不过，最近食品饮料板块却出现了一只"大妖股"，它就是海欣食品。 11月26日-12月3日，海欣食品在6个交易日6个涨停板，成为极具人气个股。 海欣食品的涨停，似乎跟火遍网络的山姆超市有关。 最近几年，中国本土最火超市或许是胖东来。连年巨亏、股价暴跌的永辉超市，搭上"胖东来"概念后，股价也一度暴涨。但胖东来的短板也很明显，它局 限在河南省内几个城市，无法成为全国性大型连锁超市。 但山姆就不一样了，其母公司美国沃尔玛是全球最大零售企业。山姆作为沃尔玛旗下高端品牌，早在1996年就进入中国市场，当时在深圳富豪区香蜜湖开 设了全亚洲第一家门店。 2020年后，山姆在中国开始加速扩张，截至2025年11月，山姆在中国已拥有56家门店，预计年底将突破60家，2025年将成为山姆有史以来开店数量最多的 一年。 2025年，山姆在中国开业的门店包括：3月嘉兴山姆、4月合肥山姆、5月武汉江岸山姆、9月中山山姆、10月张家港和深圳宝安山姆、11月扬州山姆和北京 昌平山姆。 2025年，是科技股的大牛市，传统的食品饮料板块表现不尽如人意，远远跑输大盘，以至于被嘲笑为"老登股"。 6天6涨停，又一大妖股横空出世 2024年，山姆中国 ...

Market Overview - The market showed signs of recovery with the ChiNext Index rising over 1%, while the Shanghai Composite Index fell by 0.06% and the Shenzhen Component Index increased by 0.4% [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.55 trillion, a decrease of 121 billion from the previous trading day, with over 3,800 stocks declining [3] Sector Performance - The robotics and commercial aerospace sectors led the gains, with stocks like Ruineng Technology and Junya Technology hitting the daily limit [3][15] - The consumer sector experienced volatility, with companies like Haixin Food and Rongyu Mountain hitting the daily limit down [4][5] Haixin Food Insights - Haixin Food's stock experienced a significant drop after a six-day rally, closing down 9.96% at 8.68 [6][10] - The company reported that its product "Fish Extreme, Five Blessings at Home" has successfully entered Sam's Club and is currently in the sales assessment period, with strong sales performance in the hot pot category [10][11] - Despite an increase in gross margin due to product structure optimization, Haixin Food has not yet turned a profit due to a decline in overall revenue, which has not covered fixed costs [11] Commercial Aerospace Developments - The commercial aerospace sector saw renewed activity, with stocks like China Satellite and Huachang New Materials hitting the daily limit [14][15] - The establishment of a dedicated Commercial Aerospace Department by the National Space Administration indicates a push for high-quality development in the sector, with plans for significant growth by 2027 [21] Robotics Sector Trends - The humanoid robotics sector showed strong performance, with companies like Sanhua Intelligent Control and Jilun Intelligent seeing significant stock increases [22][25] - Recent developments in the robotics industry, including advancements from Tesla's Optimus team, suggest a rapid commercialization of the sector [28][30]

Market Overview - High dividend assets strengthened, with the coal sector leading the gains, while banking, electricity, and transportation sectors also performed actively [1] - As of the morning close, the Shanghai Composite Index fell by 0.09%, the Shenzhen Component Index decreased by 0.19%, and the ChiNext Index dropped by 0.5% [1] Individual Stock Performance - Hai Xin Food reached its daily limit, marking its sixth consecutive rise, with the company confirming no violations of information disclosure and no significant changes in its fundamentals [3] - Tianpu Co., a notable stock, resumed trading and saw a morning increase of 7.12%, after a previous drop limit during the opening auction [3][5] - Tianpu Co. reported a cumulative increase of 451.8% in stock price from August 22 to November 27, indicating significant trading risks [5] Cultivated Diamond Sector - The cultivated diamond sector saw a rise, with stocks like Sifangda and Huifeng Diamond experiencing substantial gains [7] - The upcoming 2025 Cultivated Diamond Industry Conference in Zhengzhou is expected to unveil significant developments, including the establishment of the "Henan Province Cultivated Diamond Promotion Center" and the signing of approximately 30 key projects with a total investment of no less than 15 billion [11] - The cultivated diamond industry has been active this year, driven by technological breakthroughs and new application scenarios, particularly in high-function materials for strategic emerging industries [11][12] Industry Insights - Traditional superhard product demand is under pressure, but ongoing technological advancements in functional diamond materials are opening new growth opportunities [12] - The application of diamond for heat dissipation in high-end chips is recognized as a key development direction, especially as the semiconductor industry progresses towards smaller technology nodes [12]

今天上午，高股息资产走强，煤炭板块领涨，银行、电力、公路铁路运输等板块表现活跃。此外，培育钻石、医药商业、风电设备等板块上涨。 截至上午收盘，上证指数下跌0.09%，深证成指下跌0.19%，创业板指下跌0.5%。 个股行情活跃 今天上午，个股行情活跃。其中，海欣食品（002702）涨停，迎来6连板。 公司昨日晚间公告称，公司经过自查不存在违反信息公平披露的情形，公司基本面未发生重大变化，不存在应披露而未披露的重大信息。公司主营业务未 发生重大变化，股价短期内连续上涨，存在市场情绪过热、非理性炒作风险。 公司在最新披露的投资者关系活动记录表中表示，公司产品"鱼极 五福到家"已成功入驻山姆超市，目前仍处于销售考核期。凭借优质的产品品质与市场 认可度，该产品在山姆火锅丸滑类目中销量位居前列。 另外，今年的10倍大牛股天普股份（605255）走势也引人关注。天普股份今日复牌，上午上涨7.12%。该股早盘集合竞价跌停，随后股价直线拉升，盘中 一度涨超8%，创历史新高。 培育钻石板块上涨 今天上午，培育钻石板块上涨，四方达（300179）、惠丰钻石等个股大涨。 | | V | 培育钻石 1732.99 3.32% | | ...

编号：2025-004 | | 特定对象调研  分析师会议 | | --- | --- | | 投资者关系 | 媒体采访业绩说明会 | | 活动类别 | 新闻发布会  路演活动 | | | 现场参观  其他 | | 参与单位名称 及人员姓名 | 中金公司 沈旸 武雨欣 | | 时间 | 2025年12月2日 | | 地点 | 公司 | | 上市公司接待 | 副总经理、董事会秘书 郑铭 | | 人员姓名 | 财务总监 项金宏 | | | 证券事务代表 杨斌 | | | 一、我们了解到公司产品已经进入山姆超市渠道，已经过了考核 | | | 期吗，是否能持续向山姆供货？ | | | 答：公司产品"鱼极 五福到家"已成功入驻山姆超市，目前仍处 | | | 于销售考核期。凭借优质的产品品质与市场认可度，该产品在山姆火 | | | 锅丸滑类目中销量位居前列。后续公司将持续围绕山姆等优质商超业 | | | 态，深化爆品开发与推广力度，优化产品适配性与供应链协同，全力 | | 投资者关系 | 保障稳定供货，同时探索更多品类合作机会。 | | 活动主要内容 | | | 介绍 | 二、公司长期深耕冻品行业，除了火 ...