Core Viewpoint - The incident involving a consumer finding a suspected "bloody band-aid" in a product from Laiyifen has raised significant concerns, leading to an investigation into the processing company Wufangzhai [2][6][8]. Group 1: Company Response - Wufangzhai has established a special task force to investigate the production process and is cooperating with Laiyifen and relevant authorities for a thorough inspection [2][6]. - The company has strict quality control measures in place, including designated quality inspectors for each production step and specific protocols for employees with hand injuries [5][6]. - Wufangzhai has committed to addressing consumer feedback and will take serious action against any identified issues, holding responsible parties accountable [6][8]. Group 2: Product and Market Impact - Laiyifen has removed all batches of the affected product, the honey date rice dumpling, from its stores and is offering refunds and additional compensation to consumers [8][9]. - Wufangzhai, as the main supplier of the dumplings, has seen a decline in sales, with a reported 18.64% drop in revenue to 1.579 billion yuan and a 20.92% decrease in volume to 43,000 tons last year [9]. - The overall performance of Wufangzhai has been negatively impacted by factors such as raw material price fluctuations, reduced consumer demand, and increased competition [9].

五芳斋表示，作为百年老字号，保障食品安全是企业发展的生命线。公司会继续严格落实食品安全各项 规定，为消费者提供健康、安全的食品。同时秉承实事求是的原则，持续跟进消费者反映的情况，及时 妥善予以处理并解决，如存在问题，公司将严肃处理并追究相关人员责任。 据了解，此前，有媒体报道称，江苏消费者连发两条视频投诉在来伊份的粽子中吃出疑似带血创可贴的 异物。该消费者发布的视频显示，涉事产品为来伊份蜜枣粽。涉事产品外包装显示，该产品受委托单位 为浙江五芳斋实业股份有限公司。 对此，昨日上海来伊份股份有限公司发布公告称，公司已启动全链路调查程序，积极与相关消费者沟 通，已全面下架本批次蜜枣粽产品，消费者可选择就近门店进行退换货，并可得到相同金额的额外补 偿。 北京商报讯（记者 张天元）5月13日，北京商报记者了解到，浙江五芳斋实业股份有限公司（以下简 称"五芳斋"）发布情况说明。其中显示，公司关注到合作品牌方"蜜枣粽"产品的网络舆情，第一时间成 立专项工作小组，对生产流程进行深入排查，协同合作品牌方对相关问题进行全面核查，主动配合相关 部门现场检查。 根据公司相关管理规定，粽子生产过程中的每道工序均设有质检员，并由专人对车 ...

Core Points - A consumer in Jiangsu reported finding a suspected blood-stained band-aid in a rice dumpling from Laiyifen, raising food safety concerns and causing the topic to trend on Weibo [2] - Laiyifen's honey date dumplings are reportedly produced by Zhejiang Wufangzhai Industrial Co., Ltd., which has acknowledged the situation and is currently verifying the claims [2] - Wufangzhai, known as the "first stock of rice dumplings," has its dumpling-making skills listed as a national intangible cultural heritage since 2011 [2] - Following the incident, Wufangzhai's stock price fell by 1.54% to 21.04 yuan per share on May 12, with multiple A-share rice dumpling concept stocks also declining [2] - Laiyifen announced the complete recall of the affected batch of honey date dumplings and emphasized the importance of product quality and consumer experience [2] - As of May 12, Laiyifen's Tmall flagship store showed zero sales for rice dumpling products, indicating a significant impact on consumer trust [2] Company Overview - Laiyifen was founded in Shanghai in 1999 and went public on the Shanghai Stock Exchange in 2016, primarily focusing on snack foods and is referred to as the "first stock of snacks" [3] - The company operates over 3,600 stores across more than 100 major cities in China and offers nearly a thousand snack products under various brands [3]

Group 1 - The core issue revolves around a food safety incident involving Laiyifen, where a consumer reported finding a suspected blood-stained band-aid in a zongzi product [1][2] - Laiyifen has taken immediate action by recalling the affected batch of honey date zongzi and offering consumers the option for refunds or exchanges, along with additional compensation [3][5] - The incident has raised public concerns about food safety, particularly regarding seasonal food products, and has led to the product being removed from both online and offline sales channels [2][3] Group 2 - Laiyifen has established a special task force to investigate the claims made by consumers, although they have not yet obtained the physical evidence for further analysis [7] - The company has faced scrutiny over its quality control practices, especially given its reliance on contract manufacturing, which has previously led to numerous complaints about food quality [9] - The incident poses a significant challenge for both Laiyifen and its contract manufacturer, Wufangzhai, in rebuilding consumer trust following the food safety concerns [9]

Core Viewpoint - A consumer complaint regarding a "bloodied band-aid" found in a rice dumpling from Laiyifen has raised significant market attention, prompting the company to initiate an investigation and take corrective actions [3][4]. Company Response - Laiyifen has established a special team to investigate the incident and has committed to covering all medical expenses for consumers affected by the foreign object found in the rice dumpling [2]. - The company has removed the affected batch of rice dumplings (produced on April 2, 2025) from shelves and is offering consumers the option to return or exchange the product, along with additional compensation [2]. Production and Quality Control - Laiyifen emphasized that each step in the production process has dedicated inspection personnel, and strict management protocols are in place regarding employees using band-aids [4]. - The company clarified that the rice dumpling in question was produced by Wufangzhai, a reputable partner, and that their quality control team is actively investigating the production process [4][5]. Investigation Findings - Wufangzhai's response indicated that the likelihood of a band-aid being included in the product is very low, and they are awaiting physical samples for further analysis [5]. - The band-aid shown in the consumer's video was described as being in a folded state, which raises questions about how it could have entered the product [5]. Industry Context - Wufangzhai, known as the "first stock of rice dumplings" in the A-share market, reported a revenue of approximately 2.251 billion yuan in 2024, a year-on-year decline of 14.57%, with rice dumpling sales dropping by 20.9% [9]. - The production and sales figures for rice dumplings showed a decrease in production by 11.71% and sales by 20.92% compared to the previous year [10].

12日凌晨，来伊份也在抖音平台发布情况说明称，粽子加工过程中"每道工序均设有专岗、专职检验人员"，"如发现伤 口明确规定不得参与裹粽等与食品直接接触的相关环节，其余非直接接触环节如需要会有专岗人员发放工厂专用的蓝 色金属材质创可贴同时佩戴专用一次性蓝色食品级手套作业"。 5月10日，江苏宿迁的苏女士发布视频投诉称，在来伊份的蜜枣粽里发现疑似带血创可贴的异物，要求来伊份官方给出 明确回应。 （文/霍东阳 编辑/张广凯） 5月12日早，来伊份针对"粽子中吃出疑似带血创可贴"事件发布回应公告称，公司已成立专项小组展开调查并全面下架 本批次蜜枣粽产品（2025年04月02日），消费者可选择就近门店进行退换货，并可得到相同金额的额外补偿。 "零食第一股"来伊份则在近年来多次陷入食安争议，在黑猫投诉平台上，来伊份的相关投诉超千条，投诉包含食安问 题、售后服务等。 近三年，公司业绩呈现持续下滑趋势，业内普遍认为鸣鸣很忙、好想来等零食贩售店对来伊份等零食品牌影响颇深。 2024年，来伊份收入同比减少15.25%至33.70亿元，并且由盈转亏，净亏损为7526.76万元，同比下降了231.94%。 苏女士视频截图 来伊份表示将 ...

来伊份涉事粽子被指由五芳斋代工，5月12日，五芳斋相关负责人告诉南都湾财社记者，企业已经关注到相关 情况，正在核实中。 负责代工的五芳斋旗下公司位于浙江嘉兴。5月12日，嘉兴市市场监督管理局相关负责人告诉南都湾财社记 者，市监局已经关注到此事，会持续跟进，有相关的消息会及时发布。 南都湾财社此前曾报道，5月10日，有江苏的消费者连发两条视频投诉在来伊份蜜枣粽中吃出疑似带血创可贴 的异物。5月10日晚，来伊份相关负责人回应南都湾财社记者称，企业已第一时间启动全链路调查程序。同日 晚，记者搜索发现，来伊份旗舰店已下架所有粽子产品。 5月12日，来伊份（603777.SH）在官网和上交所发布声明称，公司对此高度重视，立即成立专项小组展开调 查。来伊份指出，称工厂明确规定若员工有伤口不得参与裹粽等与食品直接接触的相关环节，非直接接触环节 则使用工厂专用的蓝色金属材质创可贴。公司工作人员看到消费者投诉的涉事产品、但还没拿到实物，会在取 得实物后，将进一步分析判断，并查明原因，如确为生产过程控制问题，将再追究相关责任人责任，不断提升 食品安全管理水平。 同时，来伊份表示，其已对相关批次（2025年04月02日）蜜枣粽产品 ...

丨证券研究报告丨 公司研究丨点评报告丨五芳斋（603237.SH） [Table_Title] 五芳斋 2025年一季报点评：收入增长利润减亏， 关注端午旺季催化 报告要点 [Table_Summary] 公司 2025Q1 营业总收入 2.43 亿元（同比+17.24%，下文皆为同比）；归母净利润-4523.49 万 元（同比减亏），扣非净利润-4873.65 万元（同比减亏）。 分析师及联系人 [Table_Author] 董思远 范晨昊 SAC：S0490517070016 SAC：S0490519100003 SFC：BQK487 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 五芳斋（603237.SH） cjzqdt11111 [Table_Title 五芳斋 2022] 5 年一季报点评：收入增长利润减 亏，关注端午旺季催化 [Table_Summary2] 事件描述 公司 2025Q1 营业总收入 2.43 亿元（同比+17.24%，下文皆为同比）；归母净利润-4523.49 万 元（同比减亏），扣非净利润-4873.65 万元（同比减亏）。 事 ...

证券代码：603237 证券简称：五芳斋 公告编号：2025-037 浙江五芳斋实业股份有限公司 2024年年度股东大会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 5 月 8 日 (二)股东大会召开的地点：浙江省嘉兴市秀洲区新城街道木桥港路 677 号兴耀商 务广场（五芳斋总部大楼）1 幢 323 室 (三)出席会议的普通股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 317 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 124,090,940 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 63.7468 | | 份总数的比例（%） | | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会召集，董事长厉建平先生主持，采用现场投票和 网络投票相结合的方式进行表决。本次会议的召开、召 ...

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 2024 年年度股东大会的 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 2024 年年度股东大会的 法律意见书 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 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"）委托，就公司召开 2024 年年度股东大会（以下简 称"本次股东大会"）的有关事宜，根据《中华人民共和国公司法》（以下简称 《公司法》）《上市公司股东大会规则》等法律、法规、规章和其他规范性文件以 及《浙江五芳斋实业股份有限公司章程》（以下简称《公司章程》）的有关规定， 出具本法律意见书。 本所律师对本次股东大会所涉及的相关事项进行了必要的核查和验证，核查 了本所认为出具该法律意见书所需的相关文件、资料。本所保证本法律意见书所 认定的事实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记 载、误导性陈 ...