A股食品、饮料等消费股震荡调整，欢乐家跌超10%，保龄宝、五芳斋、交大昂立、贝因美、科拓生物 等多股跌超5%。 ...

Core Viewpoint - The article highlights the challenges faced by Wufangzhai, particularly in terms of declining sales and increasing inventory, raising concerns about the company's operational strategies and market position [2][13][23]. Inventory and Sales Performance - Wufangzhai's production and sales volume of zongzi are projected to decline by 11.71% and 20.92% year-on-year for 2024, respectively [2]. - As of the end of Q1 2024, the company's inventory reached approximately 406 million yuan, nearly doubling from 217 million yuan at the end of 2023 [2][14]. - The company has faced criticism for gifting zongzi gift boxes to shareholders amid inventory issues, leading to speculation that this is a strategy to clear excess stock [2][14]. Financial Performance - Wufangzhai's revenue for 2024 is reported at 2.251 billion yuan, a year-on-year decrease of 14.57%, with net profit dropping by 14.24% to 142 million yuan [14]. - The zongzi product line saw a revenue decline of 18.64%, with sales volume decreasing by 11,400 tons, marking it as the worst-performing category [15][19]. Consumer Concerns and Quality Issues - Recent food safety incidents, including reports of moldy zongzi and foreign objects in products, have led to negative consumer feedback and damaged the brand's reputation [4][11][12][22]. - The company has attempted to address these issues by implementing stricter quality control measures, but the effectiveness of these measures remains uncertain [6][8][10]. Strategic Shifts and Market Position - Wufangzhai has been trying to diversify its product offerings beyond zongzi, including mooncakes and baked goods, but these efforts have not yet yielded significant results [17][20]. - The company aims to become a leading brand in the food and beverage sector in the Yangtze River Delta, but its non-zongzi revenue remains minimal compared to its core product line [20][22]. Consumer Trends and Market Challenges - The traditional zongzi recipe, characterized by high oil, sugar, and calories, is increasingly at odds with current consumer preferences for healthier options [22]. - The competitive landscape for zongzi has intensified, with numerous brands innovating in flavors and presentation, while Wufangzhai's offerings remain relatively conservative [23].

文 | 《BUG》栏目组 刘丽丽 端午节临近，五芳斋宣布向股东赠送粽子礼盒产品，并向股东征集对公司发展和公司产品的意见或建 议。 但结合其年报会发现，2024年五芳斋粽子产品生产量和销售量，分别同比下降11.71%和20.92%。到今 年一季度末，五芳斋存货约4.06亿元，比2024年底的2.17亿元增加几乎一倍。 "粽子滞销了那么多，此时要给股东送礼盒？"网友们在社交媒体上质疑，此举是在变相清库存。 对于库存问题，五芳斋投关部门人士表示，一般都是每年端午节前2~3个月开始备货，所以在一季报里 会有体现，"今年端午节较往年提前，如果在6月底，那么存货情况可能在一季报中体现得较少。" 值得注意的是，五芳斋董事长厉建平的年薪也有"缩水"。2023年，其获得的税前报酬总额为170.48万 元，2024年则降至138.84万元，降幅达到18.5%。 正值旺季，食安问题频出 5月初，来伊份的粽子中被消费者曝出混入"带血创可贴"，其代工厂五芳斋便陷入舆论危机。五芳斋很 快公开发布情况说明，称公司规定手部受伤员工不得参与裹粽等与食品直接接触的环节，其他非直接接 触食品的车间员工如需使用创可贴，则由专人发放和回收含金属材质的 ...

1月17日，浙江祥源文旅股份有限公司发布的公告显示，为建立长效、多样的股东回报机制，感谢广大股东长期以来对公 司的关心和支持，同时让股东更好地了解公司和体验公司产品，公司在活动期间准备了"股东专享"礼券，符合条件的股东领取 权益后可享受"祥源茶"部分商品采购优惠。 本报记者 冯思婕 5月28日晚间，浙江五芳斋实业股份有限公司（以下简称"五芳斋"）发布了2024年年度权益分派实施公告。公告显示，公 司2024年年度权益分派方案为A股每股现金红利0.5元（含税），股权登记日为2025年6月5日，除权（息）日为2025年6月6日。 本次公司拟派发现金红利9675.72万元。 前一日，五芳斋还推出了"送粽子"的股东福利。公司在公告中提到，为传承和弘扬中华传统文化，也便于股东更好地了解 公司和产品，提高产品的认知度和影响力，同时使产品精益求精，更好地服务消费者，公司决定向股东赠送粽子礼盒产品，并 向股东征集对公司发展和公司产品的意见或建议。 从具体方案来看，截至4月28日收盘当天在中国证券登记结算有限责任公司上海分公司登记在册的持有五芳斋股份1000股 （含）以上的股东，每位股东可以申领公司赠送的"丰年五芳"粽子礼盒一 ...

上海市锦天城律师事务所 关于浙江五芳斋实业股份有限公司 差异化分红事项的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于浙江五芳斋实业股份有限公司 差异化分红事项的 法律意见书 致：浙江五芳斋实业股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受浙江五芳斋实业股份有 限公司（以下简称"公司"、"五芳斋"）委托，根据《中华人民共和国公司法》 （以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券 法》"）、《上市公司股份回购规则》（以下简称"《回购规则》"）、《上海 证券交易所上市公司自律监管指引第 7 号——回购股份》（以下简称"《回购股 份指引》"）以及《浙江五芳斋实业股份有限公司章程》（以下简称"《公司章 程》"）等有关规定，就公司 2024 年度利润分配所涉及的差异化分红（以下简 称"本次差异化分红"）相关事宜出具本法律意见书。 四、 本法律意见书仅供公司本次差异化分红之目的使用，不得用作任何其 ...

证券代码：603237 证券简称：五芳斋 公告编号：2025-040 浙江五芳斋实业股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.5元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/5 | － | 2025/6/6 | 2025/6/6 | 差异化分红送转：是 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 8 日的2024年年度股东大会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 公司回购专用账户中的股份及拟回购注销的限制性股份不参与本次权益分派。 3. 差异化分红方案： （1）本次差异化分红方案 根据公司 2024 年年度股东 ...

端午节即将到来，股东有口福，粽子龙头企业——浙江五芳斋实业股份有限公司（603237.SH，下 称"五芳斋"）表示，将向股东赠送粽子。 五芳斋4月28日的收盘价格为20.25元，这意味着持有1000股，大概需要2万元的成本，才能吃到五 芳斋赠送的粽子礼盒。 5月28日上午，经济观察报记者致电五芳斋投资者热线，询问："五芳斋1000股以上的股东有多少 户？" 工作人员回复："这个数据我们还在统计，不太方便透露。" 五芳斋送出的粽子产品为经典款的"丰年五芳"包装，京东上五芳斋的自营店售价为159.60元，20个 粽子，4斤装，5种口味。 假设五芳斋持有1000股以上的股东数量有1万户，那么五芳斋这个向股东免费送粽子的成本也就不 到200万元，与一个大型营销活动费用相当。 根据公告，能够免费品尝五芳斋粽子的股东有一个门槛：截至 4月28日15点登记在册，持股1000股（含）以上的股东，才 有资格免费领取。 作者：张晓晖 封图：五芳斋京东自营店 2025年5月27日晚间，五芳斋发布公告称，时值端午，五芳斋为传承和弘扬中华传统文化，也便于 股东更好地了解公司和产品，提高产品的认知度和影响力，同时使产品精益求精，更好地服 ...

Focus Events - Vanke founder Wang Shi is attempting to establish smooth communication with the decision-making team to ensure a stable transition and protect the interests of investors, partners, and employees [1] - Muyuan Foods has submitted a listing application to the Hong Kong Stock Exchange, with plans to use the raised funds for global expansion, supply chain development, strategic initiatives, and R&D investments [3] - Henan Jiachen Intelligent Control Co., Ltd. has completed its listing guidance and is in the acceptance phase, aiming to publicly issue shares on the Beijing Stock Exchange [5] Industry Dynamics - The Ministry of Industry and Information Technology, the National Development and Reform Commission, and the National Data Bureau have issued a plan to accelerate the digital transformation of the electronic information manufacturing industry, focusing on advanced computing, 5G-A, and AI applications [7] - The State-owned Assets Supervision and Administration Commission emphasizes strengthening the machine tool industry and accelerating digital transformation through AI technology [9][10] Company Focus - China Chengtong is focusing on special bond investments, the establishment of a science and technology innovation fund, and increasing loan investments to support state-owned enterprise upgrades and strategic emerging industries [11] - Zhongchao Holdings has seen its stock price rise significantly, with a 46.53% increase over four consecutive trading days, while the actual controller has sold 3.49 million shares [12] - Changan Automobile plans to invest over 200 billion yuan in new energy and intelligent vehicles, with expectations to produce humanoid robots by 2028 [12] - Xiaomi Group reported a record high revenue of 111.3 billion yuan for Q1 2025, a 47.4% year-on-year increase, with adjusted net profit reaching 10.7 billion yuan, up 64.5% [13] - Pinduoduo's Q1 2025 revenue was 95.67 billion yuan, a 10% increase year-on-year, but adjusted net profit fell by 45% [14] - Guotai Haitong plans to increase capital by 1.5 billion yuan to Guotai Junan Futures for net capital supplementation [15] - ZTO Express has terminated the restructuring plan for its subsidiary due to a lack of consensus on transaction terms and changes in market conditions [18]

Core Viewpoint - Five Fang Zhai, a traditional Chinese brand, is giving away rice dumpling gift boxes to eligible shareholders while soliciting their opinions on company development and products, coinciding with a critical period of performance recovery [2][4]. Group 1: Shareholder Engagement - The company announced a gift of "Fengnian Wufang" rice dumpling gift boxes to shareholders holding at least 1,000 shares as of April 28, 2025, with a claim period from May 28 to June 8, 2025 [4]. - Shareholders are encouraged to provide feedback on the company's products and development during this engagement initiative [4]. Group 2: Financial Performance - For the fiscal year 2024, the company reported revenue of 2.251 billion yuan, a year-on-year decline of 14.57%, and a net profit of 142 million yuan, down 14.24% [4]. - Despite a 5.25 percentage point increase in gross margin for core rice dumpling products, revenue from this segment decreased by 18.64% [4]. - In Q1 2025, the company experienced a revenue increase of 17.24% to 243 million yuan, and a net profit increase of 35.16%, although it still reported a net loss of 45 million yuan [4]. Group 3: Recent Controversies - The company faced a public relations issue regarding a "foreign object" found in a rice dumpling product, leading to a swift response and investigation by the company [5]. - The company has a long history, founded in 1921, and is known for its rice-based food products, including rice dumplings, mooncakes, and other traditional snacks [5]. Group 4: Market Performance - As of May 27, 2023, the company's stock closed at 20.91 yuan per share, reflecting a slight decline of 0.38% for the day [6].

Group 1 - The company, Zhejiang Wufangzhai Industrial Co., Ltd., is conducting a shareholder appreciation event by gifting rice dumpling gift boxes to shareholders to promote traditional Chinese culture and enhance product awareness [1][2] - The event is open to shareholders registered by April 28, 2025, and does not require board or shareholder meeting approval [1][2] - Shareholders can confirm their identity and provide delivery information through the company's official website or WeChat [2] Group 2 - Natural shareholders can participate starting May 28, 2025, by scanning a QR code, while non-natural shareholders must verify their identity via email [2] - The company will verify that participants hold at least 1,000 shares as of the registration date before delivering the gift boxes [2] - Shareholders are encouraged to provide feedback on the company's development and products through the designated investor email [2]