证券代码：广州酒家 证券简称：603043 公告编号：2025-037 广州酒家集团股份有限公司 关于使用闲置自有资金购买国债逆回购进展的公告 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： 币种：人民币 1 ●投资种类：上海证券交易所、深圳证券交易所交易的国债逆回购品种产品。 ●投资金额：50,000.00 万元。 ●履行的审议程序：2025 年 3 月 26 日召开了第四届董事会第三十四次会议 和第四届监事会第二十五次会议，审议通过了《广州酒家集团股份有限公司关于 使用闲置自有资金购买银行理财产品、固定收益凭证产品及国债逆回购的议案》。 广州酒家集团股份有限公司（以下简称"公司"）2025 年 3 月 26 日召开了 第四届董事会第三十四次会议和第四届监事会第二十五次会议，审议通过了《广 州酒家集团股份有限公司关于使用闲置自有资金购买银行理财产品、固定收益凭 证产品及国债逆回购的议案》，同意公司使用额度不超过人民币 5 亿元的闲置自 有资金投资安全性高、风险较低、流动性好、一年以内的短期银行理财产品、固 定 ...

证券之星消息，8月1日休闲食品板块较上一交易日上涨0.56%，煌上煌领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002695 | 煌上煌 | 13.97 | 5.99% | 24.33万 | | 3.33亿 | | 000716 | 性能 | 6.54 | 4.81% | 83.45万 | | 5.38亿 | | 605339 | 南侨食品 | 17.92 | 2.69% | 2.77万 | | 4895.36万 | | 603697 | 有友食品 | 12.18 | 2.27% | 9.98万 | | 1.22亿 | | 002719 | 麦趣尔 | 9.47 | 1.18% | 10.60万 | | 1.00亿 | | 001219 | 青岛食品 | 14.12 | 1.15% | 3.04万 | | 4281.75万 | | 60371 ...

Core Insights - The article highlights the emergence of budget-friendly dining options from traditional high-end restaurants, indicating a significant shift in the restaurant industry due to economic pressures and changing consumer behavior [1][9]. Group 1: Company Developments - "Yanyangtian," a well-known restaurant brand in Hubei, has launched a fast-food canteen offering over 50 dishes, with prices starting as low as 1.5 yuan, contrasting sharply with its previous high-end image [1][2]. - The new canteen, named "Yanyangtian Neighborhood Canteen," is located next to its existing high-end restaurant and is designed to cater to local communities, including nearby schools and residential areas [2][6]. - The canteen's pricing strategy includes dishes that are significantly cheaper than those at its upscale counterparts, with some items priced 30-40% lower [4]. Group 2: Industry Trends - A trend is emerging where traditional restaurants are adopting lower-priced fast-food models, with several well-established brands, such as "Ice Fire Tower" and "Guangzhou Restaurant," launching similar initiatives [7][8]. - The restaurant industry is facing a crisis, with many long-standing establishments closing down due to rising operational costs, declining demand, and outdated business models [9][10]. - The marriage market, a significant source of revenue for traditional restaurants, is shrinking, as evidenced by a 20.5% decrease in marriage registrations in 2024 compared to 2023, leading to a decline in banquet business [10][12]. - The shift towards fast food by traditional restaurants is seen as a necessary adaptation to survive in a changing market, although the long-term viability of this strategy remains uncertain [12][13].

证券之星消息，7月30日休闲食品板块较上一交易日上涨1.6%，西麦食品领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002956 | 西麦食品 | 21.91 | 9.28% | 13.28万 | | 2.80 Z | | 002695 | 煌上煌 | 14.07 | 5.39% | 22.88万 | | 3.14亿 | | 002557 | 治治食品 | 23.42 | 4.55% | 24.21万 | | 5.69 Z | | 300973 | 立高食品 | 46.56 | 3.72% | 2.88万 | | 1.32亿 | | 002719 | 麦脚尔 | 9.62 | 3.00% | 16.89万 | | 1.60亿 | | 000716 | 黑芝麻 | 6.27 | 1.95% | 39.22万 | | 2.45亿 | | 00300 ...

城市是赛事的"赛场"，赛事是城市的"秀场"。第十五届全国运动会不仅是一场竞技体育的巅峰对决，更是广州展 示城市形象、促进文旅消费的重要窗口。 如何将体育"流量"变为文旅"留量"？广州通过推出全运之年精品旅游线路、美食打卡地、系列演艺活动和全民体 育活动，串联起比赛场馆与广州文化地标，让游客在观赛之余，深度体验广州的文化底蕴，打造"观赛+旅游"消费 新场景。 十五运"氛围"组上线 推动"激情全运"融入生活 随着十五运会日益临近，广州多地赛事宣传氛围日渐浓厚。广州塔、中信广场、北京路步行街等广州城市地标集 体"换装"，为十五运会亮灯。吉祥物"喜洋洋""乐融融"的身影遍布大街小巷，全民迎全运的浓厚氛围溢出屏幕。 有轨电车、公交巴士、候车亭装饰全面焕新，突破单一功能属性，成为集全运宣传、城市形象展示于一体的文化 窗口。2024年底，广州地铁便选取10个车站打造倒计时打卡点，让市民在搭地铁的同时就能为运动盛会打气助 威。 有轨电车、公交巴士装饰焕然一新，打造全运主题"移动风景线" 。 在距离第十五届全国运动会开幕倒计时200天之际，"全运号"主题列车在海珠有轨电车正式上线。这列穿梭于广州 城市中轴线的"全运号"有轨电车 ...

Market Overview - The leisure food sector experienced a decline of 1.22% on July 29, with Yanjinpuzi leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Individual Stock Performance - Huangshanghuang (002695) saw a price increase of 3.25%, closing at 13.35, with a trading volume of 127,700 shares and a turnover of 167 million yuan [1] - Yanjinpuzi (002847) reported a significant decline of 6.22%, closing at 69.69, with a trading volume of 50,100 shares and a turnover of 355 million yuan [2] - Other notable declines included Maquuer (002719) down 2.61% and Lihigh Food (300973) down 2.18% [2] Capital Flow Analysis - The leisure food sector saw a net outflow of 173 million yuan from institutional investors, while retail investors experienced a net inflow of 212 million yuan [2] - The capital flow for individual stocks showed varied trends, with Lihigh Food receiving a net inflow of 9.36 million yuan from institutional investors [3] - Conversely, Yanjinpuzi experienced a net outflow of 3.56 million yuan from institutional investors [3]

Core Viewpoint - The "Qingyuan West Cow Bamboo Shoots Table Cuisine" was launched at the third Qingyuan West Cow Bamboo Shoots Tasting Season and Industry Promotion Event, aiming to promote local agricultural products and enhance culinary experiences in the Guangdong-Hong Kong-Macao Greater Bay Area [2][3][14]. Group 1: Event Overview - The event took place on July 28, 2025, in Qingyuan Yingde, featuring the release of the "Qingyuan West Cow Bamboo Shoots Table Cuisine" [2][3]. - A total of 33 restaurants across the Greater Bay Area were awarded the "Qingyuan West Cow Bamboo Shoots Table Cuisine Experience Store" plaque [3][12]. Group 2: Culinary Offerings - The "Qingyuan West Cow Bamboo Shoots Table Cuisine" includes over ten dishes such as Red Oil Fish Shoots with Beef, Mei Cai Bamboo Shoots, and Bamboo Fungus Bamboo Shoots Stewed with Old Chicken, showcasing the culinary potential of the West Cow Bamboo Shoots [8][9][7]. Group 3: Agricultural Significance - The West Cow Bamboo Shoots are a distinctive agricultural product of Qingyuan and one of the five major billion-dollar modern agricultural industries in the region [15]. - By the end of 2024, the planting area for West Cow Bamboo Shoots is expected to reach 992,500 acres, with over 88,000 workers involved and a production volume of 1.5136 million tons, generating a total industry output value of 10.965 billion yuan [17][18].

Group 1 - The third China International (Foshan) Pre-made Food Industry Conference was held, releasing the "Top 100 Pre-made Food Enterprises in China by 2025" list, with 100 companies from 17 provinces (cities, districts) included [1][2] - Guangdong leads the nation with 21 companies on the list, including Dongguan's Hongjun Catering [1][2] - The ranking is based on data from mainstream e-commerce platforms, corporate financial reports, consumer reputation, media evaluations, product innovation, and other metrics, using the iiMeval big data evaluation model [2] Group 2 - The top-ranked company is Shuanghui Group, followed by well-known brands such as Haidilao, Wens Foodstuff, and others in the top ten [2] - Hongjun Catering, established in 1998, specializes in providing group meal services, catering consulting, kitchen design, and agricultural product distribution, and is noted for introducing robotic operations and standardized management [5] - Dongguan's food industry is rapidly transforming, with over 226 large-scale food enterprises, and the total output value of the food industry expected to exceed 100 billion in 2024 [6]

Core Insights - The "Top 100 Pre-made Dishes Companies in China" list was released at the third China International (Foshan) Pre-made Dishes Industry Conference, highlighting the dominance of Guangdong in the pre-made dishes sector [2][4][5]. Group 1: Rankings and Performance - The list features the top 100 companies in the pre-made dishes production sector, with Guangdong leading with 21 companies, followed by Shanghai with 11, and Shandong, Zhejiang, and Hunan each with 9 [6][11]. - The top-ranked company is Shuanghui Group from Henan, followed by Haidilao and Wens Foodstuff Group [8][10]. Group 2: Industry Composition - The majority of companies on the list are in food processing, accounting for 57 out of 100, while 22 are in the restaurant sector and 20 in agriculture, forestry, and animal husbandry [15][16]. - Guangdong's representation includes 9 companies in agriculture, forestry, and animal husbandry, 8 in food processing, and 4 in the restaurant sector [12][13]. Group 3: Evaluation Criteria - The rankings are based on data from major e-commerce platforms, company financial reports, consumer reputation, media evaluations, product innovation, and other metrics, using a big data evaluation model [21][23]. - The evaluation focuses on five key indicators: comprehensive strength, R&D capability, brand reputation, brand influence, and product competitiveness, with scores ranging from 0 to 100 [24][25]. Group 4: Regional Highlights - The top 20 Guangdong specialty ingredients list was also introduced, showcasing products from various cities, with Zhanjiang shrimp ranked first [31][36]. - The evaluation of specialty ingredients considers media exposure, export performance, cultural influence, and e-commerce market performance [33][35].

Group 1 - The company announced a share repurchase plan with a total expected amount of RMB 100 million to RMB 143 million [1] - The repurchase period is from April 22, 2025, to April 21, 2026 [1] - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] Group 2 - As of June 30, 2025, the company has repurchased a total of 2.8383 million shares, accounting for 0.499% of the total share capital [3] - The total amount paid for the repurchased shares is RMB 44.7132 million, with a purchase price range of RMB 15.42 to RMB 16.44 per share [3] - The company will continue to make repurchase decisions based on market conditions and fulfill information disclosure obligations [4]