海天味业(03288)发布公告，于2025年10月28日，本公司与佛山天德订立物业租赁合同，据此，佛山天 德将位于佛山市南海区桂城街道金明路29号的部分区域出租给本公司，租赁期限为自2025年12月1日起 至2028年11月30日止。 新租赁物业用作办公场所，经考虑该等物业的位置、建筑面积、内部及周边设施等因素后，本公司认为 订立物业租赁合同可为本集团提供更便捷高效的办公设施，提升日常业务运营效率。 ...

新租赁物业用作办公场所，经考虑该等物业的位置、建筑面积、内部及周边设施等因素后，本公司认为 订立物业租赁合同可为本集团提供更便捷高效的办公设施，提升日常业务运营效率。 海天味业（603288）(03288)发布公告，于2025年10月28日，本公司与佛山天德订立物业租赁合同，据 此，佛山天德将位于佛山市南海区桂城街道金明路29号的部分区域出租给本公司，租赁期限为自2025年 12月1日起至2028年11月30日止。 ...

海天味业(03288.HK)公告，于2025年10月28日，公司与佛山天德订立物业租赁合同，据此，佛山天德将 位于佛山市南海区桂城街道金明路29号的部分区域出租给公司，租赁期限为自2025年12月1日起至2028 年11月30日止。 ...

Investment Rating - The investment rating for the industry is "Positive" and maintained [11] Core Insights - The clean label concept aims to simplify ingredient lists, reduce artificial additives, and enhance production transparency, allowing consumers to understand the natural attributes of food products, thereby building consumer trust [5][8] - The market for clean label products in China is expected to grow significantly, with a projected market size of approximately 96.5 billion yuan in 2024, accounting for about 3.31% of total food expenditure [5][9] - The clean label market is driven by short-term factors such as income levels and aging population, while long-term growth is influenced by education levels and policy advocacy [9][41] Summary by Sections Clean Label Market Overview - The clean label market is divided into raw materials and consumer products, with the raw materials market expected to reach approximately 406.9 billion yuan in 2024, and the consumer products market projected to be around 1.79 trillion yuan [28][35] - In 2024, the global clean label food consumption is expected to reach approximately 1.79 trillion yuan, with China's clean label food consumption at about 96.5 billion yuan, indicating significant growth potential [36][58] Factors Driving Clean Label Market Growth - Short-term growth is supported by rising income levels and an aging population, while long-term growth is driven by increased education levels and improved consumer awareness regarding food safety and health [41][52] - The clean label food expenditure ratio in China is projected to reach approximately 4.57% by 2028, with the overall food expenditure expected to reach 3.26 trillion yuan [63] Policy and Regulatory Developments - Recent policy changes in the seasoning and dairy sectors have introduced new clean label requirements, including stricter definitions of "zero additives" and regulations on the use of certain ingredients [70] - The regulatory landscape is shifting towards ensuring transparency and verifiability in food labeling, moving from a focus on safety to a focus on real, quantifiable standards [72]

Group 1 - The Shanghai Composite Index surpassed 4000 points, reaching a nearly ten-year high, indicating a significant recovery in the A-share market [1] - A total of 8 IPOs were launched on October 28, with all new stocks experiencing an increase by the end of the trading day [1] - The A-share market has seen 87 new listings in 2025, raising over 901 billion yuan, surpassing the total fundraising amount of the previous year [1] Group 2 - The Hong Kong IPO market has also rebounded, with 78 companies listed in 2025, raising over 1991 million HKD, more than double the total from the previous year [1] - Major IPOs from companies like CATL, Zijin Mining, and others have driven the Hong Kong Stock Exchange to lead global IPO financing in the first three quarters of 2025 [1][4] - Hundreds of companies are currently in the IPO queue, indicating a robust pipeline for future listings [1] Group 3 - The Beijing Stock Exchange focuses on serving innovative small and medium-sized enterprises, particularly in specialized and innovative sectors, with lower entry barriers and shorter review periods [2] - The first three quarters of 2025 saw 286 new applications for IPOs in Hong Kong, with many companies from new economy sectors such as electric vehicles and biotechnology [3] Group 4 - The majority of companies going public in Hong Kong are from mainland China, with 234 mainland enterprises having filed for IPOs as of October 24, 2025 [4] - Regulatory support, including lowered listing thresholds for specialized technology companies and improved approval processes, has contributed to the vibrant IPO market in Hong Kong [4]

昨日（10月27日），三大指数收盘集体上涨，沪指逼近4000点，继续刷新年内新高，创业板指涨近 2%。食品饮料板块继续回调。 热门ETF中，食品饮料ETF天弘（159736）昨日（10月27日）下跌0.14%，成交额超3400万元，成分股 金字火腿涨停，盐津铺子、百龙创园、会稽山等股跟涨。Wind数据显示，该ETF昨日获净申购2400万 份。 中邮证券在食品饮料2025年三季度前瞻报告中表示，白酒逐渐筑底，大众品茶咖连锁、量贩零食景气度 延续，乳制品、餐饮供应链景气度改善。 开源证券指出，下周进入季报密集披露期，建议关注三季报业绩较好的企业，以饮料、零食类大众品公 司为主。 值得注意的是，该ETF近期持续走弱，但资金却"越跌越买"。Wind数据显示，该ETF近五个交易日持 续"吸金"，累计超8700万元。 食品饮料ETF天弘（159736）紧密跟踪中证食品饮料指数，该指数以中证全指为样本空间，选取归属于 饮料、包装食品与肉类两个行业的上市公司股票作为成分股。十大重仓股包括贵州茅台、伊利股份、五 粮液、山西汾酒、泸州老窖、海天味业等多只大市值龙头股。此外，食品饮料ETF天弘（159736）还配 置了场外联接基金 ...

格隆汇10月28日丨根据联交所最新权益披露资料显示，2025年10月22日，海天味业(03288.HK)获GIC Private Limited在场内以每股均价32.4745港元增持157.5 万股，涉资约5114.73万港元。 增持后，GIC Private Limited最新持股数目为3564.91万股，持股比例由11.70%上升至12.24%。 | 股份代號: | 03288 | | --- | --- | | 上市法國名稱: | 佛山市海天調味食品股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 28/09/2025 - 28/10/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 | | --- | --- | --- | --- | --- | --- | --- | | | 전 | 原因 | 股份數目 | | ( 請參閱上述 * 註 | 有投票權股 (日 / 月 / 年) | | | | | | | | 份百分比 | | | | | | | | (%) | | CS202510 ...

香港联交所最新资料显示，10月22日，新加坡政府投资公司增持海天味业(03288)157.5万股，每股作价 32.4745港元，总金额约为5114.73万港元。增持后最新持股数目为3564.91万股，最新持股比例为 12.24%。 ...

香港联交所最新资料显示，10月22日，新加坡政府投资公司增持海天味业（603288）(03288)157.5万 股，每股作价32.4745港元，总金额约为5114.73万港元。增持后最新持股数目为3564.91万股，最新持股 比例为12.24%。 ...

Core Insights - The seasoning and fermentation sector saw a 0.39% increase on October 27, with Richen Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Stock Performance Summary - Richen Co., Ltd. (603755) closed at 34.18, up 4.85% with a trading volume of 23,300 shares and a turnover of 77.62 million yuan [1] - Baoli Food (603170) closed at 14.50, up 2.62% with a trading volume of 30,700 shares [1] - Anji Food (603696) closed at 12.20, up 1.84% with a trading volume of 65,800 shares [1] - Zhilin Pickles (002507) closed at 13.08, up 1.79% with a trading volume of 190,100 shares [1] - Jialong Co., Ltd. (002495) closed at 2.77, up 1.09% with a trading volume of 207,400 shares [1] - Angel Yeast (600298) closed at 40.62, up 1.02% with a trading volume of 62,300 shares [1] - Haitai Flavor Industry (603288) closed at 38.71, up 0.28% with a trading volume of 130,500 shares [1] Capital Flow Analysis - The seasoning and fermentation sector experienced a net outflow of 93.73 million yuan from institutional investors, while retail investors saw a net inflow of 1.04 million yuan [2] - Major stocks like Haitai Flavor Industry had a net inflow of 12.86 million yuan from institutional investors, but a net outflow of 51.90 million yuan from retail investors [3] - Richen Co., Ltd. had a net inflow of 6.45 million yuan from institutional investors, but also saw a net outflow of 7.80 million yuan from retail investors [3]