12月23日，黑芝麻盘中下跌2.11%，截至09:43，报6.51元/股，成交6235.26万元，换手率1.29%，总市值 49.01亿元。 资金流向方面，主力资金净流出281.70万元，特大单买入123.99万元，占比1.99%，卖出203.83万元，占 比3.27%；大单买入766.42万元，占比12.29%，卖出968.28万元，占比15.53%。 黑芝麻今年以来股价跌4.69%，近5个交易日跌2.54%，近20日涨7.43%，近60日涨3.01%。 资料显示，南方黑芝麻集团股份有限公司位于广西南宁市青秀区凤翔路20号，成立日期1993年5月31 日，上市日期1997年4月18日，公司主营业务涉及黑芝麻糊、黑芝麻乳等产品的研发、生产和销售,食用 植物油加工、销售。主营业务收入构成为：第三方品牌电商业务(含服务费)31.97%，冲饮系列31.01%， 硒食品23.70%，润谷食品4.89%，直饮系列3.79%，其他(补充)2.43%，黑养黑系列2.21%。 黑芝麻所属申万行业为：食品饮料-休闲食品-零食。所属概念板块包括：社区团购、新零售、休闲食 品、融资融券、跨境电商等。 截至12月10日，黑芝麻股东户 ...

图片来源：视觉中国 蓝鲸新闻12月17日讯（记者 代紫庭）国资接力，老牌"黑芝麻"要"上岸"了吗？ 近日，南方黑芝麻集团股份有限公司（000716.SZ，以下简称"黑芝麻"）发布关于控股股东协议转让股权暨控制权拟发生变更的进展公告。公告指 出，其控制权变更交易已通过国家市场监督管理总局反垄断审查。 这也意味着，本次交易若顺利通过国资监管与交易所的后续合规审批，便可完成控制权变更的最后一环，使黑芝麻正式实现国资控股。 中国食品产业分析师朱丹蓬对蓝鲸新闻记者指出，黑芝麻长期处于"主业不强、副业过多、战线过长"的困局。在他看来，国资背景的广旅大健康 入主后，或许能够帮助企业整合协调行业资源，盘活存量、拓展增量。 国资9.42亿"接盘"，老品牌寻求上岸 2025年8月8日，公司控股股东广西黑五类食品集团有限责任公司（下称"黑五类集团"）与广西旅发大健康产业集团有限公司（下称"广旅大健 康"）签署了《股份转让协议》。 根据协议，黑五类集团拟通过协议转让方式，将其持有的黑芝麻约1.51亿股（占公司总股本的20%）无限售流通股，以每股6.25元的价格转让给广 旅大健康，转让总价款为9.42亿元。 交易完成后，广旅大健康将持 ...

Core Viewpoint - Black Sesame is undergoing a significant change in control, with the potential transfer of ownership to Guangxi Travel Health Industry Group, which may lead to a shift from private to state-controlled operations, impacting its financing and operational strategies [3][4][28]. Group 1: Ownership Change - Black Sesame's controlling shareholder, Guangxi Black Five Food Group, has signed a share transfer agreement to transfer approximately 151 million shares (20% of total shares) to Guangxi Travel Health at a price of 6.25 yuan per share, totaling 942 million yuan [4][28]. - The transfer is expected to complete by 2026, with Guangxi State-owned Assets Supervision and Administration Commission becoming the actual controller, transitioning the company to a mixed ownership structure of state control and market operation [4][28][33]. - Following the transfer, the original controlling shareholders will hold no voting rights, significantly altering the governance structure of Black Sesame [8][31]. Group 2: Financial Performance - For the first three quarters of 2025, Black Sesame reported revenue of approximately 1.469 billion yuan, a year-on-year decrease of 7.52%, and a net profit of approximately 6.82 million yuan, down 83.67% [10][35]. - The company has faced continuous losses, with a net profit loss of approximately 140 million yuan in 2022, and a significant decline in cash flow from operating activities [10][35][38]. - The company’s traditional sales channels are under pressure, with a reduction of 385 distributors in 2024, indicating challenges in maintaining sales performance [38][39]. Group 3: Strategic Recommendations - Analysts suggest that Black Sesame should diversify its product offerings, such as introducing ready-to-drink products and expanding into snack foods, to capture new market segments [22][48]. - The company is advised to focus on cost-cutting measures and improve operational efficiency, including reducing non-food business segments and leveraging low-interest loans from state-owned financial institutions [49][50]. - Digital marketing strategies are recommended to enhance brand visibility and customer engagement, potentially revitalizing the brand's market presence [50].

Core Insights - Black Sesame's stock price has decreased by 7.47% year-to-date, but has seen a recent increase of 4.29% over the last five trading days [2] - The company reported a significant decline in revenue and net profit for the first nine months of 2025, with revenue of 1.469 billion yuan, down 7.52% year-on-year, and a net profit of 6.8193 million yuan, down 83.67% [3] Financial Performance - As of November 20, the number of shareholders for Black Sesame is 92,000, a decrease of 3.16% from the previous period, while the average circulating shares per person increased by 3.23% to 8,030 shares [3] - The company has distributed a total of 211 million yuan in dividends since its A-share listing, with 75.349 million yuan distributed over the last three years [4] Market Activity - On December 2, Black Sesame's stock rose by 2.10%, reaching 6.32 yuan per share, with a trading volume of 85.167 million yuan and a turnover rate of 1.85%, resulting in a total market capitalization of 4.758 billion yuan [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on January 7, where it recorded a net purchase of 5.8916 million yuan [2] Business Overview - Black Sesame Group, established on May 31, 1993, and listed on April 18, 1997, is based in Nanning, Guangxi, and specializes in the research, production, and sales of black sesame products, including black sesame paste and oil [2] - The company's main revenue sources include third-party brand e-commerce (31.97%), drink series (31.01%), selenium-rich foods (23.70%), and other product lines [2]

Core Viewpoint - Black Sesame's stock price has shown volatility, with a year-to-date decline of 3.66% and recent fluctuations in trading performance [2][3]. Financial Performance - For the period from January to September 2025, Black Sesame reported a revenue of 1.469 billion yuan, representing a year-on-year decrease of 7.52%. The net profit attributable to shareholders was 6.8193 million yuan, down 83.67% year-on-year [3]. - Cumulative cash dividends since the company's A-share listing amount to 211 million yuan, with 75.349 million yuan distributed over the past three years [4]. Stock Market Activity - As of November 12, Black Sesame's stock price was 6.58 yuan per share, with a market capitalization of 4.958 billion yuan. The stock experienced a 2.08% decline during the trading session [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on January 7, where net purchases amounted to 5.8916 million yuan [2]. Shareholder Information - As of October 31, the number of shareholders for Black Sesame was 95,000, a decrease of 1.04% from the previous period. The average number of circulating shares per shareholder increased by 1.05% to 7,779 shares [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the eighth largest, holding 2.4879 million shares as a new shareholder [4].

Core Viewpoint - The evaluation results for information disclosure of listed companies in 2024 show a decline for several companies, including Heizhima, which dropped from a B rating to a D rating compared to 2023 [1][2]. Company Overview - Heizhima Group Co., Ltd. is located in Nanning, Guangxi, established on May 31, 1993, and listed on April 18, 1997. The company specializes in the research, production, and sales of black sesame paste, black sesame milk, and edible plant oil [1]. - The main business revenue composition includes: third-party brand e-commerce (31.97%), instant drink series (31.01%), selenium-enriched food (23.70%), Run Gu food (4.89%), direct drinking series (3.79%), and others (2.43%) [1]. Industry Classification - Heizhima belongs to the Shenwan industry classification of Food and Beverage - Snack Foods - Snacks. The company is associated with concepts such as snack foods, community group buying, cross-border e-commerce, new retail, and rural revitalization [1].

Core Insights - Southern Black Sesame Group's subsidiary, Southern Black Sesame (Guangxi) Health Grain Warehouse Factory, received two authoritative certifications from Shanghai Consulting Group, establishing its leading position in the black sesame paste industry and its qualification as the first factory in China for health food production [1][2][14] Group 1: Authority Certifications and Industry Standards - The dual certifications from Shanghai Consulting Group recognize Southern Black Sesame's production scale, technical strength, and market position, affirming its commitment to innovation and health food transformation [2][14] - The "Health Food Qualification" certification highlights the company's excellence in functional food research and standardized production, while the "Scale First" certification solidifies its leadership in black sesame paste manufacturing [2][14] Group 2: Technological Empowerment in Traditional Manufacturing - The Southern Black Sesame Health Grain Warehouse Factory, located in Guangxi, covers an area of 200 acres and features advanced production lines for black sesame health foods, with a significant annual production capacity [5][7] - The factory implements a full-process traceability system from planting to production, utilizing smart production lines and IoT management systems to automate key processes, ensuring top-tier quality and safety [7][8] Group 3: Brand Evolution and Strategic Upgrades - Established in 1984, Southern Black Sesame has evolved from a single black sesame paste product to a comprehensive health food group, expanding its offerings to include various grain-based and health-oriented products [8][9] - The company is actively pursuing a dual strategy of "traditional paste + health food," launching new products that cater to modern health trends and expanding its market reach among younger consumers [9][11] Group 4: Full Industry Chain Development - The establishment of the Southern Black Sesame Planting Demonstration Base in Jiangxi marks a significant step in the company's full industry chain strategy, ensuring stable raw material supply and enhancing product quality through geographical advantages [11][14] Group 5: Credibility of Shanghai Consulting Group - Shanghai Consulting Group, founded in 2008, is recognized for its independent and professional market research services, having completed over 20,000 consulting projects and provided authoritative market position certifications to more than 800 enterprises [13][14] Group 6: Conclusion - The dual certifications represent not only an honor but also a reflection of Southern Black Sesame's dedication to innovation and quality over its 40-year history, positioning the company to lead the black nutrition food industry into a new development phase [15]

Core Viewpoint - The stock of Black Sesame has experienced a decline in price and trading activity, with significant net outflows of capital, indicating potential concerns among investors [1][2]. Group 1: Stock Performance - As of September 11, Black Sesame's stock price decreased by 2.25%, trading at 6.53 CNY per share, with a total market capitalization of 4.92 billion CNY [1]. - Year-to-date, Black Sesame's stock has dropped by 4.39%, with a slight increase of 0.77% over the past 20 days and a 3.16% increase over the past 60 days [2]. Group 2: Trading Activity - The net outflow of main funds was 23.30 million CNY, with large orders showing a buy of 12.04% and a sell of 19.96% [1]. - Black Sesame has appeared on the trading leaderboard twice this year, with the most recent net buy of 5.89 million CNY on January 7 [2]. Group 3: Financial Performance - For the first half of 2025, Black Sesame reported a revenue of 928 million CNY, a year-on-year decrease of 4.65%, and a net profit of 7.77 million CNY, down 29.26% year-on-year [3]. - Cumulative cash dividends since the company's A-share listing amount to 211 million CNY, with 75.35 million CNY distributed over the past three years [4]. Group 4: Shareholder Information - As of August 29, the number of shareholders decreased to 102,000, while the average circulating shares per person increased by 4.90% to 7,213 shares [3]. - The top ten circulating shareholders include Tianhong Zhongzheng Food and Beverage ETF, which reduced its holdings by 249,500 shares [4].

Group 1 - The stock price of Hezhima reached 6.70 yuan as of August 19, 2025, reflecting an increase of 0.16 yuan from the previous trading day [1] - The opening price was 6.53 yuan, with a daily high of 6.88 yuan and a low of 6.48 yuan, resulting in a trading range of 6.12% [1] - The trading volume was 641,015 hands, with a total transaction amount of 428 million yuan [1] Group 2 - Hezhima's main business includes the production and sale of sesame paste and other food products, as well as involvement in grain processing and energy storage [1] - The company's product line includes sesame paste and sesame milk, which hold a certain market influence in the traditional food industry [1] Group 3 - On August 19, at 10:11 AM, Hezhima experienced a rapid price increase, with a rise of over 2% within 5 minutes and a transaction amount of 146 million yuan at that time [1] - The net inflow of main funds was 12.65 million yuan for the day, but over the past five trading days, there was an overall net outflow of 111 million yuan [1]

Core Viewpoint - The stock price of Heizhima is reported at 6.53 yuan, reflecting a decrease of 0.27 yuan from the previous trading day, indicating market volatility and investor sentiment [1] Company Overview - Heizhima's main business involves the production and sale of food and beverages, including products such as black sesame paste and sesame oil [1] - The company operates within the food and beverage sector and is part of the Guangxi region [1] Stock Performance - The stock reached a high of 6.75 yuan and a low of 6.51 yuan during the trading session, with a trading volume of 525,199 hands and a total transaction amount of 347 million yuan [1] - As of August 8, the number of shareholders is approximately 110,000 [1] Financial Information - The proposed dividend plan for the fiscal year 2024 is to distribute 0.5 yuan for every 10 shares [1] - On August 14, the net outflow of main funds was 24.32 million yuan, with a cumulative net outflow of 87.48 million yuan over the past five days [1]