ShenZhen YUTO Packaging Technology (002831): Multiple provinces and cities have launched 3C subsidy activities, combining dividend value with growth flexibility.

Key investment points Many provinces and cities have launched 3C subsidy activities. Some regions are preparing 25-year subsidies. Following the successive introduction of national subsidy policies for consumer electronics products in Jiangsu and Guizhou, Jiangxi Province and Chengdu have recently added new 3C subsidy activities. Hebei Province and Hebei Province

浙商证券Dec 23 20:42

ShenZhen YUTO Packaging Technology (002831.SZ): The second phase of the employee stock ownership plan has been completed and the plan is terminated.

On December 20, 2023, Ge Long Hui reported that ShenZhen YUTO Packaging Technology (002831.SZ) announced that as of the date of the announcement, the 20,850,177 shares (accounting for 2.24% of the company's total equity) held under the second phase of the employee shareholding plan have been completely Shareholding through centralized bidding in the secondary market. Subsequently, the management committee will carry out asset liquidation and equity distribution for the company's second phase of the employee shareholding plan in accordance with the relevant regulations of the second phase employee shareholding plan.

Gelonghui FinanceDec 20 17:35

Research Reports on the mining gold丨Cinda Securities: ShenZhen YUTO Packaging Technology is a leader in 3C packaging, revitalized by new product cycles and trade-in activities.

According to a Research Report from Xinda Securities, ShenZhen YUTO Packaging Technology (002831.SZ) is a leader in 3C packaging, with a new product cycle and trade-in programs driving a recovery. It is expected that the company's 3C revenue will account for over 60%. Calculations suggest that with the nationwide expansion of trade-in programs and assuming an acceleration in domestic 3C revenue growth by 2025, the company's overall revenue growth rate could exceed 10%. The company's supply share to A clients has consistently maintained a high level, primarily supplying high-end models to Xiaomi, Huawei, Oppo, and Vivo. In addition, it is anticipated that tobacco and liquor packaging will achieve steady growth in 2024 from a low base, and Eco-friendly Concept packaging will see impressive growth. AI applications are accelerating iterations, in 2025.

Gelonghui FinanceDec 17 15:37 · Ratings

ShenZhen YUTO Packaging Technology (002831): The mobile phone trade-in program is gradually being rolled out, AI application iteration is accelerating, and core packaging companies are expected to benefit.

Event: Recently, Jiangsu, Guizhou, Chengdu, and Jiangxi have successively launched subsidy programs for trade-ins of 3C products, where Jiangsu provides a 15% subsidy for mobile phones, tablets, smartwatches, and wireless Bluetooth earphones, while Guizhou targets products priced at 3000 yuan and below.

Xinda SecuritiesDec 17 07:47

Express News | Apple, along with four other suppliers from china, made an appearance at the Chain Expo.

BreakingsNov 27 08:31

Guosen Securities: Light industry operations under pressure in Q3, business climate bottoming out, looking forward to trade-in programs to improve domestic demand.

In the third quarter of 2024, the total revenue of listed companies in the home sector decreased by 2.7% year-on-year, net income attributable to the parent decreased by 23.5% year-on-year, the gross margin decreased by 2.5 percentage points to 31.0%, and the net margin decreased by 2.0 percentage points to 7.4%.

Zhitong FinanceNov 13 15:49