Research Reports Digging for Gold | Zheshang: Maintain ShenZhen YUTO Packaging Technology "Buy" rating. Multiple provinces and cities have launched 3C subsidy activities.
Gelonghui, December 24 | Zheshang Research Reports pointed out that ShenZhen YUTO Packaging Technology (002831.SZ) is a leading company in diversified paper packaging, deeply digging into customer share and extending the service chain, combining high dividends and growth potential. The performance in 2025 is expected to be boosted by 3C promotional activities and smart product upgrades. The 'Buy' rating is maintained. Many provinces and cities are launching 3C subsidy activities, with some areas preparing for 25 years of subsidies. After Jiangsu and Guizhou launched national subsidy policies for Consumer Electronics, Jiangxi Province and Chengdu have recently added 3C subsidy activities, and Hebei Province and Henan Province have also issued documents notifying merchants to begin registration for 2025.
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
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.
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.
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.
Express News | Apple, along with four other suppliers from china, made an appearance at the Chain Expo.
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%.
Major MSCI adjustment! Brokerage stocks are most favored, 20 companies are being removed.
On November 7th, Beijing time, the international index compiler MSCI announced the results of the November stock index review. Among them, 4 Chinese stocks were newly included in the MSCI China Index, while 20 individual stocks were removed. All changes will take effect after the market closes on November 25, 2024.
shenzhen yuto packaging technology (002831): Single-quarter revenue and profit reach a new high.
In the third quarter report of 2024, the company achieved an income of 4.91 billion yuan, a year-on-year increase of 10.5%; net income attributable to the parent company was 0.62 billion yuan, an increase of 11.4% year-on-year; non-net income attributable to the parent company was 0.61 billion yuan, an increase of 1% year-on-year.
Shenzhen Yuto Packaging Technology (002831.SZ): has repurchased 0.23% of the shares.
Gelonghui on November 1st, shenzhen yuto packaging technology (002831.SZ) announced that as of October 31, 2024, the company has implemented a share buyback through a dedicated securities account in a centralized auction trading manner, repurchasing a total of 2,100,500 shares, accounting for 0.23% of the total share capital of the company. The highest fill price was 26.93 yuan/share, the lowest fill price was 21.28 yuan/share, and the total trading amount was 49.8707 million yuan (excluding trading fees).
Shenzhen Yuto Packaging Technology (002831): The performance is strong, and expanding production capacity overseas is just in time.
This report summary: External environment is under pressure, the company's global production capacity is steadily advancing, business boundaries are expanding in an orderly manner, and performance is growing against the trend. Investment highlights: Adjust profit expectations, maintain a "shareholding" rating. The company's performance is slightly lower than our expectations, considering the current situation.
Shenzhen Yuto Packaging Technology (002831): In Q3, achieved steady growth against the trend with accelerated expansion of overseas business.
The company released the third quarter report of 2024: In Q3 2024, the company achieved revenue of 4.905 billion yuan (+10.5% year-on-year), net income attributable to shareholders of 0.617 billion yuan (+11.4% year-on-year), and non-net income attributable to shareholders of 0.607 billion.
Shenzhen Yuto Packaging Technology (002831) 2024 Third Quarter Report Review: AI drives downstream demand recovery, company's revenue continues to grow.
Event. Shenzhen Yuto Packaging Technology released the third quarter report of 2024, achieving revenue/net income attributable to mother/deducted non-net income of 4.905/0.617/0.607 billion yuan, a year-on-year increase of 10.45%/11.41%/1.
Yutong Technology: Report for the third quarter of 2024
Shenzhen Yuto Packaging Technology (002831.SZ): The net income for the first three quarters was 1.114 billion yuan, a year-on-year increase of 13.05%.
Geelong reported on October 28th that Shenzhen Yuto Packaging Technology (002831.SZ) released its third quarter report for 2024. In the first three quarters of 2024, the company achieved revenue of 12.259 billion yuan, a year-on-year increase of 13.44%; net income attributable to shareholders of the listed company was 1.114 billion yuan, a year-on-year increase of 13.05%; net income after deducting non-recurring gains and losses was 1.13 billion yuan, a year-on-year increase of 9.00%; basic earnings per share were 1.22 yuan per share.
Shenzhen Yuto Packaging Technology (002831): Diversified development global strategy steadily advancing.
Event: The company released the third quarter report for 2024. In September 24, the company achieved revenue of 12.26 billion yuan, up by 13.4% year-on-year; net income attributable to the parent company was 1.11 billion yuan, up by 13.0% year-on-year. Among them, Q3 of 24 achieved revenue.
Shenzhen Yuto Packaging Technology (002831): Single quarter performance hits new high, expecting a prosperous 25-year 3C industry.
Investment Highlights The company released the 2024 Q3 performance. From Q1 to Q3, revenue reached 12.26 billion (up 13.44% year-on-year, the same below), net profit attributable to mother 1.114 billion (+13.05%), non-GAAP net profit 11.3.
Shenzhen Yuto Packaging Technology (002831): Demand profit welcomed repair Dividends highlighting long-term value.
Investment highlights: Against the trend of stability: In 2024, the demand for consumer electronics packaging has rebounded, and the global layout has accelerated. As a leading company in the domestic packaging industry, from the early advantages in consumer electronics packaging, it has developed into a growth pattern driven by multiple products and customers. 24
Shenzhen Yuto Packaging Technology (002831.SZ) distributed equity for the first half of 2024: 3.302356 yuan per 10 shares recorded on October 10th.
Shenzhen Yuto Packaging Technology (002831.SZ) announced that the company's interim equity distribution plan for the first half of 2024 is as follows: with the company...
zheshang Securities: Light industry white horse value highlights, select high-quality emerging domestic products, enjoy self-growth by going overseas.
Looking at the performance of the sub-industries in the light industry in Q2 2024, home furnishings and papermaking, which are related to the domestic demand economy, performed weakly, while some high-quality assets in the individual growth stage performed above expectations.
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