江苏一名消费者苏女士5月10日发视频投诉称在 来伊份的粽子中吃出异物。苏女士在视频中表示，给小 孩喂粽子，在里面发现了带血的创可贴，并要求来伊份官方给一个明确的回应。根据消费者发布的视 频，涉事产品为来伊份蜜枣粽。来伊份相关负责人回应称，对于反映的问题，企业深感抱歉，已第一时 间启动全链路调查程序，确保消费者权益得到保障。来伊始终秉持对消费者负责的态度，积极解决问 题。目前，该款粽子已全店下架。 (看看新闻) ...

Group 1 - A consumer in Jiangsu reported finding a suspected blood-stained band-aid in a rice dumpling from Laiyifen, raising concerns about product safety [2] - Laiyifen expressed deep regret over the incident and initiated a full investigation to ensure consumer rights are protected [2] - The affected product, Laiyifen's honey date rice dumpling, was removed from sale on both short video and e-commerce platforms following the complaint [2] Group 2 - The consumer claimed that the production facility for the product is the same as that of Wufangzhai, although Wufangzhai's customer service stated they produce their dumplings independently without subcontracting [7] - Laiyifen, established in 1999, primarily sells its self-branded snacks through commissioned production and has been listed on the Shanghai Stock Exchange since 2016 [7] - As of the end of 2024, Laiyifen had 3,085 stores, a net decrease of 600 stores since the beginning of the year, and reported a 15.25% year-on-year revenue decline to 3.37 billion yuan, resulting in a net loss of 75.27 million yuan [7]

证券代码：603777 证券简称：来伊份 编号：2025-044 重要内容提示： 上海来伊份股份有限公司（以下简称"公司"）第五届董事会第十五次 会议及 2025 年第一次临时股东大会审议通过了本次调整公司回购专用证券账户 股份用途并注销的相关事项。 本次拟对公司 2023 年回购方案所在回购专用证券账户中的 489,204 股回 购股份进行注销。注销完成后，公司总股本将由 334,913,370 股减少为 334,424,166 股，公司注册资本将由人民币 334,913,370 元减少为 334,424,166 元。 拟注销日期：2025 年 05 月 07 日 一、本次注销回购股份概况 上海来伊份股份有限公司 关于注销回购专用账户部分回购股份的公告 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。 2023 年 08 月 28 日，公司召开第五届董事会第六次会议，审议通过了《关于 以集中竞价交易方式回购股份方案的议案》，同意公司以自有资金回购公司股份 用于股权激励或员工持股计划。拟回购金额不低于人民币 3,500 万元（含 ...

证券代码：603777 证券简称：来伊份 公告编号：2025-043 上海来伊份股份有限公司（以下简称"公司"）于 2024 年 06 月 25 日召开第 五届董事会第十二次会议，审议通过了《关于以集中竞价交易方式回购股份方案 的议案》。同意拟以自有资金通过集中竞价交易方式进行回购股份，回购的股份将 全部用于公司员工持股计划或者股权激励。回购金额不低于 3,000 万元（含）且不 超过人民币 6,000 万元（含）。回购股份的价格不超过人民币 15.85 元/股（含）。回 购的期限自公司董事会审议通过之日起 12 个月内。 具 体 内 容 详 见 公 司 于 2024 年 06 月 26 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露的《关于以集中竞价交易方式回购股份方案的公告》（公 告编号：2024-049）、《关于以集中竞价交易方式回购公司股份的回购报告书》（公 告编号：2024-050）。 二、回购股份的进展情况 2025 年 4 月，公司未回购股份, 公司后续将根据市场情况择机实施本次回购 计划。 截至 2025 年 04 月 30 日，公司通过集中竞价交易方式已累计 ...

Core Insights - The snack industry has seen significant revenue growth, driven by new product launches and channel restructuring, including social e-commerce and discount stores [1][2] - Despite revenue growth, snack companies are facing challenges in maintaining profitability, with fluctuating sales expenses and gross margins [1][8] Revenue Growth Drivers - Major snack companies reported substantial revenue figures for 2024, with Three Squirrels leading at 10.622 billion, followed by other companies like Liangpinpuzi and Qiaqia Foods [2] - New product development has been highlighted as a key contributor to revenue, with Three Squirrels launching over 20 new products that achieved significant sales [3][4] Channel Expansion - The restructuring of sales channels has provided new opportunities for snack companies, with a focus on e-commerce and discount stores [5][6] - Three Squirrels reported an 81.73% increase in revenue from Douyin, indicating the effectiveness of digital marketing strategies [4] International Market Growth - Companies are increasingly targeting international markets, particularly Southeast Asia, to expand their growth potential [6][7] - Qiaqia Foods and other companies have reported significant growth in overseas sales, with Qiaqia's overseas revenue increasing by approximately 90% [6] Profitability Challenges - Many snack companies have experienced rising sales expenses, with increases ranging from 15.55% to 50.92%, primarily due to higher advertising costs [8][9] - Gross margins have shown volatility, with some companies reporting declines due to rising raw material costs and competitive pricing strategies [10] Dividend Distribution - Several companies have announced substantial cash dividends, reflecting confidence in their operational performance and future growth [11][12] - The total cash dividends and share buybacks for some companies represent a significant portion of their net profits, indicating a strong commitment to returning value to shareholders [11]

"零食第一股"来伊份迎来上市以来最大规模的业绩下滑。4月28日晚间，来伊份发布2024年年度报告及 2025年一季度报告。年报显示，来伊份2024年全年营收为33.70亿元，同比下降15.25%，归母净利润 为-7526万元，较上年同期由盈转亏。公司一季度营业收入为10.48亿元，同比下降1.23%；归母净利润 为1243.57万元，同比下降79.72%。 横向对比万辰集团、三只松鼠、良品铺子等休闲零食上市企业的2024年年报可以发现，来伊份的营收、 利润及增速均远落后于同行，其中以量贩零食为主营业态的万辰集团、鸣鸣很忙增速领先行业。另一边 来伊份的利润率却高达40%，对比万辰集团2024年毛利率为10.76%，近期提交招股书的鸣鸣很忙2022- 2024年期间的毛利率稳定在7.5%～7.6%区间。 截至4月29日收盘，来伊份股价为12.86元/股，总市值43.07亿元，较最高值已蒸发约137亿元。 主营业务下滑16.52%，各类产品营收全线下滑 来伊份为施永雷和郁瑞芬夫妇2001年在上海创立。2016年，来伊份正式挂牌上海证券交易所主板，被称 为"中国零食第一股"。 但上市后不久，来伊份便遭遇了增长瓶颈。2 ...

Core Viewpoint - The company, Laiyifen, has successfully transitioned from a traditional retail model to a chain management service and supply chain platform model, with a significant increase in franchise store proportion exceeding 50% for the first time in 2024 [1][2][3]. Financial Performance - In 2024, Laiyifen achieved a revenue of 3.37 billion, maintaining a leading position in the leisure food sector [1]. - The company reported a stable performance in Q1 2025 with a revenue of 1.048 billion [1]. Franchise Model and Cost Efficiency - The franchise store count reached 1,600, accounting for 52% of total stores, while direct stores numbered 1,485, making up 48% [2]. - Management expenses decreased by 11.9% year-on-year, and sales expenses fell by 14.17% in 2024, continuing a trend of cost reduction [2][3]. Supply Chain and Technology Integration - Laiyifen is enhancing its supply chain management through the integration of key technologies, including the introduction of the DeepSeek model for intelligent supply chain management [3]. - The company is focusing on optimizing its smart supply chain plan to achieve significant improvements in supply chain management [3]. Market Expansion and Distribution - In 2024, Laiyifen added 174 new distributors, expanding its market presence to all 31 provinces in China, with notable growth in the Shanghai market, which saw a 21.6% year-on-year increase [4]. - The company has made significant strides in overseas markets, successfully entering local supermarket channels in South Korea, Vietnam, and Thailand [4]. E-commerce and Membership Growth - Laiyifen's e-commerce segment has turned profitable by optimizing product structure and focusing on high-value categories [4]. - The total number of members across all channels reached 94.77 million by the end of 2024, providing a solid foundation for business growth [5][6]. Private Traffic and IP Economy - The company is leveraging private traffic through its app and community operations, enhancing user engagement and loyalty [5][6]. - The IP economy in China is experiencing rapid growth, with a market size of 168.9 billion in 2024, expected to exceed 330 billion by 2030, presenting new opportunities for Laiyifen [6]. Strategic Collaborations and Future Plans - Laiyifen is engaging in cross-industry collaborations, including partnerships with Tencent and cultural figures to enhance brand appeal and reach younger consumers [7]. - For 2025, the company plans to focus on its "Wan Jia Deng Huo" strategy, emphasizing a community lifestyle platform and further collaboration with diverse IPs to enhance brand competitiveness [7][8]. Industry Outlook - The government has prioritized boosting consumption in 2025, which is expected to create new growth opportunities for consumer companies like Laiyifen [8].

证券代码：603777 证券简称：来伊份 公告编号：2025-040 上海来伊份股份有限公司 关于2024年度计提资产减值准备的公告 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。 上海来伊份股份有限公司（以下简称"公司"）根据《企业会计准则》《上海证券 交易所股票上市规则》以及公司相关会计政策的规定，对截至 2024 年 12 月 31 日的合 并报表范围内存在减值迹象的资产计提了减值准备。公司于 2025 年 04 月 27 日召开的 第五届董事会第十六次会议和第五届监事会第十五次会议审议通过了《关于 2024 年度 计提资产减值准备的议案》。现将具体情况公告如下： 一、本次计提资产减值准备情况概述 为客观反映公司 2024 年度的财务状况和经营成果，根据《企业会计准则》和公 司会计政策的相关规定，公司对各类资产进行了分析和评估，经减值测试后，公司 认为部分资产存在一定的减值损失迹象。基于谨慎性原则，公司根据减值测试的结 果对存在减值迹象的资产计提减值损失。公司 2024 年度计提资产减值准备合计人民 币 2,452.89 ...

上海来伊份股份有限公司 董事会审计委员会 2024 年度履职情况报告 根据《上海证券交易所上市公司董事会审计委员会运作指引》、《上市公司 治理准则》、《上海证券交易所股票上市规则》和《公司章程》、《审计委员会 工作条例》的相关规定和要求，公司董事会审计委员会本着勤勉尽职的原则，认 真履行职责。上海来伊份股份有限公司（以下简称"公司"）董事会审计委员会 成员，现将 2024 年度履职情况报告如下： 一、审计委员会会议召开情况 董事会审计委员会根据《公司法》《上市公司治理准则》《公司章程》《审 计委员会工作条例》及其他相关规定，积极履行职责。报告期内，公司审计委员 会共召开了 6 次会议，全体委员出席了会议并发表审议意见。具体内容如下： | 次数 | 会议召开时间 | | | 会议届次 | 审议内容 | | --- | --- | --- | --- | --- | --- | | | 年 月 2024 | 01 | 日 17 | 第五届审计委员会 | 1、审议《关于向银行申请综合授信额度的议案》 | | 1 | | | | 第六次会议 | 2、审议《关于使用部分闲置自有资金进行现金管理的 | | | | | | ...

一、2024 年年审会计师事务所基本情况 上海来伊份股份有限公司 董事会审计委员会对会计师事务所 2024 年度履行监督职责情况报告 根据《中华人民共和国公司法》、《中华人民共和国证券法》、《上市公司治理 准则》、《国有企业、上市公司选聘会计师事务所管理办法》、《上海证券交易所上 市公司自律监管指引第 1 号——规范运作》和上海来伊份股份有限公司（以下简 称"公司"）的《公司章程》、《董事会审计委员会议事规则》等规定和要求，董 事会审计委员会本着勤勉尽责的原则，恪尽职守，认真履职。现将董事会审计委 员会对会计师事务所 2024 年度履职评估及履行监督职责的情况汇报如下： 二、2024 年年审会计师事务所履职情况 在执行审计工作的过程中，立信就事务所和相关审计人员的独立性、审计工 （一）会计师事务所基本情况 立信会计师事务所（特殊普通合伙）（以下简称"立信"）由我国会计泰斗潘 序伦博士于 1927 年在上海创建，1986 年复办，2010 年成为全国首家完成改制 的特殊普通合伙制会计师事务所，注册地址为上海市，首席合伙人为朱建弟先生。 立信是国际会计网络 BDO 的成员所，长期从事证券服务业务，新证券法实施前 ...