AvaTrade爱华每日市场报告：美国股市以稳健上涨开启新的一周，主要指数全线收高。在科技股和成长股的强劲带动下，市场延续了上周的积极势头。投资 者情绪受到利率环境稳定以及对政策风险可能缓解的乐观预期支撑，纷纷转向贝塔系数较高的股票。纳斯达克指数表现尤为突出，单日涨幅接近2%，显示 出市场对即将公布的大型科技公司财报抱有积极期待。 前一天总结 – 2025 年 10 月 27 日星期一 美国主要指数 • 标准普尔 500 指数：+ 1.23% 至 6,875.15 • 道琼斯指数： ▲ +0.71% 至 47,544.59 点 欧洲股市跟随华尔街走高，得益于能源稳定和科技韧性。在亚洲，由于投资者等待贸易发展和盈利势头的明朗化，市场涨跌互现。 市场驱动因素 顶级股票推动者 波动性和收益率 商品 欧洲 / 全球市场 • 纳斯达克 100 指数： ▲ +1.83% 至 25,821.54 点 • 罗素 2000 指数： ▲ +0.28% 至 2,520.44 • VIX： ▼ -0.11% • 势头延续：股市延续了上周的涨幅，纳斯达克指数表现优异，因为投资者领先于大型科技公司的财报。 • 利率稳定：10年期国债收益 ...

Core Viewpoint - The company reported a decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 3.195 billion yuan, representing a year-on-year decrease of 8.07% [1] - The net profit attributable to shareholders was 124 million yuan, down 20.17% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 113 million yuan, reflecting a year-on-year decline of 22.55% [1]

格隆汇10月28日丨甘源食品(002991.SZ)公布三季度报告，前三季营业收入15.3亿元，同比下降4.53%， 归属于上市公司股东的净利润1.56亿元，同比下降43.66%，归属于上市公司股东的扣除非经常性损益的 净利润1.4亿元，同比下降43.68%。 ...

投资建议：看好品类品牌势能延续，渠道建设推进，利润进一步释放。公司Q3 收入/归母净利润分别增 长+6.0%/+33.5%。Q3 魔芋延续强劲增长，溏心蛋新品反馈不错，渠道端定量流通、量贩、会员商超渠 道表现较好，电商调整回升中。未来三年公司聚焦魔芋品类，同时通过研发突破其余品类，利用大单品 提升品牌势能，辣味事业部加大投入打造品牌。预计公司25-27 年归母净利润分别为8.15 亿/9.44 亿/11.05 亿，预计25-27 年EPS分别为2.99、3.46、4.05 元，对应26 年20xPE 估值，维持"强烈推荐"评 级。 预计公司25-27 年EPS 分别为2.99、3.46、4.05 元，对应26 年20xPE 估值，维持"强烈推荐"评级。 风险提示：行业竞争加剧、动销不及预期、产能释放不及预期、成本上涨 Q3 收入/归母净利润分别增长+6.0%/+33.5%。公司发布2025 年三季报业绩，公司25 年Q1-Q3 实现总收 入44.3 亿，同比+14.7%；归母净利润6.0亿，同比+22.6%；扣非归母净利润5.5 亿，同比+30.5%。25Q3 公司实现收入/归母净利润/扣非净利润14.9 亿 ...

Core Viewpoint - The company reported a decline in both revenue and net profit for the third quarter of 2025 compared to the same period last year, indicating potential challenges in its financial performance [1] Financial Performance - In Q3 2025, the company achieved a revenue of 1.057 billion yuan, a year-on-year decrease of 1.89% [1] - The net profit attributable to shareholders was 23.39 million yuan, down 55.21% year-on-year [1] - Basic earnings per share for Q3 2025 were 0.074 yuan [1] Year-to-Date Performance - For the first three quarters of 2025, the company reported a total revenue of 3.195 billion yuan, reflecting a year-on-year decline of 8.07% [1] - The net profit attributable to shareholders for the first three quarters was 124 million yuan, a decrease of 20.17% compared to the previous year [1] - Basic earnings per share for the first three quarters were 0.403 yuan [1]

智通财经APP讯，益客食品(301116.SZ)发布2025年三季度报告，该公司前三季度营业收入为136.78亿 元，同比减少10.97%。归属于上市公司股东的净亏损为2.88亿元。归属于上市公司股东的扣除非经常性 损益的净亏损为3.16亿元。基本每股亏损为0.6421元。 ...

智通财经APP讯，甘源食品(002991.SZ)发布2025年三季度报告，前三季度，公司实现营业收入15.33亿 元，同比下降4.53%。归属于上市公司股东的净利润1.56亿元，同比下降43.66%。归属于上市公司股东 的扣除非经常性损益的净利润1.4亿元，同比下降43.68%。 ...

立高食品公告，第三季度营收为10.75亿元，同比增长14.82%；净利润为7707.93万元，同比增长 13.63%。前三季度营收为31.45亿元，同比增长15.73%；净利润为2.48亿元，同比增长22.03%。 ...

Core Insights - The company reported a third-quarter revenue of 727 million yuan, representing a year-on-year growth of 12.23% [1] - The net profit for the third quarter was 41.33 million yuan, showing a year-on-year increase of 30.21% [1] - For the first three quarters of 2025, the company achieved a revenue of 2.126 billion yuan, which is a year-on-year growth of 15.98% [1] - The net profit for the first three quarters reached 134 million yuan, reflecting a year-on-year increase of 32.58% [1] - The basic earnings per share stood at 0.36 yuan [1] Revenue and Profit Analysis - The growth in revenue and profit is primarily attributed to significant year-on-year increases in sales of core products such as sugar-reduced sweeteners, prebiotics, and dietary fibers [1] - The revenue contribution from core products has been continuously increasing [1] - Cost reduction and efficiency improvements have led to an enhancement in gross profit margin [1]

Core Insights - The company reported a third-quarter revenue of 1.057 billion yuan, representing a year-on-year decline of 1.89% [1] - The net profit for the third quarter was 23.3925 million yuan, down 55.21% year-on-year [1] - For the first three quarters, the company achieved a revenue of 3.195 billion yuan, which is an 8.07% decrease compared to the same period last year [1] - The net profit for the first three quarters was 124 million yuan, reflecting a year-on-year decline of 20.17% [1]