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原料药板块强势 向日葵涨幅居前
Xin Lang Cai Jing· 2025-10-15 03:05
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 ...
金达威股价涨5.28%,南方基金旗下1只基金位居十大流通股东,持有281.29万股浮盈赚取292.54万元
Xin Lang Cai Jing· 2025-10-15 02:32
数据显示,南方基金旗下1只基金位居金达威十大流通股东。南方中证1000ETF(512100)二季度增持 52.15万股,持有股数281.29万股,占流通股的比例为0.46%。根据测算,今日浮盈赚取约292.54万元。 10月15日,金达威涨5.28%,截至发稿,报20.74元/股,成交1.17亿元,换手率0.95%,总市值126.50亿 元。 资料显示,厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号,成立日期 1997年11月24日,上市日期2011年10月28日,公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为:营养保健食品54.57%,辅酶Q10系列22.04%,其它11.98%,维生素A系列11.41%。 从金达威十大流通股东角度 南方中证1000ETF(512100)成立日期2016年9月29日,最新规模649.53亿。今年以来收益25.13%,同 类排名1958/4220;近一年收益32.72%,同类排名1389/3857;成立以来收益10.73%。 南方中证1000ETF(512100)基金经理为崔蕾。 截至发稿,崔蕾累计任职时间6年344天,现任基金资产 ...
金达威股价涨5.28%,华夏基金旗下1只基金位居十大流通股东,持有166.24万股浮盈赚取172.89万元
Xin Lang Cai Jing· 2025-10-15 02:32
10月15日,金达威涨5.28%,截至发稿,报20.74元/股,成交1.17亿元,换手率0.95%,总市值126.50亿 元。 资料显示,厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号,成立日期 1997年11月24日,上市日期2011年10月28日,公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为:营养保健食品54.57%,辅酶Q10系列22.04%,其它11.98%,维生素A系列11.41%。 从金达威十大流通股东角度 数据显示,华夏基金旗下1只基金位居金达威十大流通股东。华夏中证1000ETF(159845)二季度增持 39.8万股,持有股数166.24万股,占流通股的比例为0.27%。根据测算,今日浮盈赚取约172.89万元。 华夏中证1000ETF(159845)成立日期2021年3月18日,最新规模382.27亿。今年以来收益25.04%,同 类排名1967/4220;近一年收益32.69%,同类排名1391/3857;成立以来收益25.81%。 华夏中证1000ETF(159845)基金经理为赵宗庭。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自 ...
金达威涨2.13%,成交额3079.56万元,主力资金净流出7.60万元
Xin Lang Cai Jing· 2025-10-15 02:03
10月15日,金达威盘中上涨2.13%,截至09:47,报20.12元/股,成交3079.56万元,换手率0.26%,总市 值122.72亿元。 资金流向方面,主力资金净流出7.60万元,大单买入189.64万元,占比6.16%,卖出197.24万元,占比 6.40%。 金达威今年以来股价涨36.87%,近5个交易日跌0.10%,近20日涨0.95%,近60日涨2.92%。 资料显示,厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号,成立日期 1997年11月24日,上市日期2011年10月28日,公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为:营养保健食品54.57%,辅酶Q10系列22.04%,其它11.98%,维生素A系列11.41%。 金达威所属申万行业为:食品饮料-食品加工-保健品。所属概念板块包括:维生素、NMN概念、医药电 商、原料药、医疗美容等。 截至6月30日,金达威股东户数4.07万,较上期减少4.30%;人均流通股14976股,较上期增加4.50%。 2025年1月-6月,金达威实现营业收入17.28亿元,同比增长13.46%;归母净利润2.47 ...
金达威:yuo系列即饮饮料尚未上市
Mei Ri Jing Ji Xin Wen· 2025-10-14 01:01
每经AI快讯,有投资者在投资者互动平台提问:金达威 zipfizz yuo系列即饮q10饮料上市了吗? 金达威(002626.SZ)10月14日在投资者互动平台表示,yuo系列即饮饮料尚未上市。 (记者 王晓波) ...
美团闪购引爆名酒销售!吃喝板块随市回调,估值跌至十年低位!抄底时机到了?
Xin Lang Ji Jin· 2025-10-13 11:53
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].
金达威:公司辅酶Q10的改扩建项目已基本完成,目前正在收尾
Mei Ri Jing Ji Xin Wen· 2025-10-13 03:53
每经AI快讯,有投资者在投资者互动平台提问:下半年公司维生素销售情况如何,是否满产满销?请问 公司下半年辅酶Q10市场是否依旧延续火爆?辅酶扩产情况进行到哪一步了? (记者 王瀚黎) 金达威(002626.SZ)10月13日在投资者互动平台表示,截至中报,公司辅酶Q10的改扩建项目已基本 完成,目前正在收尾。公司具体经营情况请关注公司定期公告。 ...
保健品市场竞争加剧,厦门金达威发力新媒体渠道,加速布局国内市场
Cai Jing Wang· 2025-10-11 09:09
Core Viewpoint - The company Jin Dawei is focusing on expanding its domestic market presence while maintaining strong overseas sales, particularly through its brand Doctor's Best, which has a significant portion of its sales from North America [1][3]. Group 1: Financial Performance - In the first half of 2025, Jin Dawei achieved a revenue of 1.728 billion yuan, representing a year-on-year growth of 13.46%, and a net profit of 247 million yuan, up 90.12% year-on-year [3]. - The overseas sales accounted for 1.302 billion yuan, making up 75.32% of total revenue, with a year-on-year growth of 5.89%, while domestic sales reached 427 million yuan, representing 24.68% of total revenue and a growth rate of 45.14% [1][3]. Group 2: Product Performance - The revenue from nutritional health products was 943 million yuan, accounting for 54.57% of total revenue, but experienced a year-on-year decline of 2.35% [3][4]. - The Coenzyme Q10 series generated 381 million yuan, making up 22.04% of total revenue, with a slight growth of 0.33% [3]. - The Vitamin A series saw significant growth, with revenue reaching 197 million yuan, accounting for 11.41% of total revenue, and a remarkable year-on-year increase of 213.06% [3][4]. Group 3: Market Strategy - Jin Dawei plans to enhance the sales efforts of Doctor's Best in the domestic market by leveraging new media channels and improving product quality and channel construction [1]. - The company is aware of the competitive pressures in the nutritional health food market and aims to strengthen its product development, brand value, and channel construction to maintain its market position [4]. Group 4: Future Outlook - The company expresses confidence in the future growth of its Coenzyme Q10 products, driven by increasing global demand due to aging populations and rising health awareness [7]. - Jin Dawei is expanding its production capacity and increasing exports to meet the growing demand, with production volume increasing by 37.50% and inventory levels rising by 100.12% [7].
美国放行“不老神药”NMN,中国手握90%原料产能为何监管审慎?
Guan Cha Zhe Wang· 2025-10-10 13:25
【文/王力 编辑/周毅】 近日,美国天然产品协会(NPA)官网发布消息称,美国食品药品监督管理局(FDA)正式确认此前备受争议的"不老神药"β-烟酰胺单核苷酸(NMN)可作 为膳食补充剂合法销售。 然而,监管松绑的背后,是一场深刻的中美产业博弈。当FDA以"安全备案"为NMN亮起绿灯时,手握全球90%原料产能的中国企业,却因国内审慎的监管 态度而陷入"原料出口、成品难归"的产业困局。金达威、雅本化学等头部企业不得不借道跨境电商,将本土生产的原料运往海外工厂加工后再"绕道"回国。 此外,科学界的争议更为这场商业盛宴蒙上阴影。尽管动物实验显示NMN能逆转老年小鼠细胞年龄,但截止发稿前,全球仅有19项人体临床试验注册, 《柳叶刀》更直指其"临床证据不足、作用机制不明"。 每日摄入成本可达数十元至上百元,年花费数万元,这将目标客户群体限定在高净值人群。这种性价比质疑使得NMN即便在监管宽松的美日市场,也未能 突破小众圈层。获得李嘉诚投资的Chroma Dex公司业绩不达预期,其财务报表印证了市场理性的回归——并非所有消费者都愿意为未经充分验证的"长生不 老"概念买单。 监管松绑与产业格局:中美博弈下的市场分水岭 FD ...
食品加工板块10月10日涨0.81%,光明肉业领涨,主力资金净流出426.1万元
Zheng Xing Xing Ye Ri Bao· 2025-10-10 08:46
Core Insights - The food processing sector experienced a rise of 0.81% on October 10, with Bright Meat Industry leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Food Processing Sector Performance - Bright Meat Industry (600073) closed at 7.39, up 5.57% with a trading volume of 531,800 shares and a transaction value of 390 million [1] - Other notable performers included: - Baba Food (605338) at 23.99, up 5.54% [1] - Huifa Food (603536) at 10.41, up 3.48% [1] - Gai Shi Food (920826) at 12.60, up 1.78% [1] - Qianwei Central Kitchen (001215) at 41.60, up 1.76% [1] Capital Flow Analysis - The food processing sector saw a net outflow of 4.261 million from institutional investors, while retail investors had a net inflow of 11.6 million [2] - Key stocks with significant capital flow included: - Bright Meat Industry with a net inflow of 43.4 million from institutional investors [3] - Anji Food (603345) with a net inflow of 12.8 million from institutional investors [3] - Tang Chen Bei Jian (300146) with a net inflow of 12.3 million from institutional investors [3]