广发证券股份有限公司 关于厦门金达威集团股份有限公司使用募集资金置换预先投入 募投项目及已支付发行费用的自筹资金的核查意见 广发证券股份有限公司（以下简称"广发证券"或"保荐人"）作为厦门金 达威集团股份有限公司（以下简称"金达威"或"公司"）2025年向不特定对象 发行可转换公司债券的保荐人，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》《上市公司募集资金监管规则》等有关规定，对金达 威使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金事项进行 了核查，核查的具体情况及核查意见如下： 二、募集资金投资项目情况 根据《厦门金达威集团股份有限公司向不特定对象发行可转换公司债券募集 说明书》（以下简称"《募集说明书》"），并结合公司实际的募集资金净额，经公 司第九届董事会第六次会议决议调整，本次向不特定对象发行可转换公司债券的 募投项目及募集资金使用计划如下： 单位：万元 | 序号 | | 项目 | 计划投资总额 | 调整前拟使用 | 调整后拟使用 | | --- | --- | --- | --- | --- | --- | | | | | | 募集资金金额 | 募集资金金额 | ...

Core Insights - The food processing sector experienced a rise of 1.39% on October 15, with Jindawei leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Summary by Category Stock Performance - Jindawei (002626) closed at 21.26, with a significant increase of 7.92% and a trading volume of 223,800 shares, amounting to a transaction value of 466 million yuan [1] - Other notable performers included: - Baba Foods (605338) at 25.96, up 5.10% [1] - Tangchen Beijian (300146) at 12.12, up 3.68% [1] - Xianle Health (300791) at 23.80, up 2.54% [1] Capital Flow - The food processing sector saw a net inflow of 70.52 million yuan from institutional investors, while retail investors experienced a net outflow of 86.83 million yuan [2] - The main capital inflow and outflow for selected stocks included: - Jindawei had a net inflow of 33.91 million yuan from institutional investors, but a net outflow of 35.84 million yuan from retail investors [3] - Tangchen Beijian had a net inflow of 33.86 million yuan from institutional investors, with a slight net inflow from retail investors [3] Trading Volume and Value - The trading volume for Jindawei was 223,800 shares, contributing to a transaction value of 466 million yuan [1] - Baba Foods had a trading volume of 59,200 shares, with a transaction value of 152 million yuan [1] - The overall trading activity in the food processing sector indicates a healthy interest from institutional investors despite the outflow from retail investors [2][3]

Core Viewpoint - The food and beverage sector is experiencing a positive trend, with the Food ETF (515710) showing an increase of 0.32% as of October 15, 2023, indicating a favorable market sentiment towards this sector [1][2]. Group 1: Market Performance - The Food ETF (515710) has been trading positively, with a price increase of 0.32% during the day [1][2]. - Key stocks in the consumer goods sector have shown significant gains, with Jin Dawei rising nearly 8%, and other companies like Yan Jin Pu Zi and Cheng De Lu Lu increasing over 5% [1][3]. - Major liquor brands also performed well, with Luzhou Laojiao up over 1% and other leading brands like Guizhou Moutai and Shanxi Fenjiu showing slight increases [1][3]. Group 2: Investment Opportunities - The recent announcement of a 600 million yuan investment project in sauce-flavored liquor in Guizhou is seen as a strategic move to enhance the production capacity and cultural display in the region, which could benefit the local industry [3]. - Analysts suggest that the food and beverage sector is currently undervalued, with the Food ETF's price-to-earnings ratio at 20.44, indicating a good opportunity for long-term investment [3][4]. - The sector is characterized by low expectations and low holdings, suggesting that any changes in supply and demand could lead to significant price increases [4]. Group 3: Future Outlook - Securities firms are optimistic about the food and beverage sector, highlighting that the current low base and potential for recovery could lead to a positive market environment [4]. - The focus is on companies with strong fundamentals, particularly in the snack, beverage, and frozen food segments, which are expected to report high growth in their upcoming quarterly results [4][5]. - The Food ETF is recommended as a core asset for investors looking to gain exposure to the food and beverage sector, with a significant portion of its holdings in leading liquor brands and other food-related stocks [5].

10月15日消息，截止10:45，原料药板块强势，亚太药业涨停，向日葵、海辰药业、博腾股份、华海药 业、金达威等个股涨幅居前。 责任编辑：小浪快报 ...

Group 1 - The core point of the news is that Jindawei's stock price increased by 5.28% to 20.74 CNY per share, with a trading volume of 117 million CNY and a turnover rate of 0.95%, resulting in a total market capitalization of 12.65 billion CNY [1] - Jindawei, established on November 24, 1997, and listed on October 28, 2011, is located in Xiamen, Fujian Province, and primarily engages in the manufacturing of health and nutritional foods [1] - The main revenue composition of Jindawei includes health food products at 54.57%, coenzyme Q10 series at 22.04%, other products at 11.98%, and vitamin A series at 11.41% [1] Group 2 - Among Jindawei's top ten circulating shareholders, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 521,500 shares, bringing the total to 2.8129 million shares, which accounts for 0.46% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, and has achieved a year-to-date return of 25.13% [2] - The fund manager, Cui Lei, has a tenure of 6 years and 344 days, with the fund's total asset scale at 94.976 billion CNY, achieving the best return of 187.98% and the worst return of -15.93% during the tenure [2]

Core Points - Jindawei's stock price increased by 5.28% to 20.74 CNY per share, with a trading volume of 117 million CNY and a turnover rate of 0.95%, resulting in a total market capitalization of 12.65 billion CNY [1] Company Overview - Jindawei Group Co., Ltd. is located in Xiamen, Fujian Province, established on November 24, 1997, and listed on October 28, 2011 [1] - The company's main business includes the manufacturing of health food and nutritional food [1] - Revenue composition: Nutritional health food accounts for 54.57%, Coenzyme Q10 series 22.04%, others 11.98%, and Vitamin A series 11.41% [1] Shareholder Information - Among Jindawei's top ten circulating shareholders, Huaxia Fund's Huaxia CSI 1000 ETF (159845) increased its holdings by 398,000 shares in Q2, totaling 1.6624 million shares, representing 0.27% of circulating shares [2] - The Huaxia CSI 1000 ETF has a current scale of 38.227 billion CNY and has achieved a year-to-date return of 25.04%, ranking 1967 out of 4220 in its category [2] - The fund manager, Zhao Zongting, has been in position for 8 years and 184 days, with a total fund asset scale of 389.148 billion CNY and a best fund return of 115.51% during his tenure [2]

Core Viewpoint - Jindawei's stock price has shown a significant increase of 36.87% year-to-date, with recent fluctuations indicating a slight decline in the short term, while the company continues to demonstrate strong revenue and profit growth [1][2]. Financial Performance - For the first half of 2025, Jindawei achieved a revenue of 1.728 billion yuan, representing a year-on-year growth of 13.46% [2]. - The net profit attributable to shareholders for the same period was 247 million yuan, marking a substantial increase of 90.12% compared to the previous year [2]. Stock Market Activity - As of October 15, Jindawei's stock price was 20.12 yuan per share, with a market capitalization of 12.272 billion yuan [1]. - The stock experienced a trading volume of 30.796 million yuan, with a turnover rate of 0.26% [1]. - The main capital flow indicated a net outflow of 76,000 yuan, with large orders accounting for 6.16% of purchases and 6.40% of sales [1]. Shareholder Information - As of June 30, the number of Jindawei shareholders was 40,700, a decrease of 4.30% from the previous period [2]. - The average number of circulating shares per shareholder increased by 4.50% to 14,976 shares [2]. Dividend Distribution - Since its A-share listing, Jindawei has distributed a total of 2.761 billion yuan in dividends, with 488 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 6.9372 million shares, an increase of 1.5915 million shares from the previous period [3]. - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF also increased their holdings, while Tianhong CSI Food and Beverage ETF exited the top ten circulating shareholders [3].

Core Viewpoint - The company Jindawei has confirmed that its Yuo series ready-to-drink Q10 beverages have not yet been launched [1] Company Summary - Jindawei (002626.SZ) responded to an investor inquiry on October 14, indicating that the Yuo series ready-to-drink beverages are still not available in the market [1]

Core Viewpoint - The food and beverage sector continues to experience a pullback, with significant declines in major stocks, particularly in the liquor segment, while the Food ETF (515710) shows signs of increased investment interest despite the downturn [1][3][5]. Group 1: Market Performance - The Food ETF (515710) fluctuated throughout the day, with an intraday drop of 1.78% and a closing decline of 1.13% [1]. - Major consumer goods stocks, especially in the liquor category, saw substantial declines, with Yangyuan Beverage down 9.21%, Dongpeng Beverage down 4.84%, and Yanjinpuzi down 3.48% [1][3]. - Over the past five trading days, the Food ETF has attracted a total investment of 50.68 million yuan, and over the last ten days, it has exceeded 110 million yuan [1]. Group 2: Sales Growth in Liquor - During the National Day and Mid-Autumn Festival period, premium liquor brands experienced significant sales growth, with Moutai's sales increasing nearly tenfold year-on-year, and Wuliangye's sales growing nearly threefold [3]. - The rise in sales for these brands indicates a strong premium pricing capability in the instant retail channel, which is becoming a new growth driver for liquor companies [3]. Group 3: Industry Outlook - Analysts suggest that the food and beverage sector is currently at a favorable valuation point, with the food index's price-to-earnings ratio at 20.31, marking a low point in the last decade [3]. - The white liquor sector is expected to see a recovery in sales during peak seasons, with strong performance from leading companies and ongoing supply-side improvements [4]. - The overall sentiment in the liquor market is improving, with some leading companies signaling price stability and channel support [5].

Core Viewpoint - The company has completed the expansion project for coenzyme Q10 and is currently in the final stages of the process, indicating a positive outlook for production capacity in the near future [1] Group 1: Company Performance - Investors inquired about the sales situation of vitamins in the second half of the year and whether the company is operating at full capacity [1] - The company confirmed that the coenzyme Q10 expansion project is nearly complete, suggesting readiness to meet market demand [1] Group 2: Market Outlook - The company was asked if the coenzyme Q10 market will continue to be strong in the second half of the year, reflecting investor interest in market trends [1] - The company advised stakeholders to monitor regular announcements for specific operational updates [1]