证券代码：603288 证券简称：海天味业 公告编号：2025-033 佛山市海天调味食品股份有限公司 关于召开 2025 年半年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： 佛山市海天调味食品股份有限公司（以下简称"公司"）将于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面 深入地了解公司 2025 年上半年的经营成果、财务状况，公司计划于 2025 年 9 月 1 日（星期一）15:00-16:00 举行 2025 年半年度业绩说 明会。 会议召开时间：2025 年 9 月 1 日（星期一）15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 8 月 25 日（星期一）至 8 月 29 日（星期五） 16:00 前登录上证路演中心网站，在首页"提问预征集通道 ...

Core Viewpoint - The article discusses the unexpected rise of consumer companies in the Hong Kong stock market, highlighting the missed investment opportunities in companies like Laopoo Gold and others, which were undervalued in the primary market but later became stars in the secondary market [4][10][14]. Group 1: Laopoo Gold's Journey - Laopoo Gold, which saw its stock price increase 12 times since its listing, was initially overlooked in the primary market, with its founder deciding to switch from A-shares to Hong Kong shares [4][5]. - The company received a significant investment from Black Ant at a valuation of 5.225 billion RMB, marking it as the only lead investment in its Pre-IPO round [5][6]. - Despite a lack of interest from other investors, Laopoo Gold's mid-year report showed a nearly 200% year-on-year profit increase, leading to a surge in demand during its IPO, with retail subscriptions oversubscribed by over 580 times [9][10]. Group 2: Market Sentiment and Investment Trends - The article notes a shift in market sentiment, with a growing interest in consumer stocks, particularly in the context of rising gold prices and strong consumer demand [10][20]. - The influx of foreign capital into Hong Kong, driven by expectations of U.S. interest rate cuts and a more favorable view of Chinese assets, has contributed to the bullish sentiment in the market [22][24]. - The consumer sector has become the most active in Hong Kong IPOs, with significant oversubscription rates, indicating a strong appetite for well-performing consumer companies [24][25]. Group 3: Missed Opportunities and Reflections - Several venture capitalists expressed regret over missing investment opportunities in Laopoo Gold and other consumer brands, reflecting a broader trend of underestimating emerging consumer companies [12][14]. - The article highlights that many successful consumer companies were not recognized in the primary market, with investors often focusing on more traditional sectors like tea drinks, which were easier to understand [36][37]. - The narrative emphasizes the importance of recognizing and investing in innovative consumer brands that create new categories, as opposed to following established paths [46][49].

Market Overview - The seasoning and fermentation sector increased by 0.51% on August 21, with Anji Food leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Individual Stock Performance - Anji Food (603696) closed at 12.13, up 3.94% with a trading volume of 309,300 shares and a turnover of 367 million yuan [1] - Zhongjing Food (300908) closed at 32.19, up 1.64% with a trading volume of 48,500 shares and a turnover of 156 million yuan [1] - Angel Yeast (600298) closed at 39.59, up 1.51% with a trading volume of 191,400 shares and a turnover of 758 million yuan [1] - Haitian Flavoring (603288) closed at 39.75, up 0.66% with a trading volume of 189,800 shares and a turnover of 754 million yuan [1] - ST Jiajia (002650) closed at 6.10, up 0.33% with a trading volume of 66,200 shares and a turnover of 40.31 million yuan [1] Capital Flow Analysis - The seasoning and fermentation sector experienced a net outflow of 21.51 million yuan from institutional investors, while retail investors saw a net inflow of 22.28 million yuan [2] - Major stocks like Angel Yeast and Zhongjing Food had varying levels of net inflow and outflow from different investor categories [3] - For instance, Angel Yeast had a net inflow of 22.66 million yuan from institutional investors but a net outflow of 41.06 million yuan from retail investors [3]

Core Viewpoint - The article emphasizes the importance of digital transformation in the food industry as a response to rapid changes in the industry environment and market demand, highlighting the role of technology in upgrading traditional manufacturing [1]. Group 1: Industry Insights - The food industry is recognized as a pillar of the national economy and is undergoing significant transformation driven by digitalization [1]. - The transformation includes advancements from lighthouse factories to synthetic biology, enhancing processes and efficiency, and fostering personalized product innovation [1]. - The food industry serves as a typical case of the transformation and upgrading of traditional manufacturing in China [1]. Group 2: Event Details - The event titled "Finding New Engines: Intelligent Manufacturing Leap of Traditional Industries" will feature discussions with industry leaders, including executives from Hai Tian Flavoring and Angel Yeast [1]. - Special guests from the investment sector, including the ETF Investment Director from Fortune Fund and the Chief Analyst for Food and Beverage from Guolian Minsheng Securities, will engage in interactive discussions with listed company representatives [1]. - The live event will be available on the Yicai website and app on August 22, 2025, at 15:00 [2].

Group 1 - The event focuses on exploring new consumption patterns, models, and products in the food industry under the new industry landscape, featuring executives from Haitian Flavoring and Angel Yeast [1][2] - The Shanghai Stock Exchange, in collaboration with Yicai, aims to promote rational, value, and long-term investment principles, enhancing the demonstration effect of state-owned enterprises and companies listed on the Sci-Tech Innovation Board [1] - The food industry is undergoing rapid transformation and upgrading, leveraging digitalization as a key driver, with advancements in technology enabling personalized product innovation and efficiency improvements [1] Group 2 - The program titled "Finding New Engines: Intelligent Manufacturing Leap of Traditional Industries" will feature discussions with industry leaders and investment analysts [2] - The live event will be available for viewing on Yicai's official website and app on August 22, 2025, at 15:00 [2][3]

Core Insights - The article discusses the release of the "2025 Brand Footprint Report" by Worldpanel, highlighting the top 50 consumer brands in China's fast-moving consumer goods (FMCG) market, using "Consumer Reach Points (CRP)" as a key metric to measure brand penetration and purchase frequency [1][3]. Brand Rankings - The top ten consumer brands in China for 2024 are led by Yili with 1,167.2 million consumer reach points, followed by Mengniu with 968.4 million, and Kangshifu with 801.4 million [4][5]. - Other notable brands in the top ten include Haitian, Xinxiangyin, Vinda, Jinlongyu, Nongfu Spring, Wangwang, and Tongyi, all showing strong market penetration [6]. Growth Dynamics - The report indicates that the growth of brands in China is driven by a "dual engine" of penetration and purchase frequency, with 93% of growth among the top 250 brands coming from increased penetration [11]. - New entrants to the top 50 include Dongfang Shuye and Three Squirrels, both showing significant growth rates of 59% in consumer reach points [10]. Market Trends - The article emphasizes the importance of reaching new consumer households as a primary growth engine, with both penetration and purchase frequency being crucial for brand success in a complex market environment [11]. - The blurring lines between online and offline channels have amplified the need for brands to effectively reach consumers at every decision-making moment [11].

海天味业8月20日大宗交易平台出现一笔成交，成交量35.00万股，成交金额1511.65万元，大宗交易成交 价为43.19元，相对今日收盘价溢价9.37%。该笔交易的买方营业部为东方证券股份有限公司上海黄浦区 中华路证券营业部，卖方营业部为中信证券股份有限公司上海静安区南京西路证券营业部。 进一步统计，近3个月内该股累计发生34笔大宗交易，合计成交金额为1.64亿元。 证券时报·数据宝统计显示，海天味业今日收盘价为39.49元，上涨0.59%，日换手率为0.33%，成交额为 7.20亿元，全天主力资金净流出84.78万元，近5日该股累计上涨2.33%，近5日资金合计净流入4782.11万 元。 两融数据显示，该股最新融资余额为12.14亿元，近5日增加2621.31万元，增幅为2.21%。（数据宝） 8月20日海天味业大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 35 ...

8月20日，海天味业大宗交易成交35万股，成交额1511.65万元，占当日总成交额的2.06%，成交价43.19元，较市场收盘价39.49元溢价9.37%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 东方证券股份有限 | 中信证券股份有限 | | 2025-08-20 | 海天味业 | 603288 | 43.19 35 | 1511.65 | 公司上海黄浦区中 | 公司上海静安区南 | | | | | | | 在三世出五省文 | 六二世界六肖出北 | ...

Group 1 - The food and beverage sector continues to perform strongly, with the Food ETF (515710) showing a maximum intraday increase of 1.48% and currently up by 1.13% [1] - Major stocks in the liquor sector have seen significant gains, with brands like Guizhou Moutai and others experiencing substantial price increases, indicating a bullish trend in the market [1][4] - The food and beverage sector has attracted over 2.3 billion CNY in net inflows from major funds, ranking second among 30 sectors [1][3] Group 2 - Recent product launches by leading liquor brands, such as Guizhou Moutai's cultural products and Gujing Gongjiu's new low-alcohol offerings, reflect the industry's response to consumer trends towards premiumization and younger demographics [3][4] - Analysts suggest that the liquor sector is innovating and adapting to market demands, with expectations of improved performance as consumer sentiment recovers [4] - The current valuation of the Food ETF indicates a favorable investment opportunity, with a price-to-earnings ratio of 20.06, suggesting it is at a low valuation point historically [4][5] Group 3 - The Food ETF (515710) is designed to track the performance of the segmented food and beverage industry index, with a significant portion of its holdings in high-end liquor stocks [5] - The ETF's top holdings include major brands like Moutai, Wuliangye, and others, providing investors with exposure to key players in the food and beverage sector [5]

证券之星消息，8月19日调味发酵品板块较上一交易日下跌0.06%，安琪酵母领跌。当日上证指数报收于 3727.29，下跌0.02%。深证成指报收于11821.63，下跌0.12%。调味发酵品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) | | --- | --- | --- | --- | --- | --- | | 600298 | 安頂酵母 | 38.68 | -1.02% | 14.79万 | 5.71亿 | | 603317 | 天味食品 | 11.93 | -0.83% | 7.21万 | 8608.86万 | | 002650 | ST加加 | 5.98 | -0.66% | 3.65万 | 2187.72万 | | 603027 | 千禾味业 | 12.12 | -0.66% | 1 12.08万 | 1.47亿 | | 600872 | 中炬高新 | 19.12 | -0.16% | 14.43万 | 2.76 Z | | 603288 | 海天味业 | 39.26 | -0.15% | 18.32万 | 7.21亿 | | 603755 ...