证券代码：300886 证券简称：华业香料 公告编号：2025-048 安徽华业香料股份有限公司 能被实施其他风险警示情形。 一、审议程序 安徽华业香料股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召开第 五届董事会第九次会议和第五届监事会第九次会议，审议通过了公司《关于 2025 年中期利润分配预案的议案》，本议案尚需提交公司 2025 年第二次临时股东大会审 议。 二、利润分配预案基本情况 司股东的净利润为 20,996, 451.02 元，未弥补亏损、未提取法定公积金、未提取任意 公积金。截至 2025 年 6 月 30 日，公司合并报表未分配利润为 228,712,462. 72 元， 母公司报表未分配利润为 226,424,953.25 元。按照合并报表、母公司报表中可供分 配利润孰低的原则，公司 2025 年半年度可供股东分配的利润为 226,424,953.25 元。 截至 2025 年 6 月 30 日，公司总股本为 74,798,000 股。 成果的原则，公司 2025 年中期利润分配预案如下：以总股本 74,798,000 股为基数， 向全体股东按每 10 股派发现金红 ...

（原标题：2025年前7个月，越南对美胡椒出口同比下降24%） 越南胡椒香料协会（VPSA）最新数据显示，2025年8月上半月，越南企业出口胡椒约1.1万吨，出 口金额7180万美元。出口数量较7月下降0.2%，但由于出口价格上涨，出口额增长2.1%。对美国出口大 幅下降是导致胡椒出口下降的主要原因。尽管美大幅减少从越南进口胡椒的数量，并增加从印尼、印度 等国的采购量，但越南仍是美最大的胡椒供应国，占美国胡椒进口总量的64.4%。 越南《越南经济》网站8月21日报道，据农业与环境部报告，2025年前7月，越南出口胡椒14.53万 吨，出口金额9.91亿美元，出口数量和金额同比分别下降11.6%和增长29.9%。美国、德国和印度是越南 胡椒三大出口市场，分别占越南胡椒出口总量的26%、8.9%和7.3%。据越南海关统计，前7个月，越南 对美出口胡椒近3.3万吨，同比下降24%。 ...

Group 1 - The core point of the article is that Fengle Seed Industry (000713.SZ) is undergoing a significant capital increase through a private placement of up to 1.089 billion yuan, primarily to improve its financial situation amid declining performance and increasing losses [3][4][6] - The private placement involves issuing no more than 184 million shares, which will be used to supplement working capital and repay bank loans, aiming to optimize the company's capital structure and enhance profitability [4][6] - The controlling shareholder, Guotou Seed Industry, is increasing its stake in Fengle Seed Industry, having previously acquired 20% of the company, indicating a strong commitment to the company's future [4][5] Group 2 - Fengle Seed Industry has reported a significant decline in performance, with revenue growth rates of 14.83%, 3.61%, and -6.03% from 2022 to 2024, and a sharp drop in net profit from 183 million yuan in 2021 to 69.84 million yuan in 2024 [7][8] - The company is expected to incur a net loss of 25 to 30 million yuan in the first half of 2025, reflecting a year-on-year decline of 11.91% to 34.29% [7] - The company's liquidity is under pressure, with a negative operating cash flow of -28.18 million yuan in 2024 and -40.47 million yuan in the first quarter of this year, indicating a critical cash shortage [11][12] Group 3 - All four major business segments of Fengle Seed Industry have experienced revenue declines, particularly in the seed business due to oversupply in the corn seed market [8][9] - The company's gross profit margins across its three main business segments are significantly below industry averages, with a gross margin of 28.81% in the seed business, 7.68% in the agricultural chemicals business, and 10.42% in the flavor business [12][13] - The company has been questioned by the Shenzhen Stock Exchange regarding the reasons for its low gross margins compared to peers, which it attributes to differences in product structure and market conditions [12][14]

Group 1 - The core point of the article highlights that Huaye Spice's stock price decreased by 2.05% on July 29, closing at 29.59 yuan, with a trading volume of 31,020 hands and a transaction amount of 0.92 billion yuan [1] - The company specializes in the research, development, production, and sales of spice products, which are widely used in the food and daily chemical industries [1] - In the first quarter of 2025, the company achieved an operating income of 97.79 million yuan and a net profit of 11.45 million yuan [1] Group 2 - On the evening of July 29, the company announced that its controlling shareholder and actual controller, Hua Wenliang, plans to reduce his holdings by no more than 2.24 million shares, accounting for 3% of the company's total share capital within the next three months [1] - The reason for the reduction is to repay debts and for personal financial arrangements, with the reduction methods including centralized bidding and block trading [1]

Core Viewpoint - Anhui Huaye Spice Co., Ltd. has approved a plan to issue shares to specific investors through a simplified procedure, aiming to raise funds not exceeding 113 million yuan, which aligns with regulatory requirements and the company's strategic goals [2][7][10]. Group 1: Meeting and Approval - The supervisory board meeting was held on June 19, 2025, with all five supervisors present, and the meeting was deemed legal and effective [1]. - The supervisory board unanimously approved the proposal for the company to issue shares to specific investors, confirming compliance with relevant laws and regulations [2][3]. Group 2: Issuance Details - The type of shares to be issued is ordinary shares (A-shares) with a par value of 1.00 yuan per share [2]. - The issuance will occur within ten working days after the China Securities Regulatory Commission (CSRC) grants registration [2]. - The target investors include up to 35 specific investors, such as securities investment funds, securities companies, and qualified foreign institutional investors [2][3]. Group 3: Pricing and Quantity - The pricing benchmark date is set for the first day of the issuance period, with the issuance price not lower than 80% of the average trading price over the previous 20 trading days [4]. - The total number of shares issued will not exceed 30% of the company's total shares prior to the issuance, with the total fundraising amount capped at 300 million yuan [5][6]. Group 4: Fund Utilization - The funds raised will be used for a project to produce 3,230 tons of spices, with an investment total of 140.63 million yuan, of which 113 million yuan will come from the issuance [6]. - If the actual net amount raised is less than the planned investment, the company will cover the shortfall with self-raised funds [6]. Group 5: Regulatory Compliance and Future Steps - The issuance plan must be approved by the Shenzhen Stock Exchange and registered with the CSRC before implementation [10]. - The resolution for the issuance is valid until the 2025 annual general meeting [10].

Group 1 - The 9th China-South Asia Expo is being held in Kunming, Yunnan, featuring 388 booths from Southeast Asian exhibitors, including countries like Malaysia, Singapore, Cambodia, Vietnam, Laos, Thailand, and Myanmar [1][3] - Thai merchants have observed regional consumption differences in China, with Guangxi customers preferring herbal scrubs and Yunnan customers favoring herbal soaps, attributing this to climate variations [1][3] - The expo serves as a platform for Southeast Asian businesses to understand and adapt to the diverse consumption habits in China, which has a population of 1.4 billion [3] Group 2 - The demand for agarwood products is rising in China, with Vietnamese agarwood accounting for over 80% of China's agarwood imports, indicating a significant market opportunity for Southeast Asian suppliers [3][5] - Laotian merchants are capitalizing on the popularity of ancient tree teas in China, showcasing new products like Laotian red and white teas at the expo, which are sourced from high-altitude ancient tea trees [5] - The increasing digitization and online shopping habits in China are prompting Southeast Asian merchants to shift their sales strategies, with a focus on collaborating with Chinese e-commerce platforms to expand their market reach [5]

Group 1 - The modern life is highly coupled with the chemical industry, including daily chemicals, fragrances, dyes, coatings, fibers, plastics, fertilizers, and pesticides, with modern medicine also being a part of the chemical sector [1] - Every bull market sees significant gains in chemical stocks, particularly in daily chemicals and pharmaceuticals, with a focus on lesser-known stocks in the dye (pigment) sector [1] - United Chemical is noted as one of the earliest stocks to lead the rise in the dye (pigment) sector, with recent activity observed in the dye (pigment) stock Baihehua [1] Group 2 - There is a noted linkage in the textile dye sector, which appears to be a diffusion phenomenon [2] - Donglai Technology, a company involved in automotive coatings, is mentioned in the context of this sector [2] Group 3 - Companies involved in fragrances, such as Yaxiang Co. and Huaye Fragrance, are highlighted as part of the chemical industry [4]

Core Viewpoint - Hefei Fengle Seed Industry Co., Ltd. is planning to issue A-shares to specific investors to raise funds for working capital and repaying bank loans, subject to regulatory approvals [1][2][3]. Group 1: Issuance Details - The issuance price is set at 5.91 yuan per share, which is not less than 80% of the average trading price over the last 20 trading days prior to the pricing date [3]. - The total amount raised will be used entirely for supplementing working capital and repaying bank loans after deducting relevant issuance costs [3]. - The shares acquired through this issuance will be subject to a lock-up period of 36 months from the date of issuance [3][4]. Group 2: Shareholder Structure - The controlling shareholder of the company is Guotou Seed Industry Technology Co., Ltd., which is wholly owned by the State Development Investment Corporation [12][13]. - The company underwent a change in controlling shareholder from Hefei Construction Investment Holding Group to Guotou Seed Industry in April 2024 [13]. Group 3: Financial Performance - The company reported a net cash flow from operating activities of 396.0586 million yuan, indicating a downward trend in cash flow due to increased operational expenditures and rising inventory [7]. - The company's inventory at the end of the reporting period was valued at 989.2043 million yuan, representing 45.13% of its current assets, which poses a risk of inventory impairment [8]. Group 4: Industry Characteristics - The seed industry is sensitive to climate conditions, making it vulnerable to natural disasters that can affect seed production quality and yield [7]. - The company operates under a "company + base + farmer" model, where it collaborates with production bases and farmers to produce seeds [7]. - The agricultural sector, including seed production, is regulated by the Ministry of Agriculture and Rural Affairs, which oversees seed quality and production standards [16][17].

Core Viewpoint - Zhongcao Spices (920016) experienced a significant increase of 6.85% in its stock price, with a trading volume turnover rate of 23.31% and a total transaction value of 174 million yuan on the day of reporting [2] Trading Activity Summary - The stock was listed on the North Exchange due to its turnover rate reaching 23.31%, with a net buying amount of 5.11 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction value of 32.79 million yuan, with a buying transaction value of 18.95 million yuan and a selling transaction value of 13.84 million yuan, resulting in a net buying of 5.11 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities, Lhasa Tuanjie Road First Securities Office, with a buying amount of 3.98 million yuan, while the largest selling brokerage was Dongfang Caifu Securities, Lhasa Donghuan Road First Securities Office, with a selling amount of 2.68 million yuan [2] Detailed Brokerage Activity - The top five buying brokerages and their respective buying amounts (in ten thousand yuan) are as follows: - 1st: Dongfang Caifu Securities, Lhasa Tuanjie Road First Securities Office - 398.16 - 2nd: Shanghai Securities, Ningbo Beilun Xindalu Securities Office - 318.00 - 3rd: Dongfang Caifu Securities, Lhasa Tuanjie Road Second Securities Office - 305.46 - 4th: Guotai Junan Securities, Nanning Minzu Avenue Securities Office - 284.90 - 5th: Ping An Securities, Shenzhen Shennan East Road Luohu Business Center Securities Office - 282.84 [2] - The top five selling brokerages and their respective selling amounts (in ten thousand yuan) are as follows: - 1st: Dongfang Caifu Securities, Lhasa Donghuan Road First Securities Office - 268.50 - 2nd: Dongfang Caifu Securities, Lhasa Donghuan Road Second Securities Office - 218.38 - 3rd: Shenwan Hongyuan Securities, Ningbo Branch - 215.42 - 4th: China Galaxy Securities, Foshan Shunde Daliang Securities Office - 194.02 - 5th: Dongfang Caifu Securities, Lhasa Tuanjie Road First Securities Office - 192.11 [2]

Core Insights - The second Hainan Agarwood and Huanghuali International Trade Fair, named "Tianxiang Guose," was promoted in Riyadh, Saudi Arabia, highlighting the growing interest in Hainan agarwood in the region [1][2] - The Saudi Arabian fragrance and perfume industry has seen significant growth due to increasing local demand and expansion into regional and global markets, creating opportunities for collaboration with Chinese companies [1] - The event aims to strengthen trade and economic relations between China and Saudi Arabia, facilitating knowledge sharing and enhancing economic and investment cooperation [1] Industry Overview - China's annual production of agarwood raw materials is approximately 4,000 tons, covering four main categories: incense, cultural and artistic products, pharmaceuticals, and daily chemical products, with over 300 subcategories [2] - Hainan agarwood is renowned for its exceptional quality and medicinal value, benefiting from the unique tropical climate and soil conditions, while Huanghuali is considered a precious wood highly sought after in the market [2] - The promotion event has created a favorable international atmosphere for the second Tianxiang Guose exhibition, enhancing brand building and channel expansion for Hainan agarwood and Huanghuali in the Saudi market [2]