Core Viewpoint - Fujian Jinsen announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of 22.60% over two consecutive trading days (October 30 and October 31, 2025) [1] Company Information - The company conducted a self-examination and found no need to correct or supplement previously disclosed information [1] - There have been no recent public media reports that could significantly impact the company's stock price with undisclosed major information [1] - The company's production and operational conditions remain normal, and there have been no significant changes in the operating environment [1] Disclosure and Compliance - The company, its controlling shareholders, and actual controllers have not engaged in any trading of the company's stock during the period of abnormal fluctuations [1] - There are no violations of fair information disclosure regulations [1] - The board of directors confirmed that there are no undisclosed matters that should be disclosed, nor have they been informed of any information that could significantly affect the company's stock price [1]

证券代码：002679 证券简称：福建金森 公告编号：JS-2025-061 4.公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大 事项，或处于筹划阶段的重大事项。 5.在公司股票异常波动期间，公司控股股东、实际控制人及其一致行动人 福建金森林业股份有限公司 关于股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 一、股票交易异常波动的情况介绍 福建金森林业股份有限公司（以下简称"公司"）股票（证券代码：00267 9，证券简称：福建金森）交易价格连续 2 个交易日内（2025 年 10 月 30 日、2 025 年 10 月 31 日）收盘价格涨幅累计偏离 22.60%。根据《深圳证券交易所交 易规则》相关规定，属于股票交易异常波动的情况。 二、公司关注并核实的情况说明 针对公司股票异常波动，公司进行了自查，并对公司控股股东就相关事项 进行了核查，现将有关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处。 2.公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3.近期公司生 ...

Market Overview - A-shares experienced a rally followed by a pullback, with the Shanghai Composite Index breaking through 4000 points for the first time in 10 years before adjusting [1] - Daily trading volume exceeded 2 trillion yuan, with weekly trading volume surpassing 10 trillion yuan [1] - Margin trading saw significant increases, with over 41.3 billion yuan added, bringing the total margin balance to a historical high of 2.48 trillion yuan [1] Sector Performance - The electronics sector received over 9 billion yuan in net financing, while power equipment and communications sectors saw net inflows of over 6.3 billion yuan and 5 billion yuan, respectively [1] - Major inflows were noted in the power equipment sector, with over 49.5 billion yuan in net inflows from institutional investors, while the electronics sector experienced a net outflow of over 16.2 billion yuan [1] - The forestry sector surged, with the index rising over 48% to reach a 6.5-year high, driven by the publication of the "15th Five-Year Plan" [2] Policy Impact - The "15th Five-Year Plan" emphasizes green development, aiming for carbon neutrality and ecological safety, which has positively influenced market sentiment [2] - The new energy sector saw a broad rally, with various sub-sectors like energy storage and hydrogen energy reaching historical highs [2] - Key sectors highlighted for investment include communication infrastructure, semiconductor manufacturing, and industrial software, driven by policy support [3]

Core Insights - The forestry sector experienced a significant increase of 7.8% on October 31, with Fujian Jinsen leading the gains [1] - In contrast, the Shanghai Composite Index closed at 3954.79, down 0.81%, and the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Sector Performance - Fujian Jinsen (002679) closed at 14.00, up 9.98% with a trading volume of 175,900 shares and a transaction value of 239 million [1] - Pingtan Development (000592) closed at 7.08, up 9.94% with a trading volume of 5,091,600 shares [1] - Yong'an Forestry (000663) closed at 7.34, up 1.80% with a trading volume of 176,100 shares [1] - ST Jinggu (600265) closed at 20.00, up 0.20% with a trading volume of 4,416 shares [1] Capital Flow - The forestry sector saw a net inflow of 124 million from main funds, while retail investors experienced a net outflow of 44.59 million [1] - Pingtan Development had a main fund net inflow of 82.38 million, but a net outflow from retail and speculative funds [2] - Fujian Jinsen had a main fund net inflow of 35.41 million, with outflows from both retail and speculative funds [2] - Yong'an Forestry recorded a main fund net inflow of 8.25 million, with a slight net outflow from retail investors [2] - ST Jinggu experienced a net outflow from main and speculative funds, but a net inflow from retail investors [2]

Group 1 - Fujian local stocks experienced a significant rise, with Pingtan Development achieving 8 consecutive trading limits in 11 days [1] - Fulongma and Fujian Jinsen recorded 2 consecutive trading limits [1] - Other companies such as Zhuoyue New Energy, Luchao Information, Jinlong Automobile, and Sanmu Group also saw increases [1]

Core Viewpoint - Fujian Jinsen experienced a trading halt with a daily turnover rate of 9.11%, a transaction volume of 254 million yuan, and a price fluctuation of 15.83% [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to its daily price fluctuation reaching 15.83%, with institutional investors net selling 5.51 million yuan [2] - The top five trading departments had a combined transaction volume of 75.64 million yuan, with a buying amount of 44.62 million yuan and a selling amount of 31.02 million yuan, resulting in a net buying of 13.60 million yuan [2] - Among the trading departments, three institutional specialized seats were involved, with a total buying amount of 11.86 million yuan and a selling amount of 17.37 million yuan, leading to a net selling of 5.51 million yuan [2] Capital Flow - The stock saw a net inflow of 62.75 million yuan from main funds, with a significant single order net inflow of 75.14 million yuan, while large orders experienced a net outflow of 12.39 million yuan [2] - Over the past five days, the net inflow of main funds amounted to 67.99 million yuan [2]

Group 1 - The forestry sector experienced a significant increase of 5.75% on October 30, with Fujian Jinsen leading the gains [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] - Fujian Jinsen's stock price rose by 10.03% to 12.73, with a trading volume of 214,800 shares and a transaction value of 254 million yuan [1] Group 2 - The net outflow of main funds in the forestry sector was 388 million yuan, while retail investors saw a net inflow of 465 million yuan [1] - The detailed fund flow for individual stocks showed that Fujian Jinsen had a net inflow of 50.4 million yuan from main funds, but a net outflow of 39.8 million yuan from speculative funds [2] - Pingtan Development experienced a net outflow of 44.21 million yuan from main funds, but a significant net inflow of 483 million yuan from retail investors [2]

Group 1 - Fujian Jinsen Forestry Co., Ltd. experienced a stock price increase of 10.03%, reaching 12.73 CNY per share, with a trading volume of 171 million CNY and a turnover rate of 6.33%, resulting in a total market capitalization of 3 billion CNY [1] - The company, established on April 18, 1996, and listed on June 5, 2012, is primarily engaged in forest cultivation, management, and timber production and sales [1] - The main revenue composition includes: 53.80% from small diameter fir, 20.72% from fir logs, 7.31% from small diameter pine, 4.88% from pine logs, and other products contributing smaller percentages [1] Group 2 - CITIC Prudential Multi-Strategy Mixed Fund A (165531) entered the top ten circulating shareholders of Fujian Jinsen, holding 850,700 shares, which is 0.36% of the circulating shares, with an estimated floating profit of approximately 986,800 CNY [2] - The fund was established on June 16, 2017, with a current size of 1.133 billion CNY, achieving a year-to-date return of 42.79% and a one-year return of 47.15% [2]

Core Viewpoint - The agriculture and forestry sector is experiencing rapid growth, with notable stock price increases for several companies in the industry [1] Group 1: Company Performance - Fujian Jinsen has reached a trading limit increase, indicating strong market interest and confidence in its performance [1] - Pingtan Development has seen its stock price rise by over 8%, reflecting positive investor sentiment [1] - Other companies such as Qiule Seed Industry, Yong'an Forestry, Shennong Seed Industry, Kangnong Seed Industry, and Huillong Co. have also experienced stock price increases, suggesting a broader trend of growth within the sector [1]

Core Insights - Fujian Jinsen (002679.SZ) reported a total operating revenue of 96.16 million yuan for Q3 2025, an increase of 0.49% compared to the same period last year, marking two consecutive years of growth [1] - The company recorded a net profit attributable to shareholders of -23.64 million yuan, which is an increase of 4.10 million yuan compared to the same period last year, ranking first among disclosed peers [1] - The net cash inflow from operating activities was -40.13 million yuan, an increase of 11.19 million yuan compared to the same period last year [1] Financial Ratios - The latest debt-to-asset ratio stands at 62.17%, ranking first among disclosed peers, with a decrease of 0.42 percentage points from the previous quarter and a decrease of 0.37 percentage points from the same period last year [3] - The latest gross profit margin is 39.82%, also ranking first among disclosed peers, with an increase of 1.34 percentage points from the previous quarter, achieving two consecutive quarters of growth [3] - The latest return on equity (ROE) is -3.22%, ranking first among disclosed peers, with an increase of 0.59 percentage points compared to the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.02 yuan, ranking first among disclosed peers, with an increase of 0.10 yuan compared to the same period last year [3] - The latest total asset turnover ratio is 0.05 times, remaining flat compared to the same period last year, achieving two consecutive years of growth with a year-on-year increase of 2.09% [3] - The latest inventory turnover ratio is 0.04 times, an increase of 0.01 times compared to the same period last year, achieving two consecutive years of growth with a year-on-year increase of 41.20% [3] Shareholder Structure - The number of shareholders is 16,700, with the top ten shareholders holding 161 million shares, accounting for 68.26% of the total share capital [3] - The largest shareholder is Fujian Jinsen Group Co., Ltd., holding 63.6% of the shares [3]