股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年11月30日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 粤海投資有限公司 | | | 呈交日期: | 2025年12月2日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00270 | 說明 | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 6,537,821,440 | | 0 | | 6,537,821,440 | | 增加 / 減少 (-) | | | ...

Core Viewpoint - The food sector experienced significant movement on December 2, with companies such as Anji Food and Huifa Food reaching their daily price limits. Group 1: Company Performance - Huifa Food (603536) saw a price increase of 9.99%, reaching 14.87, with a market capitalization of 3.6 billion [2][3] - Anji Food (603696) also increased by 10.00%, reaching a price of 14.63 [3] - Haixin Food (002702) recorded a rise of 10.05%, with its current price at 8.76 [3] Group 2: Market Trends - The food sector showed a broad upward trend, with several companies like Xiwang Food and Zhu Laoliu increasing by over 5% [2] - Other companies such as Gaisi Food, Yuanzhu Shares, and Sanquan Food also experienced price increases, indicating a positive market sentiment in the food industry [2]

Group 1 - The core point of the news is that southbound funds have increased their holdings in Yuehai Investment (00270.HK) by 114,000 shares on December 1, 2025, marking a trend of consistent net increases over recent trading days [1] - Over the past five trading days, southbound funds have increased their holdings for four days, resulting in a total net increase of 2,006,000 shares [1] - In the last twenty trading days, there have been fifteen days of net increases, totaling 16,716,000 shares acquired by southbound funds [1] - As of now, southbound funds hold 520 million shares of Yuehai Investment, which represents 7.95% of the company's total issued ordinary shares [1] Group 2 - Yuehai Investment Co., Ltd. primarily engages in water supply and wastewater treatment as an investment holding company [2] - The company operates through seven divisions, including water resources, property investment and development, department store operations, power generation, hotel management, toll roads and bridges, and other treasury services [2]

Market Overview - On November 28, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.21%, the Shenzhen Component Index up by 0.72%, and the ChiNext Index up by 0.71. The total market turnover was 983.6 billion yuan, a decrease of 113.4 billion yuan compared to the previous trading day, with over 3,500 stocks rising [2]. Company Highlights - Haixin Food experienced a significant surge, hitting the daily limit and achieving a turnover rate of over 38% with a transaction volume of 1.123 billion yuan by midday. This marked the third consecutive day of limit-up trading for the company [4]. - Haixin Food announced that its stock price had deviated significantly, with a cumulative increase of over 20% over two trading days. The company stated that its recent operational conditions remain normal, with no significant changes in the internal or external business environment. The company highlighted two key operational achievements: a strategic breakthrough in new channel expansion by entering the Sam's Club system, which enhances brand reputation and pricing power, and a year-on-year growth in its snack food business [7]. Industry Trends - The dairy sector showed strong performance, with Sunshine Dairy and Yantang Dairy both hitting the daily limit. Sunshine Dairy began its surge at 10:48 AM, reaching the limit within one minute, while Yantang Dairy followed suit, hitting the limit within five minutes around 11 AM [9]. - A report from Huatai Securities indicated that the essential consumer goods sector has significant room for structural upgrades domestically and opportunities for overseas expansion. The report noted that leading companies have been increasing their dividend rates, providing a threefold advantage of dividend yield support, long-term growth potential, and low valuation elasticity in a low-interest-rate environment. The current allocation ratio and valuation percentiles for the essential consumer goods industry are at historical lows, suggesting a favorable entry point for investments [13].

Market Overview - A-shares experienced a slight increase on November 28, with the metal sector leading the gains [1][3] - The Hang Seng Index continued to fluctuate around the 26,000-point mark [11] A-share Performance - Major indices in the A-share market saw varying degrees of increase, with the Shanghai Composite Index at 3,883.46, up 0.21%, and the Shenzhen Component Index at 12,967.66, up 0.72% [4] - The metal sector led the gains, with a peak increase of nearly 2%, particularly driven by lithium mining stocks [4][5] - Notable performers included Alloy Investment (000633) hitting the daily limit, and several other lithium-related stocks such as Shengxin Lithium Energy (002240) and Longda Shares showing increases over 5% [5] Individual Stock Movements - Hai Xin Food (002702) exhibited extreme volatility, initially hitting the daily limit down before rapidly recovering to hit the limit up, showcasing a "地天板" (limit down to limit up) pattern [9] - The stock had previously experienced three consecutive trading days of limit up, indicating strong market interest [9] Sector Performance - Other sectors such as steel, electronics, machinery, agriculture, and power equipment also saw increases exceeding 1% [5] - Conversely, sectors like banking, beauty care, and coal experienced declines [5] Hong Kong Market Dynamics - The Hang Seng Index was reported at 25,884.42, down 0.24%, with notable fluctuations in individual stocks [12] - Pop Mart continued to lead gains among Hang Seng constituents, with a rise exceeding 5% [12] - China Shangcheng experienced significant volatility, with a drop of over 30% during the session, following a previous day's decline of more than 70% [12] Fujian Sector Developments - The Fujian sector saw multiple stocks surge, including Fujian Cement (600802) and Xiamen Tungsten (600549), which hit the daily limit [6] - The recent "14th Five-Year Plan" released by Fujian emphasizes deepening state-owned enterprise reforms and enhancing core competitiveness [8]

Core Viewpoint - Hai Xin Food experienced significant stock price volatility, with a rapid drop followed by a surge to the daily limit, indicating strong market interest and trading activity [1][3]. Group 1: Stock Performance - On November 28, Hai Xin Food opened low but quickly hit the daily limit, with a trading volume exceeding 37% and a transaction amount over 1 billion [1]. - The stock had previously experienced two consecutive days of hitting the limit up [3]. Group 2: Company Announcements - Hai Xin Food issued a stock price fluctuation announcement stating that it had not discovered any significant undisclosed information affecting stock trading prices, and that its recent operational conditions remained normal [3]. - The company highlighted strategic breakthroughs in new channel expansion, particularly entering the Sam's Club system, and reported year-on-year growth in its snack food business across major retail channels [3]. Group 3: Future Outlook - In response to inquiries about potential revenue pressure in the fourth quarter, Hai Xin Food indicated that the fourth quarter is typically a peak season due to traditional demand and preparations for the Spring Festival [4].

甲方(出让方):广东粤海水务股份有限公司 统一社会信用代码: 91440300568520172L 住所:深圳市罗湖区黄贝街道水库社区东湖二路 68 号粤海水务 1 号 楼整套 法定代表人:郑航桅 乙方(受让方):广东粤海水务投资有限公司 统一社会信用代码: 91440300326228910C 住所:深圳市罗湖区黄贝街道水库社区东湖二路 68 号粤海水务 1 号 楼整套 合同编号 CD252025000257 《股权转让合同》之补充协议 法定代表人:赛常胜 目标公司:阳江粤海清源环保有限公司 统一社会信用代码: 91441700MA51HWRWOW 住所:广东省阳江市江城区长洲岛西南华龙村西 500米处中洲岛净水 厂(住所申报) 法定代表人:林伟哲 合同编号 CD252025000257 鉴于: 各方于 2025年10月28 目签订了《广东粤海水务股份有限公司与广 东粤海水务投资有限公司关于阳江粤海清源环保有限公司的股权转让合 同》(下称原合同),就出让方将目标公司股权出让给受让方的事宜做了约 定。现经双方友好协商,就原合同关于股权交割日定义达成如下约定; 第一条 将原协议第2.2条"各方同意,自本协议第3 ...

广东粤海水务股份有限公司 阳江粤海清源环保有限公司的 股权转让合同 签订日期:2015年10 月28 日 the star 股权转让合同 本股权转让合同(下称"本合同")由以下各方于 2025年 v0 | 月 98 | 日在广 东省深圳市签署: 甲方(出让方):广东粤海水务股份有限公司 统一社会信用代码:91440300568520172L 住所:深圳市罗湖区黄贝街道水库社区东湖二路 68 号粤海水务 1 号楼整套 法定代表人:郑航枪 与 广东粤海水务投资有限公司 关于 目标公司:阳江粤海清源环保有限公司 统一社会信用代码:91441700MA51HWRW0W 住所:广东省阳江市江城区长洲岛西南华龙村西 500米处中洲岛净水厂(住所申 报) 法定代表人:林伟哲 (出让方、受让方合称"双方",出让方、受让方及目标公司合称"各方") 鉴于: 1. 阳江粤海清源环保有限公司(下称"目标公司")是根据中国内地法律 在 阳 江 市 注 册 成 立 的 有 限 责 任 公 司, 统 一 社 会 信 用 代 码 为 91441700MA51HWRW0W,注册资本为人民币 27333.34 万元,住所为广东省阳 江市江城区长 ...

合同编号 G2762025000043 《股权转让合同》之补充协议 甲方(出让方):广东粤海水务股份有限公司 统一社会信用代码: 91440300568520172L 住所:深圳市罗湖区黄贝街道水库社区东湖二路 68 号粤海水务 1 号 楼整套 合同编号 G2762025000043 海水务控股有限公司关于汕头市粤海水务有限公司的股权转让合同》(下 称原合同）,就出让方将目标公司股权出让给受让方的事宜做了约定。现 经双方友好协商,就原合同关于股权交割目定义达成如下约定; 法定代表人:郑航桅 乙方(受让方):粤海水务控股有限公司 商业登记证号:1084730 住所:香港干诺道中 148 号粤海投资大厦 28、29 楼 授权代表:闫晓锋 目标公司:汕头市粤海水务有限公司 统一社会信用代码: 91440500192720773W 住所:金砂路 60 号 法定代表人:陈道来 鉴于: 各方于 2025年10月28 目签订了《广东粤海水务股份有限公司与粤 V See 3 and 第一条 将原协议第2.2条"各方同意,自本协议第3条交割先决条 件满足之日起5个工作日内,受让方应以银行转账的方式向出让方指定银 行账户一次付清 ...

线 between with the control 合同编号 G2762025000040 广东粤海水务股份有限公司 与 粤海水务控股有限公司 关于 汕头市粤海水务有限公司的 股权转让合同 签订日期:205 年 10 月 8 日 t a status and the status and the status and the second of the second of the second of the status and the second of t with the subject of the state 合同编号 G2762025000040 股权转让合同 本股权转让合同(下称"本合同")由以下各方于 2025年10月28日在广东省 深圳市签署: 甲方(出让方): 广东粤海水务股份有限公司 统一社会信用代码:91440300568520172L 住所:深圳市罗湖区黄贝街道水库社区东湖二路 68 号粤海水务 1 号楼整套 法定代表人:郑航桅 乙方(受让方):粤海水务控股有限公司 商业登记证号:1084730 住所:香港干诺道中 148 号粤海投资大厦 28、29 楼 授权代表:赛常胜 目标公司 ...