8月27日千禾味业发布中期分配预案，拟10转增3派1元（含税）。 证券时报·数据宝统计显示，公司8月27日公布了半年报，共实现营业收入13.18亿元，同比下降 17.07%，实现净利润1.73亿元，同比下降30.81%，基本每股收益为0.1693元，加权平均净资产收益率为 4.64%。 资金面上看，该股8月27日主力资金净流出2378.92万元，近5日主力资金净流入1030.84万元。 两融数据显示，该股最新融资余额为3.59亿元，近5日增加2475.13万元，增幅为7.40%。 截至发稿，共有566家公司公布了上半年分配方案，其中分配方案中包含送转的有7只，送转方案公布当 日股价上涨的有4只，涨停的有松原安全、若羽臣等，方案公布后5日股价上涨的有4只，累计涨幅居前 的有松原安全、若羽臣、潍柴重机等，累计涨幅为22.14%、12.83%、5.87%。（数据宝） 千禾味业上市以来分配方案概览 | 日期 | 每10股送转（股） | 每10股派现（元） | 净利润（万元） | 净利润同比（%） | | --- | --- | --- | --- | --- | | 2025.06.30 | 3.00 | 1.00 ...

Core Viewpoint - The company announced its semi-annual distribution plan for 2025, which includes a stock split and cash dividend, amidst a decline in revenue and net profit [4][1]. Financial Performance - For the first half of 2025, the company reported revenue of 1.318 billion yuan, a year-on-year decrease of 17.07% - The net profit was 173 million yuan, down 30.81% year-on-year - Basic earnings per share were 0.1693 yuan, with a weighted average return on equity of 4.64% [1]. Distribution Plan - The company plans a distribution of 10 shares for every 3 shares held and a cash dividend of 1 yuan (after tax), with a total cash payout of 103 million yuan - This cash payout represents 59.16% of the net profit, marking the 12th distribution since the company went public [4][1]. Market Activity - On August 27, the stock experienced a net outflow of 23.79 million yuan in principal funds, but saw a net inflow of 10.31 million yuan over the past five days [2]. - The latest margin financing balance for the stock is 359 million yuan, with an increase of 24.75 million yuan over the past five days, reflecting a growth rate of 7.40% [3]. Industry Comparison - Among the food and beverage sector, 14 companies have announced their semi-annual distribution plans for 2025, with the highest cash payout being 2.252 billion yuan from Shuanghui Development, followed by Dongpeng Beverage and Yangyuan Beverage with payouts of 1.3 billion yuan and 630 million yuan respectively [3].

Core Viewpoint - On August 27, Qianhe Flavor Industry announced a distribution plan for the first half of 2025, proposing a 10-for-3 stock bonus and a cash dividend of 1 yuan (before tax), with an expected total cash payout of 103 million yuan, representing 59.16% of the net profit, marking the 12th cumulative cash distribution since the company's listing [1]. Group 1: Distribution Plan - The distribution plan includes a 10-for-3 stock bonus and a cash dividend of 1 yuan (before tax), with a total cash payout of 103 million yuan [1]. - The cash payout represents 59.16% of the net profit, which is a significant portion [1]. - This marks the 12th cumulative cash distribution since the company went public [1]. Group 2: Financial Performance - For the first half of 2025, the company reported operating revenue of 1.318 billion yuan, a year-on-year decrease of 17.07% [2]. - The net profit for the same period was 173 million yuan, down 30.81% year-on-year [2]. - The basic earnings per share were 0.1693 yuan, with a weighted average return on equity of 4.64% [2]. Group 3: Market Activity - On August 27, the stock experienced a net outflow of 23.79 million yuan in principal funds, while there was a net inflow of 10.31 million yuan over the past five days [3]. - The latest margin financing balance for the stock is 359 million yuan, with an increase of 24.75 million yuan over the past five days, representing a growth of 7.40% [4]. Group 4: Industry Comparison - Among the food and beverage industry, Qianhe Flavor Industry's cash payout of 103 million yuan ranks lower compared to its peers, with Shuanghui Development leading at 2.252 billion yuan [4]. - Other notable companies include Dongpeng Beverage and Yangyuan Beverage, with cash payouts of 1.3 billion yuan and 630 million yuan, respectively [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603027 公司简称：千禾味业 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4信永中和会计师事务所（特殊普通合伙）为本公司出具了标准无保留意见的审计报告。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 以实施权益分派股权登记日登记的总股本为基数，向全体股东进行现金分红，每10股分配现金1元（含 税）。以实施权益分派股权登记日登记的总股本为基数，进行资本公积金转增股本，全体股东每10股转 增3股。 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 2.6在半年度报告批准报出日存续的债券情况 □适用 √不适用 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告 ...

Core Viewpoint - Qianhe Flavor Industry reported a strong recovery in sales and revenue in the first half of 2025, despite earlier fluctuations due to public sentiment, showcasing resilience and effective channel strategies [1][6]. Financial Performance - For the first half of 2025, Qianhe Flavor Industry achieved a revenue of 1.318 billion yuan and a net profit of 173 million yuan [1]. Market Demand and Competition - The seasoning industry is experiencing intense competition, with leading companies consolidating market share, while smaller enterprises face increasing challenges [2]. - Qianhe emphasizes product quality and innovation to meet market demands, investing over 400 million yuan in R&D since its listing, resulting in 129 patent grants [2]. Technological Innovation - Qianhe has collaborated with universities and research institutions to enhance fermentation technology, improving soy sauce flavor and quality [3]. - The company has established advanced research facilities and introduced new equipment to support its R&D efforts [2]. Supply Chain Management - Qianhe has optimized its raw material supply chain, forming strategic partnerships to ensure quality and traceability of ingredients [4]. - A dedicated production line for salt has been established in collaboration with Sichuan Jiuda Salt, enhancing the quality control of raw materials [4]. Marketing and Sales Strategy - The company has strengthened its marketing network, expanding both online and offline channels, with a notable increase in the number of distributors [6]. - Sales in offline channels saw a significant increase, with a 20% month-on-month growth in May 2025 [7]. Product Compliance and Consumer Trends - Qianhe's products have consistently passed safety inspections, achieving a 100% compliance rate since 2014 [6]. - The company is responding to consumer demand for natural ingredients by promoting its zero-additive soy sauce series, which utilizes traditional fermentation methods [7][8]. Regulatory Environment - New regulations regarding food labeling will come into effect in 2027, prompting Qianhe to update its product packaging to align with these standards [8]. - The company plans to launch a new marketing campaign in the third quarter of 2025 to promote its clean-label products [8].

Core Viewpoint - Qianhe Flavor Industry reported a strong recovery in sales and revenue in the first half of 2025, driven by the increasing demand for healthy condiments and a focus on core product categories such as soy sauce, vinegar, and cooking wine [1][3]. Group 1: Financial Performance - In the first half of 2025, Qianhe Flavor Industry achieved revenue of 1.318 billion yuan and a net profit of 173 million yuan [1]. - Sales in May and June showed a significant rebound, with online sales increasing by approximately 15% and offline sales by 2% compared to the previous months [1]. Group 2: Market Demand and Product Strategy - The company has positioned itself to meet the growing consumer demand for healthy condiments, having launched the Qianhe 0 series in 2008, which contains no additives and has a fermentation time twice that of ordinary products [3]. - Qianhe Flavor Industry has increased its marketing and promotional investments, with the sales expense ratio rising to 15% in the first half of 2025 [3]. Group 3: Supply Chain Management - The company has strengthened its raw material supply chain management by establishing strategic partnerships with key suppliers of soybeans and salt, ensuring quality control and traceability [4]. Group 4: Channel Development - Qianhe Flavor Industry has expanded its distribution channels, increasing the number of distributors to 3,307, covering over 370 cities nationwide [5]. - The company has also launched its smart manufacturing phase II project, adding an annual production capacity of 600,000 tons to meet growing market demand [5]. Group 5: Financial Stability and Shareholder Returns - As of June 30, 2025, Qianhe Flavor Industry had over 1.8 billion yuan in self-owned funds and stable cash flow, planning to distribute a cash dividend of 1 yuan per 10 shares to all shareholders [7].

格隆汇8月27日丨千禾味业(603027.SH)披露半年报，公司上半年实现营业收入13.18亿元，同比下降 17.07%；归属于上市公司股东的净利润1.73亿元，同比下降30.81%；基本每股收益0.1693元。公司拟每 10股分配现金1元（含税）。以实施权益分派股权登记日登记的总股本为基数，进行资本公积金转增股 本，全体股东每10股转增3股。 ...

8月27日，千禾味业发布2025年半年报。当中披露，2025年上半年，公司实现营业收入13.18亿元，同比 下降17.07%；归属净利润1.73亿元，同比减少30.81%。 公告还指出，"年产60万吨调味品智能生产线建设项目"作为公司长远发展的战略保障，报告期内已经按 计划完成项目建设并正式投产，该项目是公司技术研发成果与现代智能化工业设备在酿造工厂的全面应 用，整体自动化率突破80%。项目投产后，公司总产能将跃升至120万吨。 （企业公告） ...

千禾味业食品股份有限公司 2025 年 1-6 月 审计报告 | 索引 | 项码 | | --- | --- | | 审计报告 | 1-4 | | 公司财务报表 | | | 合并资产负债表 | 1-2 | | 母公司资产负债表 | 3-4 | | 合并利润表 | 5 | | 母公司利润表 | 6 | | 合并现金流量表 | 7 | | 母公司现金流量表 | 8 | | 合并股东权益变动表 | 9-10 | | 母公司股东权益变动表 | 11-12 | | 财务报表附注 | 13-88 | 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn/ 联系申话: 信永中和会计师事务所 | 北京市东城区朝阳门北大街 8 号富华大厦 A 座 9 层 9/F Block A Fu Hua Man No 8 Chaovangmen Beidai Dongcheng District, Beiji 审计报告 XYZH/2025CDAA5B0313 千禾味业食品股份有限公司 千禾味业食品股份有限公司全体股东: 一、审计意见 我们审计了千禾味业食品股份有限公司(以下简称千禾味业公司) ...

Core Viewpoint - Qianhe Flavor Industry (SH:603027) demonstrated strong resilience and business adaptability in the first half of 2025, focusing on product strength and technological innovation amidst intense market competition and evolving consumer preferences [1][2]. Financial Performance - In the first half of 2025, Qianhe Flavor Industry achieved revenue of 1.318 billion yuan and a net profit of 173 million yuan, with a U-shaped recovery in sales and revenue following a dip in March-April due to public sentiment issues [1][2]. Market Trends - The demand for healthy seasoning products continues to rise, driven by increasing consumer health awareness and government initiatives promoting the reduction of food additives [2][3]. - Qianhe's "Qianhe 0" series, launched in 2008, has set a market trend for clean-label products, gaining a strong reputation for its additive-free offerings [2]. Product Development - The company has invested in advanced research and development, introducing new products such as organic soy sauce and organic vinegar, while enhancing its quality control through strategic partnerships with suppliers [3][4]. Channel Strategy - Qianhe Flavor Industry is expanding its market presence through a dual-channel strategy, increasing its offline distributor network to 3,307 and enhancing online marketing efforts [4]. - The company has launched its second phase of smart manufacturing, adding an annual production capacity of 600,000 tons to meet growing market demand [4]. Financial Health and Shareholder Returns - As of June 30, 2025, Qianhe Flavor Industry reported over 1.8 billion yuan in self-owned funds and stable cash flow, planning to distribute a cash dividend of 1 yuan per 10 shares to shareholders [5].