Core Viewpoint - Multiple listed companies' controlling shareholders have made commitments not to reduce their holdings, reflecting confidence in the companies' future development and contributing to market stability [1][3]. Group 1: Commitments from Controlling Shareholders - Companies such as Xiangyu Medical, Wanhua Chemical, Guo New Energy, and Jinjiang Hotels have announced commitments from their controlling shareholders to refrain from selling shares for a period of 12 months [1][2]. - Xiangyu Medical's controlling shareholder, Henan Xiangyu Health Industry Management Co., Ltd., and its actual controllers have committed not to reduce their holdings from March 12, 2024, to March 11, 2025 [2]. - Wanhua Chemical's controlling shareholders have also expressed confidence in the company's future and committed to not reducing their holdings for the next 12 months [2]. Group 2: Market Stability and Confidence - The trend of controlling shareholders making long-term commitments not to sell shares is seen as a way to bolster market confidence and protect the interests of all shareholders [3][6]. - The recent increase in commitments from controlling shareholders comes amid a turbulent secondary market, with many companies taking measures to stabilize their stock prices [3][6]. Group 3: Positive Business Performance - Xiangyu Medical reported a significant increase in revenue and net profit for 2023, with total revenue reaching 745 million yuan, a year-on-year increase of 52.46%, and net profit of 230 million yuan, up 82.96% [4]. - Wanhua Chemical achieved total revenue of 175.36 billion yuan in 2023, a 5.92% increase from the previous year, with net profit of 16.81 billion yuan, reflecting a 3.57% growth [5].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 ANJOY FOODS GROUP CO., LTD. 安井食品集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2648） 董事會會議召開日期 安井食品集團股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司 將於2025年8月25日（星期一）舉行董事會會議，藉以（其中包括）審議及批准本 公司及其附屬公司截至2025年6月30日止六個月之中期業績及其發佈，以及考 慮建議派發中期股息（如有）。 承董事會命 安井食品集團股份有限公司 董事長兼執行董事 劉鳴鳴先生 中國廈門，2025年8月11日 於本公告日期，本公司董事會成員包括：(i)執行董事劉鳴鳴先生、張清苗先 生、章高路先生及黃建聯先生；(ii)非執行董事鄭亞南博士及戴凡先生；及(iii) 獨立非執行董事張梅女士、劉曉峰博士、趙蓓博士及張躍平先生。 ...

格隆汇8月11日丨安井食品(02648.HK)发布公告，公司将于2025年8月25日召开董事会会议，藉以审议并 批准包括截至2025年6月30日止的六个月期间的未经审核中期业绩，及考虑宣派中期股息（如有）。 ...

Group 1 - Goldman Sachs initiates coverage on Anjoy Foods (02648) with a "Buy" rating and a target price of HKD 72, highlighting its position as the leading player in China's frozen food market with a 6.6% market share in 2024 [1] - The company is expected to maintain its market leadership due to its excellent operational capabilities, economies of scale, extensive channel coverage, and mature product development experience [1] - Goldman Sachs anticipates a gradual normalization of market competition and a shift towards higher-end 2C products, predicting a slight recovery in Anjoy Foods' gross margin starting next year, with profit margins expected to expand to 10.2% by 2027 [1]

Group 1 - Goldman Sachs has initiated a "Buy" rating for Anjoy Foods with a target price of HKD 72, highlighting its position as the leading company in China's frozen food market with a market share of 6.6% in 2024 [1] - The company is expected to maintain its market leadership due to its excellent operational capabilities, economies of scale, extensive channel coverage, and mature product development experience [1] - Goldman Sachs anticipates a slight recovery in Anjoy Foods' gross margin starting next year, with a forecasted net profit margin of 9.8% in 2024, declining to 9.5% in 2025 due to ongoing market competition [1] Group 2 - The long-term outlook for Anjoy Foods remains positive, with expectations that profit margins will expand to 10.2% by 2027 [1]

Investment Rating - The report maintains an "Increase" rating for the food and beverage industry, indicating a positive outlook for the sector [4]. Core Insights - The report highlights that the liquor industry is gradually releasing pressure from distribution channels, indicating a potential for future growth. It suggests focusing on three main lines: leading brands, high-certainty regional liquors, and elastic stocks benefiting from recovery and increased risk appetite [1][2]. - The snack sector shows significant growth potential, with companies like Yanjing Beer and Zhujiang Beer being highlighted for their strong performance. The report emphasizes the importance of channel leadership and growth potential in selecting stocks [3][6]. Summary by Sections Liquor Industry - The report notes that the liquor industry is experiencing a deep adjustment, shifting from scale growth to high-quality development. It emphasizes the importance of brand strength and strategic initiatives to capture new consumer trends [2]. - The expected revenue for Zhenjiu Lidong in H1 2025 is projected to be between 2.4 billion to 2.55 billion yuan, reflecting a year-on-year decline of 38.3% to 41.9% due to economic uncertainties and policy impacts [2]. Beer and Beverage Sector - The beer segment shows promising results, with Huiquan Brewery reporting a revenue of 351 million yuan in H1 2025, a year-on-year increase of 1.03%, and a net profit of 40 million yuan, up 25.52% [3]. - Unified Enterprises China achieved a revenue of 17.087 billion yuan in H1 2025, representing a 10.6% year-on-year growth, with a net profit of 1.287 billion yuan, up 33.2% [3]. Snack Sector - The snack sector is highlighted for its recovery in stock prices, with expectations for continued high growth due to new product launches and channel transformations. The report notes a narrowing decline in raw milk prices, which may positively impact the dairy segment [6].

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 公司名稱: 安井食品集團股份有限公司（於中華人民共和國註冊成立的股份有限公司, 「本公司」） 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02648 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 39,994,700 | RMB | | 1 RMB | | 39,994,700 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 39,994,700 | RMB | | 1 RMB | | 39,994,700 | | 2. 股 ...

Market Overview - The food processing sector experienced a decline of 0.25% on August 6, with *ST Chuntian leading the drop [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Notable gainers included: - Weizhi Xiang (605089) with a closing price of 26.37, up 2.17% [1] - Chunxue Food (605567) at 11.15, up 1.00% [1] - Kangbiter (833429) at 22.70, up 0.53% [1] - Major decliners included: - *ST Chuntian (600381) at 4.57, down 3.79% [2] - Xianle Health (300791) at 23.45, down 1.68% [2] - Baba Food (605338) at 19.56, down 1.21% [2] Trading Volume and Capital Flow - The food processing sector saw a net outflow of 161 million yuan from institutional investors, while retail investors contributed a net inflow of 146 million yuan [2] - The trading volume for major stocks included: - Jindaiwei (002626) with a trading volume of 75,500 lots and a transaction value of 153 million yuan [1] - Jinzi Ham (002515) with a trading volume of 296,300 lots and a transaction value of 210 million yuan [1] Capital Flow Analysis - Major stocks with significant capital flow included: - Shuanghui Development (000895) with a net inflow of 11.11 million yuan from institutional investors [3] - Chunxue Food (605567) with a net inflow of 6.68 million yuan from institutional investors [3] - Wufangzhai (603237) with a net inflow of 2.34 million yuan from institutional investors [3]

Group 1 - The latest stock price of Anjuke Foods is 74.13 yuan, with a slight increase of 0.08 yuan from the previous trading day [1] - The stock reached a high of 74.63 yuan and a low of 73.92 yuan during the trading session, with a total transaction volume of 290 million yuan [1] - Anjuke Foods primarily engages in the research, production, and sales of frozen food, including frozen fish paste products and frozen meat products, and is part of the food and beverage sector [1] Group 2 - On August 5, a block trade occurred for Anjuke Foods, involving 88,500 shares with a transaction value of 5.903 million yuan at a price of 66.70 yuan, which is a 10.02% discount compared to the closing price of that day [1] - This block trade accounted for 2.03% of the total transaction amount on that day [1] - The net outflow of main funds for Anjuke Foods on that day was 13.7565 million yuan, with a cumulative net outflow of 34.6874 million yuan over the past five days [1]

| | | | | | 中信证券股份有限 | 中信证券股份有限 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 2025-08-05 | 证券简称 安井食品 | 证券代码 603345 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 66.7 590.3 | 8.82 | 公司河北分公司 | 公司河北分公司 | 卖出营业部 | 8月5日，安井食品大宗交易成交8.85万股，成交额590.3万元，占当日总成交额的1.99%，成交价66.7元，较市场收盘价74.13元折价10.02%。 ...