Market Overview - The Shanghai Composite Index rose by 0.52% on June 11, with 28 out of 33 sectors experiencing gains, led by the non-ferrous metals and agriculture, forestry, animal husbandry, and fishery sectors, which increased by 2.21% and 2.02% respectively [1] - The pharmaceutical and biological, telecommunications, and beauty care sectors saw declines of 0.41%, 0.28%, and 0.10% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets was 1.506 billion yuan, with 14 sectors experiencing net inflows. The non-bank financial sector had the largest net inflow of 4.469 billion yuan, rising by 1.90%, followed by the automotive sector with a net inflow of 2.750 billion yuan and a daily increase of 1.70% [1] - Conversely, 17 sectors experienced net outflows, with the pharmaceutical and biological sector leading with a net outflow of 2.629 billion yuan, followed by the basic chemical sector with a net outflow of 1.909 billion yuan [1] Agriculture, Forestry, Animal Husbandry, and Fishery Sector - The agriculture, forestry, animal husbandry, and fishery sector increased by 2.02%, with a net inflow of 262 million yuan. Out of 103 stocks in this sector, 65 rose, including 2 that hit the daily limit, while 31 declined [2] - The stocks with the highest net inflow included Huillong Co., Ltd. with 166.7 million yuan, followed by New Hope and Zhenghong Technology with 54.2 million yuan and 52.99 million yuan respectively [2] - The sector's outflow leaderboard featured Wens Foodstuffs Group with a net outflow of 98.76 million yuan, followed by Beidahuang Group and Jinjian Rice Industry with outflows of 47.78 million yuan and 21.27 million yuan respectively [3]

Group 1 - The corn concept index rose by 2.18%, ranking fourth among concept sectors, with 21 stocks increasing in value, including QiuLe Seed Industry, KangNong Seed Industry, and ShenNong Seed Industry, which rose by 11.99%, 10.91%, and 8.29% respectively [1] - The main capital inflow into the corn concept sector was 245 million yuan, with 17 stocks receiving net inflows, and 10 stocks seeing inflows exceeding 10 million yuan. JinHe Biological led with a net inflow of 67.34 million yuan [1] - The top three stocks by net inflow ratio were DengHai Seed Industry, JinHe Biological, and LongPing High-Tech, with net inflow ratios of 13.59%, 8.93%, and 8.68% respectively [2] Group 2 - The corn concept sector had notable performers, with JinHe Biological showing a daily increase of 4.72% and a turnover rate of 15.46%, while DengHai Seed Industry and LongPing High-Tech also performed well with increases of 2.62% and 1.38% respectively [2] - The overall market performance showed a mixed trend, with some stocks like YunTu Holdings and XinAn Shares declining by 0.71% and 0.62% respectively, indicating volatility within the sector [1][4] - The corn concept sector's performance was supported by strong capital inflows, highlighting investor interest and potential growth opportunities within this segment [1][2]

Core Insights - The grain processing industry is a significant part of agricultural product processing, enhancing the added value of grains and meeting consumer demand for diverse and high-quality food products [1][15][16] - The industry has seen a compound annual growth rate (CAGR) of 4.15%, with revenue projected to grow from 8.8 trillion yuan in 2019 to 10.8 trillion yuan by 2024 [16] - Government policies, including financial subsidies and tax incentives, have provided strong support for the development of the grain processing industry [6][15] Industry Overview - Grain processing involves converting raw grains into semi-finished and finished products, playing a crucial role in the food supply chain [3][10] - The industry includes various processes such as rice milling, wheat flour production, and oil extraction, contributing to improved food quality and reduced waste [4][10] Market Dynamics - The demand for grain processing products has diversified and increased in quality due to rising living standards and changing consumer preferences [1][8] - The market is characterized by competition among large grain processing enterprises, local companies, and foreign firms, each leveraging different strengths [20][21] Financial Performance - The revenue of the grain processing industry is expected to reach approximately 2.6 trillion yuan in the first quarter of 2025 [16] - The scale of major agricultural processing enterprises is projected to reach 18 trillion yuan in 2024, reflecting a year-on-year increase of 2.21% [14] Technological Advancements - Significant progress in technological innovation and equipment upgrades has been made, with the adoption of smart production lines and automated control systems enhancing efficiency and product quality [1][15][25] - Future trends indicate a focus on smart upgrades and the integration of IoT, big data, and AI technologies to improve operational efficiency [25][26] Consumer Trends - Rising disposable income and consumer spending have driven demand for high-quality grain processing products, with expectations for continued growth in this area [8][12] - The industry is responding to increasing consumer demands for health, nutrition, and taste by diversifying product offerings and enhancing quality [28]

金健米业股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的 公 告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 会议召开时间：2025 年 6 月 11 日(星期三) 下午 15:00-16:30 会议召开地点： 证券代码：600127 证券简称：金健米业 公告编号：临 2025-28 号 1.上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 2.价值在线（网址：http://www.ir-online.cn） 3.东方财富路演平台（网址：https://roadshow.eastmoney.com/） 会议召开方式：视频录播和网络互动 会议问题征集：投资者可于 2025 年 6 月 4 日（星期三）至 6 月 10 日 （星期二）16:00 前，①登录上证路演中心网站首页点击"提问预征集" 栏目进行会前提问；②访问网址 https://eseb.cn/1opgkCVteZq 或使用微 信扫描下文中小程序码进行会前提问；③访问网址 htt ...

Core Viewpoint - Multiple listed companies in the Shanghai and Shenzhen markets announced significant updates, providing insights for investors [2] Company Announcements - Wolong Real Estate will change its stock name to "Wolong New Energy" effective May 15, 2025, while the stock code remains unchanged [3] - Ningbo Fuda has terminated its major asset restructuring plans due to a lack of agreement on the final transaction scheme, with no significant impact on its current operations or financial status [4] - Land usage rights for a site in Shanghai will be returned by Shanghai Xiba due to external economic conditions, expected to reduce profits by approximately 36.42 million yuan, which is about 85% of the previous year's audited net profit [7] - Blue Dai Technology plans to acquire an 18% stake in Chongqing Taiguan for 34.11 million yuan, resulting in full ownership of the subsidiary [6] Performance Metrics - China Merchants Shekou reported a sales amount of 14.764 billion yuan in April, with a cumulative sales area of 2.0594 million square meters for the first four months of 2025 [8] - Shoukai Co. achieved a sales amount of 1.46 billion yuan in April, with a 24.92% decrease in sales area compared to the previous month [9] - Tiankang Biological reported a sales revenue of 380 million yuan from pig sales in April, with a 1.06% increase from the previous month [10] - Longyuan Co. reported a sales revenue of 125 million yuan from pig sales in April, with a 14.59% increase from the previous month [11] - New Wufeng sold 408,100 pigs in April, marking a 36.31% year-on-year increase [13] - Guangqi Group's April automobile sales were 116,400 units, a 12.66% year-on-year decline [16] - Jianghuai Automobile reported April sales of 30,764 units, down 3.55% year-on-year [17] - Shunong Development achieved a sales revenue of 1.533 billion yuan in April, a 0.68% year-on-year increase [19] Contracts and Agreements - Fuling Electric plans to sign a contract for an energy management project in Anhui Province, with an estimated investment of 488 million yuan and projected returns of 790 million yuan over eight years [21] - *ST Weihai has been pre-selected for a construction project with a bid of 108 million yuan, which represents 4.33% of its audited revenue for 2024 [22] Shareholder Actions - Liyuan Technology's shareholder plans to reduce holdings by up to 3.04 million shares, representing no more than 2.0008% of total shares [23] - Baoli Food's shareholder intends to reduce holdings by up to 3% of total shares, equating to approximately 12 million shares [24] Share Buybacks - Hongta Securities' chairman proposed a share buyback plan with a total amount between 100 million and 200 million yuan [26]

金健米业股份有限公司（以下简称"公司"）董事会于近日收到 公司独立董事凌志雄先生提交的书面辞职报告。因连续担任公司独立 董事已满六年，根据《上市公司独立董事管理办法》等关于独立董事 连续任职期限的相关规定，凌志雄先生向公司董事会申请辞去公司第 九届董事会独立董事职务，同时一并辞去在董事会审计委员会、提名 委员会、战略委员会中的职务。辞职后，凌志雄先生将不再担任公司 任何职务。截至本公告披露日，凌志雄先生未持有公司股份。 鉴于凌志雄先生的辞职将导致公司独立董事人数少于董事会总 人数的三分之一，以及相关董事会专门委员会中独立董事所占比例不 符合《上市公司独立董事管理办法》相关规定。根据《公司法》《上 市公司独立董事管理办法》《上海证券交易所上市公司自律监管指引 第 1 号--规范运作》等法律法规以及《公司章程》的有关规定，凌志 雄先生的辞职申请将在公司股东会选举产生新任独立董事之日起生 效。在此之前，为确保公司董事会及董事会专门委员会的正常运作， 凌志雄先生仍将按照有关规定继续履职。公司亦将依法尽快完成新任 独立董事及董事会专门委员会委员的补选工作。 凌志雄先生在公司任职期间始终秉持着勤勉谨慎的工作态度，充 分发 ...

证券代码：600127 证券简称：金健米业 编号：临 2025-27 号 金健米业股份有限公司 金健米业股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日 召开第九届董事会第三十八次会议暨 2024 年年度董事会会议，审议通 过了《关于对全资子公司湖南金健储备粮管理有限公司增资的议案》， 同意公司以货币资金方式对全资子公司湖南金健储备粮管理有限公司 增资人民币 2,900 万元。本次增资完成后，湖南金健储备粮管理有限公 司的注册资本由人民币 4,800 万元增加至人民币 7,700 万元。公司仍持 有湖南金健储备粮管理有限公司 100%的股权。 具体内容详见公司于 2025 年 3 月 28 日登载于上海证券交易所网站 （www.sse.com.cn）上的《金健米业股份有限公司第九届董事会第三十 八次会议暨 2024 年年度董事会会议决议公告》（编号：临 2025-10 号）、 《金健米业股份有限公司关于向全资子公司增资的公告》（编号：临 2025-17 号）。 二、本次增资的进展情况 截至本公告披露日，公司全资子公司已完成注册资本变更的工商登 记手续，并取得了常德经济技术开发区市场监督管理局 ...

鉴于凌志雄先生的辞职将导致公司独立董事人数少于董事会总 人数的三分之一，以及相关董事会专门委员会中独立董事所占比例不 符合《上市公司独立董事管理办法》相关规定。根据《公司法》《上 市公司独立董事管理办法》《上海证券交易所上市公司自律监管指引 第 1 号--规范运作》等法律法规以及《公司章程》的有关规定，凌志 雄先生的辞职申请将在公司股东会选举产生新任独立董事之日起生 效。在此之前，为确保公司董事会及董事会专门委员会的正常运作， 凌志雄先生仍将按照有关规定继续履职。公司亦将依法尽快完成新任 独立董事及董事会专门委员会委员的补选工作。 证券代码：600127 证券简称：金健米业 编号：临 2025-25 号 金健米业股份有限公司 关于独立董事任期届满离任的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 金健米业股份有限公司（以下简称"公司"）董事会于近日收到 公司独立董事凌志雄先生提交的书面辞职报告。因连续担任公司独立 董事已满六年，根据《上市公司独立董事管理办法》等关于独立董事 连续任职期限的相关规定，凌志雄先生向公司董事 ...

证券代码：600127 证券简称：金健米业 编号：临 2025-26 号 金健米业股份有限公司 关于签订国有土地使用权收储框架协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 本协议为双方就土地收储达成的框架性意向，不具有强制约束力，具体收 储安排尚在推进过程中，后续事项具有不确定性，对公司当期经营业绩不产生重大 影响，对未来业绩增长的影响尚不确定。 本协议为合作框架协议，若后续拟签订具体收储正式协议，公司将按照《上 海证券交易所股票上市规则》、《公司章程》、法律、法规、规范性文件及公司制 度的规定和要求，履行相应的审议决策程序及信息披露义务。提请广大投资者注意 相关风险。 一、本次交易及协议签订的基本情况 （一）交易对方的基本情况 交易对方：常德经济技术开发区国土资源储备中心 交易对方性质：湖南省常德市武陵区事业单位 负责人：张敏 地址：常德经济技术开发区政务中心大楼 业务范围：常德经济技术开发区范围内土地收回、收购、储备、前 期开发和预出让等工作。 （二）协议的签署目的 为加强城市土地资产统一管理 ...

Group 1 - The corn concept sector experienced a decline of 1.00%, ranking among the top declines in the concept sector, with leading decliners including Fengle Seed Industry, Jindan Technology, and Qianyuan High-Tech [1][2] - Among the stocks in the corn concept sector, six stocks saw price increases, with Guangyu Group, Fucheng Co., and Yantang Dairy leading the gains at 4.32%, 1.71%, and 0.92% respectively [1][2] - The corn concept sector saw a net outflow of 303 million yuan from main funds today, with 22 stocks experiencing net outflows, and 13 stocks seeing outflows exceeding 10 million yuan [2][3] Group 2 - The stock with the highest net outflow was Jinjian Rice Industry, with a net outflow of 48.06 million yuan, followed by Jindan Technology, Xinghu Technology, and Qianyuan High-Tech with net outflows of 34.74 million yuan, 29.16 million yuan, and 28.98 million yuan respectively [2][3] - The stocks with the highest net inflows included Guangyu Group, Yuntu Holdings, and Longping High-Tech, with net inflows of 10.64 million yuan, 8.37 million yuan, and 7.01 million yuan respectively [2][3] - The corn concept sector's performance was contrasted by other sectors, such as the Chengfei concept which rose by 7.01%, and the soybean sector which fell by 1.62% [2]