Group 1: Company Announcements - Hunan Mingming Hen Mang Commercial Chain Co., Ltd. (Mingming Hen Mang) has officially launched its global offering and plans to list on the Hong Kong Stock Exchange on January 28, 2024, with a total of 14.1011 million shares available for sale, expecting to raise approximately HKD 3.124 billion after expenses [1] - Good Products Co. has announced an expected net loss of RMB 120 million to RMB 160 million for the fiscal year 2025, primarily due to a decline in sales revenue and adjustments affecting gross margins [3] - Junlebao Dairy has submitted its prospectus to the Hong Kong Stock Exchange, reporting revenues of RMB 175.5 billion, RMB 198.3 billion, and RMB 151.3 billion for the years 2023 to 2025, with net profit increasing from RMB 558,000 to RMB 9 billion, a growth of over 700% [4] Group 2: Market Trends and Consumer Behavior - Taobao Flash Delivery has announced a subsidy of nearly RMB 2 billion for city couriers during the 2026 Spring Festival to enhance their income and reward their commitment [8] - Recent data indicates that trophy-related searches on Taobao have increased by over 50% year-on-year, with customized trophies for self-gifting seeing the highest demand [8] - The convenience food market in China shows that Kang Shifu has further increased its market share, with new products accounting for 2.51% of the market in Q4 2025, significantly ahead of competitors [17] Group 3: Financial Performance and Projections - Salia reported a net profit increase of 16% to 3 billion yen for the period from September to November 2025, with sales reaching 70.2 billion yen, a 15% increase [9] - Nanjing Xinbai expects a net loss of between RMB 839 million and RMB 1.026 billion for 2025, primarily due to goodwill and intangible asset impairments [18] - Laiyifen anticipates a net loss of approximately RMB 170 million for 2025, with adjustments to store numbers and gross margins impacting performance [18]

证券之星消息，1月20日休闲食品板块较上一交易日上涨1.54%，万辰集团领涨。当日上证指数报收于 4113.65，下跌0.01%。深证成指报收于14155.63，下跌0.97%。休闲食品板块个股涨跌见下表： | 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 | 7989.20万 | 7.97% | -113.01万 | -0.11% | -7876.19万 | -7.86% | | 002956 | 西麦食品 | 1014.38万 | 9.27% | -491.69万 | -4.49% | -522.70万 | -4.78% | | 002847 | 盐津铺子 | 986.74万 | 3.55% | 1251.24万 | 4.50% | -2237.98万 | -8.05% | | 603866 | 桃李面包 | 237.66万 | 1.88% | -411.71万 | -3.25% | 1 ...

公开资料显示，早在2023年，来伊份试点推出首期加盟商支持计划，资金定向用于加盟商的门店经营， 为新开门店的市场培育、成熟门店的市场拓展提供流动性支持。该公司表示，此举将有效缓解加盟商日 常运营中的流动性压力，进一步强化加盟商与公司的合作黏性。 目前，休闲零食行业已进入渠道精细化竞争阶段，直营转加盟模式既能借助加盟商的本地资源快速渗透 市场。来伊份方面表示，未来，随着加盟生态的不断成熟与规模效应的持续释放，公司的业绩有望进一 步改善，实现增长曲线的重塑。 1月16日晚间，上海来伊份（603777）股份有限公司(以下简称"来伊份")发布公告称，拟向现有及新增 加盟商推出专项资金支持计划，资金将用于门店经营周转，资助期限最长不超过36个月。来伊份表示， 以加盟经营模式为核心的"万家灯火"战略，是公司顶层发展规划，此次专项支持计划旨在充分激发加盟 商创业积极性，为战略加速落地注入持续动力。 公告显示，此次专项支持资金将用于加盟商承接直营店或新开加盟店，助力加盟商长期、稳定经营。记 者注意到，2025年上半年，来伊份加盟业务营收为7.22亿元，同比增长78.65%。有业内人士表示，来伊 份此次加码支持有望进一步提速加 ...

Economic Information - Several smartphone manufacturers, including Xiaomi, OPPO, vivo, and Transsion, have lowered their annual shipment forecasts, with Xiaomi and OPPO reducing by over 20%, vivo by nearly 15%, and Transsion to below 70 million units [2] - Silver prices have surged over 50% in one month and over 150% in six months, impacting the photovoltaic industry, which consumes a significant amount of silver. The cost of raw materials for solar cells has increased by nearly 20% due to rising silver prices [2] - The company Xibei is expected to incur cumulative losses exceeding 600 million yuan from September 2025 to March 2026, leading to the closure of 102 stores, accounting for 30% of its total outlets [2] Company Alerts - Shenghong Technology anticipates a net profit increase of 260%-295% year-on-year for 2025, although Q4 performance fell short of expectations [4] - Cambridge Technology expects a net profit increase of 51%-67% year-on-year for 2025, with Q4 results also below expectations [4] - Multiple companies, including Weimait and Youyan Silicon, have announced plans to reduce their shareholdings by up to 4.98% and 3% respectively [4][11] Overseas Alerts - The three major U.S. stock indices collectively declined last Friday, with the Nasdaq China Golden Dragon Index dropping by 1.15%. Notable declines were seen in Chinese stocks such as Alibaba and JD.com [5] - The European Union is considering imposing tariffs on U.S. goods worth 93 billion euros in response to U.S. tariffs on eight European countries, which could take effect on February 6 if no agreement is reached [5]

#来伊份预亏1.7亿拟花不超10亿理财# 【#来伊份去年预亏1.7亿#，拟用不超10亿元购买理财产品】1月 16日晚间，国内"休闲零食第一股"上海来伊份股份有限公司发布业绩预亏公告，经财务部门初步测算， 预计2025年年度实现归属于上市公司股东的净利润为亏损1.7亿元左右，归属于上市公司股东扣除非经 常性损益后的净利润为亏损1.9亿元左右。 相比上年同期，来伊份净利润和扣非净利润的亏损额均扩大。2024年同期，公司归属于上市公司股东的 净利润亏损7526.76万元；归属于上市公司股东的扣除非经常性损益的净利润亏损9002.98万元。 同日，来伊份还披露关于使用闲置自有资金进行现金管理的公告、关于"提质增效重回报"专项行动的公 告等。根据公告，为提高自有资金使用效率，来伊份拟使用部分闲置自有资金进行现金管理，单日最高 余额不超过10亿元。（泽塔） 重要内容提示: 上海来伊份股份有限公司 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法律责任。 ● 基本情况 关于使用闲置自有资金进行现金管理的公告 | 投资金额 | 单目最高余额不超过10亿 ...

Key Points - China Metallurgical Group Corporation (China MCC) expects a decline of over 50% in net profit attributable to shareholders in 2025 due to losses in the real estate sector and increased asset impairment provisions [1] - JAC Motors anticipates a net loss of approximately 1.68 billion yuan in 2025, although this represents a reduction in losses compared to the previous year [2] - Northern Rare Earth forecasts a net profit increase of 116.67% to 134.60% in 2025, driven by improved sales and production efficiency in rare earth products [3] - Shenghong Technology projects a net profit increase of 260.35% to 295% in 2025, attributed to the growing demand for AI infrastructure and high-end products [4] - Lanke Technology expects a net profit increase of 52.29% to 66.46% in 2025, benefiting from strong demand in the AI industry [7] - Aiwai Electronics anticipates a net profit increase of 17.70% to 29.47% in 2025, focusing on high-value chip solutions [25] - Longxin General expects a net profit increase of 47.15% to 60.53% in 2025, driven by steady growth in its core motorcycle and general machinery businesses [28] - China One Heavy Industry predicts a net loss of 310 million to 460 million yuan in 2025, although this represents a significant reduction from the previous year's loss [35] - Kunda Technology expects a net loss of 1.2 billion to 1.5 billion yuan in 2025, impacted by industry supply-demand imbalances [34] - Daqing Energy anticipates a net loss of 1 billion to 1.3 billion yuan in 2025, although this reflects a narrowing of losses compared to the previous year [42]

Core Viewpoint - The company, Laiyifen, announced an expected net loss of approximately 170 million yuan for the year 2025 due to adjustments in store types and structures in response to changes in consumer market trends in key sales areas [1] Group 1: Financial Performance - The company anticipates a net loss of around 170 million yuan for the year 2025 [1] - The adjustments made to store types and structures have negatively impacted the total number of stores and gross profit margin, leading to profits falling short of expectations [1] Group 2: Strategic Adjustments - The company has proactively adjusted store types and structures in response to changes in the social consumption market trends in major sales regions [1] - Despite the current challenges, the company maintains confidence in the long-term market development [1] Group 3: Future Outlook - The company aims to continue providing high-quality products and services to meet diverse consumer needs and fulfill corporate responsibilities [1] - There is a commitment to actively create returns for investors [1]

上海来伊份股份有限公司 关于为子公司申请银行授信提供担保的公告 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法律责任。 重要内容提示： 证券代码：603777 证券简称：来伊份 公告编号：2026-009 担保对象及基本情况 | 被担保人名称 | 本次担保金额 | 实际为其提供的 | | 是否在前期 | 本次担保是 | | --- | --- | --- | --- | --- | --- | | | | 担保余额 | | 预计额度内 | 否有反担保 | | 上海来伊份便利连锁经营有限 | 30,000.00 万元 | 25,000.00 | 万元 | 是 | 否 | | 公司（以下简称"来伊份连锁"） | | | | | | 注："本次担保金额"仅为公司 2026 年度预计为子公司提供的担保额度，本年度实际发生的 担保金额将根据子公司生产经营的需要，在实际签署的担保协议时确定。目前"实际为子公 司提供的担保余额"包含在 2026 年度预计为子公司提供的担保额度范围之内。 累计担保情况 注：截至本公告披露日，上市公司对外提供的担保总额 ...

证券代码：603777 证券简称：来伊份 公告编号：2026-007 上海来伊份股份有限公司 1、财务资助的基本情况：公司将加盟经营模式为主的"万家灯火"战略作 为公司顶层战略，为激发公司加盟商的创业积极性，进一步加速"万家灯火"战 略的快速落地，公司经过综合考虑，在不影响自身正常生产经营的情况下，公司 拟以自有资金为加盟商提供总额不超过10,000万元的财务资助，用于加盟商承接 公司直营店或新开加盟店，资助期限不超过36个月，并按实际使用资金不低于同 类业务同期银行贷款利率结算资金使用费。本次财务资助应自审议本议案的2026 年第一次临时股东会审议通过之日起12个月内使用，上述额度在授权期限范围内 可以循环滚动使用。 2、财务资助额度：本次财务资助总额合计不超过人民币10,000万元，在上 述金额范围内，资金可以滚动使用。 3、财务资助有效期限：公司与接受财务资助对象签订的相关合同在股东会 授权有效期间内均可执行，但单个合同期限不超过36个月； 关于对外提供财务资助授信加盟的公告 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法律责任 ...

证券代码：603777 证券简称：来伊份 公告编号：2026-010 上海来伊份股份有限公司 关于"提质增效重回报"专项行动的公告 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法律责任。 为深入贯彻党的二十大和中央金融工作会议精神，认真落实国务院《关于进 一步提高上市公司质量的意见》，积极响应上海证券交易所《关于开展沪市公司"提 质增效重回报"专项行动的倡议》，推动公司高质量发展和投资价值提升，保护投 资者尤其是中小投资者的合法权益，上海来伊份股份有限公司（以下简称"公司"） 结合自身发展战略与经营实际，制定了《"提质增效重回报"行动方案》，具体内容 如下： 一、聚焦主营业务，夯实高质量发展基础 公司作为中国休闲食品连锁行业的先行者与领导者，始终秉持"以消费者为导 向"的核心宗旨，持续推进多元化生态平台布局，深化直营与加盟相结合的全渠道 网络建设，积极拓展全国化、全渠道网络。公司产品覆盖全球五大洲 20 多个国 家及中国 30 个省市地区，主要覆盖坚果炒货、肉类零食、糕点饼干、果干蜜饯 等 14 大休闲零食品类。截至 2025 年 6 ...