证券之星消息，1月27日调味发酵品板块较上一交易日下跌1.2%，天味食品领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。调味发酵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) | | | --- | --- | --- | --- | --- | --- | --- | | 603317 | 天味食品 | 12.56 | -3.98% | 9.06万 | | 1.15亿 | | 603170 | 宝立食品 | 14.04 | -3.44% | 5.98万 | | 8421.45万 | | 603027 | 千禾味业 | 9.89 | -2.47% | 20.64万 | | 2.04亿 | | 600186 | 连花控股 | 6.10 | -2.40% | ﯾﺎ 57.11万 | | 3.49亿 | | 002507 | 洁陵榨菜 | 13.02 | -1.96% | 16.39万 | | 2.14亿 | | 600305 | 恒顺醋业 | 8.02 | -1.60% | 11.92万 | | 958 ...

仲景食品（300908.SZ）1月22日在投资者互动平台表示，公司核心产品仲景香菇酱、上海葱油已入驻盒 马鲜生全国直营门店及多个创新业态，近年来双方建立了稳定、高效的协同机制，合作持续深化。对于 山姆、开市客等国际商超，我们始终秉持开放态度，积极推动合作。 （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：贵公司与盒马生鲜超市是从什么时候开始合作的？年 销售额大概是多少？ ...

公司董事刘红玉先生保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 仲景食品股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日披露了《关 于董事减持股份的预披露公告》（公告编号：2025-039），公司董事刘红玉先生 计划自上述公告披露之日起 15 个交易日后的 3 个月内（即 2025 年 10 月 21 日至 2026 年 1 月 20 日）以集中竞价方式减持公司股份不超过 150,000 股（占公司总 股本比例 0.10%）。 公司于近日收到刘红玉先生出具的《股份减持计划实施情况的告知函》，截 至本公告披露日，刘红玉先生本次股份减持计划期限已届满。根据《上市公司股 东减持股份管理暂行办法》《深圳证券交易所上市公司自律监管指引第 18 号— —股东及董事、高级管理人员减持股份》等相关规定，现将减持计划实施情况公 告如下： 证券代码：300908 证券简称：仲景食品 公告编号：2026-002 仲景食品股份有限公司 关于董事减持计划期限届满暨实施情况的公告 3、本次减持计划的实施不会导致公司 ...

证券之星消息，1月21日调味发酵品板块较上一交易日下跌0.92%，安记食品领跌。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。调味发酵品板块个股涨跌见下表： 从资金流向上来看，当日调味发酵品板块主力资金净流出4777.85万元，游资资金净流入6922.17万元，散 户资金净流出2144.33万元。调味发酵品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002507 | 洁陵榨菜 | - 1020.83万 | 5.64% | 830.85万 | 4.59% | -1851.68万 | -10.22% | | 603288 海天味业 | | 637.35万 | 1.22% | 2762.02万 | 5.27% | -3399.37万 | -6.49% | | 603027 | 千禾味业 | 233.35万 | 1.95% | 200.99万 ...

证券代码：300908 证券简称：仲景食品 公告编号：2026-001 仲景食品股份有限公司 关于使用部分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的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 仲景食品股份有限公司（以下简称"公司"）于 2025 年 3 月 26 日召开第六 届董事会第十一次会议和第六届监事会第十次会议，审议通过了《关于使用闲置 自有资金进行现金管理的议案》，同意公司及子公司在不影响正常经营及确保资 金安全的前提下，使用额度不超过 78,000 万元的自有资金进行现金管理，使用 期限自董事会审议通过之日起至 2026 年 4 月 30 日。在上述额度和期限内，资金 可以滚动使用。具体内容详见公司在巨潮资讯网上披露的《关于使用闲置自有资 金进行现金管理的公告》（公告编号 2025-014）。 近日，公司使用闲置自有资金进行现金管理，现将具体情况公告如下： 二、关联关系说明 公司与中国银行股份有限公司西峡支行不存在关联关系。 三、现金管理风险及风险控制措施 （一）投资风险 1、虽然理财产品都经过严格的评估，但金融市场受宏观经济的影响较大，不 排除该项投资 ...

Group 1 - The seasoning and fermentation sector saw a slight increase of 0.11% on January 20, with Tianwei Food leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the seasoning and fermentation sector showed varied performance, with Tianwei Food closing at 13.51, up 2.66%, and other notable stocks like ST Jiajia and Jialong Co. also experiencing gains [1] Group 2 - The sector experienced a net outflow of 47.02 million yuan from institutional investors, while retail investors saw a net inflow of 41.85 million yuan [2] - The individual stock performance indicated that Hai Tian Wei Ye had a significant net outflow of 35.27 million yuan from institutional investors, while retail investors contributed a net inflow of 30.45 million yuan [3] - Other stocks like Jialong Co. and ST Jiajia had mixed net inflows and outflows from different investor categories, reflecting varied investor sentiment within the sector [3]

Market Overview - The seasoning and fermentation sector increased by 0.41% on January 19, with Zhu Laoliu leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Zhu Laoliu (code: 920726) closed at 25.02, up 5.44% with a trading volume of 97,800 shares and a transaction value of 236 million [1] - Qianhe Flavor (code: 603027) closed at 10.19, up 4.09% with a trading volume of 220,900 shares and a transaction value of 223 million [1] - Tianwei Food (code: 603317) closed at 13.16, up 3.70% with a trading volume of 107,300 shares and a transaction value of 140 million [1] - Other notable stocks include Baoli Food (code: 603170) up 3.46%, Jialong Co. (code: 002495) up 3.11%, and Zhongjing Food (code: 300908) up 2.24% [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 66.24 million from institutional investors, while retail investors saw a net inflow of 21.38 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Zhu Laoliu had a net outflow of 23.53 million from institutional investors, with a retail net inflow of 1.83 million [3] - Hai Tian Flavor (code: 603288) saw a net inflow of 16.67 million from institutional investors but a net outflow of 24.60 million from retail investors [3] - Hengshun Vinegar (code: 600305) had a net inflow of 12.32 million from institutional investors, while retail investors experienced a net outflow of 13.99 million [3]

Market Overview - The seasoning and fermentation sector experienced a decline of 1.29% on January 16, with Jialong Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the seasoning and fermentation sector included: - ST Jiajia (002650) with a closing price of 6.70, up 4.69% on a trading volume of 87,700 shares and a transaction value of 57.42 million yuan [1] - Zhu Laoliu (920726) closed at 23.73, up 4.54% with a trading volume of 92,600 shares and a transaction value of 214 million yuan [1] - Anji Food (603696) closed at 22.97, up 3.89% with a trading volume of 259,200 shares and a transaction value of 582 million yuan [1] - Decliners included: - Jialong Co., Ltd. (002495) closed at 2.57, down 2.65% with a trading volume of 296,900 shares and a transaction value exceeding 76.84 million yuan [2] - Lianhua Holdings (600186) closed at 6.08, down 2.41% with a trading volume of 726,100 shares and a transaction value of 444 million yuan [2] - Hai Tian Flavoring (603288) closed at 36.99, down 1.60% with a trading volume of 181,500 shares and a transaction value of 674 million yuan [2] Capital Flow - The seasoning and fermentation sector saw a net outflow of 254 million yuan from institutional investors, while retail investors contributed a net inflow of 158 million yuan [2] - The capital flow for specific stocks showed: - Zhu Laoliu (920726) had a net inflow of 15.38 million yuan from institutional investors [3] - ST Jiajia (002650) experienced a net outflow of 8.58 million yuan from institutional investors [3] - Anji Yeast (600298) had a net inflow of 6.59 million yuan from institutional investors [3]

Group 1: Market Overview - The market showed mixed performance with major indices fluctuating; the Shanghai Composite Index fell by 0.33% to 4112.60, while the Shenzhen Component rose by 0.41% to 14306.73 [4][7] - The total market turnover decreased significantly, exceeding 1 trillion yuan, indicating reduced trading activity [7][10] - The semiconductor industry chain showed strength, driven by TSMC's announcement of a capital expenditure forecast of $52 billion to $56 billion for 2026 [8][29] Group 2: Economic Insights - In 2025, the new social financing reached 3.56 trillion yuan, with new loans amounting to 1.627 trillion yuan [16][19] - The People's Bank of China lowered the interest rates on various structural monetary policy tools by 0.25 percentage points to support economic transformation [20][21] - The foreign exchange market in China recorded a trading volume of $42.6 trillion in 2025, with a net inflow of $30.21 billion [25][26] Group 3: Industry Dynamics - TSMC's capital expenditure for 2025 was approximately $40.9 billion, with expectations for continued strong demand for advanced process technologies [30][31] - The State Grid Corporation of China plans to invest 4 trillion yuan during the 14th Five-Year Plan period to enhance the new energy system [32][33] - The global revenue from non-gaming applications grew by 33.9% in 2025, indicating a shift in the mobile application economy [38][39] Group 4: Company Updates - Angel Yeast (600298.SH) is expanding its overseas operations and focusing on yeast protein business as a key growth driver [42] - Zhongjing Food (300908.SZ) maintains a solid core business but faces challenges with its Shanghai scallion oil product due to increased competition [44] - Shengnong Development (002299.SZ) expects a significant increase in net profit for 2025, projecting a growth of 89% to 97% [46] - CITIC Securities (600030.SH) reported a 38.46% increase in net profit for 2025, driven by a bullish domestic capital market [50][51]

（文章来源：证券日报） 证券日报网讯 1月15日，仲景食品在互动平台回答投资者提问时表示，公司西洋参系列产品，是首款核 心营养成分含量明确的西洋参健康饮品，实现了每袋产品含西洋参皂苷100mg，参香浓郁，微苦回甘， 适配咖啡、牛奶等饮品。 ...