| 证券代码：002626 | 证券简称：金达威 | 公告编号：2025-097 | | --- | --- | --- | | 债券代码：127111 | 债券简称：金威转债 | | 厦门金达威集团股份有限公司 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。 一、 募集资金基本情况 经中国证券监督管理委员会《关于同意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注册的批复》（证监许可〔2024〕1567 号）同意， 厦门金达威集团股份有限公司（以下简称"公司"）向不特定对象发行面值总额 129,239.48 万元可转换公司债券，期限 6 年，每张面值为人民币 100 元，发行数 量 12,923,948 张，募集资金总额为人民币 1,292,394,800.00 元。扣除保荐承销费、 专项审计及验资费、律师费等发行费用（不含增值税）共计人民币 11,136,143.56 元后，募集资金净额为人民币 1,281,258,656.44 元。其中，扣除保荐承销费人民 币 8,849,692.44 元（含增值税）后的募集资金余额为人民币 1,283,54 ...

Market Overview - The food processing sector increased by 0.78% on December 25, with Jindawei leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Performers - Jindawei (002626) closed at 20.03, up 5.98% with a trading volume of 183,300 shares and a transaction value of 362 million yuan [1] - Tangchen Beijian (300146) closed at 12.37, up 2.83% with a trading volume of 173,300 shares and a transaction value of 212 million yuan [1] - Haixin Food (002702) closed at 9.30, up 2.42% with a trading volume of 1,585,800 shares and a transaction value of 148.5 million yuan [1] Underperformers - Delisi (002330) closed at 5.19, down 2.63% with a trading volume of 521,800 shares and a transaction value of 270 million yuan [2] - Huifa Food (603536) closed at 11.73, down 1.92% with a trading volume of 107,900 shares and a transaction value of 128 million yuan [2] - Gais Food (920826) closed at 13.81, down 1.29% with a trading volume of 58,000 shares and a transaction value of 80.76 million yuan [2] Capital Flow - The food processing sector saw a net inflow of 63.99 million yuan from institutional investors, while retail investors contributed a net inflow of 28.24 million yuan [2] - Speculative funds experienced a net outflow of 92.22 million yuan [2] Individual Stock Capital Flow - Haixin Food (002702) had a net inflow of 67.80 million yuan from institutional investors, while it faced a net outflow of 67.41 million yuan from speculative funds [3] - Tangchen Beijian (300146) saw a net inflow of 32.31 million yuan from institutional investors, with a net outflow of 15.11 million yuan from speculative funds [3] - Jindawei (002626) experienced a net inflow of 27.60 million yuan from institutional investors, alongside a net outflow of 19.57 million yuan from speculative funds [3]

Group 1 - The core viewpoint of the news is that the liquor stocks experienced a rebound on December 25, with the China Securities Food and Beverage Index rising by 0.80% in the afternoon, driven by strong performances from stocks like Shui Jing Fang, Jin Da Wei, and Jiu Gui Jiu [1] - The Tianhong Food and Beverage ETF (159736) saw significant trading activity, with a transaction volume exceeding 14 million yuan, indicating investor interest in high-end liquor stocks and related sectors [1] - A new national food safety standard will be implemented on March 16, 2027, requiring the labeling of saturated fats and sugars on pre-packaged food products, which could impact consumer purchasing behavior in the food and beverage sector [1] Group 2 - According to Galaxy Securities, the food and beverage index experienced a slight pullback in December, attributed to the timing of the Mid-Autumn Festival affecting sales data and potential revenue pressures in Q4 due to the late Spring Festival stocking period [2] - Within the sector, snacks, condiments, and pre-packaged food indices achieved small positive returns, suggesting some resilience in these sub-segments despite overall market challenges [2] - The outlook for 2026 remains optimistic for new consumption trends, with expectations of internal rotation, while traditional consumption is anticipated to show signs of bottoming out [2]

Group 1 - The core point of the article is that Kingdawei (002626.SZ) has announced that its brand Doctor's Best is selling products through the Hainan duty-free channel [1] Group 2 - The company is leveraging the growing demand for duty-free products in Hainan to expand its market presence [1] - This move indicates a strategic effort to tap into the lucrative duty-free market, which has been gaining popularity among consumers [1] - The interaction with investors highlights the company's commitment to transparency and engagement regarding its business strategies [1]

格隆汇12月24日丨金达威(002626.SZ)在投资者互动平台表示，公司目前没有在海南设立生产工厂的计 划。 ...

近日，公司使用部分闲置募集资金购买的部分理财产品已赎回，具体情况如 下： 一、本次赎回理财产品的情况 | 序 | | | 产品 | | | | 预计年化 | 实际理财收益 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 受托方名称 | 产品名称 | | 理财金额（元） | 产品起息日 | 产品到期日 | | | | 号 | | | 类型 | | | | 收益率 | （元） | | 证券代码：002626 | 证券简称：金达威 | 公告编号：2025-096 | | --- | --- | --- | | 债券代码：127111 | 债券简称：金威转债 | | 厦门金达威集团股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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 9 月 11 日召 开第九届董事会第七次会议，审议通过《关于使用部分闲置募集资金进行现金管 理的议案》，同意根据公司募投项目的建设进度及实际资金 ...

Core Viewpoint - Company emphasizes its commitment to rewarding investors as a core operational philosophy [1] Group 1: Marketing and Brand Strategy - Company plans to strengthen brand strategy and market expansion efforts [1] - The goal is to continuously improve product market penetration [1] Group 2: Financial Performance and Investor Returns - Company aims to deliver long-term stable investment returns for shareholders through excellent and sustainable operational performance [1] - Specific promotional activities and discounts will be announced or can be inquired through customer service [1]

Core Viewpoint - The company, Kingdawei, is committed to enhancing the marketing of its health supplement brand Doctor's Best in the domestic market, leveraging its international brand identity and full industry chain advantages to increase market penetration of key products like Coenzyme Q10, magnesium tablets, and anti-aging series [2] Group 1 - The company aims to strengthen the market penetration of its key products through various strategies, including team building, adjusting assessment goals, increasing marketing investments, and developing suitable products [2] - The company plans to steadily advance the brand building and value creation of its domestic health supplement brand "Jinlexin" while further improving its brand matrix layout [2]

Core Viewpoint - The company, Jindawei, emphasizes its strong R&D and manufacturing capabilities, leveraging synthetic biology as a foundational innovation engine to create a comprehensive biological manufacturing platform driven by microbial fermentation and enzyme catalysis, supported by chemical synthesis [2] Group 1: R&D and Manufacturing Strength - The company possesses robust R&D and manufacturing capabilities [2] - It utilizes synthetic biology as a core innovation engine [2] - The company has developed a complete technology chain from molecular design to green manufacturing [2] Group 2: Product Development and Market Potential - The company focuses on innovative health product raw material development [2] - It has strategically positioned itself in product categories with significant market potential, including coenzyme Q10, algal oil omega-3, and biological sweeteners [2]

Core Viewpoint - Coenzyme Q10 is experiencing increasing market demand due to its validated health benefits in cardiovascular health and anti-aging, with applications across various sectors including dietary supplements, food additives, pharmaceuticals, and cosmetics [2] Group 1: Market Demand - The market demand for Coenzyme Q10 is on a continuous growth trend [2] - Major consumer countries for Coenzyme Q10 include developed nations such as the United States and Japan [2] - Emerging markets like China are identified as having significant potential and market space for Coenzyme Q10 [2]