证券之星消息，8月21日调味发酵品板块较上一交易日上涨0.51%，安记食品领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。调味发酵品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603696 | 安记食品 | 12.13 | 3.94% | 30.93万 | 3.67亿 | | 300908 | 仲景食品 | 32.19 | 1.64% | 4.85万 | 1.56亿 | | 600298 | 安頂酵母 | 39.59 | 1.51% | 19.14万 | 7.58亿 | | 603288 | 海天味业 | 39.75 | 0.66% | 18.98万 | 7.54亿 | | 002650 | ST加加 | 6.10 | 0.33% | 6.62万 | 4031.38万 | | 600305 | 恒顺醋业 | 8.24 | 0.12% | 20.01万 | 1.65亿 | | 603027 | 千禾味业 | 12.4 ...

Core Viewpoint - The article emphasizes the importance of digital transformation in the food industry as a response to rapid changes in the industry environment and market demand, highlighting the role of technology in upgrading traditional manufacturing [1]. Group 1: Industry Insights - The food industry is recognized as a pillar of the national economy and is undergoing significant transformation driven by digitalization [1]. - The transformation includes advancements from lighthouse factories to synthetic biology, enhancing processes and efficiency, and fostering personalized product innovation [1]. - The food industry serves as a typical case of the transformation and upgrading of traditional manufacturing in China [1]. Group 2: Event Details - The event titled "Finding New Engines: Intelligent Manufacturing Leap of Traditional Industries" will feature discussions with industry leaders, including executives from Hai Tian Flavoring and Angel Yeast [1]. - Special guests from the investment sector, including the ETF Investment Director from Fortune Fund and the Chief Analyst for Food and Beverage from Guolian Minsheng Securities, will engage in interactive discussions with listed company representatives [1]. - The live event will be available on the Yicai website and app on August 22, 2025, at 15:00 [2].

邀请海天味业、安琪酵母高管，探讨在新的行业格局下，如何培养消费新业态、新模式、新产品。同时 邀请富国基金和国联民生证券专家，为投资者提供多视角的产业与投资分析框架。 本期节目以"寻找新引擎 传统产业的智造跃迁"为主题，邀请海天味业副总裁黄树亮、安琪酵母研究院 院长张彦探讨在新的行业格局下，如何培养消费新业态、新模式、新产品。同时，富国基金量化投资部 ETF投资总监王乐乐、国联民生证券食品饮料首席分析师刘景瑜也将作为特邀嘉宾，与上市公司嘉宾进 行互动交流。 此次活动实况记录将于2025年8月22日15:00在第一财经官网/APP同步上线，敬请期待。 直播链接：https://yicai.smgbb.cn/live/102783435.html 为更好服务于中国资本市场深化改革，强化"投融两端同频共振"，上海证券交易所联合第一财经发起 《价值与投资》，践行理性投资、价值投资、长期投资理念，强化央国企、科创板企业等上市公司的示 范效应，深化买方机构与指数公司的专业赋能，为上市公司搭建精准传递投资价值的专业平台，更为投 资者提供"听得懂、信得过"的投资逻辑。 作为国民经济的支柱产业和基础民生产业，食品工业在行业环境和 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [6] Core Views - The company reported a total revenue of 7.899 billion yuan for H1 2025, representing a year-on-year increase of 10.1%. The net profit attributable to shareholders was 799 million yuan, up 15.66% year-on-year, while the net profit excluding non-recurring items was 742 million yuan, reflecting a 24.49% increase [2][4] - In Q2 2025, the total revenue reached 4.105 billion yuan, with a year-on-year growth of 11.19%. The net profit attributable to shareholders was 429 million yuan, an increase of 15.35%, and the net profit excluding non-recurring items was 405 million yuan, up 34.39% [2][4] - The company experienced a significant increase in gross profit margin, which rose by 1.8 percentage points to 26.09% in H1 2025, attributed to the decline in core raw material prices [10] - The company is expected to see a gradual increase in profit elasticity due to cost benefits from falling sugar molasses prices, with projections for net profit attributable to shareholders of 1.633 billion yuan, 1.897 billion yuan, and 2.143 billion yuan for 2025, 2026, and 2027 respectively [10] Summary by Sections Financial Performance - For H1 2025, the company achieved total revenue of 78.99 billion yuan, a 10.1% increase year-on-year, and a net profit of 7.99 billion yuan, up 15.66% [2][4] - The Q2 2025 results showed total revenue of 41.05 billion yuan, a year-on-year increase of 11.19%, with net profit reaching 4.29 billion yuan, a 15.35% increase [2][4] Regional and Business Performance - Domestic revenue for H1 2025 was 44.04 billion yuan, a 2.07% increase year-on-year, while international revenue was 34.62 billion yuan, reflecting a 22.6% increase [10] - The revenue from yeast and deep processing products was 57.54 billion yuan, up 12.38% year-on-year, while sugar products revenue decreased by 34.64% [10] Profitability and Future Outlook - The company’s net profit margin improved by 0.49 percentage points to 10.12% in H1 2025, with expectations for continued profitability improvement driven by cost reductions [10] - The company is planning to expand its yeast protein production capacity, which is expected to generate effective orders starting in 2026 [10]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600298 证券简称：安琪酵母 公告编号：2025-078号 安琪酵母股份有限公司 2025年半年度业绩说明会召开情况的公告 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。 安琪酵母股份有限公司（以下简称公司）于2025年8月19日（星期二）9:30-10:30在上海证券交易所上证 路演中心（网址：http://roadshow.sseinfo.com/），以视频直播和网络文字互动方式召开了2025年半年度 业绩说明会。关于本次业绩说明会的召开事项，详见公司于2025年8月12日在上海证券交易所网站 （www.sse.com.cn）上披露的《安琪酵母股份有限公司关于召开2025年半年度业绩说明会的公告》 （2025-071号）。现将召开情况公告如下： 问题2：管理层好，请问如何看待上半年业绩，国内个位数增长，国外取得双位数增长，未来预期如 何？国内消费环境会更差吗？海外收入增速能否持续？ 一、业绩说明会召开情况 2025年8月19日，公司董事长熊涛、总经理肖明华、独 ...

证券代码：600298 证券简称：安琪酵母 公告编号：2025-078 号 安琪酵母股份有限公司 2025 年半年度业绩说明会召开情况的公告 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。 安琪酵母股份有限公司（以下简称公司）于 2025 年 8 月 19 日（星期二）9:30-10:30 在上海证券交易所上证路演中心（网 址：http://roadshow.sseinfo.com/），以视频直播和网络文字 互动方式召开了 2025 年半年度业绩说明会。关于本次业绩说明 会的召开事项，详见公司于 2025 年 8 月 12 日在上海证券交易所 网站（www.sse.com.cn）上披露的《安琪酵母股份有限公司关于 召开 2025 年半年度业绩说明会的公告》（2025-071 号）。现将 召开情况公告如下： 一、业绩说明会召开情况 2025 年 8 月 19 日，公司董事长熊涛、总经理肖明华、独立 董事涂娟、董事会秘书高路、财务负责人姜德玉出席了本次业绩 说明会，与投资者进行互动交流和沟通，就投资者关注的问题在 信息披露允许的 ...

证券之星消息，8月19日调味发酵品板块较上一交易日下跌0.06%，安琪酵母领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。调味发酵品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600298 | 安頂酵母 | 38.68 | -1.02% | 14.79万 | 5.71亿 | | 603317 | 天味食品 | 11.93 | -0.83% | 7.21万 | 8608.86万 | | 002650 | ST加加 | 5.98 | -0.66% | 3.65万 | 2187.72万 | | 603027 | 千禾味业 | 12.12 | -0.66% | 1 12.08万 | 1.47亿 | | 600872 | 中炬高新 | 19.12 | -0.16% | 14.43万 | 2.76 Z | | 603288 | 海天味业 | 39.26 | -0.15% | 18.32万 | 7.21亿 | | 603755 ...

Core Viewpoint - Anqi Yeast's net profit attributable to shareholders for the first half of the year reached 799 million yuan, representing a year-on-year increase of 15.66% [1] - The company achieved a net profit of 429 million yuan in Q2, with a year-on-year growth of 15.32% [1] Financial Performance - The company's revenue increased by 10.1% year-on-year to 7.899 billion yuan, driven by significant improvements in channel and customer development [1] - The strong profit performance is attributed to high overseas growth and declining costs [1] Strategic Initiatives - Short-term growth is expected from the strategic new product yeast protein and increased penetration in overseas markets [1] - Long-term growth will be supported by capacity expansion, technological innovation, and a transition towards health-oriented products [1] Future Outlook - The company aims to become a "global benchmark enterprise in yeast" and is optimistic about its sustained and steady growth [1] - The target is to achieve the status of "the largest yeast company globally and an internationally leading biotechnology company" [1] - The investment rating remains at "buy" [1]

Macro Strategy - The core viewpoint is that the "innovation bull market" in 2025 is driven by a positive cycle of capital pricing and industrial implementation under policy guidance, with macro policies anchoring industrial direction and capital markets facilitating value discovery [1] - The market liquidity and valuation have improved, with A-share trading volume exceeding 2 trillion yuan, indicating a positive trading structure and sentiment cycle [1] - The initial phase of the "innovation bull" is likely to extend towards financial sectors and technology industries, particularly in robotics, computing power, and innovative pharmaceuticals [1] Economic Outlook - The report anticipates that China's export growth may continue to exceed market expectations due to the dual easing of U.S. fiscal and monetary policies, suggesting resilience in external demand [2] - The expectation of interest rate cuts by the Federal Reserve is highlighted, with predictions of two cuts in September and December, although there is caution regarding overly optimistic market pricing [2] Fixed Income Market - The fixed income market has shown a "desensitization" to fundamental data, with the yield on 10-year government bonds rising to 1.745% despite disappointing economic indicators [4] - The report notes that structural policy tools may replace total monetary policies as the main line of easing in the third quarter [4] Company Performance - 瑞芯微 (Rockchip) reported a significant revenue increase of 63.85% year-on-year in H1 2025, with a net profit growth of 190.61%, driven by strong performance in AIoT products [8] - 禾赛科技 (Hesai Technology) achieved a revenue increase of 53.9% year-on-year in Q2 2025, with a net profit growth of 161.2%, supported by strong demand for ADAS and robotics [9] - 道通科技 (Dautong Technology) reported a revenue increase of 27.3% year-on-year in H1 2025, driven by advancements in digital repair and energy solutions [10] Industry Trends - The report emphasizes the growth potential in the AI and robotics sectors, with companies like 禾赛科技 and 瑞芯微 leading in their respective fields [9][8] - The demand for 3D vision technology is highlighted as a key growth driver for 奥比中光 (Orbbec), with expected rapid revenue growth in the coming years [20] Investment Ratings - The report maintains a "buy" rating for several companies, including 瑞芯微, 禾赛科技, and 道通科技, based on their strong performance and growth prospects in innovative sectors [8][9][10]

中邮证券8月19日发布研报称，给予安琪酵母（600298.SH）买入评级。评级理由主要包括：1）酵母主 业稳健增长，海外业务表现亮眼；2）成本红利释放，Q2毛利率进一步恢复至高位。风险提示：食品安 全风险；市场竞争加剧风险；原材料价格波动风险。 （文章来源：每日经济新闻） ...