每经AI快讯，有投资者在投资者互动平台提问：天气变冷了，加上最近国外禽流感爆发，鸭绒价格不 断攀升，公司有对外出口业务吗？占比多少？ 益客食品（301116.SZ）11月27日在投资者互动平台表示，公司羽绒板块的产品为原料绒，暂时没有出 口业务。 （文章来源：每日经济新闻） ...

格隆汇11月27日丨益客食品(301116.SZ)在投资者互动平台表示，公司羽绒板块的产品为原料绒，暂时没 有出口业务。 ...

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Core Viewpoint - The price of white duck down has significantly increased since September, with a notable rise in demand for down jackets as winter approaches, leading to a price surge in raw materials and finished products [1][2]. Price Trends - As of November 21, the price of white duck down reached 564.06 yuan per kilogram, a 20% increase from late September, marking a twelve-year high and significantly above the historical average of 384 yuan per kilogram [2]. - The price of 90% white duck down is currently around 56 million yuan per ton, up from approximately 47 million yuan per ton two months ago, indicating a strong upward trend [1]. Market Demand and Supply - The demand for down products is highly seasonal, with increased consumption during winter months leading to higher prices [1]. - The market for down jackets has seen a 10% increase in sales compared to the previous year, with a peak daily foot traffic of 90,000 in major markets [2]. - Despite rising down prices, the prices of duck products remain low, putting pressure on slaughtering enterprises, which have struggled to achieve profitability [1][6]. Industry Dynamics - The supply of white feather meat ducks remains low, contributing to tight supply conditions for down materials [3]. - As of November 20, there are 382,000 registered down-related enterprises in China, with a significant concentration in the East China region [3]. Company Performance - Yike Foods reported a 19.48% increase in down sales to 18,000 tons and a 28.03% increase in revenue to 919 million yuan, with a gross margin increase of 3.57% to 11.68% [4]. - Huaying Agriculture's down business generated 3.18 billion yuan in revenue, accounting for over 60% of its total revenue, with major clients including Bosideng and Canada Goose [4]. Inventory and Future Outlook - Companies like Guqi Down Material have seen their inventory appreciate due to rising down prices, although specific inventory levels were not disclosed [5]. - The slaughtering enterprises face ongoing challenges, as rising duckling costs may lead to potential losses in the upcoming months despite current price stability [6].

Market Overview - The aquaculture sector experienced a decline of 1.58% on November 21, with Huaying Agriculture leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Stock Performance - Huaying Agriculture (002321) closed at 3.24, down 10.00% with a trading volume of 1.5762 million shares and a turnover of 517 million yuan [1] - Tianyu Biological (603717) closed at 8.44, down 8.76% with a trading volume of 209,500 shares and a turnover of 180 million yuan [1] - Yike Food (301116) closed at 12.20, down 8.20% with a trading volume of 271,100 shares and a turnover of 338 million yuan [1] - Other notable declines include Fucheng Co. (600965) down 4.95%, Tianbang Food (002124) down 4.23%, and Dongrui Co. (001201) down 4.07% [1] Capital Flow - The aquaculture sector saw a net outflow of 572 million yuan from institutional investors, while retail investors contributed a net inflow of 261 million yuan [1] - The table of capital flow indicates that Xiaoming Co. (300967) had a net outflow of 912.89 million yuan from institutional investors [2] - Jingqi Zhino (000048) experienced a net inflow of 856.43 million yuan from institutional investors [2] - Shengnong Development (002299) had a net inflow of 134.24 million yuan from institutional investors [2]

Market Overview - The aquaculture sector declined by 0.69% on November 20, with Yike Food leading the drop [1] - The Shanghai Composite Index closed at 3931.05, down 0.4%, while the Shenzhen Component Index closed at 12980.82, down 0.76% [1] Stock Performance - Notable gainers in the aquaculture sector included: - Luoniushan (000735) with a closing price of 8.70, up 7.27% on a trading volume of 1.32 million shares and a turnover of 1.134 billion [1] - Fucheng Co. (600965) closed at 6.06, up 3.41% with a trading volume of 654,700 shares and a turnover of 401 million [1] - Huaying Agriculture (002321) closed at 3.60, up 2.56% with a trading volume of 3.57 million shares and a turnover of 1.309 billion [1] - Major decliners included: - Yike Food (301116) closed at 13.29, down 5.41% with a trading volume of 420,100 shares and a turnover of 549 million [2] - ST Tianshan (300313) closed at 9.40, down 5.24% with a trading volume of 68,000 shares and a turnover of 67 million [2] - Xiangjia Co. (002982) closed at 14.91, down 3.12% with a trading volume of 54,400 shares and a turnover of 81.7 million [2] Capital Flow - The aquaculture sector experienced a net outflow of 47.59 million from institutional investors, while retail investors saw a net outflow of 60.96 million [2] - Conversely, speculative funds recorded a net inflow of 109 million [2] Individual Stock Capital Flow - Luoniushan (000735) had a net inflow of 16.6 million from institutional investors, while retail investors saw a net outflow of 1.48 million [3] - Fucheng Co. (600965) experienced a net inflow of 57.81 million from institutional investors, with a significant outflow of 54.22 million from retail investors [3] - Yike Food (301116) had a net outflow of 17.90 million from institutional investors [3]

Core Insights - Yike Foods experienced a significant stock price increase, reaching a daily limit of 20% with a turnover rate of 6.92% and a total transaction volume of 397 million yuan [2] - Institutional investors showed a net buying interest of 8.4975 million yuan, while the Shenzhen Stock Connect recorded a net selling of 14.7826 million yuan [2] - The stock's main capital inflow amounted to 75.81 million yuan, with large orders contributing 73.08 million yuan to this total [2] Trading Data - The top five trading departments accounted for a total transaction volume of 214 million yuan, with a net buying of 62.2781 million yuan [2] - The leading buying department was Lianchu Securities, with a purchase amount of 51.458 million yuan, while the top selling department was the Shenzhen Stock Connect, with a selling amount of 25.5477 million yuan [2] - Over the past five days, the net inflow of main capital into Yike Foods reached 79.0571 million yuan [2]

证券之星消息，11月19日养殖业板块较上一交易日上涨0.03%，益客食品领涨。当日上证指数报收于 3946.74，上涨0.18%。深证成指报收于13080.09，下跌0.0%。养殖业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) | | --- | --- | --- | --- | --- | --- | | 000735 | 罗牛山 | 8.11 | -3.80% | 63.25万 | 5.15亿 | | 603717 | 天域生物 | 9.44 | -1.97% | 11.76万 | = 1.11亿 | | 002157 | 正邦科技 | 2.98 | -1.65% | 129.11万 | 3.84亿 | | 300967 | 晓鸣股份 | 20.52 | -1.11% | 7.17万 | 1.45亿 | | 001201 | 东瑞股份 | 15.89 | -0.94% | 2.67万 | 4244.07万 | | 300498 | 温氏股份 | 17.53 | -0.68% | 34.64万 | 6.07亿 | | 605296 | 神农集团 | ...

Group 1 - The poultry concept sector rose by 1.90%, ranking fourth among concept sectors, with 15 stocks increasing in value, including Yike Food which hit a 20% limit up [1] - Leading stocks in the poultry sector included Lihua Co., Jingji Zhino, and Guanghong Holdings, which saw increases of 1.91%, 1.48%, and 1.29% respectively [1] - The stocks that experienced the largest declines were Luoniushan, Huadong Co., and Xiaoming Co., with decreases of 3.80%, 1.50%, and 1.11% respectively [1] Group 2 - The poultry concept sector attracted a net inflow of 275 million yuan from main funds, with 10 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow [2] - The top stock for net inflow was Tianma Technology, which saw a net inflow of 246 million yuan, followed by Yike Food, Huaying Agriculture, and Jingji Zhino with net inflows of 75.81 million yuan, 56.13 million yuan, and 42.85 million yuan respectively [2] - The net inflow ratios for Tianma Technology, Yike Food, and Jingji Zhino were 25.15%, 19.08%, and 17.33% respectively [3] Group 3 - The trading performance of Tianma Technology showed a daily increase of 10.03% with a turnover rate of 12.06% and a main fund flow of 245.60 million yuan [3] - Yike Food had a daily increase of 19.98% with a turnover rate of 6.92% and a main fund flow of 75.81 million yuan [3] - Other notable stocks included Huaying Agriculture with a daily increase of 10.03% and a main fund flow of 56.13 million yuan, and Jingji Zhino with a daily increase of 1.48% and a main fund flow of 42.85 million yuan [3]

Core Points - The Shanghai Composite Index is at 3945.15 points, above the annual line, with a slight increase of 0.14% [1] - A total trading volume of A-shares reached 1,424.57 billion yuan today [1] - 19 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates include: - Yaguang Technology (15.71%) - Yike Food (7.08%) - Dongfang Ocean (5.58%) [1] - Other stocks that have just crossed the annual line with smaller deviation rates include: - Luban Chemical - Dongfang Carbon - Zhongbai Group [1] Trading Data - The trading performance of selected stocks includes: - Yaguang Technology: +19.93% with a turnover rate of 24.42% - Yike Food: +7.60% with a turnover rate of 3.45% - Dongfang Ocean: +9.96% with a turnover rate of 13.34% [1] - The annual line prices and latest prices for these stocks are also provided, indicating their current market positions [1]