证券代码：603697 证券简称：有友食品 公告编号：2025-040 有友食品股份有限公司 实际控制人减持股份计划公告 本公司董事会、全体董事及相关股东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： 实际控制人持股的基本情况 截至本公告日，有友食品股份有限公司（以下简称"公司"）实际控制人赵 英女士持有公司股份 55,401,734 股，占公司总股本的 12.95%。 上述股份均为公司 IPO 前取得的股份（39,572,667 股）及公司上市后以资 本公积转增股本方式取得的股份（15,829,067 股），截至本公告披露日， 55,401,734 股均为无限售条件流通股。 减持计划的主要内容 赵英女士计划自公司发布本次减持计划公告之日起 15 个交易日后的三个月 内（2025年7月15日至2025年10月12日），减持股份数量合计不超过12,830,761 股，即不超过公司总股本的 3%，其中，以集中竞价方式减持公司股份不超过 4,276,920 股，不超过公司股份总数的 1%，以大宗交易方式减持公司股份不超过 8,553,84 ...

Core Viewpoint - The actual controller of Youyou Food (603697), Zhao Ying, plans to reduce his holdings by up to 12.83 million shares, representing 3% of the company's total share capital, within three months after 15 trading days from the announcement date [1] Summary by Relevant Sections - **Shareholding Details** - Zhao Ying currently holds 55.40 million shares, which accounts for 12.95% of the company's total share capital, all of which are tradable shares [1] - **Reason for Reduction** - The reduction is based on personal funding needs and is not expected to have a significant impact on the company's governance structure, equity structure, or ongoing operations [1]

Overview - The demand for spicy chicken feet (泡椒凤爪) is increasing due to rising national income levels, with a projected demand of 337,900 tons and a market size of 23.45 billion yuan in 2024, averaging 69.40 yuan per kilogram [1][10] - The Z generation is becoming the main consumer group, showing strong demand for snacks and emphasizing taste, packaging, and consumption experience [1][10] Market Policy - Recent policies have imposed stricter requirements on the production process, hygiene standards, and additive usage for spicy chicken feet, including guidelines for traditional food production and food safety management [3][5] Industry Chain - The upstream of the spicy chicken feet industry includes raw chicken feet, seasonings, food additives, and packaging materials, while the midstream focuses on production, and the downstream involves various sales channels such as supermarkets, convenience stores, and e-commerce platforms [6] Consumer Demographics - The consumer base is broad, with over 70% of young consumers aged 15-35, particularly those aged 25-35 (46.25%) and 15-24 (33.14%), favoring spicy chicken feet as a snack for various occasions [8] Competitive Landscape - The spicy chicken feet market is highly fragmented with many small to medium-sized enterprises, where over 70% of related companies have registered capital under 1 million yuan, and less than 10% have over 50 million yuan [15] Key Companies - Youyou Food Co., Ltd. generated a total revenue of 1.182 billion yuan in 2024, with spicy chicken feet accounting for 785 million yuan, or 66.4% of total revenue [17] - Chongqing Qishuang Industrial Group Co., Ltd. focuses on the research, production, and sales of various snack foods, including spicy chicken feet [19] Development Trends - Future trends indicate a shift towards healthier options, including low-salt, low-sugar, and functional products with added collagen, as well as a diversification of flavors beyond traditional spicy varieties [21]

证券代码：603697 证券简称：有友食品 公告编号：2025-039 有友食品股份有限公司 关于聘任副总经理及董事会秘书的公告 肖传志先生联系方式如下： 地址：重庆市璧山区璧泉街道剑山路 130 号 电话：023-41770971 电子邮箱：yysecurity@youyoufood.com 特此公告。 有友食品股份有限公司董事会 2025 年 6 月 7 日 附件 肖传志先生简历 肖传志，男，中国国籍，出生于 1982 年，无境外永久居留权，中共党员， 本科学历，高级会计师。2006 年至 2010 年就职于天健会计师事务所（特殊普 通合伙）重庆管理总部高级审计师、项目经理；2010 年至 2016 年就职于金科 地产集团股份有限公司财务主管、财务经理、财务副总监；2017 年至 2021 年 就职于重庆新鸥鹏地产集团有限公司副总裁；2021 年至 2022 年就职于中昂地产 集团副总裁；2022 年至 2024 年就职于重庆富城资产管理有限公司 CFO 兼董事会 秘书；2024 年至 2025 年就职于国城控股集团有限公司财务总监；2025 年 5 月 加入有友食品股份有限公司。 本公司董事会及全体董事 ...

Group 1 - The company has appointed Xiao Chuan Zhi as the Vice General Manager and Secretary of the Board [1] - The appointment was approved during the 13th meeting of the fourth board of directors [1] - The term of the appointment will last until the end of the current board's term [1]

Group 1 - The A-share consumer sector is experiencing fluctuations and adjustments, with significant declines in the beauty care, food processing, and beverage manufacturing sectors [1] - Lafang Home Products has seen a drop of over 7%, indicating a notable downturn in the beauty care segment [1] - Other companies such as Shuiyang Co., Nanjiao Food, Yanjinpuzi, Xiwang Food, Heizhima, and Youyou Food are also among those with significant declines [1]

证券代码：603697 证券简称：有友食品 公告编号：2025-038 有友食品股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前内部生产经营秩序正常，公司主营业务、市场环境、 行业政策等未发生重大变化，公司不存在应披露而未披露的重大事项。 （二）重大事项情况 经公司自查，并向公司控股股东及实际控制人书面征询核实：截至本公告日， 公司、控股股东及实际控制人均不存在涉及公司应披露而未披露的重大信息，未 筹划与公司有关的重大资产重组、股份发行、重大交易类事项、业务重组、股权 激励、破产重整、重大业务合作、引进战略投资者等重大事项。 有友食品股份有限公司（以下简称"公司"）股票于 2025 年 6 月 3 日、 2025 年 6 月 4 日连续两个交易日内日收盘价格涨幅偏离值累计达到 20%，属 于股票交易异常波动。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日， 确认不存在应披露而未披露的重 ...

食品饮料板块盘中强势拉升，截至收盘，品渥食品涨近13%，香飘飘、有友食品、西麦食品等涨停；盐 津铺子涨近6%，盘中一度涨超8%逼近百元大关，创出历史新高。 | 代码 | 名称 | | 涨幅% | 现价 | 沿线走 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300741 华宝股份 | | | R 20.02 | 20.56 | 3.43 | 20.56 | | 207805 | | 300892 | 品渥食品 | R | 12.84 | 38.40 | 4.37 | 38.40 | 38.42 | 162601 | | 603711 | 香飘飘 | | 10.04 | 15.02 | 1.37 | 15.02 | l | 139192 | | 603697 有友食品 | | . | 10.01 | 15.93 | 1.45 | 15.93 | l | 368377 | | 002956 | 四菱食品 | | 10.00 | 24.31 | 2.21 | 24.31 | - | 87492 | | 6004 ...

Core Viewpoint - The article highlights a significant rally in the stock market, particularly in the consumer sector, with various sectors such as food and beverage, tobacco, and solid-state batteries showing strong performance amid a backdrop of policy support for domestic demand [1][5]. Consumer Sector - The consumer sector experienced a collective surge, with major indices like the Shenzhen Component Index and the ChiNext Index showing strong gains. The Shanghai Composite Index rose by 0.42% to 3376.2 points, while the Shenzhen Component Index increased by 0.87% to 10144.58 points, and the ChiNext Index climbed 1.11% to 2024.93 points [1]. - Notable stocks in the food and beverage sector included Pinwa Foods, which rose nearly 13%, and several others like Xiangpiaopiao and Youyou Foods hitting the daily limit [3][4]. - The article mentions that the overall market saw nearly 4000 stocks in the green, indicating broad-based participation in the rally [1]. Tobacco Sector - The tobacco sector saw a significant rise, with stocks like Huabao and Jinjia both hitting the daily limit, and Huaye Fragrance increasing by approximately 9% [6][7]. - In the Hong Kong market, stocks such as Smoore International and China Tobacco Hong Kong also reached new highs, with Smoore rising about 13% and China Tobacco Hong Kong nearly 9% [10]. Solid-State Battery Sector - The solid-state battery sector showed strong upward movement, with stocks like Keheng and Nord both hitting the daily limit, and others like Longpan Technology and Chuan Yi Technology also performing well [11][12]. - The demand for solid-state batteries is expected to rise due to applications in electric vehicles, low-altitude economy, and robotics, with projections indicating significant market growth in the coming years [14]. - The article notes that the solid-state battery market is anticipated to reach a shipment volume of 614.1 GWh by 2030, with a market size exceeding 250 billion yuan [14].

6月4日连板股分析：连板股晋级率33% 新消费概念持续走强 今日共71股涨停，连板股总数20只，其中三连板及以上个股5只，上一交易日共15只连板股，连板股晋级率33.33%（不含ST股、退市股）。个股方面，全市 场超3900只个股上涨，近百股涨超9%，但高位股表现差强人意。德邦股份断板，市场连板高度仍维持在5板，御银股份虽然最终晋级5板，但分歧巨大，全 天炸板14次。此外，均瑶健康、百利电气、滨海能源等热门人气股大幅冲高回落，盲目追高导致的亏钱效应剧烈。板块方面，港股消费市场迎来爆发，"消 费品F4"泡泡玛特、毛戈平、蜜雪集团、老铺黄金齐创新高，年内涨幅均超100%，受港股带动，A股新消费概念持续走强，食品饮料方向的乐惠国际7天5 板、有友食品6天3板，黄金首饰方向的菜百股份5天3板，萃华珠宝、潮宏基2连板。 | 其他涨停 | 国芳集团5天3板（零售+IP经济） | | --- | --- | | | 汇金股份4天2板 (摘帽) | | | 康盛股份4天2板（无人车辆+液冷IDC） | | 连板数 | 晋级率 | | 2025-6-4 | | --- | --- | --- | --- | | 4进5 | 1 ...