证券之星消息，8月14日调味发酵品板块较上一交易日上涨0.25%，天味食品领涨。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。调味发酵品板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603317 天味食品 | | -3930.38万 | 12.76% | -516.11万 | -1.68% | -3414.26万 | -11.08% | | 603288 海天味业 | | 3597.68万 | 3.72% | -1649.68万 | -1.71% | -1947.99万 | -2.01% | | 600872 中炬高新 | | 1058.38万 | 3.19% | 460.46万 | 1.39% | -1518.83万 | -4.58% | | 002495 佳隆股份 | | 580.47万 | 7.82% | -150.47万 | -2. ...

Market Overview - The seasoning and fermentation sector increased by 0.3% on August 4, with Zhongjing Food leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Individual Stock Performance - Zhongjing Food (300908) closed at 30.34, with a rise of 1.85% and a trading volume of 25,000 shares, totaling a transaction value of 75.51 million yuan [1] - Jialong Co. (002495) rose by 1.52% to close at 2.67, with a trading volume of 206,000 shares and a transaction value of 54.62 million yuan [1] - Other notable performers include: - Richen Co. (603755) up 1.09% to 27.01 [1] - Anji Food (603696) up 1.04% to 10.73 [1] - Angel Yeast (600298) up 0.93% to 34.56 [1] - Haitian Flavoring (603288) up 0.45% to 38.26 [1] Capital Flow Analysis - The seasoning and fermentation sector experienced a net outflow of 52.09 million yuan from institutional investors, while retail investors saw a net inflow of 66.04 million yuan [2] - The capital flow for individual stocks shows: - Haitian Flavoring had a net inflow of 11.84 million yuan from institutional investors [3] - Zhongjing Food had a net inflow of 1.35 million yuan from institutional investors [3] - Jialong Co. had a net inflow of 1.02 million yuan from retail investors [3]

Core Viewpoint - The company is attempting to enter the health food market with its newly developed product "Zhongjing Yuanqi Ginseng" as its growth in mushroom sauce sales slows down [1][5]. Group 1: Company Strategy and Product Development - Zhongjing Foods has announced the development of its first ready-to-eat health product, "Zhongjing Yuanqi Ginseng," aiming to leverage its brand advantage in the health food sector [1][2]. - The company emphasizes a product philosophy of "good ingredients, good taste," focusing on high-quality raw materials and modern extraction techniques to enhance consumer trust [1][3]. - The company plans to expand into health products that integrate food and medicine, exploring sustainable development paths [1][5]. Group 2: Financial Performance and Challenges - Zhongjing Foods has experienced a slowdown in revenue growth, with revenue increasing from 994 million yuan in 2023 to 1.098 billion yuan in 2024, a decline in growth rate from 12.77% to 10.4% [3][4]. - The net profit growth has sharply decreased from 36.72% in 2023 to just 1.81% in 2024, indicating a significant pressure on profitability [3][4]. - The company's gross margin for its main business has declined from 41.62% in 2023 to 39.19% in 2024, while sales expenses surged to 180 million yuan, a 21.02% increase [4][5]. Group 3: Market Context and Future Outlook - The health food market in China is projected to reach 1.2 trillion yuan by 2025, with a compound annual growth rate exceeding 15% [5]. - Despite the promising market size, industry experts believe that Zhongjing Foods is currently facing challenges in growth and profitability, making it difficult for the new health product strategy to yield immediate results [5].

Core Viewpoint - Zhongjing Food is attempting to enter the health food market with its newly developed product "Zhongjing Yuanqi Ginseng" as its growth in mushroom sauce sales slows down [1][2] Group 1: Company Overview - Zhongjing Food's major shareholder is Henan Wanxi Holdings Co., Ltd., which holds 37.44% of the shares, and is controlled by the "Wanxi" family [2] - The company has maintained continuous revenue growth in the mushroom sauce category for 11 years, but is now facing a slowdown in performance [3] Group 2: Financial Performance - In 2023 and 2024, Zhongjing Food achieved revenues of 994 million and 1.098 billion respectively, with growth rates declining from 12.77% to 10.4% [3] - The net profit for 2024 was 175 million, showing a significant drop in growth rate from 36.72% to 1.81% [3] - In Q1 2025, the company reported revenues of 280 million, a year-on-year increase of only 1.1%, while net profit decreased by 4.8% to 48 million [3] Group 3: Cost and Margin Challenges - The gross margin for Zhongjing Food's main business dropped from 41.62% in 2023 to 39.19% in 2024 [4] - Sales expenses surged to 180 million in 2024, a 21.02% increase, with marketing costs rising by 40.45% to 75.58 million [4] Group 4: Market Strategy and Future Outlook - Zhongjing Food is shifting its focus to the health food sector, aiming to leverage its brand advantages and explore new growth paths [1][5] - The health food market in China is projected to reach 1.2 trillion by 2025, with a compound annual growth rate exceeding 15% [5] - Despite the potential in the health food sector, the company is currently struggling with traditional business growth and profitability challenges [5]

证券之星消息，7月29日调味发酵品板块较上一交易日下跌0.31%，仲景食品领跌。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。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) | | --- | --- | --- | --- | --- | --- | | 002650 | ST加加 | 6.16 | 1.32% | 7.73万 | 4746.76万 | | 603027 | 千禾味业 | 12.49 | 0.40% | 15.04万 | 1.86亿 | | 600305 | 恒顺醋业 | 7.84 | 0.26% | 1 6.86万 | 5356.99万 | | 603170 | 宝立食品 | 12.71 | 0.24% | - 3.11万 | 3939.28万 | | 600298 | 安頂酵母 | 34.80 | 0.20% | 9.17万 | 3.17亿 | | 831726 | 朱老六 | 20.78 | 0.05% | 1.64万 | 3437.33万 | | 603755 | 日 ...

证券代码：300908 证券简称：仲景食品 公告编号：2025-031 仲景食品股份有限公司 关于控股股东、部分董事、监事减持计划期限届满的公告 公司控股股东河南省宛西控股股份有限公司、董事杨丽女士、董事李明黎先 生、监事摆向荣女士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 3 月 20 日披露了《关 于控股股东、部分董事、监事减持股份的预披露公告》（公告编号：2025-002）， 公司控股股东河南省宛西控股股份有限公司（以下简称"宛西控股"）计划以集 中竞价、大宗交易的方式减持公司股份合计不超过 4,380,000 股（占公司总股 本比例 3%），董事杨丽女士计划以集中竞价方式减持公司股份不超过 500,000 股（占公司总股本比例 0.34%），董事李明黎先生计划以集中竞价方式减持公司 股份不超过 200,000 股（占公司总股本比例 0.14%），监事摆向荣女士计划以集 中竞价方式减持公司股份不超过 250,000 股（占公司总股本比例 0 ...

Core Points - The controlling shareholder, Henan Wanshi Holdings Co., Ltd., plans to reduce its stake in Zhongjing Food Co., Ltd. by up to 4,380,000 shares, representing a maximum of 3% of the total share capital [1] - From July 7 to July 9, 2025, Wanshi Holdings reduced its holdings by 531,710 shares, decreasing its ownership from 54.30% to 53.94%, which triggers a 1% change in equity [1] - The total number of shares held by Wanshi Holdings before the reduction was 55,189,890, which decreased to 54,658,180 after the transaction [1] Summary by Sections Shareholder Information - The shareholder involved in the equity change is Henan Wanshi Holdings Co., Ltd., located in Xixia County, Henan Province [1] - The equity change occurred between July 7 and July 9, 2025 [1] Share Reduction Details - The reduction was executed through centralized bidding, with a total of 531,710 shares sold, equating to a 0.36% decrease in ownership [1] - The shareholding structure post-reduction shows Wanshi Holdings holding 54,658,180 shares, which is 37.44% of the total share capital [1] Compliance and Regulations - The reduction aligns with previously disclosed intentions and commitments, and there are no violations of relevant laws or regulations [2] - The announcement confirms that there are no shares that cannot exercise voting rights as per the Securities Law [2]

仲景食品股份有限公司（以下简称"公司"）于 2025 年 3 月 20 日披露了《关 于控股股东、部分董事、监事减持股份的预披露公告》（公告编号：2025-002）， 公司控股股东河南省宛西控股股份有限公司（以下简称"宛西控股"）计划以集 中竞价、大宗交易的方式合计减持公司股份不超过 4,380,000 股，不超过公司总 股本的 3%。 证券代码：300908 证券简称：仲景食品 公告编号：2025-030 仲景食品股份有限公司 关于控股股东及其一致行动人权益变动触及 1%整数倍的公告 股东河南省宛西控股股份有限公司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、误导性陈述或者重大遗漏。 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。 公司于近日收到宛西控股出具的《减持公司股份告知函》，宛西控股于 2025 年 7 月 7 日至 2025 年 7 月 9 日，通过集中竞价方式合计减持公司股份 531,710 股，宛西控股及其一致行动人持有公司股份比例由 54.30%减少至 53.94%，权益 变动触及 1%的整数倍。现将具体情况公告如下： | 1、基本情况 | | | | | ...

Core Viewpoint - The announcement details the share reduction by the controlling shareholder of Zhongjing Food, indicating a planned reduction of up to 4,380,000 shares, which is 3% of the total share capital, and highlights the recent shareholding changes and the company's financial background [1][2]. Group 1: Shareholding Changes - The controlling shareholder, Henan Wanshi Holdings Co., Ltd., reduced its shareholding from 38.75% to 37.80%, amounting to a decrease of 1,378,910 shares, which is a reduction of 0.94% [1][2]. - The weighted average price of Zhongjing Food's shares during the reduction period (May 28 to July 3, 2025) was 29.91 yuan, resulting in a total reduction amount of 41.24 million yuan [1]. Group 2: Company Background - Zhongjing Food was listed on the Shenzhen Stock Exchange's Growth Enterprise Market on November 23, 2020, with a total public offering of 25 million shares, accounting for 25% of the total shares post-issue [2]. - The company raised a total of 993.5 million yuan, with a net amount of 912.75 million yuan after deducting issuance costs, exceeding the original fundraising plan by 420.75 million yuan [3]. - The funds raised are intended for various projects, including the production line for seasoning sauces and the construction of seasoning ingredient production lines [3]. Group 3: Financial Information - The issuance costs for Zhongjing Food amounted to 80.75 million yuan, with the underwriting fees to Guojin Securities totaling 67.50 million yuan [4]. - The company announced a stock bonus of 4.6 shares for every 10 shares held, along with a pre-tax dividend of 10 yuan, with the record date set for May 13, 2024 [4].

Core Viewpoint - The announcement details the reduction of shares by the controlling shareholder, Henan Wanshi Holdings Co., Ltd., which has decreased its stake in Zhongjing Food Co., Ltd. from 38.75% to 37.80% through the sale of 1,378,910 shares, representing a 0.94% reduction in total shareholding [1][2]. Group 1: Shareholder Reduction Details - Henan Wanshi Holdings planned to reduce its shares by up to 4,380,000 shares, not exceeding 3% of the total share capital [1]. - The reduction occurred between May 28, 2025, and July 3, 2025, through centralized bidding and block trading [1]. - Following the reduction, Henan Wanshi Holdings holds 55,189,890 shares, which is 37.80% of the total share capital [1]. Group 2: Compliance and Regulations - The reduction aligns with previously disclosed intentions and commitments, and it remains within the planned reduction range [2]. - There are no violations of the Securities Law or other regulatory requirements noted in the announcement [2]. - The announcement confirms that there are no shares that cannot exercise voting rights as per the relevant regulations [2].