格隆汇12月10日丨海欣食品(002702.SZ)在投资者互动平台表示，胖东来为公司客户之一。作为拥有百 年传承的食品企业，海欣食品始终将食品安全与产品品质放在首位，坚持高标准、严要求，致力于为包 括山姆会员店、胖东来等在内的销售渠道提供安全、高品质的食品。公司高度重视与各合作伙伴的长期 共赢关系，未来也将持续以卓越的产品和服务回馈消费者与渠道伙伴的信任。 ...

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index opening lower and declining further, while the ChiNext Index fell over 1% [1] - Market volume shrank again, with the total trading volume in Shanghai and Shenzhen reaching 1.14 trillion yuan, a decrease of 118.4 billion yuan compared to the previous trading day [1] - Over 3,800 stocks in the market declined [1] Sector Performance - The Hainan sector showed strength, with stocks like Roniu Mountain and Hainan Ruize hitting the daily limit [3] - The retail concept performed actively, with Yonghui Supermarket and Nanjing Business Travel achieving three consecutive trading limit increases [3] - The commercial aerospace sector exhibited localized strength, with Zengsheng Technology achieving three consecutive trading limit increases and Tiantong Co. achieving two consecutive trading limit increases [3] - Several popular stocks from Fujian province saw declines, with Hai Xin Food hitting the daily limit down, and Zhaobiao Co. and Hongxiang Co. experiencing significant drops [3] - Overall, the Hainan, precious metals, retail, and film and television sectors led in gains, while cultivated diamonds and photovoltaic sectors saw the largest declines [3] - By the end of the trading session, the Shanghai Composite Index fell by 0.72%, the Shenzhen Component Index decreased by 0.56%, and the ChiNext Index dropped by 1.23% [3]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down 0.72% to 3881.51 points, the Shenzhen Component Index down 0.56% to 13202.49 points, and the ChiNext Index down 1.23% to 3170.26 points, as of midday trading [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion yuan, with over 3800 stocks declining [1] Sector Performance - The retail sector continued its strong performance, with stocks like Dongbai Group hitting a four-day limit up, and others such as Yonghui Supermarket and Huijia Times also reaching the daily limit [2] - The Hainan sector saw significant gains, with Hainan Ruize and Luoniushan hitting the daily limit, driven by the upcoming full island closure operation of Hainan Free Trade Port on December 18 [3] - The precious metals sector rose, with Xiaocheng Technology increasing over 10%, following a significant rise in silver prices, which have increased nearly 110% this year [4] Institutional Insights - Zhongyin Securities suggests that the market is currently supported by funds and policies, indicating a potential early start to the "spring excitement" market in 2024, driven by easing geopolitical risks and renewed expectations of interest rate cuts by the Federal Reserve [5] - Xinda Securities believes December may serve as a window for positioning in the cross-year market, although the timing for the start of this rally may not be early due to current high valuations in the A-share market [6] - Dongfang Securities notes that the market remains in a phase of adjustment, with structural trends prevailing, but maintains a long-term positive outlook despite short-term challenges [8]

（编辑 任世碧） 证券日报网讯 12月9日晚间，海欣食品发布公告称，公司股票交易价格于2025年12月5日、12月8日、12 月9日连续3个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。截至2025年12 月9日，公司收盘价为11.06元/股，市净率为5.88倍。根据中证指数有限公司的最新数据，公司所属中上 协行业分类"农副食品加工业"静态市盈率29.68倍，滚动市盈率为26.12倍，市净率为2.32倍。公司最新 的滚动市盈率、静态市盈率低于行业，市净率高于同行业。公司基本面未发生重大变化，不存在应披露 而未披露的重大信息。目前公司股票波动严重异常，存在市场情绪过热的情形，可能存在非理性炒作， 交易风险较大，存在短期大幅下跌的风险。敬请广大投资者注意交易风险，理性决策，审慎投资。 ...

Group 1: Stock Market Activity - On the institutional leaderboard, 41 stocks were listed, with 23 seeing net purchases and 18 experiencing net sales [1] - The top three stocks with the highest net purchases were Dekoli (175 million), Tongyu Communication (70.7 million), and Haixin Food (64.93 million) [1] - Dekoli's stock price increased by 20.00%, while Tongyu Communication's decreased by 8.30%, and Haixin Food's rose by 8.43% [2] Group 2: Economic Policy Insights - The Central Political Bureau's meeting emphasized the importance of expanding domestic demand and optimizing supply, indicating a shift towards a more integrated approach to consumption and investment policies [3] - The meeting highlighted the need for local governments to have greater flexibility in implementing policies to boost consumption and investment, rather than focusing solely on consumption [3] - The policy framework continues to prioritize domestic demand, with a clear goal of increasing the resident consumption rate significantly [4] Group 3: Company Profiles - Dekoli is a company involved in the optical transmission industry, with its 400G coherent module having achieved small-scale trial production and receiving overseas sample orders for silicon-based OCS [2] - Xiamen Port Authority operates the largest port terminal in Xiamen and benefits from the development of the Haixi Free Trade Zone [5] - Shuhua Sports, based in Quanzhou, is recognized as one of the leading manufacturers of fitness equipment and display racks in China [5]

Summary of Key Points Core Viewpoint - On December 9, a total of 36 stocks were involved in institutional trading, with 17 stocks showing net buying by institutions and 19 stocks showing net selling [2]. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Dekeli: Net buying amount of 175 million yuan, with a price increase of 20.00% [3]. - Tongyu Communication: Net buying amount of 70.71 million yuan, with a price decrease of 8.30% [3]. - Haixin Food: Net buying amount of 64.93 million yuan, with a price increase of 8.43% [3]. Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Yonghui Supermarket: Net selling amount of 342 million yuan, with a price increase of 9.95% [4]. - Leike Defense: Net selling amount of 151.80 million yuan, with a price increase of 10.01% [4]. - Shaanxi Huada: Net selling amount of 70.07 million yuan, with a price increase of 20.00% [4].

龙虎榜方面，多只福建本地股遭游资抛售，其中海欣食品遭一家一线游资席位（广发证券深圳福华一路）卖出8672万，榕基软件遭两家一线游资席位（国盛 证券宁波桑田路、国泰海通证券上海新闸路）合计卖出1.06亿，红相股份遭一家一线游资席位（国泰海通证券成都北一环路）卖出1.1亿。 从深股通前十大成交个股来看，中际旭创位居首位；胜宏科技和新易盛分居二、三位。 二、板块个股主力大单资金 从板块表现来看，算力硬件、零售、福建等板块涨幅居前，海南、有色金属、煤炭等板块跌幅居前。 | 排名 | 板块名称 | 主力资金净流入(亿元) | 主力资金净流入率(%) | | --- | --- | --- | --- | | 1 | 商贸零售 | 8.99 | 2.61 | | 2 | 电力设备 | 5.49 | 1.08 | | 3 | 影视院线 | 0.90 | 0.79 | | 4 | 出版 银行 | -0.36 -0.67 | -1.00 -0.28 | 算力硬件概念股德科立今日20cm涨停，两家机构买入2.91亿，一家机构卖出1.16亿。 一、沪深股通前十大成交 今日沪股通总成交金额为996.46亿，深股通总成交金额为1199 ...

格隆汇12月9日丨海欣食品(002702.SZ)公布股票交易严重异常波动暨风险提示公告，公司近期经营情况 正常，内外部经营环境未发生重大变化；经向公司控股股东、实际控制人询问，不存在关于公司的应披 露而未披露的重大事项或与该事项有关的筹划、商谈、意向、协议等，包括重大资产重组、收购、发行 股份等重大事项。 ...

证券代码：002702 证券简称：海欣食品 公告编号：2025-051 公司股票连续 10 个交易日内日收盘价涨幅偏离值累计超过 100%。根据《深 圳证券交易所交易规则》的有关规定，属于股票交易严重异常波动的情形。 海欣食品股份有限公司 股票交易严重异常波动暨风险提示公告 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。 风险提示： 1．海欣食品股份有限公司（以下简称"公司"）（股票简称：海欣食品， 股票代码：002702）股票交易价格于 2025 年 12 月 5 日、12 月 8 日、12 月 9 日 连续 3 个交易日内收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交 易规则》的有关规定，属于股票交易异常波动情况。 2．公司股票连续 10 个交易日内日收盘价涨幅偏离值累计超过 100%。根据 《深圳证券交易所交易规则》的有关规定，属于股票交易严重异常波动的情形。 3.截至 2025 年 12 月 9 日，公司收盘价为 11.06 元/股，公司静态市盈率为 -166.38 倍，滚动市盈率为-163.56 倍，市净率为 5.88 倍。根据中证指数有 ...

海欣食品公告称，公司股票于2025年12月5日、8日、9日连续3个交易日收盘价格涨幅偏离值累计超 20%，属异常波动；连续10个交易日日收盘价涨幅偏离值累计超100%，属严重异常波动。截至12月9 日，收盘价11.06元/股，静态市盈率-166.38倍，滚动市盈率-163.56倍，市净率5.88倍，滚动和静态市盈 率低于行业，市净率高于行业。公司基本面未变，提醒投资者注意交易风险，理性决策。 ...