消息面上，近日，天俱时集团与阜丰集团晟泰生物科技有限公司达成重要合作，深度参与其在哈萨克斯 坦江布尔州投资建设的生物工程产业综合体项目。此前，阜丰集团凭借江布尔州玉米深加工工厂项目荣 膺哈萨克斯坦2025年度最佳投资项目奖。 兴业证券发布研报称，阜丰集团为玉米深加工头部公司。动物营养赛道需求持续增长，海外业务加速， 有望贡献更多利润弹性。该行指出，公司积极推进国际化战略，哈萨克斯坦的首个海外生产基地已动 工，第一阶段计划制造和销售动物营养及高档氨基酸产品。 阜丰集团(00546)尾盘涨超4%，截至发稿，涨4.18%，报8.48港元，成交额7144.96万港元。 ...

智通财经APP获悉，阜丰集团(00546)尾盘涨超4%，截至发稿，涨4.18%，报8.48港元，成交额7144.96万 港元。 兴业证券发布研报称，阜丰集团为玉米深加工头部公司。动物营养赛道需求持续增长，海外业务加速， 有望贡献更多利润弹性。该行指出，公司积极推进国际化战略，哈萨克斯坦的首个海外生产基地已动 工，第一阶段计划制造和销售动物营养及高档氨基酸产品。 消息面上，近日，天俱时集团与阜丰集团晟泰生物科技有限公司达成重要合作，深度参与其在哈萨克斯 坦江布尔州投资建设的生物工程产业综合体项目。此前，阜丰集团凭借江布尔州玉米深加工工厂项目荣 膺哈萨克斯坦2025年度最佳投资项目奖。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 阜豐集團有限公司 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00546 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | 本 ...

【导读】锂矿概念股涨幅居前，多只高位人气股跌停 消息面上，广期所碳酸锂主力合约盘中涨超6%，突破106000元/吨，创2年多来新高。 有分析认为，当前碳酸锂期货价格较年内低点已经上涨超70%。随着11月份电池销量数据的出炉，市场对于碳酸锂的需求预期已经大幅扭转。数据显示， 自今年8月以来，杠杆资金净买入一批锂矿概念股，融资净买额前20个股合计近300亿元，其中，宁德时代（300750）融资净买额超138亿元，排名第一。 高位人气股大面积退潮 高位人气股大面积退潮，博纳影业（001330）连续3日跌停，太阳电缆（002300）、法尔胜（000890）、南矿集团（001360）、中源家居（603709）跌 停，梦天家居（603216）、中央商场（600280）、茂业商业（600828）等跌幅靠前。 一起来看下最新的市场情况及资讯。 从板块来看，锂矿概念股涨幅居前，餐饮旅游、航空、零售等板块表现活跃；而航天军工、发电设备、稳定币等板块震荡调整。个股方面，超4100只个股 下跌。 港股方面，三大指数飘红，阿里健康、华虹半导体、携程集团等上涨。 | 恒生指数 | 恒生国企 | 恒生科技 | | --- | --- | ...

早盘，锂矿概念走高，国城矿业（000688）、金圆股份（000546）盘初直线涨停，大中矿业、盛新锂能、盐湖股份等跟涨。港股锂电池股亦走强，截至发 稿，赣锋锂业涨超5%、天齐锂业涨超4%。消息面上，广期所碳酸锂主力合约盘中一度涨超7%，截至发稿仍涨6.78%。 | < V | | | 碳酸锂主连 | | | ra Q | | | --- | --- | --- | --- | --- | --- | --- | --- | | | lcm 广期所 ▼ | | | | | | | | 107780 →チ | 101500 最高 | | | 108300 最低 | | 101500 | | | 6.78% 6840 | 总手 | 51.4万 持仓 | | 70.3万 日增 | | 36540 | | | 结算 | 昨结 | 100940 | | | | 臣令 | | | 分时 五日 | 周长 | 目K | | 目 K | | 更多,◎ | | | 108300 | | | | 7.29% | 卖 1 107780 | | 9 | | | | | | | 买1 107760 | | 28 | | | | | | | ...

Core Viewpoint - The production of monosodium glutamate (MSG) in China is experiencing stable growth, with a projected output of 3.015 million tons in 2024, representing a year-on-year increase of 11.9% [1][10]. Industry Overview - MSG is primarily composed of sodium glutamate, produced through fermentation of starch or sugar by microorganisms, resulting in a product with a sodium glutamate content of 99% or higher [2][4]. - The demand for MSG is driven by the increasing quality and taste expectations of consumers, particularly in the food service and processed food sectors [1][10]. Market Demand - The apparent consumption of MSG in China is expected to reach 2.997 million tons in 2024, marking a 12.0% increase year-on-year [1][10]. - The food processing industry is the largest consumer of MSG, accounting for over 50% of the market, followed by the restaurant sector at approximately 30% [8][9]. Production and Export - China's MSG production capacity utilization rate is projected to be 84.7% in 2024 [1][10]. - In the first nine months of 2025, China exported 6,700 tons of MSG, generating an export revenue of approximately $8.72 million [1][11]. Competitive Landscape - The MSG market in China is characterized by a duopoly led by two major players: Fujian Fengfeng Group and Meihua Biological Technology Group, which dominate the industry with their extensive product offerings and global reach [11][12]. - Fujian Fengfeng Group reported a revenue of 13.96 billion yuan and a gross profit of 3.169 billion yuan in the first half of 2025, with a gross margin of 22.7% [12]. - Meihua Biological Technology Group achieved a revenue of 12.28 billion yuan in the same period, with a significant portion derived from feed amino acids and flavoring agents [12][13]. Future Trends - The MSG industry is expected to evolve towards low-sodium, natural fermentation, and composite flavor products, with a focus on customized solutions for the food processing and restaurant sectors [14]. - The growth in demand for specialized formulations for baking, pre-prepared dishes, and hot pot bases is anticipated to drive innovation and differentiation in the market [14].

Core Insights - The article highlights the short-selling ratios and amounts for various companies, indicating significant market sentiment towards these stocks [1][2]. Short-Selling Ratios - JD Health-R (86618) and JD Group-SWR (89618) have the highest short-selling ratios at 100.00% [2]. - SenseTime-WR (80020) follows with a short-selling ratio of 80.34% [2]. - Lenovo Group-R (80992) has a short-selling ratio of 72.73% [2]. Short-Selling Amounts - Meituan-W (03690) leads in short-selling amount with 1.814 billion [2]. - Tencent Holdings (00700) and Alibaba-SW (09988) follow with short-selling amounts of 1.003 billion and 901 million, respectively [2]. - Three Life Pharmaceutical (01530) has a short-selling amount of 776 million [2]. Deviation Values - Three Life Pharmaceutical (01530) has the highest deviation value at 41.74%, indicating a significant difference from its average short-selling ratio [2]. - OSL Group (00863) and JD Group-SWR (89618) have deviation values of 36.46% and 33.86%, respectively [2]. - JD Health-R (86618) also shows a notable deviation value of 27.93% [2].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 阜豐集團有限公司 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00546 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | ...

Core Insights - The article highlights the top short-selling stocks in the market, indicating significant investor skepticism towards these companies [1][2]. Short-Selling Ratios - Lenovo Group-R (80992) has the highest short-selling ratio at 87.71%, followed by Ping An Insurance-R (82318) at 69.65% and Shougang Resources (00639) at 62.81% [1][2]. - The short-selling amounts for Alibaba-SW (09988), Tencent Holdings (00700), and Xiaomi Group-W (01810) are the highest, amounting to 5.06 billion, 1.62 billion, and 1.17 billion respectively [1][2]. Deviation Values - Shougang Resources (00639) leads in deviation value at 48.27%, followed closely by Ping An Insurance-R (82318) at 46.76% and FIH Mobile Limited (02038) at 46.20% [1][2]. - The deviation value indicates the difference between the current short-selling ratio and the average short-selling ratio over the past 30 days, suggesting heightened market volatility for these stocks [3].

Core Insights - The lithium mining sector is experiencing a strong upward trend, with several companies achieving consecutive gains in their stock prices, indicating robust investor interest and market momentum [1][2][3] Lithium Mining Sector - Major companies such as Dawi Co. (002213) and Jinyuan Co. (000546) have seen their stocks rise for three and four consecutive trading days, respectively [1] - Shengxin Lithium Energy has reached its daily limit increase, while companies like Weiling Co., Rongjie Co., and Salt Lake Co. are also among the top gainers [1] - The price of lithium carbonate futures on the Shanghai Futures Exchange has surpassed 102,000 yuan per ton, following a previous breakthrough of 100,000 yuan per ton [1] Solid-State Battery Sector - The solid-state battery concept is also witnessing a surge, with companies like Guanghua Technology, Nord Co., and Binhai Energy hitting their daily limit increases [3][4] - Notable stock performances include Yilian Technology (301631) and Tianhua New Energy (300390), both showing significant percentage increases [4][5]