★ 宏观动态 ★ 商务部：截至2024年底对外投资存量超过3万亿美元，连续8年保持全球前三 国新办8月26日下午3时举行新闻发布会，商务部副部长兼国际贸易谈判副代表凌激表示，2012年以来，中国的对外投资 流量连续13年位居全球前三。截至2024年底，中国在境外设立企业超过5万家，遍布190个国家和地区。对外投资存量超 过3万亿美元，连续8年保持全球前三，占全球对外投资比重增至7.2%。在对外投资发展过程中，中国企业的国际竞争力 不断提升，为全球产供链的稳定畅通作出了积极贡献。 深圳首家市内免税店正式开业 8月26日，深圳首家市内免税店正式开业。市内免税店由中免集团、深圳免税集团、深业集团联合打造，该店位于深业上 城一层，面积近3000平方米。门店聚焦消费者多元需求，涵盖美妆护肤、腕表首饰、高端酒水、国潮精品、科技电子等 品类的商品。 今晚油价下调 加满一箱油能少花7元 据央视财经，根据国家发展改革委消息，新一轮成品油调价窗口将于8月26日24时开启。据国家发展改革委价格监测中心 监测，本轮成品油调价周期内（8月12日—8月25日）国际油价先降后升。记者今天从国家发展改革委获悉，本次油价调 整具体情况如下：从 ...

潮宏基同样也备受券商关注，近一个月获民生证券、山西证券、海通国际、开源证券、东吴证券、华源 证券、天风证券、国信证券等11份券商研报关注。 券商评级是指证券公司的分析师，通过分析上市公司的财务潜力、财务指标、公司运营治理能力，然后 进行实地考察调研后得出的评论，备受投资者关注。 据证券之星数据库不完全统计，8月26日券商共给予近120家A股上市公司"买入"评级。从行业分布看， 券商8月26日关注的个股聚焦于农牧饲渔、珠宝首饰、化学制品、汽车整车、酿酒、食品饮料、软件开 发、化肥等行业。 | 股票代码 | 股票简称 | 报告名称 | 评级变动 | 机构 | 近一月个 股研报数 | 行业 | 日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002714 | 牧原股份 | 养殖成本优势突出,高分红积极回报股东 | 址 人 | 中邮证券 | 11 | 农牧饲渔 | 8月26日 | | 002345 | 潮完具 | 2025年半年报点评:业绩增长亮眼,品牌势能强 劲,海外积极布局 | ਸ਼ੇ ਮ | 国元证券 | 11 | 珠宇直饰 | 8月26日 | ...

Market Performance - The Shanghai Composite Index closed at 3868.38, down by 15.18 points or 0.39% [1][2] - The Shenzhen Component Index closed at 12473.17, up by 32.1 points or 0.26% [1][2] - The ChiNext Index closed at 2742.13, down by 20.86 points or 0.75% [1][2] - The CSI 300 Index closed at 4452.59, down by 16.63 points or 0.37% [1][2] Trading Volume - The total trading volume for the Shanghai Composite was 11141.88 billion [1] - The total trading volume for the Shenzhen Component was 15648.32 billion [1] - The total trading volume for the ChiNext was 7500.68 billion [1] - The total trading volume for the CSI 300 was 6279.5 billion [1] Industry Performance - The top five performing industries included: - Gaming: up by 2.36% - Chemical Fiber: up by 2.1% - Fertilizer: up by 2.06% - Beauty and Personal Care: up by 1.93% - Agriculture, Animal Husbandry, and Fishery: up by 1.49% [1] - The bottom five performing industries included: - Minor Metals: down by 2.07% - Medical Services: down by 1.71% - Biological Products: down by 1.48% - Shipbuilding: down by 1.4% - Insurance: down by 1.12% [1]

Group 1 - The stock price of Honghui Fruits and Vegetables is reported at 9.33 yuan, down 0.16 yuan from the previous trading day, with a decline of 1.69% [1] - The opening price for the day was 9.47 yuan, reaching a high of 9.54 yuan and a low of 9.24 yuan, with a trading volume of 270,017 hands and a transaction amount of 253 million yuan [1] - Honghui Fruits and Vegetables is primarily engaged in the planting, purchasing, processing, and sales of fruit and vegetable products, operating within the agriculture, animal husbandry, and fishery industry [1] Group 2 - Recently, the company established a wholly-owned subsidiary, Shanghai Juhui Ze Pharmaceutical Technology Co., Ltd., with a registered capital of 10 million yuan, focusing on goods and technology import and export [1] - On August 25, the net outflow of main funds for Honghui Fruits and Vegetables was 27.86 million yuan, accounting for 0.52% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 38.51 million yuan, representing 0.72% of the circulating market value [1]

圣农发展8月25日收盘报17.26元，较前一交易日下跌0.10元，跌幅0.58%。当日成交量为18.52万手，成 交金额达3.19亿元。该股开盘报17.36元，盘中最高触及17.38元，最低下探至17.03元，振幅2.02%。 圣农发展主营业务为肉鸡饲养、屠宰加工及销售，是集饲料加工、种鸡养殖、种蛋孵化、肉鸡饲养、屠 宰加工、食品深加工、产品销售于一体的全产业链企业。公司产品主要包括生鲜鸡肉及深加工肉制品两 大类。 根据公开信息，圣农发展入选2025年中报预增概念股。公司所属行业板块包括农牧饲渔、福建板块等， 同时涉及预制菜概念、社区团购等市场热点领域。 资金流向方面，8月25日主力资金净流出2393.57万元，占流通市值比例为0.11%。近五个交易日累计净 流出5087.20万元，占流通市值比例为0.24%。 风险提示：以上内容仅供参考，不构成任何投资建议。市场有风险，投资需谨慎。 ...

截至2025年8月25日收盘，湘佳股份股价报16.09元，较前一交易日下跌0.56%，成交额1.26亿元。 公司2025年半年报显示，上半年实现营业收入21.34亿元，同比增长15.13%，但归母净利润584.79万 元，同比下降59.95%。 风险提示：投资有风险，入市需谨慎。 今日主力资金净流出1711.73万元，近五日累计净流出3363.15万元。 湘佳股份主营业务涵盖家禽养殖、屠宰加工及销售，产品包括活禽、冰鲜禽肉等，是湖南省农牧饲渔行 业的重要企业之一。 ...

Core Viewpoint - Securities firms have given "buy" ratings to nearly 100 A-share listed companies on August 25, focusing on various industries such as textiles, food and beverage, construction materials, agriculture, jewelry, pharmaceuticals, telecommunications, electricity, and transportation equipment [1] Group 1: Company Ratings and Reports - Huayi Group received significant attention from securities firms, with 10 reports in the past month, ranking first among stocks promoted by brokers on August 25 [2] - Salted Fish Company was also highlighted, receiving 10 reports from various securities firms, with a focus on maintaining high growth in its core product, konjac [3] - Beixin Building Materials was noted for its strategic development and received 9 reports, with a revised profit forecast for 2025-2027 [3] - Other companies such as Muyuan Foods, Chaohongji, Hengrui Medicine, Huadong Medicine, China Unicom, Guodian Power, and Aima Technology also garnered attention from multiple securities firms in the past month [4] Group 2: Industry Focus - The industries attracting broker attention include textiles and apparel, food and beverage, construction materials, agriculture, jewelry, pharmaceuticals, telecommunications, electricity, and transportation equipment [1] - The reports indicate a trend of focusing on companies with strong growth potential and innovative strategies within these industries [3]

风险提示：市场有风险，投资需谨慎。 消息面上，8月22日索宝蛋白发生一笔大宗交易，成交100万股，金额1584万元，成交价15.84元，较当 日收盘价折价9.33%。该笔交易占当日竞价交易成交额的30.09%。 截至2025年8月22日收盘，索宝蛋白股价报17.47元，较前一交易日下跌0.74%，成交额0.53亿元。当日 开盘价为17.69元，最高价与开盘价持平，最低下探至17.34元，振幅1.99%。 索宝蛋白主营业务为大豆蛋白及相关产品的研发、生产和销售，所属行业包括农牧饲渔、粮食概念、人 造肉等。公司产品广泛应用于食品加工、饲料、保健品等领域。 资金流向方面，8月22日主力资金净流入619.69万元，近五个交易日累计净流入236.84万元。 ...

8月22日，开创国际今日收盘11.4元，下跌1.38%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到41.29倍，总市值27.47亿元。 从行业市盈率排名来看，公司所处的农牧饲渔行业市盈率平均42.17倍，行业中值45.13倍，开创国际排 名第55位。 股东方面，截至2025年3月31日，开创国际股东户数18479户，较上次增加4402户，户均持股市值35.28 万元，户均持股数量2.76万股。 最新一期业绩显示，2025年一季报，公司实现营业收入5.83亿元，同比5.04%；净利润1291.91万元，同 比70.33%，销售毛利率32.46%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13开创国际41.2944.891.2127.47亿行业平均 42.1748.894.07125.63亿行业中值45.1353.982.8144.82亿1天邦食品6.844.601.7667.10亿2傲农生物 8.9616.853.3497.61亿3温氏股份9.4512.772.791178.41亿4牧原股份9.9715.383.552750.50亿5京基智农 10.9511.831.9284.4 ...

Core Viewpoint - Securities firms have issued "buy" ratings for nearly 100 A-share listed companies on August 22, focusing on sectors such as food and beverage, semiconductors, construction materials, power grid equipment, textiles and apparel, precious metals, and agriculture [1] Group 1: Company Ratings and Performance - Anrui Xinyu received a "buy" rating from Tianfeng Securities, highlighting a sequential increase in revenue growth and sustained profit realization [2] - Haiguang Information was rated positively by Huazheng Securities, with expected revenues of 13.915 billion, 19.810 billion, and 25.770 billion yuan for 2025-2027, showing an increase from previous forecasts [3] - Beixin Building Materials was noted by Dongwu Securities, indicating that its gypsum board business is under pressure but expects growth from its global strategy [3] - Dongfang Cable received a "buy" rating from Chengtong Securities, with significant growth in forward-looking operational indicators and an expected acceleration in submarine cable business deliveries [2] - Muyuan Foods reported a net profit of 10.53 billion yuan in the first half of the year, meeting its output and cost targets, and was rated "buy" by Huazheng Securities [2] Group 2: Sector Focus and Trends - The focus of securities firms on various sectors indicates a trend towards recovery in demand and potential profit growth across industries such as food and beverage, semiconductors, and construction materials [1][4] - The report from Tianfeng Securities on Anrui Xinyu suggests that cost benefits from sugar molasses are contributing to profit elasticity, indicating a positive outlook for the food and beverage sector [3] - The overall attention from multiple securities firms on companies like Dongfang Cable, Huayi Group, and Jibite reflects a broader interest in sectors like power grid equipment and gaming, suggesting potential investment opportunities [4]