数据来源：天眼查APP 数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，燕柏食品（广州）有限公司成立，法定代表人为李 明，注册资本10万元，经营范围包含：食品销售（仅销售预包装食品）;食品互联网销售（仅销售预包 装食品）;食品添加剂销售;包装材料及制品销售;日用杂品销售;厨具卫具及日用杂品批发;日用家电零售; 日用品销售;信息技术咨询服务;五金产品零售;五金产品批发;软件销售;软件开发;计算机软硬件及辅助设 备零售;计算机软硬件及辅助设备批发;电子产品销售;住房租赁;小微型客车租赁经营服务;房地产经纪;租 赁服务（不含许可类租赁服务）;卫生洁具销售;灯具销售;建筑装饰材料销售;商业综合体管理服务;服装 服饰批发;服装辅料销售;办公设备耗材销售;农副产品销售;食品销售;食品互联网销售;道路货物运输（不 含危险货物）。天眼查APP股权穿透显示，该公司由紫燕食品、深圳市华印源创业投资合伙企业（有限 合伙）共同持股。 证券之星消息，根据天眼查APP数据整理，近日，燕柏食品（广州）有限公司成立，法定代表人为李 明，注册资本10万元，经营范围包含：食品销售（仅销售预包装食品）;食品互联网销售（仅销售 ...

Core Viewpoint - The leisure food sector experienced a slight increase of 0.37% on December 31, with Yuanzu Co., Ltd. leading the gains. The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1]. Group 1: Stock Performance - Yuanzu Co., Ltd. (603886) closed at 13.97, up 3.64%, with a trading volume of 132,300 shares and a transaction value of 184 million yuan [1]. - Ximai Food (002956) closed at 28.12, up 3.46%, with a trading volume of 42,100 shares and a transaction value of 117 million yuan [1]. - Ziyan Food (603057) closed at 20.34, up 2.21%, with a trading volume of 45,800 shares and a transaction value of 92.42 million yuan [1]. - Other notable stocks include Haoxiangni (002582) at 11.05, up 1.84%, and Laiyifen (603777) at 13.73, up 1.63% [1]. Group 2: Capital Flow - The leisure food sector saw a net outflow of 8.58 million yuan from institutional investors and a net outflow of 32.76 million yuan from speculative funds, while retail investors contributed a net inflow of 41.34 million yuan [2]. - Notable capital flows include Sanzhi Songshu (300783) with a net inflow of 6.78 million yuan from institutional investors, while it experienced a net outflow of 11.79 million yuan from retail investors [3]. - Lihai Food (300973) had a net inflow of 5.45 million yuan from institutional investors but faced a net outflow of 1.45 million yuan from retail investors [3].

Market Overview - The Shanghai Composite Index closed at 3968.84 points, above the annual line, with a slight increase of 0.09% [1] - The total trading volume of A-shares reached 24,617.43 billion yuan [1] Stocks Breaking Annual Line - A total of 92 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Wajingke (8.82%) - Zhangyue Technology (8.44%) - Suoling Co., Ltd. (7.81%) [1] Detailed Stock Performance - The following stocks have notable performance metrics: - Wajingke: 20.00% increase, turnover rate of 14.94%, latest price at 37.80 yuan [1] - Zhangyue Technology: 10.00% increase, turnover rate of 12.20%, latest price at 22.12 yuan [1] - Suoling Co., Ltd.: 10.00% increase, turnover rate of 10.69%, latest price at 6.05 yuan [1] - Other stocks with significant increases include: - Desheng Technology: 10.03% increase - Nanxing Co., Ltd.: 10.00% increase [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Guifaxiang - Guangkang Biochemical - Shunwang Technology [1]

Core Insights - The traditional braised food brand, Ziyan Baiwei Chicken, is facing unprecedented opportunities and challenges as the younger generation becomes the main consumer force in the market [1] - Ziyan has successfully rejuvenated its brand image and opened new growth paths through strategic innovations tailored to Gen Z consumption trends [1] Group 1: Market Strategy - Ziyan has identified "university towns" and "factory canteens" as key high-frequency consumption scenarios, implementing differentiated penetration strategies [1] - The company has strategically located its stores close to student life circles and has engaged in online community operations and offline themed activities to enhance customer loyalty and repurchase rates [1] - Ziyan plans to expand its successful model from tech and industrial parks nationwide, aiming to establish a new benchmark for "workplace dining" [1] Group 2: Product Innovation - Continuous product innovation is crucial for retaining young consumers, with Ziyan understanding their dual pursuit of "freshness" and "quality" [3] - The company has established an innovation research institute to systematically advance product iterations, launching new products monthly based on seasonal changes and regional characteristics [3] - An example includes the "Tea Braised Series," inspired by Minnan tea culture, which achieved a 45% month-on-month sales increase in trial areas due to its health-oriented flavor upgrade and lightweight packaging [3] Group 3: Marketing and Brand Communication - Ziyan has adopted bold innovations in marketing, exploring interactive methods favored by young consumers [4] - The company has implemented a "headquarters empowerment + regional linkage" live-streaming strategy to showcase product advantages and utilize big data for precise information flow [4] - Ziyan has successfully built a trust loop with consumers through transparent sourcing and production processes, as demonstrated in a 48-hour live-streaming event in collaboration with strategic partner Wens Food [4] - Collaborations with popular brands like Samyang have enhanced Ziyan's brand recognition and market competitiveness among young consumers [4] Group 4: Recognition and Future Outlook - Ziyan's comprehensive young-oriented strategy has been recognized in the market, earning accolades such as "2025 High-Quality Consumption Brand TOP 100" and "Top 10 Z Generation Innovative Brands" [5] - The company is committed to continuing its innovative approach to outline a more vibrant and imaginative development landscape for the braised food industry [5]

Core Viewpoint - The leisure food sector experienced a slight increase of 0.02% on December 26, with Wancheng Group leading the gains, while the overall market indices also showed positive movement [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3963.68, up by 0.1% [1]. - The Shenzhen Component Index closed at 13603.89, up by 0.54% [1]. - Key stocks in the leisure food sector showed varied performance, with Wancheng Group closing at 202.40, up by 1.64% [1]. Group 2: Stock Performance Summary - Wancheng Group (300972) led the sector with a closing price of 202.40 and a gain of 1.64% [1]. - Other notable performers included Ximai Food (002956) at 27.08, up by 1.27%, and Laiyifen (603777) at 14.39, also up by 1.27% [1]. - Stocks such as Good Idea (002582) and Guilin Faxiang (002820) saw slight declines of 0.28% and 0.32%, respectively [1]. Group 3: Capital Flow Analysis - The leisure food sector saw a net outflow of 55.17 million yuan from institutional investors, while retail investors contributed a net inflow of 48.18 million yuan [2]. - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors showed interest [2]. Group 4: Individual Stock Capital Flow - Laiyifen (603777) experienced a significant net outflow of 42.53 million yuan from institutional investors, indicating a bearish sentiment [3]. - Wancheng Group (300972) had a net inflow of 2.78 million yuan from retail investors, suggesting some level of support from individual investors [3]. - Ximai Food (002956) saw a net inflow of 3.03 million yuan from institutional investors, reflecting positive interest [3].

Company Response - On December 25, Ziyan Baiwei Chicken issued an apology statement regarding an incident where an employee was caught stealing meat, acknowledging that the employee's actions harmed consumer rights and violated company management policies [1] - The company has implemented four corrective measures: the involved store will be closed for rectification, the employee will be immediately dismissed, a nationwide warning will be issued to all stores, and the affected consumer will receive ten times the cash compensation along with a 1000 yuan no-threshold consumption card [1] Incident Details - On December 24, a video surfaced showing an employee at a Ziyan Baiwei Chicken store in Nantong, Jiangsu Province, stealing beef after weighing it for a customer, with claims that this was not an isolated incident [3] - The official customer service of Ziyan Baiwei Chicken stated they would verify and address the situation, while a staff member suggested that the employee might have taken the beef due to exceeding the customer's requested weight [6] Company Overview - Ziyan Food Group Co., Ltd., the parent company of Ziyan Baiwei Chicken, is a national chain specializing in cooked food, originating from Sichuan and currently headquartered in Shanghai [6] - As of June 2023, Ziyan Food had over 6100 Ziyan Baiwei Chicken stores, but recent data indicates that the number has decreased to fewer than 5200 stores as of December 25 [6] Financial Performance - In the third quarter, Ziyan Food reported revenue of 1.041 billion yuan, a year-on-year increase of 1.75%, but the net profit attributable to shareholders fell by 40.66% to 89.54 million yuan [7] - For the first three quarters, the company achieved revenue of 2.514 billion yuan, a year-on-year decline of 6.43%, with net profit down 44.37% to 194 million yuan [7] - The financial report indicated that profit fluctuations were primarily due to revenue decline and significant gross margin reduction [7] Sales Model - Ziyan Food operates mainly through a distribution-based chain model, complemented by a diversified marketing network that includes e-commerce, supermarket sales, and group purchasing [8] - The company grants distributors the right to sell its products under a franchise agreement, allowing them to establish and manage downstream franchise stores while adhering to the company's operational standards [8] Stock Performance - As of December 25, Ziyan Food's stock closed at 19.81 yuan per share, reflecting a year-to-date increase of 1.02% and a market capitalization of 8.2 billion yuan [9]

Group 1 - The core viewpoint emphasizes the importance of consumer trust and brand management in the face of public opinion crises, highlighting the need for effective response strategies from companies [2] - The article discusses the establishment of a quantitative scoring mechanism for evaluating corporate responses to public opinion events, which includes four primary indicators and 14 secondary indicators [2] - The scoring system aims to provide a comprehensive analysis of companies' response speed, attitude, and effectiveness, serving as a reference for brand management and consumer perception [2] Group 2 - The incident involving Ziyuan Baiwei Chicken, where an employee was caught stealing paid products, led to a public apology and immediate corrective actions, including the termination of the employee and compensation for affected consumers [3] - The company received a comprehensive score of 73 out of 100 for its response, indicating a relatively effective management of the crisis, although some flaws in communication were noted [3][6] - The response highlighted the need for improved transparency and clarity in communication to avoid further damage to the brand's image [6] Group 3 - The "Shanzha Shuxia" incident involved rumors of regional sales restrictions, which were fueled by consumer misunderstandings and led to public outcry regarding potential discrimination [7] - Despite clarifications from customer service, the brand failed to issue an official public response, allowing the situation to escalate and resulting in a low score of 34 out of 100 for its crisis management [8][9] - The lack of proactive communication from the brand contributed to the perception of regional bias and could lead to greater brand damage if not addressed [11]

Core Viewpoint - The company, Ziyan Food, has publicly apologized for the misconduct of an employee at one of its franchise stores, which involved stealing beef from a customer, highlighting the company's commitment to consumer rights and operational integrity [2]. Group 1: Company Response to Misconduct - Ziyan Food has taken immediate action by forming a special task force to investigate the incident and confirmed that the employee's actions were inappropriate and violated company policies [2]. - The company has implemented several measures, including the temporary closure of the affected store, immediate termination of the involved employee, and a nationwide alert to other stores [2]. - Compensation for the affected customer includes ten times the amount spent on that day and a 1,000 yuan brand gift card, along with a 10-day compensation campaign for other customers at the store [2]. Group 2: Business Performance and Market Position - As of June 2023, Ziyan Food had over 6,100 "Ziyan Baiwei Chicken" franchise stores, but recent data indicates that the number has dropped to fewer than 5,200 stores by December 25 [4]. - The competitive landscape in the marinated food sector has intensified, leading to a noticeable slowdown in overall industry growth, affecting even leading brands [5]. - In Q3, Ziyan Food reported revenue of 1.041 billion yuan, a year-on-year increase of 1.75%, but the net profit attributable to shareholders fell by 40.66% to 89.54 million yuan [5]. - For the first three quarters, the company achieved revenue of 2.514 billion yuan, a decline of 6.43%, with net profit down 44.37% to 194 million yuan, primarily due to decreased sales and significant drops in gross profit [5]. Group 3: Sales and Distribution Model - Ziyan Food primarily operates through a distribution-based franchise model, allowing distributors to sell the company's products under a unified brand image while maintaining independent financial accountability [6]. - Distributors are responsible for establishing and managing downstream franchise stores, ensuring compliance with the company's operational standards [6]. Group 4: Stock Performance - As of December 25, Ziyan Food's stock closed at 19.81 yuan per share, reflecting a year-to-date increase of 1.02%, with a market capitalization of 8.2 billion yuan [7].

据报道，12月24日，江苏启东一位市民在一家紫燕百味鸡门店购买牛肉时，发现店员在称重后，又偷 偷从盒子里拿出了一部分牛肉，动作隐蔽却显得尤为熟练。这名消费者称此前曾多次发现店员存在这种 行为，这次终于拍到现行。 声明指出，南通启东市凯旋路加盟门店店员在销售过程中有不当行为。公司对此高度重视，第一时间成 立专案小组，并连夜开展核查工作，确认具体情况，现经查实，确实有店员存在不当行为。该涉事店员 的行为严重失德，直接损害了消费者的正当权益，严重违反了公司的经营管理制度。 声明还表示，公司已迅速采取以下处理措施：涉事门店停业整顿、涉事店员立即开除、全国门店通报警 示。此外，公司将依据该消费者当日消费金额的十倍进行现金补偿，并赠送1000元的品牌无门槛消费卡 一张。同时，为向在南通启东市凯旋路加盟门店消费的其他消费者表达歉意，将开启为期10天的补偿回 馈。此外，公司将在全国门店加强销售环节的透明化服务培训，欢迎广大消费者的持续监督，相关意见 或建议经采纳或核实，公司也会给到不低于500元的品牌消费卡奖励。 12月25日，紫燕百味鸡官微发布致歉声明。 责任编辑：李思阳 据报道，12月24日，江苏启东一位市民在一家紫燕百 ...

Core Viewpoint - A store of Ziyan Baiwei Chicken in Qidong, Jiangsu, faced allegations of employee theft, leading to an official apology and immediate corrective actions by the company [1][3]. Group 1: Incident Details - An employee at the Qidong store was reported to have stolen beef that had already been ordered by a customer, prompting public attention [1]. - The company confirmed the misconduct and stated that it severely violated both consumer rights and the company's operational management policies [1]. Group 2: Company Response - The company has taken several immediate actions: the involved store is closed for rectification, the employee has been dismissed, and a nationwide alert has been issued to all stores [3]. - Compensation measures include a cash refund equivalent to ten times the customer's purchase amount and a gift of a 1,000 yuan brand consumption card [3]. - A 10-day compensation campaign will be launched for other customers who shopped at the Qidong store, and the company will enhance transparency training across all stores [3]. Group 3: Company Background - Ziyan Food Group Co., Ltd., the parent company of Ziyan Baiwei Chicken, is a national chain specializing in cooked food, originating from Sichuan and currently headquartered in Shanghai [4]. - As of June 2023, Ziyan Food operates over 6,100 Ziyan Baiwei Chicken stores [4]. - The company was listed on the Shanghai Stock Exchange on September 26, 2022, and has a current stock price of 19.81 yuan per share, with a market capitalization of 8.2 billion yuan [4][5].