Group 1 - The leisure food sector increased by 1.54% on January 20, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - Key stocks in the leisure food sector showed significant price movements, with Wancheng Group rising by 6.04% to a closing price of 212.00 [1] Group 2 - The leisure food sector experienced a net outflow of 60.30 million yuan from institutional investors, while retail investors saw a net inflow of 75.82 million yuan [2] - Notable declines were observed in stocks such as Three Squirrels, which fell by 2.07% to a closing price of 24.58 [2] - The trading volume and turnover for various stocks in the sector varied, with significant activity noted in stocks like Haoxiangni and Ximai Food [2] Group 3 - Haoxiangni had a net inflow of 79.89 million yuan from institutional investors, while it faced a net outflow of 78.76 million yuan from retail investors [3] - Ximai Food also saw a net inflow of 10.14 million yuan from institutional investors, with retail investors experiencing a net outflow [3] - The data indicates varying levels of investor interest across different stocks within the leisure food sector, highlighting the dynamics of institutional versus retail investment [3]

Core Viewpoint - The company, Shanghai Laiyifen Co., Ltd., announced a special funding support plan for existing and new franchisees to enhance operational liquidity and accelerate its franchise business strategy [1] Group 1: Funding Support Plan - The funding will be used for franchisees to operate existing stores or open new franchise locations, with a maximum support period of 36 months [1] - The initiative aims to stimulate franchisee entrepreneurship and inject continuous momentum into the company's strategic development [1] Group 2: Franchise Business Growth - In the first half of 2025, the revenue from the franchise business reached 722 million yuan, representing a year-on-year growth of 78.65% [1] - Industry insiders believe that the increased support for franchisees is expected to accelerate market expansion and consolidate business growth [1] Group 3: Financial Structure Improvement - The shift from a heavy asset direct operation model to a franchise model is anticipated to significantly improve the company's financial structure and profitability [2] - The company has seen a reduction in management and sales expenses by 11.9% and 14.17% year-on-year in 2024, respectively, with further declines of 4.73% and 7.27% in the first three quarters of 2025 [2] Group 4: Market Competition and Future Outlook - The snack industry is entering a phase of refined channel competition, and the franchise model allows for rapid market penetration through local resources [2] - The company expects that as the franchise ecosystem matures and scale effects are realized, its performance will further improve, reshaping the growth curve [2]

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]

Core Viewpoint - Shanghai Laiyifen Co., Ltd. is expected to report a net loss of approximately 170 million yuan for the year 2025, with a significant increase in losses compared to the previous year [1] Group 1: Financial Performance - The company anticipates a net profit loss of around 170 million yuan for 2025, with a net profit loss of approximately 190 million yuan after excluding non-recurring gains and losses [1] - In comparison, the net profit loss for the same period in 2024 was 75.27 million yuan, and the net profit loss after excluding non-recurring items was 90.03 million yuan [1] Group 2: Cash Management Plan - The company plans to use part of its idle funds for cash management, with a maximum daily balance not exceeding 1 billion yuan [5] - The investment will be in low to medium-risk financial products issued by banks, securities firms, fund companies, insurance companies, or trust companies, with a maximum product duration of one year [5] - The investment plan has been approved by the board and will be submitted for shareholder approval [6]

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 ...

证券代码：603777 证券简称：来伊份 公告编号：2026-005 上海来伊份股份有限公司 关于2025年度日常关联交易执行情况及 2026年度日常关联交易预计的公告 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： 上海来伊份股份有限公司（以下简称"公司"）2025 年度日常关联交易执行 情况和 2026 年度日常关联交易预计事项，尚需提交股东会审议批准，关联股东将回 避表决。 日常关联交易对公司的影响：下述关联交易为公司正常业务经营所需，均遵 循了市场公允的原则，有利于公司的日常经营，未损害公司的整体利益和长远利益， 未损害本公司全体股东尤其是中小股东的利益，下述关联交易未对关联方形成较大 的依赖。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 公司独立董事于 2026 年 01 月 16 日召开的第六届董事会第一次独立董事专门会 议对《关于 2025 年度日常关联交易执行情况及 2026 年度日常关联交易预计的议案》 进行了审核，全体独立董事同意本次关联交易预计，认为：公司 2025 年度日 ...