证券之星消息，1月30日食品加工板块较上一交易日下跌0.68%，*ST春天领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。食品加工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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600381 | *ST春天 | 3.51 | -4.88% | 1.52万 | 532.22万 | | 920826 | 盖世食品 | 13.54 | -3.63% | 5.84万 | 8054.52万 | | 300146 | 汤臣倍健 | 12.17 | -2.48% | 20.30万 | 2.48亿 | | 603345 | 安井食品 | 89.31 | -1.96% | 4.71万 | 4.22亿 | | 300791 | 仙乐健康 | 23.40 | -1.72% | 5.91万 | 1.39亿 | | 00 ...

Group 1 - The food processing sector increased by 1.22% on January 29, with Sanquan Foods leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the food processing sector showed significant price increases, with Sanquan Foods rising by 4.19% to a closing price of 11.93 [1] Group 2 - The food processing sector experienced a net inflow of 1.09 billion yuan from institutional investors, while retail investors saw a net outflow of 5457.21 million yuan [2] - Major stocks like Anjuke Foods and Sanquan Foods had substantial net inflows from institutional investors, with Anjuke Foods receiving 57.76 million yuan [3] - Retail investors showed a negative trend, with significant outflows from stocks such as Sanquan Foods and Guangming Meat Industry [3]

Market Overview - The food processing sector increased by 0.28% on January 12, with Hai Xin Food leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1] Top Performers - Hai Xin Food (002702) closed at 7.62, up by 3.25% with a trading volume of 913,900 shares and a transaction value of 682 million [1] - Other notable gainers include: - Gai Shi Food (920826) at 14.45, up by 3.14% [1] - Kang Bi Te (920429) at 15.95, up by 3.04% [1] - Xi Wang Food (000639) at 3.42, up by 2.70% [1] - Hui Fa Food (603536) at 11.74, up by 2.18% [1] Underperformers - Qian Wei Yang Chu (001215) closed at 45.60, down by 3.33% with a trading volume of 62,200 shares and a transaction value of 286 million [2] - Other notable decliners include: - Ba Bi Food (605338) at 31.39, down by 2.52% [2] - Xian Le Health (300791) at 24.39, down by 1.45% [2] Capital Flow - The food processing sector experienced a net outflow of 131 million from institutional investors, while retail investors saw a net inflow of 111 million [2] - Notable capital flows include: - Anjiu Food (603345) had a net inflow of 62.62 million from institutional investors [3] - Gai Shi Food (920826) saw a net inflow of 24.97 million from institutional investors [3] - Tang Chen Bei Jian (300146) had a net inflow of 14.78 million from institutional investors [3]

Group 1 - The "Healthy China" strategy is driving an increase in residents' health literacy, with a projected level of 31.87% by 2024, up 2.17 percentage points from 2023 [6][10][11] - The silver economy is expected to exceed 9 trillion yuan by 2025, accounting for 6% of GDP, and reach 30 trillion yuan by 2035, indicating significant growth potential [6][11] - The Z generation has integrated health into their fixed living expenses, with 47.0% of young people frequently purchasing health products/services, leading to a high penetration rate of 84.3% in health consumption [19][21][22] Group 2 - The nutritional functional food market in China is projected to reach 233.1 billion yuan in 2024, with an annual compound growth rate (CAGR) of 8.5% expected from 2024 to 2029 [28][38] - The market for special medical foods is expected to grow at a CAGR of 26% from 2019 to 2024, with the market size increasing from 7.3 billion yuan in 2019 to 23.2 billion yuan in 2024 [28][15] - The konjac food market has shown a CAGR of 20% from 2014 to 2023, with consumption trends on the rise, particularly among younger demographics [28][39] Group 3 - The nutritional functional food industry is characterized by a diverse range of subcategories, including weight management, sports nutrition, beauty nutrition, gut health, healthy snacks, and basic nutrition, with sports nutrition being the fastest-growing segment [30][39] - The contract manufacturing market for nutritional functional foods is expected to grow from 25.3 billion yuan in 2024 to 44.1 billion yuan by 2029, with a CAGR of 11.8% [42][38] - The health snack segment is the largest application scenario within the nutritional functional food market, projected to reach 97.1 billion yuan in 2024 [38][41] Group 4 - Companies like Kangbiter, a leading brand in sports nutrition, and Hengmei Health, a contract manufacturer of nutritional functional foods, are positioned to benefit from the growing health consumption trend [28][46][48] - The nutritional functional food industry is experiencing rapid development, with increasing competition among brands and a focus on product innovation to meet diverse consumer demands [30][38] - The overall market for nutritional health foods is expected to reach 522.3 billion yuan in 2024, with a forecasted growth to 720.3 billion yuan by 2029, driven by rising consumer health awareness and regulatory improvements [30][34]

Core Viewpoint - Gais Food aims to become a leading brand in China's prepared cold dishes market, focusing on standardized research, development, production, and sales of cold dishes using high-quality ingredients like seaweed, edible fungi, vegetables, and seafood [1][2]. Group 1: Production and Capacity - The establishment of the Jiangsu factory is primarily due to the saturation of production capacity at the Dalian factory, necessitating new capacity to support company growth [2]. - The Jiangsu factory, which is set to open in May 2025, is currently in the capacity ramp-up phase and will enhance production capacity through improved equipment utilization [2]. - The company is also advancing the second phase of the Jiangsu factory, which includes a project for "7000 tons of prefabricated aquatic and meat products intelligent manufacturing," expected to complement the existing product line upon completion [2]. Group 2: Research and Development - The R&D department is continuously developing and upgrading products to meet customer demands, with a flexible approach to product launch timing based on core customer needs [2]. - New product development strategies include adjustments in taste and texture of existing products, as well as the introduction of new ingredients and application scenarios [2]. - The company is exploring healthy ingredient innovations, such as a new seasoned sea cucumber product leveraging the advantages of Dalian's sea cucumber production [2]. Group 3: Sales Channels and Market Expansion - The company employs both online and offline sales channels, with official stores on major platforms like Taobao, Tmall, and JD, using its own brand [3]. - Sales distribution is relatively balanced between domestic and international markets, with products sold in nearly 70 countries and regions globally [3]. - As the domestic consumption market continues to recover, the company plans to enhance resource investment and deepen its presence in the domestic market while maintaining and expanding overseas sales channels [3].

证券代码：920826 证券简称：盖世食品 公告编号：2025-170 盖世食品股份有限公司 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 □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 17 日至 2025 年 12 月 18 日 活动地点：盖世食品（上海）有限公司会议室 参会单位及人员：开源证券、博道基金、国联民生证券、中信农业基金、东 北证券、浙商证券、国投证券、华创证券、财通证券、华源证券、国盛证券、银 河证券、西部证券、东方财富证券、上海耶诺资产管理有限公司及个人投资者 5 人。 □媒体采访 公司在主要网络销售平台如淘宝天猫、京东等均设立了官方店铺，均使用公 司自有品牌。 问题三：请问公司目前在国际和国内业务方面的侧重点如何？ 回答：最近几年公司国内外市场销售占比相对均衡，公司目前已将产品销售 至全球近 70 个国家及地区。随着国内消费市场持续 ...

Core Viewpoint - Gais Food (920826) experienced a decline of 1.04% today, with a turnover rate of 30.88% and a transaction volume of 285 million yuan, indicating significant trading activity and potential volatility in the stock [2] Trading Activity - The stock was listed on the龙虎榜 due to its turnover rate reaching 30.88%, with institutional investors net selling 2.5931 million yuan [2] - The top five trading departments accounted for a total transaction volume of 64.0327 million yuan, with a buying amount of 31.5125 million yuan and a selling amount of 32.5202 million yuan, resulting in a net sell of 1.0077 million yuan [2] - Among the trading departments, one institutional specialized seat was noted, with a buying amount of 3.2261 million yuan and a selling amount of 5.8192 million yuan, leading to a net sell of 2.5931 million yuan [2] Historical Performance - Over the past six months, Gais Food has appeared on the龙虎榜 14 times, with an average price drop of 2.92% the day after being listed and an average decline of 5.08% in the following five days [2]

Group 1 - Gais Food (920826) was listed on the Longhu list on December 17, 2025, due to a turnover rate of 30.88% and a trading volume of 19.29 million shares, with a transaction amount of 285 million yuan [1][2] - The top buying seat was from Guojin Securities Co., Ltd. Shenzhen Branch, purchasing 7.08 million yuan worth of shares, while the top selling seat was an institutional account, selling 5.82 million yuan [1][2] - The trading activity indicates significant investor interest, as evidenced by the high turnover rate and substantial trading volume [1][2] Group 2 - The detailed trading data shows various buying and selling amounts from different securities firms, highlighting the competitive trading environment for Gais Food [2] - Notable buying amounts include 4.80 million yuan from Guotai Junan Securities Co., Ltd. and 3.52 million yuan from Guoxin Securities Co., Ltd. [2] - The selling side also shows significant activity, with the top selling firm being an institutional account, indicating potential profit-taking or rebalancing strategies [2]

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、基本情况 盖世食品股份有限公司（以下简称"公司"）全资子公司大连乐世国际贸易有 限公司（以下简称"乐世国际贸易"）因经营发展需要对住所进行了变更。 2025 年 12 月 15 日，乐世国际贸易已完成工商变更登记及章程备案手续，并取 得了大连市旅顺口区市场监督管理局核发的《营业执照》，具体变更内容如下： 证券代码：920826 证券简称：盖世食品 公告编号：2025-169 盖世食品股份有限公司 关于全资子公司完成工商变更登记并取得营业执照的公告 | 变更内容 | | 变更前 | | 变更后 | | --- | --- | --- | --- | --- | | 住所 | 辽宁省大连市中山区港兴路 | | 6 | 辽宁省大连市旅顺口区畅达路 | | | 号 层 单元 43 | 06-07 | | 号 320 | 一般项目：食品销售（仅销售预包装食品），食品互联网销售（仅销售预包装 食品），国内贸易代理，水产品收购，水产品批发，水产品零售，初级农产品收购 ...

Core Viewpoint - On December 16, 2025, Gai Shi Food (920826) was listed on the Longhu List due to a trading volume increase, with a turnover rate of 28.87% and a transaction amount of 262 million yuan [1]. Group 1 - Gai Shi Food's closing price was 14.47 yuan on the trading day [1]. - The total number of shares traded was 18.0351 million [1]. - The top buying seat was from Dongfang Caifu Securities, which purchased 6.3973 million yuan worth of shares [1]. Group 2 - The top selling seat was from Guoxin Securities, which sold shares worth 5.8479 million yuan [1]. - Other notable trading activities included significant transactions from various securities firms, with Dongfang Caifu Securities' Lhasa branch and Guotai Junan Securities' Nanjing branch also participating actively [2].