Group 1 - The food and beverage sector continues to show strength, with the Food ETF (515710) opening in positive territory and rising by 0.48% as of the report [1] - Major consumer goods stocks are leading the gains, with notable performances from liquor stocks, including a more than 4% increase in Jindaiwei and over 3% in Guyue Longshan [1] - The Food ETF has seen significant capital inflow, with a net subscription of 32.91 million yuan over the last five trading days and over 180 million yuan in total over the past 20 trading days [1][5] Group 2 - Guizhou Moutai's general manager, Wang Li, reported a stable market for Moutai's sauce-flavored liquor from June to August, with a significant recovery in sales in September, particularly for Moutai 1935 [3] - Guizhou Moutai is the second-largest holding in the Food ETF (515710), accounting for 14.61% of the fund's assets as of the second quarter of 2025 [3][4] - The valuation of the food and beverage sector remains low, with the Food ETF's underlying index PE ratio at 20.58, indicating a favorable long-term investment opportunity [4] Group 3 - Analysts from Guoxin Securities are optimistic about the food and beverage sector, highlighting its characteristics of low base, low holdings, and low expectations, which could lead to price increases [5] - CITIC Construction pointed out that government policies promoting quality development could benefit the low-end liquor and dining chains, with Moutai's sales showing signs of recovery [5] - The Food ETF (515710) tracks the CSI segmented food and beverage industry index, with a significant portion of its holdings in leading high-end liquor stocks and other beverage segments [5]

Core Viewpoint - Jindawei's stock price increased by 7.92% on October 15, with a trading volume of 466 million yuan, indicating strong market interest and activity [1] Financing and Margin Trading - On October 15, Jindawei had a financing buy-in amount of 54.24 million yuan and a financing repayment of 35.15 million yuan, resulting in a net financing buy of 19.09 million yuan [1] - As of October 15, the total margin trading balance for Jindawei was 439 million yuan, with the financing balance accounting for 3.38% of the circulating market value, which is above the 60th percentile level over the past year, indicating a high level of financing activity [1] - In terms of short selling, Jindawei repaid 1,000 shares and sold 16,300 shares on October 15, with a selling amount of 346,500 yuan, while the short selling balance was 438,000 yuan, which is below the 30th percentile level over the past year, indicating low short selling activity [1] Company Overview - Jindawei Group Co., Ltd. is located in Xiamen, Fujian Province, and was established on November 24, 1997, with its listing date on October 28, 2011 [1] - The company's main business includes the manufacturing of health food and nutritional food, with revenue composition as follows: health food 54.57%, coenzyme Q10 series 22.04%, other products 11.98%, and vitamin A series 11.41% [1] Financial Performance - As of June 30, Jindawei had 40,700 shareholders, a decrease of 4.30% from the previous period, while the average circulating shares per person increased by 4.50% to 14,976 shares [2] - For the first half of 2025, Jindawei achieved a revenue of 1.728 billion yuan, representing a year-on-year growth of 13.46%, and a net profit attributable to shareholders of 247 million yuan, reflecting a significant year-on-year increase of 90.12% [2] - 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 [2] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder of Jindawei, holding 6.9372 million shares, an increase of 1.5915 million shares from the previous period [2] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF were also among the top ten circulating shareholders, with respective holdings of 2.8129 million shares and 1.6624 million shares, both showing increases from the previous period [2]

每经头条（nbdtoutiao）——出租白银的爆赚机会：年化利率飙升到35%，全球白银正空运往英国套 利，背后是一场史诗级逼空 （记者 曾健辉） 每经AI快讯，金达威10月15日晚间发布公告称，公司第九届第八次董事会会议于2025年10月15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议案》等文件。 ...

| 证券代码：002626 | 证券简称：金达威 | 公告编号：2025-088 | | --- | --- | --- | | 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 10 月 15 日 召开第九届董事会第八次会议，审议通过《关于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议案》，同意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。该事项在股东会授权董事会全权办理 本次向不特定对象发行可转换公司债券具体事宜的范围之内，无需再提交股东会 审议。现将相关情况公告如下： 一、募集资金基本情况 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 ...

| 证券代码：002626 | 证券简称：金达威 | 公告编号：2025-089 | | --- | --- | --- | | 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 关于使用自有资金支付募投项目部分款项 并以募集资金等额置换的公告 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。 二、使用自有资金支付募投项目部分款项并以募集资金等额置换的基本情 况 根据《上市公司募集资金监管规则》第十五条第二款规定："募集资金投资 项目实施过程中，原则上应当以募集资金直接支付，在支付人员薪酬、购买境外 产品设备等事项中以募集资金直接支付确有困难的，可以在以自筹资金支付后六 个月内实施置换。"公司在募投项目实施过程中存在上述以募集资金直接支付确 有困难的情形，主要如下： （一）公司募投项目在实施过程中可能需要支付人员薪酬、保险、税金等。 根据相关规定，若以募集资金专户直接支付，可操作性较差。 （二）募投项目可能涉及从境外购置设备、材料等相关业务，受到募集资金 账户功能限制，需要向境外供应商以外汇或信用证等方式支付款项，无法通过募 集 ...

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： 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议案》 经董事会审议，同意公司使用募集资金 21,352.23 万元置换预先投入募投项 目及已支付发行费用的自筹资金。具体内容详见公司于同日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于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公告》。 二、 会议以 9 票同意、0 票反对、0 票弃权的表决结果审议通过《关于使用 自有资金支付募投项目部分款项并以募集资金等额置换的议案》 经董事会审议，同意公司在募集资金投资项目实施期间，先行使用自有资金 支付募投项目部分款项（包括但不限于使用商业汇票、信用证及自有外汇等方式）， 后续再定期以募集资金等额置换，从募集资金专户划转等额资金至公司自有资金 | 证券代码：002626 | 证券简称：金达威 | 公告编号：2025-087 | | --- | --- | --- | | 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 以自筹资金预先投入募投项目及支付 发行费用的 鉴证报告 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://ac.mof.gov.cn）"进行的 "拉一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn）"进行的 " | 目录 | 页次 | | --- | --- | | 以自筹资金预先投入募投项目及支付发行费用的 | 1-2 | | 鉴证报告 | | | 以自筹资金预先投入募投项目及支付发行费用的 | 1-2 | | 专项说明 | | DO CHINA SHU LUN PAN CERTIFIED PUBLIC ACCOUNTANTS LLP 关于厦门金达威集团股份有限公司 以自筹资金预先投入募集资金投资项目及支付发行费 用的鉴证报告 信会师报字[2025]第 ZA14981 号 厦门金达威集团股份有限公司全体股东: 我们接受委托,对后附的厦门金达威集团股份有限公司(以下简 称贵公司)管理层编制的《关于以自筹资金预先投入募集资金投资项 目及支付发行费用的专项说明》进行鉴证。 一、 贵公司的责任 贵公司的责任是提供真实、合法、完整的 ...

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自有资金支付募投项目 部分款项并以募集资金等额置换的核查意见 | 序号 | | 项目 | 计划投资总额 | 拟使用募集资金金额 | | --- | --- | --- | --- | --- | | 1 | 辅酶 Q10 | 改扩建项目 | 32,000.00 | 29,651.23 | | 2 | 年产 30,000 吨肌醇建设项目 | 吨阿洛酮糖、年产 5,000 | 53,655.12 | 45,312.42 | | 3 | | 信息化系统建设项目 | 15,251.12 | 14,412.22 | | 4 | 补充流动资金 | | 38,750.00 | 38,750.00 | | | | 合计 | 139,656.24 | 128,125.87 | 单位：万元 二、使用自有资金支付募投项目部分款项并以募集资金等额置换的基本情 况 根据《上市公司募集资金监管规则》第十五条第二款规定："募集资金投资 项目实施过程中，原则上应当以募集资金直接支付，在支付人员薪酬、购买境外 产品设备等事项中以募集资金直接支付确有困难的，可以在以自筹资金支付后六 个月内 ...

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]