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].

Core Viewpoint - Gais Food (920826) experienced a 4.03% increase in stock price with a turnover rate of 28.87% and a trading volume of 262 million yuan on the day of reporting [2] Trading Activity Summary - The stock was listed on the龙虎榜 due to its turnover rate reaching 28.87%, with institutional net purchases amounting to 1.0379 million yuan [2] - The top five trading departments had a total transaction volume of 59.2265 million yuan, with a buying amount of 29.7195 million yuan and a selling amount of 29.5069 million yuan, resulting in a net purchase of 212,600 yuan [2] - Among the trading departments, one institutional special seat was noted, with a buying amount of 5.6370 million yuan and a selling amount of 4.5991 million yuan, leading to a net purchase of 1.0379 million yuan [2] Historical Performance - Over the past six months, Gais Food has appeared on the龙虎榜 13 times, with an average price drop of 3.07% the day after being listed and an average decline of 5.42% over the following five days [2]

Group 1 - The report emphasizes the importance of domestic demand as the primary driver for economic growth in 2026, with a focus on implementing consumption-boosting initiatives and enhancing the domestic market [11][12][13] - The contribution rate of domestic demand to economic growth from 2021 to 2024 is projected to be 86.4%, with final consumption accounting for an average contribution rate of 56.2% [12][13] - The report highlights the shift in the retail industry towards quality and service-driven growth, as discussed in the National Retail Innovation Development Conference [15][16] Group 2 - The North Exchange's consumer services sector saw a weekly increase of 0.44%, with food and beverage sector rising by 3.32% [25][31] - As of December 13, 2025, there are 25 companies related to the consumer services sector in the North Exchange's queue, with an average revenue of 1.242 billion yuan and an average net profit of 140.35 million yuan for 2024 [47][48] - Notable companies in the consumer services sector include Yizhi Moyu, which has a market value of 3.555 billion yuan and a net profit of 62.34 million yuan for 2025 Q1-Q3 [24][35] Group 3 - The Consumer Price Index (CPI) for November 2025 increased by 0.7% year-on-year, primarily driven by rising food prices [36][38] - The average wholesale price of pork is reported at 17.65 yuan per kilogram, while the average price of eggs is at 7.43 yuan per kilogram, reflecting market conditions [40][41] - The report indicates that the average price of fresh milk in major producing provinces is 3.02 yuan per kilogram, remaining stable compared to the previous week [46] Group 4 - The report outlines the significant sales performance during the "Double 11" shopping festival, with home appliances, digital devices, and clothing being the top three categories by sales volume [19][21] - The "Double 12" shopping event is set to further stimulate consumer spending, with various platforms launching promotional activities [18][22] - The report identifies 20 related stocks in the North Exchange for the "Double 12" event, covering categories such as home appliances, personal care, and food and beverages [23][24]

证券代码：920826 证券简称：盖世食品 公告编号：2025-167 盖世食品股份有限公司 关于全资子公司完成注销登记的公告 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、基本情况 盖世食品股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开了第 四届董事会第三次会议审议通过了《关于注销全资子公司大连盖世生物技术有 限公司的议案》，并于 2025 年 4 月 25 日在北京证券交易所指定披露平台 （www.bse.cn）披露了《关于拟注销公司全资子公司的公告》（公告编号： 2025-073）。 近日，公司收到大连市旅顺口区市场监督管理局出具的《登记通知书》， 公司全资子公司大连盖世生物技术有限公司已完成注销登记。 二、已注销主体基本情况 公司名称：大连盖世生物技术有限公司 统一社会信用代码：91210212064400687B 成立日期：2013 年 3 月 12 日 注册地址：辽宁省大连市旅顺口区长城街道畅达路 320 号 法定代表人：盖泉泓 注册资本：人民币 100 万元 ...

一、基本情况 证券代码：920826 证券简称：盖世食品 公告编号：2025-168 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 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。 盖世食品股份有限公司（以下简称"公司"）全资子公司盖世食品（上海）有 限公司（以下简称"上海盖世"）因经营发展需要对住所进行了变更。 2025 年 12 月 2 日，上海盖世已完成工商变更登记及章程备案手续，并取得了 上海市嘉定区市场监督管理局核发的《营业执照》，具体变更内容如下： | 变更内容 | 变更前 | | | 变更后 | | | | --- | --- | --- | --- | --- | --- | --- | | 住所 | 上海市奉贤区金发路 | 318 | 号 2 | 上海市嘉定区金运路 | 199 | 弄 14 | | | 幢 3 层 | | | 号 9 层 | | | 二、工商变更登记情况 上海盖世已于 2025 年 12 月 2 日完成了工商变更登记手续并取得营业执照，变 更 ...

Core Viewpoint - On December 3, 2025, the company Gai Shi Food (920826) was featured on the trading leaderboard due to a significant trading volume, indicating heightened market interest and activity in its shares [1]. Trading Activity Summary - The stock had a turnover rate of 20.96%, with a total trading volume of 13.1 million shares and a transaction value of 1.84 billion yuan [1]. - The leading buying position was occupied by an institutional investor, which purchased shares worth approximately 6.18 million yuan [2]. - The top selling position was held by Dongfang Caifu Securities, which sold shares valued at around 3.36 million yuan [2].

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]

Core Insights - On November 20, 2025, Gai Shi Food (920826) was featured on the stock exchange's "Dragon and Tiger List" due to a significant trading activity, with a turnover rate of 26.37% and a trading volume of 16.47 million shares, amounting to a transaction value of 2.32 billion yuan [1][2]. Trading Activity Summary - The top buying entity was Dongfang Securities Co., Ltd. Shanghai Xuhui Guangyuan West Road Securities Business Department, purchasing approximately 9.17 million yuan worth of shares [1][2]. - The primary selling entity was an institutional investor, selling shares worth approximately 8.50 million yuan [1][2]. - Other notable buying and selling activities included various securities firms, with significant transactions recorded from Jiang Hai Securities and China Galaxy Securities [2].

Market Overview - The food processing sector experienced a decline of 1.45% on November 20, with Gai Shi Food leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Gai Shi Food (code: 920826) closed at 13.59, down 9.04% with a trading volume of 164,700 shares and a transaction value of 232 million [1] - Hai Xin Food (code: 002702) fell by 7.87% to 5.15, with a trading volume of 769,100 shares and a transaction value of 404 million [1] - Hui Fa Food (code: 603536) decreased by 4.95% to 12.68, with a trading volume of 168,600 shares and a transaction value of 217 million [1] - Other notable declines include Xian Le Health (down 4.65%), Xi Wang Food (down 3.43%), and Kang Bi Te (down 3.24%) [1] Capital Flow Analysis - The food processing sector saw a net outflow of 346 million from institutional investors, while retail investors contributed a net inflow of 333 million [1] - The table of capital flow indicates that major stocks like Guangming Meat Industry and Qianwei Central Kitchen had varying levels of net inflow and outflow from different investor types [2] - Guangming Meat Industry (code: 600073) had a net inflow of 7.03 million from institutional investors, while retail investors experienced a net outflow of 11.18 million [2]

Core Points - On November 19, 2025, the company Gai Shi Food (920826) was featured on the stock market's "Dragon and Tiger List" due to a significant trading activity, with a turnover rate of 32.78% and a trading volume of 20.48 million shares, amounting to a transaction value of 302 million yuan [1][2]. Group 1 - The trading method for Gai Shi Food was continuous bidding, indicating active market participation [1]. - The top buying position was from an institutional account, which purchased approximately 9.10 million yuan worth of shares [2]. - The top selling position was from Dongfang Securities Co., Ltd., which sold approximately 8.42 million yuan worth of shares [2].