Core Points - The Shanghai Composite Index is at 3966.25 points, above the six-month moving average, with a decline of 0.52% [1] - A total of 257 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The total trading volume of A-shares today is 115.87 billion yuan [1] - Stocks with the highest deviation rates include: - Yatong Precision Engineering: 8.41% deviation, closing at 25.23 yuan, with a daily increase of 9.98% and a turnover rate of 27.37% [1] - Aorui Technology: 6.91% deviation, closing at 3.56 yuan, with a daily increase of 9.88% and a turnover rate of 8.56% [1] - Zhuoyue New Energy: 6.42% deviation, closing at 48.54 yuan, with a daily increase of 8.71% and a turnover rate of 1.83% [1] Additional Notable Stocks - Other stocks with significant performance include: - Hualan Group: 5.49% deviation, closing at 17.75 yuan, with a daily increase of 7.58% [1] - Wento Holdings: 5.09% deviation, closing at 2.59 yuan, with a daily increase of 5.71% [1] - Stocks with smaller deviation rates that just crossed the six-month line include Southeast Electronics, Meixin Yishen, and Renfu Pharmaceutical [1]

Core Viewpoint - The food ETF (515710) shows stable performance with a 1.1% increase in intraday price and a transaction volume of 54.72 million yuan, reflecting a total fund size of 1.454 billion yuan [1] Group 1: ETF Performance - The food ETF (515710) has a strong intraday performance, with a price increase of 1.1% and a transaction volume of 54.72 million yuan [1] - The latest fund size of the ETF is reported at 1.454 billion yuan [1] Group 2: Stock Performance - Key stocks such as Yingjia Gongjiu, Gujing Gongjiu, and Guangzhou Restaurant have shown strong performance with increases of 6.96%, 6.77%, and 5.89% respectively [1] - Conversely, stocks like Jinhui Industrial, Bright Dairy, and Yanghe Distillery have underperformed, with declines of 2.57%, 1.06%, and 0.86% respectively [1] Group 3: Industry Insights - China's baijiu exports reached a total of 570 million USD with a volume of 9.64 million liters from January to July 2025, indicating a rising average price of 59.1 USD per liter [1] - The release of the twelve fragrance standard sample aims to further regulate the development of the baijiu category [1] - According to招商证券, the baijiu industry is experiencing price fluctuations, but mid-term signals such as industry clearing and demand stimulation are positive, with potential buying opportunities expected by year-end [1] - 太平洋证券 highlights the importance of monitoring operational margins and high-growth stocks during the third-quarter report window, noting that the baijiu industry is in a supply clearing phase [1]

Company Overview - Guangzhou Restaurant (SH 603043, closing price: 15.95 yuan) announced on October 31 that its 37th board meeting for the fourth session was held on October 29, 2025, combining in-person and remote participation [1] - The meeting reviewed the "2025 Third Quarter Report" among other documents [1] Revenue Composition - For the year 2024, the revenue composition of Guangzhou Restaurant is as follows: mooncake products account for 31.93%, catering services account for 28.4%, frozen foods account for 20.1%, other products account for 17.65%, and other industries account for 1.08% [1]

Core Viewpoint - Guangzhou Restaurant (603043.SH) reported a revenue of 4.285 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 4.43% [1] - The net profit attributable to shareholders reached 449 million yuan, showing a slight increase of 0.31% year-on-year [1] - The company proposed a cash dividend of 1 yuan (including tax) for every 10 shares to all shareholders [1] Financial Performance - Total operating revenue for the first three quarters: 4.285 billion yuan, up 4.43% year-on-year [1] - Net profit attributable to parent company shareholders: 449 million yuan, up 0.31% year-on-year [1] - Basic earnings per share: 0.7921 yuan [1] Dividend Announcement - Proposed cash dividend: 1 yuan per 10 shares (including tax) [1]

（文章来源：证券日报） 证券日报网讯 10月30日晚间，广州酒家发布2025年第三季度报告称，2025年第三季度公司实现营业收 入2，293，096，924.44元，同比增长4.66%；归属于上市公司股东的净利润410，324，481.48元，同比 增长5.33%。 ...

Core Viewpoint - Guangzhou Restaurant is a leading food manufacturing and catering enterprise in China, showcasing strong investment value due to its deep brand heritage and full industry chain advantages [1] Group 1: Business Performance - In Q3 2025, Guangzhou Restaurant achieved a revenue of 4.285 billion yuan, ranking first among nine companies in the industry, significantly exceeding the industry average of 2.028 billion yuan and the median of 1.696 billion yuan [2] - The company's net profit for the same period was 477 million yuan, also leading the industry, surpassing the average of 152 million yuan and the median of 131 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Guangzhou Restaurant's debt-to-asset ratio was 44.67%, a decrease from 45.93% year-on-year but still above the industry average of 35.61% [3] - The gross profit margin for Q3 2025 was 32.35%, slightly down from 33.14% year-on-year and below the industry average of 35.62% [3] Group 3: Executive Compensation - The chairman, Xu Weibing, received a salary of 1.4108 million yuan in 2024, an increase of 202,300 yuan from 2023 [4] - The general manager, Zhao Liping, also earned 1.4108 million yuan in 2024, up by 340,700 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 4.96% to 23,400 [5] - The average number of circulating A-shares held per shareholder decreased by 4.72% to 24,300 [5] Group 5: Market Outlook - Despite pressure on the frozen food business, the company is experiencing steady growth in markets outside Guangdong, with a 16.5% year-on-year increase in revenue from these regions [5] - Forecasted revenues for 2025, 2026, and 2027 are 5.66 billion, 6.28 billion, and 6.90 billion yuan, with year-on-year growth rates of 10.5%, 11.0%, and 9.9% respectively [5] - Expected net profits for the same years are 530 million, 600 million, and 650 million yuan, with growth rates of 7.9%, 12.1%, and 9.5% respectively [5]

Core Insights - Guangzhou Restaurant reported a revenue of 2.293 billion yuan for Q3 2025, representing a year-on-year increase of 4.66% [1] - The net profit attributable to shareholders for Q3 was 410 million yuan, showing a year-on-year growth of 5.33% [1] - For the first three quarters, the company achieved a total revenue of 4.285 billion yuan, which is a year-on-year decline of 4.43% [1] - The net profit attributable to shareholders for the first three quarters was 449 million yuan, reflecting a slight year-on-year increase of 0.31% [1]

证券代码：603043 证券简称：广州酒家 公告编号：2025-059 广州酒家集团股份有限公司 关于"提质增效重回报"行动方案的公告 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。 为深入贯彻党的二十大和中央金融工作会议精神，全面落实国务院《关于加 强监管防范风险推动资本市场高质量发展的若干意见》要求，积极响应上海证券 交易所《关于开展沪市公司"提质增效重回报"专项行动的倡议》，践行"以投 资者为本"的理念，依托中华老字号品牌，加快培育新质生产力，推动广州酒家 集团股份有限公司（以下简称"公司"）高质量发展，持续提升公司投资价值创 造能力，结合公司中长期战略规划与当前业务实际，制定公司"提质增效重回报" 行动方案。 公司于 2025 年 10 月 29 日召开第四届董事会第三十七次会议，以 7 票同意、 0 票反对、0 票弃权的表决结果审议通过了《关于广州酒家集团股份有限公司"提 质增效重回报"行动方案的议案》，具体内容如下： 公司深耕粤港澳大湾区核心市场，持续提升广州、深圳、东莞等城市的门店 渗透率；同时重点布局华东、华北 ...

证券代码：603043 证券简称：广州酒家 公告编号：2025-058 广州酒家集团股份有限公司 关于续聘会计师事务所的公告 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： 2.投资者保护能力 华兴会计师事务所(特殊普通合伙)为特殊普通合伙企业，注册地址为福建省 福州市鼓楼区湖东路 152 号中山大厦 B 座 7-9 楼，首席合伙人为童益恭先生。 拟聘任的会计师事务所名称：华兴会计师事务所(特殊普通合伙) 截至 2024 年 12 月 31 日，华兴会计师事务所(特殊普通合伙)拥有合伙人 71 名、注册会计师 346 名，其中签署过证券服务业务审计报告的注册会计师 182 人。 一、拟聘任会计师事务所的基本情况 （一）机构信息 1.基本信息 华兴会计师事务所(特殊普通合伙)前身系福建华兴会计师事务所，创立于 1981 年，隶属福建省财政厅。1998 年 12 月，与原主管单位福建省财政厅脱钩， 改制为福建华兴有限责任会计师事务所。2009 年 1 月，更名为福建华兴会计师 事务所有限公司。2013 年 12 月 ...

证券代码：603043 证券简称：广州酒家 公告编号：2025-056 广州酒家集团股份有限公司 2025 年前三季度经营数据的公告 单位：万元 币种：人民币 | | 报告期内主营业务收入按产品分项 | | | | --- | --- | --- | --- | | 产品 | 2025 年 1-9 月 | 2024 年 1-9 月 | 较上期变动（%） | | 食品制造业务 | 308,118.06 | 294,005.64 | 4.80 | | 其中：月饼系列产品 | 145,757.55 | 144,098.06 | 1.15 | | 速冻食品 | 78,587.16 | 77,213.90 | 1.78 | | 其他产品 | 83,773.35 | 72,693.68 | 15.24 | | 餐饮服务业务 | 113,100.17 | 108,876.27 | 3.88 | | 其他商品销售业务 | 4,015.86 | 4,201.09 | -4.41 | | 合计 | 425,234.09 | 407,083.00 | 4.46 | | | 报告期内食品制造业务收入按销售模式分项 | | | | 渠 ...