公司食品医疗消费类产品生产量17 万吨，销售量14.7 万吨，同增35.7%。 电解电容器纸基材料销售3634.5 吨，销售收入同增14.6%。日用消费系列纸基材料销售量同增24.94%。 其中，标签离型系列材料同增23.9%。随着国内数码转印市场整体方面的增长，公司转印系列材料销售 8.72 万吨。 大项目稳步落地，"林浆纸用一体化"全产业链成效显现随着公司在广西来宾"年产250 万吨广西三江口 新区高性能纸基新材料"和湖北石首"年产250 万吨高性能纸基新材料循环经济"两大百亿项目的逐步投 产，为公司全产业链发展作出显著成效。 25H1 湖北仙鹤产出特种纸7.28 万吨，自制浆10.30 万吨。广西仙鹤生产了21.24 万吨木浆和11.08 万吨特 种纸。经过公司产品自用的检验和市场的考验，两地自制浆已基本达到了替代进口同类木浆的水准，克 服了行业一直以来木浆完全依赖进口的瓶颈约束。 公司发布半年报 25Q2 公司营收30 亿同增25%，归母净利2.4 亿同减15%，扣非后归母2.2亿同减16%； 25H1 公司营收60 亿同增30%，归母净利4.7 亿同减14%，扣非后归母4.4亿同减11%； 25H1 ...

公司报告 | 半年报点评 仙鹤股份（603733） 证券研究报告 "林浆纸用一体化"全产业链成效显现 公司发布半年报 25Q2 公司营收 30 亿同增 25%，归母净利 2.4 亿同减 15%，扣非后归母 2.2 亿同减 16%； 25H1 公司营收 60 亿同增 30%，归母净利 4.7 亿同减 14%，扣非后归母 4.4 亿同减 11%； 25H1 公司完成特种浆纸产量 110.79 万吨，同增 98.55%，特种浆纸销售量 83.34 万吨，同增 62.25%。 公司食品医疗消费类产品生产量 17 万吨，销售量 14.7 万吨，同增 35.7%。 电解电容器纸基材料销售 3634.5 吨，销售收入同增 14.6%。日用消费系列 纸基材料销售量同增 24.94%。其中，标签离型系列材料同增 23.9%。随着 国内数码转印市场整体方面的增长，公司转印系列材料销售 8.72 万吨。 大项目稳步落地，"林浆纸用一体化"全产业链成效显现 随着公司在广西来宾"年产 250 万吨广西三江口新区高性能纸基新材料" 和湖北石首"年产 250 万吨高性能纸基新材料循环经济"两大百亿项目的 逐步投产，为公司全产业链发展作出显 ...

Core Viewpoint - The company is set to hold its annual shareholder meeting on May 20, 2025, to discuss various proposals including the confirmation of director and supervisor remuneration for 2024, and to review the annual reports and financial statements for 2024 [3][4][5]. Group 1: Meeting Details - The meeting will take place both in-person and online, with specific voting times outlined for shareholders [3][4]. - The chairman of the board, Wang Minliang, will preside over the meeting, and the company secretary will be responsible for the meeting records [3][4]. Group 2: Financial Performance - In 2024, the company achieved a revenue of 1,027,357.74 million RMB, a 20.11% increase from 2023 [8][26]. - The net profit attributable to shareholders reached 101,303.89 million RMB, reflecting a 51.82% growth compared to the previous year [15][26]. - Total assets increased by 23.60% to 2,332,190.80 million RMB, while total liabilities rose by 31.95% to 1,518,406.87 million RMB [8][27]. Group 3: Operational Highlights - The company successfully launched two major projects in Guangxi and Hubei, each with an investment exceeding 10 billion RMB, enhancing its production capacity [24][25]. - Sales volume for 2024 reached 122.29 million tons, marking a 28.29% year-on-year increase [25][26]. - The company has optimized its product structure, particularly in high-end food packaging materials, which contributed to the revenue growth [27][28]. Group 4: Future Outlook - The company plans to continue expanding its market share and production capacity, particularly in the high-performance paper-based materials sector [24][29]. - The introduction of new product lines, including biodegradable food packaging materials, is expected to drive future growth [29].