Core Insights - The beverage and dairy sector experienced a rise of 0.66% on October 9, with Zhuangyuan Pastoral leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - Zhuangyuan Pastoral (002910) closed at 10.86, with a significant increase of 10.03%, trading volume of 239,000 shares, and a transaction value of 254 million [1] - Qiaoyuan Beverage (603156) saw a rise of 6.18%, closing at 31.29, with a trading volume of 328,100 shares and a transaction value of 1.042 billion [1] - Panda Dairy (300898) increased by 1.79%, closing at 26.09, with a trading volume of 30,800 shares and a transaction value of 79.09 million [1] - Yili Group (600887) rose by 1.28%, closing at 27.63, with a trading volume of 711,500 shares and a transaction value of 1.94 billion [1] - Tianrun Dairy (600419) and Beingmate (002570) also showed modest increases of 1.18% and 1.13%, respectively [1] Capital Flow - The beverage and dairy sector saw a net inflow of 47.31 million from institutional investors, while retail investors experienced a net outflow of 1.09 billion [2] - The sector's overall capital flow indicates a strong interest from institutional and speculative investors, despite the outflow from retail investors [2]

Market Overview - The beverage and dairy sector increased by 0.9% on September 29, with Yangyuan Beverage leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Key stocks in the beverage and dairy sector showed varied performance, with notable gainers including: - Chi Yuan Beverage (603156) at 30.30, up 7.68% with a trading volume of 446,200 shares and a turnover of 1.337 billion [1] - Dongpeng Beverage (605499) at 290.55, up 1.75% with a trading volume of 16,700 shares and a turnover of 480 million [1] - Other stocks like Zhuangyuan Pasture (002910) and Huangshi Group (002329) also saw modest increases of 1.47% and 1.13% respectively [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 224 million from institutional investors, while retail investors saw a net inflow of 135 million [2] - Notable capital flows included: - Institutional net inflow for Dongpeng Beverage at 56.24 million, while retail saw a net outflow of 55.29 million [3] - Bright Dairy (600597) had a net inflow of 9.92 million from institutional investors, with retail outflows totaling 8.16 million [3]

Core Viewpoint - Junyao Health's stock price has experienced fluctuations, with a year-to-date increase of 29.10% but a recent decline over the past five trading days of 9.38% [1] Group 1: Stock Performance - As of September 18, Junyao Health's stock price was 8.02 CNY per share, with a market capitalization of 4.816 billion CNY [1] - The stock has seen a net outflow of 9.8116 million CNY in principal funds, with significant selling pressure [1] - The company has appeared on the trading leaderboard 11 times this year, with the most recent occurrence on June 13 [1] Group 2: Financial Performance - For the first half of 2025, Junyao Health reported a revenue of 766 million CNY, reflecting a year-on-year growth of 1.38% [2] - The net profit attributable to shareholders was 7.4661 million CNY, showing a significant decline of 78.52% year-on-year [2] Group 3: Business Overview - Junyao Health specializes in the research, production, and sales of ambient lactic acid bacteria beverages, with a revenue composition of 34.11% from probiotic drinks, 34.07% from supply chain, 21.98% from probiotic foods, and 9.55% from other beverages and foods [1] - The company is categorized under the food and beverage industry, specifically in the dairy sector, and is involved in various concepts such as plant protein and domestic dairy [2] Group 4: Shareholder Information - As of June 30, 2025, Junyao Health had 42,700 shareholders, an increase of 58.20% from the previous period [2] - The top ten circulating shareholders include Tianhong Zhongzheng Food and Beverage ETF, which holds 831,800 shares as a new shareholder [3]

Core Viewpoint - Junyao Health has successfully entered the markets of over 80 countries and regions with its probiotic products, attributed to continuous investment in product research and international expansion [2] Group 1: Market Presence - The company has established a presence in over 80 countries and regions globally with its probiotic products [2] Group 2: Research and Development - Continuous investment in product research and international layout has been a key factor in the company's success [2] Group 3: Collaboration and Partnerships - The company maintains an open cooperation attitude and actively engages with industry leaders worldwide [2] - Specific details of some commercial collaborations are not disclosed due to related agreements [2] - The company aims to explore win-win cooperation models with internationally renowned enterprises in the future [2]

（文章来源：证券日报） 证券日报网讯均瑶健康9月9日在互动平台回答投资者提问时表示，关于Akk菌的药品级应用，公司将基 于科学研究的成熟度、相关法规政策要求及自身战略发展规划进行综合评估。未来，若有相关技术转化 或业务布局，公司将严格按照信息披露规则及时向市场公开。当前，公司仍将以现有核心菌株的产业化 应用为重点，持续强化研发投入与技术创新，为消费者提供安全、有效的益生菌产品及服务。 ...

证券日报网讯 均瑶健康9月9日在互动平台回答投资者提问时表示，均瑶健康始终聚焦益生菌技术与健 康食品的创新融合，子公司均瑶润盈自主研发的AKKBG-001™凭借成熟的灭活技术，已攻克液态载体 中益生菌稳定性的行业难题，其经全基因组测序验证的安全性及肠道健康调节等功能属性，与天然健康 的食品定位高度契合。公司在益生菌应用领域已有多元实践，不仅推出含专利菌株的益生菌乳饮品等终 端产品，还通过"酸奶伴侣"等创新形态探索菌株与乳制品的结合模式，积累了丰富的应用经验。 （编辑 任世碧） ...

证券代码：605388 证券简称：均瑶健康 公告编号：2025-051 湖北均瑶大健康饮品股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 会议召开时间：2025 年 10 月 14 日（星期二）上午 10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com） 会议召开方式：网络文字互动 投资者可于 10 月 13 日（星期一）16:00 前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱 juneyaodairy@juneyao.com 进行提问。公 司将在说明会上对投资者普遍关注的问题进行回答。 湖北均瑶大健康饮品股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发布《公司 2025 年半年度报告》，为便于广大投资者更全面深入地了解公 司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 ...

Market Overview - On September 9, the beverage and dairy sector rose by 0.23% compared to the previous trading day, with Junyao Health leading the gains [1] - The Shanghai Composite Index closed at 3807.29, down 0.51%, while the Shenzhen Component Index closed at 12510.6, down 1.23% [1] Stock Performance - Junyao Health (605388) closed at 9.00, up 5.88% with a trading volume of 587,300 shares [1] - Liziyuan (605337) closed at 13.91, up 3.04% with a trading volume of 166,000 shares [1] - Aluminum Wine Food (300892) closed at 39.62, up 2.88% with a trading volume of 104,900 shares [1] - Panda Dairy (300898) closed at 30.17, up 2.17% with a trading volume of 119,400 shares [1] - Yili Group (600887) closed at 28.56, up 1.24% with a trading volume of 732,600 shares [1] Capital Flow - The beverage and dairy sector saw a net inflow of 264 million yuan from institutional investors, while retail investors experienced a net outflow of 145 million yuan [2] - Major stocks like Yili Group had a net inflow of 247 million yuan from institutional investors, but a net outflow of 87.66 million yuan from retail investors [3] Individual Stock Capital Flow - Yili Group (600887) had a net inflow of 247 million yuan from institutional investors, with a net outflow of 159 million yuan from speculative funds and 87.66 million yuan from retail investors [3] - Junyao Health (605388) experienced a net inflow of 40.37 million yuan from institutional investors, but a net outflow of 24.31 million yuan from retail investors [3] - Liziyuan (605337) had a net inflow of 22.26 million yuan from institutional investors, with a net outflow of 21.64 million yuan from retail investors [3]

9月9日，均瑶健康涨5.65%，截至发稿，报8.98元/股，成交1.20亿元，换手率2.33%，总市值53.92亿 元。 资料显示，湖北均瑶大健康饮品股份有限公司位于上海市浦东新区康桥东路2弄1号楼，成立日期1998年 8月5日，上市日期2020年8月18日，公司主营业务涉及含乳饮料中的常温乳酸菌系列饮品的研发、生产 和销售,并陆续推出其他系列健康饮品。主营业务收入构成为：益生菌饮品34.11%，商品供应链 34.07%，益生菌食品21.98%，其他饮品和食品9.55%，其他(补充)0.30%。 从均瑶健康十大流通股东角度 数据显示，天弘基金旗下1只基金位居均瑶健康十大流通股东。天弘中证食品饮料ETF（159736）二季 度新进十大流通股东，持有股数83.18万股，占流通股的比例为0.14%。根据测算，今日浮盈赚取约 39.93万元。 责任编辑：小浪快报 天弘中证食品饮料ETF（159736）成立日期2021年9月9日，最新规模46.93亿。今年以来收益4.04%，同 类排名3952/4222；近一年收益27.77%，同类排名3301/3798；成立以来亏损24.31%。 天弘中证食品饮料ETF（159736 ...

9月8日，均瑶健康盘中下跌2.09%，截至10:44，报8.44元/股，成交1.75亿元，换手率3.40%，总市值 50.68亿元。 分红方面，均瑶健康A股上市后累计派现3.65亿元。近三年，累计派现1.32亿元。 机构持仓方面，截止2025年6月30日，均瑶健康十大流通股东中，天弘中证食品饮料ETF（159736）位 居第九大流通股东，持股83.18万股，为新进股东。 责任编辑：小浪快报 资料显示，湖北均瑶大健康饮品股份有限公司位于上海市浦东新区康桥东路2弄1号楼，成立日期1998年 8月5日，上市日期2020年8月18日，公司主营业务涉及含乳饮料中的常温乳酸菌系列饮品的研发、生产 和销售,并陆续推出其他系列健康饮品。主营业务收入构成为：益生菌饮品34.11%，商品供应链 34.07%，益生菌食品21.98%，其他饮品和食品9.55%，其他(补充)0.30%。 均瑶健康所属申万行业为：食品饮料-饮料乳品-乳品。所属概念板块包括：植物蛋白、国产乳业、多胎 概念、QFII持股、跨境电商等。 截至6月30日，均瑶健康股东户数4.27万，较上期增加58.20%；人均流通股14074股，较上期减少 36.79%。20 ...