Core Viewpoint - Daodaokuan (002852.SZ) announced that Xingchuang Investment plans to increase its shareholding in the company, indicating confidence in the company's future performance and potential growth [1] Summary by Sections Shareholding Increase - Xingchuang Investment will increase its shareholding by acquiring a total of 1,877,700 shares through centralized bidding on the Shenzhen Stock Exchange between August 6, 2025, and September 25, 2025 [1] - Following this increase, the proportion of voting shares held by the company's controlling shareholder, Liu Jianjun, and his concerted parties will rise from 35.45% to 36%, marking a change that touches upon a 1% integer multiple [1] - The shareholding increase plan is not yet fully implemented, and Xingchuang Investment will continue to carry out its plan [1]

证券代码：002852 证券简称：道道全 公告编号：2025-【050】 道道全粮油股份有限公司（以下简称"道道全"或"公司"）于 2025 年 8 月 6 日披露了《关于股东增持股份计划暨取得专项贷款承诺函的公告》（公告 编号：2025-045），公司控股股东、实际控制人刘建军之一致行动人湖南兴创 投资管理有限公司（以下简称"兴创投资"）拟自 2025 年 8 月 6 日起 6 个月内， 通过深圳证券交易所交易系统集中竞价交易的方式增持公司股份，拟增持金额 不低于 5,000 万元人民币，不超过 10,000 万元人民币，增持股份数量不超过公 司总股本的 2%，增持价格不设价格区间，资金来源为自有资金和专项贷款等。 一、本次增持计划的实施进展 道道全粮油股份有限公司 关于股东增持股份计划进展暨权益变动触及 1%刻度的提示性公 告 控股股东、实际控制人之一致行动人湖南兴创投资管理有限公司保证向本公 司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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。 三、增持计划实施的不确定性风险 2025 年 ...

Core Insights - Daodaoquan has focused on brand-oriented operations to meet market demand, launching high-end products such as high oleic rapeseed oil and Dongfang camellia oil in recent years [1] - The high oleic rapeseed oil has received high consumer recognition and good repurchase rates, with significant year-on-year sales growth [1] - Dongfang camellia oil, marketed as a gift oil, performed particularly well during festive periods like the Spring Festival, achieving a notable increase in sales [1] Product Performance - High oleic rapeseed oil shows a positive market trend with substantial year-on-year sales growth [1] - Dongfang camellia oil has seen increased sales during key holiday seasons, indicating strong consumer demand [1]

Group 1: Strategic Development - The company plans to invest in a 1 million ton edible oil processing project in Weinan, Shaanxi, leveraging geographical advantages to reduce logistics costs and enhance market coverage [1] - The project aims to capitalize on the consumption upgrade opportunities in the northwest market, increasing overall operational scale [1] Group 2: Product Promotion and Sales - The company focuses on brand-oriented operations and has collaborated with various media to promote high-end products, resulting in significant sales growth [1] - High oleic rapeseed oil has gained high consumer recognition and repurchase rates, while Oriental camellia oil has performed well as a gift oil during festive seasons [1] Group 3: Dividend Policy - A long-term dividend policy for 2024-2026 has been established, reflecting the company's commitment to shareholder returns and responding to regulatory calls for regular dividends [2] - Future dividend plans will consider development strategies, capital expenditure needs, profit performance, and cash flow [2] Group 4: Product Range and Health Considerations - The company offers a diverse range of rapeseed oil products catering to different nutritional needs and cooking scenarios, including high oleic, low erucic, and flavored oils [2] - Economical options are available, such as a 6.18L package of pure rapeseed oil, along with specialized products for health-conscious consumers [2]

Core Points - The company, Daodaoquan Grain and Oil Co., Ltd., will participate in the "2025 Hunan Listed Companies Investor Online Collective Reception Day and Semi-Annual Performance Briefing" to enhance interaction with investors [1] - The event will be held online on September 19, 2025, from 14:00 to 17:00, allowing investors to engage with company executives regarding performance, governance, strategy, and sustainability [1] Summary by Categories Event Details - The event is organized by the Hunan Securities Regulatory Bureau, Hunan Listed Companies Association, and Shenzhen Panorama Network Co., Ltd. [1] - Investors can participate through the "Panorama Roadshow" website, WeChat public account, or by downloading the Panorama Roadshow APP [1] Company Communication - Company executives will address investor concerns related to the company's performance from 2024 to 2025, governance, development strategy, operational status, and sustainable development [1]

为进一步加强与投资者的互动交流，道道全粮油股份有限公司（以下简称"公 司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公司联 合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者网上集 体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP,参与 本次互动交流，活动时间为 2025 年 9 月 19 日（星期五） 14:00-17:00。届时公司 高管将在线就公司 2024 年至 2025 半年度业绩、公司治理、发展战略、经营状况 和可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者 踊跃参与！ 特此公告。 道道全粮油股份有限公司 董 事 会 2025 年 9 月 13 日 证券代码：002852 证券简称：道道全 公告编号：2025-【049】 道道全粮油股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体接待日暨半 年度业绩说明会活动的公告 本公司及董事会全体成员保证信息披露的内容真 ...

证券日报网讯道道全9月10日在互动平台回答投资者提问时表示，截至目前，公司暂无股份回购计划。 基于对公司未来发展的信心，公司实际控制人之一致行动人已于近期发布了增持股份计划。 （文章来源：证券日报） ...

证券日报网讯道道全9月9日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东总户数 为24，245户。 （文章来源：证券日报） ...

Market Overview - The agricultural processing sector experienced a decline of 0.88% on September 2, with the Shanghai Composite Index closing at 3858.13, down 0.45%, and the Shenzhen Component Index at 12553.84, down 2.14% [1] Individual Stock Performance - The leading decliner in the agricultural processing sector was Yicheng Magic Hand (一致魔手), which fell by 4.54% to a closing price of 43.90, with a trading volume of 61,200 shares and a transaction value of 277 million yuan [1] - Other notable declines included: - Morning Light Biological (晨光生物) down 4.40% to 13.24, with a transaction value of 238 million yuan - Huazi Industry (华资实业) down 3.63% to 7.69, with a transaction value of 165 million yuan - Daodaoquan (道道全) down 2.44% to 11.18, with a transaction value of 104 million yuan [1] Capital Flow Analysis - The agricultural processing sector saw a net outflow of 83.56 million yuan from institutional investors and 13.15 million yuan from retail investors, while individual investors contributed a net inflow of 96.71 million yuan [1] - Specific stock capital flows included: - COFCO Sugar Industry (中粮糖业) with a net inflow of 175 million yuan from institutional investors, but a net outflow of 22.44 million yuan from retail investors [2] - Double Tower Food (双塔食品) had a net inflow of 1.54 million yuan from institutional investors and a net inflow of 3.16 million yuan from retail investors [2] - ST Langyuan (ST朗源) experienced a net outflow of 774,900 yuan from institutional investors but a net inflow of 310,300 yuan from retail investors [2]

Core Viewpoint - The increasing volatility in global financial markets has led to a heightened focus on risk management through hedging strategies among listed companies, with a notable rise in the number of companies utilizing derivative instruments for risk management [1][2]. Summary by Relevant Sections Growth in Hedging Activities - In the first seven months of 2025, 1,383 A-share listed companies issued announcements related to hedging, representing a year-on-year increase of 15.7% [2]. - Companies addressing exchange rate, interest rate, and commodity price risks saw respective increases of 13%, 16%, and 13% in the number of announcements [2]. Types of Risks Managed - Exchange rate risk is a significant concern, with 80% of A-share companies mentioning it in their hedging announcements [2]. - The focus on interest rate risk has been increasing, reflecting a growing awareness among companies during the global interest rate decline [2][3]. Commodity Hedging Trends - Common commodities for hedging include copper, aluminum, steel, lithium carbonate, and silver, with a notable increase in companies mentioning lithium carbonate futures [2]. - New commodity futures listed in 2024 have also been included in hedging strategies, with six companies explicitly hedging bottle chip futures in the first half of 2025 [2]. Industry Participation - Manufacturing companies, particularly in the chemical and agricultural processing sectors, are the primary participants in hedging activities [3]. - There has been a shift in how companies evaluate the effectiveness of hedging, moving from a focus solely on profit and loss to a more comprehensive assessment of fair value changes [3]. Successful Hedging Examples - Companies like Jinlongyu, Zhejiang Zhongtuo, Daodaquan, and Nangang have reported significant profits from their hedging activities, with Jinlongyu achieving a profit of 5.8 billion yuan from its hedging tools [4][5]. - Supply chain companies such as Wucai Zhongda and Xiamen Xiangyu also reported substantial gains from their hedging strategies, with reported amounts of 2.062 billion yuan and 614 million yuan, respectively [5]. Transparency and Regulation - New guidelines from the Shanghai and Shenzhen Stock Exchanges require companies to disclose the combined profits and losses from hedging tools and underlying projects starting in 2024, enhancing transparency in hedging activities [5]. - Increased transparency in hedging disclosures is expected to improve investor understanding and confidence in company operations [5]. Recommendations for Companies - Companies are advised to adopt a systematic approach to hedging, starting with top-level design and team establishment, and gradually implementing hedging strategies [7]. - It is recommended that companies engage external experts to guide them through the complexities of hedging and to learn from industry best practices [7]. - A phased approach to hedging, beginning with small-scale pilots, is suggested to refine processes and build expertise [7].