Workflow
Ganso(603886)
icon
Search documents
月饼人的“超级大年”没有到来
Xin Lang Cai Jing· 2025-10-07 19:16
美食家陈晓卿曾说:"月饼是一种很奇怪的东西,只有当你远离它,才会发现它的美好"。身为季节性食 品,月饼在不少人心中是一门"一个月可以赚一年钱"的生意,甚至也跑出了如广州酒家、元祖股份和五 芳斋等"月饼巨头"。 从广式、苏式到滇式的流派大战,再到各类联名、跨界玩家的产品大战,每一年的"月饼江湖"似乎都有 类似的故事,也从不缺硝烟和战火。 文 | 山核桃 编者按: 作为下半年最长的假期,国庆既是消费爆发的集中池,同样也是最好的观察窗口。 过去的大半年里,市场的焦虑、不确定性,孕育了大量的新业态、新概念、新品牌,这些新 花样成色究竟如何?一切都将在这个黄金周,在和用户钱包的真实碰撞中,试出最终的真 金。 财经无忌将推出国庆特别策划,聚焦食品、黄金和智驾等行业的深度消费观察,揭开这 个"黄金周"火热消费背后的真实景象。 又是一年中秋,在不少人看来,国庆叠加中秋,今年是一个典型的"月饼大年"。 在不少烘焙人心中,不可否认的是,月饼依旧是一门令人艳羡的好生意——高达50-60%的毛利,兼具 节庆和文化属性自然带来高溢价的可能。据艾媒咨询数据,早在2023年中国月饼销售规模已达271.3亿 元。 但新的变化也在发生,一个讲 ...
元祖股份(603886) - 元祖股份关于召开2025年半年度业绩说明会的公告
2025-09-16 07:46
的意见和建议。 证券代码:603886 证券简称:元祖股份 公告编号:2025-034 上海元祖梦果子股份有限公司 关于召开2025年半年度业绩说明会的公告 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: 一、说明会类型 上海元祖梦果子股份有限公司(以下简称"公司")已于 2025 年 8 月 27 日 在上海证券交易所网站(www.sse.com.cn)披露了《元祖股份 2025 年半年度报 告》及《元祖股份 2025 年半年度报告摘要》。为便于广大投资者更加全面深入地 了解公司经营业绩、发展战略等情况,公司定于 2025 年 09 月 24 日(星期三) 10:00-11:00 在"价值在线"(www.ir-online.cn)举办上海元祖梦果子股份有 限公司 2025 年半年度业绩说明会,与投资者进行沟通和交流,广泛听取投资者 会议召开时间:2025 年 09 月 24 日(星期三)10:00-11:00 会议召开地点:价值在线(www.ir-online.cn) 会议召开方式:网络互动方式 会议问题征集 ...
休闲食品板块9月5日涨0.16%,来伊份领涨,主力资金净流出8042.71万元
Market Overview - The leisure food sector increased by 0.16% on September 5, with Laiyifen leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Key Performers - Laiyifen (603777) closed at 14.78, up 3.07% with a trading volume of 290,800 shares and a turnover of 421 million yuan [1] - Other notable performers include: - Huangshanghuang (002695) at 12.33, up 1.40% [1] - Guangzhou Restaurant (603043) at 17.61, up 1.32% [1] - Yuanzu Co. (603886) at 13.34, up 1.14% [1] Underperformers - Salted Fish (002847) closed at 72.17, down 1.65% with a trading volume of 58,900 shares and a turnover of 420 million yuan [2] - Other underperformers include: - Ximai Food (002956) at 21.25, down 1.62% [2] - Youyou Food (603697) at 12.58, down 0.94% [2] Capital Flow - The leisure food sector experienced a net outflow of 80.43 million yuan from institutional investors, while retail investors saw a net inflow of 72.85 million yuan [2] - Notable capital flows include: - Laiyifen had a net inflow of 11.73 million yuan from institutional investors [3] - Yuanzu Co. saw a net inflow of 12.58 million yuan from institutional investors [3]
休闲食品板块9月4日涨0.68%,桂发祥领涨,主力资金净流入2775.36万元
Group 1 - The leisure food sector increased by 0.68% on September 4, with Gui Faxiang leading the gains [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] - Notable performers in the leisure food sector included Gui Faxiang, which rose by 6.12% to a closing price of 13.00, and Lai Yifen, which increased by 5.05% to 14.34 [1] Group 2 - The leisure food sector saw a net inflow of 27.75 million yuan from main funds, while retail investors contributed a net inflow of 84.39 million yuan [2] - Major stocks like San Zhi Song Shu and Lai Yifen experienced significant net outflows from speculative funds, with San Zhi Song Shu seeing a net outflow of 3.71 million yuan [2] - The data indicates a mixed sentiment among different types of investors, with main funds showing positive interest while speculative funds withdrew [2]
【盘中播报】73只股长线走稳 站上年线
Market Overview - The Shanghai Composite Index is at 3757.36 points, with a decline of 1.47% and total A-share trading volume of 20349.66 billion yuan [1] - As of now, 73 A-shares have surpassed their annual line, with notable stocks showing significant deviation rates [1] Notable Stocks - Stocks with the highest deviation rates include: - Aibulu (301259) with a deviation rate of 8.09% and a price increase of 10.22% [1] - Gongxiao Daji (000564) with a deviation rate of 8.06% and a price increase of 8.56% [1] - Shenglong Co. (603178) with a deviation rate of 6.11% and a price increase of 10.02% [1] - Other stocks with lower deviation rates that have just crossed the annual line include: - Weiguang Biological, Changjiang Electric Power, and Yunnan Tourism [1] Deviation Rate Rankings - The top stocks by deviation rate on September 4 include: - Aibulu (301259): Latest price 47.35 yuan, annual line 43.81 yuan [1] - Gongxiao Daji (000564): Latest price 2.79 yuan, annual line 2.58 yuan [1] - Shenglong Co. (603178): Latest price 20.54 yuan, annual line 19.36 yuan [1] - Additional stocks with notable performance include: - Wufangzhai (603237) with a deviation rate of 4.78% [1] - Yuanzhu Co. (603886) with a deviation rate of 3.50% [1]
休闲食品板块9月3日跌2.28%,有友食品领跌,主力资金净流出2.64亿元
Core Viewpoint - The leisure food sector experienced a decline of 2.28% on September 3, with Youyou Food leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3813.56, down 1.16% [1] - The Shenzhen Component Index closed at 12472.0, down 0.65% [1] - Youyou Food's stock price fell by 9.77% to 12.37 [1] - Other notable declines include Maijiao (-5.03%), Lihigh Food (-4.90%), and Guifaxiang (-4.45%) [1] Group 2: Trading Volume and Value - Youyou Food had a trading volume of 280,100 shares and a transaction value of 366 million yuan [1] - Lihigh Food recorded a transaction value of 234 million yuan with a trading volume of 48,500 shares [1] - Guifaxiang had a transaction value of 181 million yuan with a trading volume of 145,100 shares [1] Group 3: Capital Flow - The leisure food sector saw a net outflow of 264 million yuan from main funds, while retail investors contributed a net inflow of 283 million yuan [2] - Speculative funds experienced a net outflow of 18.87 million yuan [2]
休闲食品板块9月2日跌1.24%,紫燕食品领跌,主力资金净流出2.62亿元
Market Overview - The leisure food sector experienced a decline of 1.24% on September 2, with Ziyan Food leading the drop [1][2] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - Ziyan Food's stock price fell by 6.72% to 23.75, with a trading volume of 66,300 shares and a transaction value of 162 million yuan [2] - Other notable declines include: - Ximai Food down 2.82% to 21.40 - Guifaxiang down 2.81% to 12.82 - Three Squirrels down 2.43% to 26.11 [2] Trading Volume and Capital Flow - The leisure food sector saw a net outflow of 262 million yuan from main funds, while retail investors contributed a net inflow of 253 million yuan [2][3] - The trading volume for various stocks included: - Taoli Bread with a closing price of 5.69 and a trading volume of 250,700 shares [1] - Yanzhu Co. with a closing price of 13.17 and a trading volume of 44,400 shares [1] Capital Inflow Analysis - Main funds showed a net inflow in stocks like Taoli Bread (10.27 million yuan) and Youyou Food (3.91 million yuan) [3] - Conversely, stocks like Black Sesame and Maiqu'er experienced net outflows of -20.11 million yuan and -203.98 million yuan, respectively [3]
休闲食品板块9月1日涨0.05%,洽洽食品领涨,主力资金净流出235.67万元
Market Overview - The leisure food sector increased by 0.05% on September 1, with Qiaqia Food leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Leisure Food Sector - Zhizhi Food (002557) closed at 23.17, up 3.58% with a trading volume of 165,300 shares and a turnover of 385 million yuan [1] - Haoxiangni (002582) closed at 10.70, up 3.48% with a trading volume of 375,400 shares and a turnover of 401 million yuan [1] - Liangpinpuzi (603719) closed at 13.62, up 3.10% with a trading volume of 126,000 shares and a turnover of 170 million yuan [1] Top Losers in Leisure Food Sector - Wancheng Group (300972) closed at 204.70, down 3.35% with a trading volume of 65,500 shares and a turnover of 1.337 billion yuan [2] - Chongwu Food (603057) closed at 25.46, down 2.26% with a trading volume of 50,600 shares and a turnover of 130 million yuan [2] - Youyou Food (603697) closed at 13.82, down 2.12% with a trading volume of 225,800 shares and a turnover of 314 million yuan [2] Capital Flow Analysis - The leisure food sector experienced a net outflow of 2.3567 million yuan from institutional investors, while retail investors saw a net inflow of 14.3 million yuan [2][3] - Major stocks like Zhizhi Food had a net inflow of 63.1025 million yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trend indicates a mixed sentiment among different types of investors within the leisure food sector [3]
休闲食品板块8月28日涨0.17%,万辰集团领涨,主力资金净流出1.2亿元
Market Overview - The leisure food sector increased by 0.17% on August 28, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Individual Stock Performance - Wancheng Group (300972) closed at 176.50, up 5.35% with a trading volume of 38,400 lots and a transaction value of 666 million [1] - Lihai Food (300973) closed at 48.29, up 2.29% with a trading volume of 54,300 lots [1] - Huangshanghuang (002695) closed at 12.59, up 2.11% with a trading volume of 122,600 lots [1] - Other notable stocks include Nanchao Food (605339) and Laiyifen (603777), which saw increases of 1.34% and 0.87% respectively [1] Fund Flow Analysis - The leisure food sector experienced a net outflow of 120 million from institutional investors, while retail investors saw a net inflow of 1.29 billion [2][3] - Major stocks like Wancheng Group had a net inflow of 99.43 million from institutional investors, while retail investors had a net outflow of 70.15 million [3] - Lihai Food saw a net inflow of 38.10 million from institutional investors, but a net outflow of 59.11 million from retail investors [3]
元祖股份净利降96% 线下销售收入跌39%门店反增20家
Chang Jiang Shang Bao· 2025-08-28 07:23
Core Insights - The company, Yuanzhu Co., Ltd. (元祖股份), reported a significant decline in revenue and net profit for the first half of 2025, with revenue at 829 million yuan, down 13.71% year-on-year, and net profit at 1.23 million yuan, down 96.26% [1][3][4] Financial Performance - In the first half of 2025, the company's revenue from offline sales was 215 million yuan, a decrease of 39.33% year-on-year [1][7] - The total number of offline stores increased to 777, up from 757 a year earlier, indicating a net addition of 20 stores despite declining sales [1][7] - The company's sales expenses reached 453 million yuan, a decrease of 4.26%, but still accounted for approximately 55% of total revenue [4] Product Performance - Revenue from different product categories showed declines: cakes at 412 million yuan (down 14.58%), Western and Chinese pastries at 362 million yuan (down 13.64%), and other products at 21.89 million yuan (down 17.22%) [3][5] - The gross profit margins for cakes and pastry gift boxes were reported at 71.3% and 56.9%, respectively [3] Market Strategy - The company is focusing on expanding its presence in southern markets while optimizing underperforming stores in mature markets [1][8] - Yuanzhu Co., Ltd. aims to enhance market competitiveness through precise marketing strategies and differentiation [4][6] Industry Context - The Chinese baking market is projected to grow, with a retail market size of 611.07 billion yuan in 2024, expected to reach 859.56 billion yuan by 2029, indicating significant growth potential despite the company's current challenges [5][6]