天眼查App显示，近日，迁安市宏诚纸业有限公司成立，法定代表人为崔红月，注册资本10万人民币， 经营范围为一般项目：纸制造;纸制品制造;纸浆制造;文具制造;纸制品销售;办公用品销售;办公设备耗材 销售;纸浆销售;文具用品批发;体育用品及器材批发;国内贸易代理;货物进出口;技术进出口（除依法须经 批准的项目外，凭营业执照依法自主开展经营活动）。 ...

（原标题：港股异动 | 玖龙纸业(02689)再涨超4% 预计年度纯利增长最多190% 机构称成本下滑带动业 绩超预期） 智通财经APP获悉，玖龙纸业(02689)再涨超4%，截至发稿，涨4.44%，报5.64港元，成交额1.74亿港 元。 消息面上，玖龙纸业发布盈喜，预计截至2025年6月底的年度盈利约21亿元至23亿元人民币之间，同比 增长165%至190%。该盈利增长主要得益于销量上升，且原材料成本下降幅度及速度显著快于产品售价 降幅，从而推动毛利上升。 中金发布研报称，玖龙年度业绩超预期核心在于成本下滑：自制浆成本控制大幅超预期，尤其在浆纸一 体化完善的广西北海基地，浆纸纸种利润修复构成此次超预期的核心；动力煤价格同比大幅下跌，为各 类纸种腾出利润空间。往前看，2025年下半年以来煤价环比明显修复，该行认为能源优势或环比收窄， 核心需重点跟踪公司自制浆成本变化带来的利润弹性、以及部分纸种在旺季的提价落地表现。 ...

玖龙纸业(02689)再涨超4%，截至发稿，涨4.44%，报5.64港元，成交额1.74亿港元。 消息面上，玖龙纸业发布盈喜，预计截至2025年6月底的年度盈利约21亿元至23亿元人民币之间，同比 增长165%至190%。该盈利增长主要得益于销量上升，且原材料成本下降幅度及速度显著快于产品售价 降幅，从而推动毛利上升。 中金发布研报称，玖龙年度业绩超预期核心在于成本下滑：自制浆成本控制大幅超预期，尤其在浆纸一 体化完善的广西北海基地，浆纸纸种利润修复构成此次超预期的核心；动力煤价格同比大幅下跌，为各 类纸种腾出利润空间。往前看，2025年下半年以来煤价环比明显修复，该行认为能源优势或环比收窄， 核心需重点跟踪公司自制浆成本变化带来的利润弹性、以及部分纸种在旺季的提价落地表现。 ...

Core Insights - The report highlights the strong growth potential of Industrial Fulian (601138) driven by AI demand, with projected revenues of 843.4 billion, 1,320.3 billion, and 1,715.6 billion yuan for 2025-2027, reflecting growth rates of 38.5%, 56.5%, and 29.9% respectively, and net profits of 30.5 billion, 50.5 billion, and 59.4 billion yuan, with corresponding growth rates of 31.5%, 65.5%, and 17.6% [2][11] - Xiaomi Group (01810) reported record high revenues and profits in Q2 2025, with revenues of 116 billion yuan, a year-on-year increase of 30.5%, and adjusted net profits of 10.8 billion yuan, up 75% year-on-year, driven by IoT and EV segments [10][12] - Nine Dragons Paper (2689.HK) expects significant profit growth for FY25, with net profits projected between 2.1 billion and 2.3 billion yuan, representing a year-on-year increase of 165%-190%, attributed to increased sales and cost reductions [13][15] Industrial Fulian (601138) - The company’s main business includes cloud computing, communication, and industrial internet, with a notable increase in cloud computing revenue expected to reach 319.38 billion yuan in 2024, a 64.4% year-on-year growth [11] - AI server demand is surging, with global cloud providers' capital expenditures increasing by 64% year-on-year, indicating strong market demand [11] - The company is expected to maintain a leading position in the high-speed switch market, with revenues from 800G switches projected to triple compared to 2024 [11] Xiaomi Group (01810) - The company’s IoT segment saw a revenue increase of 45% in Q2, with smart home appliances achieving record sales, particularly in air conditioning and washing machines [12][14] - The electric vehicle segment reported a revenue of 21.3 billion yuan with a significant improvement in gross margin, indicating a positive trend towards profitability [12][14] - Xiaomi plans to expand its global footprint in the home appliance sector, marking 2025 as a pivotal year for international sales [12][14] Nine Dragons Paper (2689.HK) - The company is focusing on a diversified product strategy and integrated pulp-paper operations, which are expected to enhance profitability significantly [15][16] - The anticipated increase in paper prices due to improved supply-demand dynamics is expected to further boost profits [15][16] - The company’s production capacity is set to expand, with new lines expected to come online, reinforcing its market position [15][16] Electric Heavy Trucks Industry - The electric heavy truck market in China is experiencing rapid growth, with sales reaching 79,200 units in the first half of 2025, representing a penetration rate of 22% [18] - The European market is also seeing a rise in electric heavy truck adoption, with projections indicating significant growth in sales and market penetration by 2026 [18] - The industry is becoming increasingly collaborative, with a focus on developing specialized products across the supply chain, enhancing profitability potential [18] Other Companies - Keda Li (002850) reported strong revenue growth in Q2, driven by its structural components business and advancements in robotics [19] - China Hongqiao (01378) is set to benefit from increased production capacity and a favorable pricing environment for aluminum products, with projected net profits significantly increasing [20][21] - Blue Sky Technology (300487) continues to show growth potential, with a focus on expanding its product offerings and market presence [22]

Group 1 - The transformation of the mining area in Luzhu Town, Fuyang District, has led to the establishment of a new ecological economy, with a focus on sustainable development and environmental restoration [1][2] - The introduction of the circular economy industrial park in Luzhu Town since 2018 has attracted various technology companies, enhancing resource recycling and reducing operational costs for businesses [2] - The Luzhu Town circular economy industrial park has gathered nine enterprises, achieving an industrial output value of 685 million yuan in the first half of the year [2] Group 2 - Companies like Fulu Environmental Technology and Sheneng Environmental Protection are leading in recycling technologies, focusing on the regeneration of materials from waste, thus contributing to pollution reduction and economic benefits [3] - The successful implementation of the "green cycle" approach in Fuyang has proven to be economically viable and environmentally beneficial, with aspirations for further enhancement of the region's ecological landscape [3]

公司PM20、PM22分别于2024年5月底和8月底停止运行，前述机台2024年上半年度尚处于正常运行状 态。而本报告期内，该两台纸机已经停产，没有产量，导致公司整体产销量同比减少。 人民财讯8月15日电，民丰特纸（600235）8月15日晚间发布2025年半年报，上半年营业收入6.01亿元， 同比下降23.21%；归母净利润1507.37万元，同比下降68.88%。 ...

天眼查App显示，近日，雷州市星白润化贸易有限公司成立，注册资本10万人民币，经营范围为一般项 目：货物进出口；技术进出口；纸浆制造；纸浆销售；纸制造；纸制品制造；纸制品销售；谷物种植； 谷物销售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：食品用纸包装、 容器制品生产；道路货物运输（不含危险货物）（依法须经批准的项目，经相关部门批准后方可开展经 营活动，具体经营项目以相关部门批准文件或许可证件为准）。 ...

近日，在广西崇左市江州区新和镇广西泛糖科技有限公司"数字农场"上方，无人机正对甘蔗地进行精准 巡检。"以前使用人工每天作业量最多10亩地，现在无人机日作业量达600亩，不仅提高病虫害监测和防 治效率，还节省了成本。"新和镇党委书记陈维锋说。 作为全国重要糖料蔗生产基地，崇左市糖料蔗和食糖总产量约占广西的三分之一、全国的五分之一。当 前，为实现"一根甘蔗打造千亿产值"的目标，覆盖生产端、砍运端、加工端、衍生品端、服务端5个子 链条的崇左市蔗糖产业链党委，正联动链上42个党支部凝聚力量开展蔗糖产业关键核心技术攻关推广， 深耕蔗糖产业链，推动产业向高端化、智能化、绿色化加速迈进。 "在'组织共建、事务共商、发展共促'的链式聚合工作机制下，崇左蔗糖产业链党委将财政、农业、金 融等部门信息要素'融'在链上，确定良种繁育、糖厂技改、智慧农机等20余个'先锋攻坚'项目，全面加 快数字蔗田、智慧农场和'人工智能+糖料蔗'平台建设。"崇左市委组织部副部长潘天恒介绍。 一根甘蔗"吃干榨尽"，崇左的制糖企业如今能用甘蔗生产出糖、纸、酵母、酒精、生物肥、注射级蔗糖 等产品。从一根甘蔗到全产业链增值，崇左"甜蜜事业"甜蜜指数持续攀升， ...

Group 1 - Tianfu Energy's subsidiary, Tianfu Special Fiber, was established in June 2007 with a registered capital of 40 million yuan [1] - The company holds an 80% stake in Tianfu Special Fiber, while Xiamen Rongxing Ultra-fine Fiber Manufacturing Co., Ltd. holds a 20% stake [1] - Tianfu Special Fiber has not achieved production and has been inactive for several years, lacking personnel, funds, and assets to settle debts [1] Group 2 - The company plans to initiate legal bankruptcy proceedings for Tianfu Special Fiber to optimize management structure, reduce management costs, and improve operational efficiency [1]

理文造纸(02314)涨超7%，截至发稿，涨7.17%，报3.14港元，成交额5024.35万港元。 国泰海通此前指出，目前各主要纸种价格、盈利均处于较低水平，开工率和库存水平短期相对稳定，长 期来看造纸行业供过于求局面自2020年以来有所加剧，导致纸企多采取以价换量、抢占份额的竞争策 略，造纸环节盈利压力较大。新版国标加强了能耗限制，头部纸企新旧产能具明显优势，或催化行业进 入新一轮供给端出清周期，同时新建产能更难满足1级能耗等级要求，有望提高投产成本或减少新投产 能。 消息面上，理文造纸发布2025年中期业绩，集团收入122亿港元，比去年同期下跌2.2%；期内盈利8.11 亿港元，比去年同期上升0.7%;每股盈利18.88港仙；宣派中期股息每股6.6港仙。 ...