烟台双塔食品股份有限公司 2025 年第三季度报告 证券代码：002481 证券简称：双塔食品 公告编号：2025-071 烟台双塔食品股份有限公司 一、主要财务数据 （一） 主要会计数据和财务指标 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 ☑否 1 烟台双塔食品股份有限公司 2025 年第三季度报告 公司是否需追溯调整或重述以前年度会计数据 □是 ☑否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 468,701,429.94 | -33. ...

双塔食品公告，第三季度营收为4.69亿元，同比下降33.66%；净利润亏损1991.88万元，下降319.92%。 前三季度营收为15.16亿元，同比下降10.45%；净利润为3444.47万元，同比下降45.27%。 ...

Core Viewpoint - The company is closely monitoring developments in the fields of microbial protein and yeast protein, while currently focusing on plant protein [1] Group 1 - The company has expressed interest in the growth of microbial protein and yeast protein sectors [1] - Currently, the company's main focus remains on plant protein [1]

格隆汇10月23日丨双塔食品(002481.SZ)在投资者互动平台表示，泰国公司预计年底前正式投产。 ...

Core Viewpoint - The company, Shuangta Food (002481.SZ), has clarified that it is not involved in any gold mining business [1] Group 1 - The company responded to inquiries on its investor interaction platform [1]

Group 1 - The artificial meat concept sector rose by 1.81%, ranking fifth among concept sectors, with 14 stocks increasing in value, including Shuangta Food, which hit the daily limit, and others like Suobao Protein and Haoxiangni showing gains of 6.33%, 3.53%, and 2.66% respectively [1][2] - The main inflow of funds into the artificial meat concept sector was 132 million yuan, with Shuangta Food receiving the highest net inflow of 98.69 million yuan, followed by Suobao Protein and Meiyingsen with net inflows of 46.11 million yuan and 16.86 million yuan respectively [2][3] - The net inflow ratios for Shuangta Food, Suobao Protein, and Meiyingsen were 31.69%, 11.94%, and 8.56% respectively, indicating strong investor interest in these stocks [3] Group 2 - Among the stocks in the artificial meat sector, the top performers included Shuangta Food with a daily increase of 9.98% and a turnover rate of 4.40%, while stocks like Haoxiangni and Dongbao Biological also showed positive performance with increases of 3.53% and 2.66% respectively [3][4] - Conversely, stocks such as Angel Yeast, Fuxiang Pharmaceutical, and Tangrenshen experienced declines of 0.91%, 0.57%, and 0.21% respectively, indicating mixed performance within the sector [1][4]

证券之星消息，10月22日农产品加工板块较上一交易日上涨0.02%，双塔食品领涨。当日上证指数报收 于3913.76，下跌0.07%。深证成指报收于12996.61，下跌0.62%。农产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) | | --- | --- | --- | --- | --- | --- | | 002481 | 双塔食品 | 6.39 | 9.98% | 49.16万 | 3.11亿 | | 603231 | 索宝蛋白 | 20.16 | 6.33% | 18.91万 | 3.86亿 | | 000911 | 广农糖业 | 7.81 | 3.86% | 29.83万 | 2.35亿 | | 003030 | 祖名股份 | 19.70 | 2.18% | 1 2.89万 | 5709.11万 | | 605198 | 安德利 | 47.00 | 2.06% | 1.45万 | 6731.72万 | | 603182 | 喜卖股份 | 14.56 | 0.83% | 4.56万 | 6671.11万 | | 920371 | 欧福蛋 ...

Group 1 - The artificial meat sector has seen a significant surge, with stocks like Suobao Protein and Shuangta Food hitting their daily limits, and companies like Haoxiangni and Dongbao Biological also experiencing gains [1][2] - Beyond Meat, the first public company in the artificial meat space, saw its stock price soar by 146.26% in one day, with a cumulative increase of nearly 600% over three trading days [2][3][5] - The surge in Beyond Meat's stock is attributed to its announcement of expanding distribution with Walmart, which will offer new packaging for its products in over 2,000 stores [5][6] Group 2 - The global plant-based meat market was valued at approximately $13.6 billion in 2020 and is projected to reach $35 billion by 2027, with a compound annual growth rate (CAGR) of 14.4% from 2020 to 2027 [7] - Despite previous challenges in the artificial meat market, including taste and price issues, the sector is experiencing renewed interest, particularly in China, where the market is expected to capture a significant share of the global market [8][11] - Major traditional food companies are entering the plant-based meat space, including Shuangta Food, Shuanghui Development, and Jinzi Ham, indicating strong market potential [8][11][12] Group 3 - Companies like Xue Rong Biological and Dongbao Biological are actively developing plant-based meat products, enhancing their product diversity and market position [11][12] - Suobao Protein has a wide range of soybean protein products that are utilized in various food sectors, including meat products and traditional soybean products [12][13] - Jinzi Ham, a leader in the ham industry, has diversified its product line to include plant-based meat, showcasing the industry's shift towards alternative protein sources [13]

Core Viewpoint - The plant-based meat sector experienced a significant surge in stock prices, particularly driven by Beyond Meat's announcement of expanding its product distribution in Walmart stores across the U.S. [1] Group 1: Stock Performance - The plant-based meat concept saw strong gains on the 22nd, with companies like Suobao Protein and Shuangta Foods hitting the daily limit, while Dongbao Bio and Haoxiangni rose approximately 6%, and Shandong Heda increased over 3% [1] - Beyond Meat, known as the "first stock" in the plant-based meat industry, experienced a dramatic stock price increase, soaring over 160% at one point and nearly 600% over the past three trading days [1] Group 2: Product Expansion - Beyond Meat announced plans to increase the supply of certain products in over 2,000 Walmart locations in the U.S. [1] - Walmart will be one of the first national retailers to offer the new Beyond Burger 6-pack, which features the company's latest recipe in an economical packaging format [1] - The expanded product distribution will include three key items: Beyond Burger 6-pack, Beyond Chicken Nuggets, and Korean BBQ-flavored Beyond Steak [1]

Group 1 - The core viewpoint of the article highlights the active performance of plant-based meat concept stocks in the A-share market, with notable gains in companies like SuoBao Protein and Shuangta Food reaching the daily limit, while Dongbao Bio and Hao Xiang Ni also saw significant increases [1] - Beyond Meat, the first plant-based meat stock in the US market, experienced a dramatic surge, with a 127% increase on Monday followed by a further 146.26% rise on Tuesday, resulting in a total price increase of over 450% in just two trading days [1]