9月17日，广州酒家盘中下跌2.03%，截至14:10，报17.34元/股，成交1.02亿元，换手率1.03%，总市值 98.62亿元。 资金流向方面，主力资金净流出1438.44万元，特大单买入0.00元，占比0.00%，卖出930.07万元，占比 9.11%；大单买入1657.73万元，占比16.24%，卖出2166.11万元，占比21.22%。 广州酒家今年以来股价涨7.37%，近5个交易日跌3.67%，近20日涨4.46%，近60日涨11.23%。 资料显示，广州酒家集团股份有限公司位于广东省广州市天河区科韵路16号自编第4栋第10层，成立日 期1992年5月11日，上市日期2017年6月27日，公司主营业务涉及食品制造业务及餐饮业务,并以食品制 造业务为主。主营业务收入构成为：餐饮服务业务38.82%，其他产品30.80%，速冻食品26.44%，月饼 系列产品1.63%，其他商品销售业务1.25%，其他(补充)1.06%。 截至6月30日，广州酒家股东户数2.23万，较上期减少0.39%；人均流通股25460股，较上期增加0.39%。 2025年1月-6月，广州酒家实现营业收入19.91亿元，同比增 ...

（原标题：预制菜陷入舆论漩涡，相关A股上市公司遇波动） 21世纪经济报道记者 刘婧汐 西贝风波骤起，将预制菜推向舆论漩涡。在资本市场上，A股预制菜概念公司直面波动。 继昨日涨停后，得利斯（002330.SZ）、三江购物（601116.SH）转跌；昨日上涨的惠发食品 （603536.SH）、味知香（605089.SH）、国联水产（300094.SZ）转跌；千味央厨（001215.SZ）、西安 饮食（000721.SZ）、紫燕食品（603057.SH）则继续上涨。 而从业绩表现上来看，近年来，在预制菜屡屡遭遇舆论质疑及B端餐饮场景消费疲软的影响下，行业整 体承压，充满了不确定性。 龙头企业整体承压 广义上的预制菜板块相关企业数量较多、范围较广。 目前，A股上市公司中既有味知香、得利斯等主要从事预制菜业务的企业，也有诸多从农牧水产、冷冻 食品、现制餐饮跨界而来的"半路入行"选手，典型的如安井食品、广州酒家、海底捞、国联水产等等， 均在近两年杀入了预制菜赛道。可以说，预制菜已经高度渗透进餐饮行业之中。 在财报中，上述企业不约而同地提到，下跌原因主要系B端消费疲软、市场竞争激烈所致，根据同花顺 预制菜板块上市公司的经营 ...

近日，罗永浩吐槽西贝门店餐食是预制菜，菜品价格贵，让西贝餐饮公司陷入预制菜的舆论风波。随 后，双方展开交锋，频登热搜，预制菜概念也备受关注。 数据显示，A股预制菜概念共有31家企业，其中14家披露ESG（环境、社会和公司治理）相关报告（以 下简称报告），披露率为45%。 中央财经大学绿色金融国际研究院（以下简称中财大绿金院）副院长施懿宸接受《每日经济新闻》记者 微信采访时表示："作为直接关联食品安全的赛道，唯有以更高标准、更严要求主动披露，方能以阳光 化生产守护消费者'舌尖上的信任'。" 披露率为45%，4家公布范围三 A股预制菜概念共有31家企业，其中14家披露ESG相关报告，披露率为45%。 预制菜概念上市公司ESG相关报告披露情况 | 证券代码 | 证券简称 | 报告名称 | 碳排放披露情况 | | --- | --- | --- | --- | | 300999. SZ | 金龙鱼 | 2024年可持续发展 | 范围一+范围二+ | | | | 报告 | 范園三 | | 000895. SZ | 双汇发展 | 2024 ESG报告 | 范围一+范围二+ | | | | | 范围 一 | | 00087 ...

证券之星消息，9月16日休闲食品板块较上一交易日上涨0.94%，万辰集团领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300972 万辰集团 | | 5932.66万 | 9.73% | 2956.49万 | 4.85% | -8889.15万 | -14.58% | | 002820 | 桂发祥 | 1349.34万 | 6.45% | -7.76万 | -0.04% | -1341.58万 | -6.41% | | 000716 | 性能 | 779.93万 | 5.15% | -1062.28万 | -7.02% | 282.35万 | 1.87% | | 603057 | 紫燕食品 | 486.86万 | 6.04% | 304.42万 | 3.78% | -791.28万 ...

Core Viewpoint - The recent events involving Luo Yonghao and Xibei have sparked renewed consumer interest in the "pre-prepared dishes" industry, leading to significant stock price increases for related listed companies on September 15, 2025 [1][10]. Industry Overview - The pre-prepared dishes industry is gradually entering a path of standardized development, with regulations and standards being established in recent years. However, challenges such as low entry barriers and varying consumer perceptions complicate market entry for new players [3][4]. - In March 2024, a joint notification from several government departments outlined clear definitions and standards for pre-prepared dishes, marking the beginning of a standardized development path for the industry [4]. Market Growth - According to iMedia Consulting, the market size of China's pre-prepared dishes reached 485 billion yuan in 2024, reflecting a year-on-year growth of 33.8%. The market is expected to grow to 749 billion yuan by 2026 due to technological advancements and supportive policies [5]. Competitive Landscape - Despite rapid market growth, the industry faces intense competition, characterized by low entry barriers, product homogeneity, and a crisis of consumer trust, leading to declining profits across many companies [6][9]. - Financial reports from various pre-prepared dish companies for the first half of 2025 indicate a general decline in net profits, with several companies reporting losses. For instance, Guolian Aquatic Products reported a loss of 550 million yuan [7][9]. Company Performance - Key financial metrics from several pre-prepared dish companies for the first half of 2025 include: - Longda Meishi: Revenue of 782 million yuan (-19.5% YoY), gross margin of 12.43% (+1.24% YoY) - Guolian Aquatic Products: Revenue of 1.65 billion yuan (-18.36% YoY), net loss of 550 million yuan - Huifa Food: Revenue of 734 million yuan (-17.75% YoY), net loss of 31 million yuan - Aixin Food: Revenue of 7.604 billion yuan (+0.8% YoY), gross margin of 20.52% (-3.39% YoY) [7][9]. Consumer Insights - Consumers express a desire for transparency and choice regarding pre-prepared dishes, indicating that they are not opposed to the concept but seek better information about the products [10].

9月11日，广州酒家盘中下跌2.00%，截至10:21，报17.64元/股，成交4970.31万元，换手率0.49%，总市 值100.33亿元。 资金流向方面，主力资金净流出233.67万元，大单买入620.72万元，占比12.49%，卖出854.39万元，占 比17.19%。 广州酒家今年以来股价涨9.23%，近5个交易日涨1.50%，近20日涨9.63%，近60日涨13.37%。 资料显示，广州酒家集团股份有限公司位于广东省广州市天河区科韵路16号自编第4栋第10层，成立日 期1992年5月11日，上市日期2017年6月27日，公司主营业务涉及食品制造业务及餐饮业务,并以食品制 造业务为主。主营业务收入构成为：餐饮服务业务38.82%，其他产品30.80%，速冻食品26.44%，月饼 系列产品1.63%，其他商品销售业务1.25%，其他(补充)1.06%。 广州酒家所属申万行业为：食品饮料-休闲食品-烘焙食品。所属概念板块包括：预制菜、增持回购、融 资融券、中盘、国资改革等。 截至6月30日，广州酒家股东户数2.23万，较上期减少0.39%；人均流通股25460股，较上期增加0.39%。 2025年1月- ...

证券研究报告 食品饮料 行业专题报告 hyzqdatemark 2025 年 09 月 10 日 证券分析师 张东雪 SAC：S1350525060001 zhangdongxue@huayuanstock.com 林若尧 SAC：S1350525070002 linruoyao@huayuanstock.com 周翔 SAC：S1350525070003 zhouxiang@huayuanstock.com 投资评级： 看好（维持） ——龙头韧性凸显，重视牧业、餐饮链估值修复机会 投资要点： 板块表现： 大众品 25 年中报总结 【啤酒】上半年啤酒公司收入端来看，全国性啤酒企业收入利润表现稳健，区域性企业业 绩弹性更优，利润端来看，成本下行贡献毛利增长，费率改善逐步释放盈利能力。产品结 构高端化升级作为啤酒行业此前盈利主线，在当前宏观环境下有所承压，全国性啤酒企业 吨价增速较此前明显收窄，但经营韧性仍在，成本端和费用率的改善则构成了啤酒企业盈 利增长的主要贡献。展望后续，我们认为在终端需求逐步复苏预期下，啤酒企业基本面仍 具向上空间，但考虑到啤酒市场总量预期稳定，结构升级也已行至中局，后续机会预计更 多以个 ...

格隆汇9月9日｜万联证券研报指出，广州酒家上半年实现归母净利润0.39亿元（YoY-33.11%），实现扣 非归母净利润0.35亿元（YoY-30.37%）。Q2单季归母净利润-0.12亿元，同比减亏3.40%。餐饮利润承 压，省外扩张顺利。直销与经销渠道齐头并进，直销营收同比增长2.93%，经销营收同比增长2.53%。 分地区：公司重点布局广东省外市场，打造"华东+华北"增长引擎，省外营收同比大幅增长16.16%。公 司持续推动"餐饮+食品"双主业高质量协同发展，深耕市场优化渠道助力销售业绩保持增长。消费环境 回暖拉动餐饮业务复苏，月饼大年赠礼需求支撑销量，三季度营收值得期待。维持公司"增持"评级。 ...

万联证券研报指出，广州酒家上半年实现归母净利润0.39亿元（YoY-33.11%），实现扣非归母净利润 0.35亿元（YoY-30.37%）。Q2单季归母净利润-0.12亿元，同比减亏3.40%。餐饮利润承压，省外扩张顺 利。直销与经销渠道齐头并进，直销营收同比增长2.93%，经销营收同比增长2.53%。分地区：公司重 点布局广东省外市场，打造"华东+华北"增长引擎，省外营收同比大幅增长16.16%。公司持续推动"餐饮 +食品"双主业高质量协同发展，深耕市场优化渠道助力销售业绩保持增长。消费环境回暖拉动餐饮业 务复苏，月饼大年赠礼需求支撑销量，三季度营收值得期待。维持公司"增持"评级。 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative price increase of over 15% in the next six months [14]. Core Views - The company reported a revenue of 1.991 billion yuan for the first half of 2025, a year-on-year increase of 4.16%, while the net profit attributable to shareholders was 39 million yuan, a decrease of 33.11% year-on-year [1]. - The company is focusing on expanding its market presence outside Guangdong, particularly in East and North China, which has led to a significant revenue increase of 16.16% from these regions [1]. - The company is expected to benefit from the upcoming "moon cake year," which is anticipated to boost sales due to gifting demand [2]. Summary by Sections Financial Performance - In Q2 2025, the company achieved a revenue of 945 million yuan, representing a 5.09% year-on-year growth, while the net profit was a loss of 12 million yuan, a reduction in losses by 3.40% year-on-year [1]. - The overall gross margin decreased to 23.78%, down 2.09 percentage points year-on-year, with the sales expense ratio increasing to 11.29%, up 0.54 percentage points year-on-year [2]. Product and Channel Performance - Revenue from moon cake products reached 32 million yuan, up 1.32% year-on-year, while revenue from frozen foods was 527 million yuan, down 2.46% year-on-year [1]. - The company’s restaurant business generated 773 million yuan in revenue, a year-on-year increase of 7.11%, although profits were pressured by weak consumer demand [1]. Future Outlook - The company is expected to see a recovery in its restaurant business as the consumer environment improves, with projected net profits for 2025-2027 being 534 million, 602 million, and 667 million yuan respectively, reflecting year-on-year growth rates of 8.18%, 12.68%, and 10.86% [2][4].