人民财讯11月11日电，索宝蛋白（603231）11月11日公告，股东济南财金复星惟实股权投资基金合伙企 业(有限合伙)(简称"济南复星")和其一致行动人上海复星创富投资管理股份有限公司-宁波梅山保税港区 复星惟盈股权投资基金合伙企业(有限合伙)(简称"宁波复星")拟通过集中竞价或大宗交易方式，减持公 司股份合计不超过574.38万股，即不超过公司总股本的3%。济南复星与宁波复星为一致行动人关系， 合计持有公司股份2694.61万股，占公司总股本的14.07%。 ...

Core Points - The shareholders of Sobor Protein, Jinan Caijin Fuxing Weishi Equity Investment Fund Partnership (Limited Partnership) and its concerted party Ningbo Meishan Bonded Port Area Fuxing Weiying Equity Investment Fund Partnership (Limited Partnership), hold a total of 26.9461 million shares, accounting for 14.074% of the company's total equity [1] - Jinan Fuxing and Ningbo Fuxing plan to reduce their holdings by no more than 5.7438 million shares, which is up to 3% of the total equity [1] - The reduction will occur through centralized bidding or block trading, with a period set from December 3, 2025, to March 2, 2026, and the selling price will be determined by market conditions [1] Summary by Category Shareholding Structure - Jinan Fuxing and Ningbo Fuxing collectively hold 26.9461 million shares, representing 14.074% of Sobor Protein's total equity [1] Reduction Plan - The planned reduction involves a maximum of 5.7438 million shares, equating to 3% of the total equity [1] - The reduction will be executed via centralized bidding (up to 1.9146 million shares) and block trading (up to 3.8292 million shares) [1] Timeline and Pricing - The reduction period is scheduled from December 3, 2025, to March 2, 2026 [1] - The selling price will be based on market prices at the time of the transaction [1]

格隆汇11月11日丨索宝蛋白(603231.SH)公布，济南复星、宁波复星处于自身经营发展需要，拟通过集 中竞价或大宗交易方式减持公司股份合计不超过574.38万股，即不超过公司总股本的3%。其中，拟通 过集中竞价交易方式减持不超过191.46万股，即不超过公司总股本的1%；拟通过大宗交易方式减持不 超过382.92万股，即不超过公司总股本的2%。减持期间自本减持计划公告披露之日起15个交易日后 （即2025年12月3日后）的3个月内，减持价格按市场价格确定。 ...

Core Insights - The plant-based meat concept has seen a rise of 2.26%, ranking fourth among concept sectors, with 18 stocks increasing in value, notably Guoen Co., Sobo Protein, and Lingge Technology, which rose by 9.68%, 7.19%, and 6.25% respectively [1] Market Performance - The leading concept sectors for the day included cultivated diamonds at 6.08% and plant-based meat at 2.26%, while sectors like Chinese AI 50 and internet insurance saw declines of -1.76% and -1.43% respectively [2] - The plant-based meat sector experienced a net outflow of 7.7462 million yuan, with nine stocks seeing net inflows, led by Jinzi Ham with a net inflow of 32.2749 million yuan [2] Fund Flow Analysis - The stocks with the highest net inflow ratios in the plant-based meat sector included Jia Hua Co., Jinzi Ham, and Sobo Protein, with net inflow rates of 13.19%, 12.45%, and 7.97% respectively [3] - The top stocks in terms of net inflow and performance included: - Jinzi Ham: 1.28% increase, 3.38% turnover rate, 32.2749 million yuan net inflow, 12.45% net inflow ratio - Sobo Protein: 7.19% increase, 10.36% turnover rate, 18.9609 million yuan net inflow, 7.97% net inflow ratio - Jia Hua Co.: 2.06% increase, 3.44% turnover rate, 12.1588 million yuan net inflow, 13.19% net inflow ratio [3][4]

证券代码：603231 证券简称：索宝蛋白 宁波索宝蛋白科技股份有限公司 2025 年第一次临时股东大会 会议资料 2025 年 11 月 1 | | | | 2025 年第一次临时股东大会会议须知 3 | | --- | | 2025 年第一次临时股东大会会议议程 5 | | 议案一：关于取消监事会、修改《公司章程》的的议案 7 | | 议案二：关于修订公司部分管理制度的议案 8 | | 议案三：关于部分募投项目变更并向全资子公司增资以实施募投项目的议案 10 | 宁波索宝蛋白科技股份有限公司 2025 年第一次临时股东大会会议须知 各位股东及股东代表： 为了维护广大投资者的合法权益，确保宁波索宝蛋白科技股份有限公司（以 下简称"公司"）2025年第一次临时股东大会顺利召开，根据《中华人民共和国 公司法》《公司章程》及公司《股东大会议事规则》等有关规定，制定本须知， 请出席股东大会的全体人员自觉遵守。 1、本次股东大会设会务组，由公司董事会秘书、公司证券部及合规部负责会 议的程序安排和会务工作。 2、请出席大会的股东或股东代理人（以下统称"股东"）务必携带相关证明 材料原件（身份证、授权委托书、证券账户卡、 ...

于 2025 年 11 月 18 日（星期二）15:00-16:00 在"价值在线"（www.ir-online.cn） 以网络互动方式召开宁波索宝蛋白科技股份有限公司 2025 年第三季度业绩说明 会，与投资者进行沟通和交流，在信息披露允许的范围内就投资者普遍关注的问 题进行回答，广泛听取投资者的意见和建议。 证券代码：603231 证券简称：索宝蛋白 公告编号：2025-030 宁波索宝蛋白科技股份有限公司 关于举办2025年第三季度业绩说明会的 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法律责任。 重要内容提示： 一、说明会类型 宁波索宝蛋白科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日在上海证券交易所网站（www.sse.com.cn）披露了《2025 年第三季度报告》。 为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公司定 会议召开时间：2025 年 11 月 18 日（星期二）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方 ...

Group 1 - The agricultural processing sector increased by 1.05% on November 10, with Yichang Magic leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Key stocks in the agricultural processing sector showed significant price increases, with Yichang Magic rising by 6.97% to a closing price of 38.38 [1] Group 2 - The agricultural processing sector saw a net inflow of 30.35 million yuan from main funds, while retail investors experienced a net outflow of 48.61 million yuan [2] - Major stocks like COFCO Sugar and Jinlongyu attracted significant main fund inflows of 59.89 million yuan and 36.12 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with notable outflows from COFCO Sugar and Jinlongyu [3]

（文章来源：证券日报） 证券日报网讯索宝蛋白11月4日在互动平台回答投资者提问时表示，截至2025年10月31日，公司股东人 数为17，895户。 ...

Investment Rating - The report assigns an "Outperform" rating to the company, with a target price of 26.5 RMB per share based on a 25x PE for 2025E [4][13]. Core Insights - The company has shown steady revenue growth in the first three quarters, with a revenue of 1.24 billion RMB, representing a year-over-year increase of 7.37%. The gross profit margin (GPM) increased by 6.81 percentage points to 17.91%, while the net profit attributable to shareholders grew by 60% to 147 million RMB [4][14]. - In Q3 2025, the company achieved a revenue of 466 million RMB, a significant year-over-year growth of 21.75%, with a GPM of 16.53% [4][15]. - The company is expanding its overseas market presence, with notable cost reduction and efficiency improvements, including the commencement of sales in Singapore [4][16]. Financial Summary - Total revenue projections for 2023A to 2027E are as follows: 1,748 million RMB, 1,555 million RMB, 1,681 million RMB, 1,869 million RMB, and 2,066 million RMB, respectively [2]. - Net profit attributable to shareholders is projected to grow from 146 million RMB in 2023A to 294 million RMB in 2027E, with significant growth rates in the intervening years [2]. - The earnings per share (EPS) forecast for 2025E is 1.06 RMB, increasing to 1.53 RMB by 2027E [4][13].

Core Insights - The agricultural processing sector experienced a rise of 0.87% on November 3, with Huazi Industrial leading the gains [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Agricultural Processing Sector Performance - Huazi Industrial (600191) closed at 9.11, up 4.35% with a trading volume of 233,300 shares and a turnover of 210 million yuan [1] - Jingliang Holdings (000505) closed at 7.02, up 3.24% with a trading volume of 253,200 shares and a turnover of 176 million yuan [1] - Zuneng Co., Ltd. (003030) closed at 21.12, up 2.92% with a trading volume of 52,800 shares and a turnover of 111 million yuan [1] - Other notable performers include COFCO Sugar (600737) at 16.01, up 2.43%, and Guangnong Sugar (000911) at 7.89, up 2.33% [1] Capital Flow Analysis - The agricultural processing sector saw a net inflow of 60.82 million yuan from institutional investors, while retail investors experienced a net outflow of 14.89 million yuan [2] - Major stocks like COFCO Sugar had a net inflow of 10.3 million yuan from institutional investors but faced significant outflows from retail investors [3] - Double Tower Food (002481) recorded a net inflow of 25.30 million yuan from institutional investors, indicating strong institutional interest [3]