来伊份在半年报中表示，归母净利润较去年同期下降主要系公司销售毛利额下降所致。 北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月26日，来伊份发布2025年半年报，报告期内，公司实 现营业收入19.4亿元，同比增长8.21%；归母净利润亏损5068.39万元。 ...

第五届董事会第十八次会议决议公告 证券代码：603777 证券简称：来伊份 公告编号：2025-063 上海来伊份股份有限公司 经审议，与会董事一致认为公司编制的上海来伊份股份有限公司 2025 年半 年度报告及其摘要，内容真实、准确、完整地反映了公司的实际情况，不存在任 何虚假记载、误导性陈述或者重大遗漏。具体内容详见同日在上海证券交易所网 站（www.sse.com.cn）披露的《2025 年半年度报告》及《2025 年半年度报告摘要》。 表决结果：同意票 10 票，反对票 0 票，弃权票 0 票。 三、备查文件 1、第五届董事会第十八次会议决议 特此公告。 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。 一、董事会会议召开情况 上海来伊份股份有限公司（以下简称"公司"）第五届董事会第十八次会议 于 2025 年 08 月 25 日以现场方式召开并表决。会议通知于 2025 年 08 月 12 日以 邮件、电话等方式向各位董事发出。本次会议应出席董事 10 名，实际出席董事 10 名，会议由董事长施永雷先生主持，公司高级管 ...

每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王晓波） 每经AI快讯，来伊份（SH 603777，收盘价：14.22元）8月26日晚间发布公告称，公司第五届第十八次 董事会会议于2025年8月25日以现场方式召开。会议审议了《关于公司2025年半年度报告全文及其摘要 的议案》等文件。 2024年1至12月份，来伊份的营业收入构成为：商业批发零售占比95.23%，其他业务占比4.77%。 截至发稿，来伊份市值为48亿元。 ...

[Definitions](index=4&type=section&id=Definitions) This chapter defines key terms such as company entities, business models, and quality management systems for clear report understanding [Definitions of Common Terms](index=4&type=section&id=Definitions%20of%20Common%20Terms) This section defines key terms like company entities, business models, and strategic initiatives to ensure clear understanding of the report - Report defines "snack foods" as food consumed during leisure, travel, entertainment, or rest, excluding convenience foods and frozen foods, categorized as fast-moving consumer goods[9](index=9&type=chunk) - "Directly operated stores" refer to independent shops or counters opened, managed, and expensed by the company and its subsidiaries[9](index=9&type=chunk) - "Franchise" is a business model centered on franchising rights, where franchisees directly operate stores and purchase products from the company[9](index=9&type=chunk) - The "1+N" strategy is a diversified, synergistic development model, where a core entity drives the development of multiple related entities[10](index=10&type=chunk) [Company Profile and Key Financial Indicators](index=6&type=section&id=Company%20Profile%20and%20Key%20Financial%20Indicators) This section provides an overview of the company's basic information, contact details, and key financial performance [Company Information](index=6&type=section&id=I.%20Company%20Information) This section outlines the company's basic registration details, confirming it as Shanghai Laiyifen Co., Ltd - Company's Chinese name is Shanghai Laiyifen Co., Ltd., abbreviated as Laiyifen[12](index=12&type=chunk) - The legal representative of the company is Yu Ruifen[12](index=12&type=chunk) [Contact Person and Information](index=6&type=section&id=II.%20Contact%20Person%20and%20Information) This section provides the contact details for the company's Board Secretary - The Board Secretary is Lin Yun, with the contact address at Laiyifen Management Headquarters, No. 90 Guyi Road, Xuhui District, Shanghai[13](index=13&type=chunk) [Brief Introduction to Changes in Basic Information](index=6&type=section&id=III.%20Brief%20Introduction%20to%20Changes%20in%20Basic%20Information) This section lists the company's registered and office addresses, noting no changes during the reporting period - The company's registered address is No. 300 Jiufu Road, Jiuting Town, Songjiang District, Shanghai, and its office address is Laiyifen Management Headquarters, No. 90 Guyi Road, Xuhui District, Shanghai[14](index=14&type=chunk) [Brief Introduction to Changes in Information Disclosure and Document Custody Locations](index=6&type=section&id=IV.%20Brief%20Introduction%20to%20Changes%20in%20Information%20Disclosure%20and%20Document%20Custody%20Locations) This section details the company's information disclosure channels and report custody location, with no changes - Company information disclosure newspapers include "Shanghai Securities News", "China Securities Journal", "Securities Times", "Securities Daily", and the report website is http://www.sse.com.cn[15](index=15&type=chunk) [Summary of Company Shares](index=6&type=section&id=V.%20Summary%20of%20Company%20Shares) This section details the company's A-shares listed on the Shanghai Stock Exchange under code 603777 - The company's shares are RMB ordinary shares (A-shares), listed on the Shanghai Stock Exchange, with stock abbreviation "Laiyifen" and code 603777[16](index=16&type=chunk) [Company's Key Accounting Data and Financial Indicators](index=7&type=section&id=VII.%20Company's%20Key%20Accounting%20Data%20and%20Financial%20Indicators) This section presents H1 2025 key accounting data, showing revenue growth but significant profit and cash flow declines 2025 H1 Key Accounting Data | Indicator | Current Period (Jan-Jun) | Prior Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 1,939,710,880.49 | 1,792,467,788.63 | 8.21 | | Total Profit | -41,519,121.10 | 18,995,225.58 | -318.58 | | Net Profit Attributable to Shareholders of Listed Company | -50,683,900.22 | 14,924,483.62 | -439.60 | | Net Profit Attributable to Shareholders of Listed Company After Deducting Non-Recurring Gains and Losses | -56,613,219.49 | -8,888,775.09 | -536.91 | | Net Cash Flow from Operating Activities | 22,395,425.16 | 105,048,937.04 | -78.68 | | Net Assets Attributable to Shareholders of Listed Company (Period End) | 1,659,939,422.42 | 1,733,448,502.54 | -4.24 | | Total Assets (Period End) | 3,037,219,923.25 | 3,164,288,546.69 | -4.02 | 2025 H1 Key Financial Indicators | Indicator | Current Period (Jan-Jun) | Prior Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Basic Earnings Per Share (RMB/share) | -0.15 | 0.04 | -475.00 | | Diluted Earnings Per Share (RMB/share) | -0.15 | 0.04 | -475.00 | | Basic Earnings Per Share After Deducting Non-Recurring Gains and Losses (RMB/share) | -0.17 | -0.03 | -466.67 | | Weighted Average Return on Equity (%) | -2.98 | 0.81 | Decrease 3.79 percentage points | | Weighted Average Return on Equity After Deducting Non-Recurring Gains and Losses (%) | -3.33 | -0.48 | Decrease 2.85 percentage points | - Net profit attributable to shareholders of the listed company decreased by **439.60%** year-on-year, primarily due to a decrease in sales gross profit[21](index=21&type=chunk) - Net cash flow from operating activities decreased by **78.68%** year-on-year, primarily due to a decrease in sales gross profit[21](index=21&type=chunk) [Non-Recurring Gains and Losses Items and Amounts](index=7&type=section&id=IX.%20Non-Recurring%20Gains%20and%20Losses%20Items%20and%20Amounts) This section details H1 2025 non-recurring gains and losses, totaling RMB 5.93 million, from financial assets and subsidies 2025 H1 Non-Recurring Gains and Losses Items | Non-Recurring Gains and Losses Item | Amount (RMB) | | :--- | :--- | | Disposal gains/losses on non-current assets | 366,197.52 | | Government grants recognized in current profit or loss | 1,410,753.90 | | Fair value changes and disposal gains/losses on financial assets and liabilities held by non-financial enterprises, excluding effective hedging related to normal business operations | 10,233,864.02 | | Fund occupation fees received from non-financial enterprises recognized in current profit or loss | 298,092.01 | | Other non-operating income and expenses apart from the above | 664,943.87 | | Less: Income tax impact | 5,910,291.68 | | Minority interest impact (after tax) | 1,134,240.37 | | **Total** | **5,929,319.27** | [Management Discussion and Analysis](index=9&type=section&id=Management%20Discussion%20and%20Analysis) This section discusses the company's industry, business operations, core competencies, and financial performance [Explanation of the Company's Industry and Main Business Operations During the Reporting Period](index=9&type=section&id=I.%20Explanation%20of%20the%20Company's%20Industry%20and%20Main%20Business%20Operations%20During%20the%20Reporting%20Period) This section analyzes the snack food industry and confirms no significant changes to the company's main business - China's snack food industry market size is steadily growing, becoming a trillion-RMB market, with retail sales expected to increase from nearly **1.6 trillion RMB** to **1.7 trillion RMB** from 2022 to 2025[25](index=25&type=chunk) - In H1 2025, multiple departments intensively introduced consumption policies, emphasizing boosting consumption and expanding domestic demand, providing strong support for the snack food industry's development[25](index=25&type=chunk) - The company is positioned as an industry ecosystem enterprise driven by technology empowerment, industry, and investment, with no significant changes to its main business[32](index=32&type=chunk) [Industry Overview](index=9&type=section&id=(I)%20Industry%20Overview) The snack food industry is growing, driven by policy support and evolving consumer trends towards value, health, and emotional consumption - In March 2025, the National People's Congress emphasized boosting consumption as a top priority for the year, with economic policies shifting more towards improving livelihoods and promoting consumption[25](index=25&type=chunk) - In March 2025, the National Health Commission, in conjunction with the State Administration for Market Regulation, issued a newly revised "National Food Safety Standard for Prepackaged Food Labels General Rules", explicitly prohibiting the use of terms like "no added" or "zero added" for prepackaged foods[26](index=26&type=chunk) - From 2023 to 2028, China's snack food industry market size is expected to grow at a compound annual rate of approximately **10%**, reaching **2.6 trillion RMB** by 20

Market Overview - The leisure food sector experienced a decline of 0.37% on August 26, with Yanjinpuzi leading the drop [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Notable gainers in the leisure food sector included: - Ziyan Food (603057) with a closing price of 25.50, up 5.72% and a trading volume of 132,000 shares [1] - Maijiaoer (002719) closed at 10.17, up 1.40% with a trading volume of 119,500 shares [1] - Yuanzhu (603886) closed at 13.25, up 1.38% with a trading volume of 71,100 shares [1] - Major decliners included: - Yanjinpuzi (002847) closed at 71.98, down 1.93% with a trading volume of 47,100 shares [2] - Huangshanghuang (002695) closed at 12.73, down 1.55% with a trading volume of 150,800 shares [2] - Ximai Food (002956) closed at 22.80, down 1.43% with a trading volume of 64,800 shares [2] Capital Flow - The leisure food sector saw a net outflow of 354 million yuan from institutional investors, while retail investors contributed a net inflow of 276 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed interest [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Good Idea (002582) with a net inflow of 6.01 million yuan from institutional investors [3] - Ziyan Food (603057) had a net inflow of 4.27 million yuan from institutional investors but a net outflow of 18.35 million yuan from retail investors [3] - Yanjinpuzi (002847) experienced a net outflow of 4.37 million yuan from institutional investors [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002557 | 治治食品 | 23.33 | -0.17% | 9.63万 | 2.25亿 | | 002695 | 煌上煌 | 12.93 | 0.23% | 14.88万 | 1.92亿 | | 6655509 | 南侨食品 | 17.84 | 0.56% | ● 1.49万 | 2645.70万 | | 603866 | 桃李面包 | 5.71 | 0.88% | 1 33.61万 | 1.91亿 | | 002991 | 甘涼食品 | 59.41 | 1.14% | 2.04万 | 1.21亿 | | 002719 | 麦趣尔 | 10.03 | 1.21% | 8.15万 | 8101.23万 | | 603517 | 绝味食品 | 16.95 | 1.25% | 32.11万 | 5.43亿 | | 603043 | 广州酒家 | 17.04 | 1.37% | 8.51万 | 1.44亿 | | 603886 | 元祖股份 | 13 ...

Market Overview - The leisure food sector experienced a decline of 0.46% on August 22, with Nanqiao Food leading the drop [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] Individual Stock Performance - Juewei Food (603517) saw a closing price of 16.74, with an increase of 4.36% and a trading volume of 313,300 shares, amounting to a transaction value of 518 million yuan [1] - Guifaxiang (002820) closed at 13.29, up 0.53%, with a trading volume of 330,700 shares [1] - Three Squirrels (300783) closed at 26.59, with a slight increase of 0.08% and a trading volume of 133,900 shares [1] - Other notable stocks include: - Taoli Bread (603866) at 5.66, unchanged [1] - Ganyuan Food (002991) at 58.74, down 0.03% [1] - Laiyifen (603777) at 13.79, down 0.14% [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 237 million yuan from institutional investors, while retail investors contributed a net inflow of 245 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow for Selected Stocks - Juewei Food had a net inflow of 46.59 million yuan from institutional investors, but a net outflow of 23.01 million yuan from speculative funds [3] - Qingdao Food (001219) experienced a net inflow of 0.53 million yuan from institutional investors, while speculative funds saw a net inflow of 1.39 million yuan [3] - Other stocks like Good Idea (002582) and Yanjinpuzi (002847) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

Group 1 - The core viewpoint of the news is that Laiyifen's stock has experienced a decline in price and trading activity, indicating potential challenges in the market [1] - As of August 22, Laiyifen's stock price dropped by 2.03% to 13.53 CNY per share, with a total market capitalization of 4.525 billion CNY [1] - The company has seen a net outflow of main funds amounting to 20.7351 million CNY, with significant selling activity [1] Group 2 - Laiyifen's stock has decreased by 12.26% year-to-date, with a slight increase of 1.50% over the last five trading days [1] - The company has appeared on the trading leaderboard 12 times this year, with the most recent occurrence on March 3 [1] - As of March 31, the number of Laiyifen's shareholders decreased by 5.44% to 43,100, while the average circulating shares per person increased by 6.10% to 7,810 shares [2] Group 3 - For the first quarter of 2025, Laiyifen reported a revenue of 1.048 billion CNY, reflecting a year-on-year decrease of 1.23% [2] - The company has distributed a total of 314 million CNY in dividends since its A-share listing, with 47.7924 million CNY distributed over the past three years [2] - Laiyifen operates in the food and beverage sector, specifically in the snack food industry, and is involved in various concepts such as community group buying and new retail [1]

Group 1 - The stock price of Laiyifen is reported at 13.81 yuan as of August 21, 2025, with a decline of 1.22% from the previous trading day [1] - The trading volume for the day reached 175,904 hands, with a total transaction amount of 245 million yuan and a turnover rate of 5.26% [1] - Laiyifen operates in the food and beverage industry, focusing on the research, production, and sales of snack foods, and has been actively expanding into the emerging snack market, including konjac products [1] Group 2 - Over thirty brands have entered the konjac snack sector, including Laiyifen, Yanjinpuzi, and Weilong [1] - The price of konjac raw materials has doubled over the past year, leading to supply constraints in the industry [1] - On the same day, the net outflow of main funds for Laiyifen was 26.81 million yuan, with a cumulative net outflow of 25.00 million yuan over the past five days [1]

来源：智通财经记者 俞凯 上海市通信管理局8月21日发布通告，下架58款侵害用户权益的互联网应用软件。 | 序号 | 应用名称 | ICP备案主体 | ICP备案号 | | --- | --- | --- | --- | | I | InBody | 拜斯倍斯医疗器械贸易(上海)有限公司 | 沪ICP备16032186号-3A | | 2 | BangOlufsen线下门店查询 | 班安欧企业管理(上海)有限公司 | 沪ICP备2023032335号-6X | | 3 | BangOlufsen官方精品店 | 班安欧企业管理(上海)有限公司 | HICP备2023032335号-5X | | 4 | 住逻辑 | 斑斓信息科技(上海)有限公司 | 沪ICP备15042685号-7A | | 5 | Blueair | 博露雅迩(上海)商贸有限公司 | 沪ICP备12049900号-2A | | 6 | Fluke Connect | 福禄克测试仪器(上海)有限公司 | 沪ICP备11037028号-32A | | 7 | 国美 | 国美真快乐电子商务有限公司 | 沪ICP备11009419号-7A | | 00 ...