证券代码：603755 证券简称：日辰股份 公告编号：2026-003 青岛日辰食品股份有限公司 2025年三季度权益分派实施公告 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： | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/1/28 | － | 2026/1/29 | 2026/1/29 | 差异化分红送转： 是 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2026 年 1 月 12 日的2026年第一次临时股东会审议通过。 二、 分配方案 1. 发放年度：2025年三季度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股 东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等有关 规定，公司存放于回购专用证券账户的股份不参与本次利润分配。 ...

北京德和衡律师事务所 关于青岛日辰食品股份有限公司 差异化权益分派事项的法律意见书 德和衡证律意见（2026）第 010 号 BEIJING DH H LAW FIRM 1 北京德和衡律师事务所 B E I J I N G D H H L A W F I R M 北京德和衡律师事务所 关于青岛日辰食品股份有限公司 差异化权益分派事项的法律意见书 德和衡证律意见（2026）第 010 号 致：青岛日辰食品股份有限公司 北京德和衡律师事务所（以下简称"本所"）接受青岛日辰食品股份有限公司（以下简称 "公司"）的委托，依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人 民共和国证券法》（以下简称"《证券法》"）、《上市公司股份回购规则》（以下简称"《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》（以下简 称"《自律监管指引第 7 号》"）等相关法律、法规、规范性文件以及《青岛日辰食品股份有 限公司章程》（以下简称"《公司章程》"）的有关规定，就公司 2025 年三季度利润分配所 涉及的差异化权益分派事项（以下简称"本次差异化权益分派"）出具本法律意见书。 为出具本法 ...

南财智讯1月22日电，日辰股份发布2025年三季度权益分派实施公告，每股派0.30元（含税），股权登 记日为1月28日。 ...

Group 1 - The seasoning and fermentation sector experienced a decline of 0.92% on January 21, with Anji Food leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] - Key stocks in the seasoning and fermentation sector showed varied performance, with Dayin Co. rising by 2.90% to a closing price of 38.00, while Anji Food fell by 2.84% to 20.89 [1][2] Group 2 - The net outflow of main funds in the seasoning and fermentation sector was 47.78 million yuan, while retail funds saw a net outflow of 21.44 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with speculative funds showing a net inflow of 69.22 million yuan [2] - Individual stock fund flows revealed that Jieling Pickles had a main fund net outflow of 10.21 million yuan, while Hai Tian Food saw a net inflow of 6.37 million yuan [3]

Group 1 - The seasoning and fermentation sector saw a slight increase of 0.11% on January 20, with Tianwei Food leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the seasoning and fermentation sector showed varied performance, with Tianwei Food closing at 13.51, up 2.66%, and other notable stocks like ST Jiajia and Jialong Co. also experiencing gains [1] Group 2 - The sector experienced a net outflow of 47.02 million yuan from institutional investors, while retail investors saw a net inflow of 41.85 million yuan [2] - The individual stock performance indicated that Hai Tian Wei Ye had a significant net outflow of 35.27 million yuan from institutional investors, while retail investors contributed a net inflow of 30.45 million yuan [3] - Other stocks like Jialong Co. and ST Jiajia had mixed net inflows and outflows from different investor categories, reflecting varied investor sentiment within the sector [3]

Core Viewpoint - Qingdao Richen Food Co., Ltd. announced the pledge and release of shares by its controlling shareholder, Qingdao Boya Investment Holding Co., Ltd., indicating a stable financial situation and no significant impact on the company's operations or governance [2][4]. Group 1: Share Pledge Details - As of the announcement date, Qingdao Boya holds 48,810,000 shares of the company, accounting for 49.50% of the total share capital [2]. - The number of shares pledged this time is 3,900,000, while 4,780,000 shares have been released from pledge [2]. - After the pledge and release transactions, the total number of pledged shares by Qingdao Boya is 23,160,000, which represents 47.45% of its total holdings and 23.49% of the company's total share capital [2]. Group 2: Share Release Details - The announcement includes specific details regarding the release of pledged shares, although the exact figures are not provided in the summary [3]. Group 3: Shareholder Pledge Situation - The cumulative pledge situation of the controlling shareholder, Qingdao Boya, and the actual controller, Mr. Zhang Huajun, is outlined, indicating a well-managed pledge status [4]. Group 4: Other Situations - Qingdao Boya has a good credit status and repayment capability, with no current risk of forced liquidation or transfer of pledged shares [4]. - The share pledge will not lead to any change in the actual control of the company, nor will it significantly impact the company's operations or governance [4]. - The company will continue to monitor the pledge situation and comply with relevant disclosure obligations [4].

每经AI快讯，日辰股份1月19日晚间发布公告称，截至本公告日，青岛博亚累计质押股数为2316万股， 占其所持股份比例为47.45%。 每经头条（nbdtoutiao）——短剧大爆发，吸纳69万人就业！一度送外卖的演员也找到工作：收入还算 可观但太累，剧组常备速效救心丸，拍睡觉戏真能睡着 （记者 曾健辉） ...

证券代码：603755 证券简称：日辰股份 公告编号：2026-002 截至本公告披露日，青岛日辰食品股份有限公司（以下简称"公司"） 控股股东青岛博亚投资控股有限公司（以下简称"青岛博亚"）持有公司股份 48,810,000 股，占公司总股本的比例为 49.50%。青岛博亚本次质押股份数量为 3,900,000 股，解除质押股份数量为 4,780,000 股，质押及解质押业务办理完成后， 青岛博亚累计质押股份数量为 23,160,000 股，占其所持有公司股份总数的比例为 47.45%，占公司总股本的比例为 23.49%。 公司近日获悉控股股东青岛博亚办理了部分股份质押及解除质押业务。根据 《上海证券交易所股票上市规则》的相关规定，现将有关事宜公告如下： 青岛日辰食品股份有限公司 关于控股股东部分股份质押及解除质押的公告 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: 注：以上合计数与各明细累计相加数如有差异，是由于四舍五入造成。 截至公告披露日，控股股东青岛博亚、实际控制人张华君先生累计质押股份 情况如下： ...

Market Overview - The seasoning and fermentation sector experienced a decline of 1.29% on January 16, with Jialong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the seasoning and fermentation sector included: - ST Jiajia (002650) with a closing price of 6.70, up 4.69% on a trading volume of 87,700 shares and a transaction value of 57.42 million yuan [1] - Zhu Laoliu (920726) closed at 23.73, up 4.54% with a trading volume of 92,600 shares and a transaction value of 214 million yuan [1] - Anji Food (603696) closed at 22.97, up 3.89% with a trading volume of 259,200 shares and a transaction value of 582 million yuan [1] - Decliners included: - Jialong Co., Ltd. (002495) closed at 2.57, down 2.65% with a trading volume of 296,900 shares and a transaction value exceeding 76.84 million yuan [2] - Lianhua Holdings (600186) closed at 6.08, down 2.41% with a trading volume of 726,100 shares and a transaction value of 444 million yuan [2] - Hai Tian Flavoring (603288) closed at 36.99, down 1.60% with a trading volume of 181,500 shares and a transaction value of 674 million yuan [2] Capital Flow - The seasoning and fermentation sector saw a net outflow of 254 million yuan from institutional investors, while retail investors contributed a net inflow of 158 million yuan [2] - The capital flow for specific stocks showed: - Zhu Laoliu (920726) had a net inflow of 15.38 million yuan from institutional investors [3] - ST Jiajia (002650) experienced a net outflow of 8.58 million yuan from institutional investors [3] - Anji Yeast (600298) had a net inflow of 6.59 million yuan from institutional investors [3]

Core Viewpoint - The restaurant supply industry is undergoing a structural transformation, shifting from "passive supporters" to "active drivers" as companies adapt to a more cautious capital expenditure environment and a less aggressive price competition landscape [1][2]. Supply Side - The peak of capital expenditure has passed, revealing opportunities for structural adjustment within the restaurant supply industry. The industry continues to grow driven by the expansion of the restaurant sector, increased chain rates, and high growth in food delivery services. However, the past few years of downturn in the downstream restaurant sector and supply surplus have accelerated industry consolidation. Leading companies are moving away from past extensive capacity expansion and distribution strategies towards efficient service for large clients and refined operations for smaller clients, focusing on quality growth through product innovation and customization [2]. Demand Side - Historical analysis shows that when the Consumer Price Index (CPI) transitions from negative to positive or enters an upward phase, market expectations for consumer recovery often lead to capital flowing into cyclical sectors like the restaurant supply chain. The CPI is expected to turn positive in October 2025, indicating a mild recovery in consumer demand, which creates a favorable macro environment for the restaurant supply sector. The performance of leading companies has shown improvement since Q3 2025, suggesting that while the industry has not entered a high-growth phase, it has passed its worst stage and is currently stabilizing, with potential for both performance and valuation recovery [3]. Valuation - The restaurant supply sector's valuation has fallen to historically low levels, and the sector remains underweight, providing a high margin of safety and emotional recovery potential. Key segments include: 1. Frozen baking: The industry is expected to maintain rapid growth with a CAGR of 22.1% from 2020 to 2025. Leading company Lihigh Foods (300973) is benefiting from new product launches and channel expansion, with significant growth potential in its frozen baking business and cream business due to domestic substitution acceleration [4]. 2. Frozen food: The price competition has significantly weakened, with leading company Anjui establishing a clear advantage over competitors in management, channels, and capacity. The company is expected to enjoy dual benefits from industry growth and market share increase due to a rich pipeline of new products in 2025 [4]. 3. Compound seasoning: The current penetration rate in China is only 25.4%, compared to over 50% in mature markets like Europe, the U.S., and Japan, indicating substantial growth potential. The long-term development of leading companies in Western-style compound seasoning, such as Baoli Foods (603170) and Chinese-style compound seasoning companies like Tianwei Foods (603317) and Richen Co. (603755) is promising [4]. Investment Recommendations - The sector is currently in a phase of low valuation and institutional holdings, with demand stabilizing and improving policy conditions. Capital expenditures have significantly decreased, and the competitive landscape is shifting from price wars to a more rational framework. Leading companies are actively pursuing new products and channels (membership supermarkets/new retail), mergers and acquisitions, and R&D initiatives, providing high certainty and elasticity. It is recommended to focus on large-cap stocks for allocation and small-cap stocks for elasticity, with particular attention to the performance improvements of Anjui Foods (603345), Lihigh Foods (300973), and Qianhe Flavor (603027), as well as the growth elasticity from new channels and category expansions of Tianwei Foods (603317), Guoquan (02517), and Qianwei Yangchu (001215) [5].