北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月11日，南侨食品发布公告称，公司决定将募投项目"扩 产建设及技改项目"达到预定可使用状态的日期由2025年9月延期至2026年6月。该项目原计划投资3.83 亿元，目前已投入3.03亿元，进度达79.29%。公司表示，延期是为了更好地匹配烘培市场各业态及渠道 需求变化，优化产能布局，项目实施主体、资金用途及投资规模不变。 ...

公开信息显示，苏璠，女，1979年11月出生，中国籍，硕士研究生学历。曾任职于荷兰鹿特丹昊博律师 事务所、美的集团股份有限公司、上海飞科电器股份有限公司、上海豫园旅游商城（集团）股份有限公 司、通化东宝药业股份有限公司。现任公司董事会秘书。 北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月11日，南侨食品发布公告称，董事会近日收到董事会 秘书莫雅婷提交的书面辞职报告，莫雅婷原定任期至2026年10月，现因个人原因申请辞去公司董事会秘 书职务，辞去上述职务后，莫雅婷仍在公司任职。董事会聘任苏璠为公司董事会秘书，任期自董事会会 议审议通过之日起至第三届董事会任期届满之日止。 ...

证券日报网讯 8月11日晚间，南侨食品发布公告称，公司第三届监事会第十五次会议审议通过了《2025 年半年度报告及其摘要》等多项议案。 （文章来源：证券日报） ...

Group 1 - The company announced the approval of multiple proposals, including the "2025 Semi-Annual Report and its Summary" during the 15th meeting of the third board of directors [2]

Group 1 - The core viewpoint of the article highlights that Nanjiao Food (605339) reported a significant decline in net profit for the first half of 2025, with a decrease of 72% year-on-year [1] - The company achieved a revenue of approximately 1.555 billion yuan, reflecting a slight decrease of 0.69% compared to the previous year [1] - The net profit attributable to shareholders was approximately 35.96 million yuan, with a corresponding decrease in non-recurring net profit of about 33.65 million yuan, both showing a decline of around 72% [1] Group 2 - Nanjiao Food primarily engages in the research, production, and sales of baking oils and related products, and is gradually expanding its business into other baking ingredients such as cream, dairy products, fillings, and pre-prepared baking products [1] - As of the market close on August 11, the stock price of Nanjiao Food was reported at 18.25 yuan per share, with a total market capitalization of approximately 7.743 billion yuan [1]

Core Insights - In the first half of 2025, the company reported a revenue of 1.555 billion yuan, a year-on-year decrease of 0.69% [1] - The total profit decreased by 68.77% to 49 million yuan, while the net profit attributable to shareholders fell by 72.00% to 36 million yuan, primarily due to the increase in raw material costs outpacing product price hikes [1] Revenue and Profit Performance - The company's revenue for the first half of 2025 was 1.555 billion yuan, reflecting a slight decline of 0.69% compared to the previous year [1] - Total profit for the period was 49 million yuan, down 68.77% year-on-year, and net profit attributable to shareholders was 36 million yuan, a decrease of 72.00% [1] Market Expansion and Strategy - The company is actively exploring lower-tier markets and refining its distributor channels, with a total of 471 distributors by the end of June 2025, an increase of 42 distributors or 9.79% year-on-year [1] - The company has made significant progress in expanding into Southeast Asian markets, with its subsidiaries in Hong Kong and Thailand showing continuous revenue growth [1] - The Thai subsidiary has localized production of pre-baked goods and is enhancing its capacity to meet customer demands more quickly and flexibly [1]

Group 1 - The company reported a revenue of 1,554,967,113.80 yuan for the first half of 2025, representing a year-on-year decrease of 0.69% [1] - The net profit attributable to shareholders of the listed company was 35,960,763.60 yuan, showing a significant year-on-year decline of 72.00% [1]

Group 1 - The core point of the article is that Nanchao Food (605339.SH) announced a decrease in consolidated operating revenue for July 2025, amounting to RMB 198 million, which represents a year-on-year decline of 9.19% [1]

报告期内，利润总额同比减少68.77%，主要是本报告期产品提价幅度低于原材料成本上涨幅度，且产 品提价措施具有一定滞后性，导致报告期内公司整体利润水平承压。 报告期内，归属于上市公司股东的净利润同比减少72.00%，主要是本报告期产品提价幅度低于原材料 成本上涨幅度，且产品提价措施具有一定滞后性，导致报告期内公司整体利润水平承压。 智通财经APP讯，南侨食品(605339.SH)披露2025年半年度报告，报告期公司实现营收15.55亿元，同比 下降0.69%;归属于上市公司股东的净利润3596万元，同比下降72%;扣非净利润3365万元，同比下降 72.21%;基本每股收益0.08元。 ...

南侨食品（605339）(605339.SH)发布公告，公司2025年7月合并营业收入为人民币1.98亿元，同比减少 9.19%。 ...