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分娩“零自付”引爆婴童股,政策红包砸向千亿市场!
Sou Hu Cai Jing· 2025-12-15 11:36
其中,皇氏集团、均瑶健康、南侨食品、阳光乳业涨停,骑士乳业涨超8%,三元股份、贝因美等跟涨。 | 代码 | 名称 | 张幅号 张庆 | 现价 | | --- | --- | --- | --- | | 300997 欢乐家 | | +19.98% 44.62 | 27.74 | | 002329 皇氏集团 | | +10.05% +0.38 | 4.16 | | 605388 均瑶健康 | | +10.04% +0.72 | 7.89 | | 605339 南侨食品 | | +10.02% +1.93 | 21.19 | | 001318 阳光影 | | +9.97% +1.47 | 16.21 | | 77786 骑士歌,业 | | +8.86% +0.84 | 10.32 | | 600429 三元股份 | | +5.36% +0.29 | 5.70 | | 002570 贝因美 | | +5.26% +0.32 | 6.40 | | 300898 熊猫乳品 | | +5.01% +1.30 | 27.23 | | 002719 麦越尔 | | +4.94% +0.41 5 紓壓ໂ | | 今日A股市场婴 ...
多重利好共振!乳业股集体冲高,优然牧业涨逾9%
Jin Rong Jie· 2025-12-15 04:40
在港股市场,截至发稿前,优然牧业(09858.HK)大涨9.07%,现代牧业(01117.HK)涨5.07%,中国 飞鹤(06186.HK)涨2.18%,蒙牛乳业(02319.HK)等均涨。 此外,行业自身的周期反转预期,亦成为此次板块上涨重要催化。 在A股市场,乳业板块同步冲高。其中,皇氏集团(002329.SZ)、阳光乳业(001318.SZ)均录得涨停 板;贝因美(002570.SZ)涨5.26%,三元股份(600429.SH)涨3.88%,西部牧业(300106.SZ)涨 3.08%,麦趣尔(002719.SZ)涨2.89%。 对于此次乳业股的集体上涨,市场分析认为,这是板块轮动、消费回暖、生育政策预期与行业周期反转 等多重因素共同作用的结果。 消息面上,12月13日,全国医疗保障工作会议在北京召开,国家医保局在会议上发布多项数据和措施。 其中包括,力争2026年全国基本实现政策范围内分娩个人"无自付"。 分析指出,若这一政策落地,有望降低生育成本,或进一步释放生育意愿,从而带动母婴乳制品等相关 细分市场的需求增长,直接利好乳业产业链。 同时,12月14日,商务部办公厅等三部门再度发布关于加强商务和金 ...
休闲食品板块12月12日跌0.39%,麦趣尔领跌,主力资金净流入1.69亿元
Zheng Xing Xing Ye Ri Bao· 2025-12-12 09:06
以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日休闲食品板块主力资金净流入1.69亿元,游资资金净流入1.29亿元,散户资金 净流出2.98亿元。休闲食品板块个股资金流向见下表: 证券之星消息,12月12日休闲食品板块较上一交易日下跌0.39%,麦趣尔领跌。当日上证指数报收于 3889.35,上涨0.41%。深证成指报收于13258.33,上涨0.84%。休闲食品板块个股涨跌见下表: ...
休闲食品板块12月10日跌0.5%,麦趣尔领跌,主力资金净流出1835.2万元
Zheng Xing Xing Ye Ri Bao· 2025-12-10 09:04
证券之星消息,12月10日休闲食品板块较上一交易日下跌0.5%,麦趣尔领跌。当日上证指数报收于 3900.5,下跌0.23%。深证成指报收于13316.42,上涨0.29%。休闲食品板块个股涨跌见下表: 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。 从资金流向上来看,当日休闲食品板块主力资金净流出1835.2万元,游资资金净流入2827.78万元,散户 资金净流出992.58万元。休闲食品板块个股资金流向见下表: ...
麦趣尔:截至11月28日公司股票持有人数为19361户
Zheng Quan Ri Bao Wang· 2025-12-03 09:13
证券日报网讯12月3日,麦趣尔(002719)在互动平台回答投资者提问时表示,截至2025年11月28日本 公司股票持有人数为19361户。 ...
麦趣尔:截至11月20日公司股票持有人数为18819户
Zheng Quan Ri Bao Wang· 2025-12-01 10:13
证券日报网讯12月1日,麦趣尔(002719)在互动平台回答投资者提问时表示,截至2025年11月20日公 司股票持有人数为18819户。 ...
休闲食品板块11月28日涨1.54%,好想你领涨,主力资金净流入2134.56万元
Zheng Xing Xing Ye Ri Bao· 2025-11-28 09:08
Core Insights - The leisure food sector experienced a rise of 1.54% on November 28, with "Hao Xiang Ni" leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - "Hao Xiang Ni" (002582) closed at 10.58, with a gain of 5.69% and a trading volume of 401,000 shares, amounting to a transaction value of 424 million yuan [1] - "Youyou Food" (603697) closed at 13.05, up 4.48%, with a trading volume of 135,200 shares and a transaction value of 175 million yuan [1] - "Wancheng Group" (300972) saw a closing price of 178.52, increasing by 3.05%, with a trading volume of 14,500 shares and a transaction value of 258 million yuan [1] - Other notable performers include "Maiqu Er" (002719) with a 2.76% increase, "Ximai Food" (002956) with a 2.67% increase, and "Guifaxiang" (002820) with a 2.08% increase [1] Capital Flow - The leisure food sector saw a net inflow of 21.35 million yuan from institutional investors, while retail investors experienced a net outflow of 47.42 million yuan [3] - The overall capital flow indicates a mixed sentiment among different investor categories within the leisure food sector [3]
麦趣尔涨2.01%,成交额2843.20万元,主力资金净流出48.81万元
Xin Lang Zheng Quan· 2025-11-28 02:55
Core Viewpoint - The stock of Maquier has shown a significant increase in price and trading activity, indicating potential investor interest and market dynamics [1][2]. Group 1: Stock Performance - As of November 28, Maquier's stock price rose by 2.01% to 9.62 CNY per share, with a total market capitalization of 1.675 billion CNY [1]. - Year-to-date, Maquier's stock has increased by 22.86%, with a 10.45% rise in the last five trading days [1]. - The stock has appeared on the trading leaderboard six times this year, with the most recent instance on April 23, where it recorded a net buy of -53.92 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Maquier reported a revenue of 463 million CNY, a decrease of 2.78% year-on-year, while the net profit attributable to shareholders was -33.09 million CNY, an increase of 61.95% [2]. - Cumulatively, Maquier has distributed 48.68 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of November 20, the number of Maquier's shareholders decreased by 7.66% to 18,800, while the average number of circulating shares per person increased by 8.29% to 8,600 shares [2]. - As of September 30, 2025, the ninth largest circulating shareholder is the Noan Multi-Strategy Mixed A fund, holding 1.4661 million shares, an increase of 370,200 shares from the previous period [3]. Group 4: Business Overview - Maquier Group Co., Ltd. is based in Changji, Xinjiang, and was established on December 30, 2002, with its stock listed on January 28, 2014 [1]. - The company's main business includes the production and sale of dairy products and the chain operation of baked goods, with revenue contributions of 52.59% from baked goods, 30.31% from dairy products, and 12.68% from other sources [1].
休闲食品板块11月21日跌1.94%,麦趣尔领跌,主力资金净流出1.21亿元
Zheng Xing Xing Ye Ri Bao· 2025-11-21 09:33
Market Overview - The leisure food sector experienced a decline of 1.94% on November 21, with Maiqu'er leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Nanjiao Food (605339) saw a significant increase of 10.03%, closing at 20.96, with a trading volume of 81,500 shares and a turnover of 166 million yuan [1] - Maiqu'er (002719) dropped by 8.32%, closing at 8.71, with a trading volume of 140,600 shares and a turnover of 127 million yuan [2] - Other notable declines include Guifaxiang (002820) down 5.51% and Ximai Food (002956) down 4.82% [2] Capital Flow Analysis - The leisure food sector experienced a net outflow of 121 million yuan from institutional investors, while retail investors saw a net inflow of 157 million yuan [2] - The capital flow for Nanjiao Food showed a net inflow of 72.78 million yuan from institutional investors, while it faced a net outflow of 32.42 million yuan from retail investors [3] - Maiqu'er had a net inflow of 4.29 million yuan from institutional investors, but a net outflow of 12.79 million yuan from retail investors [3]
休闲食品板块11月20日跌2.33%,南侨食品领跌,主力资金净流出1.78亿元
Zheng Xing Xing Ye Ri Bao· 2025-11-20 09:09
Market Overview - The leisure food sector experienced a decline of 2.33% on November 20, with Nanjiao Food leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Individual Stock Performance - Nanjiao Food (605339) closed at 19.05, down 9.37% with a trading volume of 175,500 shares [1] - Jin Zai Food (003000) closed at 11.86, down 3.18% with a trading volume of 80,900 shares [1] - Wanchen Group (300972) closed at 168.22, down 3.10% with a trading volume of 18,300 shares [1] - Three Squirrels (300783) closed at 23.22, down 2.85% with a trading volume of 81,500 shares [1] - Black Sesame (000716) closed at 6.26, down 2.80% with a trading volume of 224,500 shares [1] - Other notable declines include Lihai Food (300973) down 2.52% and Liangpinpuzi (603719) down 2.51% [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 178 million yuan from main funds, while retail investors contributed a net inflow of 118 million yuan [1] - Speculative funds recorded a net inflow of 60.43 million yuan [1] Detailed Capital Flow for Selected Stocks - Lihai Food (300973) had a main fund net inflow of 5.90 million yuan, but a retail net outflow of 13.17 million yuan [2] - Ziyan Food (603057) experienced a main fund net inflow of 42,400 yuan, with a retail net outflow of 1.79 million yuan [2] - Maquur (002719) had a negligible main fund net inflow of 4,364 yuan, with a retail net outflow of 127,690 yuan [2] - Other stocks like Guangzhou Restaurant (603043) and Huangshanghuang (002695) also reported net outflows from main funds [2]