宠物经济概念股午后拉升，依依股份涨停，洁雅股份、天元宠物涨超10%，创源股份、一致魔芋、路斯 股份、佩蒂股份、驱动力跟涨。 ...

Market Overview - The agricultural processing sector experienced a decline of 0.88% on September 2, with the Shanghai Composite Index closing at 3858.13, down 0.45%, and the Shenzhen Component Index at 12553.84, down 2.14% [1] Individual Stock Performance - The leading decliner in the agricultural processing sector was Yicheng Magic Hand (一致魔手), which fell by 4.54% to a closing price of 43.90, with a trading volume of 61,200 shares and a transaction value of 277 million yuan [1] - Other notable declines included: - Morning Light Biological (晨光生物) down 4.40% to 13.24, with a transaction value of 238 million yuan - Huazi Industry (华资实业) down 3.63% to 7.69, with a transaction value of 165 million yuan - Daodaoquan (道道全) down 2.44% to 11.18, with a transaction value of 104 million yuan [1] Capital Flow Analysis - The agricultural processing sector saw a net outflow of 83.56 million yuan from institutional investors and 13.15 million yuan from retail investors, while individual investors contributed a net inflow of 96.71 million yuan [1] - Specific stock capital flows included: - COFCO Sugar Industry (中粮糖业) with a net inflow of 175 million yuan from institutional investors, but a net outflow of 22.44 million yuan from retail investors [2] - Double Tower Food (双塔食品) had a net inflow of 1.54 million yuan from institutional investors and a net inflow of 3.16 million yuan from retail investors [2] - ST Langyuan (ST朗源) experienced a net outflow of 774,900 yuan from institutional investors but a net inflow of 310,300 yuan from retail investors [2]

证券研究报告 | 北交所定期报告 | | --- | hyzqdatemark 2025 年 09 月 01 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 王宇璇 SAC：S1350525050003 wangyuxuan@huayuanstock.com 近半数企业 2025H1 归母净利润同比增长，2025Q2 业绩环比向好 ——北交所消费服务产业跟踪第二十九期（20250831） 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 联系人 2025 上半年 47%的北交所消费服务企业实现归母净利润正增长，2025Q2 营收和归 母净利润的中位数均同比提高。截至 2025 年 8 月 30 日，北交所消费服务产业 38 家企业已经全部发布 2025 年半年报。从 2025H1 营收 yoy 分布来看，大于 25%营 收同比增速的企业共有 7 家。从 2025H1 归母净利润 yoy 分布来看，47%的企业在 2025H1 实现归母净利润正增长，宏裕包材、龙竹科技、太湖雪共 3 家企业的归母净 利润 yoy 大于 50%，格利尔、颖泰生物归 ...

证券代码：839273 证券简称：一致魔芋 公告编号：2025-100 湖北一致魔芋生物科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 √特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 投资者网络会议 二、 投资者关系活动情况 活动时间：2025 年 8 月 27 日 活动地点：进门财经 参会单位及人员：华源证券、中信证券、申万宏源证券、万家基金、长信基 金、中信建投基金、招商基金、巨鹿投资、上海汇瑾资产管理、上海冰河资产管 理、深圳市尚诚资产管理、宁波盛世知己投资管理中心、浙商证券、中泰证券、 长江证券、东北证券、万和证券、联储证券、鹏扬基金管理有限公司、上海卫宁 私募基金、泓德基金、开源证券、HSBC Global Asset Management (HongKong) Ltd、 光大保德信基金、指南基金、兴业证券、圆信永丰基金、大家资产、景顺长城、 德楷创投、深圳通和私募、北京旭芽 ...

上 市 公 司 农林牧渔 2025 年 08 月 28 日 一致魔芋 (839273) ——收入延续较好增长，积极探索魔芋新市场新应用 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 08 月 27 日 | | --- | --- | | 收盘价（元） | 45.75 | | 一年内最高/最低（元） | 84.00/9.37 | | 市净率 | 7.5 | | 股息率%（分红/股价） | 1.09 | | 流通 A 股市值（百万元） | 3,100 | | 上证指数/深证成指 | 3,800.35/12,295.07 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | | --- | --- | --- | | 每股净资产（元） | | 6.07 | | 资产负债率% | | 21.41 | | 总股本/流通 A 股（百万） | | 103/68 | | 流通 B 股/H 股（百万） | | -/- | 一年内股价与大盘对比走势： 08-27 09-27 10-27 11-27 12-27 01-27 02-27 ...

Group 1 - The core viewpoint of the news is that Yizhi Konjac has shown significant growth in revenue and net profit in the first half of 2025, driven by effective marketing strategies and increased consumer awareness of konjac's health benefits [1] - In the first half of the year, Yizhi Konjac achieved an operating income of approximately 359 million yuan, representing a year-on-year increase of 37.17% [1] - The net profit attributable to shareholders was approximately 40.92 million yuan, reflecting a year-on-year growth of 23.01%, primarily due to the comprehensive impact of product quantity, pricing, and variety structure [1] Group 2 - Yizhi Konjac specializes in the deep processing of konjac and the research, production, and sales of related products, which are categorized into konjac powder, konjac food, and konjac beauty products [1] - In the first half of the year, the revenue from konjac powder, konjac food, and konjac beauty products was approximately 248 million yuan, 104 million yuan, and 2.12 million yuan, respectively, all showing year-on-year growth [1] - The konjac food segment experienced the highest growth rate of 57.96%, largely due to the significant increase in sales of konjac crystal balls through chain sales channels [1] Group 3 - Konjac crystal balls, made primarily from konjac, are a low-calorie alternative to traditional tapioca pearls, appealing to younger consumers due to their high fiber and low-fat characteristics [2] - The convenience of using konjac crystal balls in chain beverage stores, as they do not require on-site processing, contributes to their rapid growth in application within the beverage industry [2] - The trend of using konjac crystal balls in tea beverages is currently experiencing a high growth rate [2]

在健康消费趋势与产业升级的双重推动下，一致魔芋(839273.BJ)交出了一份稳健的"中考答卷"。 8月26日，一致魔芋发布2025年半年度报告，公司实现营业收入3.59亿元，同比增长37.17%；归属于上 市公司股东的净利润4092.13万元，同比增长23.01%。 在魔芋精深加工行业竞争加剧的背景下，公司通过优化产品结构、加大研发投入及拓展市场渠道，实现 了业绩的稳健增长。尤其值得注意的是，其核心产品魔芋粉及魔芋食品销售收入显著提升，同时研发费 用达到了1342.25万元，同比增长26.84%。 营收同比增近四成 一致魔芋主要从事魔芋精深加工以及魔芋相关产品的研发、生产和销售。主要产品分为魔芋粉、魔芋食 品及魔芋美妆用品三个大类，包括各种魔芋亲水胶体、魔芋膳食纤维、魔芋休闲食品、魔芋预制食材、 魔芋茶饮小料以及魔芋美妆洗护用品等若干个小类。 财报显示，2025年上半年，一致魔芋实现营业收入3.59亿元，较上年同期的2.62亿元大幅增长37.17%。 主营业务表现强劲，魔芋粉与魔芋食品两大板块贡献了主要增长动力。分产品看，魔芋粉收入2.48亿 元，同比增长29.77%；魔芋食品收入1.04亿元，同比增长57 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [5] Core Views - The company achieved a revenue of 359 million yuan in H1 2025, representing a year-on-year increase of 37.17%, with tea beverage ingredients becoming a new growth driver [7] - The company has a solid foundation in the konjac powder business, with a revenue increase of 30% year-on-year, while the konjac food segment saw a significant growth of 58% year-on-year [7] - The company is focusing on health consumption trends, driving innovation in research and development, and expanding production capacity to build a multi-dimensional product matrix [7] Financial Performance Summary - In H1 2025, the company reported a net profit attributable to shareholders of 40.92 million yuan, up 23.01% year-on-year, with a gross margin of 21.75% [7] - The revenue from konjac powder reached 248 million yuan, accounting for approximately 69% of total revenue, while the konjac food segment generated 104 million yuan, making up about 29% of total revenue [7] - The company’s R&D expenses in H1 2025 amounted to 13.42 million yuan, a year-on-year increase of 26.84% [7] Earnings Forecast and Valuation - The forecasted net profit attributable to shareholders for 2025-2027 is 97 million, 113 million, and 131 million yuan respectively, with corresponding P/E ratios of 51, 43, and 37 [7][8] - The projected revenue for 2025 is 742 million yuan, with a year-on-year growth rate of 20.40% [8] - The company aims to transition from a raw material manufacturer to an application service provider, focusing on expanding its customer base in both B2B and B2C segments [7]

北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月26日，一致魔芋发布2025年半年报，报告期内，公司 实现营业收入3.59亿元，同比增长37.17%；实现归母净利润4092.13万元，同比增长23.01%。 ...

证券代码：839273 证券简称：一致魔芋 公告编号：2025-096 湖北一致魔芋生物科技股份有限公司 2025 年半年度募集资金存放、管理与实际使用情况的 专项报告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、募集资金基本情况 （一）募集资金总额、净额及资金到账时间 2023 年 1 月 5 日，中国证券监督管理委员会出具《关于同意湖北一致魔芋 生物科技股份有限公司向不特定合格投资者公开发行股票注册的批复》(证监许 可[2023]18 号)，同意公司向不特定合格投资者公开发行股票的注册申请。 公司本次发行价格为 11.38 元/股，发行股数为 1,350.00 万股，募集资金总 额 15,363.00 万元，扣除发行费用募集资金净额为 13,948.57 万元。截至 2023 年 2 月 10 日，上述募集资金已全部到账。天健会计师事务所（特殊普通合伙） 对上述募集资金到位情况进行了审验，并出具了（天健验（2023）10-1 号）《验 资报告》。 2023 年 3 月 28 日，公司向不特定 ...