值得关注的是，挪瓦咖啡的扩张模式较为特殊。首创"咖啡+便利店"联营模式，店中店占比超60%，单店初始投入不足2万元，2025年通过美宜佳等渠道实现 日均杯量增长210%。 幸运咖创立于 2017 年，是蜜雪集团旗下现磨咖啡品牌，蜜雪集团强大的供应链为幸运咖的扩张提供了基础。幸运咖主要产品定价仅为 6-8 元，截至目前， 幸运咖的门店已覆盖全国超 300 座城市，包括一线、二三线城市及广大下沉市场。其中，一线市场的门店数已超千家，北京地区门店数达到100家。 在眺远咨询董事长兼CEO高承远看来，幸运咖与挪瓦的"万店"并非奇迹，而是把蜜雪冰城和瑞幸验证过的公式再跑一遍：极致低价（6-8元）、小店档口、 加盟杠杆、供应链共享。幸运咖背靠蜜雪，原料、物流、仓储一键复用，加盟商"带着钱就能开"；挪瓦则把"小店+外卖"写进DNA，30平米就能起盘，日销 150杯打平。两者共同短板是品牌厚度——幸运咖被戏称"咖啡版蜜雪"，挪瓦在华东以外认知度仍低；当价格战打到4.9元一杯，加盟商毛利被压缩至50%以 下，关店风险陡增。快速扩张的核心是"供应链红利+低门槛杠杆"，谁先占住街角谁就拿到下一轮融资门票。 而从加盟商的角度来说，是 ...

证券代码：001219 证券简称：青岛食品 公告编号：2025-047 青岛食品股份有限公司首次公开发行前已发行股份 部分解除限售上市流通提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、青岛食品股份有限公司（以下简称"公司"）本次解除限售股份为首次公 开发行前已发行的部分股份； 2、本次解除限售股份的数量为 97,988 股，占公司股本总额的 0.0503%； 3、本次解除限售股份的上市流通日期为 2025 年 12 月 19 日（星期五）。 一、首次公开发行股份及上市后股本变动概况 （一）首次公开发行股份情况 公司首次公开发行股份前总股本为 66,550,000 股，经中国证券监督管理委员 会（以下简称"中国证监会"）《关于核准青岛食品股份有限公司首次公开发行股 票的批复》（证监许可[2021]2383 号）核准，公司首次公开发行人民币普通股（A 股）2,220 万股；经深圳证券交易所《关于青岛食品股份有限公司人民币普通股股 票上市的通知》（深证上[2021]1021 号）同意，公司首次公开发行的人民币普通 股股票于 2021 年 ...

中信证券股份有限公司 关于青岛食品股份有限公司首次公开发行前已发行股份 部分解除限售上市流通的核查意见 中信证券股份有限公司（以下简称"保荐人"）作为青岛食品股份有限公司 （以下简称"青岛食品"、"公司"）首次公开发行股票并上市及持续督导的保 荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上市规则 （2025 年修订）》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业 务》等有关规定，对青岛食品首次公开发行前已发行股份部分解除限售并上市流 通事项进行了核查，核查情况如下： 一、首次公开发行股份及上市后股本变动概况 本次上市流通的限售股为公司首次公开发行并上市前未办理股份确权登记， 上市当日暂存于青岛食品股份有限公司未确权股份托管专用证券账户（以下简称 "未确权账户"）的部分股份由方志贞、陶青、马建华、李秉进、赵茹茹、盛华 英、鲁伟丽、左进、张瑞芳、孙绪珍、邱奇、孙秀明、杜玉琏、王中兴、王忠华 共 15 户股东持有，合计 97,988 股。公司首次公开发行并上市后，上述股权已完 成确权，并已在中国证券登记结算有限 ...

Group 1 - Shouyao Holdings is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with intermediaries regarding the specifics of the listing [1] - Jiangsu Guoxin's subsidiary, Guoxin Mazhou, has completed the trial operation of a 1000MW coal-fired power unit, which is set to officially commence operations on December 12, 2025 [2] - Yuekang Pharmaceutical's mRNA tumor vaccine has received clinical trial approval from the National Medical Products Administration for treating advanced solid tumors [3] Group 2 - Dongli New Science plans to invest 666 million yuan in the restructuring of SAIC Hongyan, acquiring approximately 14.66% equity post-restructuring [4] - Longsheng Technology is set to invest approximately 350 million yuan in the establishment of an intelligent robot innovation center in Wuxi [5] - Shangwei Co. has received a government subsidy of 2.212 million yuan, which accounts for 13.53% of its audited net profit for 2024 [6] Group 3 - Anglikang has received drug registration certificates for Diclofenac Sodium Enteric-Coated Tablets and approval for a supplemental application for Sacubitril/Valsartan Sodium Tablets [7] - Guangzhou Development has received acceptance notices for the registration of 8 billion yuan in medium-term notes and 6 billion yuan in short-term financing bonds [8] - Kebo Da plans to increase capital by 21.2 million euros (approximately 174 million yuan) in its wholly-owned subsidiary in Germany [9][10] Group 4 - Changguang Huaxin has received a total of 11.6672 million yuan in government subsidies, including 8.0552 million yuan related to income [11] - Haizheng Pharmaceutical's subsidiary has received a European Pharmacopoeia suitability certificate for its raw material [12] - Qianjin Pharmaceutical's subsidiary has received a drug registration certificate for Lurasidone Hydrochloride Tablets, used for treating schizophrenia [13] Group 5 - Daimai Co. has received a warning letter from the Shanghai Securities Regulatory Bureau due to failure to timely disclose a significant event related to a fire incident [14] - ST Changyao's subsidiary has recently ceased production due to financial difficulties and competitive pressures in the photovoltaic industry [15] - Guodian Power is investing in the construction of a 2×1000MW expansion project at the Ganbi Power Plant, with a total dynamic investment of 7.218 billion yuan [16] Group 6 - Kaichuang International's subsidiary has completed the handover of a tuna purse seine vessel, expected to be operational by 2026 [16] - Tieke Rail plans to sign an energy management agreement for a distributed photovoltaic project, which is expected to save approximately 1.441 million yuan in electricity costs over 25 years [18] - Bailian Co. plans to sign a land compensation agreement with Friendship Logistics, with a total compensation of 103 million yuan [19] Group 7 - Dayu Water-saving's subsidiary has been pre-awarded two high-standard farmland construction projects, with total expected amounts of 137 million yuan and 135 million yuan respectively [20] - Tianma Technology reported a total eel output of approximately 1197.15 tons in November, with sales prices ranging from 53,000 yuan/ton to 89,000 yuan/ton [21] - Guorui Technology's subsidiary has been shortlisted for the GXLF project with a bid of 76 million yuan [22] Group 8 - Qingdao Food's deputy general manager has resigned for personal reasons [23] - Guosheng Zhike plans to use up to 900 million yuan of idle funds for cash management [24] - Guodian Nanrui plans to use up to 23 billion yuan of idle funds for entrusted wealth management [25] Group 9 - Jiahuan Energy plans to merge its wholly-owned subsidiary, Zhejiang Jiahuan Hydrogen Peroxide Co., Ltd., through an overall absorption merger [26] - Ganyue Expressway reported vehicle toll service revenue of 309 million yuan for November [27] - Jinling Hotel's chairman has resigned due to work changes [28] Group 10 - Lisheng Pharmaceutical's subsidiary has received drug registration certificates for Apremilast Tablets [29] - Baotai has received a positive opinion from the European Medicines Agency for Gotenfia® for various inflammatory conditions [30] - ST Zhisheng has been awarded a smart city governance project with a bid amount of 104 million yuan [31] Group 11 - Chenxi Aviation and its related personnel have received administrative regulatory measures from the Shaanxi Securities Regulatory Bureau due to financial reporting issues [32] - Portong Medical has appointed Xia Canglan as the new deputy general manager [33] - Maide Medical plans to repurchase shares with a total amount between 20 million and 40 million yuan [34] Group 12 - Jimin Health plans to establish a joint venture with a total investment of 600 million yuan, focusing on AI and software development [35] - Beilu Pharmaceutical has received a drug registration certificate for Pioglitazone Metformin Tablets [36] - Hainan Mining plans to entrust the overall management of the Shiluo Iron Mine to a construction company for three years, with a total contract amount of approximately 818 million yuan [38] Group 13 - Huiyu Pharmaceutical has received a drug registration certificate for Nicardipine Hydrochloride Injection [39] - Baoland has received a government subsidy of 10 million yuan related to income [40] - Qingdao Port has terminated the acquisition of 100% equity in an oil company and 50% equity in Rizhao Shihua due to regulatory concerns [41]

12月12日，青岛食品发布公告称，公司董事会于近日收到公司副总经理田健的辞职报告，因个人原因， 田健申请辞去公司副总经理职务。辞职后，田健将不在公司担任其他任何职务。截至本公告日，田健未 持有公司股票。根据《公司法》《深圳证券交易所上市公司自律监管指引第1 号——主板上市公司规范 运作》和《公司章程》等有关规定，田健的辞职报告自送达公司董事会之日起生效，其辞职不会对公司 日常经营产生不利影响。 （企业公告） ...

证券代码：001219 证券简称：青岛食品 公告编号：2025-048 青岛食品股份有限公司 关于副总经理辞职的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 青岛食品股份有限公司（以下简称"公司"）董事会于近日收到公司副总经 理田健先生的辞职报告，因个人原因，田健先生申请辞去公司副总经理职务。辞 职后，田健先生将不在公司担任其他任何职务。截至本公告日，田健先生未持有 公司股票。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》和《公司章程》等有关规定，田健先生的辞职报告自送达公司 董事会之日起生效，其辞职不会对公司日常经营产生不利影响。 公司对田健先生在任职期间对公司所做出的贡献表示感谢！ 特此公告。 2025 年 12 月 13 日 青岛食品股份有限公司 董事会 ...

青岛食品12月12日公告，公司董事会近日收到副总经理田健的辞职报告，田健因个人原因申请辞去公司 副总经理职务，辞职后将不再担任公司任何职务，辞职报告自送达公司董事会之日起生效。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：001219 证券简称：青岛食品 公告编号：2025-047 青岛食品股份有限公司关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的进展公告 ■ 二、本次继续使用部分闲置募集资金进行现金管理的进展情况 公司及其子公司使用18,000万元闲置募集资金向青岛银行股份有限公司台湾路支行购买结构性存款理财 产品，并已签署相关协议。具体情况如下： 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 青岛食品股份有限公司（以下简称"公司"）于2025年4月16日召开的第十届董事会第十九次会议、第十 届监事会第十五次会议，于2025年5月16日召开的2024年年度股东会，审议通过了《关于使用部分闲置 募集资金进行现金管理的议案》，同意公司及其子公司在不影响募集资金投资项目建设的情况下，拟使 用不超过28,000万元人民币的募集资金进行现金管理，用于购买安全性高、流动性好的理财产品。购买 理财产品额度的使用期限自2024年年度股东会审议通过之日起至2025年年度股东会召开之日止，在上述 使用期限及额度范围 ...

证券代码：001219 证券简称：青岛食品 公告编号：2025-047 青岛食品股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 青岛食品股份有限公司（以下简称"公司"）于2025年4月16日召开的第十 届董事会第十九次会议、第十届监事会第十五次会议，于2025年5月16日召开的 2024年年度股东会，审议通过了《关于使用部分闲置募集资金进行现金管理的议 案》，同意公司及其子公司在不影响募集资金投资项目建设的情况下，拟使用不 超过28,000万元人民币的募集资金进行现金管理，用于购买安全性高、流动性好 的理财产品。购买理财产品额度的使用期限自2024年年度股东会审议通过之日起 至2025年年度股东会召开之日止，在上述使用期限及额度范围内可循环滚动使用。 具体内容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的《关于使 用部分闲置募集资金进行现金管理的公告》（公告编号：2025-011）。 近日，公司使用部分闲置募集资金购买的理财产品已到期赎回， ...

Core Insights - The company primarily generates revenue from traditional products such as biscuits and peanut butter, with a lower contribution from newly launched infant snacks [2] - Infant food is identified as a strategic focus for the company, but the transition from planning to product launch and revenue generation is expected to take a considerable amount of time and carries inherent uncertainties [2] Revenue Sources - Main revenue sources include biscuits and peanut butter, which are traditional strengths of the company [2] - The newly introduced infant snack products have not yet made a significant impact on overall revenue [2] Strategic Direction - The company is strategically positioning itself in the infant food market, indicating a long-term vision [2] - The timeline for product development and market performance in the infant food segment is uncertain and may require a longer period to realize financial contributions [2]