从 "再看我就把你喝掉" 到 "卖不动赚不着"，42 岁的旺旺集团到了最危急时刻？ 2025 财年上半年，营收 111.08 亿仅增 2.1%，净利润直接狂跌 7.8% 至 17.17亿的成绩单，戳破了国民品牌的光环。 | | | Unaudited | | | | --- | --- | --- | --- | --- | | | | 未經審計 Six months ended | | | | | | 30 September | | Change | | | | 截至9月30日止六個月 | | 變動 | | | | 2025 | 2024 | | | Key income statement items (in RMB'000, unless otherwise stated) | 主要收益表項目 (人民幣千元,除特別註明外) | | | % | | Revenue | 收益 | 11,107,792 | 10,876,637 | +2.1 | | Gross profit | 毛利 | 5,131,748 | 5,141,311 | -0.2 | | Operating profit | 管運利潤 | ...

| 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 京东集团-SWR(89618) | 139.10 万元 | 85.52% | 19.58% | | 友邦保险-R(81299) | 59.19 万元 | 77.11% | 7.06% | | 联想集团-R(80992) | 236.30 万元 | 67.79% | -13.42% | | 快手-WR(81024) | 110.64 万元 | 63.84% | 11.07% | | 小米集团-WR(81810) | 127.60 万元 | 60.41% | 13.73% | | 中银香港-R(82388) | 5.50 万元 | 59.99% | 17.57% | | 华泰证券(06886) | 3.74 亿元 | 56.96% | 40.23% | | 创科实业(00669) | 6.62 亿元 | 54.74% | 26.43% | | 贝壳-W(02423) | 4.65 亿元 | 53.19% | 19.47% | | 百度集团-SWR(89888) | 169.98 万元 | 52.00 ...

中新网长沙2月3日电 (付敬懿 段雯芳)非遗苗鼓奏响新春序曲，歌舞演出暖意融融，书法对联传递祝 福……2月3日，"湘台同心筑梦 共贺马年新春"湖南省委台办、省文联慰问台商台胞新春联谊会在台企 旺旺集团湖南大旺食品有限公司举行，邀请在湘台胞台商共庆传统佳节，共叙湘台情谊。 "湘台同心 联谊会深 化了湘台同胞的情感联结。 湖南省委台办 供图 筑梦 共贺马年新春"湖南省委台办、省文联慰问台商台胞新春联谊会现场。 湖南省委台办 供图 《刘海砍樵》展现湖湘文化魅力。 湖南省委台办 供图 "湖南是一片有温度、有活力、有广阔前景的发展沃土。"旺旺集团湖南总厂总厂长罗月林表示，旺旺集 团一直将湖南作为发展重点，在湖南建厂以来持续扩产增线，2025年旺旺集团湖南总厂实现总产值 31.86亿元、增长12%，税收3.1亿元。2026年，旺旺还将继续扩产增线，建成并运营集团第一家品牌体 验旗舰馆。 活动现场，文艺演出环节精彩纷呈，苗鼓《苗鼓神韵》拉开序幕，高亢激昂的鼓点奏响新春序曲；《春 风十万里》《我的中国心》等歌曲传递家国情怀，花鼓戏《刘海砍樵》展现湖湘文化魅力，相声《笑口 常开》引得全场欢笑不断，魔术表演与湘西苗歌轮番登场，现 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國旺旺控股有限公司 呈交日期: 2026年2月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00151 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | USD | | 0.02 | USD | | 600,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 30,000,000,000 | USD | | 0.02 | USD | | 600,000,000 | 本月底法定/ ...

1月22日，极氪发文宣布，旺旺集团副总裁蔡旺家喜提一辆极氪009。本次提车，蔡旺家委托品牌IP"旺 仔"作为代表出席，旺仔搭乘定制涂装的"旺旺大飞机"抵达现场，顺利完成提车流程。 从外观看，极氪009新车配备了专属的旺旺定制皮肤，车身印满旺仔卡通形象与"新年开旺车"等喜庆标 语。 权氪Zeekr 會 26-1-22 18:05 发布于 浙江 来自 微博网页版 C 刚刚，旺仔代表旺旺集团副总裁蔡旺家先生 喜提新年旺车极氛009@Matt旺家 #极氪009##新年开旺车# 009 age EJS PIC . . I 009 3878 责任编辑：李昂 1月22日，极氪发文宣布，旺旺集团副总裁蔡旺家喜提一辆极氪009。本次提车，蔡旺家委托品牌IP"旺 仔"作为代表出席，旺仔搭乘定制涂装的"旺旺大飞机"抵达现场，顺利完成提车流程。 从外观看，极氪009新车配备了专属的旺旺定制皮肤，车身印满旺仔卡通形象与"新年开旺车"等喜庆标 语。 0 责任编辑：李昂 ...

Investment Rating - The report indicates a positive investment outlook for the snack food industry, particularly in the e-commerce segment, with a projected growth rate of 10.9% for 2024 [8]. Core Insights - The e-commerce platform Douyin has shown significant growth, increasing its market share from 22.2% in 2022 to 42.8% in 2024, while traditional platforms like Taobao and JD.com have seen a decline in their market shares [8]. - The overall sales of puffed snacks in e-commerce reached 78.26 billion in 2022, with a steady increase projected for the following years [9]. - The report highlights specific categories within the puffed snack segment that are experiencing varied growth rates, with some categories like digestive biscuits and compressed biscuits showing substantial increases [11][12]. E-commerce Trends - Douyin's sales growth for puffed snacks is at 29.9%, with key categories such as potato chips and cookies leading the growth [16]. - Taobao has seen a decline of 5.3% in the puffed snack category, with notable growth in specific subcategories like soda biscuits and digestive biscuits [10]. - JD.com has experienced a 20.1% decline overall, but certain categories like wafer biscuits have shown remarkable growth of 158.8% [13][14]. Category Performance - The report details the sales and growth rates for various subcategories of puffed snacks for 2024, indicating that: - Compressed biscuits have a growth rate of 74.3% with sales of 0.90 billion - Digestive biscuits are growing at 45.0% with sales of 1.57 billion - Other categories like wafer biscuits and soda biscuits also show significant growth [12][14]. Brand Rankings - The leading brands in the puffed snack category for 2024 include Lay's with sales of 3.60 billion, despite a decline of 13.9%, and other brands like Wantwant and Oreo showing varied performance [19][21]. - The report lists specific brand performances across different platforms, highlighting brands like 脆升升 with a growth rate of 295.4% and 江中食疗 with 88.0% growth [19][22].

Group 1 - Anta Sports-R (82020), Tencent Holdings-R (80700), and Geely Automobile-R (80175) have the highest short-selling ratios at 100.00%, 90.92%, and 80.03% respectively [1][2] - Meituan-W (03690), Alibaba-W (09988), and Tencent Holdings (00700) lead in short-selling amounts, with 1.554 billion, 1.440 billion, and 1.253 billion respectively [1][2] - Tencent Holdings-R (80700), China Wangwang (00151), and Country Garden (02007) have the highest deviation values at 45.18%, 36.17%, and 33.66% respectively [1][2] Group 2 - The top short-selling amounts are led by Meituan-W (03690) at 1.554 billion, followed by Alibaba-W (09988) at 1.440 billion, and Tencent Holdings (00700) at 1.253 billion [2] - The top short-selling ratios include Anta Sports-R (82020) at 100.00%, Tencent Holdings-R (80700) at 90.92%, and Geely Automobile-R (80175) at 80.03% [2] - The highest short-selling deviation values are observed in Tencent Holdings-R (80700) at 45.18%, China Wangwang (00151) at 36.17%, and Country Garden (02007) at 33.66% [2][3]

Core Insights - The report from iiMedia Consulting indicates that 78% of consumers value the emotional significance of Spring Festival gifts, while 63% focus on cultural elements, suggesting that snack gift boxes should combine sentiment and traditional flavors [1] Group 1: Challenges in Spring Festival Gifting - Emotional expression is often vague, with most snack gift boxes only meeting the criteria of being "tasty and presentable," lacking unique emotional narratives, which diminishes the potential for lasting memories [2] - The understanding of "cultural flavor" is superficial, limited to red packaging, and fails to deeply explore traditional customs, thus not conveying the cultural memory of the Spring Festival [2] - There is a universal anxiety regarding gift selection for recipients of different ages and backgrounds, making it difficult to choose gifts that are both universally acceptable and meaningful [2] Group 2: Core Solutions of Wangwang Gift Box - The gift box serves as an emotional carrier with a zero-explanation cost for emotional consensus, as the name "Wangwang" embodies auspicious and celebratory meanings recognized by society [4] - It connects collective memories through classic products like Xianbei and Snow Cakes, evoking taste memories across generations, thus linking the past and present [4] - The brand's positive image and transparent pricing make it suitable for gifting to various relationships, balancing intimacy and distance [4] Group 3: Cultural Integration in the Gift Box - The visual design of the 918g zodiac-themed gift box centers on the horse, incorporating elements like magnolia and couplets, symbolizing prosperity and good fortune, making it a "readable" micro-painting of the Spring Festival [5] - The independent packaging design fits various Spring Festival scenarios, promoting sharing and joy, thus acting as a "social catalyst" for family gatherings [5] - The gift box has dual attributes, serving as both family reserves and direct New Year gifts, aligning perfectly with the social structure of the Spring Festival [5] Group 4: Product Assurance and Quality - The gift box includes a variety of flavors such as savory rice snacks, sweet candies, and creamy drinks, ensuring broad appeal across different age preferences [7] - Core products like Snow Cakes and Xianbei utilize baking methods rather than frying, addressing modern health concerns and enhancing the gift box's thoughtful nature [7] - Independent packaging enhances hygiene and convenience, while the "one pack at a time" concept aligns with the beautiful notion of "steady flow" during the Spring Festival [7] Group 5: Deeper Value of Choosing Wangwang Gift Box - The strong brand consensus and emotional memories ensure clear communication of sentiments, reducing transmission loss [9] - The transformation of rich traditions into shareable experiences allows for natural integration of cultural elements into the 2026 Spring Festival [9] - The gift box combines cultural depth, emotional warmth, and broad acceptance, making it a comfortable choice for both givers and receivers [9] Group 6: Practical Gifting Recommendations - Select themes based on relationships, such as the 918g zodiac-themed box for close relatives and the 650g classic box for casual friends, ensuring appropriateness for the 2026 Spring Festival [10] - Include cultural annotations when gifting, such as explaining the design's auspicious meaning, to enhance the cultural significance and thoughtfulness of the gift [10] - Personalize the gift by pairing it with items like tea or honey, creating a unique "customized New Year gift" that emphasizes the emotional and cultural aspects of the gift box [10]

Group 1 - The "Shared Plan" event in Changsha, Zhuzhou, and Xiangtan will showcase high-quality food companies, offering a wide range of products from snacks to main dishes, catering to the festive dining needs for the upcoming Spring Festival [1] - The event will feature local specialties such as spicy strips and pancakes from Hunan Province, as well as marinated duck from a local agricultural technology company, enhancing the festive atmosphere with authentic flavors [2] - The food offerings include desserts like ice cream and steamed buns from a Xiangtan company, providing a complete culinary experience from spicy to sweet, appealing to diverse taste preferences during the holiday [4] Group 2 - The strong food industry chain in the Changsha-Zhuzhou-Xiangtan area serves as a valuable resource for families preparing for the New Year's Eve dinner, offering convenient pre-prepared dishes that retain authentic flavors [5] - Traditional condiments from a well-established brand play a crucial role in enhancing the flavors of festive meals, while local meat products evoke nostalgic memories associated with the holiday [7] - The event will also feature festive gift boxes from brands like Wangwang, which include a variety of classic snacks, making them ideal for family gatherings and gift-giving during the New Year [8] Group 3 - The promotional pricing for gift boxes, such as the "Wang on Wang" box at 68.8 yuan and the "Wangqing Wangyi" box at 80 yuan, offers significant discounts, making them attractive options for consumers looking to share festive cheer [8] - The comprehensive food chain created by local companies allows for a seamless experience from individual snacks to family feasts, embodying the authentic "0731 flavor" and enhancing the festive spirit [8]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國旺旺控股有限公司 呈交日期: 2026年1月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00151 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | USD | | 0.02 | USD | | 600,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 30,000,000,000 | USD | | 0.02 | USD | | 600,000,000 | 本月底法定 ...