Core Viewpoint - The company has approved the establishment of a wholly-owned subsidiary in Hefei, Anhui, to enhance resource allocation and management structure, focusing on brand promotion and dairy product sales in the Anhui market [1] Group 1 - The company plans to invest 20 million RMB (approximately 2 million) of its own funds for the establishment of the subsidiary [1] - The objective of this investment is to strengthen brand influence and core competitiveness in the Anhui market [1] - The decision was made during the ninth meeting of the sixth board of directors held on February 10, 2026 [1]

Core Viewpoint - The company, Yangguang Dairy, has approved the establishment of a wholly-owned subsidiary in Hefei, Anhui Province, to enhance its brand influence and core competitiveness in the region [1] Group 1: Investment and Expansion - The company plans to invest 20 million RMB of its own funds to set up the subsidiary [1] - The primary focus of the new subsidiary will be on brand promotion and the sales of dairy products in the Anhui market [1] Group 2: Strategic Objectives - The establishment of the subsidiary aims to optimize resource allocation and management structure [1] - The initiative is expected to improve the company's operational scale and efficiency [1]

Group 1 - The core point of the article is that Sunshine Dairy (001318) has reported a total of 24,539 shareholders as of January 30, 2026 [1]

Core Insights - The beverage and dairy sector experienced a rise of 0.51% on January 28, with Liziyuan leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Sector Performance - Liziyuan (605337) closed at 13.56, up 5.85% with a trading volume of 388,600 shares [1] - Sanyuan (600429) closed at 5.45, up 4.21% with a trading volume of 482,000 shares [1] - Dongpeng Beverage (605499) closed at 254.51, up 3.54% with a trading volume of 47,700 shares [1] - Other notable performers include Weiwe (600300) up 1.65% and Qishi Dairy (920786) up 1.18% [1] Capital Flow - The beverage and dairy sector saw a net inflow of 1.51 million yuan from institutional investors, while retail investors contributed a net inflow of 12.8 million yuan [2] - However, there was a net outflow of 129 million yuan from speculative funds [2] Individual Stock Capital Flow - Liziyuan had a net inflow of 62.55 million yuan from institutional investors, but a net outflow of 17.26 million yuan from speculative funds [3] - Yili (600887) saw a net inflow of 33.78 million yuan from institutional investors, but a significant net outflow of 71.72 million yuan from speculative funds [3] - Sanyuan (600429) had a net inflow of 22.36 million yuan from institutional investors, while retail investors experienced a net outflow of 27.12 million yuan [3]

Core Viewpoint - Sunshine Dairy has completed the share reduction plan by its shareholder, Nanchang Zhihuo Enterprise Management Center, resulting in a decrease in shareholding from 18.18% to 15.18% [1][2]. Share Reduction Details - Nanchang Zhihuo planned to reduce a total of 8,479,800 shares, which is 3% of the company's total share capital, through both centralized bidding and block trading [1][3]. - The share reduction occurred from January 9 to January 27, 2026, with 5,653,200 shares sold via block trading at an average price of 14.09 yuan per share and 2,826,600 shares sold through centralized bidding at an average price of 15.77 yuan per share [2][3]. Financial Impact - The total cash generated from the share reduction was approximately 124 million yuan over the 19-day period [2]. Company Background - Sunshine Dairy was listed on the Shenzhen Stock Exchange on May 20, 2022, with an initial public offering of 70.7 million shares at a price of 9.46 yuan per share, raising a total of 668.82 million yuan [4]. - The funds raised are allocated for the expansion of dairy product production bases and marketing initiatives [4].

证券代码：001318 证券简称：阳光乳业 公告编号：2026-004 江西阳光乳业股份有限公司 关于股东股份减持计划实施完成的公告 公司股东南昌致合企业管理中心（有限合伙）保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息 一致。 江西阳光乳业股份有限公司（以下简称"公司"）于 2025 年 12 月 12 日披 露了《关于控股股东的一致行动人减持股份计划预披露公告》（公告编号： 2025-042），控股股东江西阳光乳业集团有限公司（以下简称"阳光集团"） 的一致行动人南昌致合企业管理中心（以下简称"南昌致合"）计划自公告发 布之日起 15 个交易日后的三个月内通过集中竞价交易方式合计减持不超过 2,826,600 股，即不超过公司总股本的 1%；通过大宗交易方式减持不超过 5,653,200 股，即不超过公司总股本的 2%。 公司近日收到南昌致合出具的《关于股东股份减持计划实施完成的告知函》， 获悉南昌致合于 2026 年 1 月 9 日至 1 月 27 日分别通过集中竞价方式减持公司 股份 2,826,600 ...

Market Overview - The beverage and dairy sector experienced a decline of 0.18% on January 23, with Miaokelan leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Quanyangquan (code: 681009) with a closing price of 8.37, up 2.45% and a trading volume of 419,500 shares, totaling 351 million yuan [1] - Huanlejia (code: 300997) closed at 24.80, up 2.31% with a trading volume of 98,400 shares, totaling 242 million yuan [1] - Qiaoyuan Beverage (code: 603156) closed at 33.86, up 1.93% with a trading volume of 108,900 shares, totaling 364 million yuan [1] - Conversely, the following stocks saw declines: - Miaokelan (code: 600882) closed at 23.75, down 3.34% with a trading volume of 153,200 shares, totaling 368 million yuan [2] - Weiweijia (code: 600300) closed at 3.71, down 2.11% with a trading volume of 665,200 shares, totaling 248 million yuan [2] - New Dairy (code: 002946) closed at 19.19, down 1.34% with a trading volume of 45,200 shares, totaling 86.94 million yuan [2] Capital Flow - The beverage and dairy sector saw a net outflow of 141 million yuan from institutional investors, while retail investors contributed a net inflow of 229 million yuan [2] - Detailed capital flow for selected stocks includes: - Yili Group (code: 600887) with a net inflow of 1.10 billion yuan from institutional investors, but a net outflow of 162.69 million yuan from retail investors [3] - Huangshi Group (code: 002329) had a net inflow of 13.98 million yuan from institutional investors, with a net outflow of 5.66 million yuan from retail investors [3] - Liziyuan (code: 605337) saw a net inflow of 8.75 million yuan from institutional investors, with a net outflow of 1.70 million yuan from retail investors [3]

Core Viewpoint - Sunshine Dairy (001318.SZ) announced a change in shareholding that triggered a shift in ownership percentages, with major shareholder Nanchang Zhihe reducing its stake from 72.74% to 70.00% [1] Group 1: Shareholding Changes - Nanchang Zhihe and its concerted party, Jiangxi Sunshine Dairy Group, reduced their holdings from 205.60 million shares to 197.86 million shares, representing a decrease of 5% in ownership [1] - Nanchang Zhihe plans to increase its stake by acquiring 3,686,900 shares (1.30% of total shares) from February 6, 2024, to July 9, 2024, and subsequently sell the same amount from June 27, 2025, to September 2, 2025 [1] - Nanchang Zhihe intends to further reduce its holdings by 7,738,000 shares (2.74% of total shares) between January 9, 2026, and January 20, 2026 [1] Group 2: Financial Data - The weighted average price of Sunshine Dairy shares was 15.719 yuan during the period of Nanchang Zhihe's share reduction, resulting in a total reduction amount of approximately 122 million yuan [2] - During the period from June 27, 2025, to September 2, 2025, the weighted average price was 14.840 yuan, leading to a reduction amount of approximately 54.71 million yuan for Jiangxi Sunshine Dairy Group [2] - Sunshine Dairy was listed on the Shenzhen Stock Exchange on May 20, 2022, with a public offering of 70.70 million shares at a price of 9.46 yuan per share, raising a total of 668.82 million yuan [2]

Group 1 - The core point of the article is that the shareholding ratio of the shareholder Nanchang Zhihe and its concerted action party Sunshine Group has decreased from 72.74% to 70.00%, reaching a 5% integer threshold [1] - From February 6 to July 9, 2024, Sunshine Group increased its holdings by 3.6869 million shares, accounting for 1.30% [1] - From June 27 to September 2, 2025, Sunshine Group sold the shares it had increased [1] Group 2 - On January 9 to 20, 2026, Nanchang Zhihe reduced its holdings by 7.7380 million shares, accounting for 2.74% [1] - Nanchang Zhihe plans to reduce its holdings by no more than 3%, and the current reduction plan has not been fully implemented [1] - This change will not lead to a change in the company's control [1]

1 证券代码：001318 证券简称：阳光乳业 公告编号：2026-003 江西阳光乳业股份有限公司 关于持股 5%以上股东权益变动触及 5%整数倍的公告 公司股东南昌致合企业管理中心（有限合伙）保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2026 年 1 月 21 日，江西阳光乳业股份有限公司(以下简称"公司")收到股 东南昌致合企业管理中心（有限合伙）（以下简称"南昌致合"）出具的《关于 持股 5%以上股东权益变动触及 5%整数倍的告知函》和《简式权益变动报告书》， 南昌致合及一致行动人江西阳光乳业集团有限公司（以下简称"阳光集团"）持 有公司股份由 20,560.00 万股减少至 19,786.20 万股，持股比例由 72.74%减少至 70.00%，变动后比例触及 5%整数倍。 一、权益变动基本情况 根据《关于持股 5%以上股东权益变动触及 5%整数倍的告知函》，南昌致合 的一致行动人阳光集团于 2024 年 2 月 6 日至 2024 年 7 月 9 日通过深交所集中竞 价交易方式累计增持公司 ...