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有友食品副总经理兼董事会秘书肖传志辞任
Mei Ri Jing Ji Xin Wen· 2025-09-18 01:07
Group 1 - The core point of the article is the resignation of the Vice President and Board Secretary of Youyou Food, Mr. Xiao Chuan Zhi, due to personal career development plans, effective September 15, 2025 [1] - The company has appointed Mr. Cui Haibin, a director and financial director, to temporarily assume the responsibilities of the Board Secretary [1] - The company expresses gratitude for Mr. Xiao Chuan Zhi's contributions during his tenure [1] Group 2 - Related companies such as Shanghai Mechanical and Electrical have appointed Chen Ming as their financial director [2] - Similarly, companies like Tongyou Technology and Jinzhongzi Liquor have also made appointments for their financial directors [2]
有友食品股份有限公司关于参加重庆辖区上市公司2025年投资者网上集体接待日暨半年度业绩说明会活动的公告
Group 1 - The company will participate in the "2025 Investor Online Reception Day and Semi-Annual Performance Briefing" on September 25, 2025, from 15:00 to 17:00 [1] - The event is organized by the Chongqing Securities Regulatory Bureau and the Chongqing Listed Companies Association in collaboration with Shenzhen Panorama Network Co., Ltd [1] - Company executives will engage in online communication with investors to address their concerns during the event [1]
有友食品董秘六年换五任
Bei Jing Shang Bao· 2025-09-17 16:17
Group 1 - The frequent changes in the Secretary of the Board at Youyou Food may indicate underlying issues related to company strategy, internal management, governance structure, and competitive pressures in the industry [2][3] - Youyou Food has experienced a decline in net profit for three consecutive years from 2021 to 2023, with revenue also decreasing in 2022 and 2023 [3] - In 2022, Youyou Food's revenue was 1.182 billion yuan, a year-on-year increase of 22.37%, and the net profit attributable to shareholders was 157 million yuan, up 35.44% [3] Group 2 - The gross profit margin of Youyou Food decreased to 28.97% in the previous year and further declined to 27.57% in the first half of this year, a drop of 3.27 percentage points [4] - Accounts receivable for Youyou Food increased significantly, reaching 156.1 million yuan in the first half of this year, a year-on-year growth of 109.72% [4] - The company is advised to diversify its channels and enhance risk resistance while closely monitoring the growth of accounts receivable to reduce bad debt risks [4]
被山姆“救活”?有友食品这样回应
Xin Jing Bao· 2025-09-17 15:01
Core Viewpoint - The company maintains a strong focus on the prepared food sector and is optimistic about its development, planning to develop personalized products based on consumer trends in the future [2] Group 1: Company Strategy - The company has been experiencing consecutive years of revenue and net profit decline prior to becoming a supplier for Sam's Club's deboned duck feet in July 2024 [2] - The collaboration with high-potential channels is part of the company's long-term strategic layout, which includes product innovation and channel optimization to enhance operational quality [2] - The company believes that sustainable development stems from systematic competitiveness and will continue to deepen its multi-channel construction and refined operations to provide better products and services to consumers [2]
有友食品上市后5位董秘辞职,实控人减持套现遭投资者质疑
Mei Ri Jing Ji Xin Wen· 2025-09-17 12:35
Group 1 - The core viewpoint of the article highlights the resignation of the secretary of the board of directors of Youyou Food, known as the "first stock of spicy chicken feet," marking the fifth resignation in over six years, all attributed to personal reasons [1] - Following a significant increase in stock price, which has risen over 200% from last year's low, the actual controller's plan to reduce holdings and cash out 151 million yuan has raised concerns among investors [1] - The company disclosed in its investor relations activity record that investors expressed doubts regarding the actual controller's cash-out behavior after the stock price surge [1]
成山姆供应商后 有友食品被“压款”1.4亿……
Guo Ji Jin Rong Bao· 2025-09-17 12:17
Core Viewpoint - Youyou Foods (603697.SH), known as the "first stock of spicy chicken feet," reported significant revenue and profit growth in the first half of 2025, largely attributed to its collaboration with Sam's Club [2][4]. Financial Performance - In the first half of 2025, Youyou Foods achieved revenue of 771 million yuan, a year-on-year increase of 45.59% [2] - The net profit attributable to shareholders was 108 million yuan, up 42.47% year-on-year [2] - The company noted that market expansion efforts, particularly the partnership with Sam's Club, significantly contributed to this growth [2][4]. Accounts Receivable Concerns - Accounts receivable surged to 74.61 million yuan in 2024, a dramatic increase of 1866% from 3.795 million yuan in 2023 [6] - By mid-2025, accounts receivable rose to 156 million yuan, doubling from the end of the previous year, with the largest debtor accounting for approximately 90% of this amount [6][7] - The increase in accounts receivable is primarily attributed to new customer additions, believed to include Sam's Club [6][7]. Channel and Product Structure Issues - Youyou Foods heavily relies on offline channels, which contributed over 93% of its main business revenue, while online channels accounted for only 485.3 million yuan [9] - The core product, spicy chicken feet, generated 713 million yuan, representing 93.42% of main business revenue, indicating a concentration in product offerings [9]. Management Changes - The company experienced a high turnover in its secretary position, with the recent resignation of the secretary and vice president, who served for just over three months [10][11] - This pattern of frequent management changes raises concerns about stability within the company [11].
六年换五任,有友食品董秘一变再变
Bei Jing Shang Bao· 2025-09-17 12:16
Core Viewpoint - The frequent changes in the position of the Secretary of the Board at Youyou Food may indicate underlying issues related to company strategy, internal management, governance structure, and competitive pressures in the industry [4]. Group 1: Changes in Board Secretary Position - Youyou Food's Secretary of the Board, Xiao Chuan Zhi, resigned on September 15 due to personal career development reasons, marking the fifth individual to hold this position since the company's IPO in May 2019 [2][3]. - The company has experienced a high turnover rate in the Secretary position, with previous secretaries resigning for similar "personal reasons," which raises concerns about the company's stability and governance [2][3][4]. Group 2: Financial Performance - Youyou Food's net profit has declined for three consecutive years from 2021 to 2023, with revenue also decreasing during 2022 and 2023 [4]. - In 2024, Youyou Food ended its revenue decline, achieving a revenue of 1.182 billion yuan, a year-on-year increase of 22.37%, and a net profit of 157 million yuan, up 35.44% [5]. - In the first half of 2025, the company continued to experience significant growth, with revenue reaching 771 million yuan, a 45.59% increase year-on-year, and a net profit of 108 million yuan, up 42.47% [5]. Group 3: Accounts Receivable and Margin Pressure - Youyou Food's accounts receivable surged significantly, with a 1866.24% increase to 74.6145 million yuan in 2024, and a 109.72% increase to 156 million yuan in the first half of 2025 [5]. - The company's gross margin decreased, with a 0.4 percentage point drop to 28.97% in 2024 and a 3.27 percentage point decline to 27.57% in the first half of 2025, attributed to the expansion into high-potential channels like Sam's Club [5].
有友食品(603697) - 有友食品关于参加重庆辖区上市公司2025年投资者网上集体接待日暨半年度业绩说明会活动的公告
2025-09-17 10:01
为推动重庆辖区上市公司进一步做好投资者关系管理工作,促进公司完善公 司治理,助力上市公司高质量发展,在重庆证监局指导下,重庆上市公司协会联 合深圳市全景网络有限公司举办"重庆辖区上市公司 2025 年投资者网上集体接 待日暨半年度业绩说明会活动"。 本次活动将于 2025 年 9 月 25 日 15:00-17:00 举行,投资者可以登录全 景网(http://rs.p5w.net)参与本次活动。 届时,公司相关高管人员将参加本次活动,通过网络在线交流形式,就投资 者所关心的问题,与投资者进行在线沟通与交流。欢迎广大投资者踊跃参与! 证券代码:603697 证券简称:有友食品 公告编号:2025-064 有友食品股份有限公司 关于参加重庆辖区上市公司 2025 年投资者网上集体接 待日暨半年度业绩说明会活动的公告 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。 特此公告。 有友食品股份有限公司董事会 2025 年 9 月 18 日 ...
行业点评报告:8月社零增速环比放缓,消费动能仍待提振
KAIYUAN SECURITIES· 2025-09-17 08:27
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report indicates that the retail sales growth rate in August 2025 has slowed down, primarily due to the diminishing effects of the "old-for-new" policy and a gradual recovery in consumer demand. However, with economic stimulus policies being implemented, the macroeconomic environment is expected to improve in the medium to long term, leading to an increase in household income and consumer willingness, which will benefit the food and beverage sector [4] - The liquor industry is approaching the peak demand season around the Mid-Autumn Festival and National Day, showing signs of improvement in demand. The fundamentals of the liquor market are expected to stabilize and trend upwards as consumption scenarios recover. The current bottoming out presents long-term investment value [4] - The report recommends focusing on new channels, new products, and new markets to identify new consumption targets that align with industry development trends. Specific recommended stocks include Weilian Meishi, Yanjinpuzi, Ximai Food, Dongpeng Beverage, Youfu Food, Wancheng Group, and Bairun Co., Ltd. [4] Summary by Sections Industry Trends - The food and beverage sector is experiencing a retail sales growth rate of 3.4% year-on-year in August 2025, with a month-on-month decline of 0.3 percentage points [5] - The growth rates for food, beverages, and tobacco and alcohol categories in August 2025 are 5.8%, 2.8%, and -2.3% respectively, indicating a month-on-month decline in the tobacco and alcohol category due to high base effects and lack of consumption scenarios [5][6] Subsector Observations - The liquor industry is currently in a bottom recovery phase, with sales under pressure but showing signs of improvement due to the upcoming festive season. The fundamentals are gradually stabilizing [7] - Ximai Food is accelerating its health business by launching new products in the health food segment, focusing on traditional Chinese medicine ingredients and weight loss products, which are expected to become significant growth drivers for the company [7]
有友食品(603697.SH):暂未生产或销售重庆荣昌卤鹅相关产品
Ge Long Hui· 2025-09-17 08:23
格隆汇9月17日丨有友食品(603697.SH)在互动平台表示,公司目前暂未生产或销售重庆荣昌卤鹅相关产 品。我们始终密切关注市场动态与新的消费趋势,并依托自身研发和产能优势,积极探索产品多样化的 可能性,以更好地满足广大消费者日益增长的美食需求。 ...