A股每股现金红利0.07元 证券代码：603231 证券简称：索宝蛋白 公告编号：2026-008 宁波索宝蛋白科技股份有限公司 2025年前三季度权益分派实施公告 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： ● 每股分配比例 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2026年1月16日的2026年第一次临时股东会审议通过。 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本191,459,105股为基数，每股派发现金红利0.07元（含税），共 计派发现金红利13,402,137.35元。 1.实施办法 除自行发放对象外，其他无限售条件流通股的红利委托中国结算上海分公司通过其资金清算系统向股权 登记日上海证券交易所收市后登记在册并在上海证券交易所各会员办理了指定交易的股东派发。已办理 指定交易的投资者可于红利发放日在其指定的证券营 ...

证券代码：603231 证券简称：索宝蛋白 公告编号：2026-008 宁波索宝蛋白科技股份有限公司 2025年前三季度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.07元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/11 | － | 2026/2/12 | 2026/2/12 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2026 年 1 月 16 日的2026年第一次临时股东会审议通过。 二、 分配方案 1. 发放年度：2025年前三季度 2. 分派对象： 三、 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/11 | － | 2 ...

格隆汇2月5日丨索宝蛋白(603231.SH)公布2025年前三季度权益分派实施公告,本次利润分配以方案实施 前的公司总股本191,459,105股为基数，每股派发现金红利0.07元(含税)，共计派发现金红利 13,402,137.35元。 本次权益分派股权登记日为：2026年2月11日，除权除息日为：2026年2月12日。 ...

格隆汇2月5日丨索宝蛋白(603231.SH)公布2025年前三季度权益分派实施公告,本次利润分配以方案实施 前的公司总股本191,459,105股为基数，每股派发现金红利0.07元(含税)，共计派发现金红利 13,402,137.35元。 本次权益分派股权登记日为：2026年2月11日，除权除息日为：2026年2月12日。 ...

Strategy Research - The macroeconomic landscape shows a divergence in performance, with strong demand for technology hardware driven by AI infrastructure investment, while chemical prices remain robust due to supply constraints [2][3] - High-end liquor prices are stabilizing, indicating some recovery in consumer spending, although the sustainability of this trend remains uncertain [3][4] Food and Beverage Research - The company Sobo Protein is expected to maintain rapid profit growth in Q4 2025, with projected net profit for 2025 ranging from 178 to 191 million yuan, reflecting a year-on-year increase of 46.89% to 57.62% [8][36] - The company is focusing on high-end manufacturing and energy optimization, which is expected to enhance profitability [37] Automotive Research - The Robotaxi market in China is projected to reach a value of 50 billion yuan, with hardware cost reductions and software iterations driving demand [11][29] - The commercial viability of Robotaxi is approaching a critical point, with both L2 and L4 participants accelerating market penetration [11][29] Consumer Sector - The price of high-end liquor, such as Moutai, has increased by 3.9% for original and 3.0% for bulk, likely due to pre-holiday gifting demand [4][16] - The real estate market remains weak, with significant declines in transaction volumes across major cities, although policies to stabilize the market are being implemented [4][16] Technology and Manufacturing - The price of DRAM storage has shown signs of stabilization, with a slight decrease in DDR4 prices and a slight increase in DDR5 prices, while overall prices remain high [5][17] - Chemical prices continue to be strong, with PX prices increasing by 5.2% [5][17] Logistics and Transportation - Passenger transport demand remains stable ahead of the holiday season, with a slight increase in logistics demand reflected in highway and rail freight volumes [18] - Shipping rates have shown mixed trends, with domestic port throughput increasing, indicating a potential recovery in export activity [18] Industry Tracking: Machinery - The company Hangzhou Steam Turbine has signed its first commercial contract for a self-developed gas turbine, marking a significant step towards industrial application [19][20] - The company is also advancing its "B to A" strategy to enhance financing channels for high-investment R&D projects [21] Industry Research: Pharmaceuticals - The total market value of publicly held pharmaceutical stocks decreased from 397.7 billion to 316.1 billion yuan, indicating a decline in investor confidence [23][24] - The chemical preparation sector remains the largest segment within pharmaceutical holdings, accounting for 37.5% of total holdings [23] Industry Research: Information Technology - The median profit growth for computer companies is significantly higher than revenue growth, indicating a trend of improving profitability despite stagnant sales [25][26] - A notable number of companies are experiencing significant profit declines, highlighting a polarized performance within the sector [26][28]

Investment Rating - The report maintains a "Buy" rating for the company [1][6][12]. Core Views - The company is expected to continue its strong profit growth in Q4 2025, with a positive outlook for revenue and profit performance in 2026 [2][12]. - The target price is set at 24.80 CNY per share, based on a 20x PE ratio for 2026E [12][14]. Financial Summary - Total revenue is projected to decline from 1,748 million CNY in 2023 to 1,555 million CNY in 2024, before recovering to 1,681 million CNY in 2025 and reaching 1,869 million CNY in 2026 [4][13]. - Net profit attributable to the parent company is forecasted to decrease from 146 million CNY in 2023 to 121 million CNY in 2024, then rebound to 187 million CNY in 2025 and further to 238 million CNY in 2026 [4][13]. - Earnings per share (EPS) is expected to be 0.76 CNY in 2023, decreasing to 0.63 CNY in 2024, and then increasing to 0.98 CNY in 2025 and 1.24 CNY in 2026 [4][13]. - The return on equity (ROE) is projected to improve from 7.5% in 2023 to 11.3% in 2026 [4][13]. Market Data - The company's market capitalization is approximately 3,670 million CNY, with a share price range of 14.28 to 22.05 CNY over the past 52 weeks [7][12]. - The current share price is 19.17 CNY [12]. Production Capacity and Growth - New production capacity is expected to be released gradually, contributing to steady revenue growth. A 30,000-ton soybean protein production line is anticipated to be operational by December 2026, with an expected annual revenue of 260 million CNY [12][13].

Investment Rating - The report maintains a "Buy" rating for the company [1][6][12] Core Views - The company is expected to continue its strong profit growth in Q4 2025, with a positive outlook for revenue and profit performance in 2026 [2][12] - The target price is set at 24.80 CNY per share, based on a 20x PE ratio for 2026E [12][14] Financial Summary - Total revenue is projected to decline from 1,748 million CNY in 2023 to 1,555 million CNY in 2024, before recovering to 1,681 million CNY in 2025 and reaching 1,869 million CNY in 2026 [4][13] - Net profit attributable to the parent company is expected to decrease from 146 million CNY in 2023 to 121 million CNY in 2024, then rebound to 187 million CNY in 2025 and further to 238 million CNY in 2026 [4][13] - Earnings per share (EPS) is forecasted to be 0.76 CNY in 2023, decreasing to 0.63 CNY in 2024, and then increasing to 0.98 CNY in 2025 and 1.24 CNY in 2026 [4][13] - The return on equity (ROE) is projected to improve from 7.5% in 2023 to 11.3% in 2026 [4][13] Market Data - The company's market capitalization is approximately 3,670 million CNY, with a share price range of 14.28 to 22.05 CNY over the past 52 weeks [7][12] - The current share price is 19.17 CNY [12] Production Capacity and Growth - New production capacity is expected to be released gradually, contributing to steady revenue growth [12] - A 30,000-ton soybean protein production line is anticipated to be operational by December 2026, with an expected annual revenue of 260 million CNY [12]

Core Viewpoint - The stock of Suobao Protein (603231.SH) is currently trading at 19.17 yuan, reflecting a decline of 1.03% and is in a state of underperformance since its IPO [1] Group 1: IPO Details - Suobao Protein was listed on the Shanghai Stock Exchange on December 15, 2023, with a total issuance of 47.86 million shares, all being new shares without any existing shares being transferred [1] - The IPO price was set at 21.29 yuan per share, and the total funds raised amounted to 1.019 billion yuan, with a net amount of 979.46 million yuan after expenses [1] - The final net fundraising exceeded the original plan by 424.87 million yuan, indicating strong investor interest [1] Group 2: Fund Utilization - The company plans to utilize the raised funds for several projects, including a 30,000-ton soybean textured protein production line, a 5,000-ton soybean granular protein production line, and a 75-ton medium-temperature and medium-pressure efficient coal powder boiler project, as well as for working capital [1] Group 3: Underwriting and Fees - The total issuance costs for the public offering amounted to 39.59 million yuan (excluding tax), with underwriting and sponsorship fees accounting for 27.36 million yuan [1]

证券日报网讯 2月2日，索宝蛋白在互动平台回答投资者提问时表示，截至2026年1月31日，公司股东人 数为15890户。 （文章来源：证券日报） ...

Group 1 - The agricultural processing sector increased by 0.88% on January 30, with Tianye Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] - Key stocks in the agricultural processing sector showed various performance metrics, with Tianye Co., Ltd. closing at 4.90, up 3.16%, and trading volume of 467,000 shares, amounting to 232 million yuan [1] Group 2 - The agricultural processing sector saw a net inflow of 178 million yuan from main funds, while retail investors experienced a net outflow of 241 million yuan [2] - Major stocks like COFCO Sugar and Tianye Co., Ltd. had significant net inflows from main funds, with COFCO Sugar receiving 101 million yuan, representing 7.13% of its total [3] - Retail investors showed a negative trend in several stocks, with COFCO Sugar and Tianye Co., Ltd. experiencing net outflows of 8.57 million yuan and 3.54 million yuan, respectively [3]