| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002286 | 保龄宝 | 10.59 | -1.40% | 12.22万 | 1.29亿 | | 300268 | *ST佳沃 | 10.38 | -1.33% | 1.26万 | 1317.64万 | | 300138 | 晨光生物 | 13.14 | -0.68% | 6.48万 | 8546.76万 | | 000930 | 中粮科技 | 6.00 | -0.50% | 11.63万 | 6988.51万 | | 600251 | 冠农股份 | 8.05 | -0.25% | 8.56万 | 6913.00万 | | 832023 | 田野股份 | 4.82 | -0.21% | 16.84万 | 8054.04万 | | 666000E | 金龙鱼 | 30.95 | -0.06% | 6.35万 | 1.97亿 | | 000972 | *ST中基 | 3.29 | 0.00% | 19.43万 | 6346.43万 | | 0005 ...

天眼查商业履历信息显示，道道全粮油股份有限公司，成立于1999年，位于岳阳市，是一家以从事农副 食品加工业为主的企业。企业注册资本34396.8305万人民币，实缴资本7500万人民币。公司法定代表人 为刘建军。 通过天眼查大数据分析，道道全粮油股份有限公司共对外投资了10家企业，参与招投标项目33次，知识 产权方面有商标信息13条，专利信息38条，此外企业还拥有行政许可19个。 金融界消息 截至2025年7月30日收盘，道道全（002852）报收于12.15元，上涨5.29%，换手率7.94%， 成交量22.71万手，成交金额2.72亿元。 资金流向方面，今日主力资金净流入4272.59万元，占比成交额15.69%。其中，超大单净流入1091.75万 元、占成交额4.01%，大单净流入3180.84万元、占成交额11.68%，中单净流出流出969.84万元、占成交 额3.56%，小单净流出3302.75万元、占成交额12.13%。 道道全最新一期业绩显示，截至2025一季报，公司营业总收入14.86亿元、同比减少2.11%，归属净利润 1.03亿元，同比增长38.63%，扣非净利润9917.83万元，同比增 ...

Group 1 - The announcement details the release of 9,500,000 shares from pledge by Hunan Xingchuang Investment Management Co., Ltd., which represents 23.18% of its holdings and 2.76% of the total share capital of the company [1][2] - As of the announcement date, the cumulative pledged shares by shareholders Liu Jianjun, Yao Jinting, Xingchuang Investment, and Hengji Fund amount to 121,950,881 shares, which is 35.45% of their total holdings and 40.02% of the company's total share capital [2][3] - The company confirms that the pledge risk is under control and there is no change in actual control, nor is there a risk of forced liquidation [3]

证券代码：002852 证券简称：道道全 公告编号：2025-【033】 道道全粮油股份有限公司 关于持股 5%以上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的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 道道全粮油股份有限公司（以下简称"公司"）于 2025 年 7 月 21 日接到 湖南兴创投资管理有限公司（以下简称"兴创投资"）通知，获悉其所持有本 公司的部分股份解除质押，具体事项如下： | 股东名称 | 是否为控 股股东或 第一大股 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司 总股本 | 起始日 | | 解除日期 | | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 东及一致 行动人 | （股） | 比例 | 比例 | | | | | | | | 兴创投资 | 是 | 9,500,000 | 23.18% | 2.76% | 2022 年 月 | 11 1 日 | 2025 年 月 | 18 | 7 日 | 招商证券 股份有限 | | | ...

Core Insights - The edible oil industry in China is characterized by a complex supply chain that includes agricultural production, processing, packaging, and sales channels [1] - Major listed companies in the industry include Jinlongyu (300999.SZ), Shenliang Holdings (000019.SZ), and others, with Jinlongyu leading in revenue and market share [1][8] Industry Overview - The edible oil supply chain consists of upstream agricultural production, midstream processing companies, and downstream sales channels [1] - The industry has seen a decline in revenue across most listed companies in 2024, indicating increased competition and market pressure [8][15] Company Performance - Jinlongyu reported a revenue of 238.87 billion yuan in 2024, maintaining a leading position despite a decline of 10.37% in its feed raw materials and oil technology business [8][15] - Shenliang Holdings and Jinlongyu both experienced growth in net profit in Q1 2025, with increases of 42.97% and 11.24% respectively [9][10] - Other companies like Su Kuan Agricultural Development and Jingliang Holdings faced significant revenue declines in 2024 [10] Financial Metrics - As of May 27, 2025, Jinlongyu's total market capitalization reached 165.196 billion yuan, while other companies like Su Kuan Agricultural Development also exceeded 10 billion yuan [9][10] - The profit margins varied significantly among companies, with West King Food achieving a gross margin of 22.86%, while Jinlongyu and Shenliang Holdings reported margins below 3% [18] Business Strategies - Jinlongyu plans to expand into the health industry and enhance its product offerings through technological innovation [22][24] - Jingliang Holdings aims to strengthen its supply chain and marketing strategies to improve its trade business [22][24] - West King Food focuses on brand building and cost control to enhance competitiveness [22][24] Market Dynamics - The overseas revenue distribution among companies is uneven, with West King Food and others relying heavily on international markets, although some have seen declines in overseas sales [20][21] - The edible oil industry is facing challenges due to increased competition and market pressures, leading to varied performance among listed companies [15][18]

Group 1 - The core point of the article highlights that raw materials constitute the largest cost component in the edible oil production process, with companies like Xiwang Food showing a raw material cost ratio of 74.39% in 2024, while others exceed 92% [1] - Labor costs in the edible oil industry are relatively low, ranging from 0.85% to 1.51%, while manufacturing expenses fluctuate between 0.6% and 5.9% [1] - The cost structure of Jin Jian Rice Industry's edible oil products shows that direct materials account for around 95% from 2019 to 2024, indicating significant sensitivity to raw material price fluctuations [2] Group 2 - The pricing of edible oil in China is influenced by supply-side factors, manufacturing value-added premiums, and consumer demand elasticity, creating a "price-demand-price" transmission mechanism [6] - The edible oil industry value chain includes stages such as oilseed cultivation, pressing, refining, packaging, and distribution, with oilseed cultivation showing high gross profit margins [6] - The gross profit margin for oilseed crops like sunflower seeds can reach up to 72.6%, while downstream sales channels exhibit varying margins, with offline sales maintaining around 16% [8]

Core Viewpoint - The company Dao Dao Quan expects a significant increase in net profit for the first half of 2025, projecting between 175 million to 195 million yuan, representing a year-on-year growth of 541.25% to 614.54% [1] Group 1: Financial Performance - Dao Dao Quan's stock surged by 7.82% on July 14 following the profit announcement, indicating strong investor confidence [1] - The growth in profit is attributed to an increase in packaging oil sales and improved gross profit margins due to lower procurement costs of raw materials [1] - Despite challenges in the domestic oil industry, Dao Dao Quan has managed to achieve growth through high-end product transformation, particularly in high oleic canola oil [1] Group 2: Market Outlook - The company anticipates a recovery in domestic consumer demand in the third and fourth quarters of the year, driven by national consumption stimulus policies [2] - Dao Dao Quan is focusing on market development and product marketing, with expectations for new products and major items to continue gaining traction [2] Group 3: Infrastructure Development - The construction of Dao Dao Quan's headquarters base in Changsha County is underway, expected to be completed by the end of next year [2] - This new facility will enhance the company's research capabilities, production capacity, and market reach, supporting ongoing performance growth [2]

Group 1 - The article discusses the recent market performance, indicating that the Shanghai Composite Index has stabilized around 3500 points, driven by policy expectations and potential government stimulus measures [1][2] - Analysts from Citigroup predict that the upcoming Politburo meeting will not revise the budget or increase government bond quotas, but will focus on implementing existing policies to support consumption and the real estate sector [1][2] - The article highlights that the real estate market has shown signs of recovery, with a potential for further gains in the coming weeks, based on historical trends of policy-driven market movements [3][5] Group 2 - The banking sector is expected to see an increase in dividend yields due to upcoming dividend distributions, which could enhance the attractiveness of bank stocks [7] - The article notes that the insurance sector is adjusting its investment strategies to favor high-dividend assets, which may impact the overall market dynamics [7] - The article mentions that the real estate index has risen by 9.69% since June 23, indicating a positive trend relative to the Shanghai Composite Index [3][5] Group 3 - The article outlines the upcoming key events in the financial calendar, including the Politburo meeting and FOMC meetings, which are expected to influence market sentiment and policy direction [2] - It emphasizes the importance of monitoring economic indicators and policy announcements as they could significantly impact market performance in the second half of the year [2][10] - The article suggests that sectors such as renewable energy, construction materials, and industrial metals are likely to benefit from current market trends and policy support [15][18]

Group 1 - The company expects a significant increase in net profit for the first half of 2025, projecting between 175 million to 195 million yuan, compared to 27.29 million yuan in the same period last year, representing an increase of 541.25% to 614.54% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 145 million to 165 million yuan, compared to 29.70 million yuan in the previous year, indicating an increase of 388.14% to 455.47% [1] - The basic earnings per share are estimated to be between 0.51 yuan to 0.57 yuan, compared to 0.08 yuan per share in the same period last year [1] Group 2 - The significant growth in operating performance is attributed to a focus on product marketing, an increase in packaging oil sales, refined management practices, improved operational efficiency, and a decrease in the overall procurement costs of key raw materials, which collectively enhanced the gross profit margins [1]

证券代码：002852 证券简称：道道全 公告编号：2025-【032】 道道全粮油股份有限公司 关于持股 5%以上股东股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股东股份质押基本情况 道道全粮油股份有限公司（以下简称"公司"）于 2025 年 7 月 11 日接到 持股 5%以上股东湖南兴创投资管理有限公司（以下简称"兴创投资"）通知， 获悉兴创投资将其持有公司的 600 万股股份质押给长沙银行股份有限公司（以 下简称"长沙银行"），具体事项如下： （一）本次股份质押基本情况 截至本公告披露日，一致行动人刘建军、姚锦婷、湖南兴创投资管理有限 公司（以下简称"兴创投资"）、上海恒基浦业资产管理有限公司—恒基祥荣 11 号私募证券投资基金（以下简称"恒基基金"）所持质押股份情况如下： | | | | | | | | 已质押股份情 况 | | 未质押股份情 况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押 ...