证券代码：605300 证券简称：佳禾食品 公告编号：2025-079 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： 基本情况 | 产品名称 | 中信证券股份有限公司安泰保盈系列 期收益凭证 1168 | | --- | --- | | 受托方名称 | 中信证券股份有限公司 | | 购买金额 | 万元 20,000 | | 产品期限 | 2025/9/23-2026/5/13 | 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。 敬请广大投资者谨慎决策，注意防范投资风险。 一、本次现金管理基本情况 （一）现金管理目的 在不影响募集资金投资项目建设和公司正常经营的情况下，佳禾食品工业股 份有限公司（以下简称"公司"）及子公司合理利用部分闲置募集资金进行现金 管理，增加资金收益，为 ...

Core Viewpoint - Jiahe Foods (605300.SZ), known as the "first stock of powdered oil," reported a mixed performance in its 2025 semi-annual report, with revenue of 1.185 billion yuan, a year-on-year increase of 10.43%, while net profit attributable to shareholders plummeted by 82.1% to 12.43 million yuan due to rising raw material costs and increased sales expenses related to coffee business expansion and C-end channel development [2]. Group 1: Financial Performance - The company experienced a significant decline in net profit, with the core subsidiary Nantong Jiazhiwei's net profit dropping approximately 75.4% to 7.8995 million yuan, attributed to rising costs of core raw materials like palm kernel oil and coconut oil [5]. - Operating cash flow turned negative, with a net cash flow from operating activities dropping 142.3% to -31.02 million yuan, and prepayments surged 88.58% to 82.8488 million yuan [6]. Group 2: Market Trends and Challenges - The demand for powdered oil is declining as consumer health awareness increases, leading some new tea brands to stop using powdered oil, which directly impacts Jiahe Foods' sales [3]. - Despite the growth in orders from tea drink customers during the recent delivery wars, the company noted that these customers primarily ordered lower-priced products, resulting in increased revenue without corresponding profit [4]. Group 3: Coffee Business Development - Jiahe Foods is actively expanding its coffee business, achieving revenue of 278 million yuan in 2024, a year-on-year increase of 6.58%, with a significant growth of 66.8% to 190 million yuan in the first half of the year [7]. - The company is focusing on both B-end and C-end channels, with e-commerce revenue reaching 47.6657 million yuan, up 114.81% year-on-year [7][8]. Group 4: Cost and Profitability Issues - The company's marketing expenses increased significantly, with sales expenses for 2024 and the first half of the year rising 75.14% and 28.16% respectively, driven by higher costs associated with online platform services [8]. - The overall gross margin decreased by 5.46 percentage points to 12.39% in the first half of 2025, influenced by a higher proportion of low-margin products in the product mix [9].

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 ...