（文章来源：每日经济新闻） 2024年1至12月份，金达威的营业收入构成为：工业占比97.88%，医药原料占比1.94%，其他业务占比 0.18%。 金达威（SZ 002626，收盘价：20.31元）8月5日晚间发布公告称，公司第九届第三次董事会会议于2025 年8月5日在厦门市海沧区公司五层会议室以现场结合通讯表决的方式召开。会议审议了《关于调整公司 向不特定对象发行可转换公司债券募集资金规模的议案》等文件。 ...

募集资金规模的公告 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。 厦门金达威集团股份有限公司（以下简称"公司"）于 2025 年 8 月 5 日召开 第九届董事会第三次会议审议通过了《关于调整公司向不特定对象发行可转换公 司债券募集资金规模的议案》。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证券发 行注册管理办法》等法律、法规和规范性文件的相关规定，公司董事会结合公司 实际情况、项目实施安排及当前市场状况等因素，现将本次向不特定对象发行可 转换公司债券的募集资金总额由不超过人民币 180,134.38 万元（含本数）调整为 不超过人民币 129,239.48 万元（含本数），本次募集资金投资项目对应拟投入募 集资金金额亦作相应调整，具体如下： 调整前： 公司本次向不特定对象发行可转换公司债券募集资金总额不超过 180,134.38 万元（含本数），扣除发行费用后的募集资金净额拟投资于以下项目： 证券代码：002626 证券简称：金达威 公告编号：2025-062 厦门金达威集团股份有限公司 关于调整公司向不特定对象发行可转换公司债券 在 ...

一、 会议以 9 票同意、0 票反对、0 票弃权的表决结果审议通过《关于调 整公司向不特定对象发行可转换公司债券募集资金规模的议案》 证券代码：002626 证券简称：金达威 公告编号：2025-061 厦门金达威集团股份有限公司 第九届董事会第三次会议决议公告 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。 厦门金达威集团股份有限公司（以下简称"公司"）第九届董事会第三次会 议于 2025 年 8 月 5 日在厦门市海沧区公司五层会议室以现场结合通讯表决的方 式召开。本次会议通知已于 2025 年 8 月 1 日以通讯方式发出，并获全体董事确 认。本次会议由董事长江斌先生主持，公司董事会成员应到九人，实际参加表决 人数九人。公司副总经理、财务总监、董事会秘书等高级管理人员亦列席了本次 会议。本次会议的召集、召开符合《中华人民共和国公司法》和公司章程的有关 规定。 经与会董事认真审议，本次会议以现场结合通讯表决的方式审议通过了以下 议案： 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司证券发 行注册管理办法》等法律、法规和规范性文件的相关规定， ...

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

Core Viewpoint - The establishment of a joint venture, Jindawei (Inner Mongolia) Nutritional Food Co., Ltd., between Jindawei Pharmaceutical and Aibede Life Science Research Institute aims to enhance product absorption efficiency and competitiveness in the global market [1] Group 1 - The joint venture is located in the industrial park of Tokto County, Hohhot City, Inner Mongolia [1] - The collaboration will leverage nanocrystal production technology for products such as Coenzyme Q10, Astaxanthin, Curcumin, and Quercetin [1] - The application of this technology is expected to significantly improve the absorption speed and efficiency of the company's related products [1]

Core Viewpoint - The establishment of a joint venture, Jindawei (Inner Mongolia) Nutritional Food Co., Ltd., between Jindawei Pharmaceutical and Aibede Life Science Research Institute aims to enhance product absorption efficiency and competitiveness in the global market [1] Group 1 - Jindawei Pharmaceutical has received notification regarding the establishment of a joint venture in Hohhot, Inner Mongolia [1] - The joint venture will utilize nanocrystal production technology for products such as coenzyme Q10, astaxanthin, curcumin, and quercetin [1] - The application of this technology is expected to significantly improve the absorption speed and efficiency of the company's related products [1] Group 2 - The collaboration is intended to deepen cooperation between Jindawei and Aibede, benefiting both companies in the nutritional health sector for humans and pets [1] - The technology's implementation is anticipated to enhance the company's product competitiveness [1] - This initiative is aligned with the company's strategy to expand its business in the global market [1]

Core Viewpoint - The establishment of a joint venture between Jindawei Pharmaceutical and Aibede Life Science Research Institute aims to enhance the absorption efficiency of various health products through advanced nanocrystal production technology [1] Group 1: Joint Venture Details - Jindawei Pharmaceutical has received notification regarding the establishment of a joint venture with Aibede in Hohhot, Inner Mongolia [1] - The joint venture will focus on applying nanocrystal production technology to products such as Coenzyme Q10, Astaxanthin, Curcumin, and Quercetin [1] Group 2: Strategic Implications - The collaboration is expected to significantly improve the absorption speed and efficiency of the related products [1] - The applications of these enhanced products will extend to both human and pet nutritional health [1]

Core Viewpoint - The establishment of a joint venture by Kingdawei and Aibede in Inner Mongolia focuses on the nutrition food sector, leveraging nanocrystal technology to enhance the bioavailability of fat-soluble nutrients, aligning with the company's long-term development strategy [1] Group 1 - Kingdawei's wholly-owned subsidiary, Kingdawei Pharmaceutical, has partnered with Aibede to create a joint venture named Kingdawei (Inner Mongolia) Nutrition Food Co., Ltd [1] - The registered capital of the joint venture is 5 million yuan, with Kingdawei Pharmaceutical investing 3 million yuan for a 60% stake, while Aibede invests 2 million yuan for a 40% stake [1] - The joint venture aims to improve product competitiveness in the nutrition food industry through advanced technology [1]

证券代码：002626 证券简称：金达威 公告编号：2025-060 厦门金达威集团股份有限公司 关于全资子公司设立合资公司的公告 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。 厦门金达威集团股份有限公司（以下简称公司）近日收到全资子公司内蒙古 金达威药业有限公司（以下简称金达威药业）的通知，其与杭州艾贝德生命科技 研究院有限公司（以下简称艾贝德）在内蒙古自治区呼和浩特市托克托县托县工 业园区共同投资设立一家合资公司，具体信息如下： 1、公司名称：金达威（内蒙古）营养食品有限公司 2、统一社会信用代码：91150122MAET0EG92C 3、企业类型：其他有限责任公司 4、注册地点：内蒙古自治区呼和浩特市托克托县托县工业园区西区 5、法定代表人：陈剑英 7、成立日期：2025年08月01日 8、经营范围：一般项目：食品添加剂销售；保健食品（预包装）销售；生 物基材料销售；专用化学产品销售（不含危险化学品）；宠物食品及用品批发； 饲料添加剂销售；饲料原料销售；货物进出口。（除依法需经批准的项目外，凭 营业执照依法自主开展经营活动）。许可项目：兽药经营。（依法 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Views - The report highlights that the fine management of Chinese cuisine releases profit elasticity, while economic structural changes drive technological advancements [1][4] - The education sector is experiencing new opportunities due to social changes, with vocational education gaining traction as parents and students shift their views from "fallback options" to "active choices" [4][21] - The nutrition and health food market in China is steadily growing, with a focus on high-quality cross-border imported health brands [6][34] Summary by Sections Travel and Tourism - The summer travel volume has reached a historical high, with July's passenger transport volume expected to reach 71.2 million, a year-on-year increase of 3.0% [15] - Airlines have adopted a price-for-volume strategy, leading to a 7.5% decline in average domestic economy class ticket prices [15][16] Education - China Oriental Education expects a 7% year-on-year increase in new enrollment and a 10% increase in revenue for the first half of 2025, with net profit projected to grow by 45%-50% [21][23] - Good Future's revenue for FY2026 Q1 is expected to rise by 38.8% year-on-year, with net profit increasing by 174.4% [24][27] - New Oriental's revenue for FY2026 Q1 is projected to be $1.243 billion, a 9.4% increase year-on-year, despite a slowdown in overseas study demand [29] Chinese Cuisine - The "Little Garden" restaurant chain anticipates a net profit of RMB 360-380 million for the first half of 2025, reflecting a year-on-year increase of 28.6%-35.7% [30][35] - The Green Tea Group expects a net profit of RMB 230-237 million for the first half of 2025, a year-on-year increase of 32%-36% [32][33] Nutrition and Health - China's health food import value has grown from $408 million in 2008 to an estimated $7.753 billion in 2024, with a compound annual growth rate of 20.21% [34][37] - Cross-border imported health products are expected to gain market share due to relaxed entry qualifications and diverse consumer demands [43][44]