北京商报讯（记者 郭秀娟 实习记者 王悦彤）8月20日，南侨食品发布公告称，公司2025年7月归属于母 公司股东的净利润为人民币-979.57万元，同比减少320.56%。 ...

证券代码：605339 证券简称：南侨食品 编号：临 2025-055 南侨食品集团（上海）股份有限公司 2025年7月归属于母公司股东的净利润简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 本简报为初步核算数据，未经会计师事务所审计或审阅，最终数据以公司定期报 告为准，敬请投资者注意投资风险。 公司 2025 年 7 月归属于母公司股东的净利润为人民币-979.57 万元，同比减少 320.56%。 特此公告。 南侨食品集团（上海）股份有限公司董事会 2025 年 8 月 21 日 南侨食品集团（上海）股份有限公司(以下简称"公司")之间接控股股东南侨投 资控股股份有限公司（以下简称"南侨投控"）为台湾地区上市公司，南侨投控需按 照台湾证券交易所相关规定，披露每月归属于母公司股东的净利润数据。为使A股投资 者能够及时了解公司的经营情况，本公司亦同步在上海证券交易所指定的信息披露媒 体《中国证券报》、《上海证券报》、《证券时报》、《证券日报》和上海证券交易 所网站（http://www.sse.com.cn）上披露本公司归属于母公司股东的净利 ...

南侨食品（605339）(605339.SH)公告，公司2025年7月归属于母公司股东的净亏损979.57万元。 ...

Group 1 - The company, Nanqiao Food (605339.SH), announced a net loss attributable to shareholders of the parent company amounting to 9.7957 million yuan for July 2025 [1]

人民财讯8月20日电，南侨食品（605339）8月20日晚间公告，公司7月归属于母公司股东的净利润 为-979.57万元。 ...

Market Performance - The leisure food sector increased by 0.89% on August 15, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Top Gainers - Wancheng Group (300972) closed at 154.74, up 2.71% with a trading volume of 21,000 lots [1] - Yanjinpuzi (002847) closed at 73.40, up 2.46% with a trading volume of 40,300 lots [1] - Huangshanghuang (002695) closed at 13.39, up 1.90% with a trading volume of 198,400 lots [1] Top Losers - Guifaxiang (002820) closed at 14.56, down 5.45% with a trading volume of 514,600 lots [2] - Ziyuan Food (603057) closed at 22.26, down 5.24% with a trading volume of 88,700 lots [2] - Maiqu'er (002719) closed at 9.55, down 0.93% with a trading volume of 77,500 lots [2] Capital Flow - The leisure food sector experienced a net outflow of 196 million yuan from institutional investors, while retail investors saw a net inflow of 188 million yuan [2][3] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2][3] Individual Stock Capital Flow - Wancheng Group saw a net inflow of 2.9761 million yuan from institutional investors, while retail investors contributed a net inflow of 2.1847 million yuan [3] - Lihai Food (300973) had a net inflow of 2.2462 million yuan from institutional investors, but a net outflow of 3.6142 million yuan from retail investors [3] - Guangzhou Restaurant (603043) experienced a net inflow of 1.0068 million yuan from institutional investors, while retail investors had a net outflow of 3.0864 million yuan [3]

通过天眼查大数据分析，南侨食品集团(上海)股份有限公司共对外投资了7家企业，参与招投标项目1 次，知识产权方面有商标信息345条，此外企业还拥有行政许可12个。 金融界消息 截至2025年8月14日收盘，南侨食品（605339）报收于17.83元，下跌4.5%，换手率1.61%， 成交量6.82万手，成交金额1.26亿元。 天眼查商业履历信息显示，南侨食品集团(上海)股份有限公司，成立于2010年，位于上海市，是一家以 从事食品制造业为主的企业。企业注册资本42429.0616万人民币，实缴资本36000万人民币。公司法定 代表人为陈正文。 资金流向方面，今日主力资金净流出1223.32万元，占比成交额9.69%。其中，超大单净流出178.57万 元、占成交额1.41%，大单净流出1044.75万元、占成交额8.27%，中单净流出流入554.11万元、占成交 额4.39%，小单净流入669.21万元、占成交额5.3%。 南侨食品最新一期业绩显示，截至2025中报，公司营业总收入15.55亿元、同比减少0.69%，归属净利润 3596.08万元，同比减少72.00%，扣非净利润3365.41万元，同比减少72. ...

Market Overview - The leisure food sector experienced a decline of 0.93% on August 13, with Wancheng Group leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - Guifaxiang (002820) saw a significant increase of 10.01%, closing at 15.05, with a trading volume of 525,100 shares and a transaction value of 775 million [1] - Ziyan Food (603057) rose by 6.26%, closing at 23.42, with a trading volume of 96,500 shares and a transaction value of 225 million [1] - Wancheng Group (300972) led the decline with a drop of 7.00%, closing at 151.60, with a trading volume of 51,800 shares and a transaction value of 805 million [2] Capital Flow Analysis - The leisure food sector experienced a net outflow of 161 million from institutional investors, while retail investors saw a net inflow of 199 million [2] - The table of capital flow indicates that Guifaxiang had a net inflow of 18.14 million from institutional investors, while it faced a net outflow of 45.95 million from speculative funds [3] - Overall, the sector's capital flow reflects a mixed sentiment, with institutional investors withdrawing while retail investors are actively buying [2][3]

Core Viewpoint - Nanchao Food (605339.SH) reported a decline in revenue and profit for the first half of 2025, indicating potential challenges in its financial performance [1]. Financial Performance Summary - The company achieved operating revenue of 1.555 billion yuan in the first half of 2025, a decrease of 0.69% year-on-year [3]. - The net profit attributable to shareholders was 35.96 million yuan, down 72.00% compared to the same period last year [1][3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 33.65 million yuan, reflecting a decrease of 72.21% year-on-year [1][3]. - The net cash flow from operating activities was 34.34 million yuan, a significant drop of 84.72% year-on-year [1][3]. Previous Year Comparison - In 2024, the company reported an operating revenue of 3.159 billion yuan, an increase of 2.49% year-on-year [3]. - The net profit attributable to shareholders for 2024 was 201 million yuan, a decrease of 13.34% year-on-year [3]. - The net profit after deducting non-recurring gains and losses for 2024 was 183 million yuan, down 15.75% year-on-year [3]. - The net cash flow from operating activities in 2024 was 232 million yuan, a decrease of 44.93% year-on-year [3]. Company Background - Nanchao Food was listed on the Shanghai Stock Exchange on May 18, 2021, with an issuance of 63.53 million shares at a price of 16.98 yuan per share [4]. - The total amount raised from the initial public offering was approximately 1.079 billion yuan, with a net amount of about 991 million yuan after deducting issuance costs [4]. - The raised funds were allocated for expansion projects, cold chain storage upgrades, R&D center improvements, and customer service and information system upgrades [4][5].

Core Viewpoint - Nanchao Food (605339) reported its worst half-year results since its listing, with a revenue decline of 0.69% and a net profit drop of 72% in the first half of 2025 [1][2] Financial Performance - In the first half of 2025, Nanchao Food achieved approximately 1.555 billion yuan in revenue, down 0.69% year-on-year, and a net profit attributable to shareholders of approximately 35.96 million yuan, down 72% year-on-year [2] - The net profit excluding non-recurring gains and losses also saw a decline of 72.21%, amounting to approximately 33.65 million yuan [2] - The significant drop in net profit is attributed to the product price increase lagging behind the rise in raw material costs, leading to pressure on overall profit levels [2] Market Strategy and Operations - Nanchao Food has been focusing on expanding into lower-tier markets and refining its distributor channels, increasing the number of distributors to 471, a year-on-year increase of 42 [1][6] - The company continues to pursue a strategy of comprehensive layout in baking, catering, and retail markets, despite challenges from macroeconomic conditions and raw material price fluctuations [3] Raw Material Costs - The main raw materials include palm oil, soybean oil, coconut oil, and natural cream, with palm oil prices remaining high compared to the same period in 2024, despite a slight decrease in 2025 [2] - The company has implemented measures such as product price adjustments and structural changes to mitigate the impact of rising raw material costs [2] Subsidiary Performance - Among the major subsidiaries and associated companies, 5 reported profits while 6 incurred losses, indicating a mixed performance across the company's portfolio [5] Expansion Plans - Nanchao Food is actively expanding its overseas market presence, with its Thailand subsidiary achieving localized production of pre-made baked goods [7] - The company plans to continue expanding its overseas production and research layout, targeting Southeast Asia as a starting point for global expansion [7] - However, some expansion projects have been delayed, with the completion date for certain projects pushed to June 2026 from the original September 2025 [7][8] Investment in Technology - The total planned investment for expansion and technological improvement projects is approximately 383 million yuan, with 303 million yuan already invested as of June 30, 2025, representing a progress rate of 79.29% [8] - The necessity for these projects is to optimize product structure and adapt to industry development trends [8]