Group 1 - The company forecasts a net loss of approximately 200 million yuan for the current period, with a range of expected losses between 400 million yuan and 270 million yuan [1] - The previous year's total profit was a loss of 369.49 million yuan, with a net loss attributable to the parent company's owners of 296.48 million yuan [1] - The earnings per share for the previous year was reported at -0.0693 yuan [1] Group 2 - The primary reason for the expected loss is the impact of geopolitical tensions and a continued downturn in the global economic environment, leading to a significant drop in natural rubber prices [1] - The company did realize substantial non-recurring gains from government land compensation projects during the current period [1]

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between 680 million and 720 million yuan for the first half of 2025, representing an increase of 237 million to 277 million yuan compared to the same period last year, which is a year-on-year increase of 53.35% to 62.37% [1][2] - The company anticipates a net profit attributable to shareholders of the listed company, excluding non-recurring gains and losses, between 620 million and 660 million yuan, an increase of 195 million to 235 million yuan compared to the same period last year, reflecting a year-on-year increase of 46.04% to 55.47% [2] - The performance forecast period is from January 1, 2025, to June 30, 2025 [1] Group 2 - The previous year's total profit was 568 million yuan, with a net profit attributable to the parent company of 443 million yuan, and a net profit excluding non-recurring gains and losses of 425 million yuan [2] - The earnings per share for the previous year was 0.11 yuan [2] - The main reasons for the performance increase include cost reduction and sales price increase in the electrolytic aluminum business, as well as stable production and sales in the deep processing of aluminum, leading to increased processing fees and profits [2]

Core Viewpoint - The Urumqi Municipal Market Supervision Administration has strengthened its regulatory framework and service model to enhance food safety management in the region, focusing on comprehensive oversight, minimal disruption to businesses, and proactive support for food enterprises [1][2][3]. Group 1: Regulatory Framework - The administration has implemented a grid-based regulatory system to ensure constant monitoring of food production, circulation, and catering sectors, achieving full coverage through both online and offline methods [1]. - A "smart supervision" platform has been utilized for remote monitoring of food businesses, allowing real-time tracking of operations and timely identification of safety hazards [1]. - As of now, 1,185 online inspections have been conducted, uncovering 735 issues, with 722 rectified, and 116 batches of food products tested, revealing 4 batches exceeding pesticide residue limits [1]. Group 2: Business Environment Optimization - The administration adheres to a principle of minimal interference with normal business operations while ensuring food safety, employing a "double random, one public" inspection method to enhance transparency [2]. - A credit-based regulatory approach has been adopted, reducing inspection frequency for trustworthy businesses while increasing scrutiny for those with poor credit [2]. - The implementation of a traceable "scan check" system allows businesses to have rights to information, evaluation, and supervision, thereby improving transparency and public trust [2]. Group 3: Service Support - The administration actively provides support to food enterprises facing operational challenges by offering expert assistance, policy interpretation, and technical guidance [3]. - Educational initiatives have been launched to raise public awareness about food safety through community and enterprise engagement [3]. - A combined regulatory and service model has been established, focusing on guiding businesses towards compliance while maintaining strict enforcement against serious violations [3]. Group 4: Enforcement and Compliance - A total of 248 corrective action notices have been issued this year, with 137 administrative enforcement cases initiated, including 33 cases with reduced penalties and 21 cases exempted from penalties [3]. - The administration emphasizes a balanced approach to enforcement, aiming to protect public interests while fostering a conducive environment for business development [3].

瑞达期货研究院 「2025.07.11」 菜籽类市场周报 国际贸易局势不稳 菜油期价震荡回落 研究员：许方莉 期货从业资格号F3073708 期货投资咨询从业证书号 Z0017638 联系电话：0595-86778969 关 注 我 们 获 取 更 多 资 讯 业 务 咨 询 添 加 客 服 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 总结及策略建议 Ø 策略建议：短线参与为主。 3 Ø 菜油： Ø 行情回顾：本周菜油期货震荡收跌，09合约收盘价9607元/吨，较前一周-168元/吨。 Ø 行情展望：现阶段加菜籽生长进入"天气主导"阶段。周末期间，加拿大西部部分地区出现降雨， 且预计很多地区本周降有大量降雨，缓解前期干旱状况，继续关注后期天气状况。其它方面，尽 管马棕产量反季节规律下滑，但由于出口数据意外下降，马棕库存并未如期转降，MPOB报告相 对偏空。不过，高频数据显示，7月1-10日出口好转给市场一定成都的支撑。同时，重点关注美国 EPA听证会结果。国内方面，油脂消费淡季，国内植物油供给较为宽松，且菜油油厂库存压力持续 偏高，继续牵制市场价格。不过，油厂开机 ...

7月8日晚间，北京证券交易所发布一份纪律处分决定书，当事人为田野股份（832023.BJ）及其董事长姚玖志、财务负责人张雄斌。 齐鲁晚报·齐鲁壹点 李牧青 纪律处分决定书显示，田野股份于2025年2月27日披露业绩快报，后于2025年4月29日披露《2024 年年度报告》和业绩快报修正公告，对相关财务数据进行 修正。其中，利润总额由3408万元修正为1421万元；归属于上市公司股东的净利润由2859万元修正为965万元。 这家蜜雪冰城、奈雪的茶、农夫山泉等头部品牌的原料果汁核心供应商，因净利润数据从2859万元大幅修正至965万元、且未及时披露修正公告，导致上述 当事人被通报批评并记入诚信档案。据悉，其已多次暴露内控缺陷。 业绩快报财务数据 暴露信披漏洞 此外，田野股份未披露业绩预告，直接违反了《北京证券交易所股票上市规则》关于"财务数据差异超过20%需单独披露修正公告"的规定。 北京证券交易所表示，田野股份的上述行为，违反了《北京证券交易所股票上市规则（试行）》相关规定，构成信息披露违规。董事长姚玖志作为上市公司 的主要负责人，财务负责人张雄斌作为公司财务事项的具体负责人，未能勤勉尽责，对公司上述行为负有责 ...

证券代码：600127 证券简称：金健米业 公告编号：临 2025-35 号 金健米业股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 本业绩预告的具体适用情形：归属于母公司所有者的净利润实现扭亏为盈。 （三）业绩预告的情况说明 公司于 2024 年 12 月与控股股东湖南粮食集团有限责任公司完成资 产置换，置出资产是湖南金健进出口有限责任公司、金健农产品（湖南） 有限公司、金健农产品（营口）有限公司 3 家全资子公司股权；置入资 产是湖南裕湘食品有限公司及中南粮油食品科学研究院有限公司(置换 前公司已持有该研究院 18%股权）。根据《企业会计准则第 2 号--长期 股权投资》、《企业会计准则第 20 号--企业合并》、《企业会计准则 第 33 号--合并财务报表》的相关规定，因置入企业合并前后均受湖南 粮食集团有限责任公司非暂时性控制，该交易构成同一控制下企业合并。 据此，公司对上年同期经营业绩和财务情况进行追溯重述。故公司本次 业绩预告是 2025 年半年度的业绩情况与上年同期（同一控制下企 ...

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between 340 million yuan and 400 million yuan for the first half of 2025, representing an increase of 217.11 million yuan to 277.11 million yuan compared to the same period last year, which corresponds to a year-on-year increase of 176.66% to 225.48% [1][2] - The net profit attributable to shareholders of the parent company for the same period last year was 122.89 million yuan, with a total profit of 190.64 million yuan [2] - The company attributes the increase in profit to enhanced overseas customer development, continued growth in overseas market sales, and improved operational efficiency through digitalization, leading to higher gross profit margins and profitability [2] Group 2 - The earnings forecast is based on preliminary calculations by the company's finance department and has not been audited by registered accountants [2] - The company confirms that there are no significant uncertainties affecting the accuracy of this earnings forecast as of the announcement date [2] - The final and accurate financial data will be disclosed in the company's formal announcements [2]

证券代码：002891 证券简称：中宠股份 公告编号：2025-045 债券代码：127076 债券简称：中宠转 2 烟台中宠食品股份有限公司 关于召开 2025 年第一次临时股东大会通知的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 根据烟台中宠食品股份有限公司（以下简称"公司"）第四届董事会第十 六次会议决议，公司定于 2025 年 7 月 28 日召开 2025 年第一次临时股东大会。 一、召开会议的基本情况： 圳证券交易所相关业务规则及《公司章程》等的规定。 （1）现场会议召开日期、时间：2025 年 7 月 28 日 14:30 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 7 月 28 日 上午 9:15—9:25，9:30—11:30 和下午 13:00—15:00。 通过深圳证券交易所互联网投票系统投票的具体时间为 2025 年 7 月 28 日 上午 9:15 至下午 15:00 期间的任意时间。 司将通过深圳证券交易所交易系统和互联网投票系统向全体股东提供网络形式 的投票平台，股东可以在网络 ...

Group 1 - The company has decided to temporarily use idle funds from convertible bonds amounting to RMB 76.8 million to supplement working capital, with a usage period not exceeding twelve months [1][2] - As of the announcement date, the company has cumulatively repaid RMB 141 million of the funds raised from the "Jin Tong Convertible Bonds," leaving a remaining balance of RMB 62.7 million [2] - The company will ensure the repayment of the temporarily supplemented working capital before the due date and will fulfill its information disclosure obligations [2] Group 2 - The board of directors and all directors of the company guarantee that the announcement content does not contain any false records, misleading statements, or major omissions [1] - The company has communicated the repayment status of the raised funds to its sponsor institution and the sponsor representative in a timely manner [1]

公司于 2025 年 7 月 11 日召开公司第四届董事会第十六次会议，审议通过 《关于子公司 2025 年度向金融机构新增申请综合授信额度的议案》。为满足子 公司生产经营和业务发展的需要，拓宽融资渠道，结合子公司实际情况，2025 年 子公司拟向银行、财务公司、融资租赁公司等金融机构新增申请不超过 110,000 万元的综合授信额度，有效期限自公司股东大会审议通过之日起至 2025 年年度 股东大会召开之日止，并在有效期限内额度可循环使用。 本次综合授信形式包括但不限于流动资金贷款、非流动资金贷款、承兑汇票、 保理、保函、开立信用证以及票据贴现等授信业务，综合授信额度不等于子公司 的实际融资金额，具体合作金融机构及最终融资金额以及融资形式后续将与有关 机构进一步协商确定，以正式签署的协议或合同为准。子公司申请授信额度或进 行融资时，可以自有房屋、建筑物、土地使用权、设备、知识产权等资产进行抵 押担保。 证券代码：002891 证券简称：中宠股份 公告编号：2025-044 债券代码：127076 债券简称：中宠转 2 烟台中宠食品股份有限公司 关于子公司 2025 年度向金融机构 新增申请综合授信额度的公告 ...