从学历来看，以硕士为主，占比达到43%，其次是本科，占比57%。博士有1人，专科也有一人。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股休闲食品行业27家上市公司董秘薪酬均值为72.73万元，略低于市场均值。 从年龄来看，40（含）-50岁为主力，占比达到39%；50（含）岁以上及30（含）-40岁均为7人，占比均 为30%。 立高食品董秘王世佳最年轻，仅33岁，薪酬达到138.75万元。劲仔食品董秘丰文姬仅36岁，薪酬达到 97.08万元。 责任编辑：公司观察 从薪酬来看，有5位董秘年薪过100万，薪酬最高的是三只松鼠董秘潘道伟，达到150.66万元；其次是立 高食品董秘王世佳，薪酬达到138.75万元；南侨食品莫雅婷薪酬为126万元，紫燕食品曹澎波为121.63万 元，绝味食品（维权）高远薪酬为102.83万元。 剔除2024年任职数据之后，薪酬最低的是 ...

从薪酬来看，有5位董秘年薪过100万，薪酬最高的是三只松鼠董秘潘道伟，达到150.66万元；其次是立 高食品董秘王世佳，薪酬达到138.75万元；南侨食品莫雅婷薪酬为126万元，紫燕食品曹澎波为121.63万 元，绝味食品（维权）高远薪酬为102.83万元。 分行业来看，A股休闲食品行业27家上市公司董秘薪酬均值为72.73万元，略低于市场均值。 从年龄来看，40（含）-50岁为主力，占比达到39%；50（含）岁以上及30（含）-40岁均为7人，占比均 为30%。 立高食品董秘王世佳最年轻，仅33岁，薪酬达到138.75万元。劲仔食品董秘丰文姬仅36岁，薪酬达到 97.08万元。 从学历来看，以硕士为主，占比达到43%，其次是本科，占比57%。博士有1人，专科也有一人。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 剔除2024年任职数据之后，薪酬最低的是麦趣尔董秘姚雪，仅为 ...

从年龄来看，40（含）-50岁为主力，占比达到39%；50（含）岁以上及30（含）-40岁均为7人，占比均 为30%。 立高食品董秘王世佳最年轻，仅33岁，薪酬达到138.75万元。劲仔食品董秘丰文姬仅36岁，薪酬达到 97.08万元。 从学历来看，以硕士为主，占比达到43%，其次是本科，占比57%。博士有1人，专科也有一人。 从薪酬来看，有5位董秘年薪过100万，薪酬最高的是三只松鼠董秘潘道伟，达到150.66万元；其次是立 高食品董秘王世佳，薪酬达到138.75万元；南侨食品莫雅婷薪酬为126万元，紫燕食品曹澎波为121.63万 元，绝味食品高远薪酬为102.83万元。 剔除2024年任职数据之后，薪酬最低的是麦趣尔董秘姚雪，仅为3.17万元；其次是有友食品刘渝灿，为 21.57万元。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股休闲食品行业2 ...

出品｜虎嗅ESG组 作者｜陈玉立 头图｜视觉中国 本文是#ESG进步观察#系列第143篇文章 本次观察关键词：食品安全 一场看似孤立的食品安全事件，正在牵出中国整个新消费赛道中的治理短板——贴牌代工。 近日，麻六记270g规格酸辣粉被曝粉饼发白、发霉，且有一股刺鼻味道。随后，多地消费者反映开 市客下架麻六记酸辣粉。 有消费者向媒体反馈 ，开市客下架麻六记，或与其产品质量有关。 7月27日，作为麻六记产品代工厂的四川白家阿宽食品产业股份有限公司发布《关于麻六记部分批次 酸辣粉产品召回的声明》称，主要原因是生产过程中消杀环节存在不足，可能导致部分产品受环境细 菌污染，出现湿粉饼保质期缩短或霉变。7月28日，麻六记公开发表声明向消费者道歉，称全力推进 退货及妥善的补偿方案。 麻六记酸辣粉事件远非一次普通质量风波，而是暴露出整个食品供应链中的治理漏洞——当品牌方、 代工厂与零售商构成一个三角链条，任何断层都可能成为食品安全危机的爆发点。 为何多个品牌共用的代工体系，一出问题就是行业级灾难？为什么治理写在合同里，却落实不到工厂 车间？又是谁在承担这场信任崩塌的代价？ 两次出卖消费者：品牌端"漂 绿"，生产端"失守" 回 ...

Core Insights - The "2024 Commercial Franchise TOP 300" list was released by the China Chain Store & Franchise Association (CCFA), showcasing the annual development trends in the franchise sector [1] - The list includes 300 companies across 25 sub-sectors, with a total of 830,000 stores, reflecting a 30.73% increase from the previous year's 630,000 stores [1] - The distribution of sectors shows that the restaurant industry remains stable at 33.67%, retail slightly decreased to 40.00%, and the service industry increased to 26.33% [1] Industry Overview - The 2024 TOP 300 includes 101 restaurant companies, 120 retail companies, and 79 service companies, indicating a slight adjustment in consumer demand structure [1] - The number of franchise brands with over 10,000 stores increased from 9 in 2023 to 18 in 2024, highlighting the growing influence of leading brands in the market [1] - A total of 71 new franchise brands were added to the list, with 34 in the restaurant sector, 26 in services, and 11 in retail, demonstrating the sector's ongoing attractiveness [1] Event Insights - The 65th China Franchise Exhibition will be held from August 8-10 in Shanghai, focusing on the analysis of the TOP 300 list and featuring over 100 quality brands from various sectors [2] - The exhibition will include forums and workshops aimed at exploring growth strategies and promoting sustainable development in the franchise industry [2] - The CCFA Franchise Committee, established in 2015, has grown to include 69 member companies, advocating for the interests of various franchise sectors and promoting industry self-regulation [2]

Core Insights - The opening of the first "Community Retail 4.0" store by Laiyifen and Yangchuanji marks a significant step in their strategic partnership, showcasing a collaborative model in the snack industry [1][2][4] Group 1: Strategic Collaboration - The partnership between Laiyifen and Yangchuanji is viewed as a typical case of resource integration, built on clear capability complementarity [2] - Laiyifen's strengths lie in its supply chain and digitalization, supported by a nationwide network of over 3,000 stores and a proven supply chain system [2][4] - Yangchuanji, founded in 2018, focuses on community penetration with over 300 stores, serving a million households in the Jiangsu, Zhejiang, and Shanghai regions [2] Group 2: Community Retail 4.0 Model - The core of the 4.0 model is the transition from "selling products" to "creating scenarios," enhancing community consumption experiences [5] - The store offers a diverse range of products, including frozen goods, low-temperature milk, fresh fruits, and daily necessities, catering to one-stop shopping needs [5][7] - Digital tools enhance the shopping experience, allowing online ordering and efficient payment systems, while community engagement fosters neighborly connections [7] Group 3: Market Opportunities - The launch of the store coincides with a favorable period for community retail, as rising e-commerce costs and limited reach of large supermarkets create demand for local solutions [8][10] - The community retail market in China is projected to exceed 1 trillion yuan by 2024, with a growth rate of 18% for mixed formats of daily fast-moving consumer goods and life services [10] - Laiyifen and Yangchuanji aim to expand their presence, with plans for over 10 additional stores in Shanghai and a long-term goal of becoming the leading community retail brand in the Yangtze River Delta by 2030 [10][11]

Core Insights - The article discusses the innovative whiskey maturation experiments conducted by the domestic brand "Wang Kong" in Shanghai, aiming to prove the competitive edge of Chinese whiskey through a deep understanding of local climate and international craftsmanship [2][3]. Group 1: Whiskey Maturation Experiment - The "Wang Kong" brand is conducting maturation experiments with 1,298 single barrels of whiskey in a warehouse in Shanghai, utilizing the region's unique climate to enhance the aging process [2]. - Key findings indicate that ventilation is crucial for whiskey maturation in subtropical climates, with Shanghai's temperature variations significantly improving maturation efficiency compared to Scotland [3]. - The maturation process in Shanghai allows for a faster development of whiskey flavors, potentially reducing the time needed to create a quality product from nearly a century in Scotland to just 30 years in China [3]. Group 2: Industry Growth and Production Capacity - The domestic whiskey industry in China is rapidly expanding, with 45 companies currently in various stages of construction or production across 12 provinces, aiming for a total production capacity of 250,000 tons [4]. - The market size for Chinese whiskey has grown from 1.288 billion in 2013 to 5.5 billion in 2023, marking a 4.2-fold increase over ten years [4]. - "Wang Kong" plans to establish a distillery in Songjiang, with a peak production capacity of 200 tons per year, while maintaining a cautious approach to expansion due to cost considerations and the risks associated with prolonged aging [4]. Group 3: Pricing and Market Strategy - The company aims to reserve production capacity for future international market entry, particularly targeting Southeast Asia and Europe, while waiting for the domestic pricing system to stabilize through international auction premiums [4]. - The success of the maturation experiments could elevate the Chinese whiskey industry from merely "contract maturation" to a new stage of "climate pricing power," allowing for unique flavor advantages [5]. - The company plans to launch more products internationally in the coming year, with the goal of achieving premium pricing from Western consumers for Eastern terroir [6].

Core Viewpoint - The company, Laiyifen, is expected to report a net loss of between 47 million to 70 million yuan for the first half of this year, following a loss in the same period last year, indicating ongoing financial struggles [1][3]. Financial Performance - Laiyifen's projected net profit attributable to shareholders for the first half of this year is between -70 million to -47 million yuan, with a projected net profit excluding non-recurring gains and losses between -76 million to -51 million yuan [1]. - In the first half of last year, the company reported a net profit of 14.92 million yuan, with a net profit of -8.89 million yuan after excluding non-recurring gains and losses [1]. Operational Challenges - The company has been adjusting its store types and structures in response to market trends, which has negatively impacted the number of direct-operated stores and revenue, leading to lower-than-expected profits [3]. - Since 2022, Laiyifen has been reducing the number of direct-operated stores, closing more than it opens each year. In 2024, it closed 533 direct-operated stores while opening only 108, resulting in a net decrease of 425 stores [3]. - The total number of stores decreased by 600 to 3,085 by the end of last year, with a decline in both direct-operated and franchise stores [3]. Quality Control Issues - In May, the company faced a public relations issue when a consumer reported finding a suspected blood-stained band-aid in a rice dumpling product, leading to a company investigation and product recall [5]. - Laiyifen has taken steps to address the issue promptly, including forming a special investigation team and cooperating with market supervision authorities, aiming to resolve consumer concerns quickly [5].

Group 1 - The company, Shanghai Laiyifen Co., Ltd., expects a net profit attributable to shareholders for the first half of 2025 to be between -70 million yuan and -47 million yuan, indicating a loss compared to the same period last year [1][2] - The expected net profit after deducting non-recurring gains and losses is projected to be between -76 million yuan and -51 million yuan [1][2] - The previous year's net profit attributable to shareholders was 14.92 million yuan, with a total profit of 18.99 million yuan [1] Group 2 - The decline in profit is primarily due to adjustments in store types and structures in certain regions, which affected the number of direct-operated stores and revenue [2] - Non-operating losses are estimated to impact the profit by approximately -6 million yuan, mainly from government subsidies, bank investment income, and fair value changes of financial assets [2]

Part I [Current Period Performance Forecast](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast) The company forecasts a net loss for the first half of 2025, with net profit attributable to shareholders ranging from **-70 million CNY** to **-47 million CNY** 2025 Semi-Annual Performance Forecast | Indicator | Estimated Amount (CNY) | | :--- | :--- | | Net Profit Attributable to Shareholders | -70 million to -47 million | | Net Profit Attributable to Shareholders After Non-Recurring Items | -76 million to -51 million | - This performance forecast represents preliminary estimates by the company's finance department and has not been audited by a certified public accountant[5](index=5&type=chunk) [Prior Period Performance Review](index=1&type=section&id=Item%202.%20Prior%20Period%20Performance%20Review) In the prior year, the company reported a net profit of **14.92 million CNY**, but a **8.89 million CNY** net loss after non-recurring items 2024 Semi-Annual Performance Review | Indicator | Amount (CNY) | | :--- | :--- | | Total Profit | 18.9952 million | | Net Profit Attributable to Shareholders | 14.9245 million | | Net Profit Attributable to Shareholders After Non-Recurring Items | -8.8888 million | | Earnings Per Share | 0.04 | [Key Reasons for Current Period Pre-Loss](index=2&type=section&id=Item%203.%20Key%20Reasons%20for%20Current%20Period%20Pre-Loss) Pre-loss is primarily due to proactive store adjustments reducing direct store revenue and negative non-recurring item impact [Impact on Core Business](index=2&type=section&id=Item%203.1.%20Impact%20on%20Core%20Business) Proactive store adjustments in key sales regions led to declining direct store numbers and revenue - The company is undergoing store format and structure adjustments in certain regions based on social consumption market trends in key sales areas[9](index=9&type=chunk) - During this adjustment process, both the number of directly operated stores and their revenue have decreased year-over-year, directly leading to the current period's profit shortfall[9](index=9&type=chunk) [Impact of Non-Operating Gains and Losses](index=2&type=section&id=Item%203.2.%20Impact%20of%20Non-Operating%20Gains%20and%20Losses) Non-recurring items are projected to negatively impact net profit by **-4 million to -6 million CNY**, mainly from government subsidies and financial asset fair value changes - Non-recurring gains and losses are estimated to have a negative impact on net profit ranging from **4 million to 6 million CNY**[10](index=10&type=chunk) - This impact primarily stems from government subsidies, investment income from bank wealth management products, and fair value changes of financial assets recognized in current period profit or loss[10](index=10&type=chunk) [Risk Warning](index=2&type=section&id=Item%204.%20Risk%20Warning) The company highlights the performance forecast is preliminary, unaudited, and based on professional judgment, with no significant uncertainties affecting accuracy - The company confirms there are no significant uncertainties affecting the accuracy of this performance forecast[11](index=11&type=chunk) [Other Explanatory Notes](index=2&type=section&id=Item%205.%20Other%20Explanatory%20Notes) Investors are reminded that forecast data is preliminary; final audited figures will be in the 2025 semi-annual report, advising investment risk caution - The final accurate financial data will be based on the company's officially disclosed and audited 2025 semi-annual report, reminding investors to be aware of investment risks[12](index=12&type=chunk)