公司管理层在2025年强调酸菜产品的"品牌化"发展战略，计划通过加强品牌建设和渠道拓展提升市场占 有率。2025年上半年，酸菜业务收入同比增长20.48%，但毛利率为负，显示成本压力较大。未来战略 实施成效值得留意。 经济观察网朱老六(920726.BJ)近期发布2025年业绩快报，并披露了控股股东减持、酸菜业务战略调整及 产能利用等多项动态。 公司项目推进 业绩经营情况 2026年2月6日，公司发布业绩快报显示，2025年年度营业收入为2.16亿元，同比下降9.36%；归属于上 市公司股东的净利润为1976.27万元，同比增长7.43%。此次业绩快报反映了公司全年经营状况。 股价异动原因 2025年9月，控股股东家族成员披露减持计划，拟在公告后3个月内最高减持2%股份。截至2025年12 月，朱先明等股东已累计减持部分股份，若按上限执行，未来可能仍有0.52%的减持空间。减持结果及 后续动向需持续关注。 战略推进 2024年生产基地扩能项目完工后，受销售下滑影响，酸菜产能利用率约为70%，存在闲置问题。公司正 寻求通过调整营销和研发策略打破"量价齐跌"局面，但线上和B端业务尚未显著突破。如何优化产能利 用成 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：证券之星 近期调味品品牌朱老六（920726.BJ）发布股东减持股份结果公告，公司实控人朱先明及其亲属朱先 林、朱先松、朱先莲、李殿奎以及公司高管朱瑛，自2025年10月31日以来，通过集中竞价的方式，合计 减持的股份占公司股份总数的2%，对应的减持金额合计约4740.92万元，其中朱先明及其家族成员合计 套现超4600万元。 伴随股份减持的，是公司近年承压的经营现状。2023年至2025年前三季度，朱老六营收与归母净利润均 呈现下滑态势，反映出其核心业务增长乏力。公司近期披露的2025年业绩快报显示，2025年营收同比下 滑9.36%至2.16亿元，此外得益于原材料的价格下行以及公司实施的降本增效，其归母净利润和归母后 扣非净利润分别同比增长7.43%和8.26%。 01． 家族套现，营收承压 作为东北特色调味品生产企业，朱老六于2021年11月15日正式登陆北京证券交易所。上述减持主体的股 份大多来自北交所上市前取得，仅有财务负责人、董事会秘书朱瑛的股份来自股权激励、新三板市场集 中竞价取得。 根据减持股份结果公告，此次减持计 ...

朱老六表示，业绩变动的主要原因有调味品行业竞争激烈，市场需求降低，另外公司减小了促销力度， 导致总体营业收入较上年同期下降；原材料大豆的价格较上年下降，腐乳产品的单位成本较上年同期下 降；公司施行降本增效的政策，减少了费用支出，期间费用较上年同期减少。 北京商报讯（记者 郭秀娟 王悦彤） 2月8日，北京商报记者获悉，近日，朱老六发布业绩快报，公司 2025年实现营收2.16亿元，同比下降9.36%；归母净利润为1976.27万元，同比增长7.43%。 ...

Market Overview - The seasoning and fermentation sector increased by 0.05% on February 2, with Zhu Laoliu leading the gains [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] Stock Performance - Zhu Laoliu (code: 920726) closed at 24.36, up 2.57% with a trading volume of 70,100 shares and a turnover of 171 million yuan [1] - Haidilao (code: 603288) closed at 35.57, up 0.76% with a trading volume of 175,900 shares and a turnover of 628 million yuan [1] - Anji Food (code: 603696) closed at 18.91, up 0.27% with a trading volume of 96,600 shares and a turnover of 183 million yuan [1] - Other notable stocks include Baoli Food (code: 603170) and Tianwei Food (code: 603317), both closing unchanged [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 36.05 million yuan from institutional investors and 20.69 million yuan from retail investors, while individual investors saw a net inflow of 56.74 million yuan [2] - The capital flow for individual stocks shows that Haidilao had a net inflow of 22.94 million yuan from institutional investors, while Zhu Laoliu had a net outflow of 0.55 million yuan [3] Individual Stock Analysis - Haidilao saw a net inflow of 22.94 million yuan from institutional investors, but a net outflow of 34.47 million yuan from retail investors [3] - Zhongju Gaoxin (code: 600872) had a net inflow of 6.47 million yuan from institutional investors, while retail investors contributed a small net inflow of 0.97 million yuan [3] - Tianwei Food (code: 603317) had a net inflow of 2.01 million yuan from retail investors despite a slight net outflow from institutional and speculative investors [3]

Core Insights - The seasoning and fermentation sector experienced a 3.11% increase on January 29, with Zhu Laoliu leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Zhu Laoliu (code: 920726) closed at 25.33, up 9.42% with a trading volume of 107,900 shares and a transaction value of 259 million [1] - Tianwei Food (code: 603317) closed at 13.10, up 5.14% with a trading volume of 115,100 shares and a transaction value of 148 million [1] - Haitian Flavoring (code: 603288) closed at 36.40, up 4.09% with a trading volume of 384,200 shares and a transaction value of 1.371 billion [1] - Qianhe Flavoring (code: 603027) closed at 10.19, up 3.66% with a trading volume of 200,500 shares and a transaction value of 201 million [1] - Other notable stocks include: - Haoling Zicai (code: 002507) closed at 13.36, up 2.69% [1] - Zhongju Gaoxin (code: 600872) closed at 18.16, up 2.66% [1] Capital Flow - The seasoning and fermentation sector saw a net inflow of 314 million from main funds, while retail funds experienced a net outflow of 183 million [2] - The main funds' net inflow and outflow for specific stocks include: - Haitian Flavoring: net inflow of 208 million, net outflow of 73.75 million from retail [3] - Lianhua Holdings: net inflow of 51.06 million, net outflow of 27.86 million from retail [3] - Zhu Laoliu: net inflow of 30.72 million, net inflow of 514.26 million from retail [3]

Group 1 - The seasoning and fermentation sector saw a slight increase of 0.11% on January 20, with Tianwei Food leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the seasoning and fermentation sector showed varied performance, with Tianwei Food closing at 13.51, up 2.66%, and other notable stocks like ST Jiajia and Jialong Co. also experiencing gains [1] Group 2 - The sector experienced a net outflow of 47.02 million yuan from institutional investors, while retail investors saw a net inflow of 41.85 million yuan [2] - The individual stock performance indicated that Hai Tian Wei Ye had a significant net outflow of 35.27 million yuan from institutional investors, while retail investors contributed a net inflow of 30.45 million yuan [3] - Other stocks like Jialong Co. and ST Jiajia had mixed net inflows and outflows from different investor categories, reflecting varied investor sentiment within the sector [3]

Market Overview - The seasoning and fermentation sector increased by 0.41% on January 19, with Zhu Laoliu leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Zhu Laoliu (code: 920726) closed at 25.02, up 5.44% with a trading volume of 97,800 shares and a transaction value of 236 million [1] - Qianhe Flavor (code: 603027) closed at 10.19, up 4.09% with a trading volume of 220,900 shares and a transaction value of 223 million [1] - Tianwei Food (code: 603317) closed at 13.16, up 3.70% with a trading volume of 107,300 shares and a transaction value of 140 million [1] - Other notable stocks include Baoli Food (code: 603170) up 3.46%, Jialong Co. (code: 002495) up 3.11%, and Zhongjing Food (code: 300908) up 2.24% [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 66.24 million from institutional investors, while retail investors saw a net inflow of 21.38 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Zhu Laoliu had a net outflow of 23.53 million from institutional investors, with a retail net inflow of 1.83 million [3] - Hai Tian Flavor (code: 603288) saw a net inflow of 16.67 million from institutional investors but a net outflow of 24.60 million from retail investors [3] - Hengshun Vinegar (code: 600305) had a net inflow of 12.32 million from institutional investors, while retail investors experienced a net outflow of 13.99 million [3]

Market Overview - The seasoning and fermentation sector experienced a decline of 0.65% on January 13, with Zhu Laoliu leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable stock performances include: - Richen Co., Ltd. (603755) closed at 38.78, up 2.46% with a trading volume of 43,400 shares and a transaction value of 170 million yuan [1] - Angel Yeast Co., Ltd. (600298) closed at 44.22, up 0.45% with a trading volume of 68,600 shares and a transaction value of 303 million yuan [1] - Zhu Laoliu (920726) closed at 22.45, down 4.47% with a trading volume of 99,900 shares and a transaction value of 236 million yuan [2] Capital Flow - The seasoning and fermentation sector saw a net outflow of 257 million yuan from main funds, while retail investors contributed a net inflow of 215 million yuan [2] - The capital flow for individual stocks shows: - Hai Tian Flavoring (603288) had a main fund net inflow of 22.56 million yuan, but a net outflow from retail investors of 13.91 million yuan [3] - Angel Yeast (600298) experienced a main fund net inflow of 10.74 million yuan, with a net outflow from retail investors of 16.68 million yuan [3]

Group 1 - The A-share market saw a broad increase in the food and beverage sector, with notable stocks such as Ziyan Food hitting the daily limit up [1] - Yangyuan Beverage approached the daily limit up, indicating strong investor interest and potential growth in the sector [1] - Other companies like Huanlejia and Qianwei Yangchu rose over 5%, while Baihe Co., Babi Food, and others increased by over 4%, reflecting a positive trend across multiple stocks in the industry [1]

Group 1 - The seasoning and fermentation sector experienced a decline of 0.56% compared to the previous trading day, with Zhu Lao Liu leading the decline [1] - The Shanghai Composite Index closed at 3919.98, reflecting an increase of 0.07%, while the Shenzhen Component Index closed at 13368.99, showing an increase of 0.27% [1] Group 2 - In terms of capital flow, the seasoning and fermentation sector saw a net inflow of 56,200 yuan from main funds, while retail funds experienced a net outflow of 5,025,620 yuan and a net inflow of 5,020,000 yuan [2] - Detailed capital flow for individual stocks in the seasoning and fermentation sector is available in the accompanying table [2]