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两家上市公司,管不好一个粽子?
36氪· 2025-05-15 12:59
以下文章来源于斑马消费 ,作者范建 斑马消费 . 寻找泛消费领域的斑马企业 5 月 10 日, IP 显示为江苏的网友,在社交平台上发布视频称,在给孩子喂食蜜枣粽时,竟然在里面发现了一个创可贴。 视频记录显示:这个疑似创可贴的异物,呈现出与粽子一样的深色,还有较强的黏连感,上面有较为清晰的使用过的血污痕迹。 带血的创可贴, 如何进入来伊份的蜜枣粽中? 文 | 范建 来源| 斑马消费(ID:banmaxiaofei) 封面来源 | Pexels 再过十几天,就是端午节。最近两天,一个带血的粽子,给正值火热的粽子市场,带来了一层阴霾。 来伊份的品牌、五芳斋生产的一款蜜枣粽,居然被消费者吃出了一片疑似带血的创可贴。 事发后,这两家上市公司都做出了积极回应,调查暂时没有最终结论,该事件对两家企业在"粽子季"销售的影响,难以估计。 带血的粽子 距离端午节只有十多天了,粽子市场经过前期预热,也已渐入佳境。 未曾想,一个疑似"带血的粽子",给这个中国传统节令食物,蒙上了一层阴影。 这个问题粽子,并非什么三无产品,而是来自知名休闲零食连锁品牌来伊份,生产商为中国最大的粽子企业五芳斋。 来伊份的这份说明,并未打消外界的疑虑,舆 ...
粽子里吃出创可贴,五芳斋和来伊份,谁的锅?
阿尔法工场研究院· 2025-05-15 12:11
以下文章来源于斑马消费 ,作者范建 斑马消费 . 寻找泛消费领域的斑马企业 作者 | 范建 来源 | 斑马消费 导 语 :如果该舆情不能妥善处理,对两家公司今年端午节礼销售都将带来不利影响。 再过十几天,就是端午节。最近两天,一个带血的粽子,给正值火热的粽子市场,带来了一层阴 霾。 来伊份的品牌、五芳斋生产的一款蜜枣粽,居然被消费者吃出了一片疑似带血的创可贴。 事发后,这两家上市公司都做出了积极回应,调查暂时没有最终结论,该事件对两家企业在"粽子 季"销售的影响,难以估计。 的粽子 距离端午节只有十多天了,粽子市场经过前期预热,也已渐入佳境。 带血 未曾想,一个疑似"带血的粽子",给这个中国传统节令食物,蒙上了一层阴影。 5月10日,IP显示为江苏的网友,在社交平台上发布视频称,在给孩子喂食蜜枣粽时,竟然在里面 发现了一个创可贴。 视频记录显示:这个疑似创可贴的异物,呈现出与粽子一样的深色,还有较强的黏连感,上面有较 为清晰的使用过的血污痕迹。 这个问题粽子,并非什么三无产品,而是来自知名休闲零食连锁品牌来伊份,生产商为中国最大的 粽子企业五芳斋。 随着事件在互联网上持续发酵,来伊份(603777.SH)于5 ...
来伊份: 2024年年度股东大会会议资料
Zheng Quan Zhi Xing· 2025-05-15 08:15
Core Viewpoint - Shanghai Laiyifen Co., Ltd. is actively adapting to market changes and focusing on strategic optimization to enhance its operational efficiency and market presence in the competitive snack food industry. Group 1: Business Performance and Strategy - The company reported a total of 30,85 stores by the end of 2024, a decrease of 16.28% year-on-year, with 1,485 direct-operated stores and 1,600 franchised stores, indicating a shift towards a franchise model [7][8]. - The company aims to deepen its "Wanjia Denghuo" strategy by optimizing store profitability and expanding brand recognition through franchise promotions [7][8]. - The core area of Shanghai saw a 21.6% increase in performance compared to the previous year, highlighting the success of the company's distribution business [8]. Group 2: Product and Quality Management - The company has launched over 800 products with traceability codes for more than 700 items, achieving a warehouse inspection pass rate of 99.10% and a third-party inspection pass rate of 99.67% [10]. - Laiyifen emphasizes food safety and quality, aiming to provide high-quality, cost-effective snacks through a well-managed supply chain [10][11]. Group 3: Marketing and Brand Development - The company has adopted a health-oriented marketing strategy, promoting low-sugar, low-fat, and low-calorie snacks, and has been recognized as a leader in the healthy snack market [12]. - Laiyifen has engaged in cross-industry collaborations, such as partnerships with popular mobile games and artists, to enhance brand visibility and appeal to younger consumers [12][19]. Group 4: Digital Transformation and Management - The company is implementing a CRM management system in collaboration with Tencent to enhance digital marketing capabilities and improve store performance [15]. - Laiyifen is focusing on lean management practices to optimize organizational efficiency and align employee incentives with business performance [15][20]. Group 5: Future Plans and Goals - The company plans to continue expanding its store network while enhancing its product offerings to meet diverse consumer needs, particularly in the health snack segment [18][19]. - Laiyifen aims to strengthen its capital operation platform to support sustainable growth and enhance shareholder value [20].
来伊份(603777) - 2024年年度股东大会会议资料
2025-05-15 08:00
证券代码:603777 证券简称:来伊份 上海来伊份股份有限公司 2024年年度股东大会 会议资料 二〇二五年五月 2024年年度股东大会会议资料 上海来伊份股份有限公司 2024年年度股东大会会议议程 一、主持人宣布会议开始 二、介绍股东到会情况 三、介绍公司董事、监事、高管人员、见证律师的出席情况 四、主持人宣读会议须知 五、会议审议议案 | 序号 | 议案名称 | 投票股东类型 | | --- | --- | --- | | | | A股股东 | | | 非累积投票议案 | | | 1 | 2024年度董事会工作报告 | √ | | 2 | 2024年度独立董事述职报告 | √ | | 3 | 2024年度监事会工作报告 | √ | | 4 | 2024年年度报告及其摘要 | √ | | 5 | 2024年度财务决算报告 | √ | | 6 | 关于2024年度拟不进行利润分配的议案 | √ | | 7 | 关于续聘2025年度财务审计机构和内部控制审计机构的议案 | √ | | 8 | 关于公司董事及高级管理人员年度薪酬的议案 | √ | | 9 | 关于公司监事年度薪酬的议案 | √ | 六、股东讨 ...
吃出“带血创可贴的蜜枣粽”?下架!两家上市公司详细回应
Zheng Quan Shi Bao Wang· 2025-05-14 06:15
Core Viewpoint - The incident involving a consumer finding a suspected blood-stained band-aid in a rice dumpling from Lai Yi Fen has raised significant food safety concerns, prompting responses from both Lai Yi Fen and its production partner, Wu Fang Zhai [1][2][3]. Group 1: Company Responses - Lai Yi Fen has acknowledged the issue and has taken immediate action by forming a special task force to investigate the matter and has initiated a full chain investigation [3][6]. - The company has removed the affected batch of rice dumplings from shelves and is offering consumers the option for refunds or exchanges, along with additional compensation [3][6]. - Wu Fang Zhai has also established a special task force to address the situation and is cooperating with relevant departments for inspections [7]. Group 2: Financial Performance - Lai Yi Fen reported a revenue decline of 15.25% in 2024, totaling 3.37 billion yuan, and transitioned from profit to a net loss of 75.27 million yuan [9]. - The company has seen a net reduction of 600 stores, bringing the total to 3,085 by the end of 2024 [9]. - Wu Fang Zhai experienced a revenue drop of 14.57% in 2024, with total revenue around 2.25 billion yuan, and a net profit of approximately 142 million yuan, also reflecting a decline [10]. Group 3: Production and Quality Control - Wu Fang Zhai has stated that all production processes have designated quality inspectors, and employees with hand injuries are prohibited from handling food directly [7]. - The company uses specialized blue band-aids that can be identified if used by non-food handling staff, ensuring better quality control [7].
每经热评︱粽子里吃出带血创可贴?来伊份转型需过品控“生死关”
Mei Ri Jing Ji Xin Wen· 2025-05-13 12:50
Core Viewpoint - Recent food safety incident involving a consumer finding a suspected blood-stained band-aid in a product from Laiyifen has raised significant public concern about food safety and quality control within the company [1][2] Group 1: Incident and Response - Laiyifen has initiated a full investigation and has removed the affected batch of products from the market following the incident [1] - The company has stated that the involved products have been sealed and that they reached a settlement with the consumer, with no non-compliant products found by market supervision authorities [1] Group 2: Business Model and Challenges - Laiyifen's business model heavily relies on OEM (Original Equipment Manufacturer) production, with over 1,500 OEM products across 13 core categories, which can lead to challenges in food safety and quality control [1] - The company has faced over 400 consumer complaints related to food safety issues, indicating a significant erosion of consumer trust [2] - The rise of new retail formats and brands has intensified competition, leading to a 15.25% decline in revenue to 3.37 billion yuan and a net loss of 75.27 million yuan, a 231.94% increase in losses year-on-year [2] Group 3: Recommendations for Improvement - The company must prioritize strengthening food safety and quality control risk management to ensure product safety and quality [3] - There is a need for Laiyifen to reassess its quality control processes under the OEM model, enhancing the selection, supervision, and assessment of OEM factories [3] - The company should accelerate innovation and explore new business paths, focusing on diversification, product service innovation, and channel development [3]
消费舆警指数|来伊份粽子异物事件暴露“代工之殇”,食品企业如何守住质量安全底线?
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-13 07:40
21世纪经济报道记者 张赛男 上海报道 编者按:消费者的信任与喜爱,是面向大众的消费企业最宝贵的市场资源。近年来,随着消费品牌与公 司经营全流程环节的绑定程度不断加深,每一次消费产品舆情的出现、演变和定调,既考验其品牌长期 建设和应急策略的有效性,也反映了其整体企业文化与运作机制中的特征。 南方财经全媒体·21世纪经济报道消费新闻部长期关注消费类企业的舆情动态,在跟进新闻动态、传递 有效信息和反映消费者诉求的基础上,希望以每一次典型舆情案例的出现和应对为切口,观察企业在面 对突发性公共事件和舆论环境变化时的处理过程,从而以更全面的视角看待企业在品牌、市场运营管理 中的得失,从而为行业做出预警和警示。 为此,南财·21消费新闻部综合企业在舆情预警与回应中涉及的公开操作维度,形成量化评分机制—— 具体而言,包含舆情管理及响应、舆情回应、事件处理、品牌影响四个一级指标和预防机制、回应直接 度、信息透明度、处理长效性等14个二级指标,按照百分制根据重要性对不同指标赋值并打分,并以 《消费舆警指数》对企业的应对速度、态度与有效度进行分析评价,为企业品牌管理与消费者的品牌认 知提供参考。 舆情事件:来伊份蜜枣粽产品被指吃 ...
刚刚,来伊份再次回应“带血创可贴”事件→
新华网财经· 2025-05-13 06:35
5月13日上午,来伊份在官网发布"关于消费者反映蜜枣粽问题处理的情况说明"。 说明称,事情发生后,公司对相关批次产品进行了下架封存处理,并全力配合市场监督管理 部门的调查工作。目前, 市场监督管理部门没有检查到任何不合格产品 。 说明表示,公司在市场监督管理部门的积极协调下, 先行与消费者达成和解,力求快速消除 更多消费者及公众媒体对公司产品的质疑 。日前, 消费者提供的产品已被市场监督管理部门 封存 ,后续如核实公司产品存在质量问题,公司愿承担一切责任。 全文如下: 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 阿维塔向博主发律师函:要求立即删帖,道歉声明连续置顶三十日 国际金价大幅下跌 5月10日,江苏宿迁的苏女士发布视频投诉称,在来伊份的蜜枣粽里发现疑似带血创可贴的异 物,要求来伊份官方给出明确回应。 对此,来伊份12日发布公告回应称,公司已启动全链路调查程序,并积极与相关消费者沟 通,确保消费者的健康与权益得到保障。同时,公司已全面下架相关批次蜜枣粽产品,消费 者可选择就近门店进行退换货,并可得到相同金额的额外补偿。( 此前报道: 全面下架!来 伊份、五芳斋最新回应 ) 来伊份官网显示 ...
全面下架、补偿!来伊份最新回应“粽子事件”
Xin Lang Cai Jing· 2025-05-12 07:33
Group 1 - The core issue revolves around a food safety incident involving Laiyifen, where a consumer reported finding a suspected blood-stained band-aid in a zongzi product [1][2] - Laiyifen has taken immediate action by recalling the affected batch of honey date zongzi and offering consumers the option for refunds or exchanges, along with additional compensation [3][5] - The incident has raised public concerns about food safety, particularly regarding seasonal food products, and has led to the product being removed from both online and offline sales channels [2][3] Group 2 - Laiyifen has established a special task force to investigate the claims made by consumers, although they have not yet obtained the physical evidence for further analysis [7] - The company has faced scrutiny over its quality control practices, especially given its reliance on contract manufacturing, which has previously led to numerous complaints about food quality [9] - The incident poses a significant challenge for both Laiyifen and its contract manufacturer, Wufangzhai, in rebuilding consumer trust following the food safety concerns [9]
来伊份总裁回应:涉事粽子为五芳斋生产,“熟食不可能带血”
Nan Fang Du Shi Bao· 2025-05-12 06:43
Core Viewpoint - A consumer complaint regarding a "bloodied band-aid" found in a rice dumpling from Laiyifen has raised significant market attention, prompting the company to initiate an investigation and take corrective actions [3][4]. Company Response - Laiyifen has established a special team to investigate the incident and has committed to covering all medical expenses for consumers affected by the foreign object found in the rice dumpling [2]. - The company has removed the affected batch of rice dumplings (produced on April 2, 2025) from shelves and is offering consumers the option to return or exchange the product, along with additional compensation [2]. Production and Quality Control - Laiyifen emphasized that each step in the production process has dedicated inspection personnel, and strict management protocols are in place regarding employees using band-aids [4]. - The company clarified that the rice dumpling in question was produced by Wufangzhai, a reputable partner, and that their quality control team is actively investigating the production process [4][5]. Investigation Findings - Wufangzhai's response indicated that the likelihood of a band-aid being included in the product is very low, and they are awaiting physical samples for further analysis [5]. - The band-aid shown in the consumer's video was described as being in a folded state, which raises questions about how it could have entered the product [5]. Industry Context - Wufangzhai, known as the "first stock of rice dumplings" in the A-share market, reported a revenue of approximately 2.251 billion yuan in 2024, a year-on-year decline of 14.57%, with rice dumpling sales dropping by 20.9% [9]. - The production and sales figures for rice dumplings showed a decrease in production by 11.71% and sales by 20.92% compared to the previous year [10].