Group 1 - The company, Jiahe Food Industrial Co., Ltd., expects a net profit attributable to shareholders for the first half of 2025 to be between 10.5553 million and 15.8297 million yuan, indicating a significant decline compared to the previous year [1][2] - The estimated net profit after deducting non-recurring gains and losses is projected to be between 2.3682 million and 3.5515 million yuan, representing a year-on-year decrease of 94.24% to 96.16% [1][2] - The previous year's net profit attributable to shareholders for the first half of 2024 was 69.4439 million yuan, with a profit total of 88.6728 million yuan [2] Group 2 - The increase in marketing expenses compared to the same period last year is cited as a primary reason for the decrease in performance [2] - Non-recurring gains and losses did not have a significant impact on the company's performance changes [2] - The performance forecast is based on preliminary calculations by the company's finance department and has not yet been audited by registered accountants [2]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts a substantial decline in H1 2025 net profit attributable to shareholders and non-recurring adjusted net profit, based on preliminary unaudited data 2025 Semi-Annual Performance Forecast | Metric | 2025 H1 Estimate | Year-on-Year Change | | :--- | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | 10.5553 million yuan - 15.8297 million yuan | Decrease 77.21% - 84.80% | | Net Profit After Deducting Non-recurring Gains and Losses | 2.3682 million yuan - 3.5515 million yuan | Decrease 94.24% - 96.16% | - This performance forecast data represents preliminary estimates and has not been audited by accountants[2](index=2&type=chunk)[5](index=5&type=chunk) [Prior Period Performance and Financial Status](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%83%85%E5%86%B5) H1 2024 financial results, including net profit attributable to shareholders and non-recurring adjusted net profit, establish the baseline for the current performance forecast 2024 Semi-Annual Performance Review | Metric | Amount | | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | 69.4439 million yuan | | Net Profit After Deducting Non-recurring Gains and Losses | 61.6541 million yuan | | Earnings Per Share | 0.17 yuan | [Primary Reasons for Current Period Performance Decline](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%87%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The performance decline is primarily due to increased product costs from rising raw material prices and higher marketing expenses for coffee product and B2C channel expansion - Core business was impacted by short-term raw material price increases, leading to a year-on-year rise in product costs[9](index=9&type=chunk) - The company continued to develop coffee and other product businesses and vigorously expanded B2C sales channels, resulting in increased marketing expenses compared to the prior year[9](index=9&type=chunk) - Non-recurring gains and losses did not have a significant impact on the company's performance changes[10](index=10&type=chunk) [Related Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E7%9B%B8%E5%85%B3%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company emphasizes this unaudited performance forecast is a preliminary estimate with inherent uncertainty, advising investors to consult the official semi-annual report for final data and note investment risks - This performance forecast is a preliminary calculation by the company's financial department based on its professional judgment, which has not yet been audited by certified public accountants, and its accuracy is subject to uncertainty[11](index=11&type=chunk) - Investors are reminded that the final accurate financial data will be based on the company's officially disclosed 2025 semi-annual report, and they should make cautious decisions and be aware of investment risks[12](index=12&type=chunk)

Summary of Key Points Core Viewpoint - Jiahe Foods (605300) has shown a positive stock performance with a closing price of 13.99 yuan as of July 11, 2025, reflecting a 1.45% increase from the previous week [1] Company Announcements - Jiahe Foods announced the use of 50 million yuan of idle raised funds to purchase structured deposits from China Merchants Bank, specifically a 92-day product with an expected annual yield of 1.00% to 1.80% [1] - The decision to manage idle funds was approved by the company's board and supervisory committee, as well as the annual general meeting of shareholders [1] - The total amount raised by the company was approximately 724.99 million yuan, with a net amount of about 711.09 million yuan after deducting issuance costs [1] - The company has implemented measures to ensure the safety of the funds, including compliance with laws, tracking product investments, and oversight by independent directors and the audit committee [1] - As of the announcement date, the balance of temporarily idle raised funds under cash management was 450 million yuan, which is within the authorized range by shareholders [1]

证券代码：605300 证券简称：佳禾食品 公告编号：2025-060 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的进展公告 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： 现金管理产品名称及期限：招商银行点金系列看涨两层区间 92 天结构性 存款（92 天） 履行的审议程序：本事项已分别经佳禾食品工业股份有限公司（以下简 称"公司"）第三届董事会第四次会议、第三届监事会第三次会议及 2024 年年 度股东大会审议通过。具体内容见公司 2025 年 4 月 26 日披露于上海证券交易所 网站（www.sse.com.cn）的《佳禾食品工业股份有限公司关于使用部分闲置募集 资金进行现金管理的公告》（公告编号：2025-030）。 特别风险提示：尽管本次公司进行现金管理购买的理财产品为低风险、 流动性好的产品，属于低风险投资品种，但金融市场受宏观经济、财政及货币政 策的影响较大，不排除该项投资可能受到市场波动的影响，理财收益具有不确定 性。 一、本次现金管理概述 （一）现金管理目的 在不影响 ...

Group 1 - The food and beverage sector showed strong performance on July 7, with companies like Huirong Technology and Jiahe Food hitting the daily limit up [1] - Meituan's retail orders reached a historical high of 120 million on July 5, with over 100 million being food delivery orders, indicating robust growth in takeaway consumption demand [1] - Huirong Technology is a key player in the vegetable fat cream sector, focusing on the R&D and production of baking food ingredients, and holds a significant position in China's vegetable fat cream market [1] Group 2 - New tea beverage stocks in the Hong Kong market also saw collective gains, with companies like Tea Baidao and Gu Ming experiencing varying degrees of increase, reflecting the surge in takeaway orders from mainland delivery platforms [1] - Guotou Zhonglu, a concentrated juice company, achieved a limit up following its announcement of a major asset restructuring plan to acquire 100% equity of China Electronic Engineering Design Institute, indicating a shift from traditional juice business to the electronic engineering sector [1] - The active performance of the food and beverage sector reflects optimistic market expectations for consumer recovery, with the historic surge in takeaway orders providing positive signals for related industry chain companies [1][2]

智通财经7月7日电，早盘食品饮料板块走强，海融科技、佳禾食品涨停，香飘飘、一致魔芋、欢乐家、 熊猫乳品等跟涨。消息面上，在7月5日，美团单日零售订单突破历史纪录——达到1.2亿单，其中餐饮 订单则超过1亿单。 食品饮料板块盘初活跃 海融科技、佳禾食品双双涨停 ...

暗盘资金正涌入这些股票，点击速看>>> 饮料制造板块高开，佳禾食品（605300）、国投中鲁（600962）涨停，熊猫乳品（300898）、香飘飘 （603711）、品渥食品（300892）纷纷高开。 ...

佳禾食品工业股份有限公司 关于控股股东一致行动人部分股份解除质押的公告 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: 佳禾食品工业股份有限公司（以下简称"公司"）控股股东一致行动人吉 安市汇鑫管理咨询有限公司（以下简称"吉安汇鑫"）持有公司股份 88,434,182 股，占公司目前总股本的 19.46%；本次股份解除质押后，吉安汇鑫剩余质押股 份为 12,000,000 股，占其持股比例的 13.57%，占公司总股本的 2.64%。 证券代码：605300 证券简称：佳禾食品 公告编号：2025-059 | 股东名称 | 吉安市汇鑫管理咨询有限公司 | | | --- | --- | --- | | 本次解除质押股份（股） | 1,585,800 | | | 占其所持股份比例 | 1.79% | | | 占公司总股本比例 | 0.35% | | | 解除质押时间 | 年 月 2025 7 | 日 3 | | 持股数量（股） | 88,434,182 | | 一、本次股份解除质押的情况 1 | 持股比例 | 1 ...

Core Viewpoint - The company is utilizing part of its temporarily idle raised funds for cash management to enhance returns without affecting the construction of investment projects and normal operations [1][2][7]. Summary by Sections Cash Management Overview - The purpose of cash management is to reasonably utilize idle raised funds to increase returns for the company and its shareholders [2]. - The cash management amount is RMB 200 million, with products including Citic Securities' An Tai Bao Ying Series 1096 Yield Certificate (315 days) and An Xiang Xin Qu Series 2701 Yield Certificate (63 days) [1][5]. Fund Sources - The raised funds were obtained through a specific stock issuance of 54,388,597 shares at RMB 13.33 per share, totaling approximately RMB 725 million, with net proceeds after issuance costs being around RMB 711 million [2][3]. Cash Management Products - The cash management products include floating yield certificates and fixed yield certificates, which are characterized by high safety and liquidity [6][7]. - The expected annualized yield for the An Tai Bao Ying Series 1096 is between 0.0875% and 2.70%, while the An Xiang Xin Qu Series 2701 has an expected yield of 1.55% to 1.63% [5][6]. Impact on the Company - The cash management will not affect the normal operation of investment projects or the company's main business, and it aims to improve the returns on idle funds [7]. - The cash management principal will be recorded as trading financial assets on the balance sheet, with interest income reflected in the profit and loss statement [7]. Approval Process - The cash management plan was approved in meetings held on April 24, 2025, and at the annual shareholders' meeting on May 16, 2025, allowing the company to use up to RMB 550 million for cash management within a 12-month period [7][9]. Current Status - As of the announcement date, the company has utilized RMB 400 million for cash management, with no overdue amounts and within the authorized limits [9].

证券代码：605300 证券简称：佳禾食品 公告编号：2025-058 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的进展公告 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： 现金管理产品名称及期限：中信证券股份有限公司安泰保盈系列 1096 期收益凭证（315 天，定期观察是否敲出）、中信证券股份有限公司安享信取系 列 2701 期收益凭证（63 天） 履行的审议程序：本事项已分别经佳禾食品工业股份有限公司（以下简 称"公司"）第三届董事会第四次会议、第三届监事会第三次会议及 2024 年年 度股东大会审议通过。具体内容见公司 2025 年 4 月 26 日披露于上海证券交易所 网站（www.sse.com.cn）的《佳禾食品工业股份有限公司关于使用部分闲置募集 资金进行现金管理的公告》（公告编号：2025-030）。 特别风险提示：尽管本次公司进行现金管理购买的理财产品为低风险、 流动性好的产品，属于低风险投资品种，但金融市场受宏观经济、财政及货币政 策的影响较大，不排除该项投资可能受 ...