特别提示： 南侨食品集团（上海）股份有限公司(以下简称"公司")之间接控股股东南侨投 资控股股份有限公司（以下简称"南侨投控"）为台湾地区上市公司，南侨投控需按 照台湾证券交易所相关规定，披露每月归属于母公司股东的净利润数据。为使 A 股投 资者能够及时了解公司的经营情况，本公司亦同步在上海证券交易所指定的信息披露 媒体《中国证券报》、《上海证券报》、《证券时报》、《证券日报》和上海证券交 易所网站（http://www.sse.com.cn）上披露本公司归属于母公司股东的净利润。 本简报为初步核算数据，未经会计师事务所审计或审阅，最终数据以公司定期报 告为准，敬请投资者注意投资风险。 公司 2025 年 10 月归属于母公司股东的净利润为人民币 170.53 万元，同比减少 82.28%， 主要变动原因为产品原材料成本上涨。 特此公告。 证券代码：605339 证券简称：南侨食品 编号：临 2025-070 南侨食品集团（上海）股份有限公司 2025 年 10 月归属于母公司股东的净利润简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 南侨食品集团（上海 ...

Market Overview - The leisure food sector experienced a decline of 2.33% on November 20, with Nanjiao Food leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Nanjiao Food (605339) closed at 19.05, down 9.37% with a trading volume of 175,500 shares [1] - Jin Zai Food (003000) closed at 11.86, down 3.18% with a trading volume of 80,900 shares [1] - Wanchen Group (300972) closed at 168.22, down 3.10% with a trading volume of 18,300 shares [1] - Three Squirrels (300783) closed at 23.22, down 2.85% with a trading volume of 81,500 shares [1] - Black Sesame (000716) closed at 6.26, down 2.80% with a trading volume of 224,500 shares [1] - Other notable declines include Lihai Food (300973) down 2.52% and Liangpinpuzi (603719) down 2.51% [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 178 million yuan from main funds, while retail investors contributed a net inflow of 118 million yuan [1] - Speculative funds recorded a net inflow of 60.43 million yuan [1] Detailed Capital Flow for Selected Stocks - Lihai Food (300973) had a main fund net inflow of 5.90 million yuan, but a retail net outflow of 13.17 million yuan [2] - Ziyan Food (603057) experienced a main fund net inflow of 42,400 yuan, with a retail net outflow of 1.79 million yuan [2] - Maquur (002719) had a negligible main fund net inflow of 4,364 yuan, with a retail net outflow of 127,690 yuan [2] - Other stocks like Guangzhou Restaurant (603043) and Huangshanghuang (002695) also reported net outflows from main funds [2]

智通财经APP讯，南侨食品(605339.SH)公告，公司2025年10月归属于母公司股东的净利润为人民币 170.53万元，同比减少82.28%，主要变动原因为产品原材料成本上涨。 ...

南侨食品（605339）(605339.SH)公告，公司2025年10月归属于母公司股东的净利润为人民币170.53万 元，同比减少82.28%，主要变动原因为产品原材料成本上涨。 ...

Core Viewpoint - The dairy sector has experienced a decline of 2.27% as of the market close on November 20, with several companies within the sector, such as Nanchao Food and Sanyuan Co., facing significant drops in their stock prices [1]. Group 1: Market Performance - The dairy sector ranked among the top decliners in the market, with a notable drop of 2.27% [1]. - Key companies in the dairy sector that saw substantial declines include Sanyuan Co. (-8.15%), Nanchao Food (-9.37%), and Huanlejia (-4.81%) [2][3]. Group 2: Capital Flow - The dairy sector experienced a net outflow of 316 million yuan in principal funds, with 25 stocks seeing net outflows [2]. - Sanyuan Co. led the outflows with a net withdrawal of 72.17 million yuan, followed by Huanlejia and Dabeinong with outflows of 71.56 million yuan and 47.96 million yuan, respectively [2][3]. - Conversely, Fucheng Co. and Yili Co. saw net inflows of 51.12 million yuan and 23.16 million yuan, respectively [2][3].

南侨食品公告称，公司间接控股股东南侨投控为台企，需披露每月归母净利润，公司同步披露。2025年 10月，公司归属于母公司股东的净利润为170.53万元，同比减少82.28%，主要因产品原材料成本上涨。 该数据为初步核算，未经审计，最终以定期报告为准。 ...

休闲食品板块震荡走弱，南侨食品触及跌停，欧福蛋业、劲仔食品、一致魔芋、黑芝麻、立高食品、良 品铺子等跟跌。 ...

Core Insights - The dairy sector in the A-share market experienced a collective decline, with several companies seeing significant drops in their stock prices [1] Company Performance - Sanyuan Foods (三元股份) saw a decline of 7.99%, with a total market capitalization of 83.07 billion [2] - Nanchao Foods (南侨食品) dropped by 7.80%, with a market cap of 82.23 billion [2] - Pinwo Foods (品渥食品) fell by 4.67%, with a market value of 34.07 billion [2] - Miaokelando (妙可蓝多) decreased by 3.93%, with a market capitalization of 13 billion [2] - Huangshi Group (皇氏集团) declined by 3.61%, with a market cap of 31.13 billion [2] - Maijuer (麦趣尔) fell by 3.18%, with a market value of 16.42 billion [2] - Yiming Foods (一鸣食品) decreased by 3.08%, with a market capitalization of 85.77 billion [2] - Zhuangyuan Pasture (庄园牧场) dropped by 3.08%, with a market cap of 21.55 billion [2] - Junyao Health (均瑶健康) fell by 2.93%, with a market value of 45.82 billion [2] - Western Pastoral (西部牧业) decreased by 2.92%, with a market capitalization of 23.88 billion [2] - New Dairy (新乳业) dropped by 2.80%, with a market cap of 149 billion [2] - Knight Dairy (骑士乳业) fell by 2.66%, with a market value of 20.68 billion [2] - Panda Dairy (熊猫乳品) decreased by 2.56%, with a market capitalization of 34.45 billion [2] - Wewei Co. (维维股份) dropped by 2.50%, with a market cap of 56.76 billion [2]

从资金流向上来看，当日休闲食品板块主力资金净流入1459.03万元，游资资金净流入373.66万元，散户 资金净流出1832.69万元。休闲食品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605339 南侨食品 | | 5658.99万 | 28.12% | -3049.55万 | -15.15% | -2609.44万 | -12.97% | | 003000 劲仔食品 | | 1168.52万 | 11.37% | 540.91万 | 5.26% | -1709.43万 | -16.63% | | 002847 盐津铺子 | | 625.88万 | 2.82% | -1510.81万 | -6.82% | 884.94万 | 3.99% | | 300783 | 三只松鼠 | 304.02万 | 2.12% | -117.08万 | -0.82% | -186.95万 | -1.3 ...

休闲食品概念盘初走强，南侨食品涨停，桂发祥、三只松鼠、盐津铺子、青岛食品、欧福蛋业、元祖股 份等跟涨。 ...