Core Insights - The beverage and dairy sector experienced a rise of 0.51% on January 28, with Liziyuan leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Sector Performance - Liziyuan (605337) closed at 13.56, up 5.85% with a trading volume of 388,600 shares [1] - Sanyuan (600429) closed at 5.45, up 4.21% with a trading volume of 482,000 shares [1] - Dongpeng Beverage (605499) closed at 254.51, up 3.54% with a trading volume of 47,700 shares [1] - Other notable performers include Weiwe (600300) up 1.65% and Qishi Dairy (920786) up 1.18% [1] Capital Flow - The beverage and dairy sector saw a net inflow of 1.51 million yuan from institutional investors, while retail investors contributed a net inflow of 12.8 million yuan [2] - However, there was a net outflow of 129 million yuan from speculative funds [2] Individual Stock Capital Flow - Liziyuan had a net inflow of 62.55 million yuan from institutional investors, but a net outflow of 17.26 million yuan from speculative funds [3] - Yili (600887) saw a net inflow of 33.78 million yuan from institutional investors, but a significant net outflow of 71.72 million yuan from speculative funds [3] - Sanyuan (600429) had a net inflow of 22.36 million yuan from institutional investors, while retail investors experienced a net outflow of 27.12 million yuan [3]

信网1月27日讯 近日，陕西佳禾食品有限公司因向西安东仪中学生产销售黄曲霉毒素B1超标的"白花 生米"，被西安市市场监督管理局处罚。 行政处罚决定书显示，2025年9月9日，陕西佳禾食品有限公司向西安东仪中学生产销售的8袋"白花生 米"（2.5kg/袋，33元/袋），经西安市雁塔区市场监督管理局委托抽检，显示黄曲霉毒素B1项目不符合 GB 2761-2017《食品安全国家标准 食品中真菌毒素限量》要求，检验结论为不合格。经核查，涉案产 品原材料系当事人从西咸新区沣东新城新常胜粮油店购进的，购进时未索取检测报告。 行政处罚决定书显示，2025年9月9日，陕西佳禾食品有限公司向西安东仪中学生产销售的8袋"白花生 米"（2.5kg/袋，33元/袋），经西安市雁塔区市场监督管理局委托抽检，显示黄曲霉毒素B1项目不符合 GB 2761-2017《食品安全国家标准 食品中真菌毒素限量》要求，检验结论为不合格。经核查，涉案产 品原材料系当事人从西咸新区沣东新城新常胜粮油店购进的，购进时未索取检测报告。 依据《中华人民共和国食品安全法（2021修正）》第一百二十四条第一款第一项的规定及《中华人民共 和国食品安全法(2025修 ...

证券代码：605300 证券简称：佳禾食品 公告编号：2026-006 佳禾食品工业股份有限公司 关于使用部分暂时闲置募集资金进行现金管理提前 赎回并继续进行现金管理的进展公告 投资种类： 固定收益凭证（按约定还本付息） 投资产品名称：中信证券股份有限公司节节升利系列 4334 期收益凭证 投资金额：10,000 万元 本次现金管理产品在敲出观察日触发了挂钩标的组合收益表现水平大于或 等于敲出水平的提前终止事件，根据现金管理产品的有关条款提前终止，公司已 于 2026 年 1 月 22 日收回本金 10,000 万元，并获得收益 71 万元，具体情况如下： | 产品名称 | | 受托人名称 | 产品金额 | 起息日 | 到期日 | 年化收益率 | 赎回金额 | 实际收益 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （万元） | | | （%） | （万元） | （万元） | | 中信证券股 | | | | | | | | | | 份有限公司 | | 中信证券股 | | | 2026/1/20 | | | | | 安泰保盈系 ...

Market Overview - The beverage and dairy sector experienced a decline of 0.18% on January 23, with Miaokelan leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Quanyangquan (code: 681009) with a closing price of 8.37, up 2.45% and a trading volume of 419,500 shares, totaling 351 million yuan [1] - Huanlejia (code: 300997) closed at 24.80, up 2.31% with a trading volume of 98,400 shares, totaling 242 million yuan [1] - Qiaoyuan Beverage (code: 603156) closed at 33.86, up 1.93% with a trading volume of 108,900 shares, totaling 364 million yuan [1] - Conversely, the following stocks saw declines: - Miaokelan (code: 600882) closed at 23.75, down 3.34% with a trading volume of 153,200 shares, totaling 368 million yuan [2] - Weiweijia (code: 600300) closed at 3.71, down 2.11% with a trading volume of 665,200 shares, totaling 248 million yuan [2] - New Dairy (code: 002946) closed at 19.19, down 1.34% with a trading volume of 45,200 shares, totaling 86.94 million yuan [2] Capital Flow - The beverage and dairy sector saw a net outflow of 141 million yuan from institutional investors, while retail investors contributed a net inflow of 229 million yuan [2] - Detailed capital flow for selected stocks includes: - Yili Group (code: 600887) with a net inflow of 1.10 billion yuan from institutional investors, but a net outflow of 162.69 million yuan from retail investors [3] - Huangshi Group (code: 002329) had a net inflow of 13.98 million yuan from institutional investors, with a net outflow of 5.66 million yuan from retail investors [3] - Liziyuan (code: 605337) saw a net inflow of 8.75 million yuan from institutional investors, with a net outflow of 1.70 million yuan from retail investors [3]

出品：新浪财经上市公司研究院 作者：郝显 近日，佳禾食品发布2025年业绩预告，宣布2025年实现归母净利润3000.55万元到4500.52万元，与上年 同期（法定披露数据）相比，同比减少46.38%到64.25%。实现扣非净利润856.87万元到1285.22万元， 同比减少81.78%到87.85%。 公司解释业绩大幅下滑原因：受原材料价格上涨因素影响，公司产品成本较上年同比增加；持续积极开 拓布局咖啡等产品业务，大力拓展C端销售渠道，导致营销费用较上年同期增长。 事实上，在风起云涌的"0植脂末"运动下，佳禾食品核心收入来源植脂末受到很大冲击，收入持续萎 缩。另一方面，受原材料价格上涨、销量下滑的影响，公司毛利率迅速降低，2025年前三季已经低至 12.56%，扣非净利率更是低至0.59%，已经徘徊在盈亏线上。 "0植脂末"运动冲击佳禾食品 佳禾食品核心收入来源是植脂末产品，被称为"植脂末第一股"。 植脂末俗称"奶精"，能起到增香增 脂、改善口感的作用，广泛应用于速溶咖啡、奶茶、冰激凌、面包、饼干等食品。但是在加工过程中， 氢化植物油不完全氢化可能会产生反式脂肪酸，过量摄入反式脂肪酸，会导致血液胆固醇水 ...

证券代码：605300 证券简称：佳禾食品 公告编号：2026-005 佳禾食品工业股份有限公司2025年年度业绩预告 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: 预计2025年年度实现归属于上市公司股东的扣除非经常性损益的净利润856.87万元到1,285.22万元，与 上年同期（法定披露数据）相比，将减少5,767.65万元到6,196.00万元，同比减少81.78%到87.85%。 （三）本次业绩预告的2025年年度数据未经会计师审计。 ● 本期业绩预告适用于实现盈利，且净利润与上年同期相比下降50%以上的情形。 ● 佳禾食品工业股份有限公司（以下简称"公司"）2025年年度实现归属于上市公司股东的净利润预计为 3,000.55万元到4,500.52万元，与上年同期（法定披露数据）相比，将减少3,893.20万元到5,393.17万元， 同比减少46.38%到64.25%。 ● 公司2025年年度实现归属于上市公司股东的扣除非经常性损益的净利润预计为856.87万元到1,285.22 万元，与上年同期 ...

Core Viewpoint - Jiahe Food (605300.SH) expects a significant decline in net profit for the fiscal year 2025, projecting a decrease of 46.38% to 64.25% compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of approximately 30.01 million to 45.01 million yuan for 2025, which represents a reduction of 38.93 million to 53.93 million yuan year-on-year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 8.57 million to 12.85 million yuan, indicating a decrease of 57.68 million to 61.96 million yuan compared to the previous year [1] - This results in a year-on-year decline of 81.78% to 87.85% in the adjusted net profit [1]

Group 1 - The company emphasizes the importance of market value management and focuses on its development strategy to enhance core competitiveness [1] - The company is committed to shareholder returns through continuous cash dividends and aims for high-quality development [1] - Stock price fluctuations in the secondary market are influenced by multiple factors, including macroeconomic conditions, industry cycles, and market sentiment [1]

Group 1 - The company Jiahe Food announced an earnings forecast on January 16, expecting a net profit attributable to shareholders for the year 2025 to be between 30.055 million and 45.052 million yuan, representing a decrease of 38.932 million to 53.932 million yuan compared to the previous year, which is a year-on-year decline of 46.38% to 64.25% [1] - The primary reason for the performance change is the impact of the main business, with rising raw material prices leading to an increase in product costs compared to the previous year [1] - The company is actively expanding its product offerings, particularly in coffee, and significantly increasing its C-end sales channels, which has resulted in a rise in marketing expenses compared to the same period last year [1]

Profit Projections - The estimated net profit for 2025 is projected to be between 30.01 million and 45.01 million CNY, representing a decrease of 38.93 million to 53.93 million CNY compared to the previous year, a decline of 46.38% to 64.25%[2] - The estimated net profit attributable to shareholders, excluding non-recurring gains and losses, is expected to be between 8.57 million and 12.85 million CNY, a decrease of 57.68 million to 61.96 million CNY year-on-year, reflecting a decline of 81.78% to 87.85%[3] - The total profit for the year 2024 was 111.40 million CNY, with a net profit attributable to shareholders of 83.94 million CNY and a net profit excluding non-recurring gains and losses of 70.53 million CNY[5] Reasons for Profit Decline - The main reasons for the profit decline include increased product costs due to rising raw material prices and higher marketing expenses from expanding C-end sales channels[6] Company Strategy - The company is actively expanding its product offerings, particularly in the coffee sector, which has contributed to increased marketing costs[6] Financial Data Caution - The financial data provided in the forecast is preliminary and has not been audited by a registered accountant, emphasizing the need for caution among investors[7][8] - There are no significant uncertainties affecting the accuracy of this earnings forecast[7]