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： 基本情况 证券代码：605300 证券简称：佳禾食品 公告编号：2025-078 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提前赎回的公告 （一）使用闲置募集资金进行现金管理审议程序 佳禾食品工业股份有限公司（以下简称"公司"）于 2025 年 3 月 14 日召开 第三届董事会第三次会议、第三届监事会第二次会议，于 2025 年 3 月 31 日召开 2025 年第一次临时股东大会，分别审议通过《关于使用闲置募集资金进行现金 管理的议案》，同意公司及子公司使用闲置募集资金不超过人民币 5.5 亿元进行 现金管理，投资品种为安全性高、流动性好的低风险理财产品。该事项自股东大 会审议通过之日起 12 个月内有效，在前述资金额度及投资期限内，资金可以滚 动使用。公司监事会发表了明确的同意意见，保荐人中信证券股份有限公司出具 了明确的核查意见，具体内容详见公司于 2025 年 3 月 15 日在上海证券交易所网 站（www.sse.com.cn）披露 ...

Market Overview - On September 18, the beverage and dairy sector declined by 0.98%, with Jiahua Food leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Key stocks in the beverage and dairy sector showed the following closing prices and percentage changes: - Jiahua Food: 13.02, -5.58% - New Dairy: 17.21, -3.10% - Meibu Technology: 25.97, -3.06% - Huangshi Group: 3.82, -2.80% - Junyao Health: 7.98, -2.56% - Western Pastoral: 11.41, -2.48% - Zhuangyuan Pasture: 9.69, -2.42% - Tianrun Dairy: 10.10, -2.32% - Pinwu Food: 36.86, -2.12% - Sanyuan Co.: 4.76, -2.06% [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 1.57 billion yuan from institutional investors, while retail investors saw a net inflow of 2.35 billion yuan [1] - Detailed capital flow for selected stocks includes: - Yili Co.: 36.15 million net inflow from institutions, -51.29 million from retail - Huanlejia: 16.11 million net inflow from institutions, -8.34 million from retail - Yangyuan Beverage: 6.44 million net inflow from institutions, -7.84 million from retail - Tianrun Dairy: 5.37 million net inflow from institutions, -0.28 million from retail - Bright Dairy: 3.31 million net inflow from institutions, 2.98 million from retail [2]

Core Viewpoint - The announcement details the upcoming listing and circulation of restricted shares for Jiahua Food Industrial Co., Ltd., which will occur on September 18, 2025, involving a total of 54,388,597 shares [1][3][5]. Group 1: Stock Issuance Details - The stock type for this listing is a non-public offering, with a total of 54,388,597 shares to be listed [1][2]. - The company received approval from the China Securities Regulatory Commission for the stock issuance on January 16, 2025 [3]. - The shares were registered with the China Securities Depository and Clearing Corporation on March 18, 2025, increasing the total share capital from 400,010,000 to 454,398,597 shares [4][6]. Group 2: Lock-up Period and Commitments - The newly issued shares are subject to a lock-up period of six months from the issuance date, meaning they will be tradable starting from the next trading day after the lock-up period ends [5][7]. - A total of 14 shareholders are involved in this issuance, holding shares that represent 11.97% of the company's total share capital [5][6]. - The shareholders have committed to not transferring their shares during the lock-up period, and any additional shares from stock dividends or capital increases will also adhere to this lock-up arrangement [7][8]. Group 3: Compliance and Verification - The underwriter has confirmed that the listing and circulation of the restricted shares comply with relevant regulations and that the shareholders have adhered to their commitments [8].

证券日报网讯 9月12日晚间，佳禾食品发布公告称，本次股票上市类型为非公开发行股份；股票认购方 式为网下，上市股数为54，388，597股。本次股票上市流通总数为54，388，597股。本次股票上市流通 日期为2025年9月18日。 （编辑 楚丽君） ...

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、准确性和完整性依法承担法律责任。 重要内容提示： 佳禾食品工业股份有限公司 关于向特定对象发行股票限售股上市流通的公告 证券代码：605300 证券简称：佳禾食品 公告编号：2025-077 本次股票上市类型为非公开发行股份；股票认购方式为网下，上市股数为 54,388,597股。 本次股票上市流通总数为54,388,597股。 一、本次限售股上市类型 （一）向特定对象发行股票同意注册情况 2025 年 1 月 16 日，佳禾食品工业股份有限公司（以下简称"公司"）收到中 国证券监督管理委员会出具的《关于同意佳禾食品工业股份有限公司向特定对象 发行股票注册的批复》（证监许可[2025]70 号），同意公司向特定对象发行股票 的注册申请。 （二）股份登记情况 2025 年 3 月 18 日，公司向特定对象发行股票新增的 54,388,597 股股份在中国 证券登记结算有限责任公司上海分公司（以下简称"中国结算上海分公司"）办 理完毕股份登记托管相关事宜，中国结算上海分公司出具了《证券变更登记证明》。 本次发行后 ...

中信证券股份有限公司 关于佳禾食品工业股份有限公司向特定对象发行股票限售股上 市流通的核查报告 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为佳禾食品 工业股份有限公司（以下简称"佳禾食品"、"公司"、"上市公司"）2023 年度向 特定对象发行股票并在上海证券交易所上市的保荐人，根据《证券发行上市保荐 业务管理办法》《上海证券交易所股票上市规则》《上海证券交易所上市公司自律 监管指引第 1 号——规范运作》等相关法律、法规和规范性文件的规定，对佳禾 食品向特定对象发行股票限售股上市流通的事项进行了专项核查，现将核查情况 报告如下： 一、本次上市流通的限售股类型 （一）向特定对象发行股票同意注册情况 2025 年 1 月 16 日，佳禾食品工业股份有限公司（以下简称"公司"）收到 中国证券监督管理委员会出具的《关于同意佳禾食品工业股份有限公司向特定对 象发行股票注册的批复》（证监许可[2025]70 号），同意公司向特定对象发行股票 的注册申请。 （二）股份登记情况 2025 年 3 月 18 日，公司向特定对象发行股票新增的 54,388,597 股股份在中 国证券登记结算有限责任公司上海分公 ...

Group 1: Health and Safety Concerns - Ibuprofen should not be taken on an empty stomach or with coffee, as it can lead to increased risk of gastrointestinal damage and kidney strain [1][2] - The combination of ibuprofen and coffee can cause severe stomach pain and nausea, potentially leading to ulcers and bleeding with long-term use [2] Group 2: Coffee Export Industry - Vietnam's coffee exports reached 1.2 million tons and generated approximately $6.42 billion in revenue in the first eight months of 2025, marking an 8.7% increase in volume and a 59.1% increase in value compared to the same period in 2024 [3][4] - The average export price of Vietnamese coffee was about $55,800 per ton, reflecting a 46.4% year-on-year increase [3] Group 3: Coffee Retail Market - Luckin Coffee has surpassed 4,000 stores in Guangdong Province, making it the first province in China to achieve this milestone, indicating strong brand recognition and competitive positioning [5] - Black Rock Coffee Bar plans to go public on NASDAQ, aiming to raise up to $265 million, with projected revenues of $133 million and $161 million for 2023 and 2024, respectively [6] Group 4: International Market Expansion - Jiahe Foods is focusing on overseas markets as a strategic direction to overcome domestic competition, targeting regions with growing populations and a preference for coffee and tea products [7]

证券代码：605300 证券简称：佳禾食品 公告编号：2025-076 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 到期赎回并继续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： 基本情况 | 产品名称 | 中信证券股份有限公司节节升利系列 4082 期收益凭证 | | --- | --- | | 受托方名称 | 中信证券股份有限公司（以下简称"中信证券"） | | 购买金额 | 万元 10,000 | | 产品期限 | 182 天 | 特别风险提示：尽管本次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、现金管理基本情况 （一）使用闲置募集资金进行现金管理审议程序 佳禾食品工业股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 第三届董事会第四次会议、第三届监事会第三次会议，于 2025 年 5 月 16 ...

Core Insights - The company achieved a revenue of 1.185 billion yuan in the first half of the year, representing a year-on-year growth of 10.43%, while the net profit attributable to shareholders decreased by 82.1% to 12.4328 million yuan [1] - The decline in profit is attributed to rising costs of core raw materials such as palm kernel oil and coconut oil, alongside increased sales expenses due to investments in coffee business expansion and C-end channel development [1] Group 1: Business Performance - The coffee business saw a significant increase in orders from May to June, with a year-on-year growth of over 50% in order volume from tea and coffee clients, aligning with the company's growth expectations for the year [2] - The tea beverage segment experienced an increase in order clients due to the external competition, although the overall trend showed increased revenue without corresponding profit growth [2] Group 2: Industry Dynamics - The coffee supply chain is facing challenges, with small manufacturers shutting down due to rising raw material prices and insufficient supply capacity, leading larger clients to seek partnerships with the company [2] - The competitive landscape in the coffee industry is characterized by a "stronger getting stronger" trend, where leading brands are expanding their presence while smaller brands are either retracting or closing down [2]

Core Insights - Jiahe Foods reported a significant decline in net profit for the first half of 2025, continuing the downward trend from 2024 [1][3] - Despite the overall decline in performance, the compensation for the company's vice president, Liu Xinren, increased, raising concerns about management accountability [1][3] Financial Performance - In 2024, Jiahe Foods' revenue was 2.311 billion yuan, a year-on-year decrease of 18.68%, and the net profit attributable to shareholders was 83.94 million yuan, down 67.43% [3][4] - For the first half of 2025, the company achieved revenue of 1.185 billion yuan, a year-on-year increase of 10.43%, but the net profit attributable to shareholders was only 12.43 million yuan, a drastic decline of 82.10% [3][4] - The net cash flow from operating activities for the first half of 2025 was -31.02 million yuan, a significant decrease of 142.30% compared to the same period last year, indicating potential cash flow issues [3][4] Management Compensation - Liu Xinren's compensation for 2024 was 926,700 yuan, showing little change from 2023, while Chairman Liu Xinrong's salary decreased from 2.091 million yuan in 2023 to 2.038 million yuan in 2024 [4][6] - Liu Xinrong remains the highest-paid executive in the company, being the only one with a salary exceeding one million yuan [4][6] Business Segments - The core product line of powdered fats saw a revenue decline of 6.38% in the first half of 2025, generating 550 million yuan [6] - Conversely, the coffee business, identified as a second growth curve for the company, reported a revenue increase of 66.80%, reaching 190 million yuan [6]