截至2025年11月14日收盘，振东制药(300158)报收于7.37元，上涨3.08%，换手率7.92%，成交量79.54万 手，成交额5.87亿元。 董秘最新回复 交易信息汇总资金流向 投资者： 你好，董秘，同为创新药，贵公司和常山药业差距在哪儿？同为流感药，贵公司和人民同泰 又差在哪儿？同为医美领域，贵公司和奥美医疗又落后在哪里？同为毛发医疗，贵公司和同行业的上市 公司又落后不少吗？为什么贵公司的股价远远落后于上述公司以及其他同行业的公司？公司为什么不采 取积极措施提振股价？回购固然是好，但依然建议公司高层把资金用来收购好的标的企业，实现新的增 长谢谢 11月14日主力资金净流出1760.73万元；游资资金净流入500.74万元；散户资金净流入1259.98万元。 董秘： 答：尊敬的投资者您好！感谢您的建议！二级市场的股价波动受多重因素影响。公司将持续聚 焦经营，通过优化产品矩阵、强化产品管线竞争力、加强渠道建设等多种举措提升公司业绩，以长期价 值回报股东。公司股份回购计划已实施完成，具体内容详见公司于2025年11月12日刊登在巨潮资讯网 （www.cninfo.com.cn）的《关于回购公司股份期限 ...

Group 1 - The stock price of Mambo (002351) closed at 12.77 yuan on November 5, 2025, with a slight increase of 0.16% and a turnover rate of 1.26%, indicating a trading volume of 65,700 shares and a transaction amount of 83.77 million yuan [1] - The company plans to repurchase 5.1 million shares for an employee stock ownership plan in 2024, showing a commitment to enhancing shareholder value [1] - The company is actively seeking suitable acquisition targets and will disclose any relevant projects in accordance with regulations, emphasizing its focus on core competitiveness and shareholder returns [1] Group 2 - On November 5, the net outflow of funds from major investors was 5.44 million yuan, while retail investors saw a net inflow of 7.18 million yuan, indicating differing investor behaviors in the market [2] - The overall trading information reflects a net outflow of 1.74 million yuan from speculative funds, highlighting a cautious sentiment among larger investors [2]

Group 1: Company Performance - The company achieved a revenue growth of 16.20% year-on-year in H1 2025, with a net profit growth of 26.24% [6] - The core growth business, cream, has seen a slowdown in growth to below 30% year-on-year, indicating a potential shift to a growth rate of 10-20% in the future [3] - Revenue from innovative channels such as catering, tea drinks, and new retail grew approximately 40% year-on-year in H1 2025 [3][7] Group 2: Shareholder Actions - Shareholders have reduced their holdings primarily to meet personal funding needs, which is unrelated to the company's fundamentals or industry outlook [6] - The company completed a share repurchase plan in January 2025 and will disclose any future repurchase plans in accordance with regulations [3] - The company is committed to enhancing investor relations and demonstrating its value to the capital market [6] Group 3: Product Development and Market Strategy - The company is focusing on diversifying its product matrix in the cream segment and enhancing channel depth and customer breadth [3] - New products such as milk cake batter and egg tart liquid have received positive market feedback, with UHT cream products currently in market testing [8] - The company emphasizes a multi-channel and multi-category development strategy, with a focus on large products and key customers [8] Group 4: Industry Challenges - The entry barriers for the cream industry include technical barriers, financial strength, channel coverage, and brand recognition [8] - Domestic substitution challenges primarily revolve around achieving high product quality and stable supply of core raw materials [8]

Group 1: Financial Performance - The company experienced a loss in Q1 2025 due to delays in mold business projects from overseas clients, impacting current performance [2] - Despite quarterly fluctuations, the overall operational profitability is expected to improve in the long term [3] - The company repurchased shares worth approximately 39.96 million yuan in 2024, with potential for further buyback plans depending on market conditions [3] Group 2: Business Operations and Strategy - The company has a robust order backlog in its mold business and multiple projects in the welding parts sector set to begin mass production within the year [3] - The overseas business, primarily in molds, accounts for about 10% of revenue from the U.S., with no trade barriers in other countries [2] - The company is enhancing its overseas capabilities and expanding its product line to mitigate trade risks [4] Group 3: Market and Industry Outlook - The global automotive industry faces uncertainties due to trade systems and macroeconomic fluctuations, affecting the company's main business [3] - The Austin factory in the U.S. has not yet turned profitable, with its business model awaiting stabilization from trade uncertainties [3] - The company aims to strengthen its overseas presence by leveraging customer resources and improving production capabilities [4]