千味央厨公告，2025年上半年营业收入8.86亿元，同比下降0.72%。净利润3578.99万元，同比下降 39.67%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

票代码:001 .OIA NWEIYANGCH 郑州千味央厨 食品股份有限公司 2025年半年度报告 股票代码:001215 2025年8月 郑州千味央厨食品股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人孙剑、主管会计工作负责人焦军军及会计机构负责人(会计主 管人员)杨华业声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及的发展计划及发展战略等前瞻性描述，将受到外部环境和实 际经营变化的影响，不构成公司对投资者的实质性承诺，投资者及相关人士 应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异， 敬请投资者注意风险。 公司需遵守《深圳证券交易所上市公司自律监管指引第 3 号——行业信 息披露》中食品及酒制造相关业的披露要求。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 郑州千味央厨食品股份有限公司 2025 年半年度报告全文 | | . | | ...

证券之星消息，8月20日食品加工板块较上一交易日上涨0.77%，仙乐健康领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300791 | 仙乐健康 | 24.94 | 5.23% | 12.10万 | | 2.97亿 | | 836826 | 盖世食品 | 13.29 | 4.24% | 12.62万 | | 1.67亿 | | 603536 | 惠发食品 | 9.94 | 3.54% | C 20.08万 | | 1.98亿 | | 002330 | 得利斯 | 5.11 | 2.61% | 22.59万 | | 1.14亿 | | 600381 | *ST春天 | 4.60 | 2.45% | 10.98万 | | 5013.25万 | | 000639 | 西王食品 | 3.35 | 2.13% | 61.38万 | | 2.03亿 | | ...

Investment Rating - The report maintains an "Outperform" rating for the food and beverage sector [5][4]. Core Insights - The food and beverage sector saw a slight increase of 0.75% during the week of August 4 to August 8, 2025, underperforming the Shanghai Composite Index by 1.37 percentage points [20][1]. - The report highlights the pressure on demand within the liquor industry, prompting companies to innovate and diversify their product offerings to meet consumer needs [2][11]. - The report emphasizes the importance of mid-year performance reports, indicating that companies are focusing on inventory reduction and sales promotion strategies in the short term while planning for long-term consumer engagement and market expansion [2][13]. Summary by Sections 1. Liquor Industry - Companies like Guizhou Moutai and Wuliangye are actively launching new products to adapt to changing consumer preferences, with Moutai's recent product launch achieving significant sales [2][11]. - The report notes that the liquor sector is entering a critical phase for mid-year performance reporting, with expectations of inventory reduction and improved sales strategies [2][13]. - Key investment themes include established leaders with proven resilience, companies showing positive feedback from digital initiatives, and those with potential market share growth [2][13]. 2. Consumer Goods - The beer and beverage sectors are entering a peak season, with expectations for strong performance in mid-year reports [3][14]. - The report indicates a shift in the snack industry towards a model driven by product categories and channels, highlighting the need for brands to enhance their market penetration capabilities [3][15]. - Recommendations include focusing on leading companies in the seasoning and frozen food sectors, which are expected to perform steadily [3][16][17]. 3. Dairy Products - The dairy sector is anticipated to see a gradual recovery in demand, supported by favorable policies and improved supply dynamics [3][18]. - The report suggests that leading dairy companies are well-positioned to benefit from the expected demand rebound in 2025 [3][18]. 4. Beverage Sector - The beverage industry is expected to maintain a favorable outlook, with significant growth opportunities in sugar-free tea and energy drinks [3][19]. - The report highlights the performance of leading companies like Nongfu Spring and Dongpeng Beverage, which are expected to accelerate their market presence [3][19].

证券日报网讯千味央厨（001215）8月11日在互动平台回答投资者提问时表示，公司未来将积极创新宣 传形式，拓宽宣传渠道，强化品牌运营，不断提升品牌的知名度和影响力。 ...

格隆汇8月6日｜东方证券研报指出，千味央厨加大线上推广，有望参与京东餐饮即时零售。目前公司C 端业务主要通过电商平台与KA商超的自有品牌定制渠道开展。电商实质上是餐饮零售化的转化，公司 主要围绕适合于家庭便捷加工、1-3人食用的规格，聚焦于营养健康早餐和年节产品的开发，通过线上 销售渠道，拓展C端业务，同时提升品牌认知；在KA自有品牌定制渠道上，公司从选购商品变为定制 产品、联合研发，积极发挥公司多年积累的大客户服务经验、强大的研发能力、快速响应能力等优势。 25Q1销售费用率同比提升2.12pct，主因公司阶段性加大线上推广费用。由于公司预期业绩增速仍快于 大部分其他可比公司，在可比公司25年25倍PE基础上维持15%溢价，对应目标价30.45元，维持"增 持"评级。 ...

（文章来源：证券日报） 证券日报网讯千味央厨8月5日在互动平台回答投资者提问时表示，二级市场股价表现受公司基本面、行 业发展、宏观经济、市场情绪等多种因素影响。敬请投资者注意投资风险。公司生产经营一切正常，未 发生任何应披露而未披露的重大经营变化。公司于2025年4月26日披露了第二期股份回购方案，回购资 金总额不低于人民币4，000万元（含）且不超过人民币6，000万元（含），详见公司《关于第二期以集 中竞价交易方式回购股份方案暨取得金融机构股票回购专项贷款的公告》，该方案已经股东会审议通 过。 ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of 30.45 CNY based on a 15% premium over a comparable company's 25x PE for 2025 [2][9][5]. Core Insights - The company is experiencing short-term profit pressure due to slow revenue recovery and ongoing investments in C-end promotions, leading to revised EPS estimates of 1.05, 1.20, and 1.41 CNY for 2025-2027, down from previous estimates of 2.15 and 2.56 CNY for 2025 and 2026 respectively [2][9]. - The company is actively expanding its C-end business through e-commerce platforms and customized products for key accounts, focusing on convenient meal options for families [8]. - The company is expected to participate in the competitive landscape of JD.com's instant retail, which may enhance its market presence and consumer engagement [8]. Financial Summary - The company's projected revenue for 2025 is 1,962 million CNY, reflecting a 5.0% year-on-year growth, following a decline of 1.7% in 2024 [4]. - Operating profit is expected to recover to 149 million CNY in 2025, with a growth rate of 22.3% compared to a significant drop of 24.5% in 2024 [4]. - The net profit attributable to the parent company is forecasted to be 102 million CNY in 2025, showing a recovery from a 37.7% decline in 2024 [4]. - The company’s gross margin is projected to improve from 23.7% in 2024 to 24.5% in 2025, indicating a positive trend in profitability [4].

Group 1 - The core point of the article is that Qianwei Yangchun announced on the evening of August 1 that as of July 31, 2025, the company has not yet started implementing share repurchase [2] Group 2 - The announcement was made public through a formal notice [2] - The timeline specified in the announcement indicates a future date for potential actions regarding share repurchase [2] - The lack of implementation of share repurchase may reflect the company's current strategic focus or financial position [2]

格隆汇8月1日丨千味央厨(001215.SZ)公布，截至2025年7月31日，公司尚未开始实施股份回购。 ...