证券之星消息，1月29日食品加工板块较上一交易日上涨1.22%，三全食品领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002216 | 三年食品 | 11.93 | 4.19% | 15.94万 | | 1.87亿 | | 920429 | 康比特 | 16.29 | 3.56% | 2.99万 | 4816.29万 | | | 002330 | 得利斯 | 5.32 | 3.50% | 39.87万 | | 2.12亿 | | 920826 | 盖世食品 | 14.05 | 3.16% | 7.80万 | | 1.08亿 | | 603345 | 安井食品 | 91.10 | 2.71% | 5.98万 | | 5.39亿 | | 600073 | 光明肉业 | 6.69 | 2.45% | 23.19万 | | 1.54亿 | | 60353 ...

Group 1 - The food processing sector increased by 0.41% on January 22, with Jiaoda Onlly leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the food processing sector showed various performance, with Jiaoda Onlly closing at 6.93, up 4.52%, and Hai Xin Food at 6.81, up 2.10% [1] Group 2 - The food processing sector experienced a net outflow of 28.83 million yuan from main funds, while retail investors saw a net inflow of 51.78 million yuan [2] - The trading volume and turnover for key stocks varied, with Jiaoda Onlly having a trading volume of 190,700 shares and a turnover of 131 million yuan [1][2] - The stock performance of several companies showed mixed results, with some stocks like ST Chuntian and Xianle Health declining by 1.39% and 1.27% respectively [2] Group 3 - Main fund inflows were observed in stocks like Jiaoda Onlly with a net inflow of 14.38 million yuan, while retail investors showed a net inflow of 11.80 million yuan [3] - Stocks such as Shuanghui Development and Jinzi Ham also saw significant main fund inflows of 11.39 million yuan and 10.64 million yuan respectively [3] - The overall sentiment in the food processing sector appears mixed, with some stocks attracting retail interest despite main fund outflows [3]

三全食品 20260121 摘要 三全食品预计 2024 年汤圆季整体销售额将实现双位数增长，保守估计 也有中个位数增长，全年汤圆销售体量预计在 15 亿以上，其中新品占 比约 3~4 亿，12 月出现断货，春节后至元宵节仍有发货需求。 2025 年三全食品 C 端收入约 52~53 亿，占全年 66 亿总收入的大部分， 经销渠道约 40 亿左右，商超 7 亿左右，电商 4 亿左右，电商业务保持 双位数增长，C 端表现优于 B 端，零售经销渠道逐步恢复增长。 三全食品通过产品改造，推出"多多"系列饺子，提高了品质并缩短了 价值链，使终端价格下降，今年已达到两个多亿的销售额，同时"黄金 比例"系列饺子也表现良好。 三全食品零售直营渠道通过定制品降低费用并提升盈利能力，定制品毛 利低但基本无费用，有稳定盈利，约 4-5 个百分点，是今年三四季度商 超直营渠道利润显著改善的重要原因之一。 2025 年三全食品电商收入增长及盈利能力改善，亏损情况显著改善， 预计第四季度将降至个位数，同时电商业务仍能保持双位数左右的增长， 主要原因是效率提升、管理能力增强、运营能力提高，以及费用投放效 率更高。 Q&A 请介绍一下三全 ...

Investment Rating - The report suggests a positive investment outlook for the liquor and frozen food sectors, particularly highlighting the upcoming Spring Festival as a catalyst for sales growth in the liquor industry [1][2]. Core Insights - The liquor market is expected to see improved sales performance as the Spring Festival approaches, with Moutai leading the way. The report indicates that Moutai's pricing strategy and sales performance are likely to drive industry-wide improvements [1][2]. - The frozen food sector is experiencing a recovery, with demand rebounding and price competition easing. Leading companies in this sector are expected to benefit significantly from this trend [2]. - The snack food segment is also showing signs of recovery, with companies that faced challenges in 2025 beginning to emerge from their operational lows. The upcoming Spring Festival is anticipated to boost inventory levels and sales [2]. Summary by Sections Liquor Sector - The report indicates that as the Spring Festival approaches, channel collections are progressing normally, and sales are expected to improve slightly despite year-on-year pressure. Moutai is expected to perform strongly, with its pricing strategy showing a stabilizing effect [2]. - The report emphasizes that liquor companies are prioritizing volume over price and focusing on quality to gain market share [2]. Frozen Food Sector - The frozen food market is currently in its peak sales season, with demand showing a month-on-month recovery. The report notes that leading companies are likely to see revenue growth due to a low base effect and improved profit margins [2]. Snack Food Sector - Companies in the snack food sector that faced challenges in 2025 are now gradually recovering. The report highlights that the upcoming Spring Festival will significantly enhance inventory levels and sales opportunities for these companies [2]. Specific Companies - Moutai, Guizhou Moutai, and other leading liquor brands are recommended for short-term investment due to their strong performance during the Spring Festival [1]. - Companies like Sanquan Foods and others are noted for their innovative product launches and channel strategies, which are expected to drive revenue growth [4].

证券代码：002216 证券简称：三全食品 公告编号：2026-002 注：陈泽民先生质押股份中限售股限售类型为高管锁定股。 二、股东股份累计质押的情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名 | 持股数量 | 持股比 | 本次质 押前质 | 本次质 押后质 | 占其所 | 占公 | 已质押 股份限 | | | 占未质 | | | | | | | | 司总 | | 占已质 | 未质押股 | | | 称 | （万股） | 例 | 押股份 | 押股份 | 持股份 | 股本 | 售和冻 | 押股份 | 份限售数 | 押股份 | | | | | 数量（万 | 数量（万 | 比例 | 比例 | 结数量 | 比例 | 量（万股） | 比例 | | | | | 股） | 股） | | | （万 | | | | | | | | | | | | 股） | | | | | 陈泽民 | ...

Core Viewpoint - The announcement from Sanquan Foods indicates that shareholder Chen Zemin has pledged part of his shares for personal financing, which does not pose a risk to control changes or lead to margin call risks [1] Group 1: Share Pledge Details - Chen Zemin has pledged a total of 16.6 million shares, representing 20.33% of his holdings and 1.89% of the company's total share capital [1] - The pledged shares are secured by China International Capital Corporation Wealth Securities Co., Ltd., with the pledge period set from January 15, 2026, to January 15, 2027 [1] Group 2: Overall Pledge Status - As of the announcement date, Chen Zemin has cumulatively pledged 24 million shares, which accounts for 29.39% of his holdings and 2.73% of the company's total share capital [1] - The controlling shareholder and their concerted parties have the ability to fulfill their obligations, ensuring that the pledge will not lead to a change in control [1]

（企业公告） 1月15日，三全食品发布投资者关系活动记录表。当中披露，关于公司在渠道端的核心举措，三全食品 称，公司直营渠道积极拥抱定制化，提升产品品质及客户需求响应速度，加强客户服务能力，与各大零 售系统"总对总"合作，积极沟通，拓展业务空间，连续几个季度定制产品 SKU 数量持续增长，收入降 幅持续收窄，盈利能力显著改善；电商渠道持续提升运营能力，精准费用投放，在改善渠道盈利水平的 同时积极发挥电商渠道新产品推广试验、品牌宣传的功能；经销渠道持续优化经销商结构，扶持弱势区 域客户、对优质高增长客户匹配服务人员，提供贴身服务，帮助经销商开拓场景，与经销商共同成长。 ...

Group 1: Core Initiatives and Product Adjustments - The company has embraced customization in direct channels, enhancing product quality and customer response speed, leading to a continuous increase in customized product SKUs and improved profitability [2] - New product launches include "China Good Dumplings," "Duo Duo Series" dumplings, and "Golden Ratio Dumplings," which cater to diverse consumer needs and have performed well in the market [2][3] - The company has optimized its distribution structure, supporting weaker regional clients and matching high-growth customers with dedicated service personnel [2] Group 2: Future Growth Opportunities - The company is strategically expanding its instant retail business by deepening collaborations with major platforms like Taobao, Meituan, and JD.com, aiming to accelerate home delivery and flash warehouse operations [3] - Plans to enhance service capabilities for chain restaurant clients and co-develop products to meet evolving customer demands are in place [3] - The company is actively pursuing overseas market opportunities, having obtained necessary investment certifications and completed registrations for subsidiaries in Hong Kong, Cayman Islands, and Australia [3] Group 3: Dividend Considerations - Future dividends will be determined based on the company's development stage, profitability, funding needs, and shareholder returns, aiming for a balanced approach to long-term, stable, and sustainable shareholder returns [3]

Group 1 - The core viewpoint of the news is that Sanquan Foods has experienced a slight decline in stock price and a mixed performance in terms of trading volume and market capitalization [1] - As of January 14, Sanquan Foods' stock price was 11.40 yuan per share, with a market capitalization of 10.023 billion yuan [1] - The company has seen a year-to-date stock price increase of 0.97%, with a 5-day increase of 0.97%, a 20-day increase of 1.79%, and a 60-day increase of 5.26% [1] Group 2 - As of September 30, the number of shareholders for Sanquan Foods was 44,000, a decrease of 1.48% from the previous period [2] - The average circulating shares per person increased by 1.50% to 14,319 shares [2] - For the period from January to September 2025, Sanquan Foods achieved an operating income of 5 billion yuan, a year-on-year decrease of 2.44%, while the net profit attributable to the parent company was 396 million yuan, a year-on-year increase of 0.37% [2] Group 3 - Sanquan Foods has distributed a total of 1.959 billion yuan in dividends since its A-share listing, with 1.011 billion yuan distributed in the last three years [3]

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]