千亿卤味赛道又"热闹"起来。近期，"卤味第一股"煌上煌（002695）在江西南昌开出全国首家"煌上煌热卤"店，店内卖起了热卤，并提供卤 粉、炒饭、凉菜和饮品。稍早些时候，ST绝味（603517）也在全国多家分店上线了新品"绝味热卤杯"，切入热卤赛道。同为卤味巨头的周黑 鸭更是直接打造新品牌来试水热卤，于今年6月推出子品牌"3斤拌.小锅鲜卤"，并陆续开出两家门店。 在"卤味三巨头"的相继入局下，热卤赛道迎来一波升温，有别于传统冷食卤制品，热卤产品的特色为现捞现拌、新鲜热食，主打"逛吃"或快 餐场景。业内人士认为，"卤味三巨头"入局热卤赛道本质上是面对传统冷卤业务增长乏力时的转型自救，通过布局热卤业务其能以较低成本 拓展消费场景，但也面临着运营过程中的种种挑战。 今冬热卤复苏 立冬节气刚过去不久，"卤味第一股"煌上煌在热卤赛道落下一子。 作为卤制品的细分品类之一，热卤产品指将食材现卤现煮、热食即售的卤味产品。且与传统冷食的卤制品不同，热卤采用现场加热和混拌的 方式，口感更为鲜嫩，更符合现代消费者对便捷和品质的双重需求。业界认为，热卤产品既可以作为小吃，又可以成为正餐，它的出现一定 程度上突破了卤制品的消费场景。不 ...

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。 一、使用暂时闲置募集资金进行现金管理的审议情况 绝味食品股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开第六 届董事会第二次会议和第五届监事会第二十三次会议，2025 年 5 月 9 日召开公 司 2024 年度股东会，审议通过了《关于使用部分暂时闲置募集资金进行现金管 理的议案》，同意公司全资子公司合计使用最高额度不超过人民币 7 亿元（含 7 亿元）的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性好的结构 化存款或稳健型短期理财产品，投资期限为自公司 2024 年度股东会审议通过之 日起 12 个月，在上述额度及期限内，可滚动使用。公司监事会和保荐机构对该 议案发表了同意意见。具体内容详见公司于 2025 年 4 月 10 日披露的《绝味食品 关于使用部分暂时闲置募集资金进行现金管理的公告》（公告编号：2025-030）。 二、使用暂时闲置募集资金进行现金管理到期赎回情况 2025 年 11 月 18 日，广东阿华食品有限责任公司与中信银行股份有限 ...

Core Insights - Juewei Foods has successfully transformed the consumption logic of the marinated food industry through year-round scene-based campaigns, elevating "Juewei Duck Neck" from a casual snack to a national meal, while establishing a new consumer mindset around "hot marinated dishes" [1] Group 1: Summer Night Snack Festival - The Juewei Night Snack Festival, running from June 25 to August 31, achieved over 689 million online exposures, setting a historical peak for the brand [3] - The festival's success was driven by the launch of limited-time products and signature secret recipe crayfish, which became a major sales driver [4] - The event generated significant social media buzz, with multiple trending topics on Weibo and Douyin, effectively linking Juewei's brand with local night market culture [4] Group 2: Winter Hot Marinated Cup - The launch of the "Hot Marinated Cup" on November 17 marked a strategic move to redefine winter consumption in the marinated food sector, challenging the traditional notion of a "winter off-season" [5] - The product saw phenomenal sales, with over 800,000 units sold on Douyin, and reports of stock shortages at physical stores, indicating strong consumer demand [5][8] - The marketing strategy included a "1 yuan upgrade" promotion, enhancing the value proposition and making it a convenient meal option for consumers [8] Group 3: Long-term Strategy and Innovation - Juewei's success is attributed to deep consumer insights, innovative product offerings, and a comprehensive marketing strategy that includes partnerships and localized operations [10] - The brand emphasizes freshness and quality, as highlighted in a documentary showcasing their strict preservation processes, which builds consumer trust [10] - Moving forward, Juewei aims to continue product innovation and expand its market presence, transitioning from a casual snack leader to a provider of all-day marinated food solutions [11]

一、监管下发正式处罚 绝味食品作为"鸭脖大王"备受消费者和投资者青睐，如今却因信息披露违法违规陷入困境。刚在9月， 公司就收到湖南证监局下发的《行政处罚决定书》。如今还需面临投资者索赔事宜。 上海沪紫律师事务所刘鹏律师提示目前维权征集正式开启，信符合于2018年4月16日-2024年8月15日 （含当日）期间买入，并在2024年8月16日之后卖出或仍持有而亏损的即可参与。（绝味食品维权入 口） 此次投资者索赔事宜也引起了市场广泛关注，众多受损投资者纷纷响应维权征集，期望通过合法途径挽 回自身损失，同时也希望以此促使上市公司更加规范运作，保障资本市场的健康稳定发展。 二、多年财报虚假记载 登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ （本文由上海沪紫律师事务所刘鹏律师供稿，不代表新浪财经的观点。刘鹏律师，专注证券维权19年， 自2006年执业以来，成功为中青宝、国华网安、劲嘉股份（维权）等 30 ...

Group 1 - The 2025 Hunan Top 100 Private Enterprises list was officially released, featuring companies such as SANY Group, BYD Auto, and Lens Technology [1] - The list was compiled based on a survey conducted by the Hunan Federation of Industry and Commerce, focusing on private enterprises with annual revenues exceeding 500 million yuan [1] Group 2 - The list includes a diverse range of industries, such as manufacturing, retail, and technology, highlighting the economic strength of Hunan's private sector [3][4][5] - Notable companies in the list include Hunan Five Rivers Holdings in the metal products industry and Hunan Yufeng New Energy Battery Materials in the electronics sector [3][4]

Group 1 - The pre-prepared food market is experiencing a paradox of consumer trust issues and capital enthusiasm, driven by urbanization and the demand for convenient dining [3][4]. - The "zero additives" concept is being phased out in favor of "clean label" standards, emphasizing ingredient transparency and natural prioritization [5][6]. - The energy drink industry is undergoing rapid transformation with ingredient innovation and scene segmentation, focusing on health trends and diverse flavors [7][8]. Group 2 - The nut import market in China is projected to reach $2.386 billion in 2024, with a significant increase in demand for high-end varieties like pistachios [10]. - The beverage market is facing a downturn, with sales declining due to the rise of on-demand drink services and aggressive pricing strategies [14][15]. - The convenience food industry in China is shifting towards value creation, with a market size expected to grow from 673.6 billion yuan in 2023 to 960.3 billion yuan by 2026 [18]. Group 3 - The dairy industry is seeing a shift from ambient milk to fresh milk, with companies like Bright Dairy exploring new growth areas in the pet food market [20]. - Wangwang is facing challenges in the milk market, prompting the company to diversify into AD calcium milk to regain market share [21]. - The plant-based food sector is experiencing a downturn, with companies focusing on technological innovation and localization to meet market demands [17]. Group 4 - JD.com is enhancing its pre-prepared food strategy, aiming to strengthen its supply chain and align with the growing demand for ready-to-eat meals [31]. - China Resources Beverage is entering the ready-to-drink coffee market, competing against established brands like Nestlé and Starbucks [32]. - Wanglaoji is diversifying into the functional beverage market by acquiring distribution rights for Red Bull in southern China, aiming for significant sales growth [33].

格隆汇12月11日丨ST绝味(603517.SH)在投资者互动平台表示，目前"绝味煲煲"仍处于模式探索与试点 运营阶段，公司将根据市场测试结果与内部评估审慎决定。 ...

格隆汇12月11日丨ST绝味(603517.SH)在投资者互动平台表示，目前"绝味煲煲"仍处于模式探索与试点 运营阶段，公司将根据市场测试结果与内部评估审慎决定。 ...

（记者 张明双） ST绝味（603517.SH）12月11日在投资者互动平台表示，"绝味煲煲"是公司在快餐领域的创新试点，目 前仍在探索阶段，后续将根据市场反馈稳步推进。公司将持续关注市场趋势，推动新业务健康发展，具 体信息请以官方公告为准。 每经AI快讯，有投资者在投资者互动平台提问：公司对绝味煲煲的发展有何规划，绝味煲煲和大米先 生这类快餐有何异同？ ...

Core Viewpoint - The article discusses the transformation of the Chinese snack food industry, particularly the trend of traditional snack brands, such as Huo Shang Huo and others, shifting towards a fast-food model to adapt to changing consumer preferences and market conditions [4][11]. Group 1: Industry Trends - Huo Shang Huo has opened a new hot marinated food store in Nanchang, which deviates from the traditional takeout model by offering a dine-in experience with tables and chairs [6][7]. - Major brands like Zhou Hei Ya and Jue Wei are expanding their product lines to include staple foods like rice and noodles, aiming to enter the highly competitive fast-food market [4][11]. - The overall growth of the marinated food sector is slowing, with a projected market size of 157.3 billion yuan in 2024, reflecting a decrease in growth rate from 4.8% in 2023 to 3.7% [13]. Group 2: Company Strategies - Huo Shang Huo's new hot marinated food store features a simplified product line with over 30 SKUs, compared to more than 50 in traditional stores, and offers value-driven meal combinations [7][8]. - The company has seen a decline in store numbers from 4,627 in 2020 to 2,898 in the first half of this year, with total revenue for the first three quarters of this year at 1.379 billion yuan, down 5.08% year-on-year [12]. - Other brands are also innovating; for instance, Jue Wei has launched a new store concept that includes a variety of food options and lower-priced items, while Zhou Hei Ya has introduced a sub-brand focusing on fast-casual dining [14][15].