Market Overview - On September 10, the agricultural processing sector rose by 0.08% compared to the previous trading day, with *ST Zhongji leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - The following stocks in the agricultural processing sector showed notable performance: - *ST Zhongji (000972) closed at 5.17, up 5.08% with a trading volume of 289,700 shares and a turnover of 148 million yuan [1] - Jingliang Holdings (000505) closed at 6.75, up 1.20% with a trading volume of 83,800 shares and a turnover of 56.26 million yuan [1] - Suobao Protein (603231) closed at 19.39, up 0.99% with a trading volume of 59,600 shares and a turnover of 116 million yuan [1] - COFCO Sugar (600737) closed at 16.71, up 0.97% with a trading volume of 414,100 shares and a turnover of 687 million yuan [1] Capital Flow - The agricultural processing sector experienced a net outflow of 76.62 million yuan from institutional investors, while retail investors saw a net inflow of 72.43 million yuan [2] - The following stocks had significant capital flow: - *ST Zhongji had a net inflow of 14.71 million yuan from institutional investors, while it faced a net outflow of 10.67 million yuan from speculative funds [3] - AnDeli (605198) saw a net inflow of 6.43 million yuan from institutional investors but a net outflow of 0.43 million yuan from speculative funds [3]

证券之星消息，9月9日农产品加工板块较上一交易日下跌0.72%，中粮糖业领跌。当日上证指数报收于 3807.29，下跌0.51%。深证成指报收于12510.6，下跌1.23%。农产品加工板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 002481 | 双塔食品 | | 1332.42万 | 4.75% | -133.53万 | -0.48% | -1198.89万 | -4.27% | | 300138 | 晨光生物 | | 794.18万 | 10.01% | -775.06万 | -9.77% | -19.12万 | -0.24% | | 605198 | 安德利 | | 593.72万 | 8.21% | 373.12万 | 5.16% | -966.84万 | -13.37% | | 000911 广农糖业 | | | 334.40万 | 7.55% | -151.47 ...

Group 1 - The company will hold a performance briefing on September 18, 2025, from 09:00 to 10:00 to discuss its 2025 semi-annual report and address investor concerns [2][3][4] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][5] - Investors can submit questions from September 11 to September 17, 2025, through the Roadshow Center website or via the company's email [2][5][6] Group 2 - Key personnel attending the briefing include Chairman Li Minghua, General Manager Zhao Wei, Independent Director Zhang Weihua, Chief Accountant Ma Hongbo, and Board Secretary Yang Jing [4] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [7]

Group 1 - The company will hold a half-year performance briefing on September 18, 2025, from 09:00 to 10:00 [2][3] - The briefing will be conducted in an interactive online format at the Shanghai Stock Exchange Roadshow Center [2][3] - Key company personnel attending the briefing include Chairman Li Minghua, General Manager Zhao Wei, Independent Director Zhang Weihua, Chief Accountant Ma Hongbo, and Board Secretary Yang Jing [2] Group 2 - Investors can submit questions for the briefing from September 11 to September 17, 2025, by logging into the Shanghai Stock Exchange Roadshow Center or via the company's email [3] - After the briefing, investors can view the event's details and main content on the Shanghai Stock Exchange Roadshow Center [3]

中粮糖业控股股份有限公司 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。 重要内容提示： 投资者可于 2025 年 9 月 11 日（星期四）至 9 月 17 日（星期三）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 ir.sugar@cofco.com 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。 中粮糖业控股股份有限公司（以下简称公司）已于 2025 年 8 月 28 日发布公 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经营成果、财 务状况，公司计划于 2025 年 9 月 18 日（星期四）09:00-10:00 举行 2025 年半 年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 二、 说明会召开的时间、地点 证券代码：600737 证券简称：中粮糖业 公告编号：2025-028 本次投资者说明会以网络互动形式召开，公司将针对 ...

证券之星消息，9月4日农产品加工板块较上一交易日下跌0.92%，中粮糖业领跌。当日上证指数报收于 3765.88，下跌1.25%。深证成指报收于12118.7，下跌2.83%。农产品加工板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603231 | 索宝蛋白 | | 3278.78万 | 9.92% | -833.66万 | -2.52% | -2445.12万 | -7.40% | | 666000E | 金龙鱼 | | 1496.63万 | 2.87% | -227.67万 | -0.44% | -1268.96万 | -2.44% | | 300138 | 晨光生物 | | 1243.76万 | 9.01% | -265.09万 | -1.92% | -978.67万 | -7.09% | | 600191 | 三四级 | | 469.00万 | 7.42% | 371. ...

Group 1 - The core viewpoint of the news is that COFCO Sugar's stock has experienced a decline of 5.09%, with a current price of 16.78 CNY per share and a total market capitalization of 35.89 billion CNY [1] - COFCO Sugar, established on September 18, 1993, and listed on July 31, 1996, is primarily engaged in the manufacturing and sales of white sugar and related products, as well as tomato processing and products [1] - The revenue composition of COFCO Sugar is as follows: sugar products account for 90.03%, tomato products for 7.83%, and others for 2.15% [1] Group 2 - From the perspective of fund holdings, one fund under Taixin Fund has a significant position in COFCO Sugar, with 166,300 shares held, representing 3.68% of the fund's net value [2] - The Taixin Internet+ Theme Mixed Fund (001978) has a total scale of 42.7171 million CNY and has reported a year-to-date return of 6.09% [2] - The fund manager, Chen Ying, has been in position for 3 years and 232 days, with the best fund return during this period being 48.88% [2]

Core Viewpoint - COFCO Sugar's stock price has shown significant growth this year, with a year-to-date increase of 79.69%, despite recent fluctuations in trading volume and net capital outflow [1][2]. Financial Performance - For the first half of 2025, COFCO Sugar reported revenue of 11.767 billion yuan, a year-on-year decrease of 21.32%, and a net profit attributable to shareholders of 445 million yuan, down 48.42% compared to the previous year [2]. - The company has distributed a total of 5.4 billion yuan in dividends since its A-share listing, with 3.722 billion yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, COFCO Sugar had 107,600 shareholders, an increase of 0.72% from the previous period, with an average of 19,874 circulating shares per shareholder, a decrease of 0.72% [2]. - The top shareholders include Hongli Low Volatility (512890) and Southern CSI 500 ETF (510500), with significant increases in their holdings [3]. Stock Market Activity - On September 3, COFCO Sugar's stock price fell by 2.00% to 17.61 yuan per share, with a trading volume of 509 million yuan and a turnover rate of 1.33% [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on August 19 [1].

Group 1 - The China Securities State-Owned Enterprises Dividend Index (000824) decreased by 0.38% as of September 2, 2025, with mixed performance among constituent stocks [1] - The top-performing stocks included Chongqing Rural Commercial Bank (601077) up by 3.45%, Shanghai Rural Commercial Bank (601825) up by 2.97%, and China Merchants Bank (600036) up by 2.22% [1] - The National Enterprise Dividend ETF (159515) was adjusted downwards, with the latest price at 1.14 yuan [1] Group 2 - The National Enterprise Dividend ETF reached a new high in size at 51.2135 million yuan and a new high in shares at 44.7866 million shares in the past month [1] - China Galaxy Securities predicts a volatile upward trend in the A-share market, emphasizing the appeal of dividend assets with high safety margins and low valuations in the current market environment [1] - Everbright Securities highlights the irreplaceable value of dividend assets as core assets in the A-share market, especially with many companies implementing profit distribution plans for the 2024 fiscal year [1] Group 3 - The China Securities State-Owned Enterprises Dividend Index includes 100 listed companies selected for high cash dividend yields, stable dividends, and certain scale and liquidity [2] - As of August 29, 2025, the top ten weighted stocks in the index accounted for 16.84% of the total index weight, with China COSCO Shipping Holdings (601919) being the highest at 2.36% [2][4]

Market Overview - The agricultural processing sector rose by 2.14% on September 1, with COFCO Sugar leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Individual Stock Performance - COFCO Sugar (600737) closed at 17.79, with a significant increase of 10.02% and a trading volume of 836,100 shares [1] - Other notable performers included *ST Zhongji (000972) with a 4.94% increase, and Guangnong Sugar (000911) with a 2.36% increase [1] - The trading volume and turnover for COFCO Sugar reached 14.53 billion yuan [1] Capital Flow Analysis - The agricultural processing sector saw a net inflow of 101 million yuan from institutional investors, while retail investors experienced a net outflow of 1.14 billion yuan [2][3] - COFCO Sugar attracted a net inflow of 2.29 billion yuan from institutional investors, despite a net outflow of 1.84 billion yuan from retail investors [3] - Other stocks like Morning Light Bio (300138) and *ST Zhongji (000972) also saw varying levels of net inflow and outflow from different investor categories [3]