企业名称海南佳瀛贸易有限公司法定代表人柳新仁注册资本1500万人民币国标行业批发和零售业>批发 业>其他批发业地址海南省海口市国家高新技术产业开发区美安生态科技新城美安四街广东海南先进制 造业产业园A0号企业类型有限责任公司（非自然人投资或控股的法人独资）营业期限2025-12-8至无固 定期限登记机关海南省市场监督管理局 来源：市场资讯 经营范围含许可经营项目：食品销售；食品互联网销售（许可经营项目凭许可证件经营）一般经营项 目：食品互联网销售（仅销售预包装食品）；食品销售（仅销售预包装食品）；包装服务；日用品销 售；日用品批发；日用百货销售（经营范围中的一般经营项目依法自主开展经营活动，通过国家企业信 用信息公示系统（海南）向社会公示） 天眼查显示，近日，海南佳瀛贸易有限公司成立，法定代表人为柳新仁，注册资本1500万人民币，由佳 禾食品工业股份有限公司全资持股。 序号股东名称持股比例1佳禾食品工业股份有限公司100% ...

部分公司回馈股东情况 数据来源：东方财富Choice数据 郭晨凯 制图 2025年以来，已有包括峨眉山A、千味央厨、佳禾食品等超30家A股公司发布开展股东回馈活动的自愿 性信息披露公告，相比2024年全年的18家，增长近90% ◎记者 胡嘉树 从咖啡到粽子等消费品，从景区门票到酒店住宿、电影票等消费权益，形式多样的"股东福利"正成为A 股资本市场一道新风景线。 上证报记者梳理公开信息发现，2025年以来，已有包括峨眉山A、千味央厨、佳禾食品等超30家A股公 司发布开展股东回馈活动的自愿性信息披露公告，相比2024年全年的18家，增长近90%。 进一步分析发现，发起"股东回馈活动"的主力军是食品饮料、旅游服务等直接面向个人消费者的行业。 从目的来看，这不仅是上市公司为股东"发福利"，更是一种投资者关系管理和扩大品牌影响力的方式。 公司希望股东通过亲身体验，成为其产品的"体验官"和"传播者"，同时，部分公司还希望借此机会征集 股东对公司发展及产品的意见和建议。 这一风潮亦延伸至其他与终端消费者紧密相关的行业。例如，主营POCT快速诊断产品的医药生物企业 英诺特于11月18日公告，公司联合同花顺开展"上市公司股东节 ...

Group 1 - Qianwei Central Kitchen announced a shareholder gift plan, offering frozen product gift packages worth 200 yuan to shareholders holding 100 shares or more, clarifying that this is a seasonal reward and not a stock clearance effort [3][4] - Former Wahaha Group executive Pan Jiajie has joined Guming as Senior Vice President of Supply Chain, focusing on new business incubation, which is expected to enhance the company's supply chain and production management [3][4] - Country Garden Services has formed a strategic partnership with Mengniu Group to collaborate on various dairy products, aiming to reduce delivery costs and improve service efficiency in community logistics [6][7] Group 2 - Lu Hua Group signed a strategic cooperation agreement with NetEase Yanxuan to leverage each other's strengths in channel capabilities and product quality to expand online market reach [6][7] - Zilin Vinegar's main products have received EU organic certification, allowing them to use the EU organic logo and access the EU market [6] - COFCO Technology plans to invest 880 million yuan to build a new starch sugar project in Pingliang, with a capacity of 250,000 tons per year, aiming to fill a gap in the northwest region [6][7] Group 3 - Gai Shi Food launched a new black gold gift box featuring rare seafood, inspired by "Seven Swords Descend from the Sky," targeting various gifting scenarios [7] - Jiangzhong Shiliao introduced a new series of vegetarian noodles, emphasizing high protein and low fat, suitable for health-conscious consumers [7] - The market has seen a rise in discussions around "hormone eggs," with misinformation spreading about their characteristics, highlighting the public's concern for food safety [10][11] Group 4 - Chilean cherry exporters have officially launched the 2025/26 cherry season in China, with over 546,000 tons imported in the previous season, amounting to approximately 3.3 billion USD [12] - Beijing's government has proposed to enhance the modern logistics system, focusing on food safety in key sectors and promoting cold chain logistics for fresh food [12]

证券日报网讯 12月5日，佳禾食品在互动平台回答投资者提问时表示，为感谢广大股东对公司的关心和 支持，同时便于股东更好地了解公司产品，公司自2022年起，已连续4年免费向全体股东赠送公司产 品。未来如有相关活动计划，公司会及时披露。 （编辑 丛可心 袁冠琳） ...

近期，佳禾食品披露投资者关系活动记录表。在核心业务植脂末承压之下，这家曾凭借植脂末占据新茶 饮供应链核心的企业，正经历从 "代工厂" 到 "消费品牌" 的艰难跨越。 佳禾食品 2025 年前三季度的业绩呈现明显 "增收不增利" 特征。财报显示，公司前三季度营业收入 17.7 亿元，同比增长 5.3%；但归母净利润仅 2600 万元，同比大幅下滑 68.5%。净利润下滑的核心原因是原 材料价格上涨与营销费用增加的双重挤压，这一压力直接体现在现金流上 —— 前三季度经营性活动产 生的现金流净额同比下滑 99%，主要源于原物料采购支出增加。 不过，第三季度单季数据释放出积极信号。2025 年三季度，公司营业收入 5.83 亿元，同比微降 3.9%； 归母净利润 1357 万元，同比实现 2.7% 的正增长，终结了此前的连续下滑态势。这一转折背后，既得 益于公司库存周转效率的改善（三季度末库存周转天数较上年同期优化），也离不开餐饮渠道收入占比 的同比小幅提升，显示出公司业务结构调整已初步见效。 转型核心：咖啡 + 植物基双轮驱动，构建 2B2C 协同生态 佳禾食品的转型并非被动应对，而是早有布局。受新茶饮 "去植脂末 ...

Core Viewpoint - Jiahe Food Industrial Co., Ltd. is enhancing investor engagement by participating in the "2025 Suzhou Listed Companies Investor Collective Reception Day" [1] Group 1: Event Details - The event will be held online on December 2, 2025, from 15:30 to 17:00 [1] - Key personnel attending include Secretary of the Board Liu Xinren, CFO Shen Xueliang, and Securities Affairs Representative Gao Zhonglan [1] - Investors can participate through the "Panorama Roadshow" website, WeChat public account, or by downloading the Panorama Roadshow APP [1]

Group 1 - The core point of the article is that Jiahe Food Industry Co., Ltd. will participate in the "2025 Suzhou Listed Companies Investor Reception Day" to enhance interaction with investors [1] - The event is scheduled to take place on December 2, 2025 [1]

届时公司高管将在线就投资者关心的问题，与投资者进行沟通与交流，欢迎 广大投资者踊跃参与！ 关于参加2025苏州上市公司投资者集体接待日 活动的公告 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。 为进一步加强与投资者的互动交流，佳禾食品工业股份有限公司（以下简称 "公司"）将参加"2025 苏州上市公司投资者集体接待日"活动，现将相关事 项公告如下： 出席本次网上集体接待日的人员有：董事会秘书柳新仁先生、财务总监沈学 良先生、证券事务代表郜忠兰女士。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演" （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 12 月 2 日（星期二）15:30-17:00。 证券代码：605300 证券简称：佳禾食品 公告编号：2025-094 佳禾食品工业股份有限公司 特此公告。 佳禾食品工业股份有限公司董事会 2025 年 11 月 27 日 ...

Investment Rating - The report maintains an "Accumulate" rating for the food and beverage industry, indicating a positive outlook for investment opportunities in this sector [5]. Core Insights - The food and beverage industry is experiencing a transformation driven by health-conscious consumer trends, product innovation, and channel expansion, with companies actively enhancing their product offerings and exploring overseas markets [1][9]. - In the liquor segment, the supply side is undergoing continuous changes to seek growth, while the demand side is gradually recovering, highlighting the absolute investment value in the industry [2][3]. - The beverage sector is focusing on product innovation and network expansion to uncover growth potential, with a strong emphasis on health upgrades and premiumization [4][7]. Summary by Relevant Sections Liquor Industry - **Water Well**: The company is optimizing its product matrix and plans to launch a new high-end product in 2025, focusing on brand collaboration and expanding its terminal network [2]. - **Jiu Gui Jiu**: The brand is implementing a strategic focus on brand depth and product line simplification, with expectations for improved sales performance [3]. - **She De Jiu Ye**: The company is maintaining its core strategy while expanding its product offerings, particularly in e-commerce, to drive growth [3]. Beverage Industry - **Kang Shi Fu**: The company is committed to innovation and quality, focusing on expanding its product range to meet diverse consumer needs [4]. - **Unified Enterprises**: The company is experiencing stable performance with a focus on product innovation and market expansion, particularly in the instant noodle and beverage segments [7]. - **Hua Run Beverage**: Short-term performance is under pressure due to competition, but long-term growth prospects remain strong due to the essential nature of its products [7]. Health and Wellness Trends - **Anqi Yeast**: The company is targeting over 10% revenue growth, with a focus on expanding its overseas market presence and maintaining cost advantages [9]. - **Xian Le Health**: The company is advancing its global strategy and product innovation to capture new consumer trends, with a focus on high-margin products [9]. - **Jian Yi Health**: The company is enhancing its probiotic offerings and expanding its product lines to meet evolving consumer demands [10]. Overall Market Trends - The food and beverage industry is witnessing a shift towards healthier products and innovative marketing strategies, with companies adapting to changing consumer preferences and exploring new growth avenues [1][4].

Core Insights - The event "I am a Shareholder" organized by Guohai Securities showcased Jiahe Food Industrial Co., Ltd., highlighting its strategic achievements in the coffee industry, product innovation, and channel expansion [1] Group 1: Company Overview - Jiahe Food was established in 2001, starting with a registered capital of 1 million and 3 acres of land, and has since grown to 16 subsidiaries and five factories, focusing on three main business lines: powdered oils, coffee, and plant-based beverages [2] - The company has launched three major consumer product lines: coffee, oat milk, and milk tea, with oat milk emphasizing a "whole grain" health concept developed in collaboration with the National Grain Science Institute [2] Group 2: Production and Quality Control - The Jinmao Coffee factory, a key focus of the event, spans 35,000 square meters and features fully automated production lines covering the entire coffee production process from roasting to packaging [3] - The factory employs advanced equipment, including German Probat roasters and GA extraction systems, ensuring flavor consistency and production efficiency [3] - Jiahe Food emphasizes quality control and sustainability, sourcing coffee beans from major global production areas and implementing direct sourcing projects to stabilize raw material supply [3] Group 3: Management Dialogue - During the dialogue, the coffee product line manager highlighted that the core advantages of Jinmao Coffee lie in supply chain stability and R&D capabilities, with a reported growth rate of over 60% for the coffee business this year [4] - The company prioritizes food safety, implementing strict supplier admission systems and traceability measures, and is recognized as a model for food safety responsibility in Jiangsu Province [4] - Guohai Securities noted that despite competitive pressures in the food industry, segments like coffee are experiencing rapid growth, and Jiahe Food's comprehensive control over the supply chain positions it well for market share expansion [4] Group 4: Strategic Direction - The event underscored Jiahe Food's commitment to transforming from a raw material supplier to a brand operator, leveraging technology to drive value upgrades in response to new consumer trends [5] - With ongoing capacity expansion in coffee production and deepening consumer channels, Jiahe Food aims to achieve high-quality development through a dual strategy of "manufacturing + branding" [5]