Group 1 - The core viewpoint of the article indicates that the beef market is entering a new upward cycle driven by policies, capacity adjustments, and demand recovery, particularly as the Spring Festival approaches, leading to a seasonal price increase [1][2] - The average price of beef in China's wholesale markets was reported at 66.13 yuan per kilogram on February 10, showing a slight increase from 65.94 yuan per kilogram on January 4 and 65.95 yuan per kilogram on February 2, reflecting a stable upward trend [1] - Analysts suggest that the beef industry is transitioning from a long-term downward trend, with the market expected to face a "high rebound, weak seasonality, and a weak market finish" in 2025 due to the interplay between ample supply and weak demand [1][2] Group 2 - The implementation of new import policies starting January 1, 2026, which will impose additional tariffs of 55% on beef imports beyond a specified quota, is expected to reduce import volumes and increase costs, thereby alleviating domestic supply pressure and supporting domestic beef prices [1][2] - Analysts from Guoxin Securities predict that the tightening of import policies will lead to a decrease in beef imports and an increase in domestic beef prices, creating a favorable environment for domestic beef producers [2] - The collaboration between Shandong Delisi Food Co., Ltd. and the internet platform Feixiong Lingxian represents a strategic move towards resource integration and upgrading within the industry, aiming to enhance the quality and cost-effectiveness of beef sourcing [3] Group 3 - The Chinese beef industry is at a critical juncture as it transitions between old and new cycles, with domestic production capacity expected to shrink and tightening import policies reducing the supply of low-cost beef [4] - As the macroeconomic environment stabilizes and restaurant consumption gradually recovers, demand for beef is anticipated to strengthen, benefiting various segments of the industry, including breeding, slaughtering, processing, and branding [4] - The optimization of industry structure and price recovery is likely to create new development opportunities for the beef sector [4]

Core Viewpoint - The company, Delisi, announced the receipt of a government subsidy of 20 million yuan, which is part of a total subsidy of 38 million yuan announced for 2025, significantly impacting its net profit [1] Group 1: Financial Impact - The received subsidy of 20 million yuan accounts for 59.40% of the most recent net profit attributable to shareholders [1] - The subsidy is related to revenue and will be included in the current period's profit and loss, with the specific impact to be determined upon annual audit [1]

Group 1 - The company announced on February 6 that it received a government subsidy of 38 million yuan, which accounts for 112.85% of the absolute value of the net profit attributable to shareholders for the most recent audited fiscal year [1] - The first tranche of the government subsidy, amounting to 20 million yuan, has been received, representing 59.40% of the absolute value of the net profit attributable to shareholders for the latest audited period [1]

证券代码：002330 证券简称：得利斯 公告编号：2026-008 山东得利斯食品股份有限公司 关于收到政府补助的进展公告 一、公司获得政府补助的进展情况 山东得利斯食品股份有限公司（以下简称"公司"）于 2025 年 12 月 27 日披 露了《关于收到政府补助的公告》（公告编号：2025-072），公司获得与收益相关 的政府补助 3,800 万元，占公司最近一个会计年度经审计归属于上市公司股东净利 润绝对值的 112.85%，款项尚未收到。 本公司及董事会全体成员保证信息披露的内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 近日，公司收到该次第一笔政府补助资金 2,000 万元，占公司最近一期经审计 归属于上市公司股东的净利润绝对值的 59.40%。 三、补助的类型及其对上市公司的影响 1、补助的类型 根据《企业会计准则第 16 号—政府补助》的规定，与资产相关的政府补助， 是指企业取得的、用于购建或以其他方式形成长期资产的政府补助；与收益相关的 政府补助，是指除与资产相关的政府补助之外的政府补助。公司本次获得的政府补 助不用于购建或以其他方式形成长期资产，故为与收益相关的政府补助。 2、 ...

Group 1 - The company, Delisi (002330), is actively expanding its online marketing channels and increasing collaborations with third-party live streaming platforms and influencers [1] - Delisi has partnered with various influencers such as Xinba, Hu Haiquan, Li Yaping, and Dandan, and continues to collaborate with platforms like Dongfang Zhenxuan and Hui Tongxing [1] - Currently, there is no commercial cooperation between the company and Mr. Li Yaping [1]

Group 1 - The company, Delisi (002330), has previously collaborated with Li Yapeng for live-streaming sales, focusing on products such as juicy grilled sausages and fragrant marinated beef [1]

Core Insights - The company, Delisi, reported that as of January 31, 2026, the number of shareholders is 36,746 [2] Company Information - Delisi has engaged with investors through an interactive platform, indicating a level of transparency and communication with its shareholder base [2] - The increase in the number of shareholders may reflect growing interest in the company and its potential for future growth [2]

Group 1 - The company, Delisi (002330.SZ), has previously collaborated with Mr. Li Yapeng for live-streaming sales [1] - The main products sold during this collaboration included juicy grilled sausages and fragrant marinated beef [1]

Core Viewpoint - Delisi (002330.SZ) has engaged in a live-streaming sales collaboration with Mr. Li Yapeng, primarily selling products such as juicy grilled sausages and fragrant braised beef [1] Group 1 - The company has previously partnered with a celebrity for live-streaming sales [1] - The products featured in the collaboration include grilled sausages and braised beef [1]

Group 1 - The company is actively expanding its online marketing channels and increasing collaborations with third-party live streaming platforms and influencers [1] - The company has partnered with various influencers such as Xinba, Hu Haiquan, Li Yaping, and Dandan, and continues to collaborate with brands like Dongfang Zhenxuan and Hui Tongxing [1] - Currently, there is no commercial cooperation between the company and Mr. Li Yaping [1]