Core Viewpoint - The seasoning and fermentation sector experienced a rise of 1.88% on January 5, with Richen Co., Ltd. leading the gains. The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1]. Group 1: Stock Performance - Richen Co., Ltd. (603755) closed at 38.00, with an increase of 3.63% and a trading volume of 29,400 shares, amounting to 112 million yuan [1]. - Lianhua Holdings (600186) closed at 6.17, up 3.18%, with a trading volume of 930,100 shares and a transaction value of 572 million yuan [1]. - Haitian Flavoring and Food Co., Ltd. (603288) closed at 37.93, increasing by 2.46%, with a trading volume of 213,800 shares and a transaction value of 805 million yuan [1]. - Anji Food (603696) closed at 20.70, up 2.07%, with a trading volume of 276,500 shares and a transaction value of 569 million yuan [1]. - Qianhe Flavoring (603027) closed at 10.03, increasing by 2.03%, with a trading volume of 183,100 shares and a transaction value of 182 million yuan [1]. Group 2: Capital Flow - The seasoning and fermentation sector saw a net inflow of 147 million yuan from institutional investors, while retail investors experienced a net outflow of 27.03 million yuan [2]. - The main capital flow for Haitian Flavoring and Food Co., Ltd. (603288) showed a net outflow of 57.51 million yuan from institutional investors, with a retail net inflow of 1.72 million yuan [3]. - Lianhua Holdings (600186) had a net inflow of 50.97 million yuan from institutional investors, while retail investors saw a net outflow of 2.34 million yuan [3].

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。 证券代码：600186 证券简称：莲花控股 公告编号：2025-100 莲花控股股份有限公司 关于转型算力业务相关进展情况的公告 莲花控股股份有限公司（以下简称"公司"）于 2023 年 11 月 29 日收到中 国证券监督管理委员会河南监管局（以下简称"河南证监局"）《关于对莲花健 康产业集团股份有限公司采取出具警示函及责令公开说明措施的决定》（行政监 管措施决定书〔2023〕65 号）（以下简称"《决定书》"）。现根据《决定书》 的要求对公司本月算力业务相关进展情况说明如下： 二、算力服务器租赁业务开展情况 | 序 号 | 合同签订 时间 | | 客户 | 合同内容 | | 合同期限 | | 合同金额 （万元） | 交付情 况 | 累计回 款情况 （万元） | 变化 情况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 2025.12.26 | FⅠ公司 | | ...

Market Overview - The seasoning and fermentation sector increased by 0.17% compared to the previous trading day, with Richen Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Stock Performance - Richen Co., Ltd. (603755) closed at 37.28, up 6.67% with a trading volume of 39,700 lots and a transaction value of 145 million [1] - Lianhua Holdings (600186) closed at 5.93, up 1.02% with a trading volume of 592,300 lots and a transaction value of 350 million [1] - ST Jiajia (002650) closed at 6.72, up 0.60% with a trading volume of 61,500 lots and a transaction value of 40.68 million [1] - Tianwei Food (603317) closed at 12.61, up 0.56% with a trading volume of 38,900 lots and a transaction value of 49.14 million [1] - Other notable stocks include Jieling Pickles (002507) at 13.16, up 0.38%, and Qianhe Flavor Industry (603027) at 9.81, up 0.20% [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 162 million from institutional investors, while retail investors saw a net inflow of 113 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Richen Co., Ltd. had a net inflow of 20.38 million from institutional investors, but a net outflow of 17.56 million from retail investors [3] - Qianhe Flavor Industry saw a net inflow of 373,540 from institutional investors, but a net outflow of 295,030 from retail investors [3] - Other stocks like Jiajia Co. (002495) and Tianwei Food (603317) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

Group 1 - The seasoning and fermentation sector saw a slight increase of 0.08% on December 18, with Qianhe Flavor Industry leading the gains [1] - The Shanghai Composite Index closed at 3876.37, up 0.16%, while the Shenzhen Component Index closed at 13053.98, down 1.29% [1] - Qianhe Flavor Industry's stock price rose by 2.02% to 65.6, with a trading volume of 189,500 shares and a transaction value of 181 million yuan [1] Group 2 - The main funds in the seasoning and fermentation sector experienced a net outflow of 107 million yuan, while retail investors saw a net inflow of 114 million yuan [2] - The trading data indicates that major stocks like Lianhua Holdings and Fuling Mustard have varying levels of net inflow and outflow among institutional, retail, and speculative investors [3] - For instance, Lianhua Holdings had a net inflow of 14.88 million yuan from major funds, while it faced a net outflow of 21.99 million yuan from speculative funds [3]

Core Viewpoint - Lianhua Holdings is enhancing its capabilities in the intelligent computing power sector through a significant contract with EⅫ Company for the purchase of 4,000 accelerator cards, valued at 200 million yuan, which will strengthen its subsidiary, Lianhua Zixing's market competitiveness [1] Group 1: Company Developments - Lianhua Holdings announced a contract with EⅫ Company to acquire 4,000 accelerator cards and services for a total price of 200 million yuan [1] - The purchased products will be utilized to advance the intelligent computing business of Lianhua Zixing, a subsidiary of Lianhua Holdings [1] - In 2023, Lianhua Holdings entered the computing power sector, achieving revenue of 97.67 million yuan in the computing power service business for the first three quarters of 2025, representing a year-on-year growth of 75.32% [1] Group 2: Market Position and Strategy - Lianhua Holdings has established intelligent computing centers in multiple cities across China, particularly in the Yangtze River Delta region, with operations and server deployments in Jiangsu, Zhejiang, Shanghai, and Anhui [1] - The company is focusing on large B-end clients, state-owned enterprises, and major technology firms to continuously promote its computing power leasing business [1]

Group 1 - Core viewpoint: Lianhua Holdings has signed a product sales contract with EⅫ Company for the supply of 4,000 accelerator cards, totaling a contract value of 200 million RMB [1] - The sales price per accelerator card is confirmed at 50,000 RMB [1] - Lianhua Holdings' revenue composition for 2024 is projected as follows: 96.86% from food manufacturing, 3.05% from computing services, and 0.09% from other businesses [1] Group 2 - As of the latest report, Lianhua Holdings has a market capitalization of 10.5 billion RMB [2]

Core Viewpoint - Lianhua Holdings has signed a product sales contract with EⅫ Company for the provision of 4,000 accelerator cards, with a total contract value of 200 million yuan [1] Group 1 - The contract stipulates that the first payment, amounting to 60% of the total contract value, has been made, totaling 120 million yuan [1] - As of now, the products have not yet been delivered [1]

Core Viewpoint - Lianhua Holdings (600186.SH) announced a contract with EⅫ Company for the sale of 4,000 accelerator cards, with a total contract value of 200 million yuan [1] Group 1: Contract Details - The contract was signed between Lianhua Holdings' subsidiary, Zhejiang Lianhua Zixing Intelligent Computing Technology Co., Ltd. (referred to as "Lianhua Zixing"), and EⅫ Company [1] - The first payment of the contract, amounting to 60% of the total value, has been made, totaling 120 million yuan [1] - As of now, the products have not yet been delivered [1]

证券代码：600186 证券简称：莲花控股 公告编号：2025-099 莲花控股股份有限公司 关于控股孙公司签订采购合同的公告 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： 经第九届董事会第三十六次会议审议通过，莲花控股股份有限公司（以 下简称"公司"）控股孙公司浙江莲花紫星智算科技有限公司（以下简称"莲花 紫星"）与 EⅫ公司签署《产品销售合同》（以下简称"本合同"）。经双方确 认，EⅫ公司向莲花紫星提供 4,000 块加速卡产品及服务，合同总价为人民币 2 亿元。 风险提示： 1、 根据合同约定，本合同第一期货款为合同总金额的 60%，公司已支付第 一期货款 1.2 亿元，截至目前产品尚未交付。本合同在履行过程中，存在法律、 法规、政策、技术、市场等方面不确定性或风险，若合同无法正常履行，存在大 额预付款无法收回的风险。敬请广大投资者注意投资风险。 2、 截至本公告披露日，公司未签订相关算力租赁合同，此次采购产品能否 实现对外租赁存在不确定性。敬请广大投资者注意投资风险。 3、 莲花紫星若取消订单、中止履 ...

Core Viewpoint - Lianhua Holdings has signed a product sales contract with EⅫ Company for the provision of 4,000 accelerator cards, totaling 200 million yuan, aimed at enhancing the market competitiveness of its subsidiary, Lianhua Zixing [1] Group 1 - Lianhua Holdings announced that its subsidiary, Lianhua Zixing, will receive 4,000 accelerator cards and services from EⅫ Company [1] - The total contract value is 200 million yuan, with the first payment amounting to 60% of the total, which is 120 million yuan [1] - As of now, the products have not yet been delivered [1]