证券之星消息，9月10日食品加工板块较上一交易日下跌0.27%，汤臣倍健领跌。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。食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) | | | --- | --- | --- | --- | --- | --- | --- | | 836826 | 盖世食品 | 15.28 | 6.18% | 15.83万 | | 2.34亿 | | 603262 | 技源集团 | 31.93 | 2.64% | 5.95万 | | 1.90亿 | | 603237 | 五芳斋 | 19.16 | 2.35% | 11.42万 | | 2.19亿 | | 002330 | 得利斯 | 4.95 | 1.85% | 12.46万 | | 6137.08万 | | 000639 | 西王食品 | 3.42 | 1.79% | 59.43万 | | 2.02亿 | | 000529 | 广弘控股 | 6.47 | 1.25% | 10.23万 | | 6570.18万 | | ...

Investment Rating - The investment rating for the company is "Buy" and it is maintained [5] Core Views - The company's total revenue for H1 2025 reached 1.592 billion, a year-on-year increase of 0.66%, while the net profit attributable to shareholders was 195 million, down 16.7% [3][4] - In Q2 2025, total revenue was 1.349 billion, a decrease of 1.84%, and the net profit attributable to shareholders was 240 million, down 20.95% [3][4] - The core business revenue for H1 2025 was 1.556 billion, slightly up by 0.32% compared to the same period last year, with the main product, the rice dumpling series, contributing 1.331 billion, a growth of 0.38% [8] - The company has seen significant growth in e-commerce and supermarket channels, with e-commerce revenue reaching 396 million, up 6.64%, and supermarket revenue at 249 million, up 8.59% [8] Financial Performance - The gross profit margin decreased by 3.80 percentage points to 41.02% in H1 2025, while the net profit margin fell by 2.55 percentage points to 12.22% [8] - The company is expected to achieve net profits of 129 million, 142 million, and 161 million for the years 2025, 2026, and 2027 respectively, with corresponding EPS of 0.65, 0.72, and 0.82 [8][14]

Group 1 - The company, Wufangzhai, announced a share repurchase plan to be executed from September 1 to September 4, 2025 [2] - A total of 406,600 shares will be repurchased, which represents 0.2063% of the company's current total share capital [2]

Core Viewpoint - Zhejiang Wufangzhai Industrial Co., Ltd. is actively repurchasing shares to implement an employee stock ownership plan or equity incentive, with a total expected repurchase amount between 35 million and 70 million RMB [1][2]. Group 1: Share Repurchase Plan - The share repurchase plan was first disclosed on June 28, 2025, with an implementation period from June 27, 2025, to June 26, 2026 [1]. - The total expected repurchase amount is between 35 million RMB and 70 million RMB, with a maximum repurchase price of 29.12 RMB per share [1]. - The company has repurchased a total of 406,600 shares, representing 0.2063% of the total share capital, with a total expenditure of 7,248,848.00 RMB [2]. Group 2: Progress of Share Repurchase - As of September 4, 2025, the company has successfully repurchased 406,600 shares through competitive trading, with the highest transaction price at 18.00 RMB per share and the lowest at 17.39 RMB per share [2]. - The repurchase complies with relevant laws and regulations, as well as the company's share repurchase plan requirements [2]. - The company will continue to make repurchase decisions based on market conditions and will fulfill information disclosure obligations regarding the progress of the share repurchase [2].

证券代码：603237 证券简称：五芳斋 公告编号：2025-059 浙江五芳斋实业股份有限公司 关于股份回购进展公告 2025 年 9 月 1 日-2025 年 9 月 4 日，公司通过上海证券交易所交易系统以集中 竞价交易方式实施了回购。回购的股份数量为 406,600 股，占公司当前总股本的比 例为 0.2063%，成交最高价为 18.00 元/股，成交最低价为 17.39 元/股，已支付的资 金总额为人民币 7,248,848.00 元（不含交易费用）。本次回购符合法律法规的有关 规定和公司回购股份方案的要求。 三、 其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 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。 | 回购方案首次披露日 | 2025/6/28 | | | | | --- | --- | --- | ...

格隆汇9月4日丨五芳斋(603237.SH)公布，2025年9月1日-2025年9月4日，公司通过上海证券交易所交易 系统以集中竞价交易方式实施了回购。回购的股份数量为406,600股，占公司当前总股本的比例为 0.2063%，成交最高价为18.00元/股，成交最低价为17.39元/股，已支付的资金总额为人民币7,248,848.00 元（不含交易费用）。本次回购符合法律法规的有关规定和公司回购股份方案的要求。 ...

Group 1 - The food processing sector increased by 1.03% on September 4, with Gai Shi Food leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] - Gai Shi Food's stock price rose by 16.36% to 15.36, with a trading volume of 261,400 shares and a transaction value of 385 million yuan [1] Group 2 - The food processing sector saw a net inflow of 15.27 million yuan from main funds, while retail funds had a net inflow of 86.17 million yuan [2] - The stock of Huifa Food experienced a net inflow of 56.97 million yuan from main funds, despite a net outflow of 21.70 million yuan from retail funds [3] - Xiwang Food had a net inflow of 25.68 million yuan from main funds, with retail funds showing a net outflow of 15.37 million yuan [3]

Market Overview - The Shanghai Composite Index is at 3757.36 points, with a decline of 1.47% and total A-share trading volume of 20349.66 billion yuan [1] - As of now, 73 A-shares have surpassed their annual line, with notable stocks showing significant deviation rates [1] Notable Stocks - Stocks with the highest deviation rates include: - Aibulu (301259) with a deviation rate of 8.09% and a price increase of 10.22% [1] - Gongxiao Daji (000564) with a deviation rate of 8.06% and a price increase of 8.56% [1] - Shenglong Co. (603178) with a deviation rate of 6.11% and a price increase of 10.02% [1] - Other stocks with lower deviation rates that have just crossed the annual line include: - Weiguang Biological, Changjiang Electric Power, and Yunnan Tourism [1] Deviation Rate Rankings - The top stocks by deviation rate on September 4 include: - Aibulu (301259): Latest price 47.35 yuan, annual line 43.81 yuan [1] - Gongxiao Daji (000564): Latest price 2.79 yuan, annual line 2.58 yuan [1] - Shenglong Co. (603178): Latest price 20.54 yuan, annual line 19.36 yuan [1] - Additional stocks with notable performance include: - Wufangzhai (603237) with a deviation rate of 4.78% [1] - Yuanzhu Co. (603886) with a deviation rate of 3.50% [1]

Market Overview - The Shanghai Composite Index closed at 3738.32 points, with a decline of 1.97%, and the total trading volume of A-shares reached 1618.672 billion yuan [1] - As of today, 63 A-shares have surpassed their annual moving average, indicating a positive trend for these stocks [1] Notable Stocks - The stocks with the largest deviation rates from their annual moving average include: - Aibulu (301259) with a deviation rate of 11.16% and a daily increase of 13.36% [1] - Wufangzhai (603237) with a deviation rate of 5.06% and a daily increase of 6.65% [1] - Gongxiao Daji (000564) with a deviation rate of 3.81% and a daily increase of 4.28% [1] - Other stocks that have just crossed their annual moving average with smaller deviation rates include: - Jianzhijia (乖离率较小) and Dongfang Haiyang, which have just recently crossed the annual line [1] Trading Data - The trading data for stocks that broke through the annual moving average includes: - Aibulu (301259): Latest price 48.70 yuan, annual line 43.81 yuan, turnover rate 17.66% [1] - Wufangzhai (603237): Latest price 18.61 yuan, annual line 17.71 yuan, turnover rate 5.13% [1] - Gongxiao Daji (000564): Latest price 2.68 yuan, annual line 2.58 yuan, turnover rate 8.36% [1]

Company Overview - Wufangzhai, established on April 27, 1998, is located in Jiaxing, Zhejiang Province, and was listed on August 31, 2022. The company specializes in the research, production, and sales of glutinous rice-based food products [2] - The main revenue composition includes: Zongzi series 70.13%, Mooncake series 10.49%, Egg products, pastries, and others 10.48%, Meal series 5.98%, and Others 2.92% [2] Stock Performance - As of September 3, Wufangzhai's stock price decreased by 2.01% to 17.51 CNY per share, with a trading volume of 59.82 million CNY and a turnover rate of 1.72%, resulting in a total market capitalization of 3.452 billion CNY [1] - Year-to-date, the stock price has declined by 2.24%, with a 5-day drop of 2.18%, a 20-day decline of 0.62%, and a 60-day increase of 1.86% [2] Financial Performance - For the first half of 2025, Wufangzhai reported a revenue of 1.592 billion CNY, reflecting a year-on-year growth of 0.66%. However, the net profit attributable to shareholders decreased by 16.70% to 195 million CNY [2] - Since its A-share listing, Wufangzhai has distributed a total of 347 million CNY in dividends [3] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 34.30% to 16,700, with an average of 7,295 circulating shares per shareholder, a decrease of 25.54% [2] - Among the top ten circulating shareholders, Dazhong Strategy Return Mixed A (090007) holds 1.2532 million shares, down by 969,300 shares from the previous period, while Dazhong Ruixiang Mixed A (008269) has exited the top ten list [3]