盖世食品股份有限公司 证券代码：836826 证券简称：盖世食品 公告编号：2025-161 关于 2022 年股票期权激励计划相关股票期权注销完成的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 盖世食品股份有限公司（以下简称"公司"）于 2025 年 7 月 21 日召开第四届 董事会第五次会议和第四届监事会第五次会议，审议通过了《关于 2022 年股权 激励计划第三个行权期行权条件未成就暨注销部分股票期权的议案》，同意公司 注销《2022 年股权激励计划（草案）》（以下简称"《激励计划》或《2022 年股 权激励计划》"）中已获授但尚未行权的部分股票期权共计 66.0960 万份，具体 内容详见公司于 2025 年 7 月 22 日在北京证券交易所指定信息披露平台 （www.bse.cn）披露的《盖世食品：关于 2022 年股权激励计划第三个行权期行 权条件未成就暨注销部分股票期权的公告》（公告编号：2025-146）。 二、对公司财务状况的影响 公司本次相关股票期权的注销，符合《北京证券交 ...

盖世食品股份有限公司 关于全资子公司完成工商变更登记并取得营业执照的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带 法律责任。 一、基本情况 盖世食品股份有限公司（以下简称"公司"）全资子公司大连乐世国际贸易有 限公司（以下简称"乐世国际贸易"）因经营发展需要对住所进行了变更。 2025 年 9 月 15 日，乐世国际贸易已完成工商变更登记及章程备案手续，并取 得了大连市中山区市场监督管理局核发的《营业执照》，具体变更内容如下： | 变更内容 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | | 住所 | 辽宁省大连市旅顺口区畅达路 | | 辽宁省大连市中山区港兴路 | 6 | | | 号 320 | 号 层 43 | 06-07 | 单元 | 二、工商变更登记情况 乐世国际贸易已于 2025年 9 月15 日完成了工商变更登记手续并取得营业执照， 变更后的登记信息如下： 证券代码：836826 证券简称：盖世食品 公告编号：2025-162 名称：大连乐世国 ...

Group 1 - The core point of the news is that Gai Shi Food (836826) has reached a turnover rate of 25.85% on September 16, 2025, leading to its appearance on the trading leaderboard [1][2] - The total trading volume for Gai Shi Food on that day was 15.55 million shares, with a total transaction value of 225 million yuan [1][2] - The top buying seat was from China Merchants Securities Co., Ltd., which purchased approximately 4.63 million yuan worth of shares, while the top selling seat was from Caixin Securities Co., Ltd., which sold approximately 6.23 million yuan worth of shares [1][2] Group 2 - The trading data shows that several other securities firms were involved in the buying and selling of Gai Shi Food shares, with notable transactions from Guojin Securities and institutional investors [2] - The buying and selling activities indicate a significant interest in Gai Shi Food, as evidenced by the high turnover rate and substantial transaction amounts [1][2]

Market Overview - On September 16, the food processing sector declined by 0.69%, with Gais Food leading the drop [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - Notable gainers in the food processing sector included: - Qianwei Yangchu (001215) with a closing price of 36.15, up 3.52% and a trading volume of 72,300 shares, totaling 254 million yuan [1] - ST Chuntian (600381) with a closing price of 5.20, up 3.17% and a trading volume of 130,300 shares, totaling 65.9 million yuan [1] - Baba Food (605338) with a closing price of 24.23, up 2.54% and a trading volume of 24,800 shares, totaling 59.4 million yuan [1] - Major decliners included: - Gais Food (836826) with a closing price of 14.35, down 4.52% and a trading volume of 155,500 shares, totaling 225 million yuan [2] - Huadong Shares (002840) with a closing price of 11.92, down 2.77% and a trading volume of 312,700 shares, totaling 373 million yuan [2] - Huifa Food (603536) with a closing price of 11.11, down 2.54% and a trading volume of 354,400 shares, totaling 394 million yuan [2] Capital Flow - The food processing sector experienced a net outflow of 251 million yuan from institutional investors, while retail investors saw a net inflow of 217 million yuan [2] - The detailed capital flow for selected stocks showed: - ST Chuntian (600381) had a net inflow of 10.68% from institutional investors [3] - Qianwei Yangchu (001215) had a net inflow of 2.25% from institutional investors [3] - Gais Food (836826) had a net outflow of 0.41% from institutional investors [3]

Group 1 - The recent controversy surrounding the use of pre-prepared dishes in restaurants, particularly highlighted by Luo Yonghao's comments about Xibei, has led to increased public attention on the pre-prepared food sector [1][2] - The National Health Commission has successfully passed the draft of the "National Standards for Food Safety of Pre-prepared Dishes," which will soon be open for public consultation, establishing a unified definition and mandatory disclosure for the use of pre-prepared dishes in restaurants [2][3] - Following the announcement, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi (002330) hitting the daily limit and closing at 5.45 yuan, up 10.10%, and its pre-prepared dish revenue projected to account for 21.67% of total revenue in 2024 [2][3] Group 2 - The stock of Longda Meishi (002726), a supplier to Xibei, also rose by 5.69% to 6.13 yuan, following a strategic cooperation agreement with Xibei to enhance product supply and brand influence [3] - Industry experts are optimistic about the positive impact of regulatory standards on the pre-prepared dish sector, with expectations that the introduction of these standards will promote industry self-discipline and benefit leading brands [3] - The recent discussions around pre-prepared dishes have emphasized the need for restaurants to disclose their use of such products, which is expected to strengthen industry self-regulation and enhance consumer trust in quality brands [3]

Group 1 - Gaisi Food (836826) experienced a price increase of 3.02% with a trading volume turnover rate of 38.27% and a total transaction amount of 365 million yuan, showing a price fluctuation of 17.85% [1][2] - The stock was listed on the daily trading list due to its turnover rate reaching 38.27%, with a net buying amount of 2.5838 million yuan from brokerage seats [2] - In the last six months, Gaisi Food has appeared on the trading list 10 times, with an average price drop of 1.79% the day after being listed and an average drop of 4.17% over the following five days [2] Group 2 - The top five brokerage seats accounted for a total transaction amount of 71.5428 million yuan, with a buying transaction amount of 37.0633 million yuan and a selling transaction amount of 34.4795 million yuan, resulting in a net buying amount of 2.5838 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities, Lhasa Tuanjie Road First Securities, with a buying amount of 8.5683 million yuan, while the largest selling brokerage was Guotai Haitong Securities, Nanjing Changfu Street, with a selling amount of 5.2626 million yuan [2] - Detailed trading data shows the top five buying and selling brokerages, indicating significant trading activity and interest in Gaisi Food [2]

Core Viewpoint - The recent controversy surrounding pre-prepared dishes, sparked by comments from entrepreneur Luo Yonghao, has led to increased attention on the pre-prepared food sector, particularly with the upcoming national food safety standards set to clarify the definition and disclosure requirements for pre-prepared dishes [2][4] Industry Summary - The National Health Commission has successfully passed the draft of the "National Standards for Food Safety of Pre-prepared Dishes," which will soon be open for public consultation, aiming to establish a unified standard for the industry [2][4] - The introduction of these standards is expected to enhance industry self-regulation and benefit leading brands, allowing them to consolidate their market advantages [3][4] Company Summary - Following the news, several A-share pre-prepared dish concept stocks experienced significant gains, with Delisi reaching a 10.10% increase, closing at 5.45 yuan, and projecting that pre-prepared dish revenue will account for 21.67% of its total revenue in 2024 [3] - Other notable stocks included Weizhi Xiang, which saw a 4.93% increase, and Longda Meishi, a supplier to Xibei, which rose by 5.69% after signing a strategic cooperation agreement with Xibei [3]

（记者 曾健辉） 每经讯，2025年9月15日，北交所上市公司盖世食品（836826，收盘价：15.03元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日换手率达到38.27%，成交数量2302.96万股，成交金额3.65亿元。买一席位为东方财富证券股份有限公司拉萨团结路第一 证券营业部，买入856.83万元；卖一席位为国泰海通证券股份有限公司江苏南京常府街营业部，卖出526.26万元。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 | | 2025-09-15盖世食品 (836826) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ਜੇਟ ਹ | 东方财富证券股份有限公司拉萨团结路第一 证券营业部 | 8568293.51 | 2120134.27 | | 买2 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 7696320.82 | 4200889.36 | | 考3 | 财信证券股份有限公司杭州庆春路证券营业部 | 6877827.22 | 19198 ...

Group 1 - The recent dispute between Luo Yonghao and Jia Guolong has not significantly impacted the prepared food sector, with stocks like Delisi and Huifa Food seeing strong performance [1] - On September 15, the prepared food concept saw an initial surge, with stocks such as Delisi (002330.SZ) and Huifa Food (603536.SH) hitting the daily limit, while others like Weizhi Xiang and Guolian Aquatic also experienced gains [1][2] - The prepared food index rose by 1.19%, indicating a positive market sentiment towards the sector [2] Group 2 - The prepared food industry faces challenges such as diverse consumer demands and intensified competition, which require companies to adapt and improve [6] - Weizhi Xiang, known as the "first stock of prepared food" in A-shares, reported a 24.46% year-on-year decline in net profit for the first half of the year [7] - Qianwei Yangchun has acknowledged the trust crisis in the prepared food sector and is implementing measures such as strict source control and supply chain upgrades to ensure quality [6]

Core Viewpoint - The food industry is experiencing significant stock price increases, with multiple companies reaching their daily limit up, indicating strong market interest and potential investor confidence in the sector [1] Group 1: Company Performance - Huihua Food and Delisi both hit the daily limit up, showcasing robust market performance [1] - Geshih Food saw a rise of over 15%, reflecting positive investor sentiment [1] - Guolian Aquatic Products increased by over 10%, indicating strong demand in the market [1] Group 2: Market Trends - The overall trend in the food industry is upward, with several companies like Haixin Food, Qianwei Yangchu, Weizhi Xiang, and Yike Food also showing notable gains [1]