Group 1 - The agricultural processing sector increased by 1.79% on August 26, with Baolingbao leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Key stocks in the agricultural processing sector showed significant price increases, with Baolingbao rising by 5.41% to a closing price of 11.30 [1] Group 2 - The agricultural processing sector saw a net inflow of 123 million yuan from institutional investors, while retail investors experienced a net outflow of 60.66 million yuan [2][3] - Among the top stocks, COFCO Sugar had a net inflow of 151 million yuan, representing 8.15% of its total trading volume [3] - Baolingbao also attracted significant institutional investment, with a net inflow of 42.47 million yuan, accounting for 10.70% of its trading volume [3]

Group 1 - The company achieved a revenue of 2.223 billion yuan in the first half of 2025, representing a year-on-year growth of 2.55% [2] - The net profit attributable to shareholders reached 169 million yuan, with a year-on-year increase of 0.96% [2] - The company is the largest malt manufacturer in China and ranks first in Asia and fourth in the world in terms of production capacity [2] Group 2 - The company is responding to the high-end transformation of the Chinese beer market by increasing the production capacity of specialty malts, including wheat malt and whiskey malt [2] - A new project for a 50,000 tons/year specialty malt production line is being implemented to optimize product structure and enhance competitive differentiation [2] - The company has accelerated the construction progress of the new production line and conducted preliminary research for industry expansion [2][3] Group 3 - The company has strengthened the coordination of production, procurement, and sales, leading to an increase in both domestic and international business [3] - Quality management has been enhanced through 20 rounds of micro malting tests and quality evaluations of potential raw materials and new barley varieties [3] - These efforts are aimed at improving overall performance and providing strong support for the company's growth [3]

Group 1 - The company did not distribute cash dividends or bonus shares during the reporting period [3] - The company has not changed its controlling shareholder or actual controller during the reporting period [5] - The company has not reported any significant matters during the reporting period [5] Group 2 - The company raised a total of RMB 855,451,068.56 from the issuance of 125,432,708 shares at a price of RMB 6.82 per share [6] - After deducting issuance costs of RMB 61,205,647.11, the net proceeds amounted to RMB 794,245,421.45 [6] - As of June 30, 2025, the company has used RMB 15,754,945.26 of the raised funds, with a cumulative total of RMB 793,280,805.27 used [7] Group 3 - The company has established a management system for the raised funds, ensuring they are stored in a dedicated account [8] - The balance of the unused raised funds in the dedicated account as of June 30, 2025, is RMB 964,616.18 [7] - The company has not used any idle raised funds to temporarily supplement working capital during the reporting period [13] Group 4 - The company has completed the replacement of pre-invested funds with raised funds amounting to RMB 313,457,827.46 [12] - The company has reported that the projects funded by the raised funds have been completed and are operational [16] - The company plans to use the remaining raised funds for the committed investment projects [18] Group 5 - The company’s projects are expected to generate significant revenue, with the "Guangmai Phase 4 Expansion Project" projected to increase annual sales by RMB 35,240,000 and profit by RMB 290,000 [19] - The "Annual Production of 130,000 Tons of High-Quality Beer Malt Project" is expected to increase annual sales by RMB 43,575,000 and profit by RMB 2,421,000 [20] - The company has ensured compliance with regulations regarding the storage and use of raised funds, with no violations reported [39]

Core Viewpoint - Yongshuntai (001338.SZ) reported a slight increase in revenue and net profit for the first half of 2025, indicating stable performance amidst market conditions [1] Financial Performance - The company achieved an operating income of 2.223 billion yuan, representing a year-on-year growth of 2.55% [1] - The net profit attributable to shareholders of the listed company was 169 million yuan, showing a year-on-year increase of 0.96% [1]

粤海永顺泰集团股份有限公司 关于粤海集团财务有限公司的风险持续 评估报告 粤海永顺泰集团股份有限公司（以下简称"本公司"）已与粤海 集团财务有限公司（以下简称"粤海财务公司"）签订了《金融服务 协议》，根据《深圳证券交易所上市公司自律监管指引第 7 号——交 易与关联交易》的要求，本公司通过查验粤海财务公司《金融许可证》 《营业执照》等证件资料，并审阅包括资产负债表、利润表、现金流 量表等财务报告，对粤海财务公司的经营资质、业务和风险状况进行 了评估，现将截至 2025 年 6 月 30 日有关风险评估情况报告如下： 一、 粤海财务公司基本情况 粤海财务公司于 2015 年 11 月 18 日经原中国银行业监督管理委 员会批准取得《金融许可证》，于 2023 年 12 月 15 日取得最新的《金 融许可证》，于 2015 年 12 月 28 日取得营业执照，注册地址位于广东 省广州市天河区天河路 208 号粤海天河城大厦 35 楼 01、02A、07B、 08 房，业务范围为：吸收成员单位存款；办理成员单位贷款；办理 成员单位票据贴现；办理成员单位资金结算与收付；提供成员单位委 托贷款、债券承销、非融资性保函 ...

粤海永顺泰集团股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 | | | 占用方与上市公司 | 上市公司 | 2025 年年初 | 2025 年半年度 | 2025 年半年度 | 2025 年半年 | 2025 年半年 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 的关联关系 | 核算的会 | 占用资金余 | 占用累计发生金 | 占用资金的利 | 度偿还累计 | 末占用资金 | 占用形成原 因 | 占用性质 | | | | | 计科目 | 额 | 额（不含利息） | 息（如有） | 发生金额 | 余额 | | | | 控股股东、实际控制人 | 无 | 不适用 | 不适用 | - | - | - | - | - | 不适用 | 不适用 | | 及其附属企业 | | | | | | | | | | | | 小计 | — | — | — | - | - | - | - | - | — | — | | 前控股股东、实际控制 | 无 | 不适用 ...

证券代码：001338 证券简称：永顺泰 公告编号：2025-030 粤海永顺泰集团股份有限公司 2025 年半年度募集资金存放与使用情况专项报告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、募集资金基本情况 截至 2025 年 6 月 30 日，本公司 2025 年半年度（以下简称"报告期"）使用 募集资金人民币 15,754,945.26 元，累计使用募集资金总额人民币 793,280,805.27 元，其中报告期以募集资金投入到承诺投资项目的金额为人民币 15,754,945.26 元，尚未使用募集资金余额人民币 964,616.18 元；尚未使用的募集资金余额与募 集资金存放专项账户的余额人民币 14,194,680.37 元的差异为募集资金利息收入扣 减手续费净额人民币 13,031,453.19 元及已以自有资金支付的发行费用人民币 198,611.00 元。 二、募集资金管理情况 为规范募集资金的管理和使用，本公司根据实际情况，制定了《粤海永顺泰集 团股份有限公司募集资金管理制度》。根据该制度，本公司对募集资金实行专户存 储。截至 202 ...

粤海永顺泰集团股份有限公司 2025 年半年度财务报告 粤海永顺泰集团股份有限公司 2025 年半年度财务报告 1 粤海永顺泰集团股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 2025 年 8 月 编制单位：粤海永顺泰集团股份有限公司 2025 年 6 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 965,054,813.93 | 894,967,477.25 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | 20,088,109.59 | | 衍生金融资产 | 1,832,362.97 | 4,359,600.69 | | 应收票据 | 2,204,290.00 | 5,314,554.40 | | 应收账款 | 885,586,623.63 | 930,699,665.86 | | 应收款项融资 | 52,657,175.09 | ...

证券代码：001338 证券简称：永顺泰 公告编号：2025-028 粤海永顺泰集团股份有限公司 经与会监事审议，作出以下决议： （一）审议通过《关于公司<2025 年半年度报告全文及摘要>的议案》。 经审议，监事会认为：公司 2025 年半年度报告及摘要的编制和审议程序符合法 律、法规、《粤海永顺泰集团股份有限公司章程》和公司内部控制制度的各项规定； 报告内容和格式符合中国证券监督管理委员会和深圳证券交易所的各项规定，所包 含的信息真实、准确、完整地反映了公司的实际情况，不存在任何虚假记载、误导 性陈述或者重大遗漏。 具体内容详见公司同日在《中国证券报》《证券时报》《上海证券报》《证券 日报》及巨潮资讯网（www.cninfo.com.cn）上披露的《2025 年半年度报告摘要》及 巨潮资讯网（www.cninfo.com.cn）上披露的《2025 年半年度报告》。 表决结果：同意 3 票，反对 0 票，弃权 0 票，议案通过。 （二）审议通过《关于公司<2025 年半年度募集资金存放与使用情况专项报告> 的议案》。 第二届监事会第十四次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整 ...

粤海永顺泰集团股份有限公司 2025 年半年度报告全文 粤海永顺泰集团股份有限公司 2025 年半年度报告 2025 年 8 月 1 粤海永顺泰集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人张前、主管会计工作负责人周涛及会计机构负责人(会计主管 人员)徐渝辉声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中已描述了公司面临的风险，报告中所涉及到公司发展战略、经 营计划等前瞻性陈述，不构成公司对投资者的实质承诺，投资者及相关人士 均应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差 异，敬请广大投资者认真阅读相关具体内容，注意投资风险。《中国证券报》 《上海证券报》《证券时报》《证券日报》和巨潮资讯网 www.cninfo.com.cn 为本公司选定的信息披露媒体，本公司所有信息均以在上述选定媒体刊登的 信息为准。 公司在本报告第三节"管理层讨论 ...