格隆汇2月6日丨永新股份(002014.SZ)涨1.2%，报12.660元，股价创历史新高，总市值77.54亿元。 ...

内容概要：近年来，软包装复合膜行业在技术创新和市场需求的双重驱动下，取得了显著的发展成果。 随着人们生活水平的提高和消费观念的转变，对软包装产品的安全性、环保性和功能性要求也越来越 高。同时，国家循环经济政策的深入实施和国际禁塑令等相关政策的出台，也对软包装复合膜行业提出 了更高的规范和要求。在此背景下，软包装复合膜行业正加快转型升级，推动产业高质量发展。数据显 示，2025年中国软包装复合膜行业市场规模从2015年的 198.55亿元增长至473.17亿元，年复合增长率为 9.1%。 相关上市企业：永新股份（002014）、宏裕包材（920274）、大东南（002263）、国风新材 （000859）、德冠新材（001378）、常铝股份（002160）、伊利股份（600887）、蒙牛乳业 （02319）、康师傅控股（00322）等。 相关企业：佛山新长盛塑料薄膜有限公司、广州信安包装有限公司、苍南县盛达包装材料有限公司、上 海海顺新型药用包装材料股份有限公司、河北北人新材科技股份有限公司、江苏省瑞达包装有限公司、 东莞市东隆塑料制品有限公司、广州祥和包装材料有限公司、浙江明凯新材料股份有限公司、南通惠得 成包 ...

2026年2月2日 1月30日标的指数成份股涨跌幅TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 車日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 600916.SH | 中国黄金 | 8.74 | 80.12 | 2.59 | | 2 | 603558 SH | 健盛集团 | 4.01 | 6.23 | 4.91 | | 3 | 601598.SH | 中国外运 | 3.10 | -1.32 | 5.00 | | 4 | 603515.SH | 欧普照明 | 2.95 | 10.78 | 4.56 | | 5 | 002014.SZ | 永新股份 | 2.78 | 5.62 | 7.35 | | 6 | 000338.SZ | 潍柴动力 | 2.20 | 38.02 | 3.02 | | 7 | 605599 SH | 菜自股份 | 2.14 | 31.46 | 3.42 | | 8 | 002895.SZ | 川恒 ...

Group 1 - The core viewpoint of the article highlights a decline in China's plastic products production, with a reported decrease of 3.5% year-on-year in December 2025, totaling 759 million tons [1] - Cumulative production of plastic products in China for the entire year of 2025 reached 7,919.9 million tons, reflecting a slight decline of 0.2% compared to the previous year [1] - The article references a market analysis report by Zhiyan Consulting, which provides insights into the plastic products industry in China from 2026 to 2032, including investment scale forecasts [1] Group 2 - Listed companies mentioned include Guoen Co., Ltd. (002768), Jinfat Technology (600143), Fosl Plastic Technology (000973), Cangzhou Mingzhu (002108), Yongxin Co., Ltd. (002014), Wangzi New Materials (002735), Honghe Technology (603256), Daoming Optical (002632), Yuxing Co., Ltd. (300305), and Yinxin Technology (300221) [1] - The data source for the production statistics is the National Bureau of Statistics, with the analysis compiled by Zhiyan Consulting [1]

Core Viewpoint - The report highlights a decline in the export value of China's printing and recording media copying industry, indicating potential challenges for companies in this sector [1]. Industry Summary - By December 2025, the export value of the printing and recording media copying industry in China is projected to be 5.19 billion yuan, reflecting a year-on-year decrease of 5.5% [1]. - The cumulative export value for the entire year of 2025 is expected to reach 59.96 billion yuan, which represents a year-on-year decline of 3.2% [1]. - A statistical chart from 2019 to 2025 illustrates the trends in export value for the printing and recording media copying industry [1]. Company Summary - Listed companies mentioned include Zhuhai Zhongfu (000659), Shaanxi Jinye (000812), Yongxin Co., Ltd. (002014), Donggang Co., Ltd. (002117), Jinjia Co., Ltd. (002191), Hexing Packaging (002228), Haishun New Materials (300501), Longlide (300883), Shanghai Ailu (301062), Xiyue Zhixing (301198), Jinghua Laser (603607), Dashengda (603687), Fangda New Materials (838163), Hujing Materials (870204), and Zhongrong Co., Ltd. (301223) [1].

Group 1 - The core viewpoint of the article highlights the growth in the printing and recording media replication industry in China, with an increase in the number of enterprises in this sector [1] - As of January-November 2025, there are 7,130 enterprises in the printing and recording media replication industry, which is an increase of 117 enterprises compared to the same period last year, representing a year-on-year growth of 1.67% [1] - The printing and recording media replication industry accounts for 1.36% of the total industrial enterprises in China [1] Group 2 - The report referenced is the "2026-2032 China Printing Industry Market Special Survey and Investment Prospect Analysis Report" published by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in deep industry research and providing comprehensive consulting services for investment decisions [1]

Core Viewpoint - Yongxin Co., Ltd. is currently producing two types of film materials for the electronics sector, which contribute a relatively low percentage to the company's total revenue [1] Group 1: Product Offerings - The first type of product involves providing intermediate products to clients, which are then processed using specialized techniques for application in electronic devices [1] - The second type consists of protective films produced by the company, which are used to protect displays during the production and transportation processes [1] Group 2: Revenue Contribution - The revenue generated from these two types of films currently represents a low proportion of the company's overall revenue [1]

Group 1 - The company Yongxin Co., Ltd. (002014) is currently debugging its backend systems and is working to restore its website as soon as possible [1]

Group 1 - The article presents the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 7, 2026 [1][5] - The top performer is Tuke Mining (600188.SH) with a daily increase of 3.61% and a year-to-date increase of 6.84%, along with a dividend yield of 5.31% [1][5] - Nanshan Aluminum (600219.SH) ranks second with a daily increase of 2.82% and a year-to-date increase of 8.36%, offering a dividend yield of 6.87% [1][5] Group 2 - Other notable stocks include Daimay Co. (603730.SH) with a daily increase of 1.72% and a year-to-date increase of 1.48%, and Tianshan Aluminum (002532.SZ) with a daily increase of 1.70% and a year-to-date increase of 14.52% [1][5] - The list also features companies like Midea Group (000333.SZ) and China Shenhua (601088.SH), which have year-to-date increases of 1.56% and 1.88%, respectively, with dividend yields of 5.09% and 7.95% [1][5] - The data is sourced from the Shanghai Stock Exchange and reflects the closing prices as of January 7, 2026, with dividend yields calculated up to January 6, 2026 [1][5]

Group 1 - The company, Yongxin Co., stated that users can access the website content by clicking "continue to visit" when opening the site [2] - The company is currently negotiating with service providers to address the related issues [2]