证券之星消息，12月26日休闲食品板块较上一交易日上涨0.02%，万辰集团领涨。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。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) | | --- | --- | --- | --- | --- | --- | | 300972 | 万辰集团 | 202.40 | 1.64% | 1.59万 | 3.19 Z | | 002956 | 西麦食品 | 27.08 | 1.27% | 3.11万 | 8346.13万 | | 603777 | 来伊份 | 14.39 | 1.27% | 22.22万 | 3.21亿 | | 000716 | 性和服 | 6.45 | 1.10% | 38.56万 | 2.48亿 | | 603697 | 有友食品 | 12.73 | 0.24% | 7.59万 | 9699.93万 | | 603517 | ST绝味 | 13.15 | 0.15% | 4.50万 | 5913.23万 | | 002557 | 治治食品 | ...

文｜财华社 今年三季度休闲食品市场的压力依旧没有减弱，多数企业出现营收净利润双降、增收不增利的困境，并且在净利润层面几乎呈现20%以上的同比跌幅。 曾经凭借电商红利崛起的零食巨头们更是深陷转型阵痛，除了外部市场环境的挤压外，企业自身在高速扩张后积累的结构性矛盾相互交织等成为需要跨越的 鸿沟。 消费逻辑变化，流量红利消退 近日多家休闲零食企业披露了三季报，但整体表现却并不乐观，营利双降、增收不增利成普遍状态。 从三季度报数据看，三只松鼠前三季度实现营收77.59亿元，同比增长8.22%，归母净利润仅1.61亿元，大幅下滑52.91%，扣非净利润仅有5713.71万元，更是 同比暴跌78.57%。对于净利润大幅下降品牌表示，前三季度销售费用增长、坚果等原材料价格上涨等因素为主要原因。 身处相似困境的并不是只有这一个品牌，来伊份前三季度营收同比增长了13.12的同时，净亏损同比增加了194.06%至1.25亿元；良品铺子的情况同样严峻， 前三季度营业收入为41.40亿元，同比下降24.45%；归母净利润为-1.22亿元，同比大幅下降730.83%。 回顾这些品牌的崛起之路都离不开流量红利，在电商平台兴起时借助精准的 ...

12月19日，来伊份盘中下跌2.02%，截至10:02，报14.54元/股，成交3.78亿元，换手率7.62%，总市值 48.63亿元。 资金流向方面，主力资金净流出4731.55万元，特大单买入570.42万元，占比1.51%，卖出3648.45万元， 占比9.66%；大单买入5925.89万元，占比15.69%，卖出7579.41万元，占比20.07%。 来伊份今年以来股价跌5.71%，近5个交易日涨11.76%，近20日涨11.93%，近60日涨6.29%。 今年以来来伊份已经12次登上龙虎榜，最近一次登上龙虎榜为3月3日。 资料显示，上海来伊份股份有限公司位于上海市徐汇区古宜路90号来伊份管理总部，成立日期2002年7 月2日，上市日期2016年10月12日，公司主营业务涉及休闲食品连锁经营。主营业务收入构成为：肉制 品及水产品24.21%，糖果蜜饯及果蔬21.10%，坚果炒货及豆制品18.35%，糕点及膨化食品14.16%，其 它食品类14.15%，其他6.16%，辅料及非食品类1.66%，租赁业务0.21%。 来伊份所属申万行业为：食品饮料-休闲食品-零食。所属概念板块包括：新零售、休闲食品、社区 ...

从资金流向上来看，当日休闲食品板块主力资金净流入9978.57万元，游资资金净流出2.04亿元，散户资 金净流入1.04亿元。休闲食品板块个股资金流向见下表： 证券之星消息，12月18日休闲食品板块较上一交易日上涨0.78%，来伊份领涨。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。休闲食品板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the annual line, indicating a slight increase of 0.17% and a total trading volume of 1.665 trillion yuan [1]. Group 1: Market Performance - As of 14:59 today, the Shanghai Composite Index stands at 3876.97 points, above the annual line [1]. - A total of 153 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - The stocks with the highest deviation rates include: - Yimin Group (益民集团) with a deviation rate of 9.76% and a daily increase of 10.11% [1]. - Wanrun Technology (万润科技) with a deviation rate of 6.64% and a daily increase of 7.57% [1]. - Laiyifen (来伊份) with a deviation rate of 5.56% and a daily increase of 10.01% [1]. - Other stocks with smaller deviation rates that have just crossed the annual line include Suzhou Planning (苏州规划), Tianzhihang (天智航), and China Railway Special Cargo (中铁特货) [1].

证券时报·数据宝统计，截至今日上午10:29，上证综指3876.98点，收于年线之上，涨跌幅为0.17%，A 股总成交额为7861.86亿元。到目前为止，今日有193只A股价格突破了年线，其中乖离率较大的个股有 益民集团、美联新材、禾望电气等，乖离率分别为9.76%、7.37%、6.07%；城发环境、德冠新材、光正 眼科等个股乖离率较小，刚刚站上年线。 （文章来源：证券时报网） | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 600824 | 益民集 团 | 10.11 | 7.10 | 4.46 | 4.90 | 9.76 | | 300586 | 美联新 材 | 11.21 | 6.15 | 9.97 | 10.71 | 7.37 | | 603063 | 禾望电 气 | 6.79 | 7.73 | 30.86 | 32.73 | 6.07 | | 603777 | 来伊份 | 10.01 ...

门店结构调整与加盟转型虽推动营收增长，却未能遏制亏损扩大；面对行业竞争与品控挑战，来伊份的 破局之路依然漫长。 10月29日，来伊份公布2025年三季报，公司营业收入为28.5亿元，同比上升13.1%；归母净利润自去年 同期亏损4262万元变为亏损1.25亿元，亏损额进一步扩大；扣非归母净利润自去年同期亏损7515万元变 为亏损1.36亿元，亏损额进一步扩大；经营现金流净额为7822万元，同比下降64.5%；EPS（全面摊 薄）为-0.3748元。 其中第三季度，公司营业收入为9.14亿元，同比上升25.2%；归母净利润自去年同期亏损5755万元变为 亏损7466万元，亏损额进一步扩大；扣非归母净利润自去年同期亏损6626万元变为亏损7966万元，亏损 额进一步扩大；EPS为-0.2232元。 01 增收不增利，转型代价显现 来伊份营收增长与利润下滑并存的现象，折射出公司当前战略调整的代价。公司持续推进的"万家灯 火"战略，重心已从规模扩张转向单店盈利模型优化和加盟推广。 这一转变带来的直接影响是直营门店规模的收缩和加盟门店占比的提升。 门店结构调整过程中产生的各类成本，成为拖累利润的重要因素。直营门店转为加 ...

Core Insights - The leisure food sector experienced a rise of 1.54% on November 28, with "Hao Xiang Ni" leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Sector Performance - "Hao Xiang Ni" (002582) closed at 10.58, with a gain of 5.69% and a trading volume of 401,000 shares, amounting to a transaction value of 424 million yuan [1] - "Youyou Food" (603697) closed at 13.05, up 4.48%, with a trading volume of 135,200 shares and a transaction value of 175 million yuan [1] - "Wancheng Group" (300972) saw a closing price of 178.52, increasing by 3.05%, with a trading volume of 14,500 shares and a transaction value of 258 million yuan [1] - Other notable performers include "Maiqu Er" (002719) with a 2.76% increase, "Ximai Food" (002956) with a 2.67% increase, and "Guifaxiang" (002820) with a 2.08% increase [1] Capital Flow - The leisure food sector saw a net inflow of 21.35 million yuan from institutional investors, while retail investors experienced a net outflow of 47.42 million yuan [3] - The overall capital flow indicates a mixed sentiment among different investor categories within the leisure food sector [3]

Core Viewpoint - The stock of Laiyifen has shown fluctuations, with a recent increase of 2.02%, while the company faces challenges with a year-to-date stock price decline of 11.67% and a significant net loss in profit [1][2]. Company Performance - Laiyifen's stock price reached 13.62 yuan per share, with a market capitalization of 4.555 billion yuan as of November 28 [1]. - The company reported a revenue of 2.854 billion yuan for the period from January to September 2025, reflecting a year-on-year growth of 13.12%, but the net profit attributable to shareholders was a loss of 125 million yuan, a decrease of 194.06% compared to the previous year [2]. Shareholder Information - As of September 30, 2025, Laiyifen had 37,600 shareholders, a decrease of 9.99% from the previous period, with an average of 8,894 circulating shares per shareholder, an increase of 11.10% [2]. - The company has distributed a total of 314 million yuan in dividends since its A-share listing, with 47.79 million yuan distributed over the last three years [3]. Market Activity - Laiyifen has appeared on the stock market's "龙虎榜" (top trading list) 12 times this year, with the most recent occurrence on March 3 [1]. - The stock has experienced a 4.85% increase over the last five trading days and a 6.66% increase over the last 20 trading days, despite a 2.64% decline over the past 60 days [1]. Institutional Holdings - As of September 30, 2025, Tianhong Zhongzheng Food and Beverage ETF was the ninth largest circulating shareholder, increasing its holdings by 6,530 shares to a total of 527,900 shares [3].

（文章来源：证券日报） 证券日报网讯 11月14日晚间，来伊份发布公告称，公司于2025年11月14日召开第六届董事会第一次会 议，审议通过了《关于选举第六届董事会董事长的议案》《关于聘任公司总裁的议案》《关于聘任公司 高级管理人员的议案》，同意选举施永雷先生为公司第六届董事会董事长，同意聘任郁瑞芬女士为公司 总裁，同意聘任徐珮珊女士、李建钢先生、支瑞琪女士、陆顺刚先生、林云先生为公司高级管理人员。 ...