Group 1 - The core viewpoint is that Hai Xin Food (002702) recognizes a clear trend among consumers prioritizing cost-effectiveness, with stable demand for certain low-priced products [1] - The overall consumption recovery is described as a gradual process, indicating that the company is adapting to changing market conditions [1] - The company plans to closely monitor changes in the dining and retail sectors, adjusting its product and channel strategies flexibly to align with market dynamics [1]

Core Viewpoint - The company has successfully entered the Sam's Club retail channel with customized products, enhancing brand image and product value, although growth in this new channel will take time to materialize [1] Group 1: New Retail Channel Development - The company has launched customized products in collaboration with Sam's Club, which helps to avoid direct price competition and improve brand image [1] - Future collaborations will focus on developing more customized, high-quality product lines and optimizing the supply chain to meet the efficient turnover demands of major retailers [1] Group 2: Future Development Plans - The company has outlined a core development plan for the next 2-3 years, focusing on four main areas: 1. Strengthening and optimizing the hot pot ingredient product line to enhance operational quality 2. Expanding deep processing of aquatic products to increase raw material value 3. Actively developing the snack food category with an emphasis on R&D and channel development 4. Exploring the baking food sector to identify new growth opportunities [1] - The realization of these development plans depends on positive progress in market and channel factors, which introduces uncertainty [1]

Group 1 - Chihong Zn & Ge plans to increase capital by 3.3 billion RMB to its wholly-owned subsidiary, Hulunbuir Chihong Mining, primarily for repaying internal loans, supplementing working capital, and constructing lead-zinc smelting projects. Post-increase, the registered capital will rise to 3.515 billion RMB [2] - Yuguang Gold Lead's stock price has surged by 59.52% over six trading days, but the future of silver prices remains uncertain, which could adversely affect the company's profitability if prices decline [3] - Changjiang Investment expects a net loss of 30 to 45 million RMB for 2025, with potential delisting risk due to failing to meet the 300 million RMB revenue threshold [4] Group 2 - Kewan Technology's subsidiary has not generated revenue, and the company anticipates a significant net profit decrease of 72.90% to 80.42% for 2025 [5] - Hainan Mining is planning to acquire control of Fengrui Fluorine Industry through a combination of cash and stock issuance, with trading suspended for up to 10 days [6] - Chifeng Gold's stock has shown abnormal trading fluctuations, with significant increases in gold product prices expected to impact its operating performance [7] Group 3 - Jin Hui Co. reports that silver product revenue constitutes a low percentage of total revenue, with silver sales accounting for 12.46% of total revenue in the first three quarters of 2025 [8] - Western Gold emphasizes its focus on gold mining and smelting as its main business amid rising market interest [9] - Gehua Cable plans to invest 100 million RMB in a private equity fund focused on the smart robotics industry, aiming to enhance synergy with its broadcasting business [10] Group 4 - Keda Manufacturing intends to acquire a 51.55% stake in Tefu International, with trading resuming on January 29, 2026 [11] - Hai Xin Food has successfully entered the Sam's Club retail channel, launching customized products to enhance brand image and product value [12] - Shangwei New Materials warns of potential further stock suspensions if prices continue to rise, as its new product development is still in the early stages [13] Group 5 - Xie Chuang Data expects a net profit increase of 51.78% to 80.69% for 2025, projecting profits between 1.05 billion to 1.25 billion RMB [15] - Industrial Fulian anticipates a net profit of 35.1 billion to 35.7 billion RMB for 2025, reflecting a growth of 51% to 54% [17] - Mingyang Smart Energy forecasts a net profit increase of 131.14% to 188.92% for 2025, driven by significant growth in wind turbine deliveries and sales [18] Group 6 - Keda Technology expects a net profit increase of 40% to 70% for 2025, projecting profits between 785 million to 950 million RMB [19] - Hunan Silver anticipates a net profit increase of 67.88% to 126.78% for 2025, supported by increased production and rising market prices for silver and gold [21] - Honghe Technology projects a substantial net profit increase of 745% to 889% for 2025, driven by rising demand for electronic-grade glass fiber cloth [22] Group 7 - Zhongtian Rocket expects a net loss of 95 million to 115 million RMB for 2025, a shift from a profit of 19.56 million RMB in the previous year due to increased competition and price declines in its core business [23] - Zotye Auto anticipates a net loss of 281 million to 417 million RMB for 2025, primarily due to operational issues and fixed costs [24] Group 8 - Huaguang Huaneng's controlling shareholder plans to reduce its stake by up to 1% through market transactions [25] - Bozhong Precision's major shareholder intends to reduce its stake by up to 1% due to funding needs [26] Group 9 - ST Songfa's subsidiary has signed a contract for the construction of container ships worth approximately 3.4 billion to 4 billion RMB, with delivery expected in 2028 [27]

Core Viewpoint - Haixin Food plans to focus on four major sectors over the next 2-3 years to enhance its business operations and explore new growth opportunities [1] Group 1: Business Strategy - The first focus is to solidify and optimize the base of hot pot ingredient products (balls and slides) to improve operational quality [1] - The second focus is to vigorously develop deep processing of aquatic products to enhance the added value of raw materials [1] - The third focus is to actively expand the category of snack foods, strengthening research and development innovation as well as channel development [1] - The fourth focus is to lay out related businesses in baked goods to explore new performance growth points [1] Group 2: Market Considerations - The realization of the development plan depends on positive progress in market and channel factors, which introduces a level of uncertainty [1]

Core Viewpoint - The company has successfully entered the Sam's Club retail channel and launched customized products, which will enhance brand image and product value [1] Group 1 - The company is in the early stages of developing this new business channel [1] - The company aims to actively seize channel opportunities [1] - The growth and effectiveness of the new channel will require some time to materialize [1]

Core Viewpoint - The company has successfully entered the Sam's Club retail channel and launched customized products, which is expected to enhance brand image and product value [1] Group 1: Business Development - The related business is currently in its early development stage [1] - The company aims to seize channel opportunities actively [1] - The growth and effectiveness of the new channel will require some time to materialize [1] Group 2: Future Strategy - The company plans to deepen cooperation with leading retailers [1] - There is an intention to explore more customized and high-quality product lines [1] - The company will optimize its supply chain to meet the efficient turnover demands of the new channel [1]

投资者关系 活动类别 特定对象调研 分析师会议 媒体采访业绩说明会 新闻发布会 路演活动 现场参观 其他 参与单位名称 及人员姓名 广发证券 吴思颖 安信基金 郑婉玲 时间 2026年1月28日 地点 公司 上市公司接待 人员姓名 副总经理、董事会秘书 郑铭 财务总监 项金宏 证券事务代表 杨斌 投资者关系 活动主要内容 介绍 一、公司在山姆等新零售渠道的布局和进展如何？ 答：公司已成功进入山姆会员商店零售渠道，并推出了定制化产 品。此类合作有助于提升品牌形象与产品附加值。目前相关业务处于 发展初期，公司将积极把握渠道机遇，但新渠道的放量增长与效益体 现需要一定时间。 二、公司在新零售渠道的合作模式是怎样的？未来如何深化此类 合作？ 答：公司与山姆等新零售渠道的合作主要是定制化模式。我们根 据渠道要求，开发专供产品，这类产品往往在规格、配方或包装上与 传统渠道有所区分，有助于避免直接价格竞争并提升品牌形象。未来， 我们将积极深化与头部零售商的合作，探索更多定制化、高品质的产 品线，并优化供应链以匹配其高效周转的需求，但这需要一个逐步渗 透和验证的过程。 证券代码：002702 证券简称：海欣食品 海欣食品股份 ...

证券日报网讯 1月26日，海欣食品发布公告称，控股股东滕用雄567万股解除质押，占其持股6.99%，质 权人广发证券股份有限公司，解除日2026年1月23日。 （文章来源：证券日报） ...

Group 1 - The core point of the article is that Hai Xin Food announced the release of 5.67 million shares pledged by its controlling shareholder, Teng Yongxiong, to Guangfa Securities Co., Ltd. [1]

证券代码：002702 证券简称：海欣食品 公告编号：2026-004 海欣食品股份有限公司 关于控股股东部分股份解除质押的公告 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。 海欣食品股份有限公司（以下简称"公司"）近日接到公司控股股东滕用雄 先生的通知，获悉其质押于广发证券股份有限公司（以下简称"广发证券"）的 部分股份办理了解除质押手续，具体事项如下： 一、股东股份质押的基本情况 滕用雄先生质押于广发证券的 567 万股公司股份办理了解除质押手续，具体 情况如下： （一）股东股份解除质押的基本情况 1.本次解除质押的基本情况 | | 是否为控股 股东或第一 | 本次解除质 | 占其所持 | 占公司总 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 大股东及其 | 押股份数量 （万股） | 股份比例 | 股本比例 | | | | | | 一致行动人 | | | | | | | | 滕用雄 | 是 | 567 | 6.99% | 1.03% | 2 ...