（原标题：2.11亿元主力资金今日撤离农林牧渔板块） 沪指8月21日上涨0.13%，申万所属行业中，今日上涨的有17个，涨幅居前的行业为农林牧渔、石油石 化，涨幅分别为1.50%、1.39%。农林牧渔行业位居今日涨幅榜首位。跌幅居前的行业为机械设备、电 力设备，跌幅分别为1.08%、0.98%。 农林牧渔行业资金流入榜 农林牧渔行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002714 | 牧原股份 | 5.71 | 3.02 | -16702.97 | | 600737 | 中粮糖业 | -1.84 | 4.33 | -9430.32 | | 002141 | 贤丰控股 | -4.08 | 12.37 | -6315.49 | | 688098 | 申联生物 | -11.86 | 11.40 | -5691.85 | | 002891 | 中宠股份 | -2.18 | 3.08 | -3988.57 | | 300313 | *ST天山 | -4.84 | 8.02 | -29 ...

Core Viewpoint - The stock of COFCO Sugar Holdings Co., Ltd. experienced abnormal trading fluctuations, with a cumulative closing price increase exceeding 20% over three consecutive trading days in August 2025 [2][3]. Group 1: Stock Trading Abnormalities - The company's stock price increased significantly on August 15, 18, and 19, 2025, leading to a classification of abnormal trading behavior as per the Shanghai Stock Exchange regulations [2][3]. - The company confirmed that there are no undisclosed significant information affecting the stock's trading fluctuations, based on self-inspection and consultation with its controlling shareholder, COFCO Group [4][5]. Group 2: Operational and Financial Status - The company reported that its production and operational activities are normal, with no significant changes in its main business despite a more complex external operating environment [4]. - The company anticipates a decline in net profit for the first half of 2025, estimating a range of 42.384 million to 49.076 million yuan, which represents a decrease of 37.174 million to 43.866 million yuan compared to the same period last year, equating to a year-on-year decline of 43.10% to 50.86% [2][8]. Group 3: Management and Disclosure - The company and its controlling shareholder have confirmed that there are no undisclosed major matters related to the company [5]. - During the period of stock price fluctuations, there were no transactions involving the company's stock by its controlling shareholders, directors, supervisors, or senior management [6].

证券代码：600737 证券简称：中粮糖业 公告编号：2025-021 中粮糖业控股股份有限公司 股票交易异常波动公告 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： ● 公司股票于 2025 年 8 月 15 日、8 月 18 日、8 月 19 日连续 3 个交易日内 日收盘价格涨幅偏离值累计超过 20%，属于《上海证券交易所交易规则》规定的 股票交易异常波动情形。 ● 经公司自查并向公司控股股东征询确认，截至本公告披露日，除已披露 的信息外，不存在影响公司股票交易异常波动的应披露而未披露的重大信息。 ● 根据公司 2025 年 7 月 15 日于上海证券交易所网站（www.sse.com.cn） 披露的《公司 2025 年半年度业绩预告》（公告编号：2025-017），预计 2025 年半 年度归属于上市公司股东的净利润为42,384万元到49,076万元，与上年同期（法 定披露数据）相比，将减少 37,174 万元到 43,866 万元，同比减少 43.10%到 50.86%， 敬请广大投资者注意业 ...

Group 1 - The agricultural processing sector increased by 1.24% on August 19, with Yichang Mohu leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] - Key stocks in the agricultural processing sector showed significant gains, with Yichang Mohu rising by 5.23% and closing at 40.47 [1] Group 2 - Major stocks that declined included Zhongliang Technology, which fell by 2.04% to 6.25, and Guangnong Sugar Industry, down 1.36% to 7.96 [2] - The agricultural processing sector experienced a net outflow of 460 million yuan from institutional investors, while retail investors saw a net inflow of 507 million yuan [2][3] - The stock with the highest net inflow from retail investors was Yichang Mohu, with a net inflow of 1390.69 million yuan [3]

Group 1 - A total of 98 stocks have experienced consecutive increases for 5 trading days or more as of August 19 [1] - COFCO Sugar has seen a continuous rise for 12 trading days, while Lifespring Pharmaceutical, Junting Hotel, Rongchang Bio, and Yunzuka Technology have risen for 8 trading days [1] - During the consecutive rise period, Haineng Technology achieved a cumulative increase of 90.23%, and Gobika recorded a cumulative increase of 87.60% [1]

Market Overview - On August 18, the agricultural processing sector rose by 3.39% compared to the previous trading day, with COFCO Sugar leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Key Stocks Performance - COFCO Sugar (600737) closed at 15.27, with a significant increase of 10.01% and a trading volume of 596,400 shares, amounting to a transaction value of 894 million [1] - Other notable performers included *ST Jiawo (300268) with a 5.64% increase, closing at 11.61, and *ST Zhongji (000972) with a 5.07% increase, closing at 3.73 [1] - The overall trading volume and transaction values for various stocks in the agricultural processing sector were highlighted, indicating active market participation [1] Capital Flow Analysis - The agricultural processing sector saw a net inflow of 46.7851 million in main funds, while retail funds experienced a net outflow of 8.5223 million [2] - COFCO Sugar had a main fund net inflow of 87.5286 million, representing 9.79% of its total trading volume, despite a net outflow of retail funds [3] - Other stocks like COFCO Technology (000930) and *ST Jiawo (300268) also showed varying levels of net inflow and outflow, indicating diverse investor sentiment across the sector [3]

Core Viewpoint - The China Securities State-Owned Enterprises Dividend Index (000824) has shown a slight decline of 0.03% as of August 18, 2025, indicating mixed performance among constituent stocks, with a shift in investment logic from style-driven to stock-driven in the dividend sector [1] Group 1: Index Performance - The China Securities State-Owned Enterprises Dividend Index reflects the overall performance of 100 listed companies selected for high cash dividend yields and stable dividends [1] - The index's constituent stocks include notable performers such as COFCO Sugar (600737) with three consecutive gains, and Shaanxi Natural Gas (002267) rising by 8.77% [1] - The National Enterprise Dividend ETF (159515) is currently priced at 1.15 yuan, indicating a consolidation phase [1] Group 2: Investment Trends - There is a growing trend of long-term funds increasing their allocation to high-dividend stocks, driven by insurance and AMC stake acquisitions since the beginning of the year [1] - High-quality stocks with stable dividend rates and return on equity (ROE) characteristics are expected to continue attracting specific style funds [1] - The top ten weighted stocks in the index account for 16.77% of the total index weight, with significant players including COSCO Shipping Holdings (601919) and Jizhong Energy (000937) [2][4]

Group 1 - The stock of COFCO Sugar has hit the daily limit up for three consecutive trading days, with a reported price of 15.27 yuan and a trading volume of 46.32 million shares, amounting to a transaction value of 6.91 billion yuan as of 9:35 AM [2] - During the consecutive limit-up period, the stock has increased by 33.13%, with a cumulative turnover rate of 15.41% [2] - The latest total market capitalization of the stock in the A-share market is 32.66 billion yuan [2] Group 2 - As of August 15, the margin trading balance for COFCO Sugar is 1.599 billion yuan, with a financing balance of 1.590 billion yuan, reflecting an increase of 186 million yuan or 13.23% from the previous trading day [2] - Over the past three days, the margin trading balance has increased by 183 million yuan, representing a growth of 13.01% [2] - The stock has appeared on the Dragon and Tiger list due to a cumulative deviation of 20% in its price over three trading days, with a net purchase of 24.42 million yuan from the Shanghai Stock Connect [2] Group 3 - The company's Q1 report indicates a total revenue of 5.037 billion yuan, a year-on-year decrease of 35.52%, and a net profit of 177 million yuan, down 59.81% year-on-year [2] - The stock's daily performance shows significant fluctuations, with a daily increase of 9.98% on August 15 and a net inflow of 155.97 million yuan in main capital [2]

Core Viewpoint - The stock of COFCO Sugar Holdings Co., Ltd. has experienced significant price fluctuations, with a cumulative closing price increase exceeding 20% over three consecutive trading days, indicating abnormal trading activity [2][3]. Group 1: Stock Trading Activity - The company's stock price increased significantly on August 12, 13, and 14, 2025, with a cumulative closing price increase exceeding 20%, which is classified as abnormal trading activity according to the Shanghai Stock Exchange rules [2][3]. - On August 15, 2025, the company's stock hit the daily limit again, reflecting a substantial short-term price increase [2][3]. Group 2: Business Operations - The company's production and operational activities are currently normal, with no significant changes in its main business [4]. - The company disclosed a half-year performance forecast on July 15, 2025, estimating a net profit attributable to shareholders of between 423.84 million and 490.76 million yuan, representing a decrease of 371.74 million to 438.66 million yuan compared to the same period last year, which translates to a year-on-year decline of 43.10% to 50.86% [4]. Group 3: Risk Awareness - The company emphasizes the importance of investor awareness regarding market risks and encourages rational decision-making and cautious investment practices [3][5]. - The company confirms that there are no undisclosed significant matters affecting stock price fluctuations, and all previously disclosed information remains accurate [4][7].

Core Viewpoint - The stock of COFCO Sugar Holdings Co., Ltd. experienced significant price fluctuations, with a cumulative closing price increase exceeding 20% over three consecutive trading days from August 12 to August 14, 2025, indicating abnormal trading conditions [1][2]. Group 1: Stock Trading Risk - The company's stock price increased significantly, with a closing price increase of over 20% from August 12 to August 14, 2025, and reached a daily limit on August 15, 2025, prompting a warning to investors about market risks [1][2][3]. - The company emphasizes the importance of rational decision-making and caution in investment due to the recent volatility in stock prices [2][3]. Group 2: Operational Status - The company's production and operational activities are currently normal, with no significant changes in its main business operations [1][2]. - The company disclosed a half-year performance forecast on July 15, 2025, estimating a net profit attributable to shareholders ranging from 423.84 million to 490.76 million yuan, which represents a decrease of 371.74 million to 438.66 million yuan compared to the same period last year, reflecting a year-on-year decline of 43.10% to 50.86% [2][3]. Group 3: Other Risk Reminders - The company reminds investors to refer to designated media for official information disclosures, including China Securities Journal and Securities Daily, as well as the Shanghai Stock Exchange website [3]. - The board of directors confirms that there are no undisclosed matters that could significantly impact the company's stock price, and previous disclosures do not require correction or supplementation [3].