Core Viewpoint - The report highlights the financial performance of Zhongyin Babi Food Co., Ltd. for the first half of 2025, showing an increase in revenue and net profit compared to the previous year, despite a slight decline in total assets and net assets attributable to shareholders [1]. Financial Summary - Total assets at the end of the reporting period amounted to CNY 2,735.86 million, a decrease of 4.11% compared to the end of the previous year [1]. - Net assets attributable to shareholders decreased by 3.06% to CNY 2,196.08 million [1]. - Operating revenue reached CNY 834.65 million, reflecting a year-on-year increase of 9.31% [1]. - Total profit for the period was CNY 170.27 million, up 15.86% from the previous year [1]. - Net profit attributable to shareholders was CNY 131.65 million, representing an 18.08% increase compared to the same period last year [1]. - The net cash flow from operating activities was CNY 103.62 million, a slight increase of 1.18% [1]. - The weighted average return on net assets improved to 5.83%, an increase of 0.90 percentage points [1]. - Basic and diluted earnings per share were both CNY 0.55, up 22.22% from CNY 0.45 [1]. Shareholder Information - The total number of shareholders at the end of the reporting period was 17,014 [1]. - Liu Huiping is the largest shareholder, holding 42.24% of the shares, followed by Ding Shimei with 7.94% [2]. - Liu Huiping and Ding Shimei are identified as the actual controllers of the company, with familial ties noted [2].

证券代码：605338 证券简称：巴比食品 公告编号：2025-026 中饮巴比食品股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： ? 会议召开时间：2025 年 8 月 29 日（星期五）15:00-16:00 ? 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.s seinfo.com/） ? 会议召开方式：上证路演中心网络互动 ? 投资者可于 2025 年 8 月 22 日（星期五）至 8 月 28 日（星期四）16:00 前登 录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@babifood. com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 中饮巴比食品股份有限公司（以下简称"公司"）已于 2025 年 8 月 22 日发 布公司《2025 年半年度报告》，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况，公司计划于 2025 年 8 月 29 ...

Core Viewpoint - The company, Zhongyin Babi Food Co., Ltd., reported its unaudited half-year operating data for 2025, highlighting significant revenue contributions from various product categories, sales channels, and regional distributions [1]. Revenue by Product - Total revenue for the first half of 2025 reached CNY 834.65 million, with food products accounting for CNY 754.42 million, representing 90.39% of total revenue [1]. - Within food products, the breakdown includes: - Noodles and rice products: CNY 327.82 million (39.28%) - Fillings: CNY 229.96 million (27.55%) - Purchased food products: CNY 194.47 million (23.30%) - Packaging and auxiliary materials: CNY 51.52 million (6.17%) - Service revenue: CNY 27.90 million (3.34%) [1]. Revenue by Channel - Revenue distribution by sales channel shows: - Franchise: CNY 612.99 million (73.44%) - Direct stores: CNY 10.97 million (1.31%) - Group meal channel: CNY 198.63 million (23.80%) [1]. Revenue by Region - Regional revenue distribution indicates: - East China: CNY 687.50 million (82.37%) - South China: CNY 71.80 million (8.60%) - Central China: CNY 49.45 million (5.93%) - North China: CNY 25.23 million (3.02%) [1]. Distributor Changes - The company reported changes in distributor numbers, particularly in East China, where the number of distributors increased from 23 to 35 during the period [1]. Franchise Store Changes - The report also noted changes in franchise store numbers, although specific figures were not detailed in the provided data [2].

Core Viewpoint - Babi Food's stock price has shown a positive trend, with significant revenue and profit growth in the first half of 2025, indicating strong operational performance and market positioning [1][2]. Financial Performance - As of August 21, 2025, Babi Food's stock price reached 22.20 yuan, up 3.11% from the previous trading day, with a trading volume of 1.49 billion yuan and a turnover rate of 2.82% [1]. - The company reported a revenue of 835 million yuan for the first half of 2025, representing a year-on-year increase of 9.31%, and a net profit attributable to shareholders of 132 million yuan, up 18.08% year-on-year [1]. - In the second quarter, revenue increased by 13.5% year-on-year, while net profit saw a significant rise of 31.4% [1]. Business Operations - Babi Food specializes in the research, production, and sales of Chinese-style pastry foods, utilizing a business model that integrates standardized production, cold chain distribution, direct sales, franchising, and group catering [1]. - The number of franchise stores reached 5,685 by the end of the first half of 2025, with a net increase of 542 stores since the beginning of the year [1]. - The company is focused on optimizing its single-store operating model and enhancing competitiveness through new product development and product improvements [1]. Capital Flow - On August 21, 2025, Babi Food experienced a net inflow of 1.7044 million yuan in main funds, with a cumulative net inflow of 3.4263 million yuan over the past five days [2].

（文章来源：证券日报） 证券日报网讯 8月21日晚间，巴比食品发布公告称，2025年半年度公司实现营业收入834，649，751.53 元，同比增长9.31%；归属于上市公司股东的净利润为131，650，641.34元，同比增长18.08%。 ...

Core Insights - The company reported a revenue of 835 million yuan, representing a year-on-year growth of 9.31% [1] - The net profit attributable to the parent company reached 132 million yuan, with an 18.08% increase compared to the previous year [1] Business Performance - The number of franchise stores reached 5,685 by the end of the reporting period, with a net increase of 542 stores since the beginning of the year, aligning with the initial store opening plan [1] - The company focused on enhancing franchisee income through various initiatives, including store renovations, delivery operations support, and training assistance, leading to improvements in the single-store model [1] Product Development - During the reporting period, the company's research teams developed a total of 93 products, including semi-finished dishes, with 39 new products launched for trial sales [1] - Additionally, 40 new products are scheduled for future launch, and improvements were made to 45 existing products [1]

Core Insights - The company reported a revenue of 835 million yuan for the first half of 2025, representing a year-on-year growth of 9.31% [1] - The net profit attributable to shareholders reached 132 million yuan, showing an 18.08% increase compared to the previous year [1] - In Q2 2025, the company achieved a revenue of 465 million yuan, which is a 13.50% year-on-year growth, and a net profit of approximately 94.45 million yuan, reflecting a 31.42% increase [1] Revenue and Profit Performance - Total revenue for H1 2025: 835 million yuan, up 9.31% year-on-year [1] - Net profit for H1 2025: 132 million yuan, up 18.08% year-on-year [1] - Q2 2025 revenue: 465 million yuan, up 13.50% year-on-year [1] - Q2 2025 net profit: 94.45 million yuan, up 31.42% year-on-year [1] Store Expansion and Franchise Development - The number of franchise stores reached 5,685 by the end of the reporting period, with a net increase of 542 stores since the beginning of the year [1] - The company focused on enhancing franchisee income through store renovations, delivery operations support, and training initiatives [1] Product Development and Innovation - The company established dedicated R&D departments in various regions to efficiently develop new products and advance process innovations [1] - A total of 93 new products were explored, with 39 products launched for trial sales and 40 products scheduled for future launch [1] - The product innovation and success rates were reported to be at a high level, with 45 products undergoing modification and upgrades during the reporting period [1]

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。 中饮巴比食品股份有限公司（以下简称"公司"）根据《上海证券交易所上 市公司自律监管指引第 3 号行业信息披露：第十四号——食品制造》的相关要求， 现将 2025 年半年度经营数据（未经审计）公告如下： 2025 年 1-6 月营业收入为 83,464.98 万元，其中主营业务收入为 83,384.34 万元，占营业收入 99.90%；其他业务收入为 80.63 万元，占营业收入 0.10%。 一、营业收入分产品 | 项目 | 2025 年 1-6 月 | 占比 | | --- | --- | --- | | 食品类 | 75,442.44 | 90.39% | | 其中：面米类 | 32,781.80 | 39.28% | | 馅料类 | 22,996.11 | 27.55% | | 外购食品类 | 19,447.47 | 23.30% | | 其他 | 217.06 | 0.26% | | 包装及辅料类 | 5,152.28 | 6.17% | | 服务类 | 2,789.62 ...

证券代码：605338 证券简称：巴比食品 公告编号：2025-026 中饮巴比食品股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 投资者可于 2025 年 8 月 22 日（星期五）至 8 月 28 日（星期四）16:00 前登 录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@babifood. com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 中饮巴比食品股份有限公司（以下简称"公司"）已于 2025 年 8 月 22 日发 布公司《2025 年半年度报告》，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况，公司计划于 2025 年 8 月 29 日（星期五） 15:00-16:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟 ...

中饮巴比食品股份有限公司2025 年半年度报告 公司代码：605338 公司简称：巴比食品 中饮巴比食品股份有限公司 2025 年半年度报告 1 / 197 中饮巴比食品股份有限公司2025 年半年度报告 重要提示 一、本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、公司全体董事出席董事会会议。 三、本半年度报告未经审计。 四、公司负责人刘会平、主管会计工作负责人苏爽及会计机构负责人（会计主管人员）苏爽声明： 保证半年度报告中财务报告的真实、准确、完整。 五、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、前瞻性陈述的风险声明 √适用 □不适用 本公司2025年半年度报告中涉及的公司未来计划、发展战略等前瞻性陈述，因存在不确定性， 不构成公司对投资者的实质承诺，敬请投资者注意投资风险。 七、是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、是否存在违反规定决策程序对外提供担保的情况 否 九、是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 ...