Core Viewpoint - The article highlights the recognition of Yihai Kerry's Jinlongyu as a leading grain and oil enterprise in China, emphasizing its commitment to food safety and quality, which has garnered national attention and consumer trust [1][9]. Group 1: Consumer Concerns and Company Response - Consumers are increasingly concerned about food safety, particularly regarding the safety and reliability of grain and oil products [1]. - Jinlongyu positions itself as the only "Double Olympic" grain and oil brand in China, having provided dietary support for Chinese delegations at the Beijing 2008 and 2022 Olympics, as well as the Tokyo and Paris Olympics [2]. Group 2: Technological Innovations and Safety Standards - Jinlongyu employs advanced technology to ensure food safety, such as a six-hour process for preserving rice bran oil, which is crucial for maintaining nutritional value [4]. - The company has developed over 50 patented technologies to stabilize rice bran and control harmful substances in edible oil, meeting and exceeding stringent EU safety standards [4]. Group 3: Quality Control and Certifications - Jinlongyu implements comprehensive supply chain management with multiple quality control checkpoints from procurement to sales, ensuring product safety [6]. - As of the end of 2024, 89 of Jinlongyu's factories have passed the AIB food safety standard audit, which is recognized as one of the strictest in the global food industry [7]. Group 4: Investment and Innovation - Over the past 38 years, Jinlongyu has invested approximately 100 billion yuan in China, establishing over 80 production bases and more than 170 manufacturing enterprises [9]. - The company has accumulated 3,910 intellectual property rights and has made significant investments in its global R&D center, demonstrating its commitment to continuous innovation and quality improvement [9].

Core Viewpoint - Yihai Kerry Group has invested approximately 100 billion yuan in China over 38 years, demonstrating a strong confidence in the Chinese market and its future potential [1] Investment and Growth - Yihai Kerry Group has established over 80 production bases and more than 170 manufacturing enterprises in China, covering various sectors including grain and oil processing, health products, and central kitchens [1] - The company emphasizes that every investment reflects a commitment to the vast opportunities within the Chinese market [1] Technological Innovation - The company has developed over 50 technology patents to extract rice oil from rice bran, enhancing the nutritional value while preventing spoilage [3] - Innovative processes have been created to convert rice husks into combustible gas and rice husk charcoal, contributing to sustainability and efficiency in production [3] Quality Control - Yihai Kerry Group implements a comprehensive supply chain management system with multiple quality control checkpoints from procurement to sales [4] - The company has established a robust quality control system, with 40 laboratories accredited by the China National Accreditation Service for Conformity Assessment [5] - In 2025, the company conducted 5.28 million self-inspections and completed 30.77 million tests, achieving a 100% pass rate in external inspections [5] Consumer-Centric Approach - The company has launched new health-oriented products, such as a glycerol diester oil, which reduces triglyceride content for better health [6] - Yihai Kerry Group is focused on upgrading to a health-oriented food industry, aligning with consumer demands for healthier eating options [6] - The introduction of the "Jinlongyu Fengyitang" brand aims to create functional foods, leveraging the company's large-scale processing capabilities and research strengths [6] Commitment to the Market - The company has consistently adapted to evolving consumer dietary preferences over its 38 years in China, positioning itself as a key player in the national grain and oil industry [6] - Yihai Kerry Group's ongoing investments reflect its commitment to the Chinese market and its role in ensuring national food security [6]

Group 1: Canned Food Industry - The State Administration for Market Regulation has released draft recommendations for national standards for canned food to enhance industry standards and applicability [3] - The canned food industry in China is diverse but lacks innovation, particularly in attracting younger consumers, with Fujian province accounting for 36% of national production [3][4] - The industry is upgrading through the development of self-heating foods, high-end products like bird's nest canned food, and customized dining products [3][4] Group 2: New Beverage Trends - The sugar water shop has become a new franchise trend, with brands like Mai Ji Milk and Zhao Ji Chuan Cheng rapidly expanding, but facing challenges such as high costs and low-frequency consumption [5] - The Chinese herbal health water market is experiencing a sales surge due to hot weather, with products like red bean and coix seed water gaining popularity, potentially exceeding a market size of 10 billion yuan [6] - The beverage market is accelerating its health trend, with low-sugar and no-sugar products becoming standard, while traditional giants face declining sales [7] Group 3: Functional and Innovative Products - Vitamin drinks are gaining popularity among young consumers for their health benefits, with sales of Nongfu Spring's water-soluble C100 increasing by 34% year-on-year [9] - The rise of banana-flavored drinks from major brands reflects a growing market potential, leveraging high national recognition and health trends [10] - The global nutrition and health industry is set for a peak in raw material innovation and technological iteration by 2025, with a focus on standardized and stable ingredients [11] Group 4: Market Dynamics and Brand Strategies - The "medicinal food" trend is becoming a significant market, with a projected scale of 370 billion yuan, driven by policy support and technological advancements [12] - The rise of Chinese herbal health water reflects a shift in consumer behavior towards health-conscious products, but the industry faces challenges like exaggerated claims and quality control [14] - The dairy industry is shifting focus from consumer markets to B2B markets, driven by the growth of new consumption formats like tea and coffee [15] Group 5: Brand Developments and Challenges - The beverage brand Commune is preparing for an IPO, aiming to expand its presence while facing challenges like declining same-store sales and rising costs [24] - The acquisition of the beverage brand Dayao by KKR marks a shift towards capitalizing on efficiency over emotional branding, as the brand faces challenges in national expansion [25] - Dongpeng's coffee brand has achieved a market share of 14%, positioning itself among the top three in the ready-to-drink coffee market through a focus on quality and targeted marketing [26]

制作包装瓶、注油、压盖、加提手、装箱……在益海嘉里金龙鱼集团上海工厂的食用油包装车间，一整 套流程在自动化生产线上顺畅运转。车间内，生产线上视觉识别系统筛选瑕疵品；车间外，智慧大屏实 时更新生产进度等信息。 作为粮油行业的代表性企业，1988年初创时，在华投资了第一家现代化精炼及小包装食用油加工厂，如 今的益海嘉里金龙鱼集团已在中国建设80多个生产基地、170多家生产型企业，构建起覆盖粮油加工、 大健康产品、中央厨房等多领域的产业体系。 稻壳是一种可再生的生物质资源，具有零污染、来源广泛、储量大的特性。益海嘉里金龙鱼集团创新研 发热解气化工艺，成功将稻壳转化为可燃气体和稻壳炭。 "可燃气体通过燃烧后的余热回收，可以转化为蒸汽用于生产，在提高燃烧效率的同时，减少温室气体 排放。"王巍介绍，"稻壳炭可进一步制作为白炭黑和活性炭，应用于汽车轮胎制造、水质净化等领 域。" "现在，大米、小麦、大豆、玉米都能在工厂里被充分利用。全产业链价值得到提升，还能反哺农户， 增加收入。"王巍说。 安全至上—— 38年来，益海嘉里金龙鱼集团累计在华投资约1000亿元。"每一次投资都是对中国市场的坚定看好。中 国市场足够大，机遇足够 ...

Core Viewpoint - The stock price of Jinlongyu (金龙鱼) has experienced fluctuations, with a recent decline of 2.03% and a total market capitalization of 159.88 billion yuan as of February 2 [1] Financial Performance - For the period from January to September 2025, Jinlongyu achieved a revenue of 184.27 billion yuan, representing a year-on-year growth of 5.02% [2] - The net profit attributable to shareholders for the same period was 2.749 billion yuan, showing a significant increase of 92.06% year-on-year [2] Shareholder Information - As of January 20, 2025, the number of shareholders for Jinlongyu was 113,700, a decrease of 0.78% from the previous period [2] - The average number of circulating shares per shareholder increased by 0.78% to 4,774 shares [2] Dividend Distribution - Since its A-share listing, Jinlongyu has distributed a total of 2.64 billion yuan in dividends, with 1.621 billion yuan distributed over the past three years [3] Major Shareholders - As of September 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 25.3962 million shares, an increase of 330,800 shares from the previous period [3] - Other significant shareholders include E Fund's ChiNext ETF and Huatai-PB's CSI 300 ETF, with varying changes in their holdings [3]

截至2026年1月30日收盘，金龙鱼(300999)报收于30.1元，下跌1.67%，换手率3.88%，成交量21.04万 手，成交额6.36亿元。 董秘最新回复 投资者： 尊敬的董秘您好，关注到今年十月份，贵公司有大批限售股解禁，请和控股股东及时沟通， 是否有减持股份的意愿，届时请及时披露相关信息。 董秘： 您好！公司会严格按照证监会及深交所的相关规定，及时履行信息披露义务。谢谢！ 投资者： 尊敬的董秘您好，在国家大力提倡反内卷，价格回归合理水平的背景下，贵公司却借用期货 工具，做空例如豆油、豆粕等相关产品，通过期现锁定微薄利润，请问贵公司这样做的意义何在？是否 会涉及到反垄断？ 董秘： 您好！公司采购原材料时，从下订单、运输到生产加工，需要一定的周转期，为了应对商品价 格波动对公司经营业绩带来的影响，公司会通过使用期货等衍生工具开展商品套期保值业务。这类业务 的做法符合相关法律法规的规定。谢谢！ 投资者： 尊敬的董秘您好，贵公司自在中国境内上市以来，股价持续下跌，贵公司作为马来西亚的外 资企业，是否应该顾及贵公司在中国境内资本市场的形象，采取相应措施，维护股价？ 董秘： 您好！公司是中国重要的农产品和食品 ...

校对 吴兴发 编辑 林子 新京报贝壳财经讯 1月31日，金龙鱼在投资者互动平台表示，公司采购原材料时，从下订单、运输到生 产加工，需要一定的周转期，为了应对商品价格波动对公司经营业绩带来的影响，公司会通过使用期货 等衍生工具开展商品套期保值业务，这是行业通行的、成熟的风险管理工具。 ...

证券之星消息，1月30日农产品加工板块较上一交易日上涨0.88%，田野股份领涨。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。农产品加工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) | | --- | --- | --- | --- | --- | --- | | 920023 | 田野股份 | 4.90 | 3.16% | 46.70万 | 2.32亿 | | 000505 | 京粮控股 | 7.79 | 2.77% | 58.91万 | 4.60亿 | | 600191 | 三四四 | 13.86 | 2.36% | 17.82万 | 2.43亿 | | 603231 | 索宝蛋白 | 19.92 | 2.26% | 5.16万 | 1.02亿 | | 300268 | *ST佳沃 | 12.33 | 2.24% | 1.65万 | 2005.61万 | | 002852 | 道道全 | 11.68 | 2.19% | 15.00万 | 1.75亿 | | 000911 | 广农糖业 | 8.14 ...

内容概要：近年来，无麸质食品、速冻米面制品、饮料乳制品、烘焙食品等细分食品赛道快速崛起，直 接拉动原生大米淀粉的市场需求量稳步攀升，与此同时，医药、日化等非食品领域需求也在不断增加， 医药领域中，大米淀粉凭借低致敏性、生物相容性佳的特性，在片剂黏合剂、胶囊填充剂等药用辅料领 域的需求稳步增长；日化领域则依托其增稠、保湿的功效，广泛应用于面膜、乳液等护肤品的生产环 节，此外，在造纸、纺织、生物降解材料等工业领域，受环保政策驱动，大米淀粉正逐步替代部分传统 化工原料，应用场景进一步拓宽，据统计，2025年我国大米淀粉需求量达47.20万吨，同比增长18.3%； 市场规模达30.58亿元，同比增长11.6%。 相关上市企业：金龙鱼（300999） 相关企业：无锡金农生物科技有限公司、安徽顺鑫盛源生物食品有限公司、安徽联河股份有限公司、安 徽乐欢天生物科技有限公司、安徽焕发生物科技有限公司、吉安市金牛园食品有限公司 关键词：大米淀粉市场政策、大米淀粉产业链图谱、大米淀粉市场规模、大米淀粉竞争格局、大米淀粉 发展趋势 一、概述 三、产业链 大米淀粉是一种从稻米中提取的天然淀粉，是商业淀粉中颗粒度最小的，粒径约为3μm～ ...

Core Viewpoint - The agricultural processing sector experienced a rise of 1.95% on January 29, with Andeli leading the gains, while the overall market showed mixed results with the Shanghai Composite Index up by 0.16% and the Shenzhen Component Index down by 0.3% [1]. Group 1: Stock Performance - Andeli (605198) closed at 46.30, up by 3.81% with a trading volume of 32,700 shares and a transaction value of 149 million yuan [1]. - Jinlongyu (666000E) closed at 30.61, up by 3.48% with a trading volume of 251,100 shares and a transaction value of 758 million yuan [1]. - Yishimo (920273) closed at 34.05, up by 3.40% with a trading volume of 31,600 shares and a transaction value of 10.6 million yuan [1]. - Zhongliang Sugar Industry (600737) closed at 17.39, up by 3.14% with a trading volume of 538,500 shares and a transaction value of 930 million yuan [1]. - Tianye Co., Ltd. (920023) closed at 4.75, up by 3.04% with a trading volume of 167,500 shares and a transaction value of 7.82 million yuan [1]. Group 2: Capital Flow - The agricultural processing sector saw a net inflow of 124 million yuan from institutional investors, while retail investors experienced a net outflow of 198 million yuan [2]. - Major stocks like Guannong Co. (600251) had a net inflow of 43.80 million yuan from institutional investors, while it faced a net outflow of 54.80 million yuan from retail investors [3]. - Zhongliang Technology (000930) recorded a net inflow of 29.17 million yuan from institutional investors, with a net outflow of 34.88 million yuan from retail investors [3].