Core Viewpoint - The company, Qianwei Yangchun, aims to maintain and deepen its market share across various channels, including major clients, distributors, e-commerce, overseas markets, and retail [2] Group 1: Channel Strategies - The company will stabilize its market base through major client channels while enhancing R&D capabilities and improving innovation responsiveness to market demands [2] - In the distributor channel, the company plans to maintain structural adjustments focused on service orientation to empower distributors in serving end customers [2] - For the e-commerce channel, the company intends to diversify its product offerings to achieve multi-dimensional online sales [2] Group 2: Overseas and Retail Strategies - The company is planning to establish overseas factories to better expand into international markets [2] - In the retail channel, the company will provide one-stop solutions for new retail clients through co-creation, deep customization, and ready-to-eat products in supermarkets [2] Group 3: Operational Improvements - The company will strengthen raw material procurement management, enhance production efficiency, and improve comprehensive cost management [2] - There will be a focus on the effectiveness of market expense investments and improving the productivity of functional departments to achieve quality and efficiency improvements [2]

（文章来源：证券日报） 证券日报网1月15日讯 ，千味央厨在接受调研者提问时表示，从产品的角度来说，公司有服务大B端的 产品定制化研发能力；从质量控制的角度来说，公司各个生产及运输环节都有严格的检测和监测；从生 产的角度来说，公司具有稳定的供应能力；从品牌认知的角度，公司自成立就深耕行业，获得了广大消 费者的好评。公司有能力服务好新零售渠道客户的需求。 ...

问题 3、公司在海外建厂拓展业务，是以 B 端为主还是 B 端、 C 端都会布局？ 答：公司维持国内现有在 B 端、C 端布局的模式，以现有优 势产品和渠道为基础，结合东南亚市场的文化及饮食习惯，利用 多年积累的服务国际型餐饮企业的品牌优势，拓展当地市场。 问题 4、公司在新零售渠道拓展中有何优势？ 答：从产品的角度来说，公司有服务大 B 端的产品定制化 研发能力；从质量控制的角度来说，公司各个生产及运输环节都 有严格的检测和监测；从生产的角度来说，公司具有稳定的供应 能力；从品牌认知的角度，公司自成立就深耕行业，获得了广大 消费者的好评。公司有能力服务好新零售渠道客户的需求。 证券代码： 001215 证券简称：千味央厨 郑州千味央厨食品股份有限公司 投资者活动记录表 编号：2026-001 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 ☑ 现场参观 □其他 （电话交流会） 参与单位名称及 人员姓名 详见附件清单 时间 2026 年 1 月 15 日 15:00-16:00 地点 郑州 上市公司接待 人员姓名 董事长 孙剑 董事会秘书 曹 ...

（文章来源：证券时报网） 据天眼查APP显示，郑州千味央厨食品股份有限公司成立于2012年04月25日，注册资本9716.0446万人 民币。（数据宝） 1月13日千味央厨大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 121.80 | 4999.89 | 41.05 | -9.60 | 招商证券股份有限公司成 | 东北证券股份有限公司上 | | | | | | 都人民南路证券营业部 | 海峨山路证券营业部 | | 16.00 | 726.56 | 45.41 | 0.00 | 机构专用 | 机构专用 | 千味央厨1月13日大宗交易平台共发生2笔成交，合计成交量137.80万股，成交金额5726.45万元。以折溢 价进行统计，今日有1笔为折价交易，折价率最高达9.60%。从参与大宗交易营业部来看，机构专用席 位共出现在1笔成交的买方或卖方营业部中，合计成交金额为726.5 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为5726.45万元。该股近5个交易日累 计上涨19.19%，主力资金合计净流出11.96万元。 责任编辑：小浪快报 1月13日，千味央厨收跌0.42%，收盘价为45.41元，发生2笔大宗交易，合计成交量137.8万股，成交金 额5726.45万元。 第1笔成交价格为41.05元，成交121.80万股，成交金额4,999.89万元，溢价率为-9.60%，买方营业部为招 商证券股份有限公司成都人民南路证券营业部，卖方营业部为东北证券股份有限公司上海峨山路证券营 业部。 第2笔成交价格为45.41元，成交16.00万股，成交金额726.56万元，溢价率为0.00%，买方营业部为机构 专用，卖方营业部为机构专用。 ...

Investment Rating - The report assigns an "Overweight" rating for the food and beverage industry, indicating a positive outlook for the sector relative to the broader market [1]. Core Insights - The report highlights that the Consumer Price Index (CPI) in December 2025 reached its highest year-on-year increase since March 2023, with food prices continuing to improve. This is attributed to policies aimed at boosting domestic demand and increased consumer spending during the New Year period [5][48]. - The food and beverage sector saw a 2.12% increase in the market last week, underperforming the CSI 300 index by 0.66 percentage points, ranking 26th among 31 sectors [10]. - Key companies such as Sam's Club and Alibaba are expanding aggressively, with Sam's Club projected to exceed 140 billion yuan in sales for 2025, marking a 40% increase from 2024 [48]. Summary by Sections 1. Market Performance - The food and beverage sector's performance was highlighted, with a 2.12% increase last week, while the pre-processed food sub-sector performed particularly well with a 6.72% increase [10][13]. - The top five performing stocks included Qianwei Yangchun, Anji Food, and Yangyuan Beverage, with respective increases of 22.52%, 18.34%, and 14.78% [10][15]. 2. Price Trends - The report notes that food prices have shown significant increases, particularly in fresh vegetables and fruits, which rose by 18.2% and 4.4% year-on-year, respectively [5]. - The price of milk was reported at 12.17 yuan per liter, with a slight year-on-year decrease of 0.16% [26]. 3. Industry Dynamics - The report discusses the expansion of membership supermarkets and instant retail, with notable growth in companies like Sam's Club and Alibaba's Taobao Flash Sale [48][49]. - The government is implementing a comprehensive policy to stimulate domestic demand, focusing on enhancing consumer spending and supporting private investment [49]. 4. Core Company Updates - New Dairy announced a cash dividend of 0.70 yuan per share, while Fuling Pickled Vegetables and Luzhou Laojiao also declared significant cash dividends [51].

Market Overview - The food processing sector increased by 0.28% on January 12, with Hai Xin Food leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1] Top Performers - Hai Xin Food (002702) closed at 7.62, up by 3.25% with a trading volume of 913,900 shares and a transaction value of 682 million [1] - Other notable gainers include: - Gai Shi Food (920826) at 14.45, up by 3.14% [1] - Kang Bi Te (920429) at 15.95, up by 3.04% [1] - Xi Wang Food (000639) at 3.42, up by 2.70% [1] - Hui Fa Food (603536) at 11.74, up by 2.18% [1] Underperformers - Qian Wei Yang Chu (001215) closed at 45.60, down by 3.33% with a trading volume of 62,200 shares and a transaction value of 286 million [2] - Other notable decliners include: - Ba Bi Food (605338) at 31.39, down by 2.52% [2] - Xian Le Health (300791) at 24.39, down by 1.45% [2] Capital Flow - The food processing sector experienced a net outflow of 131 million from institutional investors, while retail investors saw a net inflow of 111 million [2] - Notable capital flows include: - Anjiu Food (603345) had a net inflow of 62.62 million from institutional investors [3] - Gai Shi Food (920826) saw a net inflow of 24.97 million from institutional investors [3] - Tang Chen Bei Jian (300146) had a net inflow of 14.78 million from institutional investors [3]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001215 证券简称：千味央厨 公告编号：2026-002 郑州千味央厨食品股份有限公司 关于股价异动的公告 本公司及其董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大 遗漏。 一、股票交易异常波动的情况介绍 郑州千味央厨食品股份有限公司（以下简称"公司"）股票（证券名称：千味央厨；证券代码：001215） 于2026年1月7日、1月8日、1月9日连续3个交易日收盘价格涨幅偏离值累计超过20%，根据深圳证券交 易所有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司董事会对有关事项进行了核查，并向控股股东及实际控制人核实，不 存在应披露而未披露的重大信息，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3、近期公司经营情况及内外部经营环境未发生重大变化； 5、经核查，公司控股股东、实际控制人在股票异动期间不存在买卖公司股票的行为； 6、经自查，公司不存在违 ...

Core Viewpoint - Qianwei Yangchun announced that its stock experienced an abnormal trading fluctuation, with a cumulative closing price increase exceeding 20% over three consecutive trading days from January 7 to January 9, 2026 [2] Company Summary - The company conducted an internal review and confirmed that there are no undisclosed significant matters [2] - The operating environment remains unchanged, indicating stability in business operations [2] - The controlling shareholder and actual controller have not engaged in any stock trading during this period [2]

北京商报讯（记者 郭秀娟 王悦彤） 1月11日，千味央厨发布公告称，公司股票于2026年1月7日、1月8 日、1月9日连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。公司董事会已 进行核查，并向控股股东及实际控制人核实，确认不存在应披露而未披露的重大信息，公司经营情况及 内外部经营环境未发生重大变化，控股股东及实际控制人在异动期间未买卖公司股票。 ...