仙乐健康公告，公司拟为控股子公司Best Formulations PC LLC寻求投资、剥离、出售或其他机会。此举 旨在优化美国业务结构，提升盈利能力和市场竞争力。BFPC成立于2024年3月20日，由Best Formulations LLC全资设立，负责公司个人护理业务的运营。仙乐健康间接持有BFPC约71.41%股权。此 次交易预计不构成重大资产重组，正式交易前将履行相应审议、审批程序。 ...

仙乐健康科技股份有限公司 2025 年半年度报告全文 证券代码：300791 证券简称：仙乐健康 公告编码：2025-082 证券代码：123113 证券简称：仙乐转债 仙乐健康科技股份有限公司 SIRIO PHARMA CO., LTD. 2025 年半年度报告 引领营养科技，为健康增值 披露日期：2025 年 8 月 26 日 1 仙乐健康科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 1、公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实、准确、完整， 不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 2、公司负责人林培青、主管会计工作负责人郑丽群及会计机构负责人(会计主管人员)宋亚声明： 保证本半年度报告中财务报告的真实、准确、完整。 3、所有董事均已出席了审议本次半年报的董事会会议。 4、本报告涉及的发展战略及未来前瞻性陈述，不构成公司对投资者的实质承诺。投资者及相关人 士均应对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异。 5、公司需遵守《深圳证券交易所行业信息披露指引第 14 号——上市公司从事食品及酒制造相关业 ...

Core Viewpoint - The stock price of Xianle Health has increased by 20.1% since early 2025, outperforming the health products index (12.8%) and the food and beverage sector (-2.8%) [1] - The pricing logic of Xianle Health is shifting from a manufacturing company to a consumer goods company, with a strong correlation to the new consumption index since May [1] - The market capitalization increase is primarily driven by valuation uplift, with the forecasted PE ratio rising from 13.4x to 18.3x, while net profit expectations for 2025 are projected to decline [1] Domestic Market Outlook - Xianle Health is accelerating the expansion of new channel customers, which is expected to lead to rapid revenue growth [2] - The domestic health product market is experiencing significant channel differentiation, with online channels thriving while offline continues to decline [2] - The customer structure of Xianle Health is shifting from major clients to mid-tail clients, indicating a need to enhance sales capabilities in new channels [2] Overseas Market Outlook - Short-term profitability improvement is anticipated for the BF subsidiary, with long-term market expansion in the US and Southeast Asia [2] - The BF subsidiary is expected to turn profitable due to personnel adjustments, management reforms, and supply chain efficiency improvements [2] Investment Recommendations - In the liquor sector, the industry is expected to enter a mid-cycle buying point in 2025, with a focus on companies like Shanxi Fenjiu and Moutai [3] - In the consumer goods sector, companies need to adapt to changing consumer preferences for value and health, with strong product capabilities likely to benefit [3] - Xianle Health is highlighted as a core recommendation in the consumer goods sector due to its strong product positioning [3]

Group 1 - The core stock price of Xianle Health on August 21 closed at 24.90 yuan, a decrease of 0.04 yuan or 0.16% from the previous trading day [1] - The stock experienced a rapid rebound during the day, reaching a price of 25.13 yuan at 9:46 AM, with an increase of over 2% within 5 minutes and a transaction volume of 45.16 million yuan [1] - The company operates in the food and beverage industry, focusing on the research, production, and sales of health foods, including health supplements and functional foods, with a strong influence in Guangdong province [1] Group 2 - On August 21, the net outflow of main funds was 5.79 million yuan, accounting for 0.09% of the circulating market value [1] - Over the past five days, the main funds have shown a net inflow, totaling 10.98 million yuan, which represents 0.17% of the circulating market value [1]

事件：近日，仙乐健康旗下宠物业务仙乐得宠正式亮相亚宠展，并发布行业首款NUTRIFUSE超溶磷虾 鱼油等产品。 2025 年8 月，仙乐得宠正式亮相亚宠展，推出差异化宠物健康产品。2024年底，得宠（广东）健康科技 有限公司成立，仙乐健康正式宣布进入宠物赛道。历时半年多，仙乐得宠携带行业首款NUTRIFUSE超 溶磷虾鱼油首次亮相亚洲宠物展览会。公司通过E 立方仿生增效技术，从功效增强、口味优化和喂养体 验三个维度进行创新，进而研发出了NUTRIFUSE超溶磷虾鱼油。此外，同期展出的还有NATURITAIL 天然粉剂系列，包含排毛粉、洁牙粉、关节粉，专注于精细化健康管理。 宠物营养健康赛道大有可为。根据《2025 年中国宠物行业白皮书》，2024年城镇（犬猫）消费市场规 模高达3002 亿元，增长态势强劲，预计到2027 年，市场规模有望突破4000 亿元。其中，宠物主粮、营 养品、健康护理等细分领域成为主要增长点。根据飞瓜数据，2024 年抖音宠物行业中的猫/狗保健品 GMV 同比增长225%，宠物营养健康赛道成为年度增长最快的细分赛道。当前，中国家庭养宠理念正历 经从"温饱型喂养"到"科学精细化养育"的转 ...

Core Insights - The pet health consumption market is entering a phase of rapid growth characterized by "quality upgrades and functionalization," presenting significant market opportunities [1] - The company is actively positioning itself in the pet health sector, targeting a market size of 100 billion [1] Industry Trends - The pet consumption scale has been expanding, with increasing entrants in the pet industry and a focus on building a complete pet industry chain at the local economic development level [2] - There is a notable shift in consumer demand from basic safety and nutrition to the natural quality of ingredients and scientific nutrition [4] - The demand for personalized nutrition is rising, with pet owners seeking tailored formulas based on their pets' breed, age, and health status [5] Company Strategy - The company aims to leverage its expertise in human nutrition to develop differentiated pet products, focusing on three main R&D directions: species-specific nutrition systems, application of formulation enhancement technologies, and intelligent palatability solutions [6] - A recent product, "NUTRIFUSE super-soluble krill fish oil," demonstrates the company's ability to innovate by improving absorption efficiency and flavor, achieving a 91% preference rate among cats [6] Competitive Advantage - The company's core competencies include precise solution capabilities driven by deep market insights, strong R&D barriers supported by technological accumulation, and collaborative synergies from its customer network [8] - The company has established a specialized research system covering eight functional areas, enabling it to quickly address unmet needs in pet health [8] Market Potential - The domestic pet consumption reached 77.375 billion in the first half of 2025, with a year-on-year growth of 8.84%, indicating substantial growth potential in the pet health market [9] - The pet ownership rate in China is approximately 20%, significantly lower than the nearly 70% in the U.S., suggesting considerable room for growth [9] - The company plans to leverage its Shantou pet factory to quickly launch a differentiated product matrix and aims to create long-term competitive advantages in the pet health sector [9]

Market Overview - On August 20, the food processing sector rose by 0.77% compared to the previous trading day, with Xianle Health leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Key Performers - Xianle Health (300791) closed at 24.94, with a gain of 5.23% and a trading volume of 121,000 shares, amounting to a transaction value of 297 million yuan [1] - Gai Shi Food (836826) closed at 13.29, up 4.24%, with a trading volume of 126,200 shares and a transaction value of 167 million yuan [1] - Huifa Food (603536) closed at 9.94, increasing by 3.54%, with a trading volume of 200,800 shares and a transaction value of 198 million yuan [1] Fund Flow Analysis - The food processing sector saw a net inflow of 44.04 million yuan from institutional investors, while retail investors experienced a net outflow of 29.46 million yuan [2] - Major stocks like Xiwang Food (000639) had a net inflow of 22.14 million yuan from institutional investors, while Xianle Health (300791) saw a net inflow of 19.85 million yuan [3] Individual Stock Performance - Xianle Health had a net inflow of 1,985,270 yuan from institutional investors, with a retail net outflow of 3,655,300 yuan [3] - Xiwang Food experienced a net inflow of 2,214,520 yuan from institutional investors, while retail investors had a net outflow of 821,620 yuan [3] - Anji Food (603345) had a net inflow of 1,344,120 yuan from institutional investors, with a retail net outflow of 886,470 yuan [3]

2025年7月初， 仙乐健康 发布一则公告。公司董事、副总经理姚某民和董事杨某相继宣布减持计划，拟 分别减持不超过201.95万股和248.15万股，合计占公司总股本比例达1.47%。减持窗口定为2025年7月25 日至10月24日，将通过大宗交易或集中竞价方式进行。 公告中"个人资金需求"的官方解释，未能平息市场疑虑。就在消息发布后的首个交易日，仙乐健康股价 应声下跌，延续了此前的不稳定走势。 减持风波与历史阴霾 根据公告，持有仙乐健康股份8,077,953股（约占公司总股本2.63%）的公司董事、副总经理姚某民计划 在公告披露之日起十五个交易日后的三个月内以大宗交易或集中竞价方式减持公司股份不超过 2,019,489股（约占公司总股本0.66%）。若计划实施期间有送股、资本公积金转增股本等股份变动事 项，减持股份数量将相应进行调整。公司董事、副总经理姚某民股份来源于公司首次公开发行股票并上 市前持有的股份（包括公司首次公开发行股票并上市后以资本公积转增股本部分）。 持有仙乐健康股份9,925,961股（约占公司总股本3.24%）的公司董事杨某计划在公告披露之日起十五个 交易日后的三个月内以大宗交易或集中竞 ...

Core Insights - The food processing sector experienced a rise of 0.55% on August 18, with *ST Chuntian leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Food Processing Sector Performance - *ST Chuntian (600381) closed at 4.41, up 5.00% with a trading volume of 66,600 shares and a transaction value of 29.13 million yuan [1] - Other notable performers included: - Jiaoda Onl (600530) at 60.8, up 3.85% with a transaction value of 148 million yuan [1] - Quandawei (002626) at 19.65, up 3.37% with a transaction value of 409 million yuan [1] - Gais Food (836826) at 12.50, up 2.88% with a transaction value of 55.46 million yuan [1] Capital Flow Analysis - The food processing sector saw a net outflow of 96.40 million yuan from institutional investors, while retail investors experienced a net outflow of 8.41 million yuan [2] - Conversely, speculative funds recorded a net inflow of 105 million yuan [2] Individual Stock Capital Flow - Sanquan Foods (002216) had a net inflow of 14.49 million yuan from institutional investors, while it faced a net outflow of 11.44 million yuan from speculative funds [3] - *ST Chuntian (600381) saw a net inflow of 9.27 million yuan from institutional investors, with a net outflow of 2.68 million yuan from speculative funds [3] - Other stocks like Hai Xin Foods (002702) and Jiao Da Onl (600530) also showed varied capital flows, indicating mixed investor sentiment [3]

Market Overview - On August 15, the food processing sector rose by 0.84%, led by *ST Chuntian [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Stock Performance - The top-performing stocks in the food processing sector included: - *ST Chuntian: Closed at 4.20, up 2.19% with a trading volume of 83,500 shares and a turnover of 34.68 million yuan [1] - Jindawei: Closed at 19.01, up 1.77% with a trading volume of 67,300 shares and a turnover of 127 million yuan [1] - Jiyuan Group: Closed at 30.32, up 1.27% with a trading volume of 30,900 shares and a turnover of 93.08 million yuan [1] - Other notable stocks included: - Xianle Health: Closed at 23.22, up 1.26% [1] - Kangbiter: Closed at 21.81, up 1.25% [1] Capital Flow - The food processing sector saw a net inflow of 51.53 million yuan from institutional investors, while retail investors experienced a net outflow of 91.07 million yuan [2] - The main capital inflows were observed in: - Shuanghui Development: Net inflow of 21.84 million yuan from institutional investors [3] - Jindawei: Net inflow of 16.96 million yuan from institutional investors [3] - Tangchen Beijian: Net inflow of 13.28 million yuan from institutional investors [3]