证券代码：600305 证券简称：恒顺醋业 公告编号：临 2025-050 江苏恒顺醋业股份有限公司 关于召开 2025 年半年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。 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/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 22 日(星期三)至 10 月 28 日(星期二)16:00 前登录上证 路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zhengquan@hengshun.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 江苏恒顺醋业股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发布了 公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度经 营成果、财务状况，公司计划于 2025 年 10 月 29 日下午 14:00-15:00 举行 2 ...

Core Insights - The seasoning and fermentation sector saw a slight increase of 0.27% on October 10, with Angel Yeast leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Angel Yeast (600298) closed at 40.95, up 2.30% with a trading volume of 126,100 shares and a turnover of 517 million yuan [1] - Other notable performers included Baoli Food (603170) with a 1.61% increase, and Zhu Laoliu (920726) with a 1.23% increase [1] - The overall trading data for the seasoning and fermentation sector is summarized in a table, highlighting various stocks and their respective performance metrics [1] Capital Flow - The seasoning and fermentation sector experienced a net inflow of 2.7553 million yuan from institutional investors, while retail investors contributed a net inflow of 24.7942 million yuan [2] - The table detailing capital flow indicates that major stocks like Haitian Flavoring (603288) had a significant net outflow from institutional investors, while others like Tianwei Food (603317) saw mixed results [3]

Core Viewpoint - The seasoning and fermentation sector experienced a 0.78% increase on October 9, with ST Jiajia leading the gains. The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1]. Group 1: Stock Performance - ST Jiajia (002650) closed at 6.70, with a rise of 4.04% and a trading volume of 138,000 shares, amounting to 92.2185 million yuan [1]. - Other notable performers included Zhu Laoliu (920726) at 18.69, up 1.58%, and Anji Food (603696) at 11.75, up 1.47% [1]. - Hai Tian Flavor Industry (603288) closed at 39.34, with a 0.98% increase and a trading volume of 166,800 shares, totaling 648 million yuan [1]. Group 2: Capital Flow - The seasoning and fermentation sector saw a net outflow of 147 million yuan from institutional investors, while retail investors contributed a net inflow of 73.4491 million yuan [2]. - The capital flow data indicates that Hengshun Vinegar Industry (600305) had a net inflow of 5.63 million yuan from institutional investors, while it experienced a net outflow of 6.6557 million yuan from retail investors [3]. - Tianwei Food (603317) faced a significant net outflow of 10.6287 million yuan from institutional investors, despite a net inflow of 10.7552 million yuan from retail investors [3].

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月30日丨恒顺醋业(600305.SH)公布，公司收到恒顺集团通知，恒顺集团于2025年9月30日通过 上海证券交易所系统以集中竞价方式首次增持公司A股股份1,422,529股，约占公司总股本0.13%，成交 金额为人民币11,229,069元（不含佣金税费等费用）。 ...

重要内容提示： 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"） 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）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/本次增持情况：公司收到恒顺集团通知，恒顺集 团于 2025 年 9 月 30 日通过上海证券交易所系统以集中竞价方式首次 增持公司 A 股股份 1,422,529 股，约占公司总股本 0.13%，成交金额 为人民币 11,2 ...

Core Viewpoint - The controlling shareholder, Jiangsu Hengshun Group Co., Ltd., has initiated a share buyback of Hengshun Vinegar through the Shanghai Stock Exchange, indicating confidence in the company's future performance and potential growth [1] Summary by Relevant Sections Share Buyback Details - Jiangsu Hengshun Group has purchased 1.4225 million A-shares, representing 0.13% of the total share capital, with a transaction amount of 11.2291 million yuan [1] - The total shares acquired so far amount to 1.4225 million, with a cumulative investment of 11.2291 million yuan, also constituting 0.13% of the total share capital [1] Future Buyback Plans - The group plans to continue increasing its stake in Hengshun Vinegar from May 24, 2025, to May 23, 2026, with an investment range of 50 million to 100 million yuan [1] - The intended increase in shareholding will not exceed 2% of the company's total share capital [1]

Core Insights - The seasoning and fermentation sector saw a slight increase of 0.19% on September 30, with ST Jiajia leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance - ST Jiajia (002650) closed at 6.44, with a rise of 5.06% and a trading volume of 57,800 shares, amounting to 37.17 million yuan [1] - Other notable stocks include: - Rihou Co. (603755) at 32.23, up 1.67% [1] - Qianhe Flavor (603027) at 11.43, up 0.97% [1] - Hengshun Vinegar (600305) at 7.92, up 0.89% [1] - Haitian Flavor (603288) at 38.96, up 0.21%, with a trading volume of 122,000 shares and a transaction value of 475 million yuan [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 124 million yuan from institutional investors, while retail investors saw a net inflow of 105 million yuan [2] - Key individual stock capital flows include: - Qianhe Flavor (603027) with a net inflow of 12.29 million yuan from institutional investors [2] - ST Jiajia (002650) with a net inflow of 7.45 million yuan from institutional investors [2] - Jialong Co. (002495) with a net inflow of 2.86 million yuan from institutional investors [2]

Core Insights - The seasoning and fermentation sector experienced a slight decline of 0.01% on September 29, with Anji Food leading the drop [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Market Performance - Notable gainers in the seasoning and fermentation sector included: - Richen Co., Ltd. (603755) with a closing price of 31.70, up 3.73% [1] - Baoli Food (603170) at 14.43, up 1.62% [1] - Jialong Co., Ltd. (002495) at 2.63, up 1.15% [1] - Major decliners included: - Anji Food (603696) at 11.67, down 2.83% [2] - ST Jiajia (002650) at 6.13, down 1.76% [2] - Lianhua Holdings (600186) at 5.80, down 1.19% [2] Capital Flow - The seasoning and fermentation sector saw a net outflow of 170 million yuan from institutional investors, while retail investors contributed a net inflow of 139 million yuan [2] - The sector's capital flow details include: - Jieling Pickles (002507) with a net outflow of 15.02 million yuan from institutional investors [3] - Tianwei Food (603317) with a net inflow of 0.5965 million yuan from institutional investors [3] - ST Jiajia (002650) experienced a significant net outflow of 9.09 million yuan from institutional investors [3]

Core Insights - The seasoning and fermentation sector saw a 0.56% increase on September 26, with Angel Yeast leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Angel Yeast (600298) closed at 40.54, up 2.37% with a trading volume of 128,000 shares and a turnover of 520 million yuan [1] - Anji Food (603696) closed at 12.01, up 1.78% with a trading volume of 94,400 shares and a turnover of 113 million yuan [1] - Qianhe Flavor (603027) closed at 11.32, up 0.89% with a trading volume of 81,100 shares and a turnover of 91.29 million yuan [1] - Haitian Flavor (603288) closed at 38.80, up 0.52% with a trading volume of 135,000 shares and a turnover of 522 million yuan [1] - Other notable stocks include Jialong Co. (002495) at 2.60, up 0.39%, and Hengshun Vinegar (600305) at 7.86, up 0.26% [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 13.39 million yuan from institutional investors, while retail investors saw a net outflow of 47.95 million yuan [2] - Conversely, speculative funds recorded a net inflow of 61.34 million yuan [2] Individual Stock Capital Flow - Angel Yeast (600298) had a net inflow of 10.98 million yuan from institutional investors, while retail investors experienced a net outflow of 43.58 million yuan [3] - Qianhe Flavor (603027) saw a net inflow of 10.51 million yuan from institutional investors, with retail investors also experiencing a net outflow of 4.44 million yuan [3] - Other stocks like Hengshun Vinegar (600305) and Haitian Flavor (603288) also showed varied capital flows, with net inflows and outflows from different investor types [3]

Core Insights - The seasoning and fermentation sector experienced a decline of 0.51% on September 25, with Zhu Laoliu leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Market Performance - Key stocks in the seasoning and fermentation sector showed mixed performance, with notable declines in several companies: - Zhu Laoliu: closed at 18.91, down 5.83% [2] - ST Jiajia: closed at 6.23, down 2.04% [2] - Baoli Food: closed at 14.22, down 1.80% [2] - Qianhe Flavor: closed at 11.22, down 1.15% [2] - Fuling Pickles: closed at 12.72, down 1.09% [2] - The total net outflow of main funds in the seasoning and fermentation sector was 162 million yuan, while retail investors saw a net inflow of 117 million yuan [2][3] Fund Flow Analysis - The fund flow analysis indicates that: - Baoli Food had a main fund net inflow of 1.70 million yuan, with a retail net outflow of 3.15 million yuan [3] - Anji Food experienced a main fund net outflow of 1.78 million yuan, but a retail net inflow of 4.76 million yuan [3] - ST Jiajia saw a significant main fund net outflow of 10.45 million yuan, with a retail net inflow of 7.23 million yuan [3]