智通财经APP讯，有友食品(603697.SH)发布公告，股东鹿有明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12月25日至2026年3月24日)，以集中竞价方式减持公司股份不超过 110万股，即不超过公司总股本的0.26%。 ...

证券代码：603697 证券简称：有友食品 公告编号：2025-091 有友食品股份有限公司 股东减持股份计划公告 重要内容提示： 股东持股的基本情况 截至本公告日，有友食品股份有限公司（以下简称"公司"）股东鹿有明先 生持有公司股份 4,994,930 股，占公司总股本的 1.17%。 上述股份均为公司 IPO 前取得的股份（3,567,807 股）及公司上市后以资 本公积转增股本方式取得的股份（1,427,123 股），截至本公告披露日，鹿有明 先生持有的公司股份 4,994,930 股均为无限售条件流通股。 减持计划的主要内容 鹿有明先生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 12 月 25 日至 2026 年 3 月 24 日），以集中竞价方式减持公司股份 不超过 1,100,000 股，即不超过公司总股本的 0.26%。 在减持计划实施期间，公司若发生派发红利、送红股、资本公积金转增股本、 回购股份注销、增发新股或配股等股份变动事项，上述减持数量将进行相应调整。 | 股东名称 | 鹿有明 | | | | --- | --- | --- | --- | | 股 ...

格隆汇12月2日丨有友食品(603697.SH)公布，鹿有明先生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12月25日至2026年3月24日），以集中竞价方式减持公司股份不超过110万 股，即不超过公司总股本的0.26%。 ...

人民财讯12月2日电，有友食品(603697)12月2日公告，公司控股股东、实控人之一致行动人、持股 1.17%的股东鹿有明计划以集中竞价方式，减持公司股份不超过110万股，即不超过公司总股本的 0.26%。 转自：证券时报 ...

格隆汇12月2日｜有友食品公告，鹿有明先生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，以集中竞价方式减持公司股份不超过1,100,000股，即不超过公司总股本的0.26%。截至本公 告日，有友食品股份有限公司股东鹿有明先生持有公司股份4,994,930股，占公司总股本的1.17%。 ...

有友食品公告，股东鹿有明持有499.49万股，占总股本1.17%；计划自2025年12月25日至2026年3月24 日，通过集中竞价减持不超过110万股，占总股本0.26%。 ...

每经AI快讯，12月2日，有友食品（603697）(603697.SH)公告称，股东鹿有明计划自公告披露之日起15 个交易日后的三个月内(2025年12月25日至2026年3月24日)，通过集中竞价方式减持公司股份不超过110 万股，占公司总股本的0.26%，减持原因为个人资金需求。 ...

Group 1 - The food and beverage sector experienced an initial rise, with notable stocks such as Hai Xin Food and Sunshine Dairy reaching their daily limit increase [1] - Other companies including Huang Shang Huang, An Ji Food, You Friend Food, and Three Squirrels also saw upward movement in their stock prices [1]

Core Viewpoint - The food and beverage sector experienced an upward trend at the beginning of trading, with several companies reaching their daily limit on gains [1] Group 1: Company Performance - Hai Xin Food and Sunshine Dairy both hit the daily limit on gains [1] - Other companies such as Huang Shang Huang, An Ji Food, Youyou Food, and Three Squirrels also saw increases in their stock prices [1]

Group 1: Economic Indicators and Consumer Trends - The CPI in October showed a slight improvement, with a year-on-year increase of 0.2% and a month-on-month increase of 0.2%, indicating a potential recovery trend that may continue into the first half of next year [6][10] - The retail sales of consumer goods in October reached 46,291 billion yuan, growing by 2.93% year-on-year, with significant improvements in essential consumption categories such as food and beverages [10] - The restaurant sector saw a monthly revenue of 5,199 billion yuan in October, reflecting a year-on-year growth of 3.8%, driven by the National Day and Mid-Autumn Festival holidays [10] Group 2: Frozen and Food Supply Industry - The frozen food and catering industry is witnessing a shift from price wars to product innovation and channel development, with companies focusing on quality and service rather than just price competition [11] - Major players like Anjiyuan and Qianwei Central Kitchen are transitioning their strategies to emphasize product quality and operational efficiency, leading to improved profitability [11][15] - The industry is entering a "hard strength reshuffle period," where companies are expected to enhance their product offerings and service capabilities to maintain competitiveness [11] Group 3: Snack Food Sector - The snack food sector is experiencing a weak recovery, with a clear differentiation in growth among brands and channels, driven by strategic adjustments and product innovations [33][34] - The emergence of the konjac category as a significant growth driver, with market potential expected to reach 300 billion yuan by 2025, indicates a strong consumer demand for healthy snacks [34][40] - Companies like Yummy Foods and Salted Fish are leveraging their core products and channel strategies to achieve substantial growth, with a focus on high-margin products and efficient cost management [34][42] Group 4: Specific Company Strategies - Anjiyuan is focusing on high-margin products and channel expansion, with significant growth in its core offerings like volcanic stone grilled sausages and high-end dumplings [12][13] - Qianwei Central Kitchen is seeing improvements in its direct sales and distribution channels, with a focus on enhancing profitability through strategic adjustments in customer structure and resource allocation [15][18] - Salted Fish is capitalizing on the konjac trend and optimizing its product mix to improve profitability, with a strong emphasis on high-margin products and efficient channel management [40][41]