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].

Core Insights - Gais Food (920826) experienced an increase of 8.03% in its stock price, with a turnover rate of 32.78% and a trading volume of 302 million yuan, indicating significant market activity [2] - Institutional investors net bought 4.7375 million yuan, while the total net buying from brokerage seats reached 7.0046 million yuan, reflecting strong interest from institutional players [2] - The stock has appeared on the "Dragon and Tiger List" 10 times in the past six months, with an average decline of 1.94% the day after being listed and an average drop of 5.38% over the following five days [2] Trading Data - The top five brokerage seats accounted for a total transaction volume of 81.3907 million yuan, with a buying amount of 46.5664 million yuan and a selling amount of 34.8243 million yuan, resulting in a net buying of 11.7421 million yuan [2] - The leading buying seat was an institutional special seat, purchasing 9.1004 million yuan and selling 4.3629 million yuan, leading to a net buy of 4.7375 million yuan [2] - Other notable buying seats included Guojin Securities, Guosheng Securities, Dongwu Securities, and Dongfang Caifu Securities, with respective buying amounts of 8.6313 million yuan, 8.0306 million yuan, 5.7841 million yuan, and 5.2572 million yuan [2]

Market Overview - On November 19, the food processing sector rose by 0.13% compared to the previous trading day, with Gai Shi Food leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Gai Shi Food (code: 920826) closed at 14.94, up 8.03% with a trading volume of 204,800 shares and a transaction value of 302 million yuan [1] - Other notable performers included Hai Xin Food (code: 002702) with a 2.57% increase, and Xi Wang Food (code: 000639) with a 2.04% increase [1] Capital Flow - The food processing sector experienced a net outflow of 107 million yuan from institutional investors, while retail investors saw a net inflow of 15.08 million yuan [2] - Gai Shi Food had a net inflow of 43.70 million yuan from institutional investors, representing 14.47% of its total trading volume [3] Individual Stock Analysis - Hai Xin Food had a net inflow of 25.35 million yuan from institutional investors, accounting for 5.21% of its trading volume [3] - Guang Hong Holdings (code: 000529) saw a significant net inflow of 11.11 million yuan from institutional investors, making up 17.41% of its trading volume [3]

Core Viewpoint - Gais Food (920826) experienced a significant decline of 7.31% in its stock price, with a trading volume turnover rate of 30.83% and a total transaction value of 291 million yuan, indicating heightened 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 30.83%, with institutional investors net selling 3.2034 million yuan [2] - The top five trading departments accounted for a total transaction value of 71.5420 million yuan, with buying transactions amounting to 33.2158 million yuan and selling transactions totaling 38.3262 million yuan, resulting in a net selling of 5.1103 million yuan [2] - Among the trading departments, one institutional specialized seat was noted, with a buying amount of 3.0106 million yuan and a selling amount of 6.2141 million yuan, leading to a net sell of 3.2034 million yuan [2] Historical Performance - Over the past six months, Gais Food has appeared on the龙虎榜 nine times, with an average stock price decline of 2.17% the day after being listed and an average decline of 5.10% over the following five days [2]

Market Overview - On November 12, the total trading volume of stocks on the Beijing Stock Exchange reached 913 million shares, with a total transaction value of 19.915 billion yuan, a decrease of 5.84 billion yuan compared to the previous trading day [1] - Among the tradable stocks, 128 stocks closed higher, accounting for 45.55% of the total, with notable gainers including Sanyuan Gene, Danna Biological, and Luqiao Information, which rose by 12.45%, 9.99%, and 7.21% respectively [1] - Conversely, 147 stocks closed lower, with the largest declines seen in Huifeng Diamond, Gaisi Food, and Litong Technology, which fell by 9.06%, 7.31%, and 6.88% respectively [1] Trading Activity - A total of 60 stocks had transaction values exceeding 100 million yuan, with the highest transaction values recorded for Andar Technology, Zhu Laoliu, and Better Ray, at 566.33 million yuan, 535.27 million yuan, and 490.44 million yuan respectively [1] - In terms of trading activity, 24 stocks had a turnover rate exceeding 10%, with 5 stocks exceeding 20%. Additionally, 46 stocks had turnover rates between 5% and 10%, while 189 stocks had turnover rates between 1% and 5% [1] - The stocks with the highest turnover rates included Danna Biological, Zhu Laoliu, and Gaisi Food, with turnover rates of 39.96%, 35.73%, and 30.83% respectively [1] Notable Stocks - The closing prices and performance of notable stocks include: - Andar Technology: 8.19 yuan, down 1.92%, turnover rate 15.32%, transaction value 566.34 million yuan [1] - Zhu Laoliu: 25.12 yuan, down 3.38%, turnover rate 35.73%, transaction value 535.27 million yuan [1] - Better Ray: 34.55 yuan, down 2.48%, turnover rate 1.29%, transaction value 490.44 million yuan [1] - Sanyuan Gene: 33.15 yuan, up 12.45%, turnover rate 7.52%, transaction value 27.64 million yuan [1] - Danna Biological: 85.45 yuan, up 9.99%, turnover rate 39.96%, transaction value 239.83 million yuan [1]