从资金流向上来看，当日饮料乳品板块主力资金净流出6.27亿元，游资资金净流入1.82亿元，散户资金净 流入4.44亿元。饮料乳品板块个股资金流向见下表： 证券之星消息，9月12日饮料乳品板块较上一交易日下跌1.64%，品渥食品领跌。当日上证指数报收于 3883.69，上涨0.22%。深证成指报收于12996.38，上涨0.13%。饮料乳品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) | | | --- | --- | --- | --- | --- | --- | --- | | 300915 | 海融科技 | 26.95 | 0.97% | 2.26万 | | 6131.43万 | | 600300 | 维维股份 | 3.45 | 0.58% | 22.91万 | | 7877.75万 | | 002329 | 皇氏集团 | 3.89 | -0.26% | 16.73万 | | 6523.18万 | | 000848 | 承德露露 | 8.61 | -0.35% | - 4.95万 | | 4266.86万 | | 600887 | 伊利股份 | 28 ...

乳业概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300972 | 万辰集团 | -3.13 | 2.72 | -9922.08 | | 002183 | 怡亚通 | -0.21 | 2.94 | -8943.69 | | 300892 | 品渥食品 | 1.24 | 12.68 | -2179.72 | | 300898 | 熊猫乳品 | -2.03 | 10.01 | -2085.92 | | 600882 | 妙可蓝多 | -0.96 | 1.24 | -1538.47 | | 605179 | 一鸣食品 | -0.22 | 2.57 | -1116.43 | | 002946 | 新乳业 | -1.24 | 0.91 | -1078.75 | | 002329 | 皇氏集团 | 0.00 | 5.24 | -940.77 | | 605388 | 均瑶健康 | -0.67 | 4.98 | -894.02 | | 605337 | 李子园 | -0.92 | 2.99 | ...

证券代码：300892 证券简称：品渥食品 公告编号：2025-038 品渥食品股份有限公司 关于使用闲置募集资金及自有资金进行现金管理的 进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 品渥食品股份有限公司（以下简称"公司"）于 2025 年 8 月 21 日召开第三届 董事会第十次会议和第三届监事会第十次会议，分别审议通过了《关于使用部分 暂时闲置募集资金及自有资金进行现金管理的议案》，同意公司（含子公司）在 确保不影响公司正常运营和募集资金投资项目建设的情况下，使用合计不超过人 民币 2,500.00 万元（含本数）闲置募集资金和不超过人民币 30,000.00 万元（含 本数）闲置自有资金进行现金管理。在上述额度内，资金可以滚动使用，期限自 前次现金管理额度届满之日（即 2025 年 8 月 23 日）起 12 个月内有效。 具体内容详见公司 2025 年 8 月 22 日在巨潮资讯网（www.cninfo.com.cn） 上披露的《关于使用部分暂时闲置募集资金及自有资金进行现金管理的公告》（公 告编号：2025-032）。公司及子公司近日使 ...

9月9日，品渥食品盘中上涨2.05%，截至10:56，报39.30元/股，成交1.47亿元，换手率5.92%，总市值 39.30亿元。 资金流向方面，主力资金净流出354.93万元，特大单买入468.33万元，占比3.18%，卖出412.60万元，占 比2.80%；大单买入2071.31万元，占比14.06%，卖出2481.97万元，占比16.85%。 品渥食品所属申万行业为：食品饮料-饮料乳品-乳品。所属概念板块包括：社区团购、融资融券、电子 商务、新零售、多胎概念等。 截至6月30日，品渥食品股东户数1.52万，较上期增加13.87%；人均流通股4237股，较上期减少 12.18%。2025年1月-6月，品渥食品实现营业收入3.71亿元，同比减少8.69%；归母净利润1345.06万元， 同比增长181.65%。 分红方面，品渥食品A股上市后累计派现5590.04万元。近三年，累计派现990.04万元。 责任编辑：小浪快报 品渥食品今年以来股价涨23.19%，近5个交易日涨7.44%，近20日涨18.77%，近60日涨12.64%。 今年以来品渥食品已经2次登上龙虎榜，最近一次登上龙虎榜为4月21日，当日 ...

Group 1 - The core viewpoint of the news highlights a decline in China's dairy product production, with a reported decrease of 3.6% year-on-year in July 2025, resulting in a total production of 221,000 tons [1] - From January to July 2025, the cumulative production of dairy products in China reached 16.592 million tons, reflecting a decrease of 1% compared to the previous year [1] Group 2 - The companies mentioned in the news include Yili Group (600887), Bright Dairy (600597), San Yuan (600429), New Dairy (002946), Huangshi Group (002329), Yantang Dairy (002732), Zhuangyuan Pasture (002910), and Pinwo Foods (300892) [1] - The report referenced is the "2025-2031 China Dairy Product Industry Market Operation Status and Investment Prospect Trend Report" published by Zhiyan Consulting [1]

Group 1 - The dairy sector has seen a rise of 2.95%, making it the top-performing sector today, with 32 stocks increasing in value [1][2] - Notable gainers include Huanlejia, which hit a 20% limit up, and other companies like Pinwa Food and Qishi Dairy, which rose by 9.19% and 7.03% respectively [1][2] - The sector experienced a net inflow of 0.34 billion yuan from major funds, with Huanlejia leading the inflow at 1.10 billion yuan [2][3] Group 2 - The top stocks by net inflow ratio include Huanlejia at 18.29%, Weiweijia at 7.44%, and Huangshi Group at 7.34% [3] - Huanlejia also recorded a trading volume of 11,009.45 million yuan, with a turnover rate of 8.19% [3] - Other significant stocks in terms of net inflow include Yiyaton with 317.17 million yuan and Pinwa Food with 138.93 million yuan [2][3] Group 3 - The dairy sector's performance contrasts with other sectors, such as the National Big Fund, which saw a decline of 5.84% [2] - Stocks like Wancheng Group and *ST Tianshan faced significant declines of 4.11% and 4.02% respectively [1][2] - The overall market sentiment appears to favor the dairy sector amidst broader market fluctuations [2][5]

Market Overview - The beverage and dairy sector increased by 1.1% on September 4, with Huanlejia leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Top Performers - Huanlejia (300997) closed at 20.50, up 20.02% with a trading volume of 316,300 shares and a transaction value of 602 million yuan [1] - Pinwu Food (300892) closed at 38.96, up 9.19% with a trading volume of 131,400 shares and a transaction value of 501 million yuan [1] - Knight Dairy (832786) closed at 11.27, up 7.03% with a trading volume of 293,300 shares and a transaction value of 325 million yuan [1] Other Notable Stocks - Junyao Health (605388) closed at 9.03, up 5.99% with a trading volume of 1,751,500 shares and a transaction value of 667 million yuan [1] - Panda Dairy (300898) closed at 29.20, up 5.61% with a trading volume of 128,900 shares and a transaction value of 371 million yuan [1] - Yili Group (600887) closed at 28.16, up 0.90% with a trading volume of 1,946,300 shares and a transaction value of 2.655 billion yuan [2] Capital Flow - The beverage and dairy sector saw a net inflow of 137 million yuan from institutional investors, while retail investors experienced a net outflow of 1.33 billion yuan [2][3] - Huanlejia had a net inflow of 106 million yuan from institutional investors, but a net outflow of 54.47 million yuan from retail investors [3] - Yili Group had a net inflow of 8.5 million yuan from institutional investors, with a significant outflow of 182 million yuan from retail investors [3]

Core Viewpoint - The dairy sector in the A-share market is experiencing a notable upward trend, with several stocks showing significant gains despite broader market conditions [1]. Group 1: Stock Performance - Pinwo Food (品渥食品) increased by approximately 8.88%, with a total market capitalization of 3.885 billion [2]. - Junyao Health (均瑶健康) rose by 7.28%, reaching a market value of 5.488 billion [2]. - Knight Dairy (骑士乳业) saw a gain of 6.65%, with a market cap of 2.348 billion [2]. - Panda Dairy (熊猫乳品) grew by 5.21%, valued at 3.607 billion [2]. - Beiyinmei (贝因美) increased by 4.64%, with a market capitalization of 7.550 billion [2]. - Maiqu'er (麦趣尔) rose by 4.19%, valued at 1.646 billion [2]. - Western Pastoral (西部牧业) increased by 3.89%, with a market cap of 2.481 billion [2]. - Zhuangyuan Pastoral (庄园牧场) saw a rise of 3.81%, valued at 1.916 billion [2]. - Huangshi Group (皇氏集团) increased by 3.55%, with a market capitalization of 3.155 billion [2]. - Sunshine Dairy (阳光乳业) rose by 3.00% [1]. Group 2: Year-to-Date Performance - Pinwo Food has a year-to-date increase of 21.72% [2]. - Junyao Health has risen by 46.75% year-to-date [2]. - Knight Dairy shows a year-to-date increase of 59.97% [2]. - Beiyinmei has a year-to-date increase of 66.03% [2]. - Maiqu'er has risen by 20.69% year-to-date [2]. - Western Pastoral has a year-to-date increase of 33.71% [2]. - Zhuangyuan Pastoral shows a year-to-date increase of 30.15% [2]. - Huangshi Group has a year-to-date increase of 4.41% [2].

Group 1 - The new retail concept stocks in the A-share market are performing strongly, with significant gains observed in several companies [1] - Notable performers include Pinwo Food, which rose nearly 11%, and several others that hit the daily limit up [1] - The overall trend indicates a positive sentiment towards new retail stocks despite broader market conditions [1] Group 2 - Specific stock performance data shows Pinwo Food with a 10.71% increase and a total market capitalization of 3.95 billion [2] - Other companies like Gongxiao Daji and Huijia Times also saw increases of over 10%, with Gongxiao Daji having a market cap of 51.1 billion [2] - Year-to-date performance varies, with Guofang Group showing a remarkable 108.52% increase, while some companies like Gongxiao Daji have a negative year-to-date change of -17.97% [2]

（文章来源：每日经济新闻） 每经AI快讯，9月4日，食品饮料股午后持续拉升，欢乐家20%涨停，品渥食品涨超10%，熊猫乳品、均 瑶健康、一鸣食品涨幅居前。 ...