（编辑 任世碧） 证券日报网讯 8月14日晚间，中粮糖业发布公告称，公司股票于2025年8月12日、8月13日、8月14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，公司、公司控股股东不存在影响公司股 票交易异常波动的应披露而未披露的重大信息。 ...

证券代码：600737 证券简称：中粮糖业 公告编号：2025-019 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 12 日、8 月 13 日、8 月 14 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，公司、公司控股股东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。 ● 敬请广大投资者注意二级市场交易风险，审慎决策，防范投资风险。 一、股票交易异常波动的具体情况 中粮糖业控股股份有限公司（以下简称公司）股票于 2025 年 8 月 12 日、8 月 13 日、8 月 14 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。 二、公司关注并核实的相关情况 针对本次股票交易异常波动情 ...

具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖四，合计净卖出1234.70万元，沪股 通为第二大买入营业部及第一大卖出营业部，买入金额为5356.81万元，卖出金额为6599.12万元，合计 净卖出1242.31万元。 中粮糖业(600737)今日涨停，全天换手率3.57%，成交额9.50亿元，振幅7.68%。龙虎榜数据显示，机构 净卖出1234.70万元，沪股通净卖出1242.31万元，营业部席位合计净买入8961.37万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.49%上榜，机构专用席位净卖出1234.70万元，沪 股通净卖出1242.31万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.04亿元，其中，买入成交额为1.85亿 元，卖出成交额为1.20亿元，合计净买入6484.37万元。 资金流向方面，今日该股主力资金净流入2.35亿元，其中，特大单净流入2.56亿元，大单资金净流出 2164.96万元。近5日主力资金净流入6.06亿元。 | 卖二 | 中国银河证券股份有限公司北京安贞门证券营业部 | 1779.31 | | --- | --- | --- | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600737 | 中粮糖业 | 12.62 | 10.03% | 76.42万 | 9.50亿 | | 000911 | 广农糖业 | 7.85 | 2.35% | 26.59万 | 2.11亿 | | 000930 | 中粮科技 | 6.10 | 0.66% | 53.91万 | 3.33亿 | | 666000E | 全龙鱼 | 31.72 | 0.60% | 32.10万 | 10.28亿 | | 300268 | *ST佳沃 | 10.45 | 0.58% | 1.98万 | 2084.26万 | | 000972 | *ST中基 | 3.62 | 0.28% | 18.55万 | 6700.65万 | | 600191 | 华资实业 | 8.00 | 0.25% | 12.21万 | 9862.28万 | | 300138 | 晨光生物 | 13.60 | 0.15% | 8.47万 | 1.15 Z | | 605198 | 安德利 | ...

Core Viewpoint - The recent performance of the China Securities State-Owned Enterprises Dividend Index indicates a positive trend, with specific stocks showing significant gains, reflecting a favorable investment environment for dividend products [1][2]. Group 1: Market Performance - As of August 14, 2025, the China Securities State-Owned Enterprises Dividend Index (000824) increased by 0.15%, with notable stocks such as COFCO Sugar (600737) hitting the daily limit up, and Jianfa Co. (600153) rising by 4.45% [1]. - The National Enterprise Dividend ETF (159515) is currently priced at 1.16 yuan, indicating a consolidation phase [1]. - The top ten weighted stocks in the index account for 16.77% of the total index weight, with significant contributors including COSCO Shipping Holdings (601919) and Jizhong Energy (000937) [2]. Group 2: Investment Strategy - According to Everbright Securities, the China Securities Regulatory Commission has signaled a commitment to controlling large-scale IPO expansions while fostering long-term capital, which is expected to stabilize short-term market fluctuations and enhance the investment atmosphere [1]. - High-dividend assets such as banks and public utilities are recommended for portfolio stability, balancing overall volatility [1]. - Dividend products are seen as providing differentiated investment options, potentially enhancing the long-term holding experience for investors [1].

Market Overview - The agricultural processing sector increased by 0.34% on August 13, with XD Zhongliang Sugar leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Performers - XD Zhongliang Sugar (600737) closed at 11.47, up 4.84%, with a trading volume of 1.4852 million shares and a turnover of 1.664 billion [1] - Jinlongyu (300999) closed at 31.53, up 2.64%, with a trading volume of 369,800 shares and a turnover of 1.173 billion [1] - ST Langyuan (300175) closed at 5.30, up 2.32%, with a trading volume of 91,600 shares and a turnover of 48.128 million [1] Underperformers - Oufu Egg Industry (839371) closed at 10.87, down 1.81%, with a trading volume of 33,300 shares and a turnover of 36.518 million [2] - *ST Zhongji (000972) closed at 3.61, down 1.63%, with a trading volume of 186,800 shares and a turnover of 68.045 million [2] - Daodaoquan (002852) closed at 12.09, down 1.63%, with a trading volume of 142,200 shares and a turnover of 172 million [2] Capital Flow - The agricultural processing sector saw a net inflow of 76.4848 million from institutional investors, while retail investors experienced a net outflow of 5.9339 million [2] - Major stocks like XD Zhongliang Sugar and Jinlongyu had varying capital flows, with XD Zhongliang Sugar seeing a net inflow of 8.5064 million from retail investors [3]

Group 1 - The stock price of COFCO Sugar as of August 12, 2025, is 11.35 yuan, an increase of 0.97 yuan from the previous trading day [1] - The opening price on the same day was 10.39 yuan, with a highest price of 11.42 yuan and a lowest price of 10.39 yuan, resulting in a trading volume of 1.1286 million hands and a transaction amount of 1.254 billion yuan [1] - COFCO Sugar is a significant player in the domestic sugar industry, involved in sugar production, processing, and trading [1] Group 2 - On August 12, COFCO Sugar announced a dividend plan for the 2024 fiscal year, proposing a cash dividend of 4.10 yuan for every 10 shares, which is the highest payout among companies implementing dividends on that day [1] - On the same day, the net inflow of main funds into COFCO Sugar was 114 million yuan, with a cumulative net inflow of 178 million yuan over the past five trading days [1]

证券之星消息，8月12日农产品加工板块较上一交易日上涨1.76%，中粮糖业领涨。当日上证指数报收 于3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。农产品加工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) | | --- | --- | --- | --- | --- | --- | | 000972 | *ST中基 | 3.67 | -2.39% | 25.51万 | 9360.73万 | | 839273 | 一致魔手 | 37.39 | -1.99% | 1.82万 | 6872.06万 | | 002852 | 道道全 | 12.29 | -1.92% | 12.76万 | 1.59亿 | | 600962 | 国投中鲁 | 20.48 | -0.97% | 5.19万 | 1.06亿 | | 002481 | 双塔食品 | 5.37 | -0.74% | 12.48万 | 6713.94万 | | 003030 | 祖名股份 | 19.74 | -0.50% | 1.33万 | 2632.69万 | | 832023 ...

Core Viewpoint - The recent surge in domestic sugar prices has drawn market attention, with prices reaching historical highs due to supply-demand imbalances and other factors [1][2]. Price Trends - As of September 6, 2023, domestic sugar prices reached 7,390 CNY/ton, marking a 1.37% increase over two weeks and nearing the historical high of 7,830 CNY/ton set in August 2011 [1]. - The domestic sugar futures contract closed at 7,117 CNY/ton on September 6, with a 0.89% daily increase and a 4.37% rise over the past two weeks [2]. - International sugar prices also increased, with ICE raw sugar futures reaching 26.59 cents/pound, a 2.82% rise, and hitting a peak of 26.94 cents/pound, the highest since October 2011 [2]. Supply and Demand Factors - The increase in domestic sugar prices is primarily driven by a tightening supply due to a decrease in both production and imports. The total sugar production for the 2022-2023 season was 8.97 million tons, a 6.17% decrease year-on-year, largely due to reduced output in Guangxi, which accounts for 60% of the country's sugar production [2][3]. - Sugar imports fell to 2.98 million tons by the end of July 2023, a 23% decrease year-on-year, as rising international prices deterred import activity [3]. Market Outlook - Analysts expect domestic sugar prices to remain strong in the short term, supported by seasonal demand and low inventory levels. The upcoming new sugar season starting in October may initially maintain upward price pressure [4][5]. - The sugar industry is likely to continue benefiting from rising prices, with several listed companies reporting significant profit increases in the first half of 2023. Six out of eight companies related to sugar production and sales reported year-on-year profit growth [5]. Inventory and Production Insights - As of August 2023, the sugar production and sales rate in Guangxi was 90.15%, up 12.2 percentage points year-on-year, while industrial inventory dropped to 51.94 million tons, a decrease of 83 million tons [5]. - The current low inventory levels compared to historical averages suggest that sugar factories are under less pressure to sell, contributing to a strong price support mentality among producers [5].

Group 1 - On August 11, a total of 3,707 stocks in the A-share market received financing funds, with 394 stocks having a buying amount exceeding 100 million yuan [1] - The top three stocks by financing buying amount were Dongfang Caifu, Xinyi Sheng, and Zhongji Xuchuang, with amounts of 2.089 billion yuan, 1.394 billion yuan, and 1.392 billion yuan respectively [1] - Seven stocks had financing buying amounts accounting for over 30% of the total transaction amount on that day, with Luyang Energy, Sichuan Chengyu, and COFCO Sugar ranking highest at 45.32%, 43.71%, and 41.61% respectively [1] Group 2 - There were 39 stocks with a net financing buying amount exceeding 100 million yuan, with Zhongji Xuchuang, Dazhu Laser, and Ningde Times leading at 471 million yuan, 447 million yuan, and 409 million yuan respectively [1]