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食品加工板块10月10日涨0.81%,光明肉业领涨,主力资金净流出426.1万元
证券之星消息,10月10日食品加工板块较上一交易日上涨0.81%,光明肉业领涨。当日上证指数报收于 3897.03,下跌0.94%。深证成指报收于13355.42,下跌2.7%。食品加工板块个股涨跌见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600073 | 光明肉业 | 4339.79万 | 11.14% | -1287.48万 | -3.31% | -3052.31万 | -7.84% | | 603345 | 安井食品 | 1280.50万 | 4.66% | -86.22万 | -0.31% | -1194.28万 | -4.35% | | 300146 | 汤臣倍健 | 1225.91万 | 4.94% | 288.98万 | 1.16% | -1514.89万 | -6.11% | | 002726 龙大美食 | | 967.55万 | 7.14% | -2015.02万 | -14.88 ...
惠发食品“河州味道”惊艳亮相2025马来西亚MIHAS展会
此次参展不仅是产品展示,更是一次深度的国际市场探路之旅。通过面对面交流,团队深入了解了东南亚市场的消费偏好、贸易政策与行业趋势,清晰验证 了品牌出海的可行性与发展路径。据悉,该公司将系统推进供应链国际化、产品本地化与品牌跨文化传播,稳步推进全球化战略布局。 以本次展会为起点,山东惠发食品股份有限公司将持续强化与国际市场的链接,与志同道合的伙伴共同推动中国食品走向更广阔的世界舞台。 近日,2025马来西亚MIHAS展会于吉隆坡圆满闭幕。山东惠发食品股份有限公司合资公司惠发(临夏州)食品供应链科技有限公司"河州味道"品牌首次亮 相这一食品盛会,以独具特色的品牌文化与战略布局,在国际舞台上成功展现了中国食品品牌的创新活力与市场潜力。 本次参展,该公司以"让世界爱上河州味道"为主题,依托MIHAS这一全球性贸易平台,积极开展了市场洞察、客户对接与合作伙伴拓展等关键活动。该公 司展位共计接待了来自东南亚、中东、欧洲等多地区的400余人次专业观众与行业买家到场交流,并与其中18家高质量潜在客户——包括多家国际分销商、 连锁餐饮及供应链伙伴达成初步合作意向,为品牌后续出海奠定了重要渠道基础。 ...
惠发食品(603536) - 惠发食品关于控股股东部分股份解除质押并继续质押的公告
2025-09-25 09:00
证券代码:603536 证券简称:惠发食品 公告编号:临 2025-032 山东惠发食品股份有限公司 关于控股股东部分股份解除质押并继续质押的公告 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。 ●山东惠发食品股份有限公司(以下简称"公司"或"本公司")控股股东山东惠 发投资有限公司(以下简称"惠发投资")持有本公司股份 69,507,573 股,占公司总股 本的 28.41%。本次股份解除质押并继续质押后,惠发投资累计质押公司股份数量为 35,000,000 股,占其持股数量的 50.35%,占公司总股本的 14.31%。 3、股东累计质押股份情况 截至本公告披露日,控股股东惠发投资及其一致行动人惠增玉、惠希平累计质押股 ●惠发投资及其一致行动人惠增玉、惠希平合计持有公司股份 136,687,507 股,占 公司总股本的 55.87%。本次股份解除质押并继续质押后,惠发投资及其一致行动人累 计质押公司股份数量为 35,000,000 股,占其合计持股数量的 25.61%,占公司总股本的 14.31%。 一、本次股份解除质押情 ...
惠发食品:本次股份解除质押并继续质押后,惠发投资累计质押公司股份数量为3500万股
Mei Ri Jing Ji Xin Wen· 2025-09-25 08:56
Group 1 - The controlling shareholder of Huifa Food, Shandong Huifa Investment Co., Ltd., holds approximately 69.51 million shares, accounting for 28.41% of the total share capital [1] - After the release and subsequent pledge of shares, Huifa Investment has a total of 35 million shares pledged, which represents 50.35% of its holdings and 14.31% of the company's total share capital [1] - Huifa Investment and its concerted parties, Huizengyu and Huixiping, collectively hold about 137 million shares, making up 55.87% of the total share capital [1]
36氪精选:罗永浩大战贾国龙,预制菜闷声发大财
日经中文网· 2025-09-20 00:33
Core Viewpoint - The recent surge in stock prices of pre-prepared food companies in A-shares is attributed to the upcoming national food safety standards for pre-prepared dishes, which will provide a unified identity and safety baseline for the industry [12][13]. Industry Overview - The pre-prepared food industry in China has a history dating back to the 1990s, with significant developments occurring between 2000 and 2005 when many current leading companies were established [13]. - Regulatory frameworks for pre-prepared foods have only begun to take shape in recent years, with standards being introduced by various governmental bodies [13][14]. Market Dynamics - The stock prices of companies such as Deli Foods, Longda Food, and Huifa Foods have seen increases of over 5%, with Deli Foods hitting a 10.10% rise [7][11]. - The rise in stock prices is linked to the public's renewed interest in the pre-prepared food debate, sparked by recent comments from industry figures [12]. Consumer Perception - There is a disconnect between the regulatory definition of pre-prepared foods and consumer understanding, leading to concerns about food safety and transparency [14]. - Consumers express frustration over the lack of knowledge regarding the preparation of their meals, reflecting a deeper societal issue of time constraints and the desire for authentic dining experiences [14][17]. Operational Trends - The adoption of pre-prepared foods is becoming widespread among restaurants, as they are more cost-effective than hiring chefs and allow for a diverse menu without extensive culinary skills [16]. - The rise of central kitchens and cold chain logistics post-2008 has facilitated the expansion of pre-prepared foods, standardizing offerings across various dining establishments [16].
惠发食品跌2.02%,成交额4728.27万元,主力资金净流出104.38万元
Xin Lang Cai Jing· 2025-09-19 02:27
Core Viewpoint - Huhua Food's stock price has experienced a decline of 12.76% year-to-date, with a recent drop of 2.02% on September 19, 2023, indicating potential challenges in the market [1][2]. Company Overview - Huhua Food, established on February 2, 2005, and listed on June 13, 2017, is located in Zhucheng, Shandong Province. The company specializes in the research, production, and sales of frozen food products, including prepared dishes, meatballs, sausages, fried products, and skewers [2]. - The company's revenue composition includes: Supply Chain 34.76%, Meatballs 20.18%, Fried Products 15.20%, Chinese Dishes 9.46%, Sausages 8.43%, Skewers 6.26%, Other 3.27%, Materials and Others 1.77%, and Catering 0.66% [2]. Financial Performance - As of June 30, 2023, Huhua Food reported a total of 25,700 shareholders, a decrease of 0.61% from the previous period, with an average of 9,346 circulating shares per shareholder, an increase of 0.61% [3]. - For the first half of 2023, the company achieved a revenue of 735 million yuan, a year-on-year decrease of 17.75%, and a net profit attributable to shareholders of -29.99 million yuan, a decline of 82.54% year-on-year [3]. Stock Market Activity - Huhua Food's stock has seen a trading volume of 47.28 million yuan with a turnover rate of 1.91% as of September 19, 2023. The stock price was reported at 10.19 yuan per share [1]. - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent occurrence on March 5, 2023, where it recorded a net purchase of 2.65 million yuan [2].
再度被关注的预制菜,市场空间有多大
Di Yi Cai Jing· 2025-09-18 03:04
Core Viewpoint - The reliance of the restaurant industry on pre-prepared dishes is decreasing, as evidenced by the shift towards fresher, made-to-order food options among leading restaurant chains like Jiumaojiu Group's Taier Sour Fish [1] Group 1: Market Trends - The pre-prepared dish concept sector saw initial strength, with stocks like Delisi and Huifa Foods hitting the limit up, but later experienced a decline of 1.51% on September 17 [2] - Analysts suggest that the long-term trend for pre-prepared dishes remains positive due to increasing restaurant chain standardization, rising labor costs, and faster consumer lifestyles, indicating growth potential in both B2B and B2C markets [2][3] - The demand for pre-prepared products such as cleaned vegetables and processed seafood is rising among chain restaurants, driven by considerations of cost, supply chain stability, and safety [2][3] Group 2: Industry Dynamics - The increasing chain restaurant ratio, currently around 30%, is expected to drive growth in pre-prepared dishes, creating a mutually beneficial cycle between industry concentration and supply chain strength [3] - Unlike the cooling B2C market, B2B sectors like cleaned vegetables and seafood processing continue to expand their market share [4] - The pre-prepared dish industry is still in its early to mid-development stage, with a fragmented competitive landscape and a focus on B2B efficiency and standardization [4] Group 3: Investment Landscape - Several provinces have previously launched supportive policies for the pre-prepared dish industry, focusing on local agricultural products, but many face challenges in attracting investment [6] - Investment in the pre-prepared dish sector has seen a decline since 2022, with a notable drop in financing activity in 2023 and 2024 [7]
惠发食品跌2.04%,成交额6097.37万元,主力资金净流出194.73万元
Xin Lang Cai Jing· 2025-09-18 02:19
Group 1 - The core viewpoint of the news is that Huifa Food has experienced a decline in stock price and financial performance, with significant net outflows of capital and a decrease in revenue and profit [1][2]. - As of September 18, Huifa Food's stock price was 10.59 yuan per share, with a market capitalization of 2.591 billion yuan, and a year-to-date stock price decline of 9.33% [1]. - The company has seen a net capital outflow of 194.73 thousand yuan, with large orders showing a buy-sell imbalance [1]. Group 2 - Huifa Food, established on February 2, 2005, specializes in the research, production, and sales of frozen food products, including various types of pre-prepared dishes [2]. - The company's revenue composition includes 34.76% from supply chain, 20.18% from ball products, and 15.20% from fried products, among others [2]. - For the first half of 2025, Huifa Food reported a revenue of 735 million yuan, a year-on-year decrease of 17.75%, and a net profit loss of 29.9936 million yuan, down 82.54% year-on-year [2]. Group 3 - Since its A-share listing, Huifa Food has distributed a total of 73.8826 million yuan in dividends, with 4.8928 million yuan distributed in the last three years [3].
山东惠发食品股份有限公司2025年第一次临时股东大会决议公告
证券代码:603536 证券简称:惠发食品 公告编号:2025-031 山东惠发食品股份有限公司 2025年第一次临时股东大会决议公告 ■ (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,会议由董事长惠增玉先生主持,并采取现场投票和网络投票相结合的 方式召开及表决,本次股东大会的召开及表决方式符合《公司法》、《上海证券交易所上市公司股东大 会网络投票实施细则》及《公司章程》的规定,会议召开合法有效。 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9月17日 (二)股东大会召开的地点:山东省诸城市舜德路159号公司办公楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况: (五)公司董事、监事和董事会秘书的出席情况 二、议案审议情况 (一)非累积投票议案 1.00、议案名称:《关于取消监事会、修订〈公司章程〉及部分制度的议案》 1.01、议案名 ...
惠发食品(603536) - 惠发食品2025年第一次临时股东大会决议公告
2025-09-17 09:00
证券代码:603536 证券简称:惠发食品 公告编号:2025-031 山东惠发食品股份有限公司 2025年第一次临时股东大会决议公告 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 (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。 (一)股东大会召开的时间:2025 年 9 月 17 日 (二)股东大会召开的地点:山东省诸城市舜德路 159 号公司办公楼会议室 (三)出席会议的普通股股东和恢复表决权的优先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 | 318 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数(股) | 122,652,868 | | 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 | | | 份总数的比例(%) | 50.1355 | 本次股东大会由公司董事会召集,会议由董事长惠增玉先生主持,并采取现 场投票和网络投票相结合的方式召开及表决,本次股东大会的召开及表决方式 ...