南财智讯11月25日电，安德利公告，2025年10月30日至2025年11月25日期间，信息披露义务人 DonghuaFruitIndustryCo.,Ltd.通过集中竞价方式减持公司股份合计184.99万股，占公司总股本的0.54%。 本次权益变动完成后，DonghuaFruitIndustryCo.,Ltd.及其一致行动人山东安德利集团有限公司、 ChinaPinganInvestmentHoldingsLimited、HonganInternationalInvestmentCompanyLimited合计持有公司股 份由15,538.9960万股减少至15,354.0060万股，持股比例由45.54%下降至45.00%，权益变动已完成。截 至本报告书签署之日，上述减持计划尚未实施完毕，未来12个月内无其他增减持计划。 ...

格隆汇11月25日丨安德利(605198.SH)在互动平台表示，在生产布局方面，公司深耕浓缩果汁主业多 年，始终遵循"原料产区就近建厂"原则，目前已在山东、陕西、山西、辽宁、江苏、四川、新疆7个苹 果主产省布局10个现代化加工基地，同时2025年8月与绥中县政府签署合作意向书，拟投资约1.6亿元建 设果汁加工生产线项目，建成后可年加工苹果、梨12万吨，进一步完善东北及环渤海区域产能覆盖。公 司现有10个基地均靠近原料核心产区，拥有20条果汁生产线，设计年加工果品能力100万吨，浓缩果汁 加工能力和生产规模居全球同行业前列。公司形成"多产区协同、规模化加工"的布局优势，既能降低原 料运输成本，又能快速响应不同区域的生产与订单需求。原料果收购方面，公司依托产区布局与资金优 势，与各地的广大果农建立长期稳定合作关系，在各地树立良好信誉；公司是农业产业化国家重点龙头 企业，全国农产品加工业出口示范企业，中国食品工业出口百强企业，中国农业国际贸易高质量发展基 地。公司自成立以来，已累计支付给农民种植户原料果款约140亿元。关于2025年原料果价格，结合行 业供需及公司实际采购情况，截至到目前，2025年原料果收购价整体 ...

Investment Rating - Investment advice indicates a sector recovery catalyzed by recent CPI data, focusing on growth and supply-demand inflection points [5][16]. Core Views - The report emphasizes the importance of consumer goods growth, particularly in beverages, snacks, and food ingredients, while also highlighting structural opportunities in the baijiu sector [5][16]. - CPI data shows a positive trend with October CPI year-on-year at +0.2% and core CPI at +1.2%, indicating a recovery in domestic demand [6][16]. - The baijiu industry is undergoing accelerated clearing, with expectations for improved sales and inventory adjustments leading into 2026 [7][16]. - Consumer goods are expected to benefit from stabilization and recovery, with a focus on low valuation and high dividend stocks [8][16]. Summary by Sections Investment Recommendations - Recommended baijiu stocks include Shanxi Xinghuacun Fen Wine Factory, Gujing Distillery, and stable targets like Kweichow Moutai and Wuliangye [5][16]. - Beverage growth is highlighted with recommendations for Eastroc Beverage and Nongfu Spring, alongside low valuation stocks like China Foods and Tingyi [5][16]. - Snack and food ingredient stocks recommended include Bailong Chuangyuan, Yankershop Food, and Three Squirrels [5][16]. - Beer recommendations include Yanjing Brewery and Tsingtao Brewery, while condiment stocks like Haitian Flavoring & Food are also suggested [5][16]. Baijiu Sector Insights - The baijiu sector is experiencing a significant adjustment, with industry destocking still in progress and a focus on promotional sales for 2026 [7][16]. - Recent sales data from JD.com shows a +18% year-on-year increase in liquor sales during the Double 11 shopping festival, indicating a positive market response [7][16]. Consumer Goods Outlook - Consumer goods are expected to see growth as the mainline, with structural differentiation evident in beverages, snacks, and health products [8][16]. - The report notes that companies with product innovation and channel expansion will have growth advantages, particularly in the context of recent service and non-food price recoveries [8][16].

资料显示，烟台北方安德利果汁股份有限公司位于山东省烟台市牟平区新城大街889号,香港石塘咀德辅 道西452号香港工业大厦2楼E座10室，成立日期1996年3月30日，上市日期2020年9月18日，公司主营业 务涉及浓缩果汁的加工生产及销售。主营业务收入构成为：果汁、香精97.67%，饲料2.33%。 安德利所属申万行业为：农林牧渔-农产品加工-果蔬加工。所属概念板块包括：一带一路、H股、中 盘、养老金概念、乡村振兴等。 截至9月30日，安德利股东户数7021.00，较上期减少23.74%；人均流通股38631股，较上期增加 31.22%。2025年1月-9月，安德利实现营业收入13.21亿元，同比增长28.88%；归母净利润2.84亿元，同 比增长43.38%。 11月17日，安德利盘中下跌2.01%，截至09:39，报39.47元/股，成交1381.09万元，换手率0.13%，总市 值134.67亿元。 资金流向方面，主力资金净流入18.91万元，大单买入92.91万元，占比6.73%，卖出74.01万元，占比 5.36%。 安德利今年以来股价涨44.47%，近5个交易日跌12.48%，近20日跌12.29 ...

Group 1 - The core viewpoint of the report is that Haitong International has given Andeli (605198.SH, latest price: 40.95 CNY) an "outperform" rating based on strong performance indicators [1] - The company experienced high growth in the first three quarters, although there was a revenue decline in the third quarter [1] - Both international and domestic markets are maintaining rapid growth, indicating a robust demand environment [1] - Continuous capacity expansion is expected to enhance market share in the future [1]

Core Points - The stock of Andeli (605198) experienced a decline of 8.03% today, with a turnover rate of 2.06% and a trading volume of 234 million yuan, showing a fluctuation of 9.22% [2] - The stock was listed on the Shanghai Stock Exchange's watchlist due to a daily price deviation of -7.63%, with net selling from the Shanghai-Hong Kong Stock Connect amounting to 19.377 million yuan [2] - The company reported a revenue of 1.321 billion yuan for the first three quarters, representing a year-on-year growth of 28.88%, and a net profit of 284 million yuan, reflecting a year-on-year increase of 43.38% [3] Trading Activity - The top five trading departments accounted for a total transaction amount of 88.6018 million yuan, with buying amounting to 29.265 million yuan and selling amounting to 59.3367 million yuan, resulting in a net selling of 30.0717 million yuan [2] - The largest buying and selling department was the Shanghai-Hong Kong Stock Connect, with a buying amount of 12.611 million yuan and a selling amount of 31.988 million yuan, leading to a net selling of 19.377 million yuan [2] - Over the past six months, the stock has appeared on the watchlist five times, with an average price drop of 2.48% the day after being listed and an average decline of 2.17% over the following five days [2] Fund Flow - The stock saw a net outflow of 31.278 million yuan in main funds today, with a significant outflow of 8.7143 million yuan from large orders and 22.5635 million yuan from major funds [2] - In the last five days, the net outflow of main funds totaled 35.9721 million yuan [2]

Core Viewpoint - Andeli (605198.SH) reported a closing price of 41.48 yuan, with a decline of 8.03% [1] Group 1: Financial Performance - According to the research report by Guotai Junan Securities, Andeli's revenue showed a decline in the third quarter, while profitability continued to expand [1] - The report maintains a "Buy" rating for Andeli [1]

Core Insights - The apple futures sector experienced a decline of 2.32% on November 11, with Andeli leading the drop [1] - The Shanghai Composite Index closed at 4002.76, down 0.39%, while the Shenzhen Component Index closed at 13289.0, down 1.03% [1] Sector Performance - The closing prices and percentage changes for key stocks in the apple futures sector are as follows: - Honghui Fruits and Vegetables: 10.41, +1.07% - Guotou Zhonglu: 21.12, -0.28% - ST Langyuan: 6.15, -0.32% - Xinyangfeng: 16.49, -0.48% - Great Wall Electric: 10.50, -3.05% - Andeli: 41.48, -8.03% [1] Capital Flow - The apple futures sector saw a net outflow of 109 million yuan from main funds, while retail funds had a net inflow of 71.61 million yuan [1] - The detailed capital flow for individual stocks indicates: - Guotou Zhonglu: Main funds -68,000 yuan, retail funds -105,450 yuan - ST Langyuan: Main funds -2.38 million yuan, retail funds +95,270 yuan - Honghui Fruits and Vegetables: Main funds -13.61 million yuan, retail funds +2.96 million yuan - Xinyangfeng: Main funds -23.36 million yuan, retail funds +1.62 million yuan - Great Wall Electric: Main funds -33.74 million yuan, retail funds +2.17 million yuan - Andeli: Main funds -35.68 million yuan, retail funds +419,840 yuan [2]

Group 1 - The agricultural processing sector increased by 1.05% on November 10, with Yichang Magic leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Key stocks in the agricultural processing sector showed significant price increases, with Yichang Magic rising by 6.97% to a closing price of 38.38 [1] Group 2 - The agricultural processing sector saw a net inflow of 30.35 million yuan from main funds, while retail investors experienced a net outflow of 48.61 million yuan [2] - Major stocks like COFCO Sugar and Jinlongyu attracted significant main fund inflows of 59.89 million yuan and 36.12 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with notable outflows from COFCO Sugar and Jinlongyu [3]

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 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 烟台北方安德利果汁股份有限公司 (於中華人民共和國註冊成立之股份有限公司) 呈交日期: 2025年11月5日 I. 法定/註冊股本變動 | 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) | 02218 | 說明 | 安德利果汁 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 70,664,000 | RMB | | | 1 RMB | | 70,664,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 70,664,000 | RMB | | | 1 RMB | | 70 ...