证券日报网讯 1月14日，四川美丰在互动平台回答投资者提问时表示，2025年营收及销售费用等财务数 据情况可关注公司未来发布的年度报告；公司积极谋划2026年工作，相关重点工作计划安排也将在年度 报告中披露。 （文章来源：证券日报） ...

证券日报网讯 1月14日，四川美丰在互动平台回答投资者提问时表示，公司高度重视投资者关系维护， 未来将通过多种渠道与投资者保持沟通，积极传递公司价值。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月12日，四川美丰在互动平台回答投资者提问时表示，公司2026年度拟发生的日常关联 交易均为保证生产经营所需。 ...

证券日报网讯1月12日，四川美丰（000731）在互动平台回答投资者提问时表示，关于将公司市值表现 纳入薪酬考核方案的建议收到。公司会审慎研究拟定高管薪酬考核方案，经履行相关审批程序后披露实 施。 ...

Group 1 - The core viewpoint of the article highlights that a company has established a lithium battery separator project with a production capacity of 30,000 tons and has successfully entered the supply chains of leading enterprises like CATL, indicating significant growth potential in a high-margin sector [2] - The company, Sichuan Meifeng, clarified that it currently does not produce lithium battery separator products and its polymer materials mainly include full PE structure coated oxide films, heavy-duty films (FFS films), and polypropylene cast functional films [2] - There are no current plans for the company to expand production in this project, despite the perceived value of the asset not being fully recognized by the market [2]

Core Viewpoint - The company is actively addressing investor concerns regarding potential conflicts of interest and brand confusion with its major shareholder, Meifeng Group, while emphasizing its independent operational capabilities and brand management strategies. Group 1: Stock Performance - As of January 9, 2026, Sichuan Meifeng (000731) closed at 6.71 yuan, up 0.45%, with a turnover rate of 1.2%, trading volume of 66,000 hands, and a transaction amount of 44.3258 million yuan [1]. Group 2: Corporate Governance and Brand Management - The company has established a comprehensive brand management system to prevent market confusion and ensure distinct brand recognition, including legally protected trademarks and logos for its main products [2]. - The company is committed to optimizing its brand management strategy over the long term to provide clear value to customers in various market segments [2]. - The company maintains an independent procurement, production, and sales system, ensuring that related party transactions adhere to market fairness principles, thus protecting shareholder interests [2]. Group 3: Business Operations and Future Plans - The company anticipates a significant increase in its LNG/CNG processing business, projecting approximately 120 million yuan in revenue for 2026, which represents a notable growth compared to 2025 [3][4]. - The expected increase in procurement from related parties, specifically Sinopec, is attributed to new business needs rather than shareholder interests, with an estimated procurement amount of 340 million yuan for 2026 compared to 30 million yuan in 2025 [4]. - The company is focused on enhancing its market value management and will announce any relevant plans in due course [4]. Group 4: Investor Engagement - The company values investor feedback and actively considers suggestions that can enhance its operations and strategies [5]. - The company has no current plans for mergers or acquisitions involving Meifeng Group, but will disclose any future developments as required [5].

（文章来源：证券日报） 证券日报网讯 1月9日，四川美丰在互动平台回答投资者提问时表示，公司高度重视投资者提出的意见 建议，对其中有价值的意见建议均会及时梳理并向公司管理层和相关部门反馈。 ...

Group 1 - The company emphasizes the importance of brand asset clarity and uniqueness, considering it a core intangible asset [1]

证券日报网讯1月9日，四川美丰（000731）在互动平台回答投资者提问时表示，按照监管要求，上市公 司在与投资者交流中不得透露未公开披露的重大信息。 ...

Core Viewpoint - Sichuan Meifeng (000731) is facing challenges in its business operations due to the transition of its parent company, Sichuan Meifeng Group, towards Sichuan Meiqing, which may impact its market position and profitability [2][3]. Group 1: Company Performance - As of January 8, 2026, Sichuan Meifeng's stock closed at 6.68 yuan, with a slight increase of 0.15%, a turnover rate of 0.82%, a trading volume of 44,800 shares, and a transaction amount of 29.84 million yuan [1]. - The company is expected to have daily related transactions amounting to 2.286 billion yuan in 2026, with nearly 100% of these transactions involving the Sinopec system [5]. Group 2: Management and Strategy - The company acknowledges the "pain of transformation" as a necessary process for upgrading and improving quality, indicating a focus on industry transformation [3]. - There are concerns regarding the overlap of business between Sichuan Meifeng and Sichuan Meiqing, with investors questioning the management's focus on the latter [2][3]. Group 3: Investor Relations - The company has received suggestions from investors regarding innovative strategies, such as a "buy stock and receive fertilizer" program, but has not implemented these ideas due to product characteristics and customer demographics [5]. - The management has been urged to consider the rapid development of smart robotics and flexible electronics, indicating potential areas for future investment or collaboration [5]. Group 4: Market Sentiment - On January 8, the net outflow of main funds was 1.8575 million yuan, while retail investors saw a net inflow of 1.5592 million yuan, reflecting mixed market sentiment towards the company's stock [6].