以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日饮料乳品板块主力资金净流入6.14亿元，游资资金净流出2.01亿元，散户资金 净流出4.13亿元。饮料乳品板块个股资金流向见下表： 证券之星消息，12月15日饮料乳品板块较上一交易日上涨1.99%，欢乐家领涨。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。饮料乳品板块个股涨跌见下表： ...

乳制品方面，国信证券表示，随着年底临近，机构布局新财年，2026年看多食品饮料板块。其中，乳制 品方面需求平稳复苏，供给渐进出清，布局2026年供需迎来改善带来的向上弹性。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） （原标题：消费迎重磅利好！乳业概念大爆发，欢乐家20cm涨停） 12月15日，A股三大指数集体走低，深成指和创业板指均跌超1%。其中，消费板块大爆发，乳业概念 股集体异动。个股方面，欢乐家20cm涨停，皇氏集团、均瑶健康、南侨食品、阳光乳业涨停，贝因美 涨超8%跟涨。 消息面上，12月14日，商务部办公厅、中国人民银行办公厅、金融监管总局办公厅联合印发《关于加强 商务和金融协同 更大力度提振消费的通知》（以下简称《通知》），指导地方相关部门和金融机构加 强协同，精准施策推动惠民生和促消费紧密结合，形成提振和扩大消费的更大工作合力。《通知》围绕 商品消费、服务消费、新型消费、消费场景、消费帮扶等重点领域以及强机制、抓落实、促合力等关键 环节，提出三方面11条政策措施。 ...

欢乐家食品集团股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召 开第二届董事会第三十次会议和第二届监事会第二十一次会议，于 2025 年 4 月 18 日召开 2024 年年度股东大会，审议通过了《关于公司及子公司 2025 年度融 资和担保额度的议案》，同意就 2025 年度公司及子公司融资总额度进行统一授 权。2025 年度公司及子公司（含分公司）向商业银行、外资银行、政策性银行 及其它金融机构申请融资授信额度（包括新增及原授信到期后续展）合计不超过 20 亿元，均为生产经营所需。同时公司及子公司预计为上述综合授信额度提供 不超过人民币 15 亿元的担保。上述授权期限自公司 2024 年年度股东大会审议通 过本事项之日起至 2025 年年度股东大会召开之日止。在上述已审议通过的授权 期限、融资授信额度和担保额度的范围内，公司董事会和股东大会无需再对单笔 融资授信以及上述担保事项逐笔另行审议。公司于 2025 年 10 月 24 日召开第三 届董事会第三次会议，于 2025 年 11 月 13 日召开 2025 年第二次临时股东会，审 议通过了《关于在公司 2025 年度融资担保额度内增 ...

| 참□ | 社区 + | | | | --- | --- | --- | --- | | 名称 | 涨幅％ > | 现价 | 涨速 % | | 欢乐家 | +19.98% | 27.74 | 0.00 | | 西测测试 | +14.60% | 90.13 | 0.04 | | 骑士凯尔 | +10.97% | 10.52 | 0.00 | | 中锐股份 | +10.08% | 4.04 | 0.00 | | 营兴股份 | +10.05% | 8.32 | 0.00 | | 皇氏集团 | +10.05% | 4.16 | 0.00 | | 全新好 | +10.05% | 11.61 | 0.09 | | 均瑶健康 | +10.04% | 7.89 | 0.00 | | 顺威股份 | +10.04% | 8.77 | 0.00 | | 雷科防务 | +10.03% | 9.98 | 0.00 | | 幸日股份 | +10.03% | 11.30 | 0.00 | | 壹号湿亦 | +10.02% | 13.50 | 0.00 | | 百大集团 | +10.02% | 13.07 | 0.00 | | 兴业科技 ...

Group 1 - The consumer sector is showing strong performance with multiple stocks hitting the daily limit up, indicating a bullish market sentiment [1] - A total of 16 stocks, including companies like Huanlejia and Zhongrui Co., have reached their upper trading limits, reflecting investor confidence [1] - The recent joint notice from the Ministry of Commerce and other financial authorities aims to boost consumption through coordinated policies, focusing on various consumption areas [2][4] Group 2 - From January to November, the total retail sales of consumer goods reached 456,067 billion yuan, with a year-on-year growth of 4.0%, indicating a steady recovery in consumer spending [3] - The retail sales excluding automobiles amounted to 411,637 billion yuan, growing by 4.6% year-on-year, showcasing resilience in the consumer market [3] - Recent policies are expected to enhance consumer demand, with a focus on creating a robust domestic market and improving the quality of retail services [4] Group 3 - Analysts suggest two main strategies for investing in the consumer sector: focusing on scalable business models and enhancing customer experience to drive growth [5] - Specific sectors to watch include chain restaurants, sports service companies, and entertainment operators that can leverage unique IP value and fan engagement [5] - The emphasis on high-quality development and consumer experience aligns with national policies aimed at stimulating domestic consumption [4][5]

Group 1 - The dairy sector is experiencing a strong upward trend, with multiple stocks reaching their daily limit, indicating positive market sentiment [1] - The upcoming national medical insurance conference on December 13 aims to promote maternity insurance and long-term care insurance, expanding coverage to flexible employment workers and migrant workers [1] - The number of people covered by maternity insurance in China has reached 255 million, with nearly 95% of regions directly providing maternity benefits to insured individuals [1] Group 2 - The recent favorable maternity policies are expected to alleviate economic burdens on families, potentially stabilizing the declining birth rate in the short term [1][2] - Comprehensive measures are necessary to effectively address the low birth rate issue, as various factors influence reproductive decisions beyond just policy changes [2] - The implementation of a childcare subsidy system starting January 1, 2025, aims to support families with children under three years old, reflecting the government's commitment to addressing low birth rates [2] Group 3 - The optimization of fertility policies is creating significant growth opportunities in the maternal and infant consumption market, which is projected to exceed 8 trillion yuan by 2025 and approach 9 trillion yuan by 2027 [3] - The dairy industry, as a core segment of maternal and infant consumption, is expected to directly benefit from this market expansion [3]

证券时报·数据宝统计，截至今日上午10:29，上证综指3885.56点，收于五日均线之下，涨跌幅-0.10%， A股总成交额为8962.42亿元。到目前为止，今日有827只A股价格突破了五日均线，其中乖离率较大的 个股有泓禧科技、欢乐家、冠中生态等，乖离率分别为12.87%、12.29%、9.01%；张裕A、新劲刚、南 京聚隆等个股乖离率较小，刚刚站上五日均线。 | 600187 | 国中水 务 | 9.88 | 4.00 | 2.52 | 2.67 | 5.78 | | --- | --- | --- | --- | --- | --- | --- | | 002307 | 北新路 桥 | 9.94 | 7.52 | 5.44 | 5.75 | 5.78 | （文章来源：证券时报网） 12月15日突破五日均线个股乖离率排名 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 五日均线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 920857 | ...

Core Points - The Shanghai Composite Index closed at 3884.93 points, below the five-day moving average, with a slight decline of 0.11% [1] - The total trading volume of A-shares reached 1,198.5 billion yuan, with 698 A-shares breaking through the five-day moving average [1] Summary by Category Stock Performance - The stocks with the largest deviation from the five-day moving average include Hongxi Technology (15.93%), Huanle Home (12.29%), and Guanzhong Ecology (9.20%) [1] - Notable stocks that just crossed the five-day moving average include Diya Co., Times Wan Heng, and Ketaobiotech, with smaller deviation rates [1] Individual Stock Data - Hongxi Technology: Today's increase of 23.82%, turnover rate of 4.88%, five-day moving average of 30.94 yuan, latest price at 35.87 yuan, deviation rate of 15.93% [1] - Huanle Home: Today's increase of 19.98%, turnover rate of 5.09%, five-day moving average of 24.70 yuan, latest price at 27.74 yuan, deviation rate of 12.29% [1] - Guanzhong Ecology: Today's increase of 15.00%, turnover rate of 16.62%, five-day moving average of 19.80 yuan, latest price at 21.62 yuan, deviation rate of 9.20% [1] - Other notable stocks include Gudewei (11.07%), Qishi Dairy (10.97%), and Fushun Special Steel (10.00%) with respective deviation rates [1]

食品饮料板块15日盘中强势拉升，乳业股表现亮眼，截至发稿，欢乐家、皇氏集团、阳光乳业等涨停， 骑士乳业涨超8%，贝因美、晨光生物涨约5%。 消息面上，12月13日，全国医疗保障工作会议在北京召开，国家医保局在会议上发布多项数据和措施， 其中包括，力争2026年全国基本实现政策范围内分娩个人"无自付" 。 2026年，医保部门将推动将灵活就业人员、农民工、新就业形态人员纳入生育保险覆盖范围。合理提升 产前检查医疗费用保障水平，力争全国基本实现政策范围内分娩个人"无自付"。将适宜的分娩镇痛项目 按程序纳入基金支付范围。全面实现生育津贴按程序直接发放给参保人。 开源证券近日指出，近年婴配粉行业需求承压，政策刺激下需求及消费信心有望恢复。从整体乳制品行 业来看，长期也将受益于政策刺激下人口问题改善趋势。此外，近期乳制品行业出现新的积极变化，一 是国内乳企开始利用奶价底部窗口期发展以乳清为代表的深加工产品，产能逐渐释放后有望加大原奶下 游需求，将进一步填补供需缺口；二是行业开始探索出口潜力，当前国内大包粉价格优势明显，乳企在 确保相关指标及生产规范性的前提下尝试出口；两者均带来行业需求新动能，叠加供给侧持续出清，行 业 ...

来看详情—— 大消费回暖 乳业概念股活跃 12月15日，A股大消费板块整体回暖。食品饮料板块走高，白酒、乳业等方面强势。欢乐家（300997）20cm涨停，皇台酒业（000995）、皇氏集团 （002329）、阳光乳业（001318）、均瑶健康（605388）等涨停，安记食品（603696）等多股走高。 | 序号 代码 | | 名称 | 现价 | 涨跌 | 涨跌幅。 | | --- | --- | --- | --- | --- | --- | | 1 | 300997 | 欢乐家 | 27.74 | 4.62 | 19.98% | | വ | 002329 | 皇氏集团 | 4.16 | 0.38 | 10.05% | | ന | | 605388 均瑶健康 | | 7.89 0.72 10.04% | | | 4 | | 000995 | 13.50 | 1.23 | 10.02% | | ഗ | | 001318 阳光乳业 | 16.21 | 1.47 | 9.97% | | 6 | 603696 | 安记食品 | 21.50 | 1.43 | 7.13% | | 7 | | 600429 三元股份 | ...