证券代码：600305 证券简称：恒顺醋业 公告编号：临 2025-059 江苏恒顺醋业股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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个别及连带责任。 重要内容提示： 会议召开时间： 2025 年 12 月 19 日（星期五）下午 14:00-15:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围内就 投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一）会议召开时间：2025 年 12 月 19 日下午 14:00-15:00 （ 二 ） 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.co ...

Core Insights - The seasoning and fermentation products sector saw a slight increase of 0.22% on November 28, with Anji Food leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Anji Food (603696) closed at 12.96, with a rise of 5.02% and a trading volume of 260,300 shares, amounting to a transaction value of 331 million yuan [1] - Other notable stocks include: - Baoli Food (603170) at 15.01, up 2.04% [1] - Zhu Laoliu (920726) at 21.01, up 1.30% [1] - Hengshun Vinegar (600305) at 7.93, up 1.15% [1] - Anding Yeast (600298) at 41.00, up 0.96% [1] Capital Flow - The seasoning and fermentation products sector experienced a net outflow of 80.487 million yuan from institutional investors, while retail investors saw a net inflow of 42.9313 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Anji Food had a net inflow of 9.449 million yuan from institutional investors, but a net outflow of 10.4815 million yuan from retail investors [3] - Tianwei Food (603317) saw a net inflow of 3.9827 million yuan from institutional investors, but also a net outflow from retail investors [3] - Fuling Pickles (002507) had a net inflow of 3.5402 million yuan from institutional investors, with significant retail outflows [3]

Core Insights - The seasoning and fermentation products sector experienced a decline of 0.4% on November 26, with Baoli Food leading the drop [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index rose by 1.02% to 12907.83 [1] Stock Performance - Zhu Laoliu saw a significant increase of 13.18%, closing at 22.41, with a trading volume of 121,000 shares and a turnover of 258 million [1] - Anji Food and Lianhua Holdings also reported gains of 2.85% and 1.83%, respectively [1] - Baoli Food, on the other hand, declined by 0.87%, closing at 14.80, with a trading volume of 22,700 shares and a turnover of approximately 33.8 million [2] Capital Flow - The seasoning and fermentation products sector had a net inflow of 8.96 million from institutional investors, while retail investors saw a net outflow of 37.35 million [2][3] - Qianhe Flavor Industry had a net inflow of 28.12 million from institutional investors, but a significant outflow of 25.31 million from retail investors [3] - Zhu Laoliu attracted a net inflow of 20.73 million from institutional investors, indicating strong interest despite the overall sector decline [3]

Core Viewpoint - The controlling shareholder of Hengshun Vinegar Industry, Hengshun Group, has increased its stake in the company, indicating confidence in the company's future performance and potential growth [1] Summary by Relevant Sections Shareholding Increase - Hengshun Group has cumulatively increased its holdings by 6.2933 million shares from May 24, 2025, to November 23, 2025, representing 0.57% of the total share capital [1] - The total investment for this increase amounts to approximately 49.9996 million yuan [1] - Following this increase, Hengshun Group's total shareholding has reached 454 million shares, raising its ownership percentage to 41.02% [1] Future Plans - The shareholding increase plan is set to continue until May 23, 2026, with a proposed investment range of 50 million to 100 million yuan [1] - Hengshun Group has already completed 99.99% of the lower limit of its planned investment [1] - The group has expressed intentions to continue increasing its stake as opportunities arise [1]

Core Viewpoint - The announcement from Hengshun Vinegar Industry indicates that its controlling shareholder, Jiangsu Hengshun Group Co., Ltd., has significantly increased its stake in the company, reflecting confidence in the company's future performance [1] Group 1: Shareholding Increase - As of the announcement date, Jiangsu Hengshun Group has cumulatively acquired 6,293,313 shares, representing 0.57% of the total share capital of Hengshun Vinegar [1] - The total amount invested in this share acquisition is 49,999,607.24 yuan, which exceeds half of the lower limit of the planned increase [1] - Jiangsu Hengshun Group currently holds 453,907,206 shares, accounting for 41.02% of the company's total shares [1]

Core Viewpoint - Hengshun Vinegar Industry (600305.SH) has announced that it has completed more than half of its share repurchase plan, with Hengshun Group having acquired a total of 6.2933 million shares, representing 0.57% of the company's total share capital, with a total investment of 49.9996 million yuan (excluding transaction fees) [1] Summary by Sections - Share Repurchase Progress - Hengshun Group has cumulatively increased its shareholding by 6.2933 million shares, which is 0.57% of the total share capital [1] - The total amount invested in the share repurchase has reached 49.9996 million yuan, exceeding half of the lower limit of the repurchase plan [1] - Future Plans - Hengshun Group will continue to implement the share repurchase plan and will opportunistically increase its shareholding in the company [1]

Core Viewpoint - Hengshun Vinegar Industry has announced that it has completed more than half of its share repurchase plan, with a total of 6.2933 million shares acquired, representing 0.57% of the company's total share capital [1] Summary by Sections - **Share Repurchase Details** - Hengshun Group has accumulated a total of 6.2933 million shares, with a total investment amount of 49.9996 million yuan (excluding transaction fees) [1] - The amount invested has exceeded half of the lower limit of the repurchase plan target, indicating strong commitment to the plan [1] - The repurchase plan is still ongoing, and Hengshun Group will continue to buy back shares at appropriate times [1]

证券代码：600305 证券简称：恒顺醋业 公告编号：临 2025-058 江苏恒顺醋业股份有限公司 已披露增持计划情况： 江苏恒顺醋业股份有限公司（以下简称"公司"）于 2025 年 5 月 24 日发布 《关于控股股东增持股份计划公告》，公司控股股东江苏恒顺集团有限公司（以 下简称"恒顺集团"）基于对公司未来持续稳定发展的信心和长期投资价值的认 可，计划自 2025 年 5 月 24 日起 12 个月内拟通过上海证券交易所系统以集中竞 价方式增持公司 A 股股份，拟增持金额不低于人民币 5,000 万元，不超过人民币 1 亿元，增持股份的资金来源为恒顺集团自有资金及金融机构专项贷款。具体内 容详见公司于 2025 年 5 月 24 日和 2025 年 9 月 16 日分别在上海证券交易所网站 （www.sse.com.cn）披露的《江苏恒顺醋业股份有限公司关于控股股东增持股份 计划公告》（公告编号：临 2025-037）和《江苏恒顺醋业股份有限公司关于控 股股东取得增持股份专项贷款承诺函的公告》（公告编号：临 2025-048）。 增持计划的实施进展： 截至本公告披露日，本次增持计划时间已过半，恒顺集团已 ...

Market Overview - The seasoning and fermentation sector experienced a decline of 0.54% on November 20, with Zhu Laoliu leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable stock performances include: - Richen Co., Ltd. (603755) rose by 2.21% to a closing price of 38.42 with a trading volume of 23,400 hands [1] - Zhu Laoliu (920726) fell by 6.88% to a closing price of 20.30 with a trading volume of 63,700 hands [2] - Other significant declines include Anji Food (603696) down 3.93% and Baoli Food (603170) down 2.29% [2] Trading Volume and Capital Flow - The seasoning and fermentation sector saw a net outflow of 135 million yuan from main funds, while retail investors contributed a net inflow of 126 million yuan [2] - The trading volume for key stocks varied, with Richen Co., Ltd. achieving a trading volume of 23,400 hands and Zhu Laoliu at 63,700 hands [1][2]

Core Insights - The seasoning and fermentation products sector experienced a decline of 0.45% on November 19, with Anji Food leading the drop [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Market Performance - The following companies in the seasoning and fermentation sector showed varied performance: - Zhu Laoliu: Closed at 21.80, up 1.02%, with a trading volume of 63,900 shares and a turnover of 139 million yuan [1] - Baoli Food: Closed at 15.30, up 0.79%, with a trading volume of 29,000 shares and a turnover of 44.54 million yuan [1] - Anji Yeast: Closed at 40.09, up 0.78%, with a trading volume of 55,400 shares and a turnover of 221 million yuan [1] - Hengshun Vinegar: Closed at 8.22, unchanged, with a trading volume of 79,200 shares and a turnover of 65.08 million yuan [1] - Zhongjing Food: Closed at 30.38, down 0.26%, with a trading volume of 9,385 shares and a turnover of 28.48 million yuan [1] - Jialong Co.: Closed at 2.88, down 0.35%, with a trading volume of 226,600 shares and a turnover of 64.84 million yuan [1] - Haitian Flavoring: Closed at 37.80, down 0.45%, with a trading volume of 71,200 shares and a turnover of 270 million yuan [1] - Tianwei Food: Closed at 12.98, down 0.46%, with a trading volume of 36,500 shares and a turnover of 47.56 million yuan [1] - Zhilin Pickles: Closed at 13.36, down 0.60%, with a trading volume of 76,600 shares and a turnover of 102 million yuan [1] - Zhongju Gaoxin: Closed at 18.26, down 0.87%, with a trading volume of 45,200 shares and a turnover of 82.81 million yuan [1] Capital Flow - The seasoning and fermentation sector saw a net outflow of 100 million yuan from institutional investors, while retail investors had a net inflow of 130 million yuan [2] - The following capital flows were noted for specific companies: - Hengshun Vinegar: Net inflow of 4.68 million yuan from institutional investors, with a net outflow of 4.45 million yuan from retail investors [3] - Anji Yeast: Net inflow of 2.12 million yuan from institutional investors, with a significant net outflow of 27.63 million yuan from retail investors [3] - Zhu Laoliu: Net inflow of 1.77 million yuan from institutional investors, with a net outflow of 0.32 million yuan from retail investors [3] - Baoli Food: Net outflow of 0.36 million yuan from institutional investors, with a net inflow of 0.35 million yuan from retail investors [3] - Zhongjing Food: Net outflow of 0.97 million yuan from institutional investors, with a net inflow of 0.55 million yuan from retail investors [3] - Tianwei Food: Net outflow of 2.27 million yuan from institutional investors, with a net inflow of 0.33 million yuan from retail investors [3] - ST Jiajia: Net outflow of 3.82 million yuan from institutional investors, with a net inflow of 4.15 million yuan from retail investors [3] - Jialong Co.: Net outflow of 4.91 million yuan from institutional investors, with a net inflow of 4.17 million yuan from retail investors [3] - Richen Co.: Net outflow of 5.73 million yuan from institutional investors, with a net inflow of 5.87 million yuan from retail investors [3] - Qianhe Flavoring: Net outflow of 11.98 million yuan from institutional investors, with a net inflow of 12.32 million yuan from retail investors [3]