证券之星消息，12月19日调味发酵品板块较上一交易日上涨2.26%，安琪酵母领涨。当日上证指数报收 于3890.45，上涨0.36%。深证成指报收于13140.22，上涨0.66%。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 | 44.59 | 5.81% | 16.08万 | | 7.02亿 | | 603696 | 安记食品 | 20.20 | 5.21% | 49.46万 | | 9.81亿 | | 002495 | 佳隆股份 | 2.84 | 4.80% | 49.93万 | | 1.40亿 | | 603027 | 千禾味业 | 10.00 | 4.28% | - 36.42万 | | 3.57亿 | | 300908 | 仲景食品 | 28.75 | 2.64% | 1.92万 | | 5484.89万 | | 603170 | 宝立食品 | 14.79 | 2.57% | 2.41万 | | 3527. ...

记者 | 石潇懿 12月18日晚间，海天味业（603288.SH）发布公告表示，拟向全体股东派发超17亿元特别分红，并承诺未来三年（2025年度至2027年度）每年度现金分红 比例不低于当年归母净利润的80%。 根据公告，公司拟向全体股东每10股派发现金红利3.0元（含税），以扣除回购专用证券账户股份后的股本基数计算，合计拟派发现金红利17.54亿元（含 税）。海天味业表示，此次特别分红是基于2025年公司稳健的发展态势，同时恰逢全球最大调味品生产基地——高明园区投产20周年且获评"世界灯塔工 厂"，经董事会审议，拟实施一次特别分红。 值得注意的是，今年9月海天味业已完成2025年半年度分红，合计派现15.19亿元（含税）。若本次特别分红顺利实施，公司2025年累计分红将达32.73亿元 （含税），约占前三季度归母净利润的61.50%。 同步披露的未来三年股东回报规划显示，2025年度至2027年度，公司每年现金分红总额占当年归母净利润比例不低于80%，且该比例不含特别分红（如 有）。公司称，此举基于对行业及自身长期发展的坚定信心，旨在与股东共享发展成果，增强投资者长期持有信心。 公开数据显示，海天味业自20 ...

海天味业（603288）(03288)涨近4%，截至发稿，涨3.76%，报33.68港元，成交额5014.78万港元。 华泰证券认为，公司重视股东回报，此次特别分红进一步强化了公司中长期价值；展望来看，看好公司 依托强管理能力实现国内份额的持续提升，港股上市有助公司提升海外影响力，并将供应链/产品/渠道 经验向海外输出、加速拓展全球业务。 消息面上，12月18日晚间，海天味业公告2025年回报股东特别分红预案，公司拟每10股派发现金红利 3.0元（含税），拟合计派发现金红利约17.54亿元（含税）。同日，海天味业披露《未来三年（2025- 2027年）股东回报规划》，承诺期内每年现金分红总额占当年归属于母公司股东净利润的比例不低于 80%，该规划尚需股东大会审议。 ...

华泰证券认为，公司重视股东回报，此次特别分红进一步强化了公司中长期价值；展望来看，看好公司 依托强管理能力实现国内份额的持续提升，港股上市有助公司提升海外影响力，并将供应链/产品/渠道 经验向海外输出、加速拓展全球业务。 消息面上，12月18日晚间，海天味业公告2025年回报股东特别分红预案，公司拟每10股派发现金红利 3.0元（含税），拟合计派发现金红利约17.54亿元（含税）。同日，海天味业披露《未来三年（2025- 2027年）股东回报规划》，承诺期内每年现金分红总额占当年归属于母公司股东净利润的比例不低于 80%，该规划尚需股东大会审议。 智通财经APP获悉，海天味业(03288)涨近4%，截至发稿，涨3.76%，报33.68港元，成交额5014.78万港 元。 ...

分红方面，海天味业A股上市后累计派现327.10亿元。近三年，累计派现131.96亿元。 机构持仓方面，截止2025年9月30日，海天味业十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1.49亿股，相比上期减少4683.27万股。中国证券金融股份有限公司位居第八大流通股东， 持股5253.99万股，持股数量较上期不变。华泰柏瑞沪深300ETF（510300）退出十大流通股东之列。 资料显示，佛山市海天调味食品股份有限公司位于广东省佛山市文沙路16号,香港湾仔皇后大道东248号 大新金融中心40楼，成立日期2000年4月8日，上市日期2014年2月11日，公司主营业务涉及佛山市海天 调味食品股份有限公司是一家主要从事生产和销售调味品的中国公司。该公司的产品包括酱油、调味 酱、蚝油、鸡精、醋等系列产品，其中酱油、调味酱和蚝油是主要产品。其调味酱用于调制烧烤调料、 火锅涮料等。其蚝油适用于炒制蔬菜、拌食粉面等。该公司主要在国内开展其业务。主营业务收入构成 为：酱油52.05%，其他16.45%，蚝油16.43%，调味酱10.68%，其他(补充)4.39%。 海天味业所属申万行业为：食品饮料-调味发酵 ...

Group 1 - The article discusses China's technological advancements, particularly in the development of extreme ultraviolet (EUV) lithography machines, which have been a focus of concern for Western nations [1] - It highlights that only Dutch company ASML currently produces EUV lithography machines, while China has made progress in deep ultraviolet (DUV) lithography machines, with official parameters announced for domestic DUV machines [1] - The Ministry of Commerce has approved some general license applications for rare earth exports, indicating a gradual easing of export controls as Chinese exporters meet basic requirements [2] Group 2 - The China Securities Regulatory Commission (CSRC) aims to steadily expand high-level institutional openness in the capital market, enhancing its attractiveness and inclusivity to better serve economic development [3] - The State Administration for Market Regulation emphasizes the need to address "involutionary" competition and promote a healthy market order that encourages fair competition and optimizes the business environment [2] Group 3 - Zhongwei Company is planning to acquire a controlling stake in Hangzhou Zhonggui Electronic Technology Co., with its stock suspended from trading starting December 19, 2025, for up to 10 trading days [3] - Guoao Technology's former actual controller was sentenced to six years in prison for manipulating the securities market, but the company’s operations remain normal and unaffected [5] - Haitian Flavor Industry has announced a shareholder return plan for 2025-2027, committing to a cash dividend ratio of no less than 80% of net profit [5] - China International Capital Corporation (CICC) will distribute a total cash dividend of 434 million yuan for the first half of 2025, with the record date set for December 26, 2025 [5] - Luyuan Pharmaceutical reported that its recent business operations are normal, with no significant changes in the internal and external operating environment [6] - Western Mining's subsidiary has obtained a mining license for a polymetallic mine, with significant resource estimates including 2.86 tons of gold [7] - Sichuan Road and Bridge announced that China Post Insurance has increased its stake to 5% through market purchases [8] - Hongda Electronics' associate company Jiangsu Zhanchin's application for listing on the ChiNext has been accepted, with the company holding a 13.79% stake [9] - WuXi AppTec reported that 18 shareholders collectively reduced their holdings by approximately 29.5 million shares between November 26 and December 17 [9]

今日关注 申购提示：今日3只新股申购。 商务部：已批准部分稀土出口通用许可申请。 10．当地时间18日，英国央行英格兰银行宣布，将基准利率由此前的4%下调至3.75%。这是2024年8月 以来的第6次降息，也是英国自2023年2月以来的最低基准利率。 4．商务部新闻发言人何亚东在12月18日举行的例行新闻发布会上说，中方注意到，欧委会近期密集对 中国企业发起《外国补贴条例》（FSR）调查，先后对中车集团、同方威视发起深入调查，甚至对中国 数字平台进行现场突袭检查，做法恶劣，指向性和歧视性明显。中方对此强烈反对。希望欧方立即停止 对包括中国在内的外国投资企业的无理打压，审慎使用FSR调查工具，为在欧投资经营企业创造公平、 公正、可预期的营商环境。中方密切关注欧方有关动向，将采取必要措施，坚决维护中国企业合法权 益。 5．香港交易所于12月18日刊发《优化香港证券市场每手买卖单位框架》的咨询文件，主要包含以下三 个部分：1.将每手价值的指引下限从2000港元降至1000港元。2.增设50000港元的每手价值指引上限。3. 将每手股数的种类减至八种标准化的选项：1股、50股、100股、500股、1000股、2000 ...

第 779 期 12月18日，深交所上市委公告，将于12月25日审议深圳大普微电子股份有限公司首发事项。这也意味着创业板首家获受理的未盈利企业，将迎来IPO大考。 大普微主要从事数据中心企业级 SSD产品的研发和销售。2022年至2025年上半年累计亏损15.66亿元。 2025-12-19 焦点事件 吴清：持续提高资本市场制度包容性吸引力 12月18日， 证监会主席、中国资本市场学会会长吴清出席中国资本市场学会学术委员会成立会议暨第一届第一次全体委员会议，并主持召开资本市场"十五 五"规划专家座谈会。 会上，大家围绕如何做好资本市场"十五五"规划提出了前瞻性、建设性的意见建议。吴清表示，证监会将深入学习贯彻党的二十届四中全会和中央经济工作 会议精神，扎实推进资本市场"十五五"规划编制和实施，紧扣防风险、强监管、促高质量发展的工作主线，持续深化资本市场投融资综合改革，稳步扩大制 度型高水平对外开放，持续提高资本市场制度包容性吸引力，更好服务经济高质量发展和中国式现代化大局。 美国11月CPI同比增长2.7%，预估为增长3.1%。美国11月核心CPI同比增长2.6%，预估为增长3%。美国上周首次申领失业救济人数 ...

Group 1 - The core message of the news is the emphasis on the continuous deepening of comprehensive reforms in the capital market during the 15th Five-Year Plan period, focusing on enhancing quality and efficiency [2][39] - Experts suggest increasing the inclusiveness and adaptability of listing and trading systems to attract high-quality companies from new productive sectors [2][39] - There is a call to expand patient capital, long-term capital, and strategic capital supply, while also promoting active mergers and acquisitions and strict delisting norms [2][39] Group 2 - The A500 ETF has seen a significant surge in trading volume, with a record daily turnover exceeding 520 billion yuan on December 17, indicating strong investor interest [3][40] - The net inflow for A500 ETF on the same day surpassed 11 billion yuan, highlighting its status as a major capital attraction [3][40] Group 3 - Alibaba is shifting its investment focus towards the AI sector, with AI investments rising from 4% to 50% of its total investment portfolio since 2023 [4][41] - The company has made significant investments in embodied intelligence, as evidenced by its recent stake in Shanghai Qunchu Intelligent Technology Co., which increased its registered capital [4][41] Group 4 - The dollar index has dropped over 9% this year, closing at 98.3978 on December 17, reflecting a downward trend influenced by weak economic data and dovish signals from the Federal Reserve [5][42] - The dollar index has seen a cumulative decline of 1.72% from November 20 to December 17, indicating a shift in market expectations regarding interest rate cuts [5][42] Group 5 - The People's Bank of China has resumed 14-day reverse repos to ensure liquidity stability, conducting operations totaling 1.883 billion yuan on December 18 [6][43] - The central bank aims to maintain ample liquidity in the banking system to meet diverse funding needs of different institutions [6][43] Group 6 - Electrolytic manganese prices have surged for 13 consecutive days, reaching a new high of 17,820 yuan per ton, with a total increase of over 2,300 yuan per ton in December [7][44][45] - The price increase represents a nearly 15% rise since the beginning of December, marking the highest level since May 2022 [7][45] Group 7 - The Trump administration has reaffirmed its goal of returning to the moon by 2028, with plans to establish a permanent lunar outpost by 2030 [8][46] - The initiative aims to stimulate private sector innovation and investment in space exploration and safety [8][46] Group 8 - The CPI's unexpected decline has boosted expectations for interest rate cuts, leading to a significant surge in U.S. stock markets, including a 38% spike in Trump Media Technology Group's stock [9][47] - The merger with TAE Technologies aims to create one of the first publicly listed fusion energy companies, with plans to build a utility-scale fusion power plant by 2026 [9][47] Group 9 - Haidilao plans to distribute a special dividend of 1.754 billion yuan, with a commitment to maintain a dividend payout ratio of no less than 80% over the next three years [14][51][52] - The company has a history of generous dividends, having previously distributed 1.519 billion yuan in cash dividends for the first half of 2025 [14][52] Group 10 - The Japanese government has restructured the "Apple tax," significantly reducing commission rates for various payment scenarios, allowing developers to integrate third-party payment systems [15][53] - This change is expected to enhance competition and reduce costs for developers operating within the Apple ecosystem [15][53]

Company News - GuoDun Quantum's chairman, Lv Pin, unexpectedly passed away [7] - CICC announced a cash dividend of 434 million yuan for the first half of 2025, with the record date set for December 26 [8] - Haitian Flavoring announced that its cash dividend ratio will not be less than 80% annually for the next three years (2025-2027) [9] - Sichuan Road and Bridge announced that China Post Insurance has increased its stake to 5% [10] - Zhongwei Company announced plans to acquire Hangzhou Zhonggui's equity, leading to a stock suspension [11] - WuXi AppTec reported that 18 shareholders, including the third, fourth, and sixth largest, collectively reduced their holdings by 29.5 million shares between November 26 and December 17 [11] - Lida Xin announced that shareholder Li Chunhua reduced his stake by 1.56% between December 10 and December 17 [12] - Visionox plans to sign an investment cooperation agreement to advance the Hefei 8.6-generation AMOLED production line project, with a second-phase capital of 9.443 billion yuan [12] - Western Mining announced that its wholly-owned subsidiary, Geermu West Mining Resources, has obtained a mining license, with gold reserves of 2.86 tons [13] - Yidong Electronics announced that a related party reduced its holdings by 2.3463 million shares between December 10 and December 17 [14] - Shandong Highway plans to provision for a long-term equity investment impairment of approximately 690 million yuan in Dongxing Securities [15] - GuoAo Technology's former actual controller, Chen Chongjun, was sentenced to six years in prison for manipulating the securities market, with a fine of 4 million yuan [16] Industry News - The Hong Kong Stock Exchange is consulting market opinions on optimizing the framework for trading units, with potential adjustments affecting about 25% of issuers [5] - The Ministry of Commerce responded to the latest developments in export controls on rare earth-related items, indicating that some Chinese exporters have met the basic requirements for applying for general licenses [5] - The National Digital Exchange System Engineering Technology Research Center, in collaboration with China Mobile and China Unicom, has achieved breakthroughs in resource scheduling efficiency and reliability through a "multi-modal on-the-fly computing" model [5] - The scale of China's biomanufacturing industry has continued to grow, reaching a total scale of 1.1 trillion yuan, with biopharmaceutical product output accounting for over 70% of the global total [5] - Platinum has become a highly sought-after asset, with the price of pure platinum reaching 815 yuan per gram, and futures contracts seeing a significant increase of 5.32% on December 18 [6]