Group 1 - The food processing sector increased by 1.22% on January 29, with Sanquan Foods leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the food processing sector showed significant price increases, with Sanquan Foods rising by 4.19% to a closing price of 11.93 [1] Group 2 - The food processing sector experienced a net inflow of 1.09 billion yuan from institutional investors, while retail investors saw a net outflow of 5457.21 million yuan [2] - Major stocks like Anjuke Foods and Sanquan Foods had substantial net inflows from institutional investors, with Anjuke Foods receiving 57.76 million yuan [3] - Retail investors showed a negative trend, with significant outflows from stocks such as Sanquan Foods and Guangming Meat Industry [3]

转自：新华财经 在国内预制菜行业竞争加剧、同质化严重、利润承压的背景下，海外市场正成为企业寻求增量的关键突 破口。2025年以来，公司坚定推进品牌国际化战略。公司同皇佳食品达成战略合作，筹备设立得利斯南 非代表处；同时携手新加坡陆福投资，整合双方在产品研发、智能制造、跨境投资与本地化运营等领域 的核心优势，共同开拓东南亚及全球市场。 近期，公司董事长赴欧考察，成功敲定了英国、法国、意大利、德国等欧洲多国的市场关键合作伙伴， 初步构建起覆盖西欧、南欧及中欧的立体化销售与服务网络，为得利斯加速拓展欧洲市场、深化全球布 局奠定了坚实基础。（叶鹏） 编辑：赵鼎 作为扎根山东、业务遍及全国的老牌肉制品企业，得利斯此次落子上海，是对既有全国网络的战略升 级。截至目前，公司拥有山东、北京、陕西、吉林、江西五大生产基地，辐射华东、华北、华南、西 北、东北、西南等市场区域。根据此前公告，上海运营中心项目总投资预计9305.99万元，集研发、营 销、品牌推广等于一体，多维度业务支撑体系下，公司有望通过上海城市跳板，深入南方市场腹地，加 大对全国市场乃至全球的辐射力度。 依托上海的电商产业优势，上海运营中心将成为公司电商业务升级的 ...

证券日报网讯 1月26日，得利斯（002330）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东人数为39109户。 ...

加速拓展南方市场 作为扎根山东、业务遍及全国的老牌肉制品企业，得利斯此次落子上海，是对其既有全国网络的战略升 级，有望以此为跳板深入南方市场腹地。 得利斯有关负责人在接受《证券日报》记者采访时表示，目前，得利斯拥有山东、北京、陕西、吉林、 江西五大生产基地，而该公司在南方市场的业务开展能力则相对薄弱。 根据得利斯此前相关公告，上海运营中心建设项目预计总投资9305.99万元，集研发、营销、品牌推广 等多功能于一体，其中，营销中心将构建立体化的市场开拓体系；研发中心则将聚焦中式、西式等预制 食品的创新开发。该公司负责人表示，此举旨在进一步丰富公司在预制食品领域的产品储备，持续在产 品端、标准端、安全端等方面建立技术优势。 广州加倍管理咨询有限公司创始人张蓓蓓对《证券日报》记者表示，在预制菜行业竞争白热化的当下， 通过上海运营中心强化研发，得利斯能够率先推出更具创新性与差异化的产品，满足消费者日益多样化 的饮食需求，有望在产品同质化严重的市场中脱颖而出。 此外，依托上海成熟的电商与新媒体生态，该中心也被赋予推动公司新零售业务进阶的使命。得利斯此 前线上业务已具规模，据悉其新零售事业部2025年销售额已突破1亿元， ...

1月24日，山东得利斯食品股份有限公司（以下简称"得利斯"）上海运营中心及旗舰店在上海市杨浦区 启用。山东省及上海市相关部门负责人，潍坊市、诸城市有关领导，以及公司代表共同出席活动。此举 标志着得利斯在华东市场的布局进入新阶段。 公司董事长郑思敏在启用仪式上表示，上海运营中心是得利斯立足长三角、辐射全中国、链接全世界的 战略抉择。未来，得利斯将以上海总部为引擎，以更优质的产品、更完善的服务、更开放的姿态，共拓 中国肉食品行业的新未来，为推动中国食品行业高质量发展贡献得利斯力量。 值得一提的是，该运营中心同步设立了研发中心，聚焦中式、西式等预制食品的创新开发。得利斯始终 坚持自主创新的发展道路，建设了低温肉制品重点实验室、食品安全追溯与预警工程研究中心两个市级 研发平台，研发能力处于国内领先水平。依托上海先进的技术发展风向和众多的餐饮、食品人才资源， 公司有望构建更具创新能力的技术研发平台，进一步丰富在预制食品领域的产品储备，持续在产品端、 标准端、安全端等方面建立技术优势，助力公司扩大市场份额，夯实预制食品领先企业的地位。 品牌展示与业务协同方面，运营中心将成为链接合作伙伴、消费者与行业的重要桥梁。公司表示， ...

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]

Core Insights - The food processing sector experienced a decline of 0.82% on January 21, with Bright Meat Industry leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Sector Performance - The food processing sector's individual stock performance showed varied results, with *ST Chuntian leading with a rise of 4.85% to a closing price of 4.32 [1] - Other notable gainers included Qianwei Yangchu, which rose by 2.48% to 45.48, and Weizhi Xiang, which increased by 1.43% to 30.56 [1] Stock Trading Data - Bright Meat Industry saw a significant decline of 6.18%, closing at 6.53, with a trading volume of 573,900 shares and a transaction value of 376 million [2] - Other stocks like Baba Foods and Kangbiter also faced declines of 3.47% and 2.34%, respectively [2] Capital Flow Analysis - The food processing sector experienced a net outflow of 61.68 million from institutional investors, while retail investors saw a net inflow of 78.20 million [2] - Individual stock capital flows indicated that *ST Chuntian had a net inflow of 17.58 million from institutional investors, while retail investors contributed a net inflow of 772.11 thousand [3]

Core Viewpoint - The company, Delisi, has not engaged in any certification related to the commercial aviation sector or space station supply chain, and currently does not have any related business activities. However, the company will actively monitor market opportunities and development prospects in these areas [1]. Group 1 - The company has clarified that it is not involved in the commercial aviation or space station supply chain certification [1] - There are no current business operations in these sectors [1] - The company expresses a commitment to observing market opportunities and future developments in these fields [1]

Core Viewpoint - The company, Delisi, is engaging in discussions with Guizhou Moutai Group regarding industry upgrades, brand internationalization, and sustainable development, indicating a potential for future collaboration in technology research and market resource integration [1]. Group 1 - Delisi has communicated with investors about its discussions with Guizhou Moutai Group during a recent visit [1]. - The topics of discussion included industry upgrades, brand internationalization, and sustainable development [1]. - Both companies plan to maintain good communication and explore collaboration opportunities in technology research and market resource integration [1].

Core Viewpoint - As of January 19, 14 listed companies in Shandong have disclosed their annual performance forecasts, with 8 companies expecting profits and 6 anticipating losses [1] Group 1: Profit Forecasts - Zhenghai Magnetic Materials is expected to have the highest net profit, projected between 310 million to 380 million yuan, representing a year-on-year growth of 235.72% to 311.52% [2][3] - Wohua Pharmaceutical forecasts a net profit of 80 million to 115 million yuan, with a year-on-year increase of 119.76% to 215.90% [2][3] - Shandong Zhanggu is expected to achieve a net profit of 72 million to 80 million yuan, with a growth rate of 0.65% to 11.83% [3] - Dongcheng Environmental Protection anticipates a net profit of 55 million to 70 million yuan, reflecting a growth of 29.11% to 64.32% [3] - Jiujia Family forecasts a net profit of 51.5 million to 66.8 million yuan, with a significant increase of 226.86% to 323.97% [3] - Haineng Technology expects a net profit of 41 million to 44 million yuan, with growth of 213.65% to 236.61% [3] - KJ Intelligent anticipates a net profit of 29.5 million to 34 million yuan [3] - Delisi forecasts a net profit of 4 million to 6 million yuan, with a growth of 111.88% to 117.82% [4] Group 2: Loss Forecasts - Delisi expects a net profit of -61 million to -63 million yuan after excluding non-recurring gains and losses, a decline of 24.28% to 28.35% year-on-year [4] - Weiyuan Co. predicts the largest loss, with a net profit forecast of -950 million to -1.05 billion yuan, impacted by significant impairment provisions [5] - Shandong Fiberglass anticipates a loss of -1.474 million to -983 million yuan, but this represents an improvement of 8.419 million to 8.910 million yuan compared to the previous year [6]