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锡南科技(301170)7月30日主力资金净流出1329.48万元
Sou Hu Cai Jing· 2025-07-30 11:34
资金流向方面,今日主力资金净流出1329.48万元,占比成交额22.6%。其中,超大单净流出329.57万 元、占成交额5.6%,大单净流出999.92万元、占成交额17.0%,中单净流出流入215.77万元、占成交额 3.67%,小单净流入1113.71万元、占成交额18.93%。 锡南科技最新一期业绩显示,截至2025一季报,公司营业总收入2.65亿元、同比增长1.02%,归属净利 润2608.84万元,同比减少7.39%,扣非净利润2362.53万元,同比增长3.62%,流动比率9.290、速动比率 7.655、资产负债率8.47%。 天眼查商业履历信息显示,无锡锡南科技股份有限公司,成立于2005年,位于无锡市,是一家以从事汽 车制造业为主的企业。企业注册资本10000万人民币,实缴资本10000万人民币。公司法定代表人为李忠 良。 金融界消息 截至2025年7月30日收盘,锡南科技(301170)报收于27.8元,下跌1.94%,换手率6.3%, 成交量2.11万手,成交金额5882.92万元。 通过天眼查大数据分析,无锡锡南科技股份有限公司共对外投资了1家企业,参与招投标项目30次,知 识产权方面 ...
食品饮料周观点:关注中报成长标的,白酒底部看绝对价值-20250727
GOLDEN SUN SECURITIES· 2025-07-27 10:46
Investment Rating - The report maintains an "Increase" rating for the food and beverage industry, indicating a positive outlook for the sector [5]. Core Views - The liquor industry is strengthening its internal capabilities, with companies focusing on management, product, and channel improvements. The industry is currently at a low valuation and is expected to stabilize as sales pressure eases [2]. - In the beer and beverage sector, East Peak Beverage reported impressive mid-year results, while the industry continues to show high growth potential despite intense competition [3]. - The report highlights the ongoing transformation in product selection at Sam's Club, emphasizing operational efficiency through local supply chain adjustments [4]. Summary by Sections Liquor Industry - The liquor sector is in a phase of continuous improvement, with major companies like Guizhou Moutai and Shanxi Fenjiu enhancing their management and product offerings. The industry is currently experiencing a seasonal downturn, but valuations are low, suggesting potential for recovery [2]. Beer and Beverage Sector - The beer segment is advised to focus on high-growth products and structural performance, with companies like Yanjing Beer and Zhujiang Beer being highlighted. East Peak Beverage's revenue for the first half of 2025 reached 10.737 billion yuan, a year-on-year increase of 36.37% [3]. Food Sector - Sam's Club is undergoing a significant product selection transformation, with a shift towards national best-selling items to improve operational efficiency. The report notes that the low-temperature dairy market is performing better than the ambient temperature segment [4][7].
行业周报:白酒布局机会渐显,新消费择优长期持有-20250713
KAIYUAN SECURITIES· 2025-07-13 14:07
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The food and beverage index increased by 0.8% from July 7 to July 11, ranking 23rd among 28 sectors, performing in line with the CSI 300 index. The sub-sectors of liquor (+1.4%), health products (+1.4%), and beer (+1.2%) showed relatively strong performance [11][12] - The current liquor market is experiencing downward pressure due to unexpected restrictions on alcohol consumption, leading to a decline in demand. However, it is anticipated that the liquor sector will find a bottom in the second half of the year, presenting potential investment opportunities [11][12] - The report suggests focusing on leading liquor companies such as Kweichow Moutai, Luzhou Laojiao, Shanxi Fenjiu, and others for strategic investments. Additionally, it recommends identifying high-quality new consumption companies that align with industry trends for long-term holding [11][12] Summary by Sections Weekly Insights - Strategic focus on leading liquor companies and maintaining high-quality new consumption stocks. The liquor sector is expected to stabilize and present investment opportunities in the second half of the year [11][12] Market Performance - The food and beverage index's performance is consistent with the broader market, with specific sub-sectors like liquor and health products outperforming [12][13] Upstream Data - Some upstream raw material prices are declining, with whole milk powder prices showing a year-on-year increase of 19.9%, while fresh milk prices have decreased by 6.5% year-on-year [15][20] Liquor Industry News - The market price of Kweichow Moutai has been steadily increasing, indicating a recovery in market confidence. Other companies are also taking measures to stabilize their pricing strategies [39] Recommended Portfolio - Recommended stocks include Kweichow Moutai, Shanxi Fenjiu, Ximai Food, and others, focusing on companies with strong growth potential and favorable market conditions [4][45]
行业周报:白酒承压待布局,魔芋赛道涌生机-20250706
KAIYUAN SECURITIES· 2025-07-06 07:45
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The liquor industry is currently experiencing a bottoming phase, with a focus on the growth opportunities in the konjac segment. The food and beverage index increased by 0.6% from June 30 to July 4, ranking 19th among 28 sub-industries, underperforming the CSI 300 by approximately 0.9 percentage points. The meat products, liquor, and baked goods sub-industries showed relatively strong performance with increases of 1.2%, 1.2%, and 0.9% respectively [3][12][14] - The recent decline in liquor prices is attributed to the impact of e-commerce subsidies and restrictions on consumption due to the "ban on alcohol," which has compressed industry demand. However, liquor manufacturers are controlling market supply, leading to a temporary stabilization of liquor prices. Although there has been a slight accumulation of channel inventory, the overall inventory remains manageable due to a slowdown in shipments from manufacturers. The ongoing effects of the "ban on alcohol" are expected to continue, with increased pressure on liquor industry performance anticipated in the second quarter. The ban may accelerate industry consolidation and bottoming trends [3][12][14] - In the long term, the liquor industry is undergoing a transformation in consumer demand, with companies adapting by launching lower-alcohol products to cater to younger consumers and promoting family gatherings and casual drinking scenarios. Leading liquor companies maintain strong brand and channel competitiveness, which is expected to facilitate their transition during this industry transformation. Current low valuations and high dividend rates of leading liquor companies suggest they possess long-term investment value [3][12][14] Summary by Sections Market Performance - The food and beverage index increased by 0.6%, ranking 19th out of 28 sectors, underperforming the CSI 300 by approximately 0.9 percentage points. The leading sub-industries included meat products (+1.2%), liquor (+1.2%), and baked goods (+0.9%) [12][14] Upstream Data - As of July 1, the GDT auction price for whole milk powder was $3,859 per ton, down 5.5% month-on-month but up 19.9% year-on-year. The domestic fresh milk price was 3.0 yuan per kilogram, unchanged month-on-month but down 7.0% year-on-year. The domestic milk price is expected to continue its downward trend in the short to medium term [19][24] - On July 5, the price of pork was 20.4 yuan per kilogram, down 16.2% year-on-year, while the price of live pigs was 15.2 yuan per kilogram, down 16.5% year-on-year. The number of breeding sows was 40.42 million, up 1.2% year-on-year [27][28] Recommendations - Recommended stocks include Guizhou Moutai, Shanxi Fenjiu, Ximai Food, Wancheng Group, and Bairun Co. Guizhou Moutai is expected to deepen its reform process and emphasize sustainable development despite short-term demand pressures. Shanxi Fenjiu has high mid-term growth certainty, while Ximai Food is expected to improve profitability due to favorable raw material costs. Wancheng Group continues to expand its store count and target young consumers, and Bairun Co. is seeing improvements in its pre-mixed liquor segment [5][48]
行业周报:白酒持续探底,新消费标的值得重视-20250629
KAIYUAN SECURITIES· 2025-06-29 12:53
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the importance of focusing on bottom opportunities in the liquor sector while pursuing growth in consumer goods. The liquor industry is currently experiencing a downturn, particularly in high-end consumption scenarios, leading to a decline in demand. The report suggests that leading liquor companies with strong brands and distribution channels are likely to adapt and transform successfully [3][11][12] Summary by Sections Weekly Insights - From June 23 to June 27, the food and beverage index declined by 0.9%, ranking 28th among primary sub-industries, underperforming the CSI 300 by approximately 2.8 percentage points. The health products (+3.6%), baked goods (+2.7%), and seasoning and fermentation products (+1.2%) sectors performed relatively well [11][13] Market Performance - The liquor sector remains at a low point, with the impact of the "ban on alcohol" still felt. The lack of high-end consumption scenarios has further depressed industry demand. The report anticipates increased pressure on liquor companies' performance in the second quarter due to sluggish terminal sales and high channel inventory levels [3][11][12] Upstream Data - Some upstream raw material prices have decreased, which may alleviate cost pressures for companies in the beverage sector. For instance, the price of imported barley fell by 4.3% year-on-year in May 2025, and the quantity imported dropped by 47.8% [31][33] Recommended Companies - The report recommends gradually increasing positions in liquor stocks at low valuations, particularly focusing on leading companies such as Guizhou Moutai and Shanxi Fenjiu. It also highlights opportunities in consumer goods companies like Ximai Food, Youyou Food, Wancheng Group, and Bairun Shares, which are expected to benefit from new consumption trends [4][12][46]
行业周报:“禁酒令”纠偏催化反弹,重视板块底部机会-20250622
KAIYUAN SECURITIES· 2025-06-22 12:13
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the importance of identifying bottom opportunities in the liquor sector, with May retail sales data showing steady improvement [3][11] - The food and beverage index experienced a slight decline of 0.1% from June 16 to June 20, ranking 4th among primary sub-industries and outperforming the CSI 300 by approximately 0.3 percentage points [3][13] - The report highlights that the recent ban on alcohol consumption has significantly impacted liquor demand and market sentiment, leading to a continuous decline in stock prices. However, recent media clarifications have provided a slight rebound in the liquor sector [3][11] Summary by Sections 1. Weekly Insights - The liquor sector is focusing on bottom opportunities, with May retail sales data showing a steady upward trend [3][11] - The food and beverage index outperformed the market, with beer and liquor showing relative strength [3][11] 2. Market Performance - The food and beverage index had a decline of 0.1%, ranking 4th among 28 industries, with beer (+1.9%) and liquor (+1.1%) leading the performance [3][13] 3. Upstream Data - Some upstream raw material prices have decreased, which may alleviate cost pressures for beverage companies [16][33] 4. Liquor Industry News - The report notes that the liquor industry is currently in a bottoming phase, with expectations for gradual recovery as valuations become more attractive [4][12] 5. Recommended Companies - Recommended companies include Guizhou Moutai, Shanxi Fenjiu, Ximai Food, Wancheng Group, and Bairun Co. [5][12]
中证全指食品与主要用品零售指数报9515.51点,前十大权重包含王府井等
Jin Rong Jie· 2025-06-19 08:55
Group 1 - The core index of the China Securities Index for Food and Major Consumer Goods Retail has shown a decline of 2.40% over the past month, 6.58% over the past three months, and 6.48% year-to-date [1] - The index is composed of listed companies in the food and drug retail sector, reflecting the overall performance of these companies, with a base date of December 31, 2004, set at 1000.0 points [1] - The top ten weighted companies in the index include Yonghui Supermarket (6.61%), Digital China (6.21%), Wancheng Group (4.68%), Shanghai Pharmaceuticals (4.41%), Yifeng Pharmacy (4.32%), Jiuzhoutong (3.86%), Kidswant (3.41%), Sinopharm (3.25%), Wangfujing (3.17%), and TianKang (3.09%) [1] Group 2 - The market segments represented in the index include 43.94% in pharmaceutical commerce, 21.32% in supermarkets and convenience stores, 20.29% in specialty retail, and 14.46% in department stores [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or splits [2]
锡南科技(301170) - 2024年年度权益分派实施公告
2025-06-05 11:12
证券代码:301170 证券简称:锡南科技 公告编号:2025-020 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。 无锡锡南科技股份有限公司(以下简称"公司")2024 年年度权益分派方案已获 2025 年 5 月 12 日召开的 2024 年年度股东大会审议通过,现将权益分派事宜公告如下: 一、股东大会审议通过利润分配方案情况 1、公司 2024 年度的利润分配方案为:以截至 2024 年 12 月 31 日公司总股本 100,000,000 股为基数,公司拟向全体股东按 10 股派发现金股利 3.00 元(含税),共计 派发现金股利 30,000,000.00 元(含税),不进行公积金转增股本,不送红股。在利润 分配方案披露日至实施权益分派股权登记日期间,公司总股本若发生变动的,公司将 按照"每股分配比例不变"的原则,按照最新总股本对分配总额进行调整。 2、自上述方案披露至本次权益分派实施期间,公司股本总额未发生变化。 3、本次实施的权益分派方案与公司 2024 年年度股东大会审议通过的方案及其调 整原则一致。 4、本次实施权益分派距离公司股东大会审议 ...
行业周报:白酒配置价值更强,大众品拥抱新消费-20250518
KAIYUAN SECURITIES· 2025-05-18 08:24
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes that the value of liquor allocation is stronger, and consumer goods are embracing new consumption trends. The food and beverage index increased by 0.5% from May 12 to May 16, ranking 15th among 28 sub-industries, underperforming the CSI 300 by approximately 0.6 percentage points. Sub-industries such as health products (+8.5%), baked goods (+2.4%), and dairy products (+1.5%) performed relatively well [3][10][12] - The report indicates that liquor companies are experiencing low revenue growth, which is already anticipated by the market. This is due to demand remaining at a low level and companies reducing channel burdens. The report suggests that liquor is currently at a bottom range, with signs of marginal recovery in business demand and a pragmatic approach from liquor companies to reduce supply growth to alleviate channel pressure. Future performance growth is expected to rise gradually [10][11] - New consumption trends are emerging, driven by changes in business models and consumer perceptions. This is reflected in the food and beverage industry through new channels. Traditional offline retail channels are facing challenges, leading to opportunities for upstream brand suppliers. Retailers are adopting differentiated product selections and focusing on quality, which benefits suppliers with strong brand and product capabilities [11][12] Summary by Sections Market Performance - The food and beverage index increased by 0.5%, ranking 15th out of 28, and underperformed the CSI 300 by about 0.6 percentage points. Health products, baked goods, and dairy products showed leading performance [10][12] - Individual stocks such as Xianle Health, Youyou Foods, and Xiwang Foods saw significant gains, while Bai Run Foods, Ganyuan Foods, and ST Jia Jia experienced declines [12][18] Upstream Data - Some upstream raw material prices have decreased. For instance, the price of whole milk powder increased by 30.6% year-on-year, while the price of fresh milk decreased by 10.0% year-on-year [18][21] - The price of pork increased by 1.8% year-on-year, while the price of live pigs decreased by 3.8% year-on-year [24][25] Liquor Industry News - Moutai's sales through major e-commerce channels grew by over 30% in the first four months of the year. The company is also implementing new policies to boost sales during banquets [44] Recommendations - Recommended stocks include Shanxi Fenjiu, Guizhou Moutai, and Ximai Foods. Shanxi Fenjiu is expected to have high growth certainty in the medium term, while Guizhou Moutai is focusing on sustainable development and increasing dividend rates. Ximai Foods is anticipated to improve profitability due to better raw material costs [4][51]
锡南科技(301170) - 301170锡南科技投资者关系管理信息20250514
2025-05-14 08:36
无锡锡南科技股份有限公司 证券代码: 301170 证券简称:锡南科技 编号:2025-001 | 投资者关系活动 | 分析师会议 □特定对象调研 □ | | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 (请文字说明其他活动内容) □ | | 参与单位名称及 人员姓名 | 线上参与公司 2024 年度网上业绩说明会的投资者 | | 时间 | 年 月 日 (周三) 下午 2025 5 14 15:00~16:00 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net) | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、董事长、总经理 李忠良 | | 员姓名 | 2、财务总监、董事会秘书 沈国林 | | | 3、独立董事 刘志庆 | | | 4、独立董事 黄建康 | | 投资者关系活动 | 投资者提出的问题及公司回复情况: | | | 1、公司新客户、新市场拓展方面有哪些? | | | 答:公司努力开拓优质新客户,燃料电池电堆在储能行业得 ...