证券之星消息，10月10日调味发酵品板块较上一交易日上涨0.27%，安琪酵母领涨。当日上证指数报收 于3897.03，下跌0.94%。深证成指报收于13355.42，下跌2.7%。调味发酵品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603288 海天味业 | | 6175.35万 | 8.90% | -604.43万 | -0.87% | -5570.93万 | -8.03% | | 603317 | 天味食品 | 1508.46万 | 21.22% | -2015.48万 | -28.36% | 507.02万 | 7.13% | | 603696 安记食品 | | 753.03万 | 8.06% | -979.98万 | -10.49% | 226.96万 | 2.43% | | 603027 | 千禾味业 | 541.73万 | 5.22% | -285.04万 | -2.74% ...

截至6月30日，日辰股份股东户数6357.00，较上期增加2.81%；人均流通股15512股，较上期减少 2.74%。2025年1月-6月，日辰股份实现营业收入2.04亿元，同比增长8.63%；归母净利润3523.48万元， 同比增长22.64%。 分红方面，日辰股份A股上市后累计派现2.02亿元。近三年，累计派现8811.33万元。 机构持仓方面，截止2025年6月30日，日辰股份十大流通股东中，中信保诚多策略混合(LOF)A （165531）位居第七大流通股东，持股95.06万股，为新进股东。融通健康产业灵活配置混合A/B （000727）退出十大流通股东之列。 10月10日，日辰股份盘中下跌2.01%，截至13:16，报30.78元/股，成交4490.65万元，换手率1.46%，总 市值30.35亿元。 资金流向方面，主力资金净流出823.34万元，特大单买入0.00元，占比0.00%，卖出143.34万元，占比 3.19%；大单买入589.06万元，占比13.12%，卖出1269.06万元，占比28.26%。 日辰股份今年以来股价涨15.47%，近5个交易日跌1.67%，近20日涨15.88%，近60 ...

证券之星消息，10月9日调味发酵品板块较上一交易日上涨0.78%，ST加加领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。调味发酵品板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603755 | 日辰股份 | 31.41 | -2.54% | 2.64万 | 8296.95万 | | 603317 | 天味食品 | 11.40 | -1.38% | 5.22万 | 5947.82万 | | 603170 | 宝立食品 | 14.31 | -1.11% | 1.93万 | 2756.51万 | | 600186 | 连化控股 | 5.78 | -0.52% | 49.92万 | 2.87亿 | | 300908 | 仲景食品 | 28.98 | -0.17% | 1.42万 | 4084.01万 ...

证券之星消息，9月30日调味发酵品板块较上一交易日上涨0.19%，ST加加领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。调味发酵品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) | | --- | --- | --- | --- | --- | --- | | 002650 | ST加加 | 6.44 | 5.06% | 5.78万 | 3716.83万 | | 603755 | 日后股份 | 32.23 | 1.67% | 1.84万 | 5866.38万 | | 603027 | 千禾味业 | 11.43 | 0.97% | 8.06万 | 9180.96万 | | 600305 | 恒顺醋业 | 7.92 | 0.89% | - 8.62万 | 6796.20万 | | 603317 | 天味食品 | 11.56 | 0.43% | 2.81万 | 3237.66万 | | 603170 | 宝立食品 | 14.47 | 0.28% | 1.89万 | 2722.65万 | | 603288 ...

Group 1 - The core viewpoint of the news is that Rizhao Food Co., Ltd. (日辰股份) has shown positive stock performance and financial growth, with a notable increase in revenue and net profit in the first half of 2025 [1][2]. Group 2 - As of September 30, the stock price of Rizhao Food Co., Ltd. increased by 2.08% to 32.36 CNY per share, with a total market capitalization of 3.191 billion CNY [1]. - The company reported a revenue of 204 million CNY for the first half of 2025, representing a year-on-year growth of 8.63%, and a net profit of 35.2348 million CNY, which is a 22.64% increase compared to the previous year [2]. - The main business revenue composition includes 71.72% from sauce seasonings, 22.29% from powdered seasonings, 5.15% from baked goods, 0.63% from food additives, and 0.21% from other sources [1]. - The company has distributed a total of 202 million CNY in dividends since its A-share listing, with 88.1133 million CNY distributed in the last three years [3]. Group 3 - As of June 30, the number of shareholders increased by 2.81% to 6,357, while the average circulating shares per person decreased by 2.74% to 15,512 shares [2]. - The top ten circulating shareholders include a new entry, CITIC Prudential Multi-Strategy Mixed Fund (中信保诚多策略混合), holding 950,600 shares [3].

Company Overview - Angel 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 first half of 2025, Angel Yeast achieved operating revenue of 7.899 billion yuan, a year-on-year increase of 10.10%, and a net profit attributable to shareholders of 799 million yuan, a year-on-year increase of 15.66% [2] - Since its A-share listing, Angel Yeast has distributed a total of 3.961 billion yuan in dividends, with 1.341 billion yuan distributed in the last three years [3] Stock Market Activity - As of September 29, Angel Yeast's stock price was 39.70 yuan per share, with a market capitalization of 34.462 billion yuan. The stock has increased by 11.83% year-to-date [1] - The stock experienced a net outflow of 10.036 million yuan in principal funds, with significant selling pressure observed [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the last occurrence on March 5, where it recorded a net buy of -136 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders was 63,900, a decrease of 5.74% from the previous period, with an average of 13,411 circulating shares per person, an increase of 6.42% [2] - Major shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 36.9082 million shares, and Southern CSI 500 ETF as the fifth-largest shareholder with 9.0213 million shares [3]

智通财经APP获悉，兴业证券发布研报称，随着10月底三季报披露期临近，股价与业绩的相关性逐渐提升。9月以来盈利预测上修较多的行业主要集中 在：科技（游戏、计算机设备、通信设备、元件）、先进制造（摩托车、航空航海装备、家电零部件、电池等）、周期（贵金属、玻璃玻纤、钢铁、工业 金属等）、消费（饮料乳品、调味发酵品、教育等）、金融（券商保险、城商行）。 兴业证券主要观点如下： 10月进入三季报交易窗口，景气投资有效性提升。我们统计了全年各个月份个股涨跌幅排名与业绩增速排名的相关性，可以看到，随着10月底三季报披露 期临近，股价与业绩的相关性逐渐提升。 其中，9月以来涨幅偏低的行业主要包括：航天航海装备、小金属、券商保险、教育、农化制品、医疗服务、白电、化学原料、养殖等。 9月以来盈利预测上修较多的行业主要集中在：科技（游戏、计算机设备、通信设备、元件）、先进制造（摩托车、航空航海装备、家电零部件、电池 等）、周期（贵金属、玻璃玻纤、钢铁、工业金属等）、消费（饮料乳品、调味发酵品、教育等）、金融（券商保险、城商行）。 | 板块 | 一级行业 | 二级行业 | 9月以来2025E净利润 上修公司的利润占比 | 2025 ...

Core Insights - The seasoning and fermentation sector saw a 0.56% increase on September 26, with Angel Yeast leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Stock Performance - Angel Yeast (600298) closed at 40.54, up 2.37% with a trading volume of 128,000 shares and a turnover of 520 million yuan [1] - Anji Food (603696) closed at 12.01, up 1.78% with a trading volume of 94,400 shares and a turnover of 113 million yuan [1] - Qianhe Flavor (603027) closed at 11.32, up 0.89% with a trading volume of 81,100 shares and a turnover of 91.29 million yuan [1] - Haitian Flavor (603288) closed at 38.80, up 0.52% with a trading volume of 135,000 shares and a turnover of 522 million yuan [1] - Other notable stocks include Jialong Co. (002495) at 2.60, up 0.39%, and Hengshun Vinegar (600305) at 7.86, up 0.26% [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 13.39 million yuan from institutional investors, while retail investors saw a net outflow of 47.95 million yuan [2] - Conversely, speculative funds recorded a net inflow of 61.34 million yuan [2] Individual Stock Capital Flow - Angel Yeast (600298) had a net inflow of 10.98 million yuan from institutional investors, while retail investors experienced a net outflow of 43.58 million yuan [3] - Qianhe Flavor (603027) saw a net inflow of 10.51 million yuan from institutional investors, with retail investors also experiencing a net outflow of 4.44 million yuan [3] - Other stocks like Hengshun Vinegar (600305) and Haitian Flavor (603288) also showed varied capital flows, with net inflows and outflows from different investor types [3]

证券之星消息，9月25日调味发酵品板块较上一交易日下跌0.51%，朱老六领跌。当日上证指数报收于 3853.3，下跌0.01%。深证成指报收于13445.9，上涨0.67%。调味发酵品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) | | | --- | --- | --- | --- | --- | --- | --- | | 600298 | 安脂酵母 | 39.60 | 0.74% | 7.34万 | | 2.90亿 | | 600186 | 连化控股 | 5.86 | -0.17% | 29.61万 | | 1.74亿 | | 603755 | 日辰股份 | 31.50 | -0.22% | ● 1.58万 | | 4997.14万 | | 600305 | 恒顺醋业 | 7.84 | -0.51% | 6.66万 | | 5238.63万 | | 603288 | 海天味业 | 38.60 | -0.52% | 12.46万 | | 4.82亿 | | 300908 | 仲景食品 | 29.47 | -0.71% | 8930.47 | | 26 ...

Core Viewpoint - The seasoning and fermentation products sector experienced a decline of 1.19% on September 24, with XD Haitian leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] - The main funds in the seasoning and fermentation products sector saw a net outflow of 94.34 million yuan, while retail investors had a net inflow of 122 million yuan [2] Group 2: Individual Stock Performance - The top-performing stocks in the sector included: - Richen Co., Ltd. (603755) with a closing price of 31.57, up 2.87% and a trading volume of 26,100 lots [1] - Baoli Food (603170) closed at 14.48, up 2.40% with a trading volume of 39,000 lots [1] - Jialong Co., Ltd. (002495) closed at 2.61, up 1.16% with a trading volume of 182,200 lots [1] - XD Haitian (603288) closed at 38.80, down 0.61% with a trading volume of 136,900 lots [2] - Other notable stocks included: - Anji Food (603696) closed at 11.92, up 0.25% with a trading volume of 66,300 lots [2] - Zhongjing Food (300908) closed at 29.68, up 0.44% with a trading volume of 13,600 lots [2]