格隆汇8月12日丨金龙鱼(300999.SZ)公布2025年半年度报告，上半年公司实现营业收入1156.82亿元，同 比增长5.67%；归属于上市公司股东的净利润17.56亿元，同比增长60.07%；归属于上市公司股东的扣除 非经常性损益的净利润13.89亿元，同比增长764.33%；基本每股收益0.32元。 ...

Group 1 - The Hainan Free Trade Port's processing value-added domestic sales tax exemption policy has been implemented for four years, with a total of 122 enterprises registered or approved for pilot programs, generating a processing value of approximately 100.3 billion yuan and tax exemptions of about 8.4 billion yuan [1] - The policy initially launched in July 2021 in the Yangpu Bonded Port Area and expanded to key parks outside customs special supervision areas in September 2022, with further expansion planned for September 2024 to include all qualifying enterprises in Hainan Free Trade Port [1] - The policy has diversified from initial sectors such as grain and oil, jade, and meat to include industries like pharmaceuticals, jewelry, and petrochemicals [1] Group 2 - Companies benefiting from the processing value-added policy have reported significant operational cost savings, with one company saving nearly 300,000 yuan, which has facilitated the development of contract manufacturing and new drug production [1] - The Haikou Customs will continue to focus on the effectiveness of policy implementation, optimize regulatory service models, and explore expanding the policy's applicability and convenience to attract more qualifying enterprises [2]

Core Viewpoint - The announcement details a shareholding increase plan by Hunan Xingchuang Investment Management Co., Ltd., a concerted actor of the controlling shareholder Liu Jianjun of Daodaquan Grain and Oil Co., Ltd., reflecting confidence in the company's future development and long-term investment value [2][3]. Group 1: Shareholding Increase Plan - The planned shareholding increase will occur within six months from the announcement date, with an investment amount between 50 million and 100 million RMB, representing no more than 2% of the company's total share capital [2][5]. - The increase will be executed through the Shenzhen Stock Exchange's centralized bidding system, with no set price range for the shares [5][6]. - The funding sources for the increase will include self-owned funds and special loans, with the latter not exceeding 90% of the total investment [6]. Group 2: Purpose and Commitment - The purpose of the shareholding increase is to enhance the company's market value and capital market image, while safeguarding the interests of the company and its investors [5]. - The increasing party commits to not reducing their shareholdings during the implementation period and will comply with relevant laws and regulations [6][7]. Group 3: Loan Support - Hunan Xingchuang has received a loan commitment from Industrial Bank Co., Ltd. for up to 90 million RMB, specifically for the shareholding increase, with a loan term not exceeding 36 months [6].

证券代码：002852 证券简称：道道全 公告编号：2025-【045】 道道全粮油股份有限公司 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。 重要内容提示： 份计划。 二、增持计划的主要内容 值的认可，提升公司市值和资本市场形象，维护上市公司及广大投资者的利 益，促进公司持续、稳定、健康发展。 不超过 10,000 万元人民币，增持股份数量不超过公司总股本的 2%。 体将基于对公司股票价值的合理判断，择机实施本次增持计划。 及深圳证券交易所业务规则等有关规定不准增持公司股票的期间除外）。本次 增持计划实施期间，如遇公司股票停牌，本次增持计划将在股票复牌后顺延实 施并及时披露。 专项贷款实施本次增持，其中专项贷款资金占比不超过 90%。 近日，公司收到控股股东、实际控制人刘建军之一致行动人兴创投资通 知，基于对公司未来发展的信心和长期投资价值的认可，计划自本公告披露之 日起的 6 个月内，通过深圳证券交易所交易系统集中竞价交易的方式增持公司 股份。现将相关情况公告如下： 一、计划增持主体的基本情况 持股数量 | 股东名称 | | 持股比例 | 一致行动关系形 ...

Core Viewpoint - The announcement details the change of the entrusted party for the equity custody of Hunan Edible Oil Group from Modern Agriculture Group to Hunan Agricultural Development Investment Group, which is part of the ongoing reforms in state-owned enterprises in Hunan Province [1][3]. Group 1: Equity Custody Matters - The company signed a supplementary agreement on August 4, 2025, to change the entrusted party for the 100% equity of Hunan Edible Oil Group from Modern Agriculture Group to Hunan Agricultural Group [1][3]. - The original equity custody agreement was signed on July 16, 2024, with a management period that lasts until a new written agreement is signed or the company legally acquires the equity [1][2]. Group 2: Financial Data of Hunan Edible Oil Group - As of December 31, 2024, Hunan Edible Oil Group had total assets of 290.52 million, total liabilities of 296.71 million, and a net asset of -6.19 million, with a net profit of -39.26 million for the year [2]. - As of July 31, 2025, the group reported total assets of 260.28 million, total liabilities of 279.94 million, and a net asset of -19.66 million, with a net profit of -1.35 million for the first seven months [2]. Group 3: Impact of the Supplementary Agreement - The change in the entrusted party does not affect the previously managed target company, and there is no new competition arising from the controlling shareholder or its affiliates, ensuring no significant impact on the company's operations or profitability [4].

西南证券8月4日发布研报称，给予道道全（002852.SZ，最新价：11.38元）买入评级。评级理由主要包 括：1）点评：原材料成本下行，盈利能力大幅修复；2）核心业务稳健增长，渠道拓展成效显著；3） 产能布局优化，拓展西北市场。风险提示：极端天气、自然灾害、原材料成本升高、消费端需求不及预 期等风险。 （文章来源：每日经济新闻） ...

Group 1 - The core revenue composition of Jinjian Rice Industry for the year 2024 is as follows: grain and oil processing accounts for 60.02%, agricultural product trading for 27.12%, import and export for 9.24%, dairy industry for 2.09%, and leisure food processing for 0.77% [1] Group 2 - On August 4, 2023, Jinjian Rice Industry announced a supplemental agreement to the equity custody agreement, changing the trustee of 100% equity of Hunan Edible Oil Group from Modern Agriculture Group to Hunan Agricultural Group, while other terms remain unchanged [3]

Core Viewpoint - The financial performance of Daodaquan (002852) for the first half of 2025 shows significant growth in net profit and profitability metrics, indicating a positive trend in the company's operations and financial health [1]. Financial Performance Summary - Total revenue for the first half of 2025 reached 2.792 billion yuan, a year-on-year increase of 1.16% [1]. - Net profit attributable to shareholders was 181 million yuan, reflecting a substantial year-on-year increase of 563.15% [1]. - The gross profit margin improved to 11.65%, up 24.85% year-on-year, while the net profit margin surged to 6.64%, an increase of 612.48% [1]. - The total of selling, administrative, and financial expenses was 109 million yuan, accounting for 3.9% of revenue, down 43.32% year-on-year [1]. - Earnings per share (EPS) rose to 0.53 yuan, a remarkable increase of 562.5% compared to the previous year [1]. Cash Flow and Asset Management - Operating cash flow per share decreased to 0.94 yuan, down 76.48% year-on-year, indicating increased payments for goods [1]. - The company experienced a significant decrease in cash and cash equivalents, with a net increase of -266.65% due to higher payments for goods [3]. - The company’s monetary funds decreased by 63.83% due to increased raw material procurement costs [3]. Liabilities and Financial Health - Interest-bearing liabilities decreased by 39.12% to 1.143 billion yuan, suggesting improved debt management [1]. - The company’s total liabilities and asset management metrics indicate a need for careful monitoring, with a current ratio of monetary funds to current liabilities at only 12.07% [4]. Investment and Market Position - The company’s return on invested capital (ROIC) was reported at 6.82%, with historical performance showing variability and a median ROIC of 10.71% since its listing [4]. - Analysts project the company's performance for 2025 to reach a net profit of 223 million yuan, with an average EPS forecast of 0.65 yuan [4]. Fund Holdings - The largest fund holding Daodaquan shares is the Rongtong Tongqian Research Selected Flexible Allocation Mixed A fund, which has recently entered the top ten holdings [5].

在这场传统与现代的对话中，总有一些品牌以先行者的姿态，为行业点亮创新的灯塔。作为"津 门粮仓"的利达粮油，从田间地头的智慧耕作，到智能车间的科技赋能；从线下门店的贴心服务，到 云端平台的创意互动，利达粮油用行动诠释着老字号的"破圈"之道。 老字号里藏着几代人的回忆，那些传统手艺和经营心思，是时光慢慢酿出的宝贝。当时代的浪 潮奔涌向前，消费需求日新月异，这些承载着厚重历史的老字号，也站在了焕新求变的十字路口 ——如何让那历经岁月沉淀的"老味道"，在数字时代的璀璨星河中焕发出"新活力"，已然成为众多 传统品牌共同面临且亟待破解的重大课题。 产品迭代：健康主食里的巧思 在当下这个全民追求健康生活的时代，"吃出健康"已成为大众餐桌的核心诉求。粗粮杂粮，这 些曾经被视为"老派"的食材，如今摇身一变，成为众多家庭餐桌上的"新宠"。扎根天津三十余载的 利达粮油，以一系列匠心独运的产品创新，将传统粗粮与现代健康理念深度融合，为消费者带来了 一场别开生面的味觉与健康盛宴。 当下，控糖、低脂、高纤维成饮食新追求，利达粮油精准把握消费者对于粗粮杂粮的青睐，精 心打造了杂粮窝头、青稞馒头、全麦坚果吐司等多款创新主食，并且在传统馒头的 ...

公司最新资产负债率为48.12%，较去年同期资产负债率减少11.41个百分点。 公司最新毛利率为11.65%，较去年同期毛利率增加2.32个百分点，实现3年连续上涨。最新ROE为 8.02%，较去年同期ROE增加6.66个百分点。 公司摊薄每股收益为0.53元，较去年同报告期摊薄每股收益增加0.45元，同比较去年同期上涨 562.50%。 2025年8月1日，道道全(002852.SZ)发布2025年中报。 公司最新总资产周转率为0.66次，较去年同期总资产周转率增加0.10次，同比较去年同期上涨17.41%。 最新存货周转率为1.80次，较去年同期存货周转率增加0.42次，同比较去年同期上涨30.82%。 公司营业总收入为27.92亿元，较去年同报告期营业总收入增加3197.80万元，同比较去年同期上涨 1.16%。归母净利润为1.81亿元，较去年同报告期归母净利润增加1.54亿元，同比较去年同期上涨 563.15%。经营活动现金净流入为3.25亿元。 公司股东户数为2.37万户，前十大股东持股数量为1.76亿股，占总股本比例为51.07%。 ...