| 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 12.42 亿元 | 14.28% | -1.83% | | 招商银行(03968) | 10.18 亿元 | 70.33% | 26.47% | | 百度集团-SW(09888) | 7.46 亿元 | 23.85% | -4.91% | | 工商银行(01398) | 6.81 亿元 | 27.49% | 7.30% | | 腾讯控股(00700) | 6.37 亿元 | 7.84% | -3.77% | | 建设银行(00939) | 5.92 亿元 | 24.16% | -2.67% | | 美团-W(03690) | 5.92 亿元 | 17.20% | -0.35% | | 小米集团-W(01810) | 5.61 亿元 | 13.36% | -5.68% | | 农业银行(01288) | 5.34 亿元 | 48.74% | 20.76% | | 紫金矿业(02899) | 5.24 亿元 | 26.01% | 5.23% | 前十大沽空偏离值排行 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 份 內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 重續現有持續關連交易 茲提述(i)2022年12月13日公告及(ii)2023年6月29日 公 告，內 容 有 關（其 中 包 括）本 集 團 與其關連人士之間訂立的現有持續關連交易以及截至2023年 及2024年12月31日止年 度及截至2025年12月31日止年度的現有年度上限。 誠 如2022年12月13日公告及2023年6月29日公告所披露，本集團就現有持續關連交易 重 續 或 訂 立 總 協 議，並 設 定 截 至2023年 及2024年12月31日止年度及截至2025年12月 31日 止 年 度 之 現 有 年 度 上 限。本 公 司 遵 從 上 市 規 則 之 規 定，各 總 協 議 為 期 三 年，並 可於屆滿後再續期三年。由於預期現有持續關連交易將於202 ...

FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 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: | 日清食品有限公司 | | | 呈交日期: | 2025年12月4日 | | | I. 法定/註冊股本變動 不適用 | | | | 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) | 01475 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,043,691,480 | | 0 | | 1,043,691,480 | | 增加 / 減少 (-) | | | 0 | ...

Investment Rating - The report maintains an "Accumulate" rating for the food and beverage industry, indicating a positive outlook for investment opportunities in this sector [5]. Core Insights - The food and beverage industry is experiencing a transformation driven by health-conscious consumer trends, product innovation, and channel expansion, with companies actively enhancing their product offerings and exploring overseas markets [1][9]. - In the liquor segment, the supply side is undergoing continuous changes to seek growth, while the demand side is gradually recovering, highlighting the absolute investment value in the industry [2][3]. - The beverage sector is focusing on product innovation and network expansion to uncover growth potential, with a strong emphasis on health upgrades and premiumization [4][7]. Summary by Relevant Sections Liquor Industry - **Water Well**: The company is optimizing its product matrix and plans to launch a new high-end product in 2025, focusing on brand collaboration and expanding its terminal network [2]. - **Jiu Gui Jiu**: The brand is implementing a strategic focus on brand depth and product line simplification, with expectations for improved sales performance [3]. - **She De Jiu Ye**: The company is maintaining its core strategy while expanding its product offerings, particularly in e-commerce, to drive growth [3]. Beverage Industry - **Kang Shi Fu**: The company is committed to innovation and quality, focusing on expanding its product range to meet diverse consumer needs [4]. - **Unified Enterprises**: The company is experiencing stable performance with a focus on product innovation and market expansion, particularly in the instant noodle and beverage segments [7]. - **Hua Run Beverage**: Short-term performance is under pressure due to competition, but long-term growth prospects remain strong due to the essential nature of its products [7]. Health and Wellness Trends - **Anqi Yeast**: The company is targeting over 10% revenue growth, with a focus on expanding its overseas market presence and maintaining cost advantages [9]. - **Xian Le Health**: The company is advancing its global strategy and product innovation to capture new consumer trends, with a focus on high-margin products [9]. - **Jian Yi Health**: The company is enhancing its probiotic offerings and expanding its product lines to meet evolving consumer demands [10]. Overall Market Trends - The food and beverage industry is witnessing a shift towards healthier products and innovative marketing strategies, with companies adapting to changing consumer preferences and exploring new growth avenues [1][4].

智通财经APP获悉，香港联交所最新资料显示，11月13日，董事长安藤清隆增持日清食品(01475)5.1万 股，每股均价6.818港元，总金额约为34.77万港元。增持后最新持股数目为2155.5万股，最新持股比例 2.07%。 ...

Core Insights - Nissin Foods recently announced its unaudited consolidated financial results for the nine months ending September 30, 2025, reporting a revenue of HKD 3.062 billion, representing a year-on-year growth of 6.99% [1] - The profit attributable to the company's owners was HKD 258 million, reflecting a year-on-year increase of 2.73% [1] Financial Performance - Revenue for the reporting period reached HKD 3.062 billion, showing a growth of 6.99% compared to the previous year [1] - Profit attributable to owners was HKD 258 million, which is a 2.73% increase year-on-year [1]

Core Insights - Nissin Foods reported a revenue of HKD 30.62 billion (approximately RMB 28.04 billion) for the first three quarters ending September 30, 2025, representing a year-on-year growth of 7.0% [1][2] - The net profit for the same period was HKD 2.58 billion (approximately RMB 2.36 billion), showing a year-on-year increase of about 2.7% [1][2] - The gross profit margin improved from 34.8% to 35.4%, attributed to the strong sales of high-margin cup noodles and enhanced production efficiency [2] Financial Performance - Revenue for the nine months ending September 30, 2025, was HKD 3,062.1 million, up from HKD 2,862.2 million, a 7.0% increase [2] - Gross profit rose to HKD 1,083.0 million, an 8.6% increase from HKD 997.4 million [2] - Profit before tax increased by 7.5% to HKD 368.7 million from HKD 342.9 million [2] - Adjusted EBITDA grew by 4.0% to HKD 502.3 million from HKD 482.8 million [2] - Basic earnings per share rose to 24.73 cents from 24.07 cents, reflecting a 2.7% increase [2] Regional Performance - Revenue from Hong Kong and other regions grew by 9.5% to HKD 1.20 billion, driven by stable sales of instant noodles and rising demand in overseas markets [2] - Revenue from mainland China was HKD 18.60 billion (approximately RMB 17.03 billion), with a modest year-on-year growth of 5.4%, accounting for about 60% of total revenue [2][3] Strategic Adjustments - The company is shifting its sales strategy from an over-reliance on e-commerce to strengthening offline channels, particularly in core markets like South China [5] - Nissin aims to maintain profit margins by controlling promotional expenses and avoiding price hikes despite rising raw material costs [5][6] - The company is focusing on product upgrades and cost optimization, with recent investments in new product lines targeting health-conscious consumers [6] Market Challenges - The demand for instant noodles in China is slowly recovering, with management noting a resurgence in sales in previously struggling regions [3][6] - The competitive landscape has intensified, with Nissin facing challenges from both external competitors and changing consumer preferences [10][11] - The company's market share in China has declined significantly, dropping to around 4% in 2023 from a peak of 14.5% in 2018 [11] Future Outlook - Nissin is investing approximately RMB 240 million in new facilities in Zhuhai, Guangdong, to enhance production efficiency and meet growing demand for high-end products [6][7] - The management remains optimistic about the recovery of the mainland market, projecting a 9.4% revenue growth in the first half of 2025 [6][7]

Group 1 - The core viewpoint of the article is that Nissin Foods (01475) reported a revenue of HKD 3.062 billion for the nine months ending September 30, 2025, representing a year-on-year growth of 7% [1] - The profit attributable to the company's owners was HKD 258 million, reflecting a year-on-year increase of 2.7% [1] - The basic earnings per share were reported at HKD 0.2473 [1]

Core Viewpoint - Nissin Foods (01475) reported a revenue of HKD 3.062 billion for the nine months ending September 30, 2025, reflecting a year-on-year growth of 7% [1] - The profit attributable to the company's owners was HKD 258 million, representing a year-on-year increase of 2.7% [1] - Basic earnings per share stood at HKD 0.2473 [1] Financial Performance - Revenue for the nine-month period reached HKD 3.062 billion, up 7% compared to the previous year [1] - Profit attributable to owners increased to HKD 258 million, marking a 2.7% growth year-on-year [1] - Basic earnings per share were reported at HKD 0.2473 [1]

Core Viewpoint - Nissin Foods (01475.HK) reported a revenue of HKD 3.062 billion for the nine months ending September 30, 2025, reflecting a year-on-year growth of 6.99% [1] - The profit attributable to the company's owners for the same period was HKD 258 million, representing a year-on-year increase of 2.73%, with basic earnings per share at HKD 0.2473 [1] Financial Performance - Revenue for the nine-month period reached HKD 3.062 billion, up 6.99% compared to the previous year [1] - Profit attributable to owners was HKD 258 million, showing a growth of 2.73% year-on-year [1] - Basic earnings per share stood at HKD 0.2473 [1]