Market Overview - The beverage and dairy sector experienced a decline of 0.67% on July 29, with Tianrun Dairy leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Sunshine Dairy (001318) saw a significant increase of 9.98%, closing at 14.99 with a trading volume of 336,600 shares and a turnover of 498 million yuan [1] - Knight Dairy (832786) rose by 5.05%, closing at 11.64 with a trading volume of 568,400 shares and a turnover of 715 million yuan [1] - Other notable performers included BeiYinMei (002570) with a 3.54% increase, closing at 6.72, and Huangshi Group (002329) with a 2.07% increase, closing at 3.94 [1] Capital Flow - The beverage and dairy sector saw a net outflow of 736 million yuan from institutional investors, while retail investors contributed a net inflow of 653 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors remained active [2] Individual Stock Capital Flow - Sunshine Dairy (001318) experienced a net inflow of 1.09 billion yuan from institutional investors, but a net outflow of 68.84 million yuan from speculative funds [3] - Dongpeng Beverage (605499) had a net inflow of 32.08 million yuan from institutional investors, while experiencing a net outflow of 40.64 million yuan from speculative funds [3] - Light Industry (600597) saw a net inflow of 17.12 million yuan from institutional investors, with a net outflow of 8.03 million yuan from speculative funds [3]

证券代码：600189 证券简称：泉阳泉 公告编号：临 2025—031 吉林泉阳泉股份有限公司 | 序号 | 产品 | 金额 | | 购买日 | | | | 到期日 | | | 年化收益率 | 产品 | | 取得 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名称 | （万元） | | | | | | | | | （未扣除交易费用） | 期限 | | 收益 | | 1 | GC028 | 4,999.00 | 2025 | 年 07 | 月 | 07 日 | 2025 | 年 08 | 月 | 04 日 | 1.55% | 28 | 天 | 尚未 | | | | | | | | | | | | | | | | 到期 | 特此公告。 吉林泉阳泉股份有限公司 二〇二五年七月二十九日 关于使用暂时闲置自有资金购买国债逆回购的 进展公告 本公司、董事会全体成员及相关股东保证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、准确和完整承担法律责任。 ...

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 3468.65 points, down by 0.11%, while the total trading volume reached 584.993 billion yuan, indicating a mixed performance in the market [1]. Group 1: Market Performance - As of 10:29 AM, the Shanghai Composite Index is at 3468.65 points, with a decrease of 0.11% [1]. - The total trading volume in the A-share market is 584.993 billion yuan [1]. Group 2: Stocks Breaking the Annual Line - A total of 46 A-shares have surpassed the annual line today, with notable stocks including Guotou Zhonglu, Jigaofazhan, and Huate Gas, showing significant deviation rates of 8.45%, 6.51%, and 4.34% respectively [1]. - Stocks with smaller deviation rates that have just crossed the annual line include Pudong Jinqiao, Hengli Petrochemical, and Zhenyou Technology [1]. Group 3: Top Stocks by Deviation Rate - The top three stocks with the highest deviation rates are: - Guotou Zhonglu (Code: 600962) with a price increase of 9.98% and a deviation rate of 8.45% [1]. - Jigaofazhan (Code: 600807) with a price increase of 10.16% and a deviation rate of 6.51% [1]. - Huate Gas (Code: 688268) with a price increase of 4.36% and a deviation rate of 4.34% [1]. Group 4: Additional Stocks with Positive Performance - Other notable stocks with positive performance include: - Jingtou Fazhan (Code: 600683) with a price increase of 4.39% and a deviation rate of 2.45% [1]. - Huaihe Energy (Code: 600575) with a price increase of 2.23% and a deviation rate of 1.96% [1]. - ST Gaosi (Code: 002848) with a price increase of 2.88% and a deviation rate of 1.65% [1]. Group 5: Stocks with Lower Deviation Rates - Stocks with lower deviation rates that have recently crossed the annual line include: - Qianyuan Qian (Code: 600189) with a price increase of 1.80% and a deviation rate of 0.82% [2]. - Sifang Stock (Code: 601126) with a price increase of 0.79% and a deviation rate of 0.72% [2]. - Wentai Technology (Code: 600745) with a price increase of 0.94% and a deviation rate of 0.66% [2].

Core Insights - Birch sap is emerging as a new trend in the beverage industry, attracting major players like Huiyuan and Diao Yao to enter the market [1][2] - The industry is experiencing rapid growth, with a significant increase in search interest and product offerings, but faces challenges such as quality inconsistency and misleading advertising [3][9] Company Developments - Huiyuan has launched NFC (Not From Concentrate) birch sap, sourced from its own forest management company, priced at approximately 5.99 yuan per 200ml bottle [2][5] - Diao Yao has introduced birch sap soda, leveraging a unique product form to differentiate itself in a market with limited offerings [3][4] - The birch sap market is seeing a variety of brands, including Lin Yuan Chun and Quan Yang Quan, with Lin Yuan Chun reportedly selling nearly 100 million yuan worth of product in four months [3][10] Industry Trends - The birch sap sector is currently characterized as having "categories without brands," indicating a lack of dominant market leaders despite consumer awareness of the product category [4][9] - The introduction of the "Natural Birch Sap" group standard aims to regulate the industry, addressing issues of quality and misleading claims [9][10] - Prices for birch sap products are decreasing, with some brands reducing prices compared to earlier this year, indicating a competitive market environment [11]

Core Viewpoint - The announcement details the pledge of shares by major shareholders and directors of Jilin Quanyangquan Co., Ltd., indicating significant financial maneuvers for personal financial needs. Share Pledge Situation - As of the announcement date, Jilin Quanyangquan Co., Ltd. has pledged 14,120,000 shares, which accounts for 33.42% of the shares held by the pledging party and 1.97% of the total share capital of the company [1][2]. - Cumulatively, the total pledged shares amount to 31,720,000, representing 75.08% of the shares held by the pledging party and 4.44% of the company's total share capital [1][2]. Shareholder Information - Major shareholders, Zhao Zhihua and his associate Chen Aili, hold a combined total of 43,652,360 shares, which is 6.10% of the total share capital of the company [1][4]. - After the current pledge, Zhao Zhihua and Chen Aili have pledged a total of 31,720,000 shares, which is 72.67% of their total holdings and 4.44% of the company's total share capital [1][4]. Purpose of Pledge - The purpose of the share pledge by Zhao Zhihua is stated to be for personal financial needs [4].

证券代码：600189 证券简称：泉阳泉 公告编号：临 2025-029 吉林泉阳泉股份有限公司 关于收到政府补助的公告 ●收到政府补助金额为：11,474,114.40 元； 本公司及董事会全体成员保证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、准确和完整承担法律责任。 重要内容提示： ●对当期损益的影响：根据《企业会计准则第 16 号—政府补助》相关规定， 本次收到的补助属于与企业日常活动相关的政府补助，按性质分类为与收益相关 的政府补助，计入"其他收益"科目进行核算，具体会计处理以会计师年度审计 确认后的结果为准。 一、收到补助的基本情况 （一）收到补助概况 吉林泉阳泉股份有限公司（以下简称"公司"）于2025年6月24日收到与收 益相关的政府补助资金11,474,114.40元，占公司最近一期经审计净利润的 186.84%。 1 二、补助的类型及其对公司的影响 根据《企业会计准则第16号—政府补助》相关规定，本次收到的补助属于与 企业日常活动相关的政府补助，按性质分类为与收益相关的政府补助，计入"其 他收益"科目进行核算，具体会计处理以会计师年度审计确认后的结果为准。 特此 ...

重要内容提示: ●截至本公告披露日，吉林泉阳泉股份有限公司（以下简称"公司"）持股 5%以上股东、董事赵志华持有公司42,246,094股股份，占公司总股本比例5.91%。 本次质押14,120,000股股份，占其持有公司股份的33.42%，占公司总股本的1.97%； 累计质押公司股份31,720,000股（含本次），占其持有公司股份的75.08%，占公 司总股本的4.44%。 ●截至本公告披露日，公司持股5%以上股东、董事赵志华及其一致行动人陈 爱莉共持有公司股份43,652,360股，占公司总股本比例6.10%。本次股份质押后， 赵志华及其一致行动人陈爱莉累计质押公司股份31,720,000股（含本次），占其 合计持有公司股份总数的72.67%，占公司总股本的4.44%。 2025 年 6 月 25 日，公司接到持股 5%以上股东、董事赵志华的通知，赵志华 因个人财务需求将其持有的本公司 14,120,000 股股份质押给华夏银行股份有限 公司苏州分行。质押登记日为 2025 年 6 月 24 日。具体情况公告如下： 一、股份质押情况 证券代码：600189 证券简称：泉阳泉 公告编号：临 2025—03 ...

证券代码：600189 证券简称：泉阳泉 公告编号：2025-028 吉林泉阳泉股份有限公司 关于持股 5%以上股东、董事持有股份 解除冻结的公告 一、股份解除司法冻结情况 | 占其所持股份比例（%） | 1.065 | | --- | --- | | 占公司总股本比例（%） | 0.063 | | 解除冻结时间 | 2025 年 6 月 16 日 | | 剩余被冻结股份数量（股） | 0 | | 剩余被冻结股份数量占其所持股份比例（%） | 0 | | 剩余被冻结股份数量占公司总股本比例（%） | 0 | 二、其他说明 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或重大遗漏，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： ●截至本公告披露日，吉林泉阳泉股份有限公司（以下简称"公司"）持股 5%以上股东、董事赵志华持有公司 42,246,094 股股份，占公司总股本的 5.907%。 ●赵志华本次解除司法冻结 450,000 股股份，占其持有的股份比例为 1.065%， 占公司总股本的比例为 0.063%；其所持公司股份已全部解除冻结状态。 ●赵志华不属于公 ...

吉林泉阳泉股份有限公司 证券代码：600189 证券简称：泉阳泉 公告编号：2025-028 二、其他说明 关于持股 5%以上股东、董事持有股份 解除冻结的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或重大遗漏，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： ●截至本公告披露日，吉林泉阳泉股份有限公司（以下简称"公司"）持股 ●赵志华本次解除司法冻结 450,000 股股份，占其持有的股份比例为 1.065%， 占公司总股本的比例为 0.063%；其所持公司股份已全部解除冻结状态。 ●赵志华不属于公司控股股东或控股股东的一致行动人，其持有股份解除冻 结事项不会导致公司实际控制权发生变化；赵志华持有股份解除冻结事项不会对 公司日常经营与管理造成影响。 近日，公司通过中国登记结算有限公司上海分公司查询系统获知：持股 5% 以上股东、董事赵志华所持公司 450,000 股股份已解除冻结，现将具体情况公告 如下： 一、股份解除司法冻结情况 | 股东名称 | 赵志华 | | | | | | --- | --- | --- | --- | --- | --- | ...

变更后的注册地址：长春市朝阳区延安大街 1399 号 除上述信息变更外，《营业执照》记载的其他登记事项未发生变更。 特此公告。 吉林泉阳泉股份有限公司 二〇二五年六月十二日 证券代码：600189 证券简称：泉阳泉 公告编号：临 2025—027 吉林泉阳泉股份有限公司 关于变更注册地址并换取新营业执照的公告 本公司及董事会全体成员保证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、准确和完整承担法律责任。 吉林泉阳泉股份有限公司（以下简称"公司"）因实际经营发展需要，已于 近日变更了公司注册地址，并已完成工商变更登记手续，取得了由吉林省市场监 督管理厅换发的《营业执照》，新《营业执照》的变更信息如下： 原注册地址：长春市硅谷大街 4000 号 ...