中粮糖业所属申万行业为：农林牧渔-农产品加工-其他农产品加工。所属概念板块包括：中粮集团、调 味品、乡村振兴、新疆振兴、中字头等。 截至9月30日，中粮糖业股东户数8.20万，较上期减少23.80%；人均流通股26083股，较上期增加 31.24%。2025年1月-9月，中粮糖业实现营业收入203.05亿元，同比减少10.60%；归母净利润8.15亿元， 同比减少29.86%。 分红方面，中粮糖业A股上市后累计派现54.00亿元。近三年，累计派现37.22亿元。 机构持仓方面，截止2025年9月30日，中粮糖业十大流通股东中，红利低波（512890）位居第二大流通 股东，持股4359.18万股，相比上期增加484.73万股。香港中央结算有限公司位居第四大流通股东，持股 2103.08万股，相比上期增加593.92万股。南方中证500ETF（510500）位居第七大流通股东，持股 1555.46万股，相比上期减少30.88万股。汇添富中证主要消费ETF（159928）位居第八大流通股东，持 股1352.09万股，相比上期增加468.71万股。东方红中证东方红红利低波动指数A（012708）位居第十大 流通股东， ...

Core Viewpoint - The stock price of Jinlongyu has experienced a decline, with a year-to-date drop of 6.89% and a recent 5-day drop of 8.05%, indicating potential concerns regarding its market performance [1] Company Overview - Jinlongyu, officially known as Yihai Kerry Arawana Holdings Co., Ltd., is based in Shanghai and was established on June 17, 2005, with its IPO on October 15, 2020 [1] - The company specializes in the research, production, and sales of kitchen foods, feed raw materials, and oil technology products, with revenue contributions of 61.85% from kitchen foods and 37.33% from feed raw materials and oil technology [1] Financial Performance - For the period from January to September 2025, Jinlongyu reported a revenue of 184.27 billion yuan, reflecting a year-on-year growth of 5.02%, while the net profit attributable to shareholders increased by 92.06% to 2.749 billion yuan [2] - 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] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 115,000, with an average of 4,720 circulating shares per person, a decrease of 0.68% [2] - The largest circulating shareholder is 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 various ETFs, with notable changes in holdings among them, such as a decrease in shares held by E Fund's ChiNext ETF and Huatai-PineBridge's CSI 300 ETF [3]

Core Viewpoint - COFCO Sugar's stock price has experienced fluctuations, with a year-to-date increase of 72.96% but a recent decline of 5.94% over the past five trading days [1] Group 1: Stock Performance - As of November 24, COFCO Sugar's stock price was 16.95 CNY per share, with a market capitalization of 36.253 billion CNY [1] - The stock has seen a trading volume of 204 million CNY and a turnover rate of 0.55% [1] - Year-to-date, the stock has risen by 72.96%, with a 5.94% decline in the last five trading days, a 16.26% increase over the last 20 days, and a 13.61% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, COFCO Sugar reported a revenue of 20.305 billion CNY, a year-on-year decrease of 10.60%, and a net profit attributable to shareholders of 815 million CNY, down 29.86% year-on-year [2] Group 3: Shareholder Information - As of September 30, 2025, COFCO Sugar had 82,000 shareholders, a decrease of 23.80% from the previous period, with an average of 26,083 circulating shares per shareholder, an increase of 31.24% [2] - The company has distributed a total of 5.4 billion CNY in dividends since its A-share listing, with 3.722 billion CNY distributed in the last three years [3] - The top circulating shareholders include Hongli Low Volatility (512890) and Hong Kong Central Clearing Limited, with significant changes in their holdings [3]

Core Viewpoint - COFCO Sugar's stock price has shown significant volatility, with a year-to-date increase of 80.10%, but recent trading indicates a slight decline in market interest and liquidity [1][2]. Group 1: Stock Performance - As of November 18, COFCO Sugar's stock price was 17.65 CNY per share, with a market capitalization of 37.751 billion CNY [1]. - The stock has experienced a net outflow of 17.2785 million CNY in principal funds, with large orders showing a buy of 48.5465 million CNY and a sell of 69.7711 million CNY [1]. - Over the past five trading days, the stock has increased by 0.17%, while it has risen by 13.58% over the past 20 days and 15.59% over the past 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, COFCO Sugar reported a revenue of 20.305 billion CNY, a year-on-year decrease of 10.60%, and a net profit attributable to shareholders of 0.815 billion CNY, down 29.86% year-on-year [2]. - The company has distributed a total of 5.4 billion CNY in dividends since its A-share listing, with 3.722 billion CNY distributed in the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, COFCO Sugar had 82,000 shareholders, a decrease of 23.80% from the previous period, with an average of 26,083 circulating shares per shareholder, an increase of 31.24% [2]. - The top ten circulating shareholders include notable entities such as Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with varying changes in their holdings [3].

Core Points - Xue Tian Salt Industry's stock price increased by 2.27% on November 17, reaching 6.30 CNY per share with a trading volume of 1.08 billion CNY and a market capitalization of 10.33 billion CNY [1] - The company has seen a year-to-date stock price increase of 14.48%, with recent gains of 5.35% over the last five trading days, 6.96% over the last twenty days, and 20.46% over the last sixty days [2] - As of September 30, the number of shareholders decreased by 9.21% to 37,500, while the average circulating shares per person increased by 10.14% to 43,711 shares [2] Business Overview - Xue Tian Salt Industry, established on December 16, 2011, and listed on March 26, 2018, is located in Changsha, Hunan Province, and specializes in the production and sale of salt and salt chemical products [2] - The main products include table salt, industrial salt, daily chemical salt, livestock salt, soda ash, ammonium chloride, hydrogen peroxide, and mirabilite [2] - The revenue composition of the main business is as follows: various salts 41.17%, soda ash 25.62%, ammonium chloride 12.20%, caustic soda 9.53%, others 7.53%, hydrogen peroxide 2.03%, and mirabilite 1.93% [2] Financial Performance - For the period from January to September 2025, Xue Tian Salt Industry reported a revenue of 3.244 billion CNY, a year-on-year decrease of 21.99%, and a net profit attributable to shareholders of 32.63 million CNY, down 90.37% year-on-year [2] - The company has distributed a total of 1.294 billion CNY in dividends since its A-share listing, with 843 million CNY distributed over the past three years [3]

截至9月30日，天味食品股东户数3.17万，较上期减少12.51%；人均流通股33564股，较上期增加 14.30%。2025年1月-9月，天味食品实现营业收入24.11亿元，同比增长1.98%；归母净利润3.92亿元，同 比减少9.30%。 分红方面，天味食品A股上市后累计派现16.44亿元。近三年，累计派现12.50亿元。 机构持仓方面，截止2025年9月30日，天味食品十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1628.23万股，相比上期增加132.26万股。景顺长城新兴成长混合A（260108）位居第六大 流通股东，持股863.63万股，持股数量较上期不变。 11月17日，天味食品盘中上涨2.06%，截至13:00，报13.35元/股，成交8835.08万元，换手率0.63%，总 市值142.18亿元。 资金流向方面，主力资金净流入682.65万元，特大单买入119.80万元，占比1.36%，卖出0.00元，占比 0.00%；大单买入1722.64万元，占比19.50%，卖出1159.78万元，占比13.13%。 天味食品今年以来股价涨4.37%，近5个交易日涨2.30%，近20日 ...

Core Viewpoint - Tianwei Food's stock price has shown fluctuations, with a recent decline of 2.07%, while the company has experienced a year-to-date increase of 3.74% in stock price [1] Group 1: Stock Performance - As of November 14, Tianwei Food's stock price is 13.27 CNY per share, with a market capitalization of 14.133 billion CNY [1] - The stock has increased by 5.91% over the last five trading days, 14.99% over the last 20 days, and 12.27% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Tianwei Food reported a revenue of 2.411 billion CNY, representing a year-on-year growth of 1.98% [2] - The net profit attributable to shareholders for the same period was 392 million CNY, reflecting a year-on-year decrease of 9.30% [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Tianwei Food is 31,700, a decrease of 12.51% from the previous period [2] - The average number of circulating shares per shareholder is 33,564, which is an increase of 14.30% from the previous period [2] Group 4: Dividend Information - Since its A-share listing, Tianwei Food has distributed a total of 1.644 billion CNY in dividends, with 1.250 billion CNY distributed over the last three years [3] Group 5: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 16.2823 million shares, an increase of 1.3226 million shares from the previous period [3] - Invesco Great Wall New Growth Mixed A (260108) is the sixth-largest circulating shareholder, holding 8.6363 million shares, with no change in the number of shares held [3]

Core Viewpoint - Anqi Yeast's stock price has shown a mixed performance in recent trading sessions, with a year-to-date increase of 14.00% and a recent 5-day increase of 8.41%, indicating potential investor interest and market volatility [1][2]. Company Overview - Anqi Yeast Co., Ltd. is located at 168 Chengdong Avenue, Yichang City, Hubei Province, established on March 25, 1998, and listed on August 18, 2000. The company primarily engages in the development, production, and operation of yeast, yeast derivatives, and related biological products [1]. - The main business revenue composition includes yeast and related industries at 90.62%, other at 7.89%, and packaging materials at 4.07% [1]. Financial Performance - For the period from January to September 2025, Anqi Yeast achieved an operating income of 11.786 billion yuan, representing a year-on-year growth of 8.01%. The net profit attributable to shareholders was 1.116 billion yuan, reflecting a year-on-year increase of 17.13% [2]. - Since its A-share listing, Anqi Yeast has distributed a total of 3.961 billion yuan in dividends, with 1.341 billion yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, Anqi Yeast had 60,500 shareholders, a decrease of 5.29% from the previous period. The average circulating shares per person increased by 5.59% to 14,161 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the third-largest shareholder with 19.6933 million shares, a decrease of 17.2149 million shares from the previous period. New shareholder entries include Huatai-PineBridge CSI Major Consumption ETF with 7.6885 million shares [3]. Market Activity - On November 12, Anqi Yeast's stock rose by 2.02%, reaching 40.47 yuan per share, with a trading volume of 177 million yuan and a turnover rate of 0.52%. The total market capitalization stood at 35.13 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on March 5, where it recorded a net buy of -136 million yuan [1].

Core Viewpoint - The stock of Huazi Industrial has shown significant growth this year, with a year-to-date increase of 38.73%, indicating strong market interest and performance in the agricultural processing sector [1][2]. Company Performance - As of November 11, Huazi Industrial's stock price reached 9.60 CNY per share, with a market capitalization of 4.655 billion CNY [1]. - The company has seen a net inflow of main funds amounting to 5.1038 million CNY, with significant buying activity from large orders [1]. - For the period from January to September 2025, Huazi Industrial reported a revenue of 415 million CNY, reflecting a year-on-year growth of 0.27%, while the net profit attributable to shareholders increased by 31.94% to 57.2689 million CNY [2]. Stock Market Activity - The stock has been active on the market, appearing on the "龙虎榜" (Dragon and Tiger List) seven times this year, with the most recent appearance on September 1, where it recorded a net buy of -23.7619 million CNY [1]. - The stock has shown a 4.46% increase over the last five trading days and a 25.00% increase over the last 20 days [1]. Business Overview - Huazi Industrial, established on November 30, 1998, primarily engages in the processing and trading of agricultural products, with 86.17% of its revenue coming from grain deep processing products and 13.12% from sugar products [1][2]. - The company is classified under the agricultural and forestry industry, specifically in the agricultural product processing sector [2]. Dividend Information - Since its A-share listing, Huazi Industrial has distributed a total of 158 million CNY in dividends, with no dividends paid in the last three years [3].

Core Viewpoint - Lianhua Holdings has shown a slight increase in stock price and significant trading activity, indicating investor interest and potential market movements [1][2]. Group 1: Stock Performance - On November 10, Lianhua Holdings' stock rose by 2.11%, reaching 5.81 CNY per share, with a trading volume of 231 million CNY and a turnover rate of 2.25%, resulting in a total market capitalization of 10.418 billion CNY [1]. - Year-to-date, the stock price has increased by 1.93%, but it has seen declines of 0.68% over the last five trading days, 2.52% over the last twenty days, and 5.83% over the last sixty days [1]. - The company has appeared on the "Dragon and Tiger List" eight times this year, with the most recent appearance on February 13, where it recorded a net buy of -154 million CNY [1]. Group 2: Company Overview - Lianhua Holdings, established on July 2, 1998, and listed on August 25, 1998, is located in Xiangcheng, Henan Province, and specializes in the research, production, and sales of food and seasoning products [2]. - The main revenue sources include amino acid seasonings (66.70%), compound seasonings (13.51%), and other products such as flour and liquid seasonings [2]. - As of September 30, the number of shareholders decreased by 17.81% to 143,700, while the average circulating shares per person increased by 21.67% to 12,429 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, Lianhua Holdings reported a revenue of 2.491 billion CNY, reflecting a year-on-year growth of 28.74%, and a net profit attributable to shareholders of 253 million CNY, up 53.09% year-on-year [2]. - The company has distributed a total of 204 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 4: Shareholder Structure - As of September 30, 2025, the fourth largest circulating shareholder is Shenwan Hongyuan Securities Co., Ltd., holding 30.8921 million shares as a new shareholder [3]. - Hong Kong Central Clearing Limited is the fifth largest shareholder, increasing its holdings by 13.3345 million shares to 26.3146 million shares [3].