证券代码：603866 证券简称：桃李面包 公告编号：2025-038 桃李面包股份有限公司（以下简称"公司"）控股股东及实际控制人之 一的吴学群先生持有公司股份 399,716,493 股，占公司总股本的 24.99%；本次 吴学 群先 生解 除质押 67,000,000 股后 ，吴 学群 先生累 计质 押公 司股 份 65,000,000 股，占其所持公司股份总量的 16.26%，占公司总股本的 4.06%。 吴学群先生及其一致行动人持有本公司股份总数为 901,578,662 股，占 公司总股本的 56.36%。本次解除质押完成后，吴学群先生及其一致行动人控制 的股份累计质押 130,400,000 股，占其持有公司股份 14.46%，占公司总股本的 8.15%。 一、本次股份解除质押的具体情况 公司近日接到控股股东及实际控制人之一吴学群先生发来的通知，吴学群先 生将其持有的部分本公司股票办理了股权质押解除手续，具体事项如下： | 股东名称 | 吴学群 | | --- | --- | | 本次解除质押股份数量（股） | 67,000,000 | | 占其所持股份比例 | 16.76% | | 占公司总股 ...

Group 1 - The National Market Supervision Administration announced that 35 batches of food samples failed inspection, including a batch of bread produced by Shandong Taoli Bread Co., Ltd. for Beijing Taoli Food Co., Ltd., which was found to have excessive total bacterial count [1] - The specific batch of bread was a 400g package produced on April 25, 2024, with a shelf life until May 1, 2024, and was sold on an e-commerce platform [1] - The company issued an apology letter stating that the non-compliant product batch was 20240425SD1, with a total production of 498 bags, of which 21 bags were sold online, including 16 bags that were tested [1]

烘焙食品的消费场景正经历多元化转变——从传统正餐延伸至日常加餐、休闲零食、DIY制作等多个维度,聚会、出游等休闲场景增长也为行业带来全新机遇。这种碎片化、个性化趋势,对企业提出 支撑这一策略的,是桃李面包扎实的研发体系与严谨的产品开发流程。公司依托上海、天津、沈阳三大研发中心,形成"区域洞察+集中攻关"的创新机制,深入捕捉区域市场细微差异,集中资源攻克 目前,桃李面包的产品矩阵已展现出较强的场景适配能力。针对健康轻食与健身场景,碱水结、恰巴塔面包以低糖油、高饱腹特性满足消费者对健康面包的需求。在精致休闲时刻,浓郁醇香可可味 尤为关键的是桃李面包在产品设计中的"场景矩阵化"思维——致力于突破单一场景限制。例如蛋皮吐司卷既可搭配牛奶作为高效早餐,也能作为午间轻食或深夜追剧时的陪伴零食。这种"一物多用 烘焙消费场景的持续延展,深刻考验着企业的综合应变能力。桃李面包将继续依托扎实的产品研发与场景化创新,为消费者提供更丰富、更契合不同生活时刻的烘焙选择,陪伴多元日常。 ...

Group 1: Budweiser APAC - Budweiser APAC reported a 5.6% decrease in revenue to $3.136 billion for the first half of 2025, with normalized EBITDA down 8% to $983 million [1] - Sales volume declined by 6.1% to 4.363 billion liters, with a 7.4% drop in sales volume in the Chinese market during Q2 2025 [1] - The company focused on non-immediate consumption channels to drive premiumization, achieving growth in both sales and revenue from these channels [1] Group 2: Unilever - Unilever's revenue for the first half of 2025 was €30.1 billion, a 3.2% year-on-year decline, with ice cream business revenue growing by 0.2% [2] - The company plans to spin off its ice cream business by mid-November 2025, with operational separation already completed [2] Group 3: Daodaoquan - Daodaoquan reported a 563.15% increase in net profit to ¥181 million for the first half of 2025, with total revenue reaching ¥2.792 billion, a 1.16% increase [3] - Revenue from packaged oil increased by 20.53% to ¥1.751 billion [3] Group 4: Food Safety Issues - Taoli Bread issued an apology after a batch of its sliced bread failed quality checks, with 498 bags produced and 21 sold online [4] - The company has initiated a recall and implemented measures to enhance quality control and monitoring [4] Group 5: Regulatory Actions - The State Administration for Market Regulation reported 12,000 instances of non-compliance related to food additives in the first half of the year, with 4,727 companies penalized [5][6] - The agency emphasized the importance of strict monitoring and compliance regarding food additives to ensure food safety [5][6] Group 6: Luckin Coffee - Luckin Coffee's Q2 2025 net revenue reached ¥12.359 billion, a 47.1% year-on-year increase, with a gross merchandise volume of ¥14.179 billion [8] - The company opened 2,109 new stores, bringing the total to 26,206 globally, with significant growth in self-operated stores [8] Group 7: Starbucks China - Starbucks China reported an 8% revenue increase to $790 million for Q3 2025, marking three consecutive quarters of growth [9] - The company is evaluating partnerships with over 20 interested institutions to retain a significant equity stake in its Chinese operations [9] Group 8: L'Oréal - L'Oréal's sales for the first half of 2025 increased by 3.2% to €22.47 billion, with North Asia's skincare division maintaining double-digit growth [10][11] - The company noted strong performance from high-end brands, offsetting weaknesses in the skincare category [11] Group 9: Yonghui Supermarket - Yonghui Supermarket announced plans to raise up to ¥3.992 billion through a private placement of A-shares, with funds allocated for store upgrades and logistics improvements [13]

证券之星消息，8月1日休闲食品板块较上一交易日上涨0.56%，煌上煌领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002695 | 煌上煌 | 13.97 | 5.99% | 24.33万 | | 3.33亿 | | 000716 | 性能 | 6.54 | 4.81% | 83.45万 | | 5.38亿 | | 605339 | 南侨食品 | 17.92 | 2.69% | 2.77万 | | 4895.36万 | | 603697 | 有友食品 | 12.18 | 2.27% | 9.98万 | | 1.22亿 | | 002719 | 麦趣尔 | 9.47 | 1.18% | 10.60万 | | 1.00亿 | | 001219 | 青岛食品 | 14.12 | 1.15% | 3.04万 | | 4281.75万 | | 60371 ...

桃李面包7月31日报收5.49元，较前一交易日下跌0.14元。当日成交量为214058手，成交金额达1.18亿 元。 该公司主营业务为面包、糕点等烘焙食品的生产与销售。作为国内知名短保面包品牌，桃李面包在全国 范围内建立了较为完善的销售网络。 近期消息显示，桃李面包此前因产品菌落超标问题受到监管部门处罚。该批次不合格产品共生产498 袋，其中线上销售21袋。公司已采取召回赔偿等措施，并加强质量管控。此外，公司控股股东吴学群近 期新增质押6500万股股份，累计质押比例已达公司总股本的12.34%。财务数据显示，2025年一季度公 司营收同比下降14.2%，净利润下滑27.07%。 7月31日主力资金净流出1807.37万元，占流通市值的0.21%。 风险提示：投资有风险，入市需谨慎。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002956 | 西麦食品 | 20.51 | -6.39% | 8.22万 | 1.73亿 | | 002695 | 煌上煌 | 13.18 | -6.33% | 34.35万 | 4.69 Z | | 300973 | 立高食品 | 44.90 | -3.57% | 2.12万 | 9647.17万 | | 002847 | 盐津铺子 | 68.08 | -3.36% | - 3.02万 | 2.08亿 | | 002719 | 麦脚尔 | 9.36 | -2.70% | 12.44万 | 1.18亿 | | 003000 | 劲仔食品 | 12.65 | -2.54% | 13.40万 | 1.71亿 | | 002991 | 甘源食品 | 55.80 | -2.53% | 1.59万 | 8967.29万 | | 603866 | 桃李面包 | 5.49 | -2.49% | 21.41万 | 1.18亿 | | 603517 | 绝味食品 ...

扫码查看主义"我赢 bk 我搬报 抽检五个,两个不合格!桃李面包 因菌落总数超标道歉 知名面包品牌桃李,又一次被检测出 产品不合格。近日,桃李面包 (603866.SH) 在公司官网发布致歉信, 因其产品抽检不合格向消费者致歉。 ..... 【抽检五个，两个不合格！桃李面包因菌落总数超标道歉】 国际金融技网 FNEWS.com ...

Core Viewpoint - The well-known bread brand, Taoli, has once again been found to have non-compliant products, leading to an apology to consumers and a recall of the affected batch [2][7]. Group 1: Product Quality Issues - Taoli's Taian factory produced a batch of "Chunru Sliced Bread" that failed a national quality inspection, with a total of 498 bags produced, of which 21 were sold online, including 16 that were tested [2][5]. - The inspection revealed that the total bacterial count exceeded the national food safety standards, with two out of five samples failing the test [4][5]. - The specific bacterial counts were recorded as <10 CFU/g, 40 CFU/g, <10 CFU/g, 1.7×10 CFU/g, and 1.1×10 CFU/g, with the maximum acceptable limit being 10 CFU/g [5][6]. Group 2: Company Response and Actions - Following the notification of the non-compliance, Taoli's Taian factory conducted an immediate investigation and implemented corrective measures, including recalling the affected batch and enhancing quality control during the delivery process [7]. - The company has increased the frequency of third-party inspections, with 46 batches of similar products tested since the incident, all passing the inspections [7]. Group 3: Historical Context and Financial Performance - This is not the first food safety issue for Taoli, as previous incidents include a case in 2022 where a batch of pure cake was found to contain foreign matter [11][12]. - Financially, Taoli has faced significant pressure, with a reported revenue of 6.087 billion yuan in 2024, a year-on-year decline of 9.93%, and a net profit of 522 million yuan, also down 9.05% [13]. - The company's performance has continued to decline into 2025, with a first-quarter revenue drop of 14.2% and a profit decrease of 27%, attributed to poor sales in key markets [13].

Core Viewpoint - Recently, Taoli Bread (603866) issued an apology on its official website regarding non-compliance of its products during a sampling inspection by the State Administration for Market Regulation [1] Summary by Relevant Sections Product Quality Issue - The non-compliant product was the "Chunru Sliced Bread" produced at the Taian factory, with the production batch number 20240425SD1, produced on April 25, 2024, and with a shelf life until May 1, 2024 [1] - A total of 498 bags were produced in this batch, with 21 bags sold online, including 16 bags that were sampled for inspection [1] - The non-compliance was due to total bacterial count exceeding acceptable limits [1] Remedial Actions Taken - The company promptly cooperated with regulatory authorities to conduct inspections and investigations at the Taian factory [1] - A recall and compensation process was initiated for the affected batch of products [1] - Enhanced control measures were implemented for the logistics and delivery of online sales to prevent quality issues due to improper storage and transportation [1] - The frequency of third-party testing has been increased, with 46 batches of similar products sent for testing, all of which have passed [1] Commitment to Food Safety - The company acknowledges the importance of food safety to consumers and expresses deep apologies to its customers for the incident [1] - A commitment to reflect deeply on the situation and to strengthen production and logistics details has been made, ensuring that food safety is prioritized in future operations [1]