证券之星消息，7月30日食品加工板块较上一交易日上涨0.57%，光明肉业领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。食品加工板块个股涨跌见下表： 从资金流向上来看，当日食品加工板块主力资金净流出2534.16万元，游资资金净流出462.48万元，散户 资金净流入2996.64万元。食品加工板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600073 光明肉业 | | 1800.84万 | 4.20% | 2633.61万 | 6.15% | -4434.44万 | -10.35% | | 603345 安井食品 | | 929.83万 | 2.71% | 33.57万 | 0.10% | -963.40万 | -2.81% | | 001215 千味央厨 | | 715.62万 | 7.40% | -99.48万 | -1.03 ...

此外，得利斯在山东省生产基地投入智能化生产线，以新质生产力赋能产业链升级，实现"效率与品质 双跃升"。同时，得利斯积极进行数字化转型，与用友合作搭建全链管理系统，从采购到销售全程可 控，降本增效。 在营销布局上，得利斯在线上抢占流量高地，实现直播电商破圈。得利斯董事长郑思敏亲自直播，个人 账号粉丝近30万，精准触达年轻消费群体。在线下，得利斯同步加快渠道深耕，实现资源共享与双向赋 能，全面构建线上线下融合发展的营销网络。2025年，得利斯加快国际化布局，启动"出海双引擎"，积 极开拓非洲市场，同时瞄准东南亚、中东、欧洲，研发符合当地口味的产品，推动山东制造走向全球餐 桌。 得利斯的成长，是山东省食品工业高质量发展的缩影。得利斯将继续驱动全链创新，以数字化转型重塑 消费体验，让"老字号"焕发"新活力"；将立足山东省产业优势，依托"山东好品"品牌影响力，充分发挥 企业示范作用，为潍坊食品加工产业高质量发展注入新动能，让更多"山东制造"优质产品走向全国、迈 向世界。 7月29日，山东省潍坊市人民政府新闻办公室在山东得利斯食品股份有限公司（以下简称"得利斯"）召 开"产业链上的山东好品牌"潍坊市食品加工产业首场记者见 ...

Market Overview - The pre-prepared food market in China reached a scale of 485 billion yuan in 2024, with a year-on-year growth of 33.8%, showing an overall upward trend [1] - By 2026, the market size is expected to reach 749 billion yuan due to advancements in technology and supportive policies [1] Regional Distribution - The top 100 pre-prepared food companies exhibit significant regional clustering, with Guangdong leading with 21 companies, followed by Shanghai with 11, and Shandong, Zhejiang, and Hunan each having 9 [1] - Shandong has 9 companies on the list, including 6 publicly listed firms such as Delisi, Huifa Food, and Longda Food [3] Industry Characteristics - The pre-prepared food industry in China shows distinct regional characteristics, with companies leveraging local resource advantages for differentiated development [4] - Guangdong is recognized as an industrial cluster with products like cold chain seafood and traditional Cantonese cuisine, while Zhejiang focuses on convenient, ready-to-eat meals [4] Future Trends - The industry is expected to evolve towards smart, high-end, and international development [6] - The growth rate of the pre-prepared food market is projected to decrease from 33.8% in 2023 to 27.3% in 2024, indicating a shift from quantity expansion to quality selection [6]

Group 1 - The third China International (Foshan) Pre-made Food Industry Conference was held, releasing the "Top 100 Pre-made Food Enterprises in China by 2025" list, with 100 companies from 17 provinces (cities, districts) included [1][2] - Guangdong leads the nation with 21 companies on the list, including Dongguan's Hongjun Catering [1][2] - The ranking is based on data from mainstream e-commerce platforms, corporate financial reports, consumer reputation, media evaluations, product innovation, and other metrics, using the iiMeval big data evaluation model [2] Group 2 - The top-ranked company is Shuanghui Group, followed by well-known brands such as Haidilao, Wens Foodstuff, and others in the top ten [2] - Hongjun Catering, established in 1998, specializes in providing group meal services, catering consulting, kitchen design, and agricultural product distribution, and is noted for introducing robotic operations and standardized management [5] - Dongguan's food industry is rapidly transforming, with over 226 large-scale food enterprises, and the total output value of the food industry expected to exceed 100 billion in 2024 [6]

Core Insights - Delisi Group is leveraging a "9+3+N" modern industrial system strategy in Weifang City, focusing on the integration of multiple chains to transition from traditional meat processing to a full value chain in prepared dishes, promoting agricultural modernization and rural economic diversification [1] Group 1: Company Strategy and Operations - Delisi has established five major production bases in Shandong, Beijing, Shaanxi, Jilin, and Jiangxi, with significant slaughtering capacities of 1 million heads/year in Shandong and 2 million heads/year in Jilin, while a new 2 million heads/year project in Shaanxi is under construction to enhance raw material security [2] - The company has achieved an annual production capacity of 180,000 tons in prepared dishes, including 100,000 tons of pork/chicken and 30,000 tons of beef in Shandong, along with 50,000 tons in the Shaanxi base, and the establishment of Jiangxi Delisi Food Co., Ltd. supports a nationwide layout with regional customization [2] - Delisi aims to enhance the synergy between primary, secondary, and tertiary industries by extending the agricultural value chain, converting primary agricultural products into high-value prepared foods, thus improving resource utilization efficiency and promoting standardization in upstream breeding and convenience in downstream dining [2] Group 2: Innovation and Market Strategy - The company is focusing on a "production and sales coordination" strategy, accelerating capacity release in Shaanxi and Jiangxi, and improving supply chain networks across various regions including East, North, South, Northwest, and Southwest China [3] - Delisi is committed to product innovation by deepening its focus on major products while developing differentiated new products that reflect local culinary characteristics, thereby enhancing market competitiveness [3] - The company plans to establish a comprehensive marketing network to penetrate lower-tier markets and accelerate new retail initiatives, aiming for value enhancement across the entire industrial chain [3] - Delisi is advancing digital transformation to create an efficient operational management system, continuously enhancing its core competitiveness [3]

Core Insights - The 2025 Delisi Group National Dealer Conference and Strategic Customer Summit was held in Shandong Zhucheng, focusing on the theme "All Competition Improvement, Steady Progress" [1] - The conference gathered outstanding dealer representatives and strategic partners from across the country to discuss future development and cooperation opportunities [1] Group 1: Development and Cooperation - The conference commenced with a meeting of core dealers, where Chairman Zheng Simin expressed gratitude to long-term partners and emphasized the importance of dealers in Delisi's growth [3] - Zheng introduced the company's strategy, national layout, and resource integration advantages, highlighting growth opportunities in current market demand [3][5] - The atmosphere was lively, with dealer representatives actively discussing market issues and suggestions, laying a solid foundation for future strategic initiatives [5] Group 2: Strategic Layout and Empowerment - On July 18, the national dealer conference emphasized a management approach centered on "budget leading, target first, assessment driven," focusing on strengthening product and sales aspects [7] - Delisi initiated three major initiatives: building a "digital ecosystem," creating a "value highland," and sharing "growth dividends" to foster high-quality development [9] - The marketing strategy for 2025 was detailed, focusing on a customer-centric approach and enhancing product, sales, and organizational capabilities [9][10] Group 3: Product Strategy and Market Expansion - Delisi's product strategy is market-oriented, focusing on high value, health, and differentiation, with a plan to cultivate strategic flagship products [10] - The production management center aims to respond quickly to market demands and optimize supply chain collaboration to support marketing efforts [10] - The conference included sharing of practical experiences by outstanding dealer representatives and strategic partnership agreements [12] Group 4: Recognition and Future Outlook - Awards were presented to dealers, recognizing them as "Gold Partners," "Excellent Partners," and "Strategic Partners" [18] - Delisi aims to continue driving innovation and quality while deepening cooperation with dealers to seize market opportunities and face industry challenges [22]

Core Insights - The "Top 100 Pre-made Dishes Companies in China" list was released at the third China International (Foshan) Pre-made Dishes Industry Conference, highlighting the dominance of Guangdong in the pre-made dishes sector [2][4][5]. Group 1: Rankings and Performance - The list features the top 100 companies in the pre-made dishes production sector, with Guangdong leading with 21 companies, followed by Shanghai with 11, and Shandong, Zhejiang, and Hunan each with 9 [6][11]. - The top-ranked company is Shuanghui Group from Henan, followed by Haidilao and Wens Foodstuff Group [8][10]. Group 2: Industry Composition - The majority of companies on the list are in food processing, accounting for 57 out of 100, while 22 are in the restaurant sector and 20 in agriculture, forestry, and animal husbandry [15][16]. - Guangdong's representation includes 9 companies in agriculture, forestry, and animal husbandry, 8 in food processing, and 4 in the restaurant sector [12][13]. Group 3: Evaluation Criteria - The rankings are based on data from major e-commerce platforms, company financial reports, consumer reputation, media evaluations, product innovation, and other metrics, using a big data evaluation model [21][23]. - The evaluation focuses on five key indicators: comprehensive strength, R&D capability, brand reputation, brand influence, and product competitiveness, with scores ranging from 0 to 100 [24][25]. Group 4: Regional Highlights - The top 20 Guangdong specialty ingredients list was also introduced, showcasing products from various cities, with Zhanjiang shrimp ranked first [31][36]. - The evaluation of specialty ingredients considers media exposure, export performance, cultural influence, and e-commerce market performance [33][35].

Core Viewpoint - The sixth Multinational Corporation Leaders Summit held in Qingdao highlighted the importance of international cooperation and investment in China, with Delisi Foods being recognized as a key representative of the food industry in Weifang [1][2] Group 1: Company Achievements - Delisi Foods was awarded the "Support Partner" honor at the summit, reflecting its significant contributions to the food industry [1][2] - The company has developed a complete food industry chain, from pig farming to meat processing, and is focusing on low-temperature meat products and prepared foods [1][2] Group 2: Strategic Development - Delisi Foods has established five production bases across Shandong, Beijing, Shaanxi, Jilin, and Jiangxi, enabling nationwide market coverage and catering to local tastes [2] - The company is actively expanding into international markets, demonstrating a strong momentum for globalization [2] Group 3: Future Goals - Delisi Foods aims to become a "globally leading full industry chain food group" by leveraging its complete industry chain advantages, innovation-driven approach, and international perspective [2] - As a supporting partner of the summit, Delisi Foods intends to facilitate deeper connections between the Chinese food industry and international markets, promoting collaborative innovation and sustainable development in the global food supply chain [2]

Core Viewpoint - The conference focused on the high-quality development of the meat products industry, emphasizing food safety and industry standards, with DeLis Group sharing its practices and commitments in this area [1][2]. Group 1: Food Safety Practices - DeLis Group implements a rigorous food safety management system through daily control, weekly inspections, and monthly assessments to ensure risk management throughout the production process [1]. - The company has upgraded its production facilities and optimized processes, establishing a comprehensive food safety traceability system that accurately records every step from raw material procurement to sales [1]. - DeLis Group strictly adheres to regulations regarding raw material sourcing, collaborating only with reputable suppliers to ensure product quality [1]. Group 2: Commitment to Quality and Transparency - The company emphasizes its commitment to integrity in operations, accepting supervision from government, media, and consumers, and proactively disclosing production information to uphold consumer rights [2]. - DeLis Group is responding to the China Meat Association's initiative to enhance meat safety, committing to full-process quality control and technological innovation to provide safe and nutritious meat products [2]. - The company calls for collaboration within the industry to build a more robust food safety assurance system, aiming to elevate the meat products sector to a new stage of high-quality development [2].

Group 1 - The Chinese People's Liberation Army Air Force Logistics Department announced the suspension of procurement qualifications for Jilin Delisi Food Co., Ltd. due to fraudulent bidding behavior [1] - The suspension is effective from July 7, 2025, and prohibits the company from participating in all military procurement projects [1] - The company is now subject to centralized procurement supervision, and the consequences of the violation apply to all military procurement units [1] Group 2 - Jilin Delisi Food Co., Ltd. was established on October 26, 2007, with a registered capital of 386.1169 million yuan [2] - The company is primarily engaged in the agricultural and sideline food processing industry, with Shandong Delisi Food Co., Ltd. as its major shareholder, holding a 97.4101% stake [2] - The company's unified social credit code is 91220281664295665X, and its registered address is No. 111, Century Road, Hebei Street, Jiaohe City, Jilin Province [2] Group 3 - Shandong Delisi Food Co., Ltd. approved a guarantee limit of up to 100 million yuan for its subsidiary, Jilin Delisi Food Co., Ltd., during its board and shareholder meetings [4] - The company provided a guarantee for a loan contract with Jilin Bank, with a remaining guarantee limit of 51 million yuan after recent transactions [5] - As of June 20, 2025, the parent company had consumed 49% of its annual guarantee limit for Jilin Delisi, with a remaining balance of 51 million yuan [7]