截至发稿，永顺泰市值为62亿元。 每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 每经AI快讯，永顺泰（SZ 001338，收盘价：12.37元）11月17日晚间发布公告称，公司第二届第二十二 次董事会会议于2025年11月14日在公司会议室以现场及通讯方式召开。会议审议了《关于补选公司第二 届董事会非独立董事的议案》等文件。 2025年1至6月份，永顺泰的营业收入构成为：啤酒制造占比96.03%，其他业务占比3.97%。 （记者 王晓波） ...

Core Viewpoint - On November 17, a total of 17 listed companies will have their restricted shares unlocked, with a total market value of approximately 22.745 billion yuan [1] Summary by Category Restricted Shares Unlocking - The total number of restricted shares unlocking on this date is significant, with a total market value of about 22.745 billion yuan [1] - Specific companies and their respective unlocking details include: - Yingte Group (000411): 273,600 shares from equity incentive [1] - East China Pharmaceutical (000963): 1,630,300 shares from equity incentive [1] - Innovation New Materials (600361): 2.867 billion shares from other types [1] - Fida Environmental Protection (600526): 152 million shares with extended lock-up period [1] - New Mileage (002219): 8.7 million shares from equity incentive [1] - Anke Bio (300009): 12.3941 million shares from equity incentive [1] - Songcheng Performance (300144): 2.16 million shares from equity incentive [1] - Keheng Co., Ltd. (300340): 511,400 shares from equity incentive [1] - Haoxiangni (002582): 1 million shares from equity incentive [1] - Zhongzhi Technology (301361): 2.252 million shares from pre-issue [1] - Jack Co., Ltd. (603337): 2.4576 million shares from equity incentive [1] - Tian'ao Electronics (002935): 105,400 shares from equity incentive [1] - Huatuo Cable (605196): 556,000 shares from equity incentive [1] - Yongshuntai (001338): 266 million shares from pre-issue [1] - New World (301277): 149 million shares from pre-issue [1] - Yongxi Electronics (688362): 130 million shares [1] - Kangxi Communication (688653): 3.184 million shares [1]

Core Viewpoint - A total of 32.91 billion shares with a market value of 28.164 billion yuan are set to be unlocked on November 17, involving 13 companies [1] Group 1: Unlocking Details - The companies with the highest unlocking volumes are Innovation New Materials, New World, and Yongshuntai, with unlocking shares of 2.287 billion, 291 million, and 266 million respectively [1] - In terms of market value, Innovation New Materials, New Nuo Wei, and Yongxi Electronics lead with unlocking values of 10.542 billion yuan, 5.34 billion yuan, and 3.97 billion yuan respectively [1] - The companies with the highest unlocking ratios relative to total share capital are New World, Innovation New Materials, and Yongshuntai, with ratios of 74.24%, 60.88%, and 52.97% respectively [1]

证券代码：001338 证券简称：永顺泰 公告编号：2025-039 粤海永顺泰集团股份有限公司 关于首次公开发行前已发行股份解除限售上市流通 提示性公告 1、粤海永顺泰集团股份有限公司（以下简称"永顺泰"或"公司"）首次公 开发行前已发行股份本次解除限售的数量为 265,776,353 股，占公司股份总数的 52.97%。 2、本次解除限售股份的上市流通日期为 2025 年 11 月 17 日（星期一）。 3、本次解除限售股份性质为公司首次公开发行前已发行股份。本次解除限售 完成后，公司首次公开发行前已发行股份全部解除限售完毕。 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《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》（证监许可〔2022〕2009 号）核准，公司首次公开发行人民 币普通股（A 股）125,432,708 股；经深圳证券交易所《关于粤海永顺泰集团股份 有限公司人民币普通股股票上市的通知》（深证上〔2022〕1082 号）同意，公司 首次公开发行的人民币普通股股票于 2022 年 11 月 16 日在深圳证券交易所上市交 易。公司首次公开发行股票前总股本为 376 ...

中信建投证券股份有限公司 关于粤海永顺泰集团股份有限公司 首次公开发行前已发行股份解除限售 上市流通事项的核查意见 中信建投证券股份有限公司（以下简称"保荐人"、"中信建投证券"）作为粤 海永顺泰集团股份有限公司（以下简称"永顺泰"、"公司"）首次公开发行股票并 上市的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票 上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 范运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等相关 规定，对永顺泰首次公开发行前已发行股份解除限售上市流通事项进行了审慎核 查，核查情况及核查意见如下： 一、首次公开发行前已发行股份概况 经中国证券监督管理委员会《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》（证监许可〔2022〕2009 号）核准，公司首次公开发行人 民币普通股（A 股）125,432,708 股；经深圳证券交易所《关于粤海永顺泰集团 股份有限公司人民币普通股股票上市的通知》（深证上〔2022〕1082 号）同意， 公司首次公开发行的人民币普通股股票于 2022 年 11 月 16 日在深圳证券交 ...

Core Viewpoint - The company is progressing with the construction of a new specialized malt production line with a capacity of 50,000 tons per year, expected to be completed by the end of 2025, and emphasizes its strong technical capabilities and market influence to meet diverse customer demands in the brewing industry [1] Group 1: Project Development - The specialized malt production line project is planned to be completed by the end of 2025 [1] - The company encourages stakeholders to monitor its periodic reports for updates on the project's progress [1] Group 2: Market Position and Customer Relationships - The company has over 20 years of collaboration with major breweries such as Budweiser, Carlsberg, Heineken, China Resources Snow Beer, Tsingtao Brewery, Yanjing Beer, and Zhujiang Beer [1] - The company exports its products to various regions including Southeast Asia, Central and South America, Japan, South Korea, and Africa [1] Group 3: Product Flexibility and Customization - The company possesses deep technical expertise and market influence, allowing it to produce malt products that meet the quality standards of diverse brewing customers [1] - The specialized malt production line is designed to adapt to different flavor preparation needs, showcasing the company's ability to customize products based on downstream demand [1]

Group 1 - The agricultural processing sector increased by 1.05% on November 10, with Yichang Magic leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Key stocks in the agricultural processing sector showed significant price increases, with Yichang Magic rising by 6.97% to a closing price of 38.38 [1] Group 2 - The agricultural processing sector saw a net inflow of 30.35 million yuan from main funds, while retail investors experienced a net outflow of 48.61 million yuan [2] - Major stocks like COFCO Sugar and Jinlongyu attracted significant main fund inflows of 59.89 million yuan and 36.12 million yuan, respectively [3] - Retail investors showed a negative trend in several stocks, with notable outflows from COFCO Sugar and Jinlongyu [3]

Core Insights - The agricultural processing sector experienced a slight increase of 0.38% on November 5, with Tianye Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Agricultural Processing Sector Performance - Tianye Co., Ltd. (code: 920023) closed at 4.62, with a rise of 4.76% and a trading volume of 256,500 shares, amounting to a transaction value of 118 million yuan [1] - Other notable performers included: - Triangle Dyeing (code: 600191) at 9.53, up 3.70% [1] - Yichang Konjac (code: 920273) at 37.20, up 2.65% [1] - Oufu Egg Industry (code: 920371) at 11.56, up 1.94% [1] - Jingliang Holdings (code: 000505) at 7.14, up 1.85% [1] Capital Flow Analysis - The agricultural processing sector saw a net outflow of 75.89 million yuan from institutional investors and 24.36 million yuan from speculative funds, while retail investors contributed a net inflow of 100 million yuan [2] - The detailed capital flow for selected stocks included: - Deep Root Holdings (code: 000019) with a net inflow of 11.44 million yuan from institutional investors [3] - Morning Light Biological (code: 300138) with a net inflow of 6.21 million yuan from speculative funds [3] - ST Jiawo (code: 300268) experienced a significant net outflow of 1.61 million yuan from institutional investors [3]

Core Viewpoint - The company has announced the approval to use part of its idle raised funds for cash management, with a maximum amount of RMB 14.5 million, to enhance fund utilization efficiency and generate returns for shareholders [22][44]. Financial Data - The company reported that as of September 30, 2025, it had cumulatively used RMB 793.28 million of the raised funds for investment projects, with a remaining balance of RMB 964,600 [25][30]. - The company has generated interest income of RMB 13.06 million from previous cash management activities [28]. Project Development - The company is constructing a new production line for specialty malt with an investment of RMB 259 million, aimed at enhancing its high-end malt production capacity [5]. Board Meeting Decisions - The second board meeting on October 24, 2025, approved several resolutions, including the cash management proposal and the review of the third-quarter report [10][12][15]. Compliance and Auditing - The company has confirmed that the third-quarter financial report has not been audited [8][3]. - The board has also approved the reappointment of Ernst & Young as the auditing firm for the 2025 financial year [6]. Cash Management Strategy - The cash management will involve investing in low-risk, high-liquidity financial products with a maturity of no more than 12 months [33][39]. - The company will ensure that this cash management does not affect the normal operation of its investment projects [42]. Regulatory Compliance - The cash management plan has been reviewed and approved by the audit committee and independent directors, ensuring compliance with relevant regulations [44][45].

Group 1 - The company reported a revenue of 3.221 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 2.75% [1] - The net profit attributable to shareholders of the listed company was 253 million yuan, showing a year-on-year increase of 15.12% [1] - The basic earnings per share reached 0.50 yuan, reflecting a year-on-year growth of 13.64% [1]