格隆汇11月27日丨金达威(002626.SZ)在投资者互动平台表示，"麦角硫因光子瓶"是Doctor's Best多特倍 斯品牌今年上市的新品之一。目前在品牌众多产品中销售占比仍较小。未来麦角硫因产品在加大对口服 美容人群渗透的同时，也会继续丰富产品矩阵，为更细分人群和场景需求，提供更精准的产品解决方 案。 ...

Core Viewpoint - Kingdawei (002626.SZ) has introduced a new product, "Ergothioneine Photon Bottle," under the Doctor's Best brand, which is currently a small part of its overall sales [1] Group 1 - The "Ergothioneine Photon Bottle" is one of the new products launched this year by the Doctor's Best brand [1] - The sales contribution of the new product remains relatively small compared to the brand's overall product range [1] - The company plans to enhance penetration into the oral beauty market while expanding its product matrix to cater to more segmented consumer needs [1]

Core Viewpoint - The article discusses the performance of the Zhongzheng 1000 ETF Enhanced (561280), highlighting its recent market movements and key holdings [1]. Group 1: Fund Performance - The Zhongzheng 1000 ETF Enhanced (561280) opened with a gain of 0.56%, priced at 1.443 yuan [1]. - Since its establishment on August 31, 2023, the fund has achieved a return of 42.77%, while its return over the past month has been -4.93% [1]. Group 2: Key Holdings - Major stocks in the fund include: - Boqian New Materials, up 0.68% - Haoyuan Pharmaceutical, up 0.88% - Yingjixin, up 1.01% - Caixun Co., up 0.51% - Jinma Amusement, up 1.22% - Panjiang Co., up 0.42% - Jindawei, up 1.02% - Yiyuan Communication, up 0.69% - Minxin Co., up 0.50% - Nami Technology, up 0.48% [1].

（文章来源：证券日报） 证券日报网讯金达威11月24日在互动平台回答投资者提问时表示，公司募集资金投资项目正有序推进， 项目进度等信息请关注公司相关公告。 ...

Core Viewpoint - The food and beverage sector demonstrates resilience amid market corrections, with the food ETF (515710) showing fluctuations in performance, reflecting the overall market sentiment [1][3]. Group 1: Market Performance - The food and beverage sector ranks among the top three in performance across 30 CITIC primary industries, despite a broader market downturn [1]. - The food ETF (515710) experienced a decline of 1.29% by the end of the trading day, after an initial rise [1][2]. - Key stocks such as Yunnan Energy Investment fell by 7.73%, while others like Jiu Gui Jiu and Jin Da Wei dropped over 4%, negatively impacting the sector's overall performance [1][2]. Group 2: Sales and Demand Insights - Recent research indicates that Moutai 1935 has seen over 20% year-on-year sales growth in several markets since Q3, with some areas reporting growth exceeding 30% [1][3]. - High opening rates and positive feedback from distributors suggest strong recognition of the product in both distribution and consumer channels [3]. Group 3: Valuation and Investment Opportunities - The food and beverage sector is currently at a historical low in terms of valuation, presenting a potential opportunity for left-side positioning [3]. - As of November 20, the food ETF's underlying index had a price-to-earnings ratio of 21, placing it in the lower 10.2% percentile over the past decade, indicating favorable long-term investment potential [3]. - Analysts predict that the food and beverage sector will experience a shift from valuation recovery to performance-driven growth starting in 2026, with expectations of improved earnings across various segments [4]. Group 4: Sector Composition and Focus - The food ETF (515710) tracks the CSI sub-index for the food and beverage industry, with approximately 60% of its holdings in leading high-end and mid-range liquor stocks, and nearly 40% in other segments like beverages and dairy [5]. - Key stocks in the ETF include major brands such as Moutai, Wuliangye, and Yili, indicating a strong focus on established market leaders [5].

Core Viewpoint - The stock of Kingdawei has experienced a decline recently, with a notable drop in trading volume and fluctuations in shareholder numbers, despite a year-to-date increase in stock price and significant growth in revenue and net profit [1][2]. Financial Performance - For the period from January to September 2025, Kingdawei achieved a revenue of 2.604 billion yuan, representing a year-on-year growth of 11.16% [2]. - The net profit attributable to shareholders for the same period was 361 million yuan, showing a substantial increase of 63.47% compared to the previous year [2]. Stock Market Activity - As of November 21, Kingdawei's stock price was 18.96 yuan per share, with a market capitalization of 11.564 billion yuan [1]. - The stock has increased by 28.98% year-to-date, but has seen a decline of 9.11% over the last five trading days [1]. Shareholder Information - As of September 30, the number of shareholders for Kingdawei was 36,300, a decrease of 10.95% from the previous period [2]. - The average number of circulating shares per shareholder increased by 12.29% to 16,817 shares [2]. Dividend Distribution - Kingdawei has distributed a total of 2.761 billion yuan in dividends since its A-share listing, with 488 million yuan distributed over the last three years [3]. Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 7.7408 million shares, an increase of 803,600 shares from the previous period [3]. - The Southern CSI 1000 ETF and Huaxia CSI 1000 ETF were among the top ten circulating shareholders, with slight changes in their holdings [3].

Core Viewpoint - The company, Jindawei, has a diverse brand matrix covering dietary supplements, functional foods, and sports nutrition, and it will tailor operational strategies and sales plans based on the characteristics and positioning of each brand as well as domestic and international market conditions [1] Group 1 - The company has a brand matrix that spans multiple fields including dietary supplements, functional foods, and sports nutrition [1] - The company will develop operational strategies and sales plans according to the unique characteristics and positioning of each brand [1] - The company considers both domestic and international market conditions in its strategic planning [1]

金达威（002626.SZ）11月20日在投资者互动平台表示，您好，美国和中国是目前全球主要的保健品消 费市场，也是公司最主要的销售区域，公司保健品已通过亚马逊、iHerb、Coupang等线上渠道销往全球 上百个国家。公司在充分发挥自身优势，深耕中国和美国市场，力争行业领先的同时，将继续全球化布 局，努力提高品牌在全球的知名度和市场渗透率。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司保健品主要销售区域为美国和中国，公司是否有 拓展其他国家地区销售计划？ ...

Core Viewpoint - The stock of Kingdawei has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 33.27%, indicating volatility in its market performance [1]. Financial Performance - As of September 30, Kingdawei reported a revenue of 2.604 billion yuan, representing a year-on-year growth of 11.16% [2]. - The net profit attributable to shareholders for the same period was 361 million yuan, showing a significant increase of 63.47% year-on-year [2]. Shareholder Information - The number of shareholders as of September 30 is 36,300, a decrease of 10.95% from the previous period [2]. - The average circulating shares per person increased by 12.29% to 16,817 shares [2]. Dividend Distribution - Kingdawei has distributed a total of 2.761 billion yuan in dividends since its A-share listing, with 488 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, the fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.7408 million shares, an increase of 803,600 shares from the previous period [3]. - The seventh largest circulating shareholder is Southern CSI 1000 ETF, holding 2.7924 million shares, which decreased by 20,500 shares [3]. - The tenth largest circulating shareholder is Huaxia CSI 1000 ETF, holding 1.6575 million shares, with a reduction of 4,900 shares [3].

南财智讯11月14日电，金达威在投资者关系活动中表示，公司前三季度辅酶Q10原料毛利率同比上升主 要由于去年部分原料依赖外部采购导致成本较高，而今年通过规模效应和技术升级，前三季度单位成本 有所下降，推动毛利率提升。 ...