从资金流向上来看，当日休闲食品板块主力资金净流出4316.26万元，游资资金净流出3362.94万元，散户 资金净流入7679.2万元。休闲食品板块个股资金流向见下表： 证券之星消息，1月29日休闲食品板块较上一交易日下跌0.64%，万辰集团领跌。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300783 | 三只松鼠 | 24.88 | 4.85% | 20.85万 | 5.04亿 | | 300973 | 立高食品 | 46.39 | 4.25% | 3.55万 | 1.63亿 | | 603043 | 广州酒家 | 17.91 | 3.11% | 6.35万 | 1.13亿 | | 603719 | 良品铺子 | 12.14 | 2.45% | 6.98万 | 8399.45万 | | 002557 | 治治食品 | 23.34 | 2.28% | 7.53万 ...

50+企业"香"遇 上海，广东名企 奉上年菜盛宴_ 南方+_南方plus 腊味飘香，盆菜 叠彩，丝苗米粒 晶莹，海味领 鲜……这个冬 天，一场集结岭 南风味的年度盛 事即将登陆黄浦 江畔。在"媒体 +"的组织下， 乘"广货行天 下"东风，来自 广东的50家名优 企业将携最具代 表性的年节佳 品，跨越千里， 只为在上海开启 一场色香味俱全 的"广式年味"邂 逅。此次2026广 东年菜进上海营 销行动·年货年 菜节不仅是一次 简单的产品展 销，更是一场粤 派和海派饮食文 化的深度对话， 一次广东农业品 牌集体出海的精 彩亮相，一个年 菜产业冉冉升 起。 味；壹号食品带 不仅如此，"爱 健康"将带来国 家地理标志产品 清远鸡的独特风 来独树一帜的土 特产品，"远良 米业"将展示颗 粒分明、香气悠 长的岭南丝苗 米；"御天元"则 奉上海参滋补佳 名企云集 一大波广货集结 上海 此次活动的参展 阵容堪称"全明 星"。中华老字 号广州酒家将带 来其招牌点心与 经典盆菜，展现 广府饮食文化的 深厚底蕴；中山 腊味企业则携历 经时光沉淀的腊 香，还原岭南人 家灶头间的年节 记忆；水产巨头 国联水产、恒兴 食品、茂名环球 水产 ...

Group 1 - The leisure food sector increased by 1.54% on January 20, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the leisure food sector showed significant price movements, with Wancheng Group rising by 6.04% to a closing price of 212.00 [1] Group 2 - The leisure food sector experienced a net outflow of 60.30 million yuan from institutional investors, while retail investors saw a net inflow of 75.82 million yuan [2] - Notable declines were observed in stocks such as Three Squirrels, which fell by 2.07% to a closing price of 24.58 [2] - The trading volume and turnover for various stocks in the sector varied, with significant activity noted in stocks like Haoxiangni and Ximai Food [2] Group 3 - Haoxiangni had a net inflow of 79.89 million yuan from institutional investors, while it faced a net outflow of 78.76 million yuan from retail investors [3] - Ximai Food also saw a net inflow of 10.14 million yuan from institutional investors, with retail investors experiencing a net outflow [3] - The data indicates varying levels of investor interest across different stocks within the leisure food sector, highlighting the dynamics of institutional versus retail investment [3]

本次年货节汇聚了来自全国十余个城市的知名老字号品牌，六必居、广州酒家（603043）、南京绿柳 居、南园宾馆、绍兴咸亨酒店、杭州楼外楼、广州陶陶居等一众承载历史底蕴与市场口碑的品牌悉数亮 相，带来各具特色的年货精品、节庆礼盒及文创伴手礼。参展老字号不仅展示了传承百年的传统技艺与 经典产品，更通过场景化陈列、沉浸式体验等创新形式，展现其在产品研发、绿色包装、文化表达等方 面的突破，以"绿色+文化"双轮驱动，为新春消费市场拉开活力序幕。 近年来，老字号品牌加速突破传统边界，在坚守文化根脉的同时，积极拥抱绿色化、数智化转型，主动 适配消费升级趋势，成为激活消费市场的重要力量。此次绿色饭店消费季与老字号年货节的联动，既为 行业绿色转型提供了实践样本，也为新春消费提质扩容注入了新动能。 中国饭店协会会长陈新华在开幕式致辞中指出，举办绿色饭店消费季活动，是推动高品质消费升级，赋 能绿色饭店新转型新增长的重要活动。2025年，绿色消费政策加力扩围，全国饭店业整体"含绿量"提 升，绿色盈利能力和服务能力明显提升。2026年，站在"十五五"行业高质量发展的新起点，协会将继续 聚力绿色消费、健康消费、地标美食等市场热点，挖掘住宿 ...

Group 1 - The leisure food sector increased by 3.01% on January 19, with Li Gao Food leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the leisure food sector showed significant price increases, with Li Gao Food rising by 7.34% to a closing price of 46.09 [1] Group 2 - The leisure food sector experienced a net inflow of 18.35 million yuan from institutional investors, while retail investors contributed a net inflow of 18.64 million yuan [2] - Notable stocks included San Zhi Song Shu, which had a net inflow of 36.54 million yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trading volume and turnover in the leisure food sector indicated active market participation, with significant movements in individual stock prices [1][2]

Group 1 - On January 16, Guangzhou Restaurant's stock fell by 1.82%, with a trading volume of 58.53 million yuan [1] - The financing data shows that on the same day, the financing purchase amount was 3.96 million yuan, while the financing repayment was 4.97 million yuan, resulting in a net financing outflow of 1.01 million yuan [1] - As of January 16, the total balance of margin trading for Guangzhou Restaurant was 117 million yuan, which accounts for 1.20% of its market capitalization, indicating a low level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Guangzhou Restaurant increased by 4.96% to 23,400, while the average circulating shares per person decreased by 4.72% to 24,258 shares [2] - For the period from January to September 2025, Guangzhou Restaurant achieved an operating income of 4.285 billion yuan, representing a year-on-year growth of 4.43%, and a net profit attributable to shareholders of 449 million yuan, with a slight increase of 0.31% [2] Group 3 - Since its A-share listing, Guangzhou Restaurant has distributed a total of 1.642 billion yuan in dividends, with 830 million yuan distributed over the past three years [3] - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 7.1934 million shares, a decrease of 5.2772 million shares compared to the previous period [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300973 | 立高食品 | 42.94 | -3.44% | 3.09万 | 1.34亿 | | 000716 | 黑芝麻 | 6.37 | -2.30% | 36.83万 | 2.35 Z | | 603043 | 广州酒家 | 17.31 | -1.82% | 3.36万 | 5853.13万 | | 002719 | 麦趣尔 | 8.60 | -1.71% | 5.37万 | 4634.02万 | | 001219 | 青岛食品 | 14.48 | -1.56% | 6.69万 | 9727.88万 | | 002820 | 桂发祥 | 12.20 | -1.53% | 7.67万 | 9403.47万 | | 603777 | 来伊份 | 13.36 | -1.18% | 7.91万 | 1.06亿 | | 603719 | 良品铺子 | 11.80 | -1.17% | 4.93万 | 5826.65万 | | 002695 | 煌上 ...

Group 1 - The core point of the news is the announcement of the 2025 stock option and restricted stock incentive plan by Guangzhou Restaurant Group Co., Ltd, detailing the number of shares to be granted and the adjustments made to the plan [2][3][4] Group 2 - The incentive plan involves granting a total of 6.21 million restricted shares, accounting for 1.09% of the company's total share capital, with 4.968 million shares initially granted and 1.242 million shares reserved [2] - The initial grant was adjusted from 8.28 million shares to 7.68 million shares due to the cancellation of rights for 18 individuals, resulting in a new grant price of 8.25 yuan per share [3][4] - The board meeting on December 11, 2025, approved the grant of 3.072 million stock options at an exercise price of 15.47 yuan per option and 4.608 million restricted shares at a price of 8.25 yuan per share [4] Group 3 - The effective period for the restricted shares is up to 72 months from the date of registration completion [8] - The lock-up period for the granted restricted shares is set at 24, 36, and 48 months, during which the shares cannot be transferred or used as collateral [9] Group 4 - The funds raised from the incentive plan will be used to supplement working capital [15] - The accounting costs associated with the incentive plan will be recognized based on the difference between the market price and the grant price of the shares, impacting the company's financial results [15][16]

Investment Rating - The report indicates a positive investment outlook for the convenience food industry, projecting significant growth and opportunities in the coming years [12]. Core Insights - The convenience food market in China is expected to grow from CNY 673.6 billion in 2023 to over CNY 1 trillion by 2026, with a compound annual growth rate (CAGR) of approximately 17.5% from 2024 to 2026 [12]. - The industry is driven by evolving consumer demands, faster lifestyles, and continuous product innovation, indicating a robust future growth trajectory [12]. - Regulatory trends are shifting towards health-oriented standards, promoting low-fat and low-salt products, which aligns with consumer health consciousness [14]. Summary by Sections Industry Macro Market Research - The convenience food industry is defined as food products that are pre-prepared for easy consumption, catering to the fast-paced lifestyle of consumers [10]. - The market size has shown consistent growth, with a notable increase from CNY 3,948 billion in 2016 to CNY 6,736 billion in 2023, and is projected to reach CNY 10,749 billion by 2026 [12][13]. - The growth rate has fluctuated, with a significant increase expected in the coming years, reaching 17.5% in 2024 and 17.6% in 2025 [12]. Online Industry Trend Overview - As of September 2025, Douyin has surpassed Taobao in sales volume for convenience foods, achieving a sales figure of CNY 264.2 billion across both platforms [19]. - Douyin's sales strategy focuses on low prices and high sales volume, leading to a significant market share increase [19]. - The report highlights a shift in consumer purchasing behavior, with Douyin's emerging brands showing strong growth compared to traditional brands on Taobao [30]. Brand Analysis - The report identifies key brands in the convenience food sector, noting that while traditional brands like Bai Xiang and Kang Shi Fu dominate in sales, newer brands on Douyin are experiencing rapid growth [30]. - The concentration of top brands is higher on Douyin, indicating a more competitive landscape where new entrants can thrive [30]. - Specific product categories such as instant noodles and rice dishes are experiencing varied growth rates, with some traditional categories facing declines while others, like plant-based options, are gaining traction [22][25]. Consumer Behavior Insights - Approximately 40% of consumers reported increased spending on convenience foods in 2024, with diverse consumption scenarios emerging, including outdoor activities [16]. - The report emphasizes the need for brands to innovate in product convenience and adaptability to meet the evolving consumer preferences [16]. - The convenience food market is characterized by seasonal trends, with certain products like zongzi seeing spikes in sales during specific festivals [32].

证券代码：603043 证券简称：广州酒家 公告编号：2026-005 广州酒家集团股份有限公司 2025 年股票期权与限制性股票激励计划 首次及预留授予限制性股票授予结果公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： | 限制性股票登记日 | 2026年1月12日 | | --- | --- | | 限制性股票登记数量 | 4,815,000股 | 一、股权激励计划前期基本情况 广州酒家集团股份有限公司（以下简称"公司"）2025 年股票期权与限制 性股票激励计划（以下简称"本次激励计划"）方式为股票期权与限制性股票， 其中，限制性股票股份来源为公司回购专用证券账户中的公司 A 股普通股，拟授 予的限制性股票数量为 621.00 万股，占公司总股本比例为 1.09%。其中，首次 授予的权益数量为 496.80 万股，占公司总股本比例为 0.87%；预留授予的权益 数量为 124.20 万股，占公司总股本比例为 0.22%。具体内容详见公司 2025 年 3 月 20 日披露于上海证券交易所官网（www. ...