证券之星消息，10月21日食品加工板块较上一交易日上涨0.67%，金字火腿领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。食品加工板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日食品加工板块主力资金净流出7829.65万元，游资资金净流出2572.76万元，散户 资金净流入1.04亿元。食品加工板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002626 | 金达威 | 1284.83万 | 5.83% | -201.74万 | -0.92% | -1083.09万 | -4.91% | | 600073 | 光明肉业 | 911.50万 | 9.93% | -425.98万 | -4.64% | -485.53万 ...

证券日报网讯10月20日晚间，金字火腿（002515）发布公告称，金字火腿股份有限公司(以下简称"公 司")于近日收到全资子公司金华金字火腿有限公司(以下简称"金华金字")及金字冷冻食品城有限公司(以 下简称"金字冷冻城")的通知，因业务发展需要，金华金字及金字冷冻城对法定代表人、经营范围等工 商登记信息进行了变更。现上述两家全资子公司均已完成工商变更登记手续，并取得由金华市市场监督 管理局换发的营业执照。 ...

证券代码：002515 证券简称：金字火腿 公告编号：2025-057 | 经营活动）。许可项目： | 经营活动）。 | | --- | --- | | 道路货物运输（不含危险 | | | 货物）；道路货物运输（网 | | | 络货运）（依法须经批准 | | | 的项目，经相关部门批准 | | | 后方可开展经营活动，具 | | | 体经营项目以审批结果 | | | 为准）。 | | 特此公告。 金字火腿股份有限公司董事会 2025 年 10 月 21 日 关于全资子公司完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 金字火腿股份有限公司（以下简称"公司"）于近日收到全资子公司金华金 字火腿有限公司（以下简称"金华金字"）及金字冷冻食品城有限公司（以下简 称"金字冷冻城"）的通知，因业务发展需要，金华金字及金字冷冻城对法定代 表人、经营范围等工商登记信息进行了变更。现上述两家全资子公司均已完成工 商变更登记手续，并取得由金华市市场监督管理局换发的营业执照，具体变更信 息如下： | 变更主体 | 变更项目 | 变更前 | 变 ...

证券之星消息，10月20日食品加工板块较上一交易日上涨0.14%，*ST春天领涨。当日上证指数报收于 3863.89，上涨0.63%。深证成指报收于12813.21，上涨0.98%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600381 | *ST春天 | 5.21 | 5.04% | 14.75万 | 7624.80万 | | 603536 | 惠发食品 | 11.01 | 4.06% | 15.84万 | + 1.72亿 | | 600530 | 交大昂立 | 8.71 | 3.69% | 22.78万 | 1.97亿 | | 002702 | 海欣食品 | 4.51 | 2.97% | 20.65万 | 9200.54万 | | 001215 | 千味央厨 | 37.37 | 1.33% | 1.84万 | 6844.16万 | | 605567 | 春雪食品 | 10.10 | 1.20% | 3.14万 | 3152.53万 | | 603102 | ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests focusing on the duty-free retail sector and the ice and snow economy as potential investment opportunities. Core Insights - The recent adjustments to the Hainan duty-free shopping policy are expected to enhance the attractiveness of Hainan as a free trade port, expanding the range of duty-free goods and increasing consumer participation [2][3]. - The early onset of the snow season in Xinjiang is anticipated to benefit the ice and snow economy, with government initiatives aiming for a total output value of 200 billion yuan by 2030 [2][3]. - The report highlights the performance of various sectors within the consumer industry, noting significant stock price changes among leading companies [2][3]. Summary by Sections Market Weekly Review - The consumer sector showed mixed performance, with food and beverage, retail, and home appliances experiencing gains, while beauty care and textiles saw declines [2][3]. - Notable stock performances included Kuaijishan (+11.08%) and Dongbei Group (+8.97%) leading the gains, while Jinzi Ham (-17.80%) and Biyi Co. (-19.63%) faced significant losses [2][3]. Industry News and Key Company Announcements - The Hainan duty-free policy adjustments include expanding the range of duty-free goods to 47 categories and allowing more consumer participation [2][3]. - The ice and snow industry is projected to exceed 1 trillion yuan by 2025, driven by upcoming major events and government support [2][3]. - Various companies reported significant revenue growth, such as Spring Breeze Power with a 28.56% increase in Q3 revenue [2][3].

Market Overview - The Shanghai Composite Index fell by 1.47% this week, with only four industries showing gains, led by the banking and coal sectors, which rose by 4.89% and 4.17% respectively [1] - The food and beverage industry ranked third in terms of weekly gains [1] Fund Flow Analysis - Total net outflow of main funds from both markets reached 301.749 billion yuan this week, with only two industries experiencing net inflows: banking (24.19 billion yuan) and coal (2.67 billion yuan) [1] - The electronic industry saw the largest net outflow, totaling 70.079 billion yuan, followed by the power equipment sector with a net outflow of 41.692 billion yuan [1] Industry Performance - The food and beverage sector increased by 0.86% this week, despite a net outflow of 378 million yuan in main funds [3] - Within the food and beverage sector, 49 out of 124 stocks rose, with notable increases from Kweichow Moutai (11.08%), Miaokelando (8.52%), and Guifaxiang (6.90%) [3] - Conversely, 71 stocks declined, with Jinzi Ham, Yangyuan Beverage, and Zhuangyuan Pasture experiencing significant drops of 17.80%, 16.56%, and 14.06% respectively [3] Top Stocks in Food and Beverage - Kweichow Moutai led the net inflow with 680 million yuan, followed by Luzhou Laojiao (204 million yuan) and Wuliangye (198 million yuan) [3] - The top outflow stocks included Jinzi Ham (-186 million yuan), Yangyuan Beverage (-171 million yuan), and Zhuangyuan Pasture (-135 million yuan) [4]

Market Overview - On October 17, the food processing sector declined by 0.96%, with Jinzi Ham leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Notable stock performances included: - *ST Chuntian: Closed at 4.96, up 1.64% with a trading volume of 148,600 shares and a turnover of 74.7 million yuan [1] - Jinzi Ham: Closed at 6.42, down 8.02% with a trading volume of 848,900 shares and a turnover of 563 million yuan [2] - Other stocks like Huazhong Food and Shuanghui Development showed minor declines [1][2] Capital Flow - The food processing sector experienced a net outflow of 236 million yuan from institutional investors, while retail investors saw a net inflow of 222 million yuan [2] - The capital flow for specific stocks indicated: - *ST Chuntian: Net inflow from retail investors was 434,440 yuan, while institutional investors had a net outflow of 764,960 yuan [3] - Jinzi Ham had a significant net outflow of 5.63 billion yuan from institutional investors [2][3] Summary of Key Stocks - The following stocks had notable capital movements: - *ST Chuntian: 10.24% of net inflow from institutional investors [3] - Jinzi Ham: 8.02% decline in stock price, indicating significant selling pressure [2] - Other stocks like Huazhong Food and Wufangzhai also faced net outflows from institutional investors [3]

证券之星消息，10月16日食品加工板块较上一交易日上涨0.49%，*ST春天领涨。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600381 | *ST春天 | 4.88 | 4.95% | 8.96万 | - 4338.04万 | | 002626 | 全达威 | 21.90 | 3.01% | 23.90万 | - 5.25 Z | | 300146 | 汤臣倍健 | 12.46 | 2.81% | 57.02万 | 7.14亿 | | 000895 | 双汇发展 | 25.40 | 0.99% | 10.80万 | 2.74亿 | | 600530 | 交大昂立 | 8.44 | 0.84% | 16.51万 | 1.40亿 | | 605567 | 春雪食品 | 10.10 | 0.20% | 5.30万 | 5367.88万 | | 603345 | 安井食 ...

机构持仓方面，截止2025年6月30日，金字火腿十大流通股东中，香港中央结算有限公司退出十大流通 股东之列。 责任编辑：小浪快报 金字火腿所属申万行业为：食品饮料-食品加工-肉制品。所属概念板块包括：腾讯概念、光通信、股权 转让、网络营销、芯片概念等。 截至6月30日，金字火腿股东户数3.26万，较上期减少9.15%；人均流通股37121股，较上期增加 14.78%。2025年1月-6月，金字火腿实现营业收入1.70亿元，同比减少14.73%；归母净利润2292.04万 元，同比减少25.11%。 分红方面，金字火腿A股上市后累计派现2.57亿元。近三年，累计派现8009.70万元。 10月16日，金字火腿盘中下跌2.09%，截至14:02，报7.04元/股，成交1.71亿元，换手率1.98%，总市值 85.23亿元。 金字火腿今年以来股价涨56.44%，近5个交易日跌12.44%，近20日跌5.76%，近60日涨13.73%。 资金流向方面，主力资金净流出1620.30万元，特大单买入231.25万元，占比1.35%，卖出1188.50万元， 占比6.96%；大单买入4474.74万元，占比26.19%，卖 ...

证券之星消息，10月14日食品加工板块较上一交易日上涨0.04%，盖世食品领涨。当日上证指数报收于 3865.23，下跌0.62%。深证成指报收于12895.11，下跌2.54%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 920826 | 盖世食品 | 13.35 | 3.57% | 8.99万 | | 1.18亿 | | 605089 | 味知香 | 26.33 | 3.38% | 2.51万 | | 6517.66万 | | 603536 | 惠发食品 | 10.67 | 2.01% | 13.99万 | | 1.49亿 | | 920429 | 康比特 | 18.13 | 1.63% | 2.61万 | | 4736.88万 | | 002216 | 三手肖出 | 10.92 | 1.39% | 5.53万 | | 6005.41万 | | 000529 | 广弘控股 | 6.01 | 1.18% | 7.84万 | | 4695.45万 ...