Group 1 - The company *ST Yedao (SH 600238) announced on July 30 that its 47th meeting of the 8th board of directors was held, discussing the proposal to provide mortgage guarantees for bank loans to its subsidiaries [2] - For the year 2024, the company's revenue composition is as follows: liquor revenue accounts for 72.69%, specialty food and beverage accounts for 25.69%, and other businesses account for 1.62% [2]

证券代码：600238 证券简称：*ST 椰岛 公告编号：2025-026 海南椰岛（集团）股份有限公司 关于为下属公司提供资产抵押担保的公告 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： 担保对象及基本情况 | | | 被担保人名称 | | 海南椰岛电子商务有限公司 | | | --- | --- | --- | --- | --- | --- | | | | 本次担保金额 | 1000 | 万元 | | | 担 保 象 | 对 | 实际为其提供的担保余额 | 1500 | 万元 | | | | | 是否在前期预计额度内 | □是 | □否 | 不适用：_________ | | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 9,126.80 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | ...

海南椰岛（集团）股份有限公司（以下简称"公司"）董事会于 2025 年 7 月 28 日向全体董事通过电子通讯等方式发出了会议通知和会议材料。本次会议 于 2025 年 7 月 30 日以现场结合通讯表决方式召开。 会议应出席董事 9 人，实际出席董事 9 人，会议由段守奇董事长主持。会议 的召集、召开符合法律、行政法规、部门规章、规范性文件和公司章程的有关规 定。 二、董事会会议审议情况 证券代码：600238 证券简称：*ST 椰岛 公告编号：2025-025 海南椰岛（集团）股份有限公司 第八届董事会第四十七次会议决议公告 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个别及连带责任。 一、会议召开情况 （一）审议通过了《关于为下属公司银行贷款提供抵押担保的议案》 （9 票同意，0 票反对，0 票弃权） 根据下属公司经营需要，公司同意为下属公司海南椰岛电子商务有限公司向 银行申请的 1,000 万元贷款提供资产抵押担保（详见 2025-026 号公告）。 董事会授权公司经营层与银行签订本次贷款相关合同,并办理本次贷款抵押 事项。此 ...

从资金流向上来看，当日非白酒板块主力资金净流出7649.92万元，游资资金净流出6309.61万元，散户资 金净流入1.4亿元。非白酒板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600238 | *ST椰岛 | 1211.33万 | 7.45% | -543.30万 | -3.34% | -668.03万 | -4.11% | | 600543 | 莫高股份 | 126.70万 | 2.46% | 142.10万 | 2.76% | -268.80万 | -5.22% | | 601579 | 会稽山 | 114.55万 | 0.91% | -151.38万 | -1.20% | - 36.83万 | 0.29% | | 002461 | 珠江啤酒 | 87.87万 | 0.80% | -821.37万 | -7.49% | 733.50万 | 6.69% | | 000752 | S ...

Market Overview - The Shanghai Composite Index closed at 3628.53 points, up 0.52%, while the Shenzhen Component Index closed at 11283.18 points, down 0.06%. The ChiNext Index and the STAR Market 50 Index both experienced declines of 0.71% and 0.22% respectively [1] - Among the tradable A-shares, 2047 stocks rose, accounting for 38.01%, while 3118 stocks fell, and 220 stocks remained flat [1] Top Gainers and Sectors - The sectors with the most stocks hitting the daily limit include pharmaceuticals and biology (7 stocks), machinery equipment (4 stocks), and media (3 stocks) [1] - Notable stocks that hit the daily limit include *ST Yedao and *ST Huamei, both classified as ST stocks [1] Trading Activity - Xizang Tourism has recorded 8 consecutive daily limit-ups, the highest among all stocks [1] - The stock with the highest limit-up order volume is Caesar Travel, with 65.05 million shares, followed by Antai Group and Xining Special Steel with 57.95 million and 56.44 million shares respectively [1] - In terms of order value, Wangli Security, Yingweike, and Ciweng Media had the highest limit-up order funds, amounting to 466.97 million, 450.28 million, and 446.68 million yuan respectively [1] Detailed Stock Data - A detailed list of stocks hitting the daily limit includes: - Wangli Security: Closing price 11.75 yuan, turnover rate 0.64%, limit-up order volume 39.74 million shares, order value 466.97 million yuan, industry: light industry manufacturing [1] - Yingweike: Closing price 36.55 yuan, turnover rate 8.04%, limit-up order volume 12.32 million shares, order value 450.28 million yuan, industry: machinery equipment [1] - Ciweng Media: Closing price 8.58 yuan, turnover rate 17.08%, limit-up order volume 52.06 million shares, order value 446.68 million yuan, industry: media [1] - Other notable stocks include East Cheng Pharmaceutical, Huaren Shuanghe, and Xining Special Steel, all showing significant trading activity [1][2]

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 688766 | 普冉股 | 7.79 | 5.03 | 64.60 | 68.94 | 6.72 | | | 份 | | | | | | | 300679 | 电连技 术 | 8.00 | 4.36 | 47.49 | 50.50 | 6.34 | | 300045 | 华力创 | 6.25 | 8.30 | 20.24 | 21.25 | 4.99 | | | 通 | | | | | | | 600238 | *ST椰岛 | 4.93 | 3.25 | 7.03 | 7.23 | 2.85 | | 300761 | 立华股 | 2.54 | 0.92 | 19.35 | 19.79 | 2.29 | | | 份 | | | | | | | 000703 | 恒逸石 化 | 2.13 | 0.30 | 6.09 | 6.22 | 2.09 | | ...

Core Insights - *ST Yedao (600238) closed at 6.89 yuan on July 29, 2025, with a 2.07% increase and a turnover rate of 4.68% [1] - The company reported a total revenue of 44.27 million yuan for Q1 2025, a year-on-year decrease of 18.47%, while net profit attributable to shareholders was 6.51 million yuan, a year-on-year increase of 13.05% [1] Financial Performance - Total revenue for Q1 2025: 44.27 million yuan, down 18.47% year-on-year [1] - Net profit attributable to shareholders: 6.51 million yuan, up 13.05% year-on-year [1] - Non-recurring net profit: 6.68 million yuan, up 14.24% year-on-year [1] - Current ratio: 0.805, quick ratio: 0.329, debt-to-asset ratio: 84.90% [1] Market Activity - Main capital inflow: 10.9974 million yuan, accounting for 7.53% of transaction volume [1] - Large single net inflow: 5.1938 million yuan, accounting for 3.55% of transaction volume [1] - Small single net outflow: 10.6925 million yuan, accounting for 7.32% of transaction volume [1] Company Overview - Hainan Yedao (Group) Co., Ltd. was established in 1992 and is located in Haikou City, primarily engaged in the manufacturing of liquor, beverages, and refined tea [2] - The company has invested in 86 enterprises and participated in 60 bidding projects [2] - The company holds 395 trademark registrations and 62 patents, along with 143 administrative licenses [2]

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 3595.19 points, remaining above the annual line, indicating mixed investor sentiment in the market [1] Group 1: Market Performance - The A-share total trading volume reached 1,145.862 billion yuan today [1] - The Shanghai Composite Index experienced a change of -0.08% [1] Group 2: Stocks Breaking Annual Line - A total of 11 A-shares have surpassed the annual line today, with notable stocks including Sinochem International, Blue Arrow Electronics, and I Love My Home, showing significant deviation rates of 8.45%, 2.76%, and 2.71% respectively [1] - Other stocks like Wanli Stone, CITIC Offshore, and Puri Eye Hospital have just crossed the annual line with smaller deviation rates [1] Group 3: Stock Deviation Rate Rankings - The top three stocks with the highest deviation rates are: 1. Sinochem International (10.10% increase, deviation rate 8.45%) 2. Blue Arrow Electronics (2.94% increase, deviation rate 2.76%) 3. I Love My Home (2.88% increase, deviation rate 2.71%) [1] - Additional stocks with notable performance include: - Empire Laser (2.60% increase, deviation rate 2.34%) - Guangfeng Technology (3.31% increase, deviation rate 1.97%) [1]

Market Performance - The Hainan Free Trade Zone concept index declined by 1.76%, ranking among the top declines in concept sectors as of July 28 [1] - Within the sector, companies such as Caesar Travel, Hainan Development, and Hainan Ruize experienced significant declines, while a few stocks like *ST Yedao, Kangzhi Pharmaceutical, and *ST Shuangcheng saw increases of 4.49%, 4.34%, and 1.56% respectively [1] Capital Flow - The Hainan Free Trade Zone concept saw a net outflow of 724 million yuan from major funds today, with 20 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 50 million yuan [2] - The stock with the highest net outflow was Caesar Travel, with a net outflow of 188 million yuan, followed by HNA Holding and Hainan Ruize with outflows of 132 million yuan and 75 million yuan respectively [2] Stock Performance - The top stocks with net outflows in the Hainan Free Trade Zone concept included: - Caesar Travel: -7.05% with a turnover rate of 21.89% and a net outflow of 187.57 million yuan - HNA Holding: -3.75% with a turnover rate of 2.54% and a net outflow of 132.31 million yuan - Hainan Ruize: -5.62% with a turnover rate of 13.04% and a net outflow of 75.27 million yuan [3]

Group 1 - The beverage manufacturing sector in A-shares is experiencing a volatile correction, with significant declines in stock prices [1] - Huangshi Group has seen a nearly 7% drop, while Zhuangyuan Dairy has fallen over 5.5% [1] - Other companies such as New Dairy, Knight Dairy, Beingmate, and *ST Yedao have also experienced declines [1]