公告显示，该私募基金对长江存储控股股份有限公司投资金额16亿元。 为了对暂时闲置的自有资金进行适度、适时的投资，获得一定的投资收益，进一步提升公司整体业绩水 平，为公司和股东谋取更多的投资回报，公司于2025年10月15日与闻名基金签署修订后的《芜湖闻名泉 泓投资管理合伙企业(有限合伙)合伙协议》，私募基金募集规模由人民币30亿元变更为人民币40亿元， 新增的10亿元出资额由公司认缴。 智通财经APP讯，养元饮品(603156.SH)发布公告，公司与北京闻名投资基金管理有限公司(以下简称"闻 名基金")于2021年5月共同发起设立芜湖闻名泉泓投资管理合伙企业(有限合伙)(以下简称"私募基 金"或"合伙企业"，私募基金募集规模为人民币30亿元，闻名基金作为普通合伙人，认缴出资人民币300 万元，公司作为有限合伙人，认缴出资人民币299,700万元。 ...

Core Viewpoint - Yangyuan Beverage (603156.SH) has announced a partnership with Beijing Wenming Investment Fund Management Co., Ltd. to establish a private equity fund with an increased fundraising scale aimed at optimizing idle funds for investment returns [1] Group 1: Partnership and Fund Details - The private equity fund, named Wuhu Wenming Quan Hong Investment Management Partnership (Limited Partnership), was initially set up in May 2021 with a fundraising target of RMB 3 billion [1] - The company has increased its commitment to the fund, raising the total fundraising scale to RMB 4 billion, with an additional RMB 1 billion contributed by the company [1] - The company’s contribution to the fund amounts to RMB 2,997 million, while Wenming Fund acts as the general partner with a contribution of RMB 3 million [1] Group 2: Investment Focus - The private equity fund has made a significant investment of RMB 1.6 billion in Yangtze Memory Technologies Co., Ltd. [1]

格隆汇10月15日｜养元饮品公告称，公司以自有资金向私募基金芜湖闻名泉泓投资管理合伙企业（有限 合伙）增资10亿元，增资完成后，私募基金总规模由30亿元增至40亿元，公司认缴出资额由29.97亿元 增至39.97亿元，占比99.925%。本次增资款项将用于私募基金对其他项目的投资，不再对目前已投资项 目追加投资。 ...

证券代码：603156 证券简称：养元饮品 公告编号：2025-027 河北养元智汇饮品股份有限公司 关于向私募基金增资的公告 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法律责任。 重要内容提示 投资标的：芜湖闻名泉泓投资管理合伙企业（有限合伙）（以下简称"私 募基金"或"合伙企业"） 投资金额：河北养元智汇饮品股份有限公司（以下简称"公司"）作为 基金的有限合伙人以自有资金向私募基金增资人民币 100,000 万元。本次增资完 成后，私募基金总规模由人民币 300,000 万元变更为人民币 400,000 万元，其中 公司认缴出资额由人民币 299,700 万元变更为人民币 399,700 万元，占私募基金 总规模的 99.925%。 本次增资款项将用于私募基金对其他项目的投资，不再对目前已投资项 目追加投资。 本次投资收益的不确定性较大，投资基金具有投资周期长等特点，将受 到行业周期、监管政策、宏观经济以及投资标的经营效益等多种因素的综合影响， 可能导致其实际收益不及预期，甚至面临亏损的风险。 私募基金对外投资项目还存在退出风险 ...

每经AI快讯，10月15日，养元饮品（603156）(603156.SH)公告称，公司以自有资金向私募基金芜湖闻 名泉泓投资管理合伙企业(有限合伙)增资10亿元，增资完成后，私募基金总规模由30亿元增至40亿元， 公司认缴出资额由29.97亿元增至39.97亿元，占比99.925%。增资将用于私募基金对其他项目的投资， 不再对已投资项目追加投资。此次投资具有较大不确定性，可能面临实际收益不及预期甚至亏损的风 险。此外，私募基金对外投资项目存在退出风险，且投资项目与公司主业不具有协同性，属于财务性投 资，存在市场波动风险。 ...

Market Overview - The beverage and dairy sector experienced a decline of 0.35% on October 14, with Yangyuan Beverage leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Miaokelan (600882) with a closing price of 26.04, up 4.54% [1] - Pinwu Food (300892) at 36.16, up 2.76% [1] - Sunshine Dairy (001318) at 14.07, up 1.96% [1] - Conversely, several stocks faced declines, including: - Qiaoyuan Beverage (603156) down 2.05% to 30.61 [2] - Zhuangyuan Pasture (002910) down 2.00% to 10.79 [2] - Dongpeng Beverage (605499) down 1.99% to 290.70 [2] Capital Flow - The beverage and dairy sector saw a net outflow of 9.08 million yuan from institutional investors, while retail investors contributed a net inflow of 16.55 million yuan [2] - The detailed capital flow for selected stocks showed: - Miaokelan (600882) had a net inflow of 90.99 million yuan from institutional investors [3] - Wewei Co. (600300) saw a net inflow of 21.16 million yuan [3] - Sunshine Dairy (001318) recorded a net inflow of 3.02 million yuan [3]

Core Insights - On October 13, 2023, the Shanghai-Hong Kong Stock Connect saw its dedicated seats appear in 12 stocks on the Dragon and Tiger List, indicating significant trading activity in these stocks [1][2] Group 1: Net Buying Stocks - Yongding Co., Ltd. (600105) had a net buying amount of 192.85 million yuan, with a daily increase of 9.99% and a turnover rate of 21.97% [2] - Yuguang Gold Lead Co., Ltd. (600531) recorded a net buying of 110.17 million yuan, with a daily increase of 10.04% and a turnover rate of 10.14% [2] - CanSemi Technology Co., Ltd. (688691) saw a net buying of 22.59 million yuan, with a daily increase of 19.80% and a turnover rate of 25.89% [2] - Lu Wei Optoelectronics (688401) had a net buying of 20.60 million yuan, with a daily increase of 20.00% and a turnover rate of 10.53% [2] - Huahong Semiconductor (688347) experienced a net buying of 17.72 million yuan, with a daily increase of 20.00% and a turnover rate of 15.00% [2] - Hainan Huatie (603300) had a net buying of 8.43 million yuan, with a daily increase of 3.95% and a turnover rate of 23.09% [2] - Meiyan Qixiang (600868) recorded a net buying of 5.24 million yuan, with a daily increase of 10.18% and a turnover rate of 15.08% [2] Group 2: Net Selling Stocks - Baiyin Nonferrous Metals Co., Ltd. (601212) had a net selling amount of 114.10 million yuan, with a daily increase of 10.04% and a turnover rate of 8.36% [2] - Zhend Medical (603301) recorded a net selling of 32.68 million yuan, with a daily increase of 7.05% and a turnover rate of 6.24% [2] - Dazhong Public Utilities (600635) had a net selling of 32.53 million yuan, with no change in daily price and a turnover rate of 22.74% [2] - Yangyuan Beverage (603156) experienced a net selling of 22.42 million yuan, with a daily decrease of 9.21% and a turnover rate of 2.44% [2] - Baotailong (601011) recorded a net selling of 3.50 million yuan, with a daily increase of 10.09% and a turnover rate of 2.35% [2]

Market Overview - The beverage and dairy sector experienced a decline of 2.67% on October 13, with Yangyuan Beverage leading the drop [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Notable gainers included: - Aluminum Wine Foods: closed at 35.19, up 2.89% with a trading volume of 45,700 shares and a turnover of 160 million yuan [1] - BeiYinMei: closed at 6.46, up 1.73% with a trading volume of 672,900 shares and a turnover of 431 million yuan [1] - Significant decliners included: - Qiaoyuan Beverage: closed at 31.25, down 9.21% with a trading volume of 307,100 shares and a turnover of 973 million yuan [2] - Zhuangyuan Pasture: closed at 11.01, down 7.87% with a trading volume of 567,000 shares and a turnover of 689 million yuan [2] Capital Flow - The beverage and dairy sector saw a net outflow of 64.03 million yuan from main funds, while speculative funds had a net inflow of 113 million yuan, and retail investors experienced a net outflow of 48.88 million yuan [2] - Key stocks with significant capital flow included: - Yili Group: net inflow of 95.52 million yuan from main funds, with a net outflow of 79.18 million yuan from retail investors [3] - BeiYinMei: net inflow of 31.25 million yuan from main funds, with a net outflow of 28.77 million yuan from retail investors [3]

Core Viewpoint - The food and beverage sector continues to experience a pullback, with significant declines in major stocks, particularly in the liquor segment, while the Food ETF (515710) shows signs of increased investment interest despite the downturn [1][3][5]. Group 1: Market Performance - The Food ETF (515710) fluctuated throughout the day, with an intraday drop of 1.78% and a closing decline of 1.13% [1]. - Major consumer goods stocks, especially in the liquor category, saw substantial declines, with Yangyuan Beverage down 9.21%, Dongpeng Beverage down 4.84%, and Yanjinpuzi down 3.48% [1][3]. - Over the past five trading days, the Food ETF has attracted a total investment of 50.68 million yuan, and over the last ten days, it has exceeded 110 million yuan [1]. Group 2: Sales Growth in Liquor - During the National Day and Mid-Autumn Festival period, premium liquor brands experienced significant sales growth, with Moutai's sales increasing nearly tenfold year-on-year, and Wuliangye's sales growing nearly threefold [3]. - The rise in sales for these brands indicates a strong premium pricing capability in the instant retail channel, which is becoming a new growth driver for liquor companies [3]. Group 3: Industry Outlook - Analysts suggest that the food and beverage sector is currently at a favorable valuation point, with the food index's price-to-earnings ratio at 20.31, marking a low point in the last decade [3]. - The white liquor sector is expected to see a recovery in sales during peak seasons, with strong performance from leading companies and ongoing supply-side improvements [4]. - The overall sentiment in the liquor market is improving, with some leading companies signaling price stability and channel support [5].

Group 1 - The stock of Yangyuan Beverage (603156) experienced a decline of 9.21% today, with a turnover rate of 2.44% and a trading volume of 973 million yuan, showing a fluctuation of 5.23% [2] - Institutional investors net sold 13.468 million yuan, while the Shanghai-Hong Kong Stock Connect saw a net sell of 22.422 million yuan, leading to a total net sell of 25.188 million yuan from brokerage seats [2] - The stock was listed on the Shanghai Stock Exchange for a daily price deviation of -9.02%, with significant net selling from institutional and foreign investors [2] Group 2 - As of October 10, the margin trading balance for the stock was 280 million yuan, with a financing balance of 269 million yuan and a securities lending balance of 11.2202 million yuan [3] - Over the past five days, the financing balance increased by 154 million yuan, representing a growth of 134.95%, while the securities lending balance rose by 5.1429 million yuan, an increase of 84.63% [3] - The company's semi-annual report released on August 23 indicated that it achieved a revenue of 2.465 billion yuan in the first half of the year, a year-on-year decrease of 16.19%, and a net profit of 744 million yuan, down 27.76% year-on-year [3] Group 3 - The top five buying and selling brokerage seats accounted for a total transaction volume of 182 million yuan, with buying transactions amounting to 60.6868 million yuan and selling transactions totaling 122 million yuan, resulting in a net sell of 61.0792 million yuan [2][4] - The leading buying brokerage was the Shanghai-Hong Kong Stock Connect, with a buying amount of 22.2693 million yuan and a selling amount of 44.6921 million yuan, leading to a net sell of 22.4228 million yuan [2][4] - The top selling brokerage was also the Shanghai-Hong Kong Stock Connect, followed by Huayin Securities and Dongguan Securities, indicating significant selling pressure from these institutions [4]