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]

二、本次变更的质量控制复核人基本信息、诚信情况和独立性 徐海峰先生，2000 年取得中国注册会计师资格。徐海峰 1996 年开始在毕 马威华振执业，1998 年开始从事上市公司审计，从 2025 年开始为本公司提供 审计服务。徐海峰近三年签署或复核上市公司审计报告 21 份。 证券代码：603886 证券简称：元祖股份 公告编号：2025-029 上海元祖梦果子股份有限公司 关于变更会计师事务所项目质量控制复核人的公告 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个别及连带责任。 上海元祖梦果子股份有限公司（以下简称"公司"）于2025年3月24日召开第 五届董事会第二次会议及第五届监事会第二次会议，审议通过了《关于续聘2025 年度财务审计机构及内控审计机构的议案》，同意继续聘请毕马威华振会计师事 务所（特殊普通合伙）（以下简称"毕马威华振"）为公司2025年度财务报告和 内部控制审计机构，并经公司2024年年度股东大会审议通过。近日，公司收到毕 马威华振《关于变更上海元祖梦果子股份有限公司2025年度质量控制复核人的 函》，具体情 ...

Market Overview - The leisure food sector experienced a decline of 0.97% on August 21, with Gui Faxiang leading the drop [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] Individual Stock Performance - Notable gainers included: - Guangzhou Restaurant: closed at 16.87, up 1.63% with a trading volume of 70,500 shares and a turnover of 118 million yuan [1] - Zhizhi Food: closed at 23.57, up 1.29% with a trading volume of 90,100 shares and a turnover of 211 million yuan [1] - Haoxiangni: closed at 10.50, up 1.25% with a trading volume of 475,500 shares and a turnover of 505 million yuan [1] - Significant decliners included: - Gui Faxiang: closed at 13.22, down 8.19% with a trading volume of 500,100 shares and a turnover of 684 million yuan [2] - Wancheng Group: closed at 152.40, down 2.55% with a trading volume of 17,300 shares and a turnover of 267 million yuan [2] - Yanjinpuzi: closed at 72.33, down 2.20% with a trading volume of 49,800 shares and a turnover of 366 million yuan [2] Capital Flow Analysis - The leisure food sector saw a net outflow of 273 million yuan from institutional investors, while retail investors contributed a net inflow of 232 million yuan [2] - The table of capital flow indicates varying levels of net inflow and outflow among individual stocks, with Guangzhou Restaurant experiencing a net inflow of 11.14 million yuan from institutional investors [3] - Other stocks like Tali Bread and Ximai Food also showed mixed capital flows, with Tali Bread seeing a net outflow of 2.56 million yuan from retail investors [3]

Market Performance - The leisure food sector increased by 0.89% on August 15, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Top Gainers - Wancheng Group (300972) closed at 154.74, up 2.71% with a trading volume of 21,000 lots [1] - Yanjinpuzi (002847) closed at 73.40, up 2.46% with a trading volume of 40,300 lots [1] - Huangshanghuang (002695) closed at 13.39, up 1.90% with a trading volume of 198,400 lots [1] Top Losers - Guifaxiang (002820) closed at 14.56, down 5.45% with a trading volume of 514,600 lots [2] - Ziyuan Food (603057) closed at 22.26, down 5.24% with a trading volume of 88,700 lots [2] - Maiqu'er (002719) closed at 9.55, down 0.93% with a trading volume of 77,500 lots [2] Capital Flow - The leisure food sector experienced a net outflow of 196 million yuan from institutional investors, while retail investors saw a net inflow of 188 million yuan [2][3] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2][3] Individual Stock Capital Flow - Wancheng Group saw a net inflow of 2.9761 million yuan from institutional investors, while retail investors contributed a net inflow of 2.1847 million yuan [3] - Lihai Food (300973) had a net inflow of 2.2462 million yuan from institutional investors, but a net outflow of 3.6142 million yuan from retail investors [3] - Guangzhou Restaurant (603043) experienced a net inflow of 1.0068 million yuan from institutional investors, while retail investors had a net outflow of 3.0864 million yuan [3]

Core Viewpoint - Shanghai Yuanzhu Mengguozi Co., Ltd. (stock code: 603886) disclosed a share reduction by its shareholders, indicating a strategic financial decision without affecting company control [1] Group 1: Shareholder Actions - Zhuhai Lanxin Growth Consulting Management Partnership (Limited Partnership) and its action-in-concert party, Tianjin Lanxin Management Consulting Co., Ltd., reduced their holdings by a total of 1,138,200 shares, accounting for 0.47% of the company's total equity [1] - The average reduction price was between 12.71 and 12.72 yuan per share, resulting in a cash-out of approximately 14.47 million yuan [1] - Following the reduction, Lanxin Growth's shareholding decreased from 3.47% to 3.21%, while Lanxin Management's shareholding fell from 2% to 1.79%, leading to a combined holding drop from 5.47% to 5% [1] Group 2: Future Plans and Implications - The shareholders plan to reduce up to 2.4 million shares (1% of total equity) between July 30 and October 29, 2025, with the current reduction plan still ongoing [1] - The information disclosure obligor stated that the reduction is part of their financial planning, and there is a possibility of further share adjustments within the next 12 months [1] - This change in equity will not lead to a change in company control and will have no direct impact on operations [1]

Core Viewpoint - The announcement details a significant equity change involving major shareholders of Shanghai Yuanzhu Dream Fruit Co., Ltd., specifically the reduction of shareholding by over 5% threshold by Zhuhai Lanxin Growth Consulting Management Partnership and its acting party [1][2]. Group 1: Shareholder Information - The information disclosure obligors include Zhuhai Lanxin Growth Consulting Management Partnership and Tianjin Lanxin Management Consulting Co., Ltd. [1][10]. - The registered capital of Zhuhai Lanxin is RMB 65.38 million, and it was established on November 2, 2015 [10]. Group 2: Equity Change Details - The equity change occurred as Zhuhai Lanxin reduced its holdings from 5.47% to 5.00% by selling a total of 1,138,200 shares, which represents 0.47% of the total share capital [2][15]. - The reduction was executed through centralized bidding from July 30 to August 7, 2025, with Zhuhai Lanxin selling 638,200 shares and Tianjin Lanxin selling 500,000 shares [2][15]. Group 3: Future Plans and Compliance - The reduction aligns with the previously disclosed plan to sell up to 2,400,000 shares, not exceeding 1% of the total share capital, within a three-month period starting from the announcement date [1][14]. - The company will continue to monitor compliance with relevant regulations and ensure timely disclosure of any further changes [4][14].

Core Viewpoint - The report details the equity changes of Shanghai Yuanzu Mengguozi Co., Ltd., indicating a reduction in shareholding by the information disclosure obligors, which has brought their combined ownership below 5% of the total shares [1][2]. Group 1: Information Disclosure Obligors - The information disclosure obligors are Zhuhai Lanxin Growth Consulting Management Partnership (Limited Partnership) and Lanxin Management Consulting (Tianjin) Co., Ltd. [1][4] - The registered capital of Zhuhai Lanxin is RMB 65.38 million, and it was established on November 2, 2015 [4][5]. - Lanxin Management has a registered capital of RMB 1 million and was established on October 26, 2011 [5]. Group 2: Shareholding Changes - Before the equity change, Lanxin Growth held 8,338,277 shares (3.47% of total shares), which decreased to 7,700,077 shares (3.21%) after the change [7][8]. - Lanxin Management's shares decreased from 4,800,000 (2.00%) to 4,300,000 (1.79%) [7][8]. - The total shares held by both obligors decreased from 13,138,277 (5.47%) to 12,000,077 (5.00%) [7][8]. Group 3: Purpose and Future Plans - The purpose of the equity change was for the obligors' own financial planning and reduction of holdings [6][7]. - The obligors plan to reduce up to 2,400,000 shares (not exceeding 1% of total shares) through centralized bidding from July 30, 2025, to October 29, 2025 [6][7]. Group 4: Compliance and Legal Responsibility - The report confirms that the information disclosure obligors have complied with relevant laws and regulations, ensuring the report does not contain false records or misleading statements [2][11]. - The obligors are responsible for the truthfulness, accuracy, and completeness of the report [2][11].

Core Viewpoint - The announcement details a reduction in shareholding by major shareholders of Yuanzu Co., with the shareholding percentage decreasing from 5.47% to 5.00% due to recent transactions [1][2]. Group 1: Shareholding Changes - Zhuhai Lanxin Growth Consulting Management Partnership (Limited Partnership) and its action-in-concert party, Lanxin Management Consulting (Tianjin) Co., Ltd., have reduced their combined shareholding from 5.47% to 5.00% [1][2]. - The reduction involved a total of 1,138,200 shares, with Lanxin Growth selling 638,200 shares (0.27% of total shares) and Lanxin Management selling 500,000 shares (0.21% of total shares) during the period from July 30, 2025, to August 7, 2025 [2]. Group 2: Compliance and Reporting - The shareholding change aligns with previously disclosed plans, and the company has prepared a simplified equity change report in accordance with relevant regulations [3]. - The company assures that the information provided by the shareholders is true, accurate, and complete, with no false records or misleading statements [1].

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 从薪酬来看，A股食品饮料行业财务总监薪酬总金额为9415.59万元，薪酬均值为95.11万元。 分行业来看，A股市场99家食品行业公司财务总监薪酬均值为95.11万元（数据来源于choice，截止2024 年末任期不满1年的不参与统计，CFO包括部分公司总会计师等），高于市场均值。 从年龄分布来看，40（含）-50岁是主力人群，人数达到49位，占比达到49%；其次是50（含）岁以 上，占比达到42%；30（含）-40的CFO占比仅为8%，年龄中位数为49岁。 承德露露CFO丁兴贤年纪最大，达到62岁。丁兴贤目前身兼数职，是承德露露总经理、财务负责人， 2019年4月开始任职。元祖股份CFO刘政年纪最小，仅32岁，从2023年10月开始任职。 从学历来看，以本科为主，占比达到58%；其次是硕士，达到28%。 ...

每经AI快讯，8月8日，元祖股份（603886）公告，珠海兰馨成长咨询管理合伙企业(有限合伙)、兰馨管 理咨询(天津)有限公司因自身资金规划需要，通过集中竞价交易方式减持公司股份113.82万股，减持价 格区间为12.71-12.72元/股，合计减持金额约为1447.02万元。此次权益变动后，两股东合计持有公司股 份从1313.83万股减少至1200.01万股，占公司总股本的比例从5.47%降至5.00%，触及5%的整数倍。变动 股份不存在质押、冻结或其他限制。两股东未来12个月内不排除继续增减持的可能性。 ...