证券之星消息，12月25日调味发酵品板块较上一交易日上涨0.17%，日辰股份领涨。当日上证指数报收 于3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。调味发酵品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603755 | 日辰股份 | 37.28 | 6.67% | 3.97万 | 1.45亿 | | 600186 | 连化控股 | 5.93 | 1.02% | 59.23万 | 3.50亿 | | 002650 | ST加加 | 6.72 | 0.60% | 6.15万 | 4067.73万 | | 603317 | 天味食品 | 12.61 | 0.56% | 3.89万 | 4913.71万 | | 002507 | 洁陵榨菜 | 13.16 | 0.38% | 8.04万 | 1.06亿 | | 603027 | 千禾味业 | 9.81 | 0.20% | 9.46万 | 9287.72万 | | 600872 | 中炬高新 | ...

证券之星消息，12月19日调味发酵品板块较上一交易日上涨2.26%，安琪酵母领涨。当日上证指数报收 于3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。调味发酵品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600298 | 安頂酵母 | 44.59 | 5.81% | 16.08万 | | 7.02亿 | | 603696 | 安记食品 | 20.20 | 5.21% | 49.46万 | | 9.81亿 | | 002495 | 佳隆股份 | 2.84 | 4.80% | 49.93万 | | 1.40亿 | | 603027 | 千禾味业 | 10.00 | 4.28% | - 36.42万 | | 3.57亿 | | 300908 | 仲景食品 | 28.75 | 2.64% | 1.92万 | | 5484.89万 | | 603170 | 宝立食品 | 14.79 | 2.57% | 2.41万 | | 3527. ...

北交所策略专题报告 2025 年 12 月 15 日 北交所研究团队 坚持内需主导，关注政策催化北证消费新机遇 ——北交所策略专题报告 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 坚持内需主导，建设强大国内市场，深入实施提振消费专项行动 2025 年 12 月 10-11 日召开的中央经济工作会议将内需放在首位，2026 年经济增 长将更多依靠内需发力。2021-2024 年内需对经济增长的贡献率达 86%，其中最 终消费平均贡献率 56%，是中国经济的"主动力和稳定锚"。为进一步激活内需， 会议推出系统性举措：消费端实施提振消费专项行动，制定居民增收计划，清理 不合理限制措施；投资端推动止跌回稳，增加中央预算内投资，优化"两重"项 目与专项债管理，激发民间投资活力，推进城市更新等。12 月 9-10 日的全国零 售业创新发展大会明确"十五五"时期行业转向品质与服务驱动，提出推广胖东 来经验、深耕下沉市场、推动线上线下深度融合等举措。2025 年"双 12"多平 台覆盖跨年节点，从价格竞争转向价值竞争与场景化覆盖，"双 11"中家用电器、 手机数码、服装位列 ...

证券代码：920726 证券简称：朱老六 公告编号：2025-103 关于控股股东及一致行动人权益变动触及 1%整数倍的提示性公告 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。 长春市朱老六食品股份有限公司（以下简称"公司"）于 2025 年 12 月 4 日收到公司控股股东朱先明及其一致行动人朱先林、朱先松、朱先莲、李殿奎出 具的《股份减持进展告知函》，上述股东于 2025 年 11 月 28 日—2025 年 12 月 3 日期间通过集中竞价累计减持公司股份 587,200 股，持有公司股份比例从 73.57% 减少至 72.99%，权益变动触及 1%的整数倍情形。现将有关权益变动情况公告如 下： 一、本次权益变动基本情况 （一）信息披露义务人基本情况 | 1、基本情况 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | | | | ...

证券代码：920726 证券简称：朱老六 公告编号：2025-102 长春市朱老六食品股份有限公司 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 二、 投资者关系活动情况 活动时间：2025 年 12 月 1 日 活动地点：电话会议 参会单位及人员：天风证券、嘉实基金、上海趣时资产管理有限公司、西藏 青骊资产管理有限公司、西部利得基金管理有限公司、深圳创富兆业企业管理合 伙企业（有限合伙）、循远资产管理（上海）有限公司、中信建投、前海开源基 金、杭州中柏资产管理有限公司、观富（北京）资产管理有限公司、北京国际信 托有限公司、富安达基金、瑞众人寿、浙江巴沃私募基金、华能贵诚信托有限公 司、上海孝庸私募基金、颐和久富投资管理有限公司（排名不分先后） 上市公司接待人员：董事会秘书、财务负责人朱瑛女士 问题 1：酸菜行业中"大坑酸菜"生产模式的现状及取缔难度如何 ...

Group 1 - The food sector experienced significant movement on December 2, with Anji Food and Huifa Food both hitting the daily limit up [1] - Hai Xin Food has previously reached the daily limit up, marking a five-day consecutive rise; other companies like Xiwang Food and Zhu Laoliu also saw increases of over 5% [3] - The following companies showed notable price increases: Hai Xin Food (+10.05% to 8.76), Anji Food (+10.00% to 14.63), and Huifa Food (+9.99% to 14.87) [4]

Group 1 - The "Implementation Plan" proposes to form three trillion-level consumption fields and ten hundred-billion-level consumption hotspots by 2027, focusing on consumption upgrades to lead industrial upgrades and better meet diverse demands [5][6][10] - The total number of consumer goods in China has reached 230 million, with over 100 categories such as home appliances, furniture, and clothing being the largest in global production [9][10] - The plan identifies key consumption areas including elderly products, smart connected vehicles, and consumer electronics, which are expected to show strong growth momentum and development potential [10][18] Group 2 - The median price-to-earnings (P/E) ratio for the North Exchange's consumer service stocks is -0.48%, with notable increases in stock prices for companies like Zhu Laoliu (+8.30%) and Thunder Technology (+7.46%) [35][41] - The total market capitalization of consumer service companies on the North Exchange decreased from 1097.59 billion to 1093.85 billion, with a median market cap drop from 19.44 billion to 18.97 billion [37][43] - The median TTM P/E ratio for the broader consumer industry decreased from 51.7X to 49.7X, indicating a slight decline in valuation [45][46] Group 3 - Jinbo Bio received a Class D medical device registration certificate in the Philippines, marking a significant achievement for China's high-end implantable medical devices in the international market [54][57] - The report highlights several companies related to the key consumption areas mentioned in the "Implementation Plan," including health products (Yicheng Konjac), cultural IP (Baixinglong), pet food (Lusi Co.), smart home (Shisheng Intelligent), and consumer electronics (Thunder Technology) [33][34]

Core Insights - The seasoning and fermentation products sector saw a slight increase of 0.22% on November 28, with Anji Food leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Anji Food (603696) closed at 12.96, with a rise of 5.02% and a trading volume of 260,300 shares, amounting to a transaction value of 331 million yuan [1] - Other notable stocks include: - Baoli Food (603170) at 15.01, up 2.04% [1] - Zhu Laoliu (920726) at 21.01, up 1.30% [1] - Hengshun Vinegar (600305) at 7.93, up 1.15% [1] - Anding Yeast (600298) at 41.00, up 0.96% [1] Capital Flow - The seasoning and fermentation products sector experienced a net outflow of 80.487 million yuan from institutional investors, while retail investors saw a net inflow of 42.9313 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Anji Food had a net inflow of 9.449 million yuan from institutional investors, but a net outflow of 10.4815 million yuan from retail investors [3] - Tianwei Food (603317) saw a net inflow of 3.9827 million yuan from institutional investors, but also a net outflow from retail investors [3] - Fuling Pickles (002507) had a net inflow of 3.5402 million yuan from institutional investors, with significant retail outflows [3]

Investment Rating - The report does not explicitly state an investment rating for the industry [23] Core Insights - The market is experiencing low trading volumes and weak consolidation, with a focus on fundamental and mid-to-long-term logic [1] - On November 26, the North Exchange A-share trading volume reached 14.009 billion yuan, a decrease of 0.164 billion yuan from the previous trading day, with the North Exchange 50 Index closing at 1391.00, down 0.42% [2][9] - The report highlights a significant divergence in market hotspots, with high turnover thematic stocks and specialized innovative companies showing active performance [5] Summary by Sections Market Review - On November 26, 284 companies listed on the North Exchange saw 61 rise, 5 remain flat, and 218 decline [16] - The top five gainers were Zhu Laoliu (up 13.2%), Hongxi Technology (up 10.8%), Kaide Quartz (up 5.3%), Xin Ganjiang (up 5.2%), and Dapeng Industrial (up 4.1%) [16] - The top five decliners were Deer Chemical (down 7.3%), Rongyi Precision (down 6.5%), Boxun Biology (down 6.0%), *ST Yunchuang (down 5.8%), and Luqiao Information (down 5.5%) [16] Important News - Six departments issued a significant document aimed at enhancing the adaptability of supply and demand for consumer goods, targeting the formation of three trillion-level consumption fields and ten hundred-billion-level consumption hotspots by 2027 [3] - The "Infrastructure Classification" draft for comments is expected to accelerate the integration of vehicle-road-cloud systems into the standard system [19] Key Company Announcements - Vision Intelligence reported a reduction in shareholding by major shareholders, decreasing from 56.94% to 55.93% [20] - Jianbang Technology received a patent for a vehicle wiper assembly control system [21] - Boxun Biology obtained three patents for various AI and control systems [21]

（原标题：朱老六龙虎榜数据（11月26日）） 朱老六(920726)今日上涨13.18%，全天换手率21.64%，成交额2.58亿元，振幅17.99%。龙虎榜数据显示，机构净买入91.10万元，营业部席位合计 净卖出1888.16万元。 北交所公开信息显示，当日该股因日换手率达21.64%上榜，机构专用席位净买入91.10万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交5758.01万元，其中，买入成交额为1980.48万元，卖出成交额为3777.53万元，合计 净卖出1797.05万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买一，买入金额484.58万元，卖出金额393.47万元，合计净买入91.10万元。 (产品代码: 560800) ★ 跟踪：中证数字经济主题指数 近五日涨跌：-1.95% 市盈率: 62.75倍 近半年该股累计上榜龙虎榜5次，上榜次日股价平均跌2.79%，上榜后5日平均跌16.62%。（数据宝） 朱老六11月26日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | - ...