Group 1 - Aike Technology (688092.SH) shareholders plan to reduce their holdings by up to 826,906 shares, accounting for 1.00% of the total share capital within three months after 15 trading days from the announcement [1] - Aike Cyber (688719.SH) executives plan to reduce their holdings by up to 2.1927% of the total share capital, totaling 2,530,000 shares within three months after 15 trading days from the announcement [1] - Anpeilong (301413.SZ) shareholders plan to reduce their holdings by up to 2,952,058 shares, representing 3% of the total share capital [1] Group 2 - Chaohongji (002345.SZ) shareholders plan to reduce their holdings by up to 26,655,380 shares, accounting for 3% of the total share capital within three months after 15 trading days from the announcement [2] - Chunguang Technology (603657.SH) plans to reduce its holdings by up to 1,000,000 shares, representing 0.73% of the total share capital [2] - Dahongli (300865.SZ) controlling shareholder plans to reduce his holdings by 136,150 shares, accounting for 1.4230% of the total share capital [2] Group 3 - Electric Link Technology (300679.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 15,000 to 78,000 shares [2] - Guangge Technology (688450.SH) shareholders plan to reduce their holdings by a total of 990,000 shares, representing 1.50% of the total share capital [2] - Guorui Technology (300600.SZ) shareholders plan to reduce their holdings by 8,827,034 shares, accounting for 3% of the total share capital [3] Group 4 - Hailier (603639.SH) shareholders plan to reduce their holdings by up to 1,200,000 shares, representing 1% of the total share capital [3] - Haotong Technology (301026.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 20,965 to 47,250 shares [3] - Huamao Logistics (603128.SH) executives have reduced their holdings by 272,000 shares, while other executives did not reduce their holdings [3] Group 5 - Jiamei Packaging (002969.SZ) shareholders plan to reduce their holdings by a total of 9,483,239 shares, accounting for 1.00% of the total share capital [4] - Jiangsu Boyun (301003.SZ) shareholders plan to reduce their holdings by up to 971,333 shares through centralized bidding and 1,942,666 shares through block trading [4] - Jinchicken Co., Ltd. (300798.SZ) shareholders plan to reduce their holdings by 14,000,000 shares, representing 2.99% of the total share capital [4] Group 6 - Jingfang Technology (603005.SH) shareholders plan to reduce their holdings by up to 13,043,400 shares, accounting for 2% of the total share capital [5] - Jingjin Electric (688280.SH) shareholders plan to reduce their holdings through centralized bidding or block trading [5] - Kolon New Materials (920098) shareholders have not implemented reductions, while another shareholder reduced holdings by 651,667 shares, representing 0.8014% of the total share capital [5] Group 7 - Liangpinpuzi (603719.SH) shareholders plan to reduce their holdings by 4,010,000 shares, accounting for 1% of the total share capital [6] - Mike Audi (300341.SZ) executives plan to reduce their holdings by 546,350 shares, representing 0.11% of the total share capital [6] - Pinwa Food (300892.SZ) shareholders reduced their holdings by 711,300 shares, accounting for 0.72% of the total share capital [6] Group 8 - Qiu Le Seed Industry (831087.BJ) shareholders plan to reduce their holdings by up to 3,300,000 shares, representing no more than 1.9975% of the total share capital [6] - Qiu Tianwei (300939.SZ) shareholders reduced their holdings by 1,100,000 shares, accounting for 0.93% of the total share capital [6] - Rejing Bio (688068.SH) shareholders plan to reduce their holdings by 1,800,000 shares, representing 1.9416% of the total share capital [7] Group 9 - Saike Xide (688338.SH) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 250,000 to 235,000 shares [7] - Wancheng Group (300972.SZ) executives plan to reduce their holdings through centralized bidding [7] - Wentai Technology (600745.SH) shareholders plan to reduce their holdings by up to 24,891,577 shares through block trading and 12,445,788 shares through centralized bidding [7] Group 10 - Xiechuang Data (300857.SZ) executives plan to reduce their holdings by specified amounts, with individual reductions not exceeding 10,500 to 18,900 shares [8] - Xinhongze (002836.SZ) controlling shareholder reduced holdings by 1,895,300 shares, decreasing ownership from 63.74% to 62.91% [8] - Panda Dairy (300898.SZ) shareholders reduced their holdings by 884,470 shares, accounting for 0.7133% of the total share capital [8] Group 11 - Oat Technology (688312.SH) controlling shareholder plans to reduce holdings by up to 2,912,000 shares, representing no more than 2% of the total share capital [9] - Youningwei (301166.SZ) shareholders plan to reduce their holdings by 1,208,500 shares, accounting for 1.41% of the total share capital [9] - Yuhua Tian (300815.SZ) shareholders plan to reduce their holdings by up to 23,915,520 shares, representing no more than 6.00% of the total share capital [9] Group 12 - Zhangzidao (002069.SZ) shareholders plan to reduce their holdings by up to 7,111,000 shares, accounting for no more than 1% of the total share capital [9] - Zhishang Technology (301486.SZ) shareholders reduced their holdings by 1,245,300 shares, accounting for 0.9677% of the total share capital [10] - Zhongjing Electronics (002579.SZ) shareholders plan to reduce their holdings by up to 6,000,000 shares through centralized bidding or block trading [10]

Group 1 - The major shareholder, Wu Baigeng, reduced his stake in Pinwa Food Co., Ltd. by 711,300 shares, representing 0.72% of the total share capital, bringing his ownership down from 13.60% to 12.88% [1] - The reduction occurred on June 4, 2025, through centralized bidding and block trading [1] - The reduction aligns with the previously disclosed share reduction plan, and the total number of shares reduced is within the announced range [1] Group 2 - The company confirms that the information provided by the major shareholder is true, accurate, and complete, with no false records or misleading statements [1] - The announcement is in compliance with the relevant laws and regulations, including the Securities Law and the Management Measures for the Acquisition of Listed Companies [2]

证券代码：300892 证券简称：品渥食品 公告编号：2025-024 品渥食品股份有限公司 关于持股5%以上的股东减持股份 触及1%整数倍的公告 公司持股5%以上的股东吴柏赓保证向本公司提供的信息内容的 真实、准确和完整，没有虚假记载、误导性陈述或重大遗漏。 | 4、承诺、计划等履行情况 | | --- | | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | | | 公司已于 年 28 日在巨潮资讯网 | 2025 | 4 | 月 | | | | （http://www.cninfo.com.cn）披露了《关于持股 | | | | 5% | | 本次变动是否为履行已 | 以上的股东股份减持计划的预披露公告》（公告编 | | | | | | 作出的承诺、意向、计划 | 号：2025-017）。股东吴柏赓先生的股份减持情况 | | | | | | | 与此前已披露的减持计划一致，减持数量在已披露 | | | | | | | 减持计划范围内，截至本公告披露日，本次减持计 | | | | | | 本次变动是否存在违反 | 划尚未履行完毕。 | | | | ...

Market Overview - A-shares experienced a strong rally on the 4th, with the ChiNext Index rising over 1% and the Hang Seng Index closing up 0.6% [1] - The three major indices showed fluctuations during the day, with the Shanghai Composite Index up 0.42% to 3376.2 points, the Shenzhen Component Index up 0.87% to 10144.58 points, and the ChiNext Index up 1.11% to 2024.93 points [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 11,776 billion [1] Consumer Sector Performance - The consumer sector saw a collective surge, particularly in tourism and food and beverage stocks, with several stocks hitting the daily limit [1][3] - Notable performers included Youyou Foods, which hit the daily limit for two consecutive days, and other companies like Xiangpiaopiao and Ximai Foods also reached their daily limit [1][3] - The food and beverage sector showed strong performance, with Pinwa Foods rising nearly 13% and Yanjinpuzi approaching a historical high of 100 yuan [3] Tobacco Sector Activity - The tobacco sector experienced significant gains, with stocks like Huabao International and Simoer International rising approximately 13% [6][10] - The recent regulatory changes regarding e-cigarettes are expected to benefit compliant companies, enhancing their market share and profitability [6] Solid-State Battery Sector Growth - The solid-state battery concept saw a strong rise, with Kexin Co. hitting the daily limit with a 20% increase [8] - The demand for solid-state batteries is expected to grow due to applications in electric vehicles, low-altitude economy, and robotics [11] - The market for solid-state batteries is projected to exceed 250 billion yuan by 2030, with significant penetration in the overall lithium battery market [11] Investment Trends - Analysts suggest a shift in investment logic towards consumer sectors, emphasizing rational consumption, quality upgrades, and new consumption opportunities driven by technological advancements [5] - The traditional consumer sectors are showing signs of recovery, with many sub-industries expected to see a bottoming out in the second quarter [5]

Core Insights - The beer sector experienced a significant increase of 3.85%, leading the concept sectors in terms of growth, with 24 stocks rising, including notable gainers such as Jiamei Packaging, Yongshuntai, and Lehui International, which hit the daily limit up [1][2] Sector Performance - The beer concept was the top-performing sector today, with a rise of 3.85%, while other sectors like military restructuring and glyphosate saw declines of -0.34% and -0.26% respectively [2] - Major gainers in the beer sector included: - Pinwo Food: +12.84% - Huichuan Beer: +7.03% - China Haicheng: +5.50% [1] Capital Flow - The beer sector attracted a net inflow of 488 million yuan from main funds, with 17 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow [2][3] - The top stocks by net inflow included: - Emei Mountain A: 209 million yuan - Yongshuntai: 109 million yuan - Jiamei Packaging: 54 million yuan [2] Stock Performance - Key stocks in the beer sector with notable performance included: - Emei Mountain A: +10.00% with a net inflow ratio of 30.30% - Yongshuntai: +10.01% with a net inflow ratio of 18.06% - Jiamei Packaging: +10.12% with a net inflow ratio of 30.81% [3][4] - Other stocks with positive movement included: - Pinwo Food: +12.84% - China Haicheng: +5.50% [1][4]

Group 1: Market Performance - Major indices experienced a rebound on June 4, with the Shanghai Composite Index rising by 0.42%, the Shenzhen Component Index by 0.87%, and the ChiNext Index by 1.11% [2] - Over 3,700 stocks in the Shanghai and Shenzhen markets saw gains, with a total trading volume of approximately 1.15 trillion yuan [2] Group 2: Beauty and Personal Care Sector - The beauty and personal care sector showed strong performance, with companies like Haoyue Care rising by 10% and Jinbo Biological by 7.36% [2] - A report from China Merchants Securities indicated that the cosmetics sector will continue to see performance differentiation in 2024 and Q1 2025, with leading domestic brands benefiting from competitive pricing and differentiated products [2] Group 3: AI and CPO Technology - Companies involved in AI and CPO technology saw significant gains, with Taicheng Light rising by 14.88% and Xinyi Sheng by over 7% [2][3] - Yole's report predicts that the CPO market will grow from $46 million in 2024 to $8.1 billion by 2030, with a compound annual growth rate of 137% [3] Group 4: Beer Industry - The beer sector also showed strength, with companies like Pinwo Food rising by 12.84% and Huichuan Beer by over 7% [3] - Analysts noted that the beer industry is in the late stage of capital expenditure, with potential for increased dividend payouts from state-owned enterprises [3] Group 5: Battery and Solid-State Battery Sector - The battery and solid-state battery sectors were active, with Keheng Co. rising by 20% and Nord Co. by 10% [4] - Solid-state batteries are expected to start vehicle verification by 2027 and achieve mass production by 2030, with projected shipments exceeding 65 GWh by that year [4] Group 6: Declining Sectors - The logistics and airport shipping sectors faced declines, with companies like China Eastern Airlines and Shentong Express experiencing downturns [5]

Market Overview - The Shanghai Composite Index closed at 3376.58 points, above the five-day moving average, with an increase of 0.43% [1] - The total trading volume of A-shares reached 742.505 billion yuan [1] Stocks Performance - A total of 1307 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Keheng Co., Ltd. (300340) with a deviation rate of 14.75% and a daily increase of 20.02% [1] - Taicheng Light (300570) with a deviation rate of 10.38% and a daily increase of 14.14% [1] - Pinwo Food (300892) with a deviation rate of 9.59% and a daily increase of 13.08% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Kunlun Technology (831152) with a deviation rate of 9.36% and a daily increase of 13.26% [1] - Fengfan Co., Ltd. (601700) with a deviation rate of 7.43% and a daily increase of 9.91% [1] - Chuan Yi Technology (002866) with a deviation rate of 7.38% and a daily increase of 9.98% [1]

Group 1 - The beverage manufacturing sector in A-shares has shown a short-term strength, with notable stocks such as Xiangpiaopiao hitting the daily limit, and Pinwo Foods increasing by over 7% [1] - Other companies in the sector, including Junyao Health, Huichuan Beer, Huangshi Group, Zhujiang Beer, and Zhuangyuan Pasture, also experienced significant gains, with Junyao Health rising by over 5% [1]

本次权益变动后，吴柏赓先生持有公司股份占公司总股本的比例由 14.37% 减少至 13.60%，持股比例变动触及 1%的整数倍，现将有关情况公告如下： | 1、基本情况 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 信息披露义务人 | 吴柏赓 | | | | | | | 住所 | 上海市松江区*** | | | | | | | 权益变动时间 | 2025 年 月 | 5 | 27 日-2025 | 年 | 5 月 | 28 日 | | 股票简称 | 品渥食品 | | 股票代码 | | 300892 | | | 变动类型 | 增加 减少 | | 一致行动 人 | | 有 | 无 | | 是否为第一大股东或实际控制人 | | | 是 | 否 | | | | 2、本次权益变动情况 | | | | | | | | 股份种类 | 减持股数（万股） | | | | 减持比例（%） | | | 股 A | 75.54 | | | | 0.77 | | | 合计 | 75.54 | | | | 0.77 | | | 本次权益变动方式 | 通 ...

证券代码：300892 证券简称：品渥食品 公告编号：2025-022 品渥食品股份有限公司 董事会 关于变更持续督导保荐代表人的公告 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"）于近日收到中信建投证券股份 有限公司（以下简称"中信建投"）出具的《关于变更品渥食品股份有限公司首 次公开发行股票并上市持续督导保荐代表人的函》。中信建投委派的保荐代表人 冷鲲先生因个人工作调整，不再继续担任公司持续督导工作的保荐代表人。 为保证公司持续督导工作的有序进行，中信建投现委派保荐代表人张胜先生 （简历见附件）接替冷鲲先生担任公司首次公开发行股票并上市的保荐代表人， 并继续履行相关职责。 此次变更后，公司首次公开发行股票并上市项目的保荐代表人为王志丹先生 和张胜先生，持续督导期至中国证券监督管理委员会和深圳证券交易所规定的持 续督导义务结束为止。中信建投作为公司首次公开发行股票并上市的保荐机构， 持续督导期至 2023 年 12 月 31 日。因公司 IPO 项目募集资金尚未使用完毕，中 信建投继续对公司尚未使用完毕的募集资金的存 ...