Group 1 - The core point of the article is that Nanchao Food (605339.SH) reported a consolidated operating revenue of RMB 198.10 million for July 2025, which represents a year-on-year decrease of 9.19% [1]

Core Viewpoint - Nanchao Food announced the convening of its 15th meeting of the third board of directors on August 11, 2025, to review the 2025 semi-annual report and its summary [2] Company Summary - For the year 2024, Nanchao Food's revenue composition is as follows: baking oils account for 99.84%, while other businesses account for 0.16% [2]

Core Insights - The company reported a decline in revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [2] Financial Performance - The company's revenue for the first half of 2025 was approximately 1.555 billion yuan, a year-on-year decrease of 0.69% [2] - The net profit attributable to shareholders was around 35.96 million yuan, reflecting a significant year-on-year decrease of 72% [2] - Basic earnings per share were reported at 0.08 yuan, which is a decline of 73.33% compared to the previous year [2]

Core Viewpoint - The company continues to pursue its strategic goal of comprehensive layout in the baking, catering, and retail markets while facing challenges from macroeconomic conditions and raw material price fluctuations [1] Revenue Performance - In the first half of 2025, despite a slight recovery in consumer demand due to ongoing macroeconomic recovery, the company reported a revenue of 1.555 billion yuan, a minor decrease of 0.7% year-on-year [1] - The company is actively developing new products, expanding new channels, and acquiring new customers to create additional revenue streams and maintain stable income [1] Profitability Analysis - The net profit attributable to shareholders for the reporting period was 36 million yuan, reflecting a significant decrease of 72.0% year-on-year [1] - The company faced rapid increases in raw material prices since September 2024, leading to cost pressures; however, it has implemented measures such as product price adjustments and changes in product structure to mitigate the negative impact of rising costs [1]

Group 1 - The core point of the article is that Nanchao Food (605339.SH) reported a consolidated operating revenue of RMB 198.10 million for July 2025, which represents a year-on-year decrease of 9.19% [1]

Group 1 - The company Nanqiao Foods announced the resignation of Mo Yating as the board secretary due to personal reasons, while she will continue to hold a position within the company [1] - Su Pan has been appointed as the new board secretary following the nomination by Chairman Chen Zhengwen and approval by the board's nomination committee [1] - For the fiscal year 2024, the revenue composition of Nanqiao Foods is reported to be 99.84% from baking oils and 0.16% from other businesses [1] Group 2 - As of the report, Nanqiao Foods has a market capitalization of 7.7 billion yuan [1]

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，披露每月营业收入数据。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上披露本公司 营业收入。 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 月合并营业收入为人民币 19,810.03 万元，同比减少 9.19 %。 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 12 日 证券代码：605339 证券简称：南侨食品 公告编号：临2025-054 南侨食品集团（上海）股份有限公司 2025年7月营业收入简报 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： ...

证券代码：605339 证券简称：南侨食品 公告编号：2025-050 2025年半年度募集资金存放与实际使用情况的专项报告 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。 一、募集资金基本情况 (一)实际募集资金金额、资金到位情况 根据中国证券监督管理委员会出具的《关于核准南侨食品集团(上海)股份有 限公司首次公开发行股票的批复》(证监许可[2021]1198号)，本公司于2021年4 月9日公开发行人民币普通股("A股")63,529,412股，每股面值人民币1元，每 股发行价格人民币16.98元，募集资金总额为人民币1,078,729,415.76元，扣除 相关承销及保荐费用人民币47,681,909.34元(不含增值税)后，实际收到募集资 金共计人民币1,031,047,506.42元，此款项已于2021年5月12日存入本公司募集 资金专项账户中。另扣除其他发行费用共计人民币39,770,234.59元，募集资金 净额为人民币991,277,271.83元。上述募集资金到位情况已由毕马威华振会计师 事务所(特殊普通合伙 ...

一、募集资金基本情况 根据中国证券监督管理委员会出具的《关于核准南侨食品集团（上海）股份 有限公司首次公开发行股票的批复》（证监许可[2021]1198 号），公司首次公开 发行 6,352.9412 万股人民币普通股（A 股）股票，发行价格为 16.98 元/股，募 集资金总额为人民币 1,078,729,415.76 元，扣除发行费用（不含增值税） 87,452,143.93 元后，募集资金净额为 991,277,271.83 元。公司于 2021 年 5 月 12 日收到本次公开发行 A 股募集资金，毕马威华振会计师事务所（特殊普通合 伙）对本次发行的资金到位情况进行了审验，以上募集资金已由毕马威华振会计 师事务所（特殊普通合伙）于 2021 年 5 月 13 日出具的《南侨食品集团（上海） 股份有限公司验资报告》（毕马威华振验字第 2100640 号验资报告）验证确认。 公司对募集资金采取了专户存储制度，开立了募集资金专项账户，募集资金全部 存放于募集资金专项账户内。公司与保荐机构、商业银行签订了《募集资金三方 本次涉及延期的募投项目名称：扩产建设及技改项目 募投项目延期情况：在募投项目实施主体、募集 ...

证券代码：605339 证券简称：南侨食品 编号：临2025-053 南侨食品集团（上海）股份有限公司 2025年第二季度经营数据的公告 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。 一、 报告期主营业务相关经营情况 单位：元 币种：人民币 1、 产品类别 单位：元 币种：人民币 | 区域 | 本期营业收入 | | --- | --- | | 华东 | 167,411,676.45 | | 华中 | 154,383,432.88 | | 华南 | 234,074,239.31 | | 华北 | 64,268,267.95 | | 西南 | 65,423,929.62 | | 东北 | 44,496,198.58 | | 西北 | 27,434,391.30 | | 境外 | 6,539,855.92 | | 总计 | 764,031,992.01 | | 产品类别 | 本期营业收入 | | --- | --- | | 烘焙应用油脂 | 336,906,600.65 | | 淡奶油 | 142,698,287.31 | | 乳制品 | 162,554,184. ...