Group 1: Key Insights on Mixue Group - Mixue Group is a leading ready-to-drink beverage company in China, with a global store count of 46,479 as of the end of 2024, making it the largest in the industry [10][11] - The company focuses on the affordable price segment, with core products priced between 2 to 8 RMB, appealing to cost-conscious consumers [10][12] - Mixue's main products, including fresh lemon water, fresh ice cream, and pearl milk tea, account for over 40% of its revenue, highlighting its strong market position [10][11] - The company has established the largest and earliest supply chain in the industry, with over 60% of beverage ingredients sourced from its own production, ensuring quality and cost control [11][12] - Mixue aims to build a strong emotional connection with consumers through its brand IP, "Xue Wang," which enhances marketing efficiency and brand recognition [11][12] - Revenue and net profit are projected to grow at compound annual growth rates of 19% and 18% respectively from 2024 to 2027, driven by new franchise openings [11][12] Group 2: Key Insights on Konjac Industry - The company aims to become a leader in the konjac industry, with three main product lines: konjac powder, konjac food, and konjac beauty products [4][12] - It has a robust supply chain and deep processing capabilities, allowing it to maintain price stability and benefit from industry upgrades [4][12] - The demand for konjac products is expected to grow due to increasing health awareness among consumers, particularly among overweight individuals and the elderly [4][12] - The domestic per capita consumption of konjac is significantly lower than in Japan, indicating substantial growth potential in the market [4][12] - The company is well-positioned to capture market opportunities as it serves major downstream brands, benefiting from the rising demand for konjac products [4][12]

Group 1 - The stock of Yizhi Konjac (839273) increased by 21.20% today, with a turnover rate of 19.57% and a transaction amount of 604 million yuan, showing a volatility of 25.61% [2] - The stock was listed on the North Exchange due to the daily price increase limit of 21.20%, with a total net selling amount of 19.56 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 112 million yuan, with a buying amount of 46.22 million yuan and a selling amount of 65.79 million yuan, resulting in a net selling of 19.56 million yuan [2] Group 2 - The largest buying brokerage was Dongfang Caifu Securities, Lhasa East Ring Road Second Securities Office, with a buying amount of 11.82 million yuan, while the largest selling brokerage was Guoxin Securities, Shenzhen Tai Ran Ninth Road Securities Office, with a selling amount of 11.13 million yuan [2] - Detailed trading information shows that the top five buying brokerages had significant buying amounts, with the second largest being Dongfang Caifu Securities, Lhasa Tuanjie Road Second Securities Office, at 10.68 million yuan [2] - The selling activities were dominated by Guoxin Securities and Haitong Securities, with the latter having a selling amount of 92.25 million yuan from its Jinan Quancheng Road Office [2]

湖北一致魔芋生物科技股份有限公司 关于变更投资者联系电话的公告 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。 为进一步做好投资者关系管理相关工作，更好地服务广大投资者，湖北一致 魔芋生物科技股份有限公司（以下简称"公司"）现对投资者联系电话进行变更， 具体情况如下： 证券代码：839273 证券简称：一致魔芋 公告编号：2025-064 变更前：0717-5319666 变更后：0717-6852466 上述联系方式自公告之日起正式启用，敬请广大投资者注意。除上述变化外， 公司其他联系方式信息未发生变化。此次变更给广大投资者带来的不便，敬请谅 解。 特此公告。 湖北一致魔芋生物科技股份有限公司 董事会 2025 年 5 月 7 日 ...

Investment Rating - The report maintains an "Outperform" rating for the North Exchange market [5] Core Insights - The North Exchange has entered the "920 era," marking the emergence of the first ST companies [1] - The North Exchange's total number of listed companies is 265, with a total market capitalization of 737.724 billion and a circulating market capitalization of 441.839 billion, reflecting a quarter-on-quarter increase of 5.2% and 4.3% respectively [1][11] - The North Exchange 50 Index experienced a significant rebound, ending the month with a 4.72% increase, while other major indices declined [2][30] - The report highlights that 16 out of 22 industries on the North Exchange saw gains, with notable increases in beauty care, transportation, food and beverage, textiles, and agriculture, with median increases exceeding 15% [2][35] Market Overview - The North Exchange's trading volume for April was 30.945 billion shares, with a total transaction value of 630.962 billion, representing a quarter-on-quarter decrease of 14.4% and 20.2% respectively [1][17] - The average daily margin balance for April reached 5.262 billion, remaining at a historically high level [22] - As of April 30, the North Exchange 50 Index's price-to-earnings ratio (PE-TTM) was 45.31, placing it in the 99.79th percentile over the past two years [24][27] Industry Performance - The highest median price-to-earnings ratios by industry were recorded in the computer sector at 111, followed by telecommunications at 110, construction materials at 91, light industry manufacturing at 74, and social services at 72 [24][27] - The report indicates that 23 stocks reached historical highs in price during the month, with Huaguang Yuanhai achieving a remarkable 65.42% increase [2][39] Company Announcements - In April 2025, 232 companies on the North Exchange released their annual reports, with Jinbo Biological reporting the highest earnings per share at 8.27 yuan [3][12] - The report notes that there were no new listings in April, but one new stock, Tiangong Co., was issued [3][11] Policy and Important Events - The North Exchange introduced several policies in April 2025 related to refinancing, trading management, broker performance evaluation, and delisting supervision, marking a strategic move towards market independence and specialization [3][14]

Investment Rating - The report initiates coverage with an "Accumulate" rating for the company [1]. Core Views - The company is positioned as a "versatile player" in the konjac industry, focusing on deep processing and terminal applications, with strong control over raw materials [6]. - The konjac powder business is the core segment, while the konjac food sector is expected to grow significantly, and the konjac beauty products are still in the promotion phase [6]. - The report predicts a significant increase in revenue and net profit for the company from 2025 to 2027, driven by new production lines and market demand [7]. Summary by Sections 1. Company Overview - The company has established a comprehensive raw material supply system and has three main product lines: konjac powder, konjac food, and konjac beauty products [20][26]. - The company has a strong management team with diverse backgrounds and high control over the business [21]. 2. Financial Performance - The company achieved total revenue of 617 million yuan in 2024, with a year-on-year growth rate of 28.8%, and a net profit of 87 million yuan, up 64.4% year-on-year [5][6]. - The report forecasts net profits of 98 million yuan, 126 million yuan, and 174 million yuan for 2025, 2026, and 2027, respectively [7]. 3. Market Dynamics - The konjac industry is experiencing a shift towards higher demand, with domestic prices driven by consumer needs and supply adjustments lagging behind [6][48]. - The company is the world's largest producer of konjac powder, with a strong competitive edge in the supply chain [10]. 4. Product Segments - The konjac powder segment is expected to maintain its market position, while the konjac food segment is entering a high-growth phase, particularly in snack foods and tea additives [31][32]. - The konjac beauty segment is exploring new applications, with products like konjac eye masks and facial masks expected to have high profit margins [9]. 5. Investment Analysis - The report suggests a target market value of 4.4 billion yuan for the company, indicating a potential upside of 10% from the current market price [7]. - The company is expected to benefit from the increasing demand for konjac products, particularly in health-oriented markets [11].

Group 1: Investor Relations Activities - The company conducted investor relations activities from April 29 to April 30, 2025, at the company meeting room and online [3] - Participants included various investment firms and securities companies, such as Huatai Securities and Janchor Partners Limited [4] Group 2: Company Performance - The company reported strong performance in Q1, driven by health consumption trends, policy support, and expanding market demand [4] - The konjac food and beverage segments experienced rapid growth [4] Group 3: Business Segments - The konjac ingredient business is a new To B segment, focusing on supplying large chain restaurants [5] - Cost advantages have been achieved through technological innovations in production [5] Group 4: Export and International Market - Foreign trade revenue has increased compared to the same period last year, with a focus on expanding into European and South American markets [6] - Key export products include konjac gum, beauty products, and ingredients [6] Group 5: Pricing and Supply - The growth of konjac planting area is unlikely to be explosive due to specific growing conditions [7] - Konjac prices will depend on raw material supply and weather conditions in 2025 [7] Group 6: Brand Development - The company's self-owned brand business is primarily promoted through e-commerce platforms, with a significant share from online sales [8] - Future plans include expanding both domestic and international markets through an integrated online and offline sales strategy [9]

截至4月29日，北交所融资融券余额合计52.06亿元，较前一交易日减少977.97万元，其中，融资余额 52.05亿元，较前一交易日减少954.43万元，为连续3个交易日减少；融券余额为46.88万元，较前一交易 日减少23.53万元。 证券时报·数据宝统计显示，截至4月29日，北交所股票中，融资余额居前的为锦波生物、艾融软件、贝 特瑞，最新融资余额分别为2.18亿元、1.44亿元、1.32亿元，从最新融资余额占流通市值比例看，算术 平均值为1.20%，最新融资余额占流通市值比例居前的有派诺科技、美登科技、国子软件等，占比分别 为7.63%、5.75%、4.40%。 活跃度来看，获融资净买入超百万元个股4月29日加权平均换手率为4.44%，换手率居前的有万达轴 承、科拜尔、亿能电力等，日换手率分别为23.44%、18.91%、18.08%，当日北交所股票日均换手率为 4.22%。（数据宝） 4月29日融资余额增加居前的北交所股票 | 代码 | 简称 | 4月29日涨跌幅 | 最新融资余额 | 较上一日增加 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | -- ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.3100 | 0.2200 | 40.91 | 0.2000 | | 每股净资产（元） | 8.73 | 7.81 | 11.78 | 7.52 | | 每股公积金(元) | 3.34 | 3.4 | -1.76 | 3.4 | | 每股未分配利润(元) | 3.92 | 3.08 | 27.27 | 2.71 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 1.52 | 1.13 | 34.51 | 1.09 | | 净利润(亿元) | 0.23 | 0.17 | 35.29 | 0.15 | | 净资产收益率(%) | 3.60 | 2.89 | 24.57 | 3.42 | 数据四舍五入，查看更多财务数据>> 前十大流通股东累计持有： 3045.75万股，累计占流通股比： 62.87%，较上期变化： -224.69万股。 | 名 ...

证券代码：839273 证券简称：一致魔芋 公告编号：2025-062 湖北一致魔芋生物科技股份有限公司 关于召开 2025 年第二次临时股东会通知公告（提供网络投票） 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、会议召开基本情况 本次会议采用现场投票和网络投票相结合方式召开。 公司同一股东应选择现场投票或网络投票的一种方式，如果同一表决权出 现重复投票表决的，以第一次投票表决结果为准。 （五）会议召开日期和时间 1、现场会议召开时间：2025 年 5 月 13 日 15:00。 （一）股东会届次 本次会议为 2025 年第二次临时股东会。 （二）召集人 本次股东会的召集人为董事会。 （三）会议召开的合法性、合规性 本次会议的议案已于 2025 年 4 月 26 日经公司第三届董事会第二十三次会议 审议通过。本次股东会的召开时间、召开方式及召集人符合《公司法》、《公司章 程》及《股东大会议事规则》等有关规定，无需其他相关部门批准或履行必要程 序。 （四）会议召开方式 2、网络投票起止时间：202 ...

本次会议程序符合《公司法》及《公司章程》的有关规定，会议决议为有效 决议。 （二）会议出席情况 会议应出席监事 3 人，出席和授权出席监事 3 人。 证券代码：839273 证券简称：一致魔芋 公告编号：2025-059 湖北一致魔芋生物科技股份有限公司 第三届监事会第二十二次会议决议公告 本公司及监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、会议召开和出席情况 （一）会议召开情况 6.召开情况合法、合规、合章程性说明： 二、议案审议情况 （一）审议通过《关于公司<2025 年第一季度报告>的议案》 1.议案内容： 根据《公司法》《证券法》《北京证券交易所上市规则》等法律法规及《公司 章程》有关规定，公司已编制完成《2025 年第一季度报告》。 1.会议召开时间：2025 年 4 月 26 日 2.会议召开地点：公司会议室 3.会议召开方式：现场会议 4.发出监事会会议通知的时间和方式：2025 年 4 月 21 日以通讯方式发出 5.会议主持人：监事会主席万静女士 具体内容请详见公司于 2025 年 4 ...