证券日报网讯9月2日晚间，莲花控股（600186）发布公告称，2025年8月份，公司以集中竞价交易方式 已累计回购股份0股，占公司总股本的0%。 ...

格隆汇9月2日丨莲花控股(600186.SH)公布，2025年8月，公司以集中竞价交易方式已累计回购股份0 股，占公司总股本的0%，支付总金额为0.00元（不含交易费用）。截至2025年8月31日，公司以集中竞 价交易方式累计回购公司股份数量为24,967,600股，占公司目前总股本的比例为1.39%，成交最高价为 6.05元/股，成交最低价为4.29元/股，支付总金额为人民币124,849,586.63元（不含交易费用）。 ...

关于以集中竞价交易方式回购公司股份的进展公告 证券代码：600186 证券简称：莲花控股 公告编号：2025-069 莲花控股股份有限公司 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： | 回购方案首次披露日 | 2024/10/31 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 10 月 | 10 | 月 | 30 | 日~2025 | 年 | 29 日 | | 预计回购金额 | 11,000万元~15,000万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | | □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 24,967,600股 | | | | | | | | 累计已回购股数占总股本比例 | 1.39% | | | ...

证券代码：600186 证券简称：莲花控股 公告编号：2025-070 1.名称：嘉兴莲花东证华泽股权投资合伙企业（有限合伙） 1 2.主要经营场所：浙江省嘉兴市南湖区东栅街道南江路 1856 号基金小镇 1 号楼 212 室-40 3.统一社会信用代码：91330402MAERDTKW6U 4.出资额：伍亿元整 莲花控股股份有限公司 关于与专业投资机构共同投资设立产业基金完成工 商注册登记的公告 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。 为进一步推动莲花控股股份有限公司（以下简称"公司"）战略发展，借助 专业投资机构的资源和优势，为公司培育和储备增长点，在不影响公司日常经营 和发展以及有效控制投资风险的前提下，公司拟与上海东方证券资本投资有限公 司（专业投资机构，以下简称"东证资本"）共同投资设立产业基金。产业基金 总规模为50,000.00万元，东证资本作为普通合伙人认缴出资额15,000.00万元， 出资占比 30.00%；公司作为有限合伙人以自有资金认缴出资额 35,000.00 万元， 出资占比 70.00%。 ...

Core Insights - The company has established an industrial fund in collaboration with Shanghai Dongzheng Securities Capital Investment Co., Ltd, which has completed its business registration [1] - The total scale of the industrial fund is 500 million yuan, with Dongzheng Capital contributing 150 million yuan (30%) as the general partner, while the company contributes 350 million yuan (70%) as a limited partner [1] - The fund has obtained its business license and is named Jiaxing Lianhua Dongzheng Huaze Equity Investment Partnership (Limited Partnership), with its main operating location in Nanhu District, Jiaxing City, Zhejiang Province, and was established on July 24, 2025 [1]

莲花控股股份有限公司 2025 年第三次临时股东大会 会议资料 二〇二五年九月十六日 莲花控股股份有限公司 2025 年第三次临时股东大会会议资料 莲花控股股份有限公司 2025 年第三次临时股东大会会议议程 一、 召开会议的基本情况 (一) 股东大会类型和届次 2025 年第三次临时股东大会 (二) 股东大会召集人：董事会 (三) 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票 相结合的方式 至2025 年 9 月 16 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为 股东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00； 通过互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 16 日 15 点 00 分 召开地点：河南省项城市颍河路 18 号公司会议室 (五) 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 16 日 (六) 融资融券、转融通、约定购 ...

Market Overview - The seasoning and fermentation sector experienced a decline of 0.89% on September 2, with Lianhua Holdings leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - Jialong Co. (002495) closed at 2.75, up 1.48% with a trading volume of 349,100 shares and a turnover of approximately 94.99 million yuan [1] - Hengshun Vinegar (600305) remained unchanged at 8.34 with a trading volume of 169,300 shares and a turnover of approximately 141 million yuan [1] - Zhongju Gaoxin (600872) closed at 19.12, down 0.42% with a trading volume of 151,600 shares and a turnover of approximately 290 million yuan [1] - Other notable declines include Tianwei Food (603317) down 0.91% and Fuling Mustard (002507) down 0.97% [1] Capital Flow Analysis - The seasoning and fermentation sector saw a net outflow of 272 million yuan from institutional investors, while retail investors had a net inflow of 297 million yuan [2] - The capital flow for individual stocks indicates significant outflows for Lianhua Holdings (-5.51 million yuan) and Hengshun Vinegar (-13.41 million yuan), while retail investors showed positive inflows for several stocks including Tianwei Food and Fuling Mustard [3]

Market Overview - The seasoning and fermentation sector experienced a slight decline of 0.14% on September 1, with ST Jia Jia leading the drop [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Stock Performance - Notable gainers in the seasoning and fermentation sector included: - Lianhua Holdings (600186) with a closing price of 6.55, up 4.80% [1] - Anji Food (603696) with a closing price of 13.40, up 2.37% [1] - Shengjing Food (300908) with a closing price of 32.26, up 1.86% [1] - Conversely, ST Jia Jia (002650) saw a significant decline of 4.96%, closing at 6.52 [2] Trading Volume and Capital Flow - The total trading volume for the seasoning and fermentation sector showed a net outflow of 455.27 million yuan from institutional investors, while retail investors experienced a net outflow of 5194.13 million yuan [2] - Notable capital inflows from speculative funds amounted to 5649.4 million yuan [2] Individual Stock Capital Flow - Lianhua Holdings (600186) had a net inflow of 73.80 million yuan from institutional investors, while retail investors saw a net outflow of 54.49 million yuan [3] - Anji Yeast (600298) reported a net inflow of 40.97 million yuan from institutional investors, with retail investors experiencing a net outflow of 30.89 million yuan [3] - Hai Tian Flavor (603288) had a net outflow of 6.06 million yuan from institutional investors, while speculative funds saw a slight inflow of 534.59 million yuan [3]

Group 1 - The Shanghai Composite Index closed at 3872.93 points, above the six-month moving average, with a gain of 0.39% [1] - The total trading volume of A-shares reached 228.56 billion yuan [1] - A total of 76 A-shares have surpassed the six-month moving average today, with notable stocks including Sanjiang Shopping, Jinyun Laser, and Kexin Machinery, showing divergence rates of 7.87%, 5.15%, and 5.13% respectively [1] Group 2 - The stocks with the highest divergence rates from the six-month moving average include: - Sanjiang Shopping: 10.03% increase, 4.63% turnover rate, latest price 11.96 yuan, divergence rate 7.87% [1] - Jinyun Laser: 6.03% increase, 6.89% turnover rate, latest price 17.76 yuan, divergence rate 5.15% [1] - Kexin Machinery: 5.96% increase, 12.01% turnover rate, latest price 13.51 yuan, divergence rate 5.13% [1] - Other notable stocks with smaller divergence rates include: - Sanbian Technology, Shanghai Ailu, and George White, which have just crossed the six-month moving average [1]

Core Insights - The company reported a revenue of 1.621 billion yuan for the first half of 2025, representing a year-on-year growth of 32.68% and a net profit attributable to shareholders of 161 million yuan, up 60.01% year-on-year [1] - In Q2 2025, the company achieved a revenue of 827 million yuan, with a year-on-year increase of 28.13%, and a net profit of 60 million yuan, reflecting a growth of 16.92% year-on-year [1] Revenue Breakdown - By product in Q2 2025, revenue from various segments was as follows: - Amino acid seasonings (5.34 million yuan, +9.81%) - Compound seasonings (1.10 million yuan, +46.54%) - Computing services (0.26 million yuan, +88.30%) - Flour and flour products (0.25 million yuan, -14.08%) - Organic fertilizers and water-soluble fertilizers (0.11 million yuan, +9.96%) - Water company products (0.14 million yuan, +8.77%) - Soy sauce and other liquid seasonings (0.44 million yuan, +2269.90%) - Others (0.58 million yuan, +269.58%) [2] - By channel in Q2 2025, online and offline revenues were 1.09 billion yuan (+204.03%) and 7.12 billion yuan (+16.99%), respectively [2] - By region in Q2 2025, revenues were as follows: - North China (0.84 billion yuan, +38.19%) - East China (1.08 billion yuan, +7.67%) - South China (0.98 billion yuan, -1.19%) - West China (0.99 billion yuan, +5.07%) - Central China (2.86 billion yuan, +39.51%) - Overseas (1.45 billion yuan, +72.84%) [2] - As of the end of Q2 2025, the number of distributors in various regions increased as follows: - North China (433, +4) - East China (553, +31) - South China (484, +12) - West China (471, +16) - Central China (850, +28) - Overseas (244, +5) [2] Profitability Metrics - In Q2 2025, the company's gross margin was 25.81%, an increase of 3.56 percentage points year-on-year. The sales expense ratio, management expense ratio, R&D expense ratio, and financial expense ratio were 9.21% (+4.33), 3.31% (-0.48), 1.20% (-0.10), and 0.60% (+0.30) respectively. The net profit margin decreased by 1.27 percentage points to 6.76% [3] Profit Forecast and Investment Rating - The company adjusted its net profit forecast for 2025-2027 to 265 million yuan, 340 million yuan, and 422 million yuan, reflecting year-on-year growth rates of 30.67%, 28.29%, and 24.31%, respectively. The corresponding price-to-earnings ratios are 43.51x, 33.92x, and 27.28x. The investment rating is maintained at "Buy" [3]