recent appearance on September 22, where it recorded a net purchase of 4.642 million CNY [1]. Financial Performance - For the first half of 2025, Jiyou reported an operating income of 10.4 million CNY, a year-on-year decrease of 63.38%. The net profit attributable to shareholders was -1.3871 million CNY, showing a year-on-year increase of 97.99% [2]. - Since its A-share listing, Jiyou has distributed a total of 325 million CNY in dividends, with 75.3878 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, Jiyou had 14,400 shareholders, a decrease of 4.94% from the previous period, with an average of 36,435 circulating shares per shareholder, an increase of 5.20% [2].

Group 1 - The core viewpoint of the news highlights the recent stock performance and trading activity of Jiyou Co., Ltd., indicating a significant increase in stock price this year, with an 85.14% rise year-to-date [1] - As of September 19, Jiyou's stock price reached 11.59 CNY per share, with a total market capitalization of 6.079 billion CNY [1] - The company has experienced a net outflow of main funds amounting to 10.50 million CNY, with large orders showing mixed buying and selling activity [1] Group 2 - Jiyou Co., Ltd. operates in the light industry manufacturing sector, specifically in packaging and printing, with a focus on tobacco-related products [2] - As of June 30, the number of shareholders decreased by 4.94% to 14,400, while the average circulating shares per person increased by 5.20% to 36,435 shares [2] - For the first half of 2025, Jiyou reported a revenue of 10.4 million CNY, a year-on-year decrease of 63.38%, while the net profit attributable to the parent company was -1.39 million CNY, reflecting a 97.99% increase year-on-year [2] Group 3 - Since its A-share listing, Jiyou has distributed a total of 325 million CNY in dividends, with 75.39 million CNY distributed over the past three years [3]

Company Overview - Jiyou Co., Ltd. is located in Taihu County Economic Development Zone, Anqing City, Anhui Province, established on September 15, 1998, and listed on January 24, 2017. The company primarily engages in the research, production, and sales of cigarette packaging paper, sealing paper, cigarette labels, and aluminum foil products. The main business revenue composition is 96.85% from packaging printing products and 3.15% from others [1]. Stock Performance - As of September 12, Jiyou's stock price decreased by 2.01%, trading at 11.71 CNY per share, with a total market capitalization of 6.142 billion CNY. The stock has increased by 87.06% year-to-date, with a 6.65% rise over the last five trading days, 19.13% over the last 20 days, and 22.62% over the last 60 days [1]. - The company has appeared on the daily trading leaderboard six times this year, with the most recent appearance on September 10, where it recorded a net buy of -14.0482 million CNY [1]. Financial Performance - For the first half of 2025, Jiyou Co., Ltd. reported operating revenue of 10.4 million CNY, a year-on-year decrease of 63.38%. The net profit attributable to the parent company was -1.3871 million CNY, showing a year-on-year increase of 97.99% [2]. - Since its A-share listing, Jiyou has distributed a total of 325 million CNY in dividends, with 75.3878 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, the number of shareholders for Jiyou Co., Ltd. was 14,400, a decrease of 4.94% from the previous period. The average circulating shares per person increased by 5.20% to 36,435 shares [2].

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].