| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605089 | 味知香 | 30.09 | 10.02% | 7.82万 | | 2.23亿 | | 600530 | 交大昂立 | 7.70 | 4.76% | 22.49万 | = 1.71亿 | | | 603237 | 五芳斋 | 18.73 | 2.52% | 7.61万 | | 1.41亿 | | 836826 | 盖世食品 | 14.32 | 1.34% | 12.91万 | | 1.84亿 | | 001215 | 千味央厨 | 38.30 | 1.03% | 6.24万 | | 2.38亿 | | 833429 | 康比特 | 20.55 | 0.83% | 2.02万 | 4108.59万 | | | 600381 | *ST春大 | 5.08 | 0.59% | 10.58万 | 5440.30万 | | | 300146 | 汤臣倍健 | 12.07 | 0.25% | 39.50万 | | 4.83亿 | ...

汤臣倍健今年以来股价涨5.10%，近5个交易日涨0.33%，近20日跌1.29%，近60日涨9.63%。 资料显示，汤臣倍健股份有限公司位于广州市黄埔区鱼珠街道黄埔大道东916号，成立日期2005年4月1 日，上市日期2010年12月15日，公司主营业务涉及膳食营养补充剂的研发、生产和销售。主营业务收入 构成为：其他38.02%，胶囊27.84%，片剂20.38%，粉剂13.76%。 汤臣倍健所属申万行业为：食品饮料-食品加工-保健品。所属概念板块包括：基因测序、医药电商、维 生素、互联医疗、跨境电商等。 9月18日，汤臣倍健盘中上涨2.08%，截至10:14，报12.29元/股，成交9661.73万元，换手率0.71%，总市 值207.91亿元。 资金流向方面，主力资金净流出149.29万元，特大单买入243.49万元，占比2.52%，卖出619.89万元，占 比6.42%；大单买入2233.40万元，占比23.12%，卖出2006.29万元，占比20.77%。 截至6月30日，汤臣倍健股东户数7.12万，较上期减少4.96%；人均流通股15869股，较上期增加5.22%。 2025年1月-6月，汤臣倍健实 ...

今天分享的是：2025食品饮料行业深度研究报告：功能食品行业正重塑，新需求扩容，垂类新机频出 功能食品行业迎变革：新需求扩容催生市场新机，全年龄段渗透加速 在消费升级与健康意识觉醒的双重驱动下，中国功能食品行业正经历一场深刻的重塑。从传统中老年保健品主导的市场格局， 到如今覆盖全年龄段、融合"保健+悦己"需求的多元化生态，行业不仅保持着高于基础消费品类的增长速度，更在产品形态、消 费场景和渠道模式上不断突破，为消费者带来全新体验，也为市场注入持续活力。 从行业增长动力来看，多重因素正共同推动功能食品加速渗透。经济稳增长带动居民人均可支配收入提升，当前我国城镇居民 人均可支配收入已迈过7000美元门槛，参考全球经验，这一阶段国民健康意识进入加速提升期，为功能食品消费奠定了经济基 础。与此同时，老龄化进程持续深化，65岁以上人口占比逐年提高，中老年群体对心血管养护、关节健康、基础免疫等功能的 需求日益旺盛，成为功能食品的重度消费人群。而年轻消费群体的崛起则带来了新的消费逻辑，Z世代主导的"悦己型养生"趋势 明显，他们不再将功能食品视为"药品替代品"，而是将其融入日常休闲场景，追求健康与口感、情绪价值的多重满足。数 ...

Industry Overview - The collagen protein food industry in China is experiencing significant growth, with a retail market size projected to reach 30.1 billion yuan in 2024, reflecting a year-on-year increase of 13.37% [1][6] - The demand for collagen protein foods is driven by consumer interest in skin care, bone health, and anti-aging, particularly among younger generations who prefer dietary sources for health and beauty [1][6] Industry Chain - The upstream of the collagen protein food industry includes raw materials such as skins, tendons, and bones from terrestrial livestock (cattle, pigs) and aquatic sources (fish skins, scales) [4][5] - The midstream involves the production and manufacturing of collagen protein foods, while the downstream focuses on the food sector [4][5] Market Size - The global retail market for collagen protein foods is expected to reach USD 20.48 billion in 2024, with a year-on-year growth of 1.79% [6] - The abundant supply of raw materials in China, due to large-scale livestock and fish production, supports the growth of the collagen protein food sector [6] Key Companies Performance - Tongrentang has made significant strides in the collagen protein food sector, launching products with innovative formulations and high-quality ingredients, such as collagen peptides derived from cod skin [7][8] - Kangnabei has also achieved notable success, offering high-content collagen peptide drinks and protein powders, with a focus on safety and quality standards [8] Industry Development Trends 1. Technological advancements are driving product innovation and industry upgrades, with breakthroughs in recombinant collagen technology leading to cost reductions and enhanced bioactivity [9] 2. Market demand is diversifying, with a growing interest in functional skincare products among younger consumers and increased demand for joint health solutions among older adults [10] 3. The rise of online sales channels and social media marketing is becoming crucial for industry growth, with companies leveraging e-commerce platforms for product promotion and consumer engagement [11][12]

证券之星消息，2025年9月10日汤臣倍健（300146）发布公告称中粮资本赵若冰 韩伟年 高影 申迪中 陈雪 松 陈剑华 宋关文、宝盈基金李巍宇、永安资管张奕扬、深圳创华投资李军辉、远东宏信翁烨丹、小忠资 本梁幸、长江证券陈硕旸、天风证券马咏仪于2025年9月10日调研我司。 具体内容如下： 问：会议采取互动答形式，主要沟通内容如下： 答：会议采取互动问形式，主要沟通内容如下 问：公司在抖音渠道目前的发展情况，未来对于传统电商和兴趣电商规划如何 近年来，公司持续优化广告费和市场营销费的费用结构，以兼顾短期经营效益与长期品牌价值沉淀。近两 年公司持续强化费用管控机制，提升销售费用的投放效率，在合理控制销售费用率的前提下释放收入增长 潜力确保实现有质量的增长。 Q：基于消费者群体年轻化的趋势，公司在品牌策略上是否会有所调整 答：公司围绕高质量发展的核心目标，根据不同平台特性制定差异化的发展策略。抖音费比较高，盈利性 较弱，但从行业整体来看，抖音作为行业主要增量来源，亦为后续发力的重点平台，公司将通过搭建自主 可控直播间，维持合理比例的达播合作，增加商品卡销售等提升抖音销售规模。针对货架电商，公司将通 过增加专供 ...

近日，汤臣倍健股份有限公司迎来了一场备受关注的特定对象调研活动。众多机构聚焦公司发展战略、 市场布局及业务规划等关键议题，与公司管理层展开深入交流。 据公告显示，此次投资者活动关系类别为特定对象调研，时间为2025年9月10日15:00 - 16:00，地点位于 广东省广州市黄埔区鱼珠街道黄埔大道东916号。参与单位名称及人员姓名详见附件，其中包括中粮资 本的赵若冰、韩伟年等7人，宝盈基金的李巍宇，永安资管的张奕扬等多家机构人员。上市公司接待人 员为公司董事会秘书唐金银女士。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 责任编辑：小浪快报 在互动问答环节，各方就多个关键问题进行了深入探讨： -渠道发展规划：公司围绕高质量 ...

编号：2025-009 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 | | 参与单位名称及 | 详见附件 | | 人员姓名 | | | 时间 | 2025 年 9 月 10 日 15:00-16:00 | | 地点 | 广东省广州市黄埔区鱼珠街道黄埔大道东 号 916 | | 上市公司接待人 | 公司董事会秘书唐金银女士 | | 员姓名 | | | | 会议采取互动问答形式，主要沟通内容如下： | | | Q：公司在抖音渠道目前的发展情况，未来对于传统电商和兴趣电商规划 | | | 如何 | | | 公司围绕高质量发展的核心目标，根据不同平台特性制定差异化的发 | | | 展策略。抖音费比较高，盈利性较弱，但从行业整体来看，抖音作为行业 | | | 主要增量来源，亦为后续发力的重点平台，公司将通过搭建自主可控直播 | | 投资者关系活动 | 间，维持合理比例的达播合作，增加商品卡销售等提升抖音销售规模。针 | | 主要内容介绍 | 对货架电商，公司 ...

证券之星消息，9月10日食品加工板块较上一交易日下跌0.27%，汤臣倍健领跌。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 836826 | 盖世食品 | 15.28 | 6.18% | 15.83万 | | 2.34亿 | | 603262 | 技源集团 | 31.93 | 2.64% | 5.95万 | | 1.90亿 | | 603237 | 五芳斋 | 19.16 | 2.35% | 11.42万 | | 2.19亿 | | 002330 | 得利斯 | 4.95 | 1.85% | 12.46万 | | 6137.08万 | | 000639 | 西王食品 | 3.42 | 1.79% | 59.43万 | | 2.02亿 | | 000529 | 广弘控股 | 6.47 | 1.25% | 10.23万 | | 6570.18万 | | ...

Market Overview - On September 5, the food processing sector rose by 0.68% compared to the previous trading day, with Baihe Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Baihe Co., Ltd. (603102) closed at 46.51, with a significant increase of 10.00% and a trading volume of 35,200 hands, amounting to a transaction value of 160 million yuan [1] - Other notable performers included Kangbiter (833429) with a 4.39% increase, and Tangchen Beijian (300146) with a 2.26% increase [1] Capital Flow - The food processing sector experienced a net outflow of 48.96 million yuan from institutional investors, while retail investors saw a net outflow of 83.72 million yuan [2] - Conversely, speculative funds recorded a net inflow of 133 million yuan [2] Individual Stock Capital Flow - Baihe Co., Ltd. had a net inflow of 42.73 million yuan from institutional investors, but a net outflow of 20.46 million yuan from retail investors [3] - Guangming Meat Industry (600073) also saw a net inflow of 23.86 million yuan from institutional investors, with retail investors experiencing a net outflow of 20.24 million yuan [3]

Core Viewpoint - The food and beverage industry is experiencing a mixed performance, with some companies showing growth while others face challenges due to market adjustments and inventory pressures [2][8][9]. Market Performance - The Shanghai and Shenzhen 300 Index fell by 0.81%, while the Shenwan Food and Beverage Index decreased by 1.5% during the specified period [1]. - The top five gaining stocks included Huanlejia, Gaisi Food, Qianwei Yangchu, Baihe Co., and Huifa Food [1]. Institutional Insights - Open-source Securities suggests focusing on three lines: national mid-to-high-end recovery, regional leaders, and high-end liquor valuation recovery [2]. - Key companies to watch include Shede Liquor, Shanxi Fenjiu, Gujing Gongjiu, and Moutai, with a focus on new consumption trends and channels [2]. - Huachuang Securities recommends exploring new opportunities in the health product sector, particularly H&H International and Xianle Health [3]. Industry Trends - The liquor industry is undergoing a rational adjustment, with companies like Moutai and Zhenjiu Liudu exploring new paths to enhance market reach [7]. - The white liquor sector is seeing a significant inventory issue, with 20 listed liquor companies holding nearly 170 billion yuan in inventory, leading to cash flow pressures for some mid-tier companies [9]. Company Developments - Wuliangye has launched a promotional campaign allowing car buyers to purchase its liquor at a 25% discount [10][11]. - Yingjia Gongjiu has established a new sales company to enhance its market presence [12]. - Jiusuan Co. has adjusted its growth strategy, focusing on maintaining market share rather than absolute growth [13]. Macro Events - The Chinese warehousing index for August was reported at 49.3%, indicating a decline in new orders and a slowdown in goods turnover, which may impact the food and beverage sector [4]. - The emergence of H5N1 avian influenza in the UK could have implications for poultry-related food products [5]. Financial Metrics - The financial performance of the liquor industry shows a significant disparity, with 15 out of 21 listed companies reporting revenue declines, while only six managed to achieve growth [8]. - The industry is expected to face continued challenges, with some analysts predicting a prolonged adjustment period before recovery [8]. Inventory and Capacity Issues - Many liquor companies are struggling with high inventory levels, with some facing a six-year inventory turnover cycle, which could further strain cash flow [9]. - Despite low capacity utilization rates, some companies continue to expand production, raising concerns about future inventory management [9].