新巨豐：重組穩步推進，無菌包裝國產替代駛入快車道

Shandong Xinjufeng Technology Packaging (301296 CH)重組穩步推進，無菌包裝國產替代駛入快車道Company reorganization on pace; Chinese aseptic packaging market share trend revs to the fast laneACCUMULATE (maintain)投資要點/Investment Thesis投资要点/Investment Thesis資產重組穩步推進。9月14日，公司公告市場監管總局，決定對公司以現金收購JSH持有的紛美包裝有限公司股票交易中涉及的經營者集中事項不予禁止，允許實施集中，反壟斷障礙破除。25日，公司公告與JSH已完成交易協議約定的標的股份交割，並已支付標的股份的對價，持續近8個月的收購將落地。JSH系紛美第一大股東，截至6月30日持股28.22%。Smooth asset restructure: regulator gave go-ahead; stake purchase completedRegulatory green light: Shandong Xinjufeng Technology Packaging announced on 14 Sep a decision by the State Administration for Market Regulation that in the matter of the company’ ………………………………