从资金流向上来看，当日休闲食品板块主力资金净流出1.81亿元，游资资金净流入5942.63万元，散户资 金净流入1.21亿元。休闲食品板块个股资金流向见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002582 | 好想你 | 1439.64万 | 9.64% | -646.29万 | -4.33% | -793.35万 | -5.31% | | 603719 良品铺子 | | 927.79万 | 5.05% | -1248.67万 | -6.80% | 320.88万 | 1.75% | | 603043 广州酒家 | | 491.63万 | 8.38% | -129.34万 | -2.20% | -362.29万 | -6.17% | | 603866 桃李面包 | | 369.23万 | 2.50% | -317.09万 | -2.14% | -52.14万 | -0.35% | | 603777 ...

Investment Rating - The report initiates coverage with a "Buy" rating for Youyou Food [3][6]. Core Views - Youyou Food is a leading player in the spicy chicken feet category, with strong brand recognition and a growing national presence. The company is currently experiencing a high growth phase, driven by new channel expansions and product innovations [1][14]. - Revenue is projected to grow significantly, with a 22.4% year-on-year increase expected in 2024, reaching 1.18 billion yuan, and further growth of 40.9% to 50.8% anticipated in the first half of 2025 [1][3]. - The company is leveraging its product strengths and expanding into new channels, including membership-based supermarkets and bulk snack stores, which are expected to contribute to future growth [3][14]. Summary by Sections Company Overview - Youyou Food has established itself as a leader in the spicy chicken feet market, expanding from the Sichuan-Chongqing region to a national scale. The company has developed a diverse product matrix, including various flavors and types of chicken feet and other snacks [1][14][31]. - The company has a concentrated ownership structure, with the founding family holding 67.8% of shares, which allows for consistent strategic direction [20][24]. Product Analysis - The company has successfully transitioned spicy chicken feet from a restaurant item to a packaged snack, achieving 780 million yuan in revenue from this category in 2024. The product line has been expanded to include other items like deboned duck feet and various flavored snacks [2][31]. - The market for Chinese snacks is growing, with a focus on health and local flavors. The spicy chicken feet product aligns well with current consumer trends towards indulgent and health-conscious snacking [26][27]. Channel Strategy - Youyou Food is in the early stages of expanding into new channels, such as membership stores and bulk snack retailers, which present significant growth opportunities. The company has begun to penetrate these markets effectively, with plans for further expansion [3][14]. - The online sales channel is expected to grow, although it currently represents a small portion of total revenue. The company aims to enhance its online presence and capitalize on the growing trend of social e-commerce [3][14]. Financial Projections - The company is expected to see substantial revenue growth over the next few years, with projections of 1.72 billion yuan in 2025, 2.18 billion yuan in 2026, and 2.49 billion yuan in 2027, reflecting compound annual growth rates of 45.2%, 26.8%, and 14.6% respectively [3][5]. - Net profit is also projected to increase significantly, with estimates of 227 million yuan in 2025, 284 million yuan in 2026, and 324 million yuan in 2027, indicating strong profitability growth [3][5].

证券代码：603697 证券简称：有友食品 公告编号：2025-052 有友食品股份有限公司 关于使用自有资金购买理财产品的公告 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个别及连带责任。 ●委托理财受托方：中国国际金融股份有限公司（以下简称"中金公司"） ●本次委托理财金额：5,000 万元 ●委托理财产品名称：中金新贝聚盈 17 号单一资产管理计划、中金新贝聚盈 18 号单一资 产管理计划、中金新贝聚盈 19 号单一资产管理计划、中金新贝聚盈 20 号单一资产管理计划、 中金新贝聚盈 21 号单一资产管理计划 ●委托理财期限为：365 天 ●履行的审议程序： 公司于 2025 年 8 月 14 日使用自有资金购买理财产品，具体情况如下： | 序 | 产品名称 | | 产品 | 金额 | 产品 | | 预计年化收益率 | 收益类型 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | | 类型 | （万元） | 期限 | | | | | 1 | 中金新贝 ...

| 股东名称 | 赵英 | | --- | --- | | 减持计划首次披露日期 | 2025年6月23日 | | 减持数量 | 12,830,700股 | | 减持期间 | 2025年7月17日~2025年8月12日 | | 减持方式及对应减持数量 | 大宗交易减持,8,553,800 股 | | | 集中竞价减持,4.276.900 股 | | 减持价格区间 | 11.24~12.94元/股 | | 减持总金额 | 151,063,041. 42元 | | 减持完成情况 | 已完成 | | 减持比例 | 3% | | 原计划减持比例 | 不超过:3% | | 当前持股数量 | 42,571,034股 | | 当前持股比例 | 9. 95% | 本次减持计划实施前，赵英持有公司股份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)，上述 股份均为无限售条件流通股。 2024年年度报告显示，有友食品的控股股东为鹿有忠，实际控制人为鹿有忠、赵英、鹿新。鹿有忠与赵 英为夫妻关系，与 ...

从资金流向上来看，当日休闲食品板块主力资金净流出1.61亿元，游资资金净流出3799.64万元，散户资 金净流入1.99亿元。休闲食品板块个股资金流向见下表： 证券之星消息，8月13日休闲食品板块较上一交易日下跌0.93%，万辰集团领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002820 | 桂发祥 | 15.05 | 10.01% | 52.51万 | | 7.75亿 | | 603057 | 紫燕食品 | 23.42 | 6.26% | 9.65万 | | 2.25亿 | | 605339 | 南侨食品 | 18.67 | 2.70% | 6.59万 | | 1.23亿 | | 002956 | 西麦食品 | 21.59 | 0.84% | - 3.00万 | | 6432.89万 | | 002847 | 盐津铺子 | 72.96 | ...

Group 1: Guizhou Moutai - Guizhou Moutai achieved a net profit of 45.403 billion yuan in the first half of 2025, an increase of 8.89% year-on-year [1] - The company's operating income for the same period was 89.389 billion yuan, reflecting a growth of 9.1% year-on-year [1] - Basic earnings per share were reported at 36.18 yuan per share [1] Group 2: Weixing New Materials - Weixing New Materials reported a net profit of 271 million yuan in the first half of 2025, a decrease of 20.25% year-on-year [1] - The company's operating income was 2.078 billion yuan, down 11.33% year-on-year [1] - The company plans to distribute a cash dividend of 1 yuan per 10 shares [1] Group 3: Jianyuan Trust - Jianyuan Trust's net profit for the first half of 2025 was 40.2897 million yuan, an increase of 13.36% year-on-year [1] - The company achieved an operating income of 15 million yuan, a significant growth of 84.89% year-on-year [1] - Basic earnings per share were reported at 0.0041 yuan per share [1][2] Group 4: Weili - Weili won a bid for a leachate treatment project, expected to generate an annual revenue of approximately 61 million yuan [1] - The project has a total expected revenue of about 610 million yuan over a 10-year operational period [1] - The project includes a 0.5-year construction period followed by a 10-year operational period [1] Group 5: Tianjun Wind Power - Tianjun Wind Power provided a guarantee for a credit line of 150 million yuan for its wholly-owned subsidiary [1] - The guarantee covers the principal amount, interest, penalties, and other related costs [1] - The guarantee period is three years from the maturity of the main contract [1] Group 6: Jiangshan Oupai - Jiangshan Oupai's wholly-owned subsidiary completed the registration for a change in business type [1] - The subsidiary is now classified as a limited liability company [1] Group 7: Ningbo Port - Ningbo Port announced the resignation of independent director Yan Guoqing due to personal reasons [1] Group 8: Yangfan New Materials - Yangfan New Materials reported a net profit of 23.1372 million yuan in the first half of 2025, marking a turnaround from losses [1] - The company's total operating revenue was 473 million yuan, an increase of 47.93% year-on-year [1] Group 9: Zhongguancun - Zhongguancun's subsidiary received a drug registration certificate for a new injection [1] - The company also announced that another product passed the consistency evaluation for generic drugs [1] Group 10: Hengtong Oriental - Hengtong Oriental is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [1] Group 11: Quzhou Development - Quzhou Development plans to acquire 95.46% of Xian Dao Electronics and will resume trading on August 13, 2025 [1] Group 12: Jiangsu Sop - Jiangsu Sop reported a net profit of 102 million yuan in the first half of 2025, a decrease of 13.01% year-on-year [1] - The company's operating income was 3.158 billion yuan, down 1.08% year-on-year [1] Group 13: Fudan Fuhua - Fudan Fuhua's subsidiary plans to invest 48.87 million yuan in a capital increase for another company [1] Group 14: Shaanxi Huada - Shaanxi Huada is planning to acquire 100% of Huajing Microelectronics and has suspended trading [1]

(本文来自第一财经) Wind数据显示，按变动截止日期为基准，8月12日，2股获重要股东增持，中孚实业获重要股东增持 3472.60万股，增持金额为1.73亿元。9家上市公司股票遭重要股东减持，有友食品遭重要股东减持 316.25万股，减持金额为4007.94万元。 | 名称 | 变动次数 | 涉及股东人数 总变动方向 | 净买入股份数合计(万股) | ↓ 增减仓参考市值(万元) | | --- | --- | --- | --- | --- | | 中学实业 | 1 | 1 增持 | 3,472.60 | 17,325.45 | | ·ST四通 | 1 | 1 增持 | 161.10 | 900.23 | | 值得股份 | 1 | 1 减持 | -0.45 | -18.86 | | 洪通燃气 | 11 | 1 同時 | -11.96 | -203.61 | | 天创时尚 | 1 | 1 减持 | -51.75 | -339.07 | | 梦百合 | 1 | 1 减持 | -175.73 | -1.477.49 | | 南威软件 | 1 | 1 减持 | -214.54 | -2.905.29 | | 纳微科 ...

北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月12日，有友食品发布公告称，公司实控人赵英因个人 资金需求，在2025年8月6日至2025年8月12日期间累计减持1283.07万股公司股份，占公司总股本的 3.0%，本次减持计划实施完毕。减持完成后，赵英女士持有公司股份4257.1万股，占公司总股本的 9.95%。 ...

新京报贝壳财经讯 8月12日下午，有友食品发布实际控制人减持股份结果公告。 2025年6月23日，公司披露了《有友食品实际控制人减持股份计划公告》，实际控制人赵英因个人资金 需求，拟通过集中竞价及大宗交易方式减持其持有的公司股份不超过12830761股，减持比例不超过公司 总股本的3%。截至2025年8月12日，赵英通过集中竞价及大宗交易方式累计减持公司股份12830700股， 占公司总股本的3%。本次减持计划已实施完毕。减持结果显示，2025年7月17日至2025年8月12日期 间，赵英减持总金额为151063041.42元。 编辑 王进雨 ...

（文章来源：每日经济新闻） 有友食品（SH 603697，收盘价：12.57元）8月12日晚间发布公告称，2025年6月23日，公司披露了《有 友食品实际控制人减持股份计划公告》（公告编号：2025-040）。实际控制人赵英女士因个人资金需 求，拟通过集中竞价及大宗交易方式减持其持有的公司股份不超过12,830,761股，减持比例不超过公司 总股本的3%。 截至2025年8月12日，赵英女士通过集中竞价及大宗交易方式累计减持公司股份约1283万股，占公司总 股本的3%。本次减持计划实施完毕。 2024年1至12月份，有友食品的营业收入构成为：食品制造业占比99.05%，其他业务占比0.95%。 ...