Group 1 - Yongshuntai announced that on January 20, 2026, it will accept research from Changcheng Securities, with participation from Vice General Manager Zhang Nan, Board Secretary Wen Min, and Securities Affairs Representative Tong Guoming to address investor inquiries [1] Group 2 - A new AI programming tool has gained significant traction among Silicon Valley programmers, with a CEO stating that skills honed over a lifetime can now be resolved in one go, leading to feelings of excitement and fear [1]

Group 1: International Market Performance - The company's overseas revenue growth is attributed to both the expansion of existing international clients (e.g., Budweiser, Carlsberg) and the successful acquisition of new regional customers [2] - Export markets include Southeast Asia, Central and South America, Japan, South Korea, and Africa, with a focus on both existing and new clients [2] - The competitive advantages in East Asia and Southeast Asia are product quality stability, short transportation distances, and quick response to customer needs [2] Group 2: Core Customer Retention - The key advantages for long-term binding with core customers include comprehensive supply chain reliability, production scale, and product quality stability [2] - The company has five production bases across major regions in China, ensuring timely responses to key customer demands [2] - Over 30 years of production experience supports the stability of product taste and quality, which is crucial for maintaining customer trust [2] Group 3: Profit Margin Outlook - The management anticipates improvements in gross margin through enhanced procurement coordination and cost control measures [3] - Gross margin fluctuations are influenced by changes in raw material prices and product pricing, which affect overall revenue [3] - The company aims to solidify its development foundation through product structure upgrades and cost-saving initiatives [3] Group 4: Growth Strategy and Mergers - The company is focused on becoming a world-class malt supplier, with plans for both organic growth and potential mergers or acquisitions [3] - Recent projects have increased production capacity by 27%, with ongoing efforts to optimize capacity based on customer needs [3] - The company seeks to leverage industry opportunities to identify new profit growth points and enhance its business model [3] Group 5: Dividend Policy - The dividend payout ratio is set to increase significantly to over 50% in 2024, indicating a commitment to shareholder returns [3] - Cash dividends distributed in 2022, 2023, and projected for 2024 are 30.39 million, 52.68 million, and 151 million respectively, reflecting a steady increase in payout ratios [3] - The company emphasizes a stable profit distribution policy while balancing capital expenditures and strategic reserves [3]

（文章来源：证券日报） 证券日报网讯 1月19日，永顺泰发布公告称，公司第二届董事会第二十四次会议审议通过《关于聘任陈 兆锋为公司副总经理的议案》《关于公司的议案》《关于公司的议案》。 ...

证券代码：001338 证券简称：永顺泰 公告编号：2026-002 （二） 审议通过《关于公司<2025 年度合规管理工作报告>的议案》。 粤海永顺泰集团股份有限公司 第二届董事会第二十四次会议决议公告 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、董事会会议召开情况 粤海永顺泰集团股份有限公司（以下简称"公司"）第二届董事会第二十四次 会议（以下简称"本次会议"）于 2026 年 1 月 16 日在公司会议室以现场及通讯方 式召开。本次会议的通知于 2026 年 1 月 9 日以邮件方式送达全体董事。本次会议由 董事长强威主持，应到董事 8 名，实到董事 8 名，其中以通讯方式出席会议的董事 有周涛、肖昭义、伍兴龙、陆健、陈敏、王卫永。公司高级管理人员、纪委书记、 高级管理人员候选人列席了本次会议。本次会议的召集和召开程序符合《中华人民 共和国公司法》和《粤海永顺泰集团股份有限公司章程》的规定。 二、董事会会议审议情况 经与会董事审议，作出以下决议： （一） 审议通过《关于聘任陈兆锋为公司副总经理的议案》。 根据《粤海永顺泰集团股份有限公司章程》相关 ...

Fundraising Overview - The company raised a total of RMB 855,451,068.56 by issuing 125,432,708 shares at RMB 6.82 per share, with a net amount of RMB 794,245,421.45 after deducting issuance costs of RMB 61,205,647.11 [1] Fund Management - The company established a dedicated account for the management of raised funds, adhering to relevant regulations and guidelines to protect investor interests [2] - A tripartite supervision agreement was signed with the managing bank and the sponsor, ensuring strict compliance in the storage, usage, and management of the raised funds [2][3] Account Closure - As of January 12, 2026, the special account held by a subsidiary had a balance of 0 RMB, leading to the completion of account closure procedures to streamline management and reduce costs [5][6]

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 根据中国证券监督管理委员会于2022年9月1日签发的证监许可[2022]2009号文 《关于核准粤海永顺泰集团股份有限公司首次公开发行股票的批复》，粤海永顺泰 集团股份有限公司(以下简称"公司"或"本公司")于2022年11月向社会公众发行 人民币普通股125,432,708股，每股发行价格为人民币6.82元，募集资金总额为人民 币855,451,068.56元。扣除发行费用人民币61,205,647.11元后，实际募集资金净额 为人民币794,245,421.45元，上述资金于2022年11月8日到位，业经普华永道中天会 计师事务所(特殊普通合伙)予以验证并出具普华永道中天验字(2022)第0862号《验 资报告》。 证券代码：001338 证券简称：永顺泰 公告编号：2026-001 粤海永顺泰集团股份有限公司 二、募集资金专户开立情况 关于部分募集资金专户销户完成的公告 信银行股份有限公司广州新城国际支行)的管理机构，负责与外部签署协议，因此由 中信银行股份有限公司广州分行签署上述《募 ...

Market Overview - The agricultural processing sector increased by 0.15% on January 5, with Morning Glory Biological leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - Morning Glory Biological (300138) closed at 12.83, with a rise of 3.38% and a trading volume of 75,200 shares, amounting to 95.67 million yuan [1] - Other notable performers included: - ST Zhongji (000972) at 4.03, up 2.81% with a trading volume of 258,900 shares [1] - Jinlongyu (300999) at 29.37, up 2.19% with a trading volume of 123,900 shares [1] - Daodaoquan (002852) at 10.73, up 1.71% with a trading volume of 44,300 shares [1] Capital Flow - The agricultural processing sector saw a net inflow of 30.45 million yuan from main funds, while retail funds experienced a net outflow of 11.92 million yuan [2] - The main funds' net inflow and outflow for specific stocks included: - Huadao Industrial (600191) with a net inflow of 24.94 million yuan [3] - Guannong Co. (600251) with a net inflow of 17.58 million yuan [3] - Yongshuntai (001338) with a net inflow of 9.82 million yuan [3]

证券日报网讯 12月30日，永顺泰发布公告称，截至2025年12月29日，公司存放在上海浦东发展银行股 份有限公司广州东山支行的募集资金专项账户余额为0元。为方便公司统一管理，减少管理成本，根据 相关规定，公司已办理完成上述募集资金专户的销户手续，公司、保荐机构中信建投证券股份有限公司 与上海浦东发展银行股份有限公司广州东山支行签订的相关《募集资金三方监管协议》相应终止。 （编辑 任世碧） ...

粤海永顺泰集团股份有限公司 关于部分募集资金专户销户完成的公告 证券代码：001338 证券简称：永顺泰 公告编号：2025-045 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 根据中国证券监督管理委员会于2022年9月1日签发的证监许可[2022]2009号文《关于 核准粤海永顺泰集团股份有限公司首次公开发行股票的批复》，粤海永顺泰集团股份有限 公司(以下简称"公司"或"本公司")于2022年11月向社会公众发行人民币普通股 125,432,708股，每股发行价格为人民币6.82元，募集资金总额为人民币855,451,068.56元 。扣除发行费用人民币61,205,647.11元后，实际募集资金净额为人民币794,245,421.45元 ，上述资金于2022年11月8日到位，业经普华永道中天会计师事务所(特殊普通合伙)予以验 证并出具普华永道中天验字(2022)第0862号《验资报告》。 二、募集资金专户开立情况 为规范公司募集资金的存放、使用和管理，切实保护投资者权益，公司根据《上市公 司募集资金监管规则》《深圳证券交易所股票上 ...

Group 1 - Hubei Yihua has received acceptance from the Shenzhen Stock Exchange for its application to issue convertible bonds to unspecified objects [1] - Tongye Technology plans to acquire 91.69% of Beijing Silingke Semiconductor Technology Co., Ltd. for a total price of 561 million yuan [2] - Heng Rui Medicine has signed an exclusive licensing agreement with Hansoh Pharmaceutical, which includes a payment of 30 million yuan and potential milestone payments up to 190 million yuan [3] Group 2 - Jun Da Co. announced that its strategic cooperation framework agreement with Shangyi Optoelectronics will not significantly impact its current operating performance [4] - Jinchuan Group's wholly-owned subsidiary is jointly investing in a venture capital partnership to invest in Shanghai Gesi Information Technology Co., Ltd. [5] - Baili Tianheng plans to apply for the registration of debt financing tools not exceeding 10 billion yuan [6] Group 3 - Yuanda Environmental Protection announced the resignation of its chairman Chen Bin due to work changes [7] - Aerospace Development reported that its subsidiary's revenue accounted for less than 1% of the total revenue in the first three quarters of 2025 [8] - ST Huluwawa and its chairman Liu Jingping are under investigation by the China Securities Regulatory Commission for information disclosure violations [10] Group 4 - Jia Mei Packaging confirmed that it has no plans for significant changes to its main business or for a reverse merger in the next 36 months [11] - Wangfujing has won the bid for the duty-free project at Beijing Capital International Airport, with a guaranteed operating fee of 113 million yuan for the first year [12] - Siwei Liekong has suspended trading due to potential changes in control [13] Group 5 - Zhongchao Holdings announced a tax payment and late fee totaling 8.2881 million yuan [14] - Yongshuntai plans to conduct foreign exchange derivative trading with a total amount not exceeding 1.7 billion yuan in 2026 [15] - Guojin Securities has been approved to publicly issue company bonds not exceeding 25 billion yuan [16] Group 6 - Jincheng Pharmaceutical's subsidiaries are required to pay a total of 21.5968 million yuan in taxes and late fees [17] - China Shenhua's subsidiary has successfully completed the trial operation of its power generation unit [19] - Yijing Optoelectronics has received a hearing notice regarding the inability to advance its photovoltaic project [20] Group 7 - Jiga Development has received debt waivers totaling 378 million yuan from its controlling shareholder and related parties [21] - ST Lutong plans to apply to the Shenzhen Stock Exchange to revoke other risk warnings after a shareholder repaid funds [22] - Xin'ao Co. is progressing with the privatization of Xin'ao Energy and has completed significant asset restructuring foreign exchange registration [23]