Market Overview - The seasoning and fermentation sector increased by 0.05% on February 2, with Zhu Laoliu leading the gains [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Zhu Laoliu (code: 920726) closed at 24.36, up 2.57% with a trading volume of 70,100 shares and a turnover of 171 million yuan [1] - Haidilao (code: 603288) closed at 35.57, up 0.76% with a trading volume of 175,900 shares and a turnover of 628 million yuan [1] - Anji Food (code: 603696) closed at 18.91, up 0.27% with a trading volume of 96,600 shares and a turnover of 183 million yuan [1] - Other notable stocks include Baoli Food (code: 603170) and Tianwei Food (code: 603317), both closing unchanged [1] Capital Flow - The seasoning and fermentation sector experienced a net outflow of 36.05 million yuan from institutional investors and 20.69 million yuan from retail investors, while individual investors saw a net inflow of 56.74 million yuan [2] - The capital flow for individual stocks shows that Haidilao had a net inflow of 22.94 million yuan from institutional investors, while Zhu Laoliu had a net outflow of 0.55 million yuan [3] Individual Stock Analysis - Haidilao saw a net inflow of 22.94 million yuan from institutional investors, but a net outflow of 34.47 million yuan from retail investors [3] - Zhongju Gaoxin (code: 600872) had a net inflow of 6.47 million yuan from institutional investors, while retail investors contributed a small net inflow of 0.97 million yuan [3] - Tianwei Food (code: 603317) had a net inflow of 2.01 million yuan from retail investors despite a slight net outflow from institutional and speculative investors [3]

融券方面，涪陵榨菜1月29日融券偿还700.00股，融券卖出2900.00股，按当日收盘价计算，卖出金额 3.87万元；融券余量13.65万股，融券余额182.34万元，低于近一年20%分位水平，处于低位。 机构持仓方面，截止2025年9月30日，涪陵榨菜十大流通股东中，南方中证500ETF（510500）位居第三 大流通股东，持股1175.43万股，相比上期减少22.82万股。汇添富中证主要消费ETF（159928）位居第 四大流通股东，持股1020.53万股，相比上期增加352.96万股。香港中央结算有限公司位居第五大流通股 东，持股830.26万股，相比上期增加56.88万股。兴全欣越混合A（017826）位居第六大流通股东，持股 730.15万股，相比上期减少548.45万股。汇添富消费行业混合（000083）位居第七大流通股东，持股 700.00万股，持股数量较上期不变。景顺长城鼎益混合(LOF)A（162605）位居第九大流通股东，持股 572.00万股，持股数量较上期不变。天弘永利债券A（420002）退出十大流通股东之列。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪 ...

证券日报网讯 1月29日，涪陵榨菜在互动平台回答投资者提问时表示，公司采购方面占比较大的主要是 青菜头，公司近两年加大了青菜头原料的收购量、减少了半成品收购量，公司未来将通过不断推进产业 科学化运作、加强原料窖池建设等方式平抑原料市场价格大幅波动，以充足的原料储存应对未来原料价 格波动带来的影响，其它大宗物资采购通过年度集中招标方式完成；销售方面，公司具备一定的行业定 价权，公司未来将综合行业形势、市场接受度和CPI指数等情况综合考虑、制定价格策略。 （编辑 楚丽君） ...

格隆汇1月29日丨涪陵榨菜(002507.SZ)在投资者互动平台表示，公司出口销售地区包括美国、加拿大、 俄罗斯等国家和地区。 ...

涪陵榨菜（002507.SZ）1月29日在投资者互动平台表示，该智能助手是由涪陵区主导整合榨菜全产业数 据搭建开发的软件平台，非由公司开发。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问："菜小智"是涪陵榨菜产业大脑的AI助手，是否是贵公司 开发的？ ...

Core Insights - The seasoning and fermentation sector experienced a 3.11% increase on January 29, with Zhu Laoliu leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Zhu Laoliu (code: 920726) closed at 25.33, up 9.42% with a trading volume of 107,900 shares and a transaction value of 259 million [1] - Tianwei Food (code: 603317) closed at 13.10, up 5.14% with a trading volume of 115,100 shares and a transaction value of 148 million [1] - Haitian Flavoring (code: 603288) closed at 36.40, up 4.09% with a trading volume of 384,200 shares and a transaction value of 1.371 billion [1] - Qianhe Flavoring (code: 603027) closed at 10.19, up 3.66% with a trading volume of 200,500 shares and a transaction value of 201 million [1] - Other notable stocks include: - Haoling Zicai (code: 002507) closed at 13.36, up 2.69% [1] - Zhongju Gaoxin (code: 600872) closed at 18.16, up 2.66% [1] Capital Flow - The seasoning and fermentation sector saw a net inflow of 314 million from main funds, while retail funds experienced a net outflow of 183 million [2] - The main funds' net inflow and outflow for specific stocks include: - Haitian Flavoring: net inflow of 208 million, net outflow of 73.75 million from retail [3] - Lianhua Holdings: net inflow of 51.06 million, net outflow of 27.86 million from retail [3] - Zhu Laoliu: net inflow of 30.72 million, net inflow of 514.26 million from retail [3]

1月28日，涪陵榨菜（002507）在投资者互动平台上表示，当前正值青菜头集中采收期，公司已全面启 动收购工作，并同步在抖音、微信公众号等平台，通过官方账号持续以图文、短视频等形式记录和展示 田间砍收青菜头的实况，公司希望让更多消费者了解原料从田间到产品的全过程，以增加产品曝光度、 强化品牌形象。 ...

1月28日，涪陵榨菜（002507）在投资者互动平台上表示，公司目前建有智能化脆口榨菜生产线，未来 完成绿色智能化生产基地建设后将全面提高公司生产全线智能化水平，保障产品品质标准化。 ...

北京商报讯 1月28日，涪陵榨菜在投资者互动平台表示，当前正值青菜头集中采收期，公司已全面启动 收购工作，并同步在抖音、微信公众号等平台，通过官方账号持续以图文、短视频等形式记录和展示田 间砍收青菜头的实况，我们希望让更多消费者了解原料从田间到产品的全过程，以增加产品曝光度、强 化品牌形象。 （文章来源：北京商报） ...

Core Viewpoint - Fuling Zhacai (002507) is strategically increasing its inventory to take advantage of low raw material prices, aiming to mitigate future cost fluctuations while optimizing production and management to enhance performance [1] Group 1: Inventory Management - The company's inventory consists mainly of raw materials, finished goods, shipped products, and work-in-progress, with raw materials being the largest component [1] - The increase in inventory is a strategic move to stockpile raw materials at lower prices, which is intended to stabilize future costs [1] Group 2: Operational Efficiency - The company is committed to continuously optimizing its production and operational management to improve overall performance [1]