Market Overview - The beverage and dairy sector increased by 0.25% compared to the previous trading day, with Pinwo Food leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Aluminum Wine Foods (300892) with a closing price of 35.68, up 12.56% and a trading volume of 112,000 shares, totaling 380 million yuan [1] - Huanlejia (300997) closed at 31.80, up 6.32% with a trading volume of 248,700 shares, totaling 763 million yuan [1] - Zhuangyuan Pasture (002910) closed at 12.02, up 4.43% with a trading volume of 245,600 shares, totaling 290 million yuan [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 74.61 million yuan from institutional investors, while retail investors saw a net inflow of 55.31 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Key stocks and their capital flow include: - Pinwo Food (300892) had a net outflow of 44.43 million yuan from institutional investors, with retail investors also showing a net outflow of 26.15 million yuan [3] - Zhuangyuan Pasture (002910) saw a net inflow of 15.69 million yuan from institutional investors, while retail investors had a net outflow of 11.63 million yuan [3] - Knight Dairy (920786) experienced a net inflow of 11.26 million yuan from institutional investors, with a small net inflow from retail investors [3]

Group 1 - The core viewpoint of the news is that Pinwo Food's stock has shown a positive trend in early January, with a price increase of 2.05% and a market capitalization of 3.235 billion yuan [1] - As of January 12, the stock price of Pinwo Food is 32.35 yuan per share, with a trading volume of 66.08 million yuan and a turnover rate of 3.20% [1] - The net inflow of main funds is 3.53 million yuan, with significant buying from large orders amounting to 12.10 million yuan, indicating investor interest [1] Group 2 - Year-to-date, Pinwo Food's stock price has increased by 6.52%, with a 4.93% rise over the last five trading days [2] - The company was established on September 9, 1997, and went public on September 24, 2020, focusing on the development, import, and sales of food products, primarily dairy [2] - The main revenue composition of Pinwo Food includes 82.92% from dairy products, 16.72% from beer, and 0.37% from other sources [2] Group 3 - As of September 30, the number of shareholders for Pinwo Food is 13,600, a decrease of 10.59% from the previous period, while the average circulating shares per person increased by 11.85% to 4,739 shares [2] - For the period from January to September 2025, Pinwo Food reported a revenue of 589 million yuan, a year-on-year decrease of 7.69%, while the net profit attributable to shareholders increased by 312.18% to 12.15 million yuan [2] Group 4 - Pinwo Food has distributed a total of 55.90 million yuan in dividends since its A-share listing, with 9.90 million yuan distributed over the past three years [3]

Core Viewpoint - The Chinese dairy product industry is experiencing a decline in production, with a notable decrease in output for 2025 compared to previous years [1] Industry Summary - In November 2025, China's dairy product output was 243,000 tons, representing a year-on-year decrease of 2.7% [1] - From January to November 2025, the cumulative production of dairy products in China reached 2,685,000 tons, showing a cumulative decline of 1.2% [1] - The report by Zhiyan Consulting outlines the market operation status and investment prospects for the Chinese dairy product industry from 2026 to 2032 [1] Company Summary - Listed companies in the dairy sector include Yili Co., Ltd. (600887), Bright Dairy (600597), San Yuan (600429), New Dairy (002946), Huangshi Group (002329), Yantang Dairy (002732), Zhuangyuan Pasture (002910), and Pinwo Foods (300892) [1]

证券日报网讯1月7日，富吉瑞在互动平台回答投资者提问时表示，截至2025年12月10日，公司股东总户 数为4205户；截至2025年12月19日，公司股东总户数为4598户。 ...

截至2025年12月26日收盘，品渥食品(300892)报收于31.75元，下跌1.34%，换手率4.48%，成交量2.89万 手，成交额9226.72万元。 董秘最新回复 投资者： 请问贵公司作为A股"进口食品第一股"，目前公司进口业务占比多少，人民币的持续升值，对 公司的业务有何影响，进口成本降低是否能有效改善公司利润？ 投资者： 董秘您好，公司专注于进口食品品牌运营，请问人民币升值是否会对公司产生积极影响？谢 谢。 董秘： 投资者您好，公司主要产品为国外进口，人民币升值会降低产品采购的单价，对公司有正面影 响。公司的进口产品采购主要以欧元、新西兰元、美元计价。感谢您对本公司的关注。 当日关注点 董秘： 投资者您好，公司主要产品为国外进口，人民币升值会降低产品采购的单价，对公司的业绩有 正面影响，公司国外采购占比90%以上，具体数据已在定期报告中披露。感谢您对本公司的关注。 投资者： 你好，公司主营进口食品的运营，人民币升值是不是对公司有比较大的利好影响？ 董秘： 投资者您好，公司主要产品为国外进口，人民币升值会降低产品采购的单价，对公司有正面影 响。公司的进口产品采购主要以欧元、新西兰元、美元计价。感谢 ...

有投资者在互动平台向品渥食品提问："你好，公司主营进口食品的运营，人民币升值是不是对公司有 比较大的利好影响？" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 针对上述提问，品渥食品回应称："投资者您好，公司主要产品为国外进口，人民币升值会降低产品采 购的单价，对公司有正面影响。公司的进口产品采购主要以欧元、新西兰元、美元计价。感谢您对本公 司的关注。" ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司主营进口食品的运营，人民币升值是不是对公司 有比较大的利好影响？ 品渥食品（300892.SZ）12月26日在投资者互动平台表示，公司主要产品为国外进口，人民币升值会降 低产品采购的单价，对公司有正面影响。公司的进口产品采购主要以欧元、新西兰元、美元计价。 ...

品渥食品（300892.SZ）12月26日在投资者互动平台表示，公司主要产品为国外进口，人民币升值会降 低产品采购的单价，对公司的业绩有正面影响，公司国外采购占比90%以上，具体数据已在定期报告中 披露。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司作为A股"进口食品第一股"，目前公司进口 业务占比多少？ ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300892 | 铝酒食品 | 32.20 | -4.56% | 5.27万 | 1.72亿 | | 000825 | 太钢不锈 | 4.98 | -4.05% | 205.71万 | 10.32亿 | | 002067 | 高兴新 | 5.25 | -3.67% | 91.88万 | 4.85 Z | | 605090 | 九丰能源 | 36.70 | -3.27% | 1 31.28万 | 11.68亿 | | 601888 | 中国中免 | 16"88 | -2.39% | 134.03万 | 122.73亿 | | 002511 | 中顺洁桑 | 7.86 | -2.36% | 23.05万 | 1.82亿 | | 600567 | 山鹰国际 | 1.68 | -2.33% | 108.84万 | 1.84亿 | | 002221 | 东华能源 | 7.79 | -2.14% | 11.23万 | 8805.01万 | | 002707 | ...

Group 1 - The A-share market saw a decline in dairy stocks, with major companies like Zhuangyuan Pasture falling over 5% and Pinwa Food dropping nearly 4% [1] - Specific stock performance includes Zhuangyuan Pasture down 5.46% with a market cap of 2.777 billion, and Pinwa Food down 3.76% with a market cap of 3.247 billion [2] - Other notable declines include Xibu Muye down 2.79%, Junyao Health down 2.52%, and Maiqu'er down 2.31%, indicating a broader trend of falling dairy stocks [1][2] Group 2 - Year-to-date performance shows Zhuangyuan Pasture has increased by 88.58%, while Pinwa Food has only increased by 1.73% [2] - Xibu Muye has a year-to-date increase of 31.09%, and Junyao Health has increased by 30.37%, suggesting some companies are still performing well despite recent declines [2] - The MACD golden cross signal formation indicates potential for upward movement in some stocks, despite the current downturn [1]