Group 1 - The food and beverage sector is experiencing a continued adjustment in the afternoon, with notable declines in stock prices [1] - Joyoung (欢乐家) has seen a drop of over 10%, while Sanyuan (三元股份) has hit the daily limit down [1] - Other companies such as Zhu Laoliu (朱老六), Babi Food (巴比食品), Yishihua (一致魔芋), and Gaishe Food (盖世食品) are also among those with significant declines [1]

Group 1 - The agricultural processing sector increased by 1.05% on November 10, with Yichang Magic leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Key stocks in the agricultural processing sector showed significant price increases, with Yichang Magic rising by 6.97% to a closing price of 38.38 [1] Group 2 - The agricultural processing sector saw a net inflow of 30.35 million yuan from main funds, while retail investors experienced a net outflow of 48.61 million yuan [2] - Major stocks like COFCO Sugar and Jinlongyu attracted significant main fund inflows of 59.89 million yuan and 36.12 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with notable outflows from COFCO Sugar and Jinlongyu [3]

Core Insights - The agricultural processing sector experienced a slight decline of 0.05% on November 6, with Yichang Mohu leading the losses [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Agricultural Processing Sector Performance - Notable gainers in the agricultural processing sector included: - Sanxiang Economy (600191) with a closing price of 9.74, up 2.20% and a trading volume of 211,200 shares, totaling 206 million yuan [1] - Xihua Co., Ltd. (603182) closed at 15.78, up 1.94% with a trading volume of 25,500 shares, totaling 40.03 million yuan [1] - Shuangta Food (002481) closed at 5.87, up 1.21% with a trading volume of 385,700 shares, totaling 227 million yuan [1] - Conversely, the sector saw declines in: - Yichang Mohu (920273) with a closing price of 36.36, down 2.26% and a trading volume of 20,400 shares, totaling 74.73 million yuan [2] - Oufu Egg Industry (920371) closed at 11.31, down 2.16% with a trading volume of 19,200 shares, totaling 21.84 million yuan [2] - ST Jiawo (300268) closed at 11.05, down 2.04% with a trading volume of 15,800 shares, totaling 17.64 million yuan [2] Capital Flow Analysis - The agricultural processing sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 104 million yuan [2][3] - Key individual stock capital flows included: - Morning Biological (300138) with a net inflow of 11.73 million yuan from institutional investors, but a net outflow of 18.99 million yuan from retail investors [3] - Andeli (605198) had a net inflow of 6.18 million yuan from institutional investors, but also saw a net outflow from retail investors [3] - ST Jiawo (300268) experienced a significant net outflow of 3.64 million yuan from institutional investors, while retail investors had a net inflow of 3.13 million yuan [3]

Core Viewpoint - The company, Hubei Yizhi Konjac Biotechnology Co., Ltd. (stock code: 920273.BJ), emphasizes its focus on B-end business, particularly in konjac gum and downstream konjac products, while acknowledging the limited scale of its C-end self-owned brand channels and the need for long-term investment in brand development [1][1][1] Group 1 - The company is currently prioritizing its B-end business, concentrating resources on konjac gum and related products [1] - The C-end self-owned brand channels are few, and the revenue generated from them is limited [1] - Long-term investment and sustained efforts are required for C-end brand development [1]

Core Insights - The company reported a third-quarter revenue of 210 million yuan, representing a year-on-year growth of 20.46% [1] - The net profit attributable to shareholders for the third quarter was 21.42 million yuan, showing a decline of 25.6% year-on-year [1] - For the first three quarters, the company achieved a total revenue of 569 million yuan, which is a year-on-year increase of 30.49% [1] - The net profit attributable to shareholders for the first three quarters was 62.34 million yuan, reflecting a slight increase of 0.46% year-on-year [1]

Market Overview - The agricultural processing sector experienced a decline of 1.31% on October 16, with Yizhi Mohu leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers included: - *ST Zhongji (000972): Closed at 3.91, up 3.71% with a trading volume of 226,300 shares and a turnover of 88.57 million yuan [1] - Chenguang Biological (300138): Closed at 14.48, up 1.97% with a trading volume of 200,300 shares and a turnover of 29.06 million yuan [1] - Major decliners included: - Yizhi Mohu (920273): Closed at 36.48, down 3.92% with a trading volume of 28,100 shares and a turnover of 104 million yuan [2] - Zhongliang Sugar Industry (600737): Closed at 15.35, down 3.64% with a trading volume of 326,100 shares and a turnover of 506 million yuan [2] Capital Flow - The agricultural processing sector saw a net outflow of 159 million yuan from institutional investors, while retail investors contributed a net inflow of 119 million yuan [2][3] - Key stocks with significant capital flow include: - Baolingbao (002286): Net inflow from institutional investors was 14.72 million yuan, while retail investors had a net outflow of 7.73 million yuan [3] - Shuangta Food (002481): Institutional net inflow was 6.53 million yuan, with retail investors showing a net inflow of 1.95 million yuan [3]

Group 1 - In the past month (from August 27 to September 26), 59 companies listed on the Beijing Stock Exchange (BSE) were investigated by institutions, with Audiwei being the most popular, receiving attention from 65 institutions [1] - The types of institutions conducting the research include 58 brokerages, 41 funds, 35 private equity firms, 19 insurance companies, and 4 overseas institutions [1] - The companies that received the most institutional attention, following Audiwei, are Haidaer, Yizhi Moyu, and Weimao Electronics, with 64, 48, and 46 institutions participating in their investigations, respectively [1] Group 2 - The average stock price of the companies investigated by institutions on the BSE fell by 5.48% over the past month, with 14 stocks experiencing price increases [2] - The top gainers include Better Battery, Kaiter Co., and Henghe Co., with increases of 35.31%, 31.36%, and 20.05%, respectively [2] - The average daily turnover rate for the investigated companies was 5.66%, with Wuhan Land Electric, Chuangyuan Xinke, and Jiyang Precision leading with turnover rates of 14.88%, 12.25%, and 12.00% [2] Group 3 - As of September 26, the average market capitalization of all companies on the BSE was 3.164 billion yuan, while the average market capitalization of the investigated companies was 4.401 billion yuan [2] - The companies with the highest market capitalization among those investigated include Better Battery, Shuguang Shuchuang, and Kaiter Co. [2] - The list of companies investigated includes various sectors, with notable mentions such as Audiwei in electronics and Haidaer in home appliances [1][2]

证券代码：839273 证券简称：一致魔芋 公告编号：2025-109 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 二、 投资者关系活动情况 活动时间：2025 年 9 月 10 日 活动地点：公司会议室 参会单位及人员：摩根士丹利基金、平安养老、国泰基金、中信资管、恒泰 证券 、财通证券、华西证券、中泰证券、东方财富证券 上市公司接待人员：公司董事会秘书唐华林先生 三、 投资者关系活动主要内容 问题 1：公司对今年魔芋价格有何判断，会持续高位运行吗？ 回复：就目前来看，今年国内魔芋价格走向，取决于 2025 年原料供给，包 □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 括种植面积，今年的天气气候状况，这些因素对产量形成了直接影响，并导致价 格出现波动，未来魔芋原料价格还是取决于供需关系。 问题 2：魔芋价格持续高位，这几年会否出现种植面积的爆发性增长？ 回复：魔 ...

证券代码：839273 证券简称：一致魔芋 公告编号：2025-104 湖北一致魔芋生物科技股份有限公司 关于调整 2024 年股权激励计划相关事项的公告 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、本次激励计划已履行的决策程序及信息披露情况 1、2024 年 9 月 11 日，公司召开第三届董事会第十六次会议，审议通过了 《关于公司<2024 年股权激励计划（草案）>的议案》《关于拟认定公司核心员工 的议案》《关于公司<2024 年股权激励计划首次授予激励对象名单>的议案》《关 于公司<2024 年股权激励计划实施考核管理办法>的议案》《关于与激励对象签署 <2024 年限制性股票授予协议>的议案》《关于提请股东会授权董事会办理公司 2024 年股权激励计划有关事项的议案》等相关议案。公司第三届董事会薪酬与考 核委员会 2024 年第二次会议对相关议案审议同意。独立董事（李秉成、罗忆松、 钱和）作为征集人，就公司 2024 年第二次临时股东会审议的本次激励计划相关 议案，向公司全体股东征集投票 ...

证券代码：839273 证券简称：一致魔芋 公告编号：2025-107 湖北一致魔芋生物科技股份有限公司 1、关于 2024 年股权激励计划调整事项的核查意见 经核查，公司 2024 年年度权益分派已实施完成，根据《激励计划（草案）》 的规定，公司需对本激励计划限制性股票首次授予的回购价格及数量、预留授予 的授予价格进行相应调整。 公司本次调整符合《管理办法》《持续监管办法》《监管指引第 3 号》以及 公司《激励计划（草案）》等相关规定，本次调整内容在公司股东会对董事会的 授权范围内，调整程序合法合规，不存在损害公司及股东利益的情形。 因此，薪酬与考核委员会同意对本激励计划限制性股票首次授予的回购价格 及数量、预留授予的授予价格进行相应的调整。 2、关于 2024 年股权激励计划预留授予事项的核查意见 （1）本激励计划预留授予的激励对象与公司 2025 年第四次临时股东会审议通 过的预留授予激励对象人员名单相符。 薪酬与考核委员会关于 2024 年股权激励计划 调整及预留授予相关事项的核查意见 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 ...