责任编辑：小浪快报 资料显示，浙江李子园食品股份有限公司位于浙江省金华市金东区丹溪东路1016号李子园科创大楼，成 立日期1994年10月22日，上市日期2021年2月8日，公司主营业务涉及甜牛奶乳饮料系列等含乳饮料和其 他饮料的研发、生产与销售。主营业务收入构成为：含乳饮料93.76%，其他4.86%，乳味风味饮料 0.73%，其他(补充)0.47%，复合蛋白饮料0.17%。 李子园所属申万行业为：食品饮料-饮料乳品-软饮料。所属概念板块包括：小盘、电子商务、国产乳 业、植物蛋白、小红书概念等。 截至9月30日，李子园股东户数3.52万，较上期增加12.53%；人均流通股11084股，较上期减少12.11%。 2025年1月-9月，李子园实现营业收入9.73亿元，同比减少8.51%；归母净利润1.48亿元，同比减少 5.93%。 分红方面，李子园A股上市后累计派现7.45亿元。近三年，累计派现5.70亿元。 12月19日，李子园盘中上涨2.03%，截至10:39，报12.56元/股，成交4086.25万元，换手率0.84%，总市 值49.00亿元。 资金流向方面，主力资金净流入267.69万元，特大单买入0 ...

证券之星消息，12月17日饮料乳品板块较上一交易日上涨0.75%，庄园牧场领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。饮料乳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) | | | --- | --- | --- | --- | --- | --- | --- | | 002910 | 庄园牧场 | 11.28 | 10.05% | 17.40万 | | 1.91亿 | | 600882 | 妙可蓝多 | 28.07 | 4.31% | 14.42万 | | 4.03亿 | | 600419 | 天润乳业 | 9.98 | 4.28% | 14.29万 | | 1.42亿 | | 605337 | 李子园 | 12.36 | 2.23% | - 12.47万 | | 1.54亿 | | 6655509 | 东鵬饮料 | 269.76 | 2.12% | 2.24万 | | 6.03亿 | | 600429 | 三元股份 | 5.79 | 2.12% | 104.77万 | | 5.99亿 | ...

Core Points - The Shanghai Composite Index closed at 3867.04 points, above the annual line, with an increase of 1.10% [1] - The total trading volume of A-shares reached 1.367165 trillion yuan [1] - A total of 74 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates include Hanxin Technology (10.28%), Jiaying Pharmaceutical (8.17%), and Runpu Food (6.44%) [1] - Other stocks that just crossed the annual line include ST Qibu, Yinghuatech, and Jiangxi Changyun, which have lower deviation rates [1] Trading Data - The trading performance of selected stocks shows significant daily changes, with Hanxin Technology leading with a daily increase of 13.96% and a turnover rate of 26.99% [1] - Jiaying Pharmaceutical and Runpu Food also showed strong daily increases of 9.96% and 9.35%, respectively [1] Additional Stock Information - Other notable stocks with positive performance include Yongji Co. (7.50%), Kaiwang Technology (13.86%), and Chuanhuan Technology (7.57%) [1] - The table lists various stocks with their respective trading data, including daily change percentages, turnover rates, annual line prices, latest prices, and deviation rates [1][2]

Core Viewpoint - The dairy sector in the A-share market has shown strong performance, with multiple stocks experiencing significant gains over four consecutive days [1] Group 1: Stock Performance - Zhuangyuan Pasture reached the daily limit up, indicating strong investor interest [1] - Tianrun Dairy increased by over 5%, reflecting positive market sentiment [1] - Miaokelando rose nearly 5%, contributing to the overall strength of the sector [1] - Knight Dairy, Liziyuan, and Sanyuan Shares all saw increases of over 3%, showcasing broad-based gains across the industry [1]

资金流入比率方面，皇氏集团、重药控股、李子园等流入比率居前，主力资金净流入率分别为 54.94%、22.23%、12.27%。（数据宝） 啤酒概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 000950 | 重药控 股 | 10.05 | 12.31 | 30020.17 | 22.23 | | 002329 | 皇氏集 团 | 10.05 | 9.89 | 14407.43 | 54.94 | | 000568 | 泸州老 窖 | -0.14 | 0.65 | 5791.06 | 4.89 | | 605337 | 李子园 | 4.64 | 2.64 | 1529.91 | 12.27 | | 600199 | 金种子 酒 | 4.11 | 3.58 | 1359.22 | 5.73 | | 002582 | 好想你 | 1.28 | 12.93 | 947.25 | 2.06 | | 600108 | ...

Core Viewpoint - The report from Guotou Securities emphasizes the importance of consumption in economic growth, predicting a stabilization in the consumption fundamentals in 2026, which presents a significant opportunity for investment in the food and beverage industry [1] Group 1: Alcohol Industry - The liquor sector is at a cyclical bottom, with low expectations, low holdings, and low valuations, suggesting potential for left-side layout opportunities [2] - The rapid clearing of financial reports in the past two quarters indicates a resolution of supply-demand conflicts, with a gradual recovery in household consumption expected [2] - The white liquor business model remains strong, and with a potential economic recovery, valuations are likely to rebound quickly [2] Group 2: Beer Industry - The beer sector is expected to maintain a structural market in 2026, with investment opportunities in companies with strong single-product growth logic and those benefiting from competitor adjustments [3] - Overall profitability in the beer sector is on an upward trend, driven by the expansion of products priced between 8-10 yuan and improved efficiency from lean management [3] Group 3: Dairy Industry - The dairy sector is positioned for a turnaround in the raw milk cycle in 2026, with a focus on the profitability elasticity of the dairy supply chain [4] - Demand for dairy products has shown differentiation, with low-temperature fresh milk and cheese experiencing healthy growth, while room temperature liquid milk has been a drag [4] - The average milk price in major production areas is expected to recover above the average cost of production in 2026, making it an opportune time to invest in the dairy supply chain [4] Group 4: Soft Drink Industry - The soft drink sector has seen significant performance differentiation, with companies in strong growth categories leading the industry [5] - In 2026, there is a focus on functional beverages and the competitive landscape of packaged water, with an emphasis on companies introducing new products [5] - The demand for low-sugar functional beverages is anticipated to grow, particularly among white-collar workers seeking fatigue-relief options [5] Group 5: Snack Industry - The snack sector is benefiting from strong new channel drivers, with expectations of improved gross and net profit margins due to scale effects [6] - The konjac product category is maintaining high market interest, with significant growth potential in China [6] - Investment recommendations include focusing on companies with strong performance during the adjustment period and those with leading products in the snack sector [6]

Market Overview - The beverage and dairy sector increased by 0.46% compared to the previous trading day, with San Yuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - San Yuan Co., Ltd. (600429) closed at 6.01, up 3.80% with a trading volume of 1.1457 million shares and a turnover of 691 million yuan [1] - Junyuan Health (605388) closed at 7.86, up 2.21% with a trading volume of 211,100 shares and a turnover of 166 million yuan [1] - Panda Dairy (300898) closed at 28.51, up 1.75% with a trading volume of 67,100 shares and a turnover of 191 million yuan [1] - New Dairy (002946) closed at 17.83, up 1.71% with a trading volume of 67,500 shares and a turnover of 119 million yuan [1] - Yangyuan Beverage (603156) closed at 28.27, up 1.58% with a trading volume of 86,900 shares and a turnover of 244 million yuan [1] - Yili Group (600887) closed at 29.58, up 0.20% with a trading volume of 630,400 shares and a turnover of 1.87 billion yuan [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 6.8937 million yuan from institutional investors, while retail investors saw a net inflow of 40.3808 million yuan [2] - The capital flow for key stocks indicates varying trends, with Yili Group seeing a net inflow of 54.2414 million yuan from institutional investors [3] - Yangyuan Beverage had a net outflow of 43.5322 million yuan from retail investors, despite a net inflow of 36.7944 million yuan from institutional investors [3]

Core Viewpoint - The company, Liziyuan (605337), has announced the cancellation of its supervisory board and the revision of its articles of association, which has been approved in recent board and shareholder meetings [1] Group 1 - The third meeting of the third board of directors was held on August 25, 2025, where the proposal to cancel the supervisory board was approved [1] - The second extraordinary general meeting of shareholders in 2025 took place on September 12, 2025, and also approved the relevant proposal [1] - The company has completed the filing of the revised articles of association and the registration of business changes, obtaining a new business license from the Zhejiang Provincial Market Supervision Administration [1]

| 证券代码：605337 | 证券简称：李子园 | 公告编号：2025-082 | | --- | --- | --- | | 转债代码：111014 | 转债简称：李子转债 | | 3、类型：其他股份有限公司（上市） 4、住所：浙江省金华市金东区曹宅镇李子园工业园 5、法定代表人：李博胜 浙江李子园食品股份有限公司 关于完成工商变更登记并换发营业执照的公告 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、准确性和完整性依法承担法律责任。 浙江李子园食品股份有限公司（以下简称"公司"）于 2025 年 4 月 26 日召开的 第三届董事会第二十二次会议和 2025 年 5 月 19 日召开的 2024 年年度股东大会，审 议通过了《关于变更注册资本及修订<公司章程>并办理工商变更登记的议案》，具体 内容详见公司于 2025 年 4 月 29 日在上海证券交易所网站（www.sse.com.cn）上发布 的《浙江李子园食品股份有限公司关于变更注册资本及修订<公司章程>并办理工商 变更登记公告》（公告编号：2025-021）。 公司于 2025 年 8 月 ...

Group 1 - The company is actively monitoring market dynamics and sponsoring various public welfare activities [1] - The company is focusing on identifying excellent related projects to promote overall development [1] - Future plans will be announced in a timely manner based on development needs and market value management considerations [1]