| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605198 | 安德利 | 51.81 | 8.98% | 6.15万 | | 3.07亿 | | 600191 | 一周边 | 7.72 | 0.65% | 6.09万 | 4666.43万 | | | 300138 | 晨光生物 | 13.14 | 0.00% | 7.59万 | 9999.93万 | | | 002852 | 道道全 | 12.13 | -0.16% | 21.77万 | | 2.63亿 | | 002286 | 保龄宝 | 10.53 | -0.57% | 8.74万 | 9238.66万 | | | 300175 | ST朗源 | 5.06 | -0.98% | 4.87万 | 2486.14万 | | | 600737 | 中粮糖业 | 9.79 | -1.51% | 18.32万 | | 1.80亿 | | 003030 | 祖名股份 | 19.07 | -1.55% | 1.88万 | 3620.6 ...

截至7月30日收盘，乳业概念上涨1.84%，位居概念板块涨幅第3，板块内，28股上涨，阳光乳业、贝因 美等涨停，骑士乳业、洽洽食品、西部牧业等涨幅居前，分别上涨9.28%、4.55%、4.51%。跌幅居前的 有*ST天山、妙可蓝多、怡亚通等，分别下跌6.01%、0.73%、0.66%。 今日涨跌幅居前的概念板块 资金流入比率方面，阳光乳业、贝因美、金健米业等流入比率居前，主力资金净流入率分别为 13.35%、10.73%、7.50%。（数据宝） 乳业概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002570 | 贝因美 | 9.97 | 38.91 | 31301.43 | 10.73 | | 001318 | 阳光乳 业 | 10.01 | 11.02 | 6563.63 | 13.35 | | 600887 | 伊利股 份 | 1.31 | 1.24 | 6395.49 | 2.94 | | 600 ...

Group 1 - A-share agricultural stocks experienced significant movement in the afternoon, with Honghui Fruits and Vegetables hitting the daily limit up [1] - Other companies such as Qiule Seed Industry, Jinjian Rice Industry, Feng'an Co., Top Cloud Agriculture, and Qianyin High-Tech also saw increases [1]

Group 1 - The board of directors of Jin Jian Rice Industry Co., Ltd. held its 42nd meeting on July 22, 2025, with all 7 directors present via communication [1][2] - The board approved a proposal regarding the subsidiary's execution of the grain rotation business, which involves selling 4,383 tons of early indica rice to the related party, Hunan Provincial Reserve Grain Management Co., Ltd. [1][2] - The transaction price for the rice sale will follow local government policies on reserve grain purchase prices, ensuring compliance and fairness in the decision-making process [1][2] Group 2 - The proposal was reviewed and unanimously agreed upon by all independent directors before being submitted to the board for approval [1][2] - The voting results for the proposal were 6 votes in favor, 0 against, and 0 abstentions, indicating strong support from the board [2]

Core Viewpoint - The announcement details a related party transaction involving the sale of 4,383 tons of early indica rice by the subsidiary of Jin Jian Rice Industry to Hunan Provincial Reserve Grain Management Company, which is a wholly-owned subsidiary of Hunan Agricultural Group [1][2][3] Summary by Sections 1. Overview of Related Party Transaction - Jin Jian Reserve Grain Company will sell 4,383 tons of early indica rice to Hunan Provincial Reserve Grain Company as part of the provincial reserve grain rotation business, with the transaction amount not exceeding RMB 11,658,780 [2][10] - This transaction is classified as a related party transaction but does not constitute a major asset restructuring as per relevant regulations [2][3] 2. Approval Process - The transaction was approved during the 42nd meeting of the 9th Board of Directors held on July 22, 2025, and does not require shareholder approval [3][13] 3. Previous Related Party Transactions - In the past 12 months, the company has engaged in three other related party transactions, including a packaging oil rotation agreement and an asset swap with other related parties, all of which were approved by the Board or shareholders [2][4][5] 4. Related Party Information - Hunan Provincial Reserve Grain Company, established on March 22, 2018, is a wholly-owned subsidiary of Hunan Agricultural Group, which is the indirect controlling shareholder of the company [5][8] - As of June 30, 2025, Hunan Provincial Reserve Grain Company reported total assets of RMB 394,490.94 million and total liabilities of RMB 334,804.74 million, with a net asset of RMB 59,686.20 million [9] 5. Transaction Details - The rice will be sold at a warehouse delivery price of RMB 2,660 per ton, with the delivery scheduled before October 31, 2025 [10][11] - The quality of the rice must meet national standards, and the subsidiary is responsible for any losses or damages if the quality does not meet the required standards [11][12] 6. Impact on the Company - The transaction is expected to enhance resource allocation efficiency and will be conducted at government-approved prices, ensuring no harm to the interests of the company or its shareholders [10][13]

证券代码：600127 证券简称：金健米业 编号：临 2025-39 号 金健米业股份有限公司 关于子公司执行湖南省储备粮早籼稻轮换业务 涉及关联交易的公告 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。 ●截至本次关联交易为止，过去 12 个月，除日常关联交易外，公司旗下子公司分别与 除湖南省储备粮公司之外的其他关联方就成品包装油轮换、资产置换、引入战略投资者等事 项发生了共计 3 次关联交易，前述事项均已分别经公司董事会或股东会审议通过后执行。 ●本议案属于董事会审议范畴，无需提交股东会审议。相关协议经公司第九届董事会第 四十二次会议审批通过后生效，提请广大投资者注意相关风险。 一、关联交易概述 （一）本次交易的基本情况 根据湖南省粮食和物资储备局、湖南省财政厅、中国农业发展银 行湖南省分行《关于下达 2025 年度省级储备粮油轮换计划的通知》 （湘粮调〔2025〕22 号）及相关文件精神，公司下属子公司金健储 备粮公司在执行湖南省储备粮轮换业务时，需将新收购轮入的 4,383 吨早籼稻销售给关联方湖南省储备粮公司，预计交 ...

证券代码：600127 证券简称：金健米业 编号：临 2025-38 号 金健米业股份有限公司 第九届董事会第四十二次会议决议公告 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。 根据湖南省粮食和物资储备局、湖南省财政厅、中国农业发展银 行湖南省分行《关于下达 2025 年度省级储备粮油轮换计划的通知》 （湘粮调〔2025〕22 号）及相关文件精神，公司下属子公司湖南金 健储备粮管理有限公司在执行湖南省储备粮轮换业务时，需将新收购 轮入的 4,383 吨早籼稻销售给关联方湖南省储备粮管理有限公司。具 体内容详见上海证券交易所网站（www.sse.com.cn）上公司编号为临 2025-39 号的公告。 公司第九届董事会独立董事 2025 年第五次专门会议对该议案进 行了事前审核，会议形成决议意见：1.公司全资子公司湖南金健储备 粮管理有限公司在执行湖南省储备粮轮换业务时，需将轮入的 4,383 1 吨早籼稻销售给关联方湖南省储备粮管理有限公司。前述关联交易价 格是按照地方政府部门对储备粮收购价格的相关政策执行的，同时承 担了国 ...

Core Insights - The edible oil industry in China is characterized by a complex supply chain that includes agricultural production, processing, packaging, and sales channels [1] - Major listed companies in the industry include Jinlongyu (300999.SZ), Shenliang Holdings (000019.SZ), and others, with Jinlongyu leading in revenue and market share [1][8] Industry Overview - The edible oil supply chain consists of upstream agricultural production, midstream processing companies, and downstream sales channels [1] - The industry has seen a decline in revenue across most listed companies in 2024, indicating increased competition and market pressure [8][15] Company Performance - Jinlongyu reported a revenue of 238.87 billion yuan in 2024, maintaining a leading position despite a decline of 10.37% in its feed raw materials and oil technology business [8][15] - Shenliang Holdings and Jinlongyu both experienced growth in net profit in Q1 2025, with increases of 42.97% and 11.24% respectively [9][10] - Other companies like Su Kuan Agricultural Development and Jingliang Holdings faced significant revenue declines in 2024 [10] Financial Metrics - As of May 27, 2025, Jinlongyu's total market capitalization reached 165.196 billion yuan, while other companies like Su Kuan Agricultural Development also exceeded 10 billion yuan [9][10] - The profit margins varied significantly among companies, with West King Food achieving a gross margin of 22.86%, while Jinlongyu and Shenliang Holdings reported margins below 3% [18] Business Strategies - Jinlongyu plans to expand into the health industry and enhance its product offerings through technological innovation [22][24] - Jingliang Holdings aims to strengthen its supply chain and marketing strategies to improve its trade business [22][24] - West King Food focuses on brand building and cost control to enhance competitiveness [22][24] Market Dynamics - The overseas revenue distribution among companies is uneven, with West King Food and others relying heavily on international markets, although some have seen declines in overseas sales [20][21] - The edible oil industry is facing challenges due to increased competition and market pressures, leading to varied performance among listed companies [15][18]

Meeting Details - The shareholders' meeting of Jin Jian Rice Industry Co., Ltd. was held on July 17, 2025, at the company's headquarters in Changde City, Hunan Province [1] - The meeting was chaired by Chairman Shuai Fucheng and utilized a combination of on-site and online voting methods, complying with relevant laws and regulations [1] Voting Results - Non-cumulative voting resolutions were passed with the following results: 140,246,101 votes in favor (97.89%), 2,781,114 votes against (1.94%), and 242,100 abstentions (0.17%) [2] - Cumulative voting was conducted for the election of Mr. Wu Jinghua as an independent director of the ninth board, with the required majority achieved [3] Legal Compliance - The meeting's procedures, including the qualifications of the convenor and attendees, as well as the voting process and results, were confirmed to be in accordance with the Company Law and the company's articles of association, ensuring legality and validity [3]

Group 1 - The legal opinion letter was issued by Hunan Qiyuan Law Firm regarding the second extraordinary general meeting of shareholders of Jinjian Rice Industry Co., Ltd. in 2025 [1][2] - The meeting was convened in accordance with the relevant laws and regulations, including the Company Law and the rules for shareholder meetings [1][2] - The total number of shares represented at the meeting was 143,269,315, accounting for 22.3236% of the total shares [1] Group 2 - The voting results showed that 140,246,101 shares were in favor of the proposals, representing 97.8898% of the votes cast [2] - The meeting's procedures and voting results were deemed to comply with the Company Law and the company's articles of association [2] - The legal opinion letter is intended solely for the purpose of witnessing the meeting and cannot be used for any other purpose without written consent from the law firm [1]