截至2026年1月20日收盘，裕同科技（002831）报收于27.47元，较前一交易日上涨0.88%，最新总市值 为252.87亿元。该股当日开盘27.22元，最高27.48元，最低27.07元，成交额达1.71亿元，换手率为 1.23%。 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。 近日，裕同科技发布关于调整外汇套期保值业务额度的公告。公告称，公司于2026年1月19日召开第五 届董事会第十八次会议，审议通过了《关于调整外汇套期保值业务额度的议案》。根据公告内容，公司 及控股子公司拟将外汇套期保值业务额度由60,000万美元调整为70,000万美元（折合），额度有效期不 超过12个月，可在额度内循环开展。业务种类包括远期结售汇、外汇掉期、货币掉期、外汇期权及相关 组合产品，交易对手为具有资质的境内外金融机构，资金来源为自有及自筹资金。公司已制定相关管理 制度，明确风险控制措施，不进行投机和套利交易。 《关于调整外汇套期保值业务额度的公告》 《第五届董事会第十八次会议决议公告》 最新公告列表 ...

证券日报网讯 1月20日，裕同科技发布公告称，公司于2026年1月19日召开了第五届董事会第十八次会 议，审议并通过《关于调整外汇套期保值业务额度的议案》，公司拟将开展外汇套期保值业务的额度调 整为：公司及控股子公司开展的外汇套期保值业务额度为70，000万美元（折合），各项业务可以在上 述额度内循环开展。本授权额度的有效期限自公司董事会审议通过之日起，至公司董事会或股东会作出 新的额度授权决议之日止，最长期限不超过12个月。 （编辑 任世碧） ...

股票代码：002831 股票简称：裕同科技 公告编号：2026-005 深圳市裕同包装科技股份有限公司 关于调整外汇套期保值业务额度的公告 1、调整原因及目的：为进一步规避和防范外汇市场风险，基于汇率波动情况 以及海外业务发展趋势，公司及控股子公司拟调整外汇套期保值业务的额度。 3、调整后的资金额度：公司及控股子公司开展的外汇套期保值业务额度为 70,000万美元（折合），各项业务可以在上述额度内循环开展。 4、审议程序：公司于 2026 年 1 月 19 日召开了公司第五届董事会第十八次会 议，审议并通过《关于调整外汇套期保值业务额度的议案》，同意公司及子公司根据 实际经营需求调整外汇套期保值业务的额度。根据相关规定，基于以董事会召开日 的人民币兑美元汇率中间价折算，本议案无需提交股东会审议。 2、交易种类：拟开展外汇套期保值业务的交易种类包括但不限于远期结售汇、 外汇掉期、货币掉期、外汇期权及相关组合产品等业务。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 重要提示： 5、特别风险提示：公司开展外汇套期保值业务遵循合法、谨慎、安全、有效 的原则，不做投机性 ...

证券代码： 002831 证券简称：裕同科技 公告编号：2026-004 深圳市裕同包装科技股份有限公司 第五届董事会第十八次会议决议公告 一、议案及表决情况 1、审议通过《关于调整外汇套期保值业务额度的议案》。 表决结果：全体董事以 8 票赞成、0 票反对、0 票弃权审议通过。 为进一步规避和防范外汇市场风险，基于汇率波动情况以及海外业务发展趋 势，公司拟将开展外汇套期保值业务的额度调整为：公司及控股子公司开展的外 汇套期保值业务额度为 70,000 万美元（折合），各项业务可以在上述额度内循环 开展。本授权额度的有效期限自公司董事会审议通过之日起，至公司董事会或股 东会作出新的额度授权决议之日止，最长期限不超过 12 个月。 具体内容请见公司同日在巨潮资讯网上披露的《关于调整外汇套期保值业务 额度的公告》。 二、备查文件 1、公司第五届董事会第十八次会议决议。 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 深圳市裕同包装科技股份有限公司（以下简称"公司"）第五届董事会第十 八次会议通知于 2026 年 1 月 16 日（星期五）以书面或邮件方式发出，会议于 ...

Summary of YuTong Technology Conference Call Company Overview - **Company**: YuTong Technology - **Industry**: Packaging, specifically focusing on consumer electronics and emerging technologies like AI glasses Key Points and Arguments Business Performance and Strategy - **Market Share and Profitability**: YuTong Technology has increased its market share by enhancing manufacturing efficiency, although profitability has temporarily declined due to customer concessions, stabilizing around 9-10% [2][3] - **Revenue Growth Projections**: Expected revenue growth of 15% and profit growth of 20% by 2026, with current stock price at a low valuation of approximately 13-14 times earnings, suggesting a good investment opportunity [2][6] - **Diversification of Business**: The company has shifted its revenue structure, with consumer electronics now accounting for 70% of revenue, while the share from tobacco has dropped below 10% [2][5] Industry Dynamics - **Packaging Industry Trends**: The overall paper packaging industry is experiencing a decline in the mid-single digits, leading to the exit of mid-tier companies. YuTong is outperforming the market due to overseas capacity expansion and new order acquisition [2][7] - **Smartphone Market Impact**: The smartphone market is projected to grow, with Apple’s market share increasing to 19.7% in 2025, benefiting YuTong as a key supplier [2][8][9] Competitive Positioning - **Competitive Advantage**: YuTong maintains a high net profit margin of around 7% through process refinement and automation, even as the industry faces declining profitability [4][12] - **Collaboration with Meta**: YuTong is collaborating with Meta in the AI glasses sector, which is expected to generate approximately 1.5 billion RMB in additional revenue during the product cycle [4][15] Future Growth Opportunities - **Emerging Markets**: The company is actively expanding into new business lines such as eco-friendly packaging and collectibles, with significant growth anticipated in the AI glasses market by 2026-2027 [2][5][14] - **International Expansion**: YuTong is investing in overseas factories, with plans to establish bases in Southeast Asia and beyond, aiming for a 1:1 ratio of domestic to international capacity [18][22] Financial Outlook - **Profitability Forecast**: From 2025 to 2027, overseas revenue is expected to grow significantly, contributing to 42% of total profits by 2027. The company anticipates a revenue of 20.1 billion RMB in 2026, with adjusted profits around 1.758 billion RMB [22][26] - **Capital Expenditure and Dividends**: The company is adopting a light-asset model, reducing capital expenditures while increasing dividend payouts, with a target dividend ratio of 60-70% [25] Risks and Challenges - **Market Risks**: Potential negative impacts from currency fluctuations, rising pork prices, and paper price increases are noted, but the company has implemented hedging strategies to mitigate these risks [23][24] Conclusion - **Investment Recommendation**: Given the low valuation, strong dividend yield, and growth potential in emerging markets and technologies, YuTong Technology is recommended for investment consideration [26]

Group 1 - The core viewpoint of the news is that Yutong Technology experienced a decline in stock price and trading volume, with significant financing activities indicating a high level of investor interest despite the drop [1] - On January 16, Yutong Technology's stock fell by 2.16%, with a trading volume of 220 million yuan. The net financing purchase on that day was 6.96 million yuan, indicating strong demand for the stock [1] - As of January 16, the total financing and margin balance for Yutong Technology was 88.45 million yuan, which is above the 60th percentile level over the past year, suggesting a high level of leverage in the stock [1] Group 2 - As of September 30, the number of shareholders for Yutong Technology was 11,100, a decrease of 18.37% from the previous period, while the average circulating shares per person increased by 20.15% to 45,919 shares [2] - For the period from January to September 2025, Yutong Technology reported a revenue of 12.60 billion yuan, a year-on-year increase of 2.80%, and a net profit attributable to shareholders of 1.18 billion yuan, up 6.00% year-on-year [2] - Yutong Technology has distributed a total of 3.79 billion yuan in dividends since its A-share listing, with 2.40 billion yuan distributed over the past three years [3]

证券代码： 002831 证券简称：裕同科技 公告编号：2026-003 深圳市裕同包装科技股份有限公司 关于公司提供担保进展情况的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、担保情况概述 深圳市裕同包装科技股份有限公司（以下简称"本公司"或"公司"）于 20 25 年 4 月 25 日召开的第五届董事会第十二次会议，于 2025 年 5 月 20 日召开 2 024 年度股东大会，审议通过了《关于 2025 年度银行授信及调整对子公司担保 额度及期限的议案》，同意公司提供担保的总额度为 677,009.50 万元（折合人民 币，含资产池业务产生的担保，以及子公司之间的担保）。 根据经营发展需要，2026 年 1 月 13 日，公司与交通银行股份有限公司深圳 分行签署《保证合同》[合同编号：华宝利保证 01]，为公司子公司深圳华宝利电 子有限公司（以下简称"华宝利"）融资授信提供担保。现将具体进展情况公告 如下： （一）本次新增担保情况： | | | 被担保方 | 币种 | 担保 | 被担保方资 | 2025 年度 董事会已 | 担保额度 占上市公 ...

Core Viewpoint - The company announced that the shareholders' meeting in 2025 approved a total guarantee amount of 6.77 billion yuan [1] Group 1: Company Guarantees - On January 13, 2026, the company signed a guarantee contract with the Shenzhen branch of a bank, providing an additional guarantee limit of 12 million yuan for its 60%-owned subsidiary, Shenzhen Huabaoli Electronics Co., Ltd [1] - After the addition, the total guarantee contract amount reached 84 million yuan [1] - As of December 31, 2025, Huabaoli's asset-liability ratio was 51.06%, and the actual guarantee amount provided by the company for the subsidiary was 289 million yuan, accounting for 2.51% of the audited net assets for 2024 [1]

Group 1 - The core point of the announcement is that the controlling shareholders of Shenzhen Yutong Packaging Technology Co., Ltd., Ms. Wu Lanlan and Mr. Wang Huajun, have engaged in stock pledges, with no frozen or auctioned shares reported [1][2] - As of the announcement date, the pledged shares by the shareholders and their concerted actors are detailed, excluding the shares subject to lock-up for executives [1] - The shareholders have a good credit status and repayment capability, with no risk of forced liquidation or transfer of control over the company [2] Group 2 - The company will take measures such as additional pledges or early repurchases if any risk of forced liquidation arises, and will notify the company in accordance with disclosure obligations [2] - Documentation related to the stock pledge changes includes proof of stock pledge changes and detailed statements from the registration and settlement company [3]

Group 1 - The company Yutong Technology announced that its controlling shareholder, Ms. Wu Lanlan, and her concerted party, Mr. Wang Huajun, have completed the procedures for pledging, unpledging, and extending the repurchase of a portion of their shares [1] - As of the announcement date, Wu Lanlan and Wang Huajun have cumulatively pledged approximately 209 million shares, with Wu Lanlan pledging about 166 million shares, accounting for 36.45% of her holdings [1] - Wang Huajun has pledged 42.7 million shares, which represents 39.92% of his holdings [1]