（原标题：国标落地倒计时，预制菜概念高开，得利斯涨停） 9月15日，罗永浩与西贝餐饮的"预制菜纷争"余波未平，但资本市场已做出反应。同花顺数据显示，预 制菜（885951）指数开盘涨0.41%，得利斯（002300.SZ）、味知香（605089.SH）开盘涨停，国联水产 （300094.SZ）、盖世食品（836826.SH）涨超5%，千味央厨（001215.SZ）、好当家（600467.SH）等 跟涨。 消息面上，由国家卫健委主导的《预制菜食品安全国家标准》草案已通过审查，即将公开征求意见。值 得关注的是，餐饮门店预制菜使用情况（含是否使用、使用方式）将首次纳入信息披露范围。 天眼查专业版数据显示，截至目前我国现存在业、存续状态的预制菜相关企业超7.4万家。其中，2025 年截至目前新增注册相关企业约9500余家，从企业注册数量趋势来看，2020年以前预制菜相关企业的注 册数量逐年增长，在2021-2022年相关企业的注册数量有所降低。但自2023年起逐渐开始回升，并于 2024年达到企业注册数量顶峰，相关企业数量超1万余家。 广东省食品安全保障促进会副会长朱丹蓬向21财经·南财快讯记者表示，从政策端来说，这 ...

Group 1 - The company, Sun Cable, reported that as of August 29, 2025, the number of shareholders is 46,314 [1]

Core Viewpoint - The recent financial report of Sun Cable (002300) indicates a decline in revenue and net profit for the first half of 2025 compared to the previous year, highlighting challenges in operational performance and increased financial pressures [1] Financial Performance - Total revenue for the first half of 2025 was 5.745 billion yuan, a decrease of 9.32% year-on-year [1] - Net profit attributable to shareholders was 59.8451 million yuan, down 4.56% year-on-year [1] - The gross profit margin was 3.68%, a decrease of 2.92% year-on-year, while the net profit margin was 0.85%, down 5.55% year-on-year [1] - The total of selling, administrative, and financial expenses reached 136 million yuan, accounting for 2.37% of revenue, an increase of 20.08% year-on-year [1] Cash Flow and Debt - The company reported a significant increase in cash and cash equivalents, with a change of 101.39%, attributed to reduced cash outflows from operating activities [4] - The net increase in borrowings was 9.73 billion yuan, reflecting a rise in short-term borrowing by 63.79% due to operational needs [4][2] - The company’s cash flow from operating activities showed a net increase of 22.30%, despite a decrease in cash received from sales [3] Asset and Liability Management - Accounts receivable represented a substantial 1755.19% of net profit, indicating potential liquidity issues [10] - Inventory increased by 36.65% due to rising raw material costs, while long-term equity investments surged by 85.63% following the establishment of a joint venture [2] - The company’s total interest-bearing debt rose to 3.296 billion yuan, an increase of 3.84% year-on-year [1] Operational Efficiency - The return on invested capital (ROIC) for the previous year was 2.73%, indicating weak capital returns [6] - The company’s business model relies heavily on marketing-driven strategies, necessitating a deeper analysis of the underlying factors [8] Financial Health Indicators - The company maintains a healthy cash asset position, but the ratio of cash assets to current liabilities is only 32.9% [9] - The interest-bearing debt ratio has reached 46.3%, raising concerns about financial leverage [10]

Core Viewpoint - Sun Cable (002300.SZ) reported its semi-annual results for 2025, highlighting a significant institutional ownership of its A-shares, which indicates strong investor confidence in the company [1] Institutional Ownership - As of August 25, 2025, seven institutional investors disclosed their holdings in Sun Cable, totaling 429 million shares, which represents 59.44% of the company's total share capital [1] - The institutional investors include notable entities such as Fuzhou Taishun Industrial Co., Ltd., Fujian Yili Group Co., Ltd., and Xiamen Xiangyu Group Co., Ltd. [1] - Compared to the previous quarter, the total institutional ownership increased by 0.20 percentage points [1]

Core Points - The company, Fujian Nanping Sun Cable Co., Ltd., held its second meeting of the 11th Board of Directors on August 25, 2025, via telecommunication, with all 12 directors present [8][10] - The board approved the 2025 semi-annual report and its summary, with a unanimous vote of 12 in favor [9][10] - The company will not distribute cash dividends, issue bonus shares, or increase capital from reserves during the reporting period [3] Company Overview - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5] - The company conducted a board election during the reporting period, resulting in the formation of the 11th Board of Directors, which consists of 12 members, including four independent directors and one employee representative [4][6] Governance and Compliance - The company revised its Articles of Association and related governance documents to enhance operational standards and governance structure, in compliance with relevant laws and regulations [6] - The board approved several amendments to internal regulations, including the President's Work Rules and various committee work rules, all of which were unanimously supported by the board [12][15][18][21][24]

Company Overview - Sun Cable (SZ 002300) announced the convening of its 11th second board meeting on August 25, 2025, via teleconference to review documents including the proposal to amend the "Nomination Committee Work Rules" [1] - As of the report, Sun Cable has a market capitalization of 4.8 billion yuan [1] Financial Performance - For the first half of 2025, Sun Cable's revenue composition is as follows: copper processing accounts for 53.53%, wire and cable manufacturing for 44.89%, and other businesses for 1.58% [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the first half of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first half of 2025 was 5.745 billion yuan, a year-on-year decrease of 9.32% [1] - The net profit attributable to shareholders of the listed company was 59.8451 million yuan, down 4.56% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 42.2215 million yuan, reflecting a year-on-year decrease of 26.18% [1] - The basic earnings per share were 0.0828 yuan [1]

Core Insights - The company reported a revenue of 5.745 billion yuan for the first half of 2025, representing a year-on-year decline of 9.32% [1] - The net profit attributable to shareholders was 59.8451 million yuan, down 4.56% year-on-year [1] - The net profit excluding non-recurring gains and losses was 42.2215 million yuan, reflecting a significant year-on-year decrease of 26.18% [1] - The basic earnings per share stood at 0.0828 yuan [1]

福建南平太阳电缆股份有限公司 第一条 按照建立现代企业制度的要求，为进一步完善福建南平太阳电缆股 份有限公司（以下简称"公司"）的公司法人治理结构，根据《中华人民共和国 公司法》（以下简称"《公司法》"）、中国证券监督管理委员会（以下简称"中国 证监会"）发布的《上市公司治理准则》《上市公司章程指引》、深圳证券交易所发 布的《深圳证券交易所股票上市规则》《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》以及其他有关法律、法规、规章、规范性文件和《福 建南平太阳电缆股份有限公司章程》（以下简称"《公司章程》"）的规定，结合公 司的实际情况，制定本细则。 第二条 公司总裁负责主持公司的生产经营管理工作，组织实施董事会决议， 对董事会负责。 总裁工作细则 第一章 总则 第二章 总裁的任职资格与任免程序 第三条 总裁任职应当具备下列资格： (一)具有较丰富的经济理论知识、管理知识及实践经验，具有较强的经营管 理能力、决策能力和行政执行能力； (二)具有调动员工积极性、建立合理的公司组织机构、协调各种内外关系和 统揽全局的能力； (三)诚信勤勉，廉洁奉公，民主公道； 在公司控股股东单位担任除董事、 ...

福建南平太阳电缆股份有限公司 董事会提名委员会工作细则 第一章 总则 第三条 提名委员会所作决议，应当符合有关法律、法规、规章、规范性文件、 《公司章程》及本细则的规定。提名委员会决议内容违反有关法律、法规、规章、 规范性文件、《公司章程》或本细则的规定的，该项决议无效。提名委员会决策程序 违反有关法律、法规、规章、规范性文件、《公司章程》或本细则的规定的，自该决 议作出之日起 60 日内，有关利害关系人可向公司董事会提出撤销该项决议。 第二章 人员组成 第四条 提名委员会委员由三名董事组成，其中，独立董事二名。提名委员会 委员由公司董事会选举产生。 第五条 提名委员会设主任（召集人，下同）一名，由独立董事委员担任。提 名委员会主任在委员内选举，并报请董事会批准产生。 提名委员会主任负责召集和主持提名委员会会议，当提名委员会主任不能履行 职务或者不履行职务时，由过半数的提名委员会委员共同推举的一名提名委员会委 员召集和主持提名委员会会议。 第一条 为规范福建南平太阳电缆股份有限公司（以下简称"公司"）法人治理 结构，优化公司董事会和经营管理层的组成结构，促使董事会提名、任免董事和高 级管理人员的程序更加科学和 ...