10月21日，金达威盘中上涨2.18%，截至09:43，报21.55元/股，成交4449.01万元，换手率0.34%，总市 值131.44亿元。 资金流向方面，主力资金净流入146.30万元，大单买入700.97万元，占比15.76%，卖出554.67万元，占 比12.47%。 金达威今年以来股价涨46.60%，近5个交易日涨9.39%，近20日涨12.01%，近60日涨9.34%。 资料显示，厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号，成立日期 1997年11月24日，上市日期2011年10月28日，公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为：营养保健食品54.57%，辅酶Q10系列22.04%，其它11.98%，维生素A系列11.41%。 截至6月30日，金达威股东户数4.07万，较上期减少4.30%；人均流通股14976股，较上期增加4.50%。 2025年1月-6月，金达威实现营业收入17.28亿元，同比增长13.46%；归母净利润2.47亿元，同比增长 90.12%。 分红方面，金达威A股上市后累计派现27.61亿元。近三年，累计派现4.88亿元。 ...

资料显示，厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号，成立日期 1997年11月24日，上市日期2011年10月28日，公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为：营养保健食品54.57%，辅酶Q10系列22.04%，其它11.98%，维生素A系列11.41%。 金达威所属申万行业为：食品饮料-食品加工-保健品。所属概念板块包括：QFII持股、维生素、NMN概 念、医药电商、MSCI中国等。 截至6月30日，金达威股东户数4.07万，较上期减少4.30%；人均流通股14976股，较上期增加4.50%。 2025年1月-6月，金达威实现营业收入17.28亿元，同比增长13.46%；归母净利润2.47亿元，同比增长 90.12%。 10月20日，金达威盘中下跌2.04%，截至11:00，报21.17元/股，成交1.23亿元，换手率0.94%，总市值 129.12亿元。 资金流向方面，主力资金净流出825.25万元，特大单买入278.63万元，占比2.26%，卖出606.88万元，占 比4.93%；大单买入1820.11万元，占比14.78%，卖出2317.11万 ...

10月15日，金达威涨7.92%，成交额4.66亿元。两融数据显示，当日金达威获融资买入额5424.05万元， 融资偿还3515.29万元，融资净买入1908.76万元。截至10月15日，金达威融资融券余额合计4.39亿元。 融资方面，金达威当日融资买入5424.05万元。当前融资余额4.38亿元，占流通市值的3.38%，融资余额 超过近一年60%分位水平，处于较高位。 截至6月30日，金达威股东户数4.07万，较上期减少4.30%；人均流通股14976股，较上期增加4.50%。 2025年1月-6月，金达威实现营业收入17.28亿元，同比增长13.46%；归母净利润2.47亿元，同比增长 90.12%。 分红方面，金达威A股上市后累计派现27.61亿元。近三年，累计派现4.88亿元。 机构持仓方面，截止2025年6月30日，金达威十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股693.72万股，相比上期增加159.15万股。南方中证1000ETF（512100）位居第五大流通股 东，持股281.29万股，相比上期增加52.15万股。华夏中证1000ETF（159845）位居第九大流通股东，持 ...

数据显示，南方基金旗下1只基金位居金达威十大流通股东。南方中证1000ETF（512100）二季度增持 52.15万股，持有股数281.29万股，占流通股的比例为0.46%。根据测算，今日浮盈赚取约292.54万元。 10月15日，金达威涨5.28%，截至发稿，报20.74元/股，成交1.17亿元，换手率0.95%，总市值126.50亿 元。 资料显示，厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号，成立日期 1997年11月24日，上市日期2011年10月28日，公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为：营养保健食品54.57%，辅酶Q10系列22.04%，其它11.98%，维生素A系列11.41%。 从金达威十大流通股东角度 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益25.13%，同 类排名1958/4220；近一年收益32.72%，同类排名1389/3857；成立以来收益10.73%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年344天，现任基金资产 ...

10月15日，金达威涨5.28%，截至发稿，报20.74元/股，成交1.17亿元，换手率0.95%，总市值126.50亿 元。 资料显示，厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号，成立日期 1997年11月24日，上市日期2011年10月28日，公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为：营养保健食品54.57%，辅酶Q10系列22.04%，其它11.98%，维生素A系列11.41%。 从金达威十大流通股东角度 数据显示，华夏基金旗下1只基金位居金达威十大流通股东。华夏中证1000ETF（159845）二季度增持 39.8万股，持有股数166.24万股，占流通股的比例为0.27%。根据测算，今日浮盈赚取约172.89万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模382.27亿。今年以来收益25.04%，同 类排名1967/4220；近一年收益32.69%，同类排名1391/3857；成立以来收益25.81%。 华夏中证1000ETF（159845）基金经理为赵宗庭。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自 ...

10月15日，金达威盘中上涨2.13%，截至09:47，报20.12元/股，成交3079.56万元，换手率0.26%，总市 值122.72亿元。 资金流向方面，主力资金净流出7.60万元，大单买入189.64万元，占比6.16%，卖出197.24万元，占比 6.40%。 金达威今年以来股价涨36.87%，近5个交易日跌0.10%，近20日涨0.95%，近60日涨2.92%。 资料显示，厦门金达威集团股份有限公司位于福建省厦门市海沧新阳工业区阳光西路299号，成立日期 1997年11月24日，上市日期2011年10月28日，公司主营业务涉及保健食品制造;营养食品制造。主营业 务收入构成为：营养保健食品54.57%，辅酶Q10系列22.04%，其它11.98%，维生素A系列11.41%。 金达威所属申万行业为：食品饮料-食品加工-保健品。所属概念板块包括：维生素、NMN概念、医药电 商、原料药、医疗美容等。 截至6月30日，金达威股东户数4.07万，较上期减少4.30%；人均流通股14976股，较上期增加4.50%。 2025年1月-6月，金达威实现营业收入17.28亿元，同比增长13.46%；归母净利润2.47 ...

Core Viewpoint - The stock of Kingdawei has experienced fluctuations, with a recent decline of 2.04% on September 18, 2023, while the company has shown a year-to-date increase of 30.61% in stock price [1] Financial Performance - For the first half of 2025, Kingdawei reported a revenue of 1.728 billion yuan, representing a year-on-year growth of 13.46%, and a net profit attributable to shareholders of 247 million yuan, which is a significant increase of 90.12% [2] - Cumulatively, since its A-share listing, Kingdawei has distributed a total of 2.761 billion yuan in dividends, with 488 million yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Kingdawei is 40,700, a decrease of 4.30% from the previous period, while the average circulating shares per person increased by 4.50% to 14,976 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 1.5915 million shares, and Southern CSI 1000 ETF, which increased its holdings by 521,500 shares [3] Market Activity - On September 18, 2023, Kingdawei's stock price was 19.20 yuan per share, with a trading volume of 145 million yuan and a turnover rate of 1.22%, resulting in a total market capitalization of 11.711 billion yuan [1] - The net outflow of main funds was 11.648 million yuan, with significant selling pressure observed in large orders [1] Business Overview - Kingdawei, established on November 24, 1997, and listed on October 28, 2011, is primarily engaged in the manufacturing of health food and nutritional products, with its main revenue sources being health food (54.57%), coenzyme Q10 series (22.04%), and vitamin A series (11.41%) [1] - The company is classified under the food and beverage industry, specifically in food processing and health products [1]

Core Insights - On September 11, Jindawei's stock fell by 0.25% with a trading volume of 184 million yuan [1] - As of September 11, the total margin balance for Jindawei was 444 million yuan, which is 3.70% of its circulating market value, indicating a high level of margin financing [1] - For the first half of 2025, Jindawei reported a revenue of 1.728 billion yuan, a year-on-year increase of 13.46%, and a net profit attributable to shareholders of 247 million yuan, up 90.12% year-on-year [2] Financing and Margin Trading - On September 11, Jindawei had a margin buy amount of 22.4998 million yuan and a margin repayment of 23.7208 million yuan, resulting in a net margin buy of -1.2210 million yuan [1] - The margin balance of 444 million yuan is above the 70th percentile of the past year, indicating a relatively high level of margin trading activity [1] - The short selling data shows that on September 11, Jindawei had a short repayment of 15,600 shares and a short sale of 1,300 shares, with a short balance of 22,000 shares, which is below the 20th percentile of the past year [1] Shareholder and Institutional Holdings - As of June 30, 2025, Jindawei had 40,700 shareholders, a decrease of 4.30% from the previous period, while the average circulating shares per person increased by 4.50% to 14,976 shares [2] - The total cash dividends distributed by Jindawei since its A-share listing amount to 2.761 billion yuan, with 488 million yuan distributed in the last three years [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 6.9372 million shares, an increase of 1.5915 million shares from the previous period [2]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 15% relative to the industry index in the next six months [6][19]. Core Insights - The company achieved impressive performance in H1 2025, with revenue of 1.728 billion yuan, a year-on-year increase of 13.46%, and a net profit attributable to shareholders of 247 million yuan, up 90.12% year-on-year [1][2]. - The company is the largest global producer of Coenzyme Q10, holding a market share of approximately 50%, and is expanding its production capacity through a convertible bond issuance plan to raise up to 1.292 billion yuan [4][5]. - The company is focusing on enhancing its product matrix and expanding its market presence, particularly in the domestic e-commerce sector, where sales have shown significant growth [2][4]. Financial Performance Summary - Revenue projections for 2025-2027 are 3.751 billion yuan, 4.379 billion yuan, and 4.988 billion yuan, with year-on-year growth rates of 15.8%, 16.7%, and 13.9% respectively [1][10]. - Net profit attributable to shareholders is expected to reach 505 million yuan, 690 million yuan, and 859 million yuan for the same period, with growth rates of 47.5%, 36.8%, and 24.4% respectively [1][10]. - The company's gross margin and net profit margin for H1 2025 were 40.45% and 14.31%, reflecting year-on-year increases of 3.42 and 5.77 percentage points [3]. Product and Market Development - The company has seen a significant recovery in its Vitamin A business, with revenue from this segment increasing by 213.06% year-on-year [2]. - The company is actively expanding its product offerings, including the construction of a new fermentation workshop for Coenzyme Q10 and the development of Allulose and Inositol products, which are expected to benefit from global health trends [4]. Investment Recommendations - The report forecasts that the company will achieve revenue of 3.751 billion yuan in 2025, with a corresponding P/E ratio of 24.8, maintaining the "Buy" rating [10].