Market Dynamics in the Pre‑Made Food Sector and the Position of Fujian Tianma Science & Technology Group
Context of the Sectoral Shift
On 11 December 2025, the pre‑made food segment experienced a pronounced correction. Several peers—Hai Xin Foods, Zhongbei Group, Hui Fa Foods, Tianma Technology, Bu Bu Gao, Tong Cheng Holdings, and Da Dong Fang—were hit with a decline, with Hai Xin Foods reaching a daily halt. The downward pressure on the sector is a backdrop against which Fujian Tianma Science & Technology Group (ticker 603668) navigated its own performance.
Fujian Tianma’s Share Price Performance
At the close of 9 December, Tianma’s shares traded at CNY 19.16, a figure that sits comfortably below the annual high of CNY 19.64 and above the low of CNY 10.57 recorded at the start of the year. The company’s market capitalization stands at CNY 9.7 billion, while its price‑earnings ratio—367.24—signals a valuation that reflects high expectations for future growth or a premium placed on its niche in aquatic feed manufacturing.
Capital Flow Analysis
A series of data releases from the Statistical Treasure database provide insight into the institutional appetite for Tianma’s stock over the past week:
| Date | Days of Net Inflow | Net Inflow (CNY bn) | % of Turnover | Cumulative Return |
|---|---|---|---|---|
| 8 Dec | 8 days | 3.07 | 5.42 % | 31.23 % |
| 9 Dec | 9 days | 3.07 | 5.42 % | 31.23 % |
| 10 Dec | 10 days | 3.07 | 5.42 % | 31.23 % |
The consistency of a 10‑day streak of positive net inflows underscores sustained institutional confidence. Although the absolute capital inflow (≈ CNY 3 billion) may appear modest relative to larger technology names, the relative weight of these inflows—over 5 % of daily trading volume—highlights a focused investment theme around aquatic feed and related technologies.
Corporate Governance Activity
In line with its governance commitments, Tianma announced the convening of its 2025 Third Extraordinary General Meeting on 10 December. The notice, published in a formal filing, provides shareholders with the agenda and logistics for the meeting, indicating that the board is engaging its investors in ongoing strategic discussions.
Synthesis
The pre‑made food sector’s correction did not appear to erode Tianma’s standing; rather, the company benefitted from a steady stream of institutional capital and maintained an upward trajectory in share price. The concurrent announcement of an extraordinary general meeting suggests that the company is preparing to address key strategic issues—potentially involving product diversification, supply‑chain optimization, or capital structure adjustments—at a time when the market is receptive to new information.
For investors monitoring the feed processing industry, Tianma’s recent performance reflects a combination of resilient fundamentals, active capital allocation, and proactive governance. The company’s valuation and sector dynamics will likely continue to attract attention as the broader market evaluates the long‑term prospects of sustainable food production.
