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 ...

Core Viewpoint - The stock of Andeli has experienced fluctuations, with a year-to-date increase of 66.18% but a recent decline in the last five trading days by 1.75% [1] Financial Performance - For the period from January to September 2025, Andeli achieved a revenue of 1.321 billion yuan, representing a year-on-year growth of 28.88% [2] - The net profit attributable to the parent company for the same period was 284 million yuan, showing a year-on-year increase of 43.38% [2] Stock Market Activity - As of November 10, Andeli's stock price was 45.40 yuan per share, with a market capitalization of 15.49 billion yuan [1] - The stock has been on the龙虎榜 four times this year, with the most recent appearance on September 12, where it recorded a net buy of -15.99 million yuan [1] Shareholder Information - As of September 30, 2025, Andeli had 7,021 shareholders, a decrease of 23.74% from the previous period [2] - The average number of circulating shares per shareholder increased by 31.22% to 38,631 shares [2] Dividend Distribution - Since its A-share listing, Andeli has distributed a total of 234 million yuan in dividends, with 198 million yuan distributed over the last three years [3] Institutional Holdings - As of September 30, 2025, the Southern Core Growth Mixed A fund has exited the list of the top ten circulating shareholders of Andeli [3]

Core Insights - The apple futures sector experienced a rise of 0.96% on November 7, with Honghui Fruits and Vegetables leading the gains [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Sector Performance - Honghui Fruits and Vegetables (603336) closed at 9.80, up 5.15% with a trading volume of 284,800 shares and a transaction value of 27.7 million yuan [1] - Xinyangfeng (000902) closed at 16.14, up 2.93% with a trading volume of 379,000 shares and a transaction value of 602 million yuan [1] - ST Langyuan (300175) closed at 6.13, down 0.16% with a trading volume of 52,600 shares and a transaction value of 32.19 million yuan [1] - Changcheng Electric (600192) closed at 10.52, down 0.85% with a trading volume of 237,600 shares and a transaction value of 250 million yuan [1] - Guotou Zhonglu (600962) closed at 21.09, down 1.22% with a trading volume of 28,200 shares and a transaction value of 59.37 million yuan [1] - Andeli (605198) closed at 46.36, down 1.78% with a trading volume of 15,300 shares and a transaction value of 70.86 million yuan [1] Capital Flow - The apple futures sector saw a net inflow of 46.84 million yuan from main funds, while retail funds experienced a net outflow of 11.02 million yuan [1] - Xinyangfeng had a main fund net inflow of 36.76 million yuan, but retail funds saw a net outflow of 19.96 million yuan [2] - Honghui Fruits and Vegetables had a main fund net inflow of 27.91 million yuan, with retail funds also experiencing a net outflow of 8.88 million yuan [2] - Andeli had a small main fund net inflow of 1.34 million yuan, but a significant retail fund net outflow of 9.73 million yuan [2] - Changcheng Electric had a net outflow of 5.35 million yuan from main funds, while retail funds saw a net inflow of 16.78 million yuan [2] - ST Langyuan and Guotou Zhonglu both experienced net outflows from main funds, with ST Langyuan at -6.03 million yuan and Guotou Zhonglu at -7.79 million yuan [2]

Core Viewpoint - Andeli's stock price has shown significant volatility, with a year-to-date increase of 69.11%, but recent trading indicates a slight decline in the short term [1][2]. Financial Performance - For the period from January to September 2025, Andeli achieved a revenue of 1.321 billion yuan, representing a year-on-year growth of 28.88%. The net profit attributable to shareholders was 284 million yuan, reflecting a year-on-year increase of 43.38% [2]. Stock Market Activity - As of November 7, Andeli's stock price was 46.20 yuan per share, with a market capitalization of 15.763 billion yuan. The stock experienced a net outflow of 2.4567 million yuan in principal funds, with significant selling pressure observed [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the most recent appearance on September 12, where it recorded a net buy of -15.9912 million yuan [1]. Shareholder Information - As of September 30, the number of shareholders for Andeli was 7,021, a decrease of 23.74% from the previous period. The average number of circulating shares per shareholder increased by 31.22% to 38,631 shares [2][3]. Dividend Distribution - Since its A-share listing, Andeli has distributed a total of 234 million yuan in dividends, with 198 million yuan distributed over the past three years [3].

Core Insights - The agricultural processing sector experienced a slight decline of 0.05% on November 6, with Yichang Mohu leading the losses [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Agricultural Processing Sector Performance - Notable gainers in the agricultural processing sector included: - Sanxiang Economy (600191) with a closing price of 9.74, up 2.20% and a trading volume of 211,200 shares, totaling 206 million yuan [1] - Xihua Co., Ltd. (603182) closed at 15.78, up 1.94% with a trading volume of 25,500 shares, totaling 40.03 million yuan [1] - Shuangta Food (002481) closed at 5.87, up 1.21% with a trading volume of 385,700 shares, totaling 227 million yuan [1] - Conversely, the sector saw declines in: - Yichang Mohu (920273) with a closing price of 36.36, down 2.26% and a trading volume of 20,400 shares, totaling 74.73 million yuan [2] - Oufu Egg Industry (920371) closed at 11.31, down 2.16% with a trading volume of 19,200 shares, totaling 21.84 million yuan [2] - ST Jiawo (300268) closed at 11.05, down 2.04% with a trading volume of 15,800 shares, totaling 17.64 million yuan [2] Capital Flow Analysis - The agricultural processing sector saw a net outflow of 148 million yuan from institutional investors, while retail investors contributed a net inflow of 104 million yuan [2][3] - Key individual stock capital flows included: - Morning Biological (300138) with a net inflow of 11.73 million yuan from institutional investors, but a net outflow of 18.99 million yuan from retail investors [3] - Andeli (605198) had a net inflow of 6.18 million yuan from institutional investors, but also saw a net outflow from retail investors [3] - ST Jiawo (300268) experienced a significant net outflow of 3.64 million yuan from institutional investors, while retail investors had a net inflow of 3.13 million yuan [3]

Core Insights - The apple futures sector experienced a 1.01% increase on November 5, with Changcheng Electric leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Changcheng Electric (600192) closed at 11.01, with a rise of 6.27% and a trading volume of 647,800 shares, amounting to a transaction value of 714 million yuan [1] - Guotou Zhonglu (600962) closed at 21.52, up 1.18%, with a trading volume of 28,300 shares and a transaction value of 60.63 million yuan [1] - Andeli (605198) closed at 47.00, with a 0.75% increase, trading 16,000 shares for a total of 7.49 million yuan [1] - Xinyangfeng (000902) closed at 14.78, up 0.48%, with a trading volume of 71,900 shares and a transaction value of 106 million yuan [1] - Honghui Wushu (603336) closed at 9.24, down 0.11%, with a trading volume of 71,800 shares and a transaction value of 66.1 million yuan [1] - ST Langyuan (300175) closed at 6.23, down 1.11%, with a trading volume of 61,900 shares and a transaction value of 38.78 million yuan [1] Capital Flow - The apple futures sector saw a net inflow of 48.55 million yuan from main funds, while retail funds experienced a net outflow of 20.28 million yuan [1] - Changcheng Electric had a main fund net inflow of 66.95 million yuan, but retail funds saw a net outflow of 29.42 million yuan [2] - Xinyangfeng had a small main fund net inflow of 2.55 million yuan, with retail funds showing a net inflow of 2.13 million yuan [2] - Guotou Zhonglu experienced a minor main fund net inflow of 115,000 yuan, with retail funds showing a net inflow of 622,670 yuan [2] - Andeli had a main fund net outflow of 4.37 million yuan, but retail funds had a net inflow of 766,530 yuan [2] - ST Langyuan saw a significant main fund net outflow of 7.76 million yuan, while retail funds had a net inflow of 348,780 yuan [2] - Honghui Wushu had a main fund net outflow of 8.94 million yuan, with retail funds showing a net inflow of 788,690 yuan [2]