Group 1 - The core point of the article is that Guangzhou Unified Enterprise Co., Ltd., a shareholder holding more than 5% of Andeli Juice, has completed a share reduction plan, selling a total of 3.3418 million shares, which accounts for 1.00% of the company's total share capital [1] - The share reduction took place between January 15 and January 23, 2026, with the selling price ranging from 38.70 to 43.65 yuan per share, resulting in a total reduction amount of 138 million yuan [1] - After the reduction, Guangzhou Unified's shareholding decreased to 17.9859 million shares, representing a 5.38% stake, while its combined holding with concerted action parties fell from 19.15% to 18.15% [1]

Core Insights - The article highlights the premium rates of AH shares, with Northeast Electric (00042), Zhejiang Shibao (01057), and Junda Co., Ltd. (02865) leading the list with premium rates of 831.03%, 367.07%, and 320.34% respectively [1] - Conversely, CATL (03750), Heng Rui Medicine (01276), and China Merchants Bank (03968) have the lowest premium rates at -11.41%, -3.46%, and -1.49% respectively [1] Premium Rate Rankings - The top ten AH shares by premium rate include: - Northeast Electric (00042): H-share at 0.290 HKD, A-share at 2.25 CNY, premium rate of 831.03%, deviation value of -17.64% [1] - Zhejiang Shibao (01057): H-share at 5.770 HKD, A-share at 22.5 CNY, premium rate of 367.07%, deviation value of -14.31% [1] - Junda Co., Ltd. (02865): H-share at 25.760 HKD, A-share at 90.4 CNY, premium rate of 320.34%, deviation value of 77.25% [1] - The bottom ten AH shares by premium rate include: - CATL (03750): H-share at 472.200 HKD, A-share at 349.24 CNY, premium rate of -11.41%, deviation value of 0.38% [1] - Heng Rui Medicine (01276): H-share at 73.750 HKD, A-share at 59.44 CNY, premium rate of -3.46%, deviation value of -3.66% [1] - China Merchants Bank (03968): H-share at 46.300 HKD, A-share at 38.08 CNY, premium rate of -1.49%, deviation value of 0.47% [1] Deviation Value Rankings - The top three AH shares by deviation value are: - Longqi Technology (09611): H-share at 32.100 HKD, A-share at 48.16 CNY, premium rate of 79.72%, deviation value of 79.72% [1] - Junda Co., Ltd. (02865): H-share at 25.760 HKD, A-share at 90.4 CNY, premium rate of 320.34%, deviation value of 77.25% [1] - Goldwind Technology (02208): H-share at 15.400 HKD, A-share at 26.89 CNY, premium rate of 109.16%, deviation value of 20.91% [1] - The bottom three AH shares by deviation value are: - Yangtze Optical Fibre and Cable (06869): H-share at 52.050 HKD, A-share at 109.7 CNY, premium rate of 152.45%, deviation value of -18.19% [2] - Northeast Electric (00042): H-share at 0.290 HKD, A-share at 2.25 CNY, premium rate of 831.03%, deviation value of -17.64% [2] - Chenming Paper (01812): H-share at 0.820 HKD, A-share at 2.19 CNY, premium rate of 219.51%, deviation value of -15.59% [2]

Investment Rating - The report maintains a "Strong Buy" rating for the company, with a target price of 67.6 yuan [2][8]. Core Views - The company is expected to achieve significant profit growth in 2025, with net profit projected between 220 million to 250 million yuan, representing a year-on-year increase of 28.6% to 50.9% [2]. - The performance of the company's subsidiary, Nanfu Battery, is anticipated to exceed its profit commitments, driven by an increase in ownership stake to 46% [8]. - The company is actively pursuing multiple business development avenues, including investments in emerging technologies such as optical chips, which are expected to contribute to future growth [8]. Financial Summary - Total revenue is projected to grow from 4,638 million yuan in 2024 to 5,629 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 8.5% [4]. - Net profit is expected to increase significantly from 168 million yuan in 2024 to 482 million yuan in 2027, reflecting a CAGR of 10.5% [4]. - Earnings per share (EPS) is forecasted to rise from 0.65 yuan in 2024 to 1.87 yuan in 2027 [4]. - The price-to-earnings (P/E) ratio is projected to decrease from 78 times in 2024 to 27 times in 2027, indicating an improving valuation [4].

Core Viewpoint - The report highlights the current premium rates of AH shares, with Northeast Electric, Zhejiang Shibao, and Junda Co. leading in premium rates, while CATL, Hengrui Medicine, and China Merchants Bank are at the bottom of the list [1][2]. Premium Rate Rankings - Northeast Electric (00042) has a premium rate of 815.25%, followed by Zhejiang Shibao (01057) at 378.67% and Junda Co. (02865) at 342.63% [2]. - The lowest premium rates are recorded for CATL (03750) at -13.79%, Hengrui Medicine (01276) at -2.52%, and China Merchants Bank (03968) at -2.22% [1][2]. Deviation Values - Junda Co. (02865) has the highest deviation value at 104.89%, followed by Goldwind Technology (02208) at 23.62% and Guanghetong (00638) at 20.17% [1][2]. - The lowest deviation values are for Northeast Electric (00042) at -35.64%, Chenming Paper (01812) at -16.87%, and China Life (02628) at -15.34% [1][4]. Additional Insights - The report includes a detailed table of the top ten and bottom ten AH stocks based on premium rates and deviation values, providing a comprehensive overview of the current market situation [2][3][4].

Group 1: Market Performance - The agricultural processing sector increased by 1.46% on January 19, with Andeli leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Group 2: Individual Stock Performance - Andeli (605198) closed at 42.17, up 5.77%, with a trading volume of 46,400 and a transaction value of 195 million [1] - Daodaoquan (002852) closed at 11.45, up 3.90%, with a trading volume of 154,500 and a transaction value of 178 million [1] - ST Zhongji (000972) closed at 4.05, up 2.79%, with a trading volume of 114,900 and a transaction value of 46.1 million [1] - Yongshuntai (001338) closed at 12.52, up 2.79%, with a trading volume of 115,800 and a transaction value of 144 million [1] - Other notable stocks include Baohua (002286) at 9.82, up 2.29%, and Jingliang Holdings (000505) at 7.55, up 2.17% [1] Group 3: Capital Flow Analysis - The agricultural processing sector experienced a net outflow of 85.05 million from institutional investors and 49.33 million from retail investors, while individual investors saw a net inflow of 134 million [2] - Key stocks with significant capital flow include Jinlongyu (300999) with a net inflow of 13.15 million from institutional investors [3] - Other stocks like Jinjian Rice Industry (600127) and ST Zhongji (000972) also showed notable net inflows from individual investors [3]

Core Viewpoint - The major shareholder, Guangzhou Unified Enterprise Co., Ltd., has reduced its stake in Yantai Northern Andeli Juice Co., Ltd. by 1% through a share reduction plan, impacting the overall shareholding structure of the company [1][2]. Group 1: Shareholder Information - The major shareholder involved in the reduction is Guangzhou Unified Enterprise Co., Ltd., along with its concerted actions, Chengdu Unified Enterprise Food Co., Ltd., and Unified Enterprise China Holdings Ltd. [1] - After the reduction, the total shares held by Guangzhou Unified and its concerted actions decreased from 63,983,040 shares to 62,503,040 shares, resulting in a shareholding percentage drop from 19.15% to 18.70% [1]. Group 2: Details of the Share Reduction - The share reduction occurred between January 15 and January 16, 2026, with a total of 1,480,000 shares sold at an average price of 38.94 yuan per share [1]. - This reduction is part of a previously disclosed share reduction plan and does not trigger a mandatory tender offer or involve any changes in the source of funds [2]. Group 3: Compliance and Regulations - The share reduction complies with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Management Measures for the Reduction of Shares by Shareholders of Listed Companies [3]. - The company will continue to monitor the shareholder's compliance with the reduction plan and ensure timely disclosure of relevant information to investors [3].

Group 1 - The core point of the article is that Guangzhou Unified Enterprise Co., Ltd. has reduced its stake in Andeli by selling 1.48 million shares, which represents 0.44% of the company's total share capital, at an average price of 38.94 yuan per share [1] - Following this reduction, the shareholding percentage of Guangzhou Unified and its concerted action parties, including Chengdu Unified Enterprise Food Co., Ltd. and Unified Enterprise China, decreased from 19.15% to 18.70% [1]

证券代码：605198 证券简称：安德利 公告编号：2026-001 烟台北方安德利果汁股份有限公司 关于持股 5%以上股东减持公司股份 触及 1%刻度的提示性公告 公司持股 5%以上股东广州统一企业有限公司及其一致行动人成都统一企业食品有 限公司、统一企业中国控股有限公司保证向本公司提供的信息真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 19.15% | | | | 权益变动后合计比例 | 18.70% | | | | 本次变动是否违反已作出的承 | 是□ | 否☑ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | | --- | --- | --- | | | ☑其他 | 5%以上大股东及其一致行动人 | | 广州 ...

Core Viewpoint - The company Andeli Juice (02218) has received a notification from its major shareholder, Guangzhou Unified Enterprise Co., Ltd., regarding a reduction in shareholding, indicating a strategic shift in ownership dynamics [1] Group 1: Shareholding Changes - Guangzhou Unified reduced its shareholding by 1.48 million shares, representing 0.44% of the company's total share capital [1] - The average selling price during this reduction was 38.94 CNY per share [1] - Following this transaction, the total shares held by Guangzhou Unified and its affiliates decreased from 63.983040 million shares to 62.503040 million shares, resulting in a decline in ownership percentage from 19.15% to 18.70% [1]

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的內容概不負責，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分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任 。 海外監管公告 本公告乃烟台北方安德利果汁股份有限公司（「本公司」）根據《香港聯合交易所有限公司證券上市 規則》第 13.10B 條作出。 茲載列本公司於二零二六年一月十六日在上海證券交易所網站刊發之《關於持股 5%以上股東減持公司 股份觸及 1%刻度的提示性公告》，僅供參閱。 承董事會命 烟台北方安德利果汁股份有限公司 董事長 王安 中國烟台，二零二六年一月十六日 於本公告日期，本公司執行董事為王安先生、張輝先生、王萌女士及王艷輝先生，非執行董事為劉宗 宜先生及張偉先生，獨立非執行董事為龔凡先生、王雁女士及王常青先生。 *僅供識別 1 证券代码：605198 证券简称：安德利 公告编号：2026-001 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | | --- | --- | --- | | | ☑其他 5%以上大股东及其一致行动人 | ...