| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920726 | 朱老六 | 24.36 | 2.57% | 7.01万 | 1.71亿 | | 603288 | 海天味业 | 35.57 | 0.76% | 17.59万 | 6.28亿 | | 603696 | 安记食品 | 18.91 | 0.27% | 9.66万 | 1.83亿 | | 603170 | 宝立食品 | 14.22 | 0.00% | 6.55万 | 9537.49万 | | 603317 | 天味食品 | 13.23 | 0.00% | 11.10万 | 1.49亿 | | 600872 | 中炬高新 | 17.75 | -0.56% | 8.96万 | 1.61亿 | | 600305 | 恒顺醋业 | 8.07 | -0.74% | 21.82万 | 1.78亿 | | 300908 | 仲景食品 | 28.64 | -1.00% | 1.84万 | 5328.75万 | | 002507 | 浩陵梓菜 | 13.1 ...

证券之星消息，1月29日调味发酵品板块较上一交易日上涨3.11%，朱老六领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。调味发酵品板块个股涨跌见下表： 从资金流向上来看，当日调味发酵品板块主力资金净流入3.14亿元，游资资金净流出1.31亿元，散户资金 净流出1.83亿元。调味发酵品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603288 海天味业 | | | 2.08 Z | 15.21% | -7375.17万 | -5.38% | -1.35 Z | -9.83% | | 600186 莲花控股 | | | 5106.14万 | 9.29% | -2786.16万 | -5.07% | -2319.97万 | -4.22% | | 002507 涪陵榨菜 | | | 3357.83万 | 9.82% | -1 ...

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]

从资金流向上来看，当日调味发酵品板块主力资金净流入5.62万元，游资资金净流出5025.62万元，散户 资金净流入5020.0万元。调味发酵品板块个股资金流向见下表： 证券之星消息，12月23日调味发酵品板块较上一交易日下跌0.56%，朱老六领跌。当日上证指数报收于 3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。调味发酵品板块个股涨跌见下表： 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。 ...

Group 1 - The seasoning and fermentation sector increased by 0.88% compared to the previous trading day, with Zhu Lao Liu leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up by 1.19%, while the Shenzhen Component Index closed at 13224.51, up by 2.4% [1] - A table detailing the individual stock performance within the seasoning and fermentation sector is provided [1] Group 2 - In terms of capital flow, the main funds in the seasoning and fermentation sector experienced a net outflow of 147 million yuan, while retail investors saw a net inflow of 1.42 billion yuan [2] - Speculative funds had a net inflow of 5.21 million yuan [2] - A table showing the capital flow for individual stocks in the seasoning and fermentation sector is included [2]

证券之星消息，12月12日调味发酵品板块较上一交易日上涨0.29%，朱老六领涨。当日上证指数报收于 3889.35，上涨0.41%。深证成指报收于13258.33，上涨0.84%。调味发酵品板块个股涨跌见下表： 从资金流向上来看，当日调味发酵品板块主力资金净流出8540.52万元，游资资金净流出813.67万元，散 户资金净流入9354.19万元。调味发酵品板块个股资金流向见下表： 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。 ...

Core Viewpoint - The company Zhu Laoliu is experiencing a continuous decline in performance, with its major shareholder family members recently disclosing share reductions, coinciding with the company's ongoing profit drop [1][3]. Shareholder Actions - On December 4, Zhu Laoliu announced that its major shareholder Zhu Xianming reduced his holdings by 587,200 shares, approximately 0.58% of the total shares, bringing his ownership down from 57.26% to 56.68% [2][10]. - Prior to this, the shareholder family had already reduced their holdings by a total of 0.9% in November [2][10]. - The family collectively holds 74.47% of the shares, which has allowed the company to maintain high dividend payouts, with payout ratios reaching as high as 96.4% in recent years [2][10]. Financial Performance - Zhu Laoliu's revenue has declined significantly, with a drop of 20.71% in 2023 and further declines of 1.38% and 9.37% in subsequent periods [4][12]. - The company's net profit has also seen a drastic reduction, from 64.04 million yuan in 2022 to only 18.40 million yuan in 2024, representing less than 30% of the previous year's profit [4][12]. - The main revenue sources are fermented bean curd (79% of revenue) and pickled vegetables (19%), both of which have seen declining sales [4][12]. Profitability Issues - The gross margin for Zhu Laoliu has decreased from 35.71% in 2021 to 22.24% in 2024, while the net margin has fallen from 20.44% to 7.73% [6][14]. - The company has faced rising raw material costs and increased competition, leading to a decline in product prices and profitability [5][13]. Capacity Utilization and Strategic Challenges - Following a capital raise of 211 million yuan for expansion projects, the company is now facing underutilization of its production capacity, particularly in the pickled vegetable segment, which has an actual utilization rate of about 70% [7][16]. - The company has halted several strategic projects due to poor sales performance and has shifted its focus to maintaining existing product lines rather than pursuing new product development [7][16]. - The online business has not gained significant traction, with less than 0.5% of revenue coming from this channel in 2025, primarily serving as a platform for product display rather than high-margin sales [8][17].