Core Viewpoint - The stock of Kane Co. has hit the daily limit up, indicating strong market interest and positive sentiment towards the company and its peers in the paper industry [1] Group 1: Company Performance - Kane Co. has reached its daily trading limit, reflecting significant investor confidence [1] - Other companies in the paper industry, including Bohui Paper, Yueyang Forest Paper, Sun Paper, Wuzhou Special Paper, Yibin Paper, and Hengfeng Paper, have also seen their stock prices rise in response to Kane Co.'s performance [1]

截至2026年2月10日收盘，太阳纸业(002078)报收于16.69元，上涨0.18%，换手率0.58%，成交量15.97万 手，成交额2.67亿元。 董秘： 尊敬的投资者，您好。人民币升值对造纸行业的影响主要体现在降低原材料成本和增加汇兑收 益等方面，但具体影响程度取决于企业的进口依赖度和财务结构。公司的境外采购原材料主要为木浆、 木片及化工原料等，目前主要以美元结算为主；人民币的升值有益于降低公司进口原材料、生产设备等 的采购成本；公司的购汇业务主要依据实际进口金额确定，同时公司也会根据汇率市场情况办理远期结 售汇等金融衍生产品，以控制汇率风险。感谢您对太阳纸业的关注！ 当日关注点 交易信息汇总资金流向 2月10日主力资金净流出615.15万元；游资资金净流入1505.82万元；散户资金净流出890.67万元。 大宗交易 2月10日太阳纸业现409.57万元大宗交易。 董秘最新回复 投资者： 请问假设2026年相较于2025年其他因素保持不变，在人民币相对美元汇率增值1%的情况下， 能对贵公司净利润增加多少？ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240 ...

（文章来源：证券日报） 证券日报网讯 2月10日，太阳纸业在互动平台回答投资者提问时表示，人民币升值对造纸行业的影响主 要体现在降低原材料成本和增加汇兑收益等方面，但具体影响程度取决于企业的进口依赖度和财务结 构。公司的境外采购原材料主要为木浆、木片及化工原料等，目前主要以美元结算为主；人民币的升值 有益于降低公司进口原材料、生产设备等的采购成本；公司的购汇业务主要依据实际进口金额确定，同 时公司也会根据汇率市场情况办理远期结售汇等金融衍生产品，以控制汇率风险。 ...

证券之星消息，太阳纸业(002078)02月10日在投资者关系平台上答复投资者关心的问题。 太阳纸业回复：尊敬的投资者，您好。人民币升值对造纸行业的影响主要体现在降低原材料成本和增加 汇兑收益等方面，但具体影响程度取决于企业的进口依赖度和财务结构。公司的境外采购原材料主要为 木浆、木片及化工原料等，目前主要以美元结算为主；人民币的升值有益于降低公司进口原材料、生产 设备等的采购成本；公司的购汇业务主要依据实际进口金额确定，同时公司也会根据汇率市场情况办理 远期结售汇等金融衍生产品，以控制汇率风险。感谢您对太阳纸业的关注！ 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投资者提问：请问假设2026年相较于2025年其他因素保持不变，在人民币相对美元汇率增值1%的情况 下，能对贵公司净利润增加多少？ ...

Core Viewpoint - The paper industry is experiencing stable price trends ahead of the Spring Festival, with leading companies initiating "expectation management" for the post-holiday market [1] Group 1: Price Adjustments and Market Strategies - Nine major bases of Nine Dragons Paper Industries announced a price increase of 50 yuan/ton for key packaging paper types starting March 2 [1] - Several paper companies are implementing maintenance plans during the Spring Festival, urging downstream packaging firms to prepare production in advance [1] - Analysts suggest that these actions are standard market behaviors aimed at stabilizing prices during seasonal demand declines [1] Group 2: Market Sentiment and Profit Recovery - Price adjustments by large paper manufacturers provide market guidance, especially after several rounds of price declines [2] - The first quarter is expected to see reduced supply due to maintenance, with potential price increases post-Spring Festival supported by rising demand [2] - Leading companies like Lee & Man Paper Manufacturing Co. have issued positive profit forecasts, indicating a recovery in the industry [2] Group 3: Industry Performance and Challenges - Among 24 A-share listed paper companies, 11 have disclosed 2025 performance forecasts, with several predicting losses due to intensified competition and price declines [3] - The paper sector is at a critical stage of "profit recovery + long-term growth," focusing on price elasticity and benefiting from exports and policies [3] Group 4: Segment Analysis - Packaging paper is benefiting from e-commerce logistics and export demand, while cultural paper faces long-term demand pressures due to digitalization [4] - The supply-demand relationship in the packaging paper sector is becoming more balanced, suggesting continued price recovery [4] - Companies with integrated supply chains, such as Shandong Sun Paper Industry, are positioned favorably for profit resilience [4]

Group 1 - The core viewpoint of the article is that Sun Paper Industry has been exporting products to several EU member countries, including Spain, Germany, and Greece, with EU exports accounting for approximately 5% of the company's total export revenue [2] - The sales model for exports to EU countries includes direct sales and supply through regional agents [2]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：产品销往欧盟国家的收入占比为多少？是通过哪种销 售模式实现的？ 太阳纸业（002078.SZ）2月4日在投资者互动平台表示，公司的产品有出口到部分欧盟成员国，包括西 班牙、德国、希腊等国家。目前，产品销往欧盟国家的收入占公司产品总出口额的5%左右。对欧盟国 家出口的销售模式包括直销或通过区域代理商供货。 ...

一、高级管理人员离任情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002078 证券简称：太阳纸业 公告编号：2026-001 山东太阳纸业股份有限公司 关于高级管理人员辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特此公告。 山东太阳纸业股份有限公司 董 事 会 二○二六年二月三日 2026年2月2日，山东太阳纸业股份有限公司（以下简称"公司"）董事会收到副总经理陈文俊先生的《辞 职报告》，陈文俊先生因达到法定退休年龄，提请辞去公司副总经理职务，辞职后，不在公司及其控股 子公司担任任何职务。 陈文俊先生的原定任期为2024年11月22日至2027年11月21日，根据《中华人民共和国公司法》、《深圳 证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管指引第1号一一主板上市公司规范运 作》、《公司章程》等有关规定，其辞职自辞职报告送达董事会之日起生效。 截至本公告披露日，陈文俊先生持有公司股份312万股，不存在未履行完毕的公开承诺，并已按照公司 离职相关管理规定做好工作交接，其辞职不会对公司经营产生影响。辞职后，陈文俊先 ...

Market Overview - The paper sector experienced a decline of 4.18% on February 2, with Huatai Co. leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Individual Stock Performance - Huatai Co. (600308) closed at 3.90, down 7.36% with a trading volume of 516,000 shares and a turnover of 206 million yuan [1] - Sun Paper (002078) closed at 15.69, down 6.72% with a trading volume of 406,700 shares and a turnover of 652 million yuan [1] - Xianhe Co. (603733) closed at 23.28, down 5.17% with a trading volume of 77,600 shares and a turnover of 185 million yuan [1] - Wuzhou Special Paper (605007) closed at 13.40, down 5.10% with a trading volume of 104,400 shares and a turnover of 144 million yuan [1] - Hengfeng Paper (600356) closed at 9.36, down 4.97% with a trading volume of 172,800 shares and a turnover of 164 million yuan [1] Capital Flow Analysis - The paper sector saw a net outflow of 149 million yuan from institutional investors, while retail investors had a net inflow of 130 million yuan [1] - The table indicates that institutional investors had varying levels of net inflow and outflow across different stocks, with Sun Paper showing a net inflow of 32.24 million yuan from retail investors [2] - Xianhe Co. had a significant net inflow of 26.34 million yuan from institutional investors, while other stocks like Yuyuan Lin Paper (600963) experienced substantial net outflows [2]

Core Viewpoint - The company announced the resignation of its Vice President, Chen Wenjun, due to reaching the statutory retirement age, effective immediately upon the delivery of the resignation report to the board [1] Group 1 - The resignation of Chen Wenjun means he will not hold any position in the company or its subsidiaries after his departure [1]