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调味发酵品板块12月18日涨0.08%,千禾味业领涨,主力资金净流出1.07亿元
证券之星消息,12月18日调味发酵品板块较上一交易日上涨0.08%,千禾味业领涨。当日上证指数报收 于3876.37,上涨0.16%。深证成指报收于13053.98,下跌1.29%。调味发酵品板块个股涨跌见下表: | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600186 | 莲花控股 | | 1488.33万 | 1.65% | -2198.92万 | -2.44% | 710.59万 | 0.79% | | 002507 | 治陸棒菜 | | 448.42万 | 2.61% | -880.43万 | -5.11% | 432.00万 | 2.51% | | 603317 | 天味食品 | | 217.35万 | 4.91% | -116.29万 | -2.63% | -101.06万 | -2.28% | | 603027 | 千禾味业 | | -28.89万 | -0.16% | 550.00 ...
涪陵榨菜(002507) - 002507涪陵榨菜投资者关系管理信息20251218
2025-12-18 09:04
Group 1: Investment and Production Strategy - The company plans to replace outdated production capacity and increase overall production levels through the completion of fundraising projects, enhancing flexible and intelligent production capabilities [1] - The capacity of raw material storage will significantly increase, supporting the company in managing raw material price fluctuations and improving risk management [1] Group 2: Business Performance and Strategy - The company adheres to a dual strategy of "expanding product categories and channels," with a slight decline in performance last year, but stable results maintained through Q3 of this year [2] - The company is accelerating the pace of exploring related enterprises and launching new products to seek growth opportunities [2] Group 3: Cost Structure - For pickled vegetable products, the cost breakdown is as follows: raw materials 40%-45%, packaging 20%, auxiliary materials 10%, labor 10%, and manufacturing expenses 10% [3] Group 4: Sales and Marketing Expenses - Increased sales expenses are attributed to the promotion of new products and targeted investments in competitive regions, including vehicle advertising and in-store displays [4] Group 5: Product Optimization - In response to growing health demands, the company has reduced salt content in pickled vegetables by 30% while maintaining taste, and has introduced diverse flavors to meet consumer preferences [5] Group 6: Management Changes - Two management personnel retired this year, with new appointments including a general manager and two vice general managers [6] Group 7: Raw Material Procurement - The company has an average annual procurement of approximately 400,000 tons of raw materials, with local yields of 2-3 tons per mu [7] Group 8: Sales Organization Structure - The company has established four major divisions: household, catering, international, and e-commerce, with adjustments made to optimize distributors and reduce offices due to market disruptions [8] Group 9: Catering Channel Partnerships - The catering channel currently includes various clients such as schools, prisons, airlines, hotels, and large chain restaurants, with ongoing efforts to expand product and channel reach [9]
涪陵榨菜(002507.SZ):今年内公司监事会主席肖大波、产品研究院副总经理贺云川退休
Ge Long Hui· 2025-12-17 15:38
答:今年内公司两位管理层人员退休,一位是监事会主席肖大波先生,一位是产品研究院副总经理贺云 川先生,年内公司已完成相关职务的人员变更,目前担任公司一级资深经理职务的赵平先生预计2026年 退休。 格隆汇12月17日丨涪陵榨菜(002507.SZ)在投资者关系中表示,有被问到:管理层变化情况。 ...
涪陵榨菜:今年内公司监事会主席肖大波、产品研究院副总经理贺云川退休
Ge Long Hui· 2025-12-17 15:34
Group 1 - The company, Fuling Zhacai (002507.SZ), announced changes in its management team, with two members retiring this year [1] - The retiring members include Mr. Xiao Dabo, the chairman of the supervisory board, and Mr. He Yunchuan, the deputy general manager of the product research institute [1] - The company has completed the necessary personnel changes related to these retirements, and Mr. Zhao Ping, currently a senior manager, is expected to retire in 2026 [1]
涪陵榨菜(002507) - 关于使用闲置自有资金及募集资金理财的进展公告
2025-12-17 07:45
证券代码:002507 证券简称:涪陵榨菜 公告编号:2025-065 重庆市涪陵榨菜集团股份有限公司 关于使用闲置自有资金及募集资金理财的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记 载、误导性陈述或重大遗漏。 一、闲置自有资金和募集资金理财的审批情况 重庆市涪陵榨菜集团股份有限公司(以下简称"公司")《关于使用闲置自有资 金购买理财产品的议案》《关于使用闲置募集资金购买理财产品的议案》经 2025 年 3 月 27 日召开的第五届董事会第二十七次会议及第五届监事会第二十次会议审议通过, 并经 2025 年 4 月 25 日召开的 2024 年年度股东会审议批准:同意公司使用不超过人 民币 40 亿元的闲置自有资金购买银行、证券公司或其他金融机构发行的低风险理财 产品,期限为自获审议本议案股东会通过之日起三年内有效,所购理财产品单笔最长 期限不超过 1 年,在上述额度与期限范围内自有资金可以滚动使用;同意公司在确保 不影响募集资金投资计划正常进行的情况下,使用额度不超过人民币 32 亿元的闲置 募集资金购买安全性高、流动性好、有保本约定的理财产品,期限为自获审议本议案 股东 ...
涪陵榨菜(002507) - 002507涪陵榨菜投资者关系管理信息20251217
2025-12-17 07:06
Group 1: Investment and Production Strategy - The company plans to replace outdated production capacity and increase overall production levels through the completion of fundraising projects, enhancing flexible and intelligent production upgrades [1] - The capacity of raw material storage will significantly increase, supporting the company in managing raw material price fluctuations and enhancing risk management capabilities [1] Group 2: Business Performance and Strategy - The company adheres to a dual strategy of "expanding product categories and channels," with a slight decline in performance last year, but stable performance maintained through Q3 of this year [2] - The company has accelerated the pace of launching new products and exploring potential acquisition targets to seek growth in new categories [2] Group 3: Cost Structure - For pickled vegetable products, the cost breakdown is as follows: raw materials 40%-45%, packaging 20%, auxiliary materials 10%, labor 10%, and manufacturing expenses 10% [3] Group 4: Sales and Marketing Expenses - Increased sales expenses are attributed to the promotion of new products and targeted investments in competitive regions, including vehicle advertising and in-store displays [4] Group 5: Product Optimization - In response to growing health demands, the company has reduced salt content in pickled vegetables by 30% while maintaining taste, and has introduced diverse flavors to meet consumer preferences [5] Group 6: Management Changes - Two management personnel retired this year, with a new appointment process completed, and a senior manager is expected to retire in 2026 [6] Group 7: Raw Material Procurement - The company has an average annual procurement of approximately 400,000 tons of raw materials, with local yields of 20,000 to 30,000 tons per acre [7] Group 8: Organizational Changes - Recent changes in the sales offices and distributors have occurred due to the implementation of a channel penetration strategy, optimizing underperforming distributors [8]
涪陵榨菜:公司仍将根据实际经营情况及回报规划制定分红方案
证券日报网讯 12月15日,涪陵榨菜在互动平台回答投资者提问时表示,公司近年来现金分红比例及额 度均保持了稳中有升的趋势,公司仍将根据实际经营情况及回报规划制定分红方案,为股东提供长期、 稳定提升的分红回报;拓产品品类是当前存量竞争市场下的必要途径,公司将加大多品类布局和多渠道 下沉,寻求公司发展第二道增长曲线。 (编辑 丛可心) ...
牧原股份H股上市已举行聆讯;涪陵榨菜餐饮渠道增速达20%
Sou Hu Cai Jing· 2025-12-15 01:01
精选本周内平台、行业、品牌动态与热点趋势,让您十分钟读懂餐饮供应链领域的最新动向。 牧原股份H股上市已举行聆讯 涪陵榨菜:餐饮渠道增速达20% 安井食品:虾滑品类已成为公司新品中增长最强劲的大单品 嘉美包装控股股东筹划控制权变更 大窑饮品注销内蒙子公司 越秀农牧食品与汉德柯斯种猪签署合作备忘录 库迪咖啡全球供应链基地月产首破万吨 美鑫餐调推出姜黄姜汁火锅汤底 国联水产上新傣味香茅烤鱼 三全食品上新低GI蓝莓桑葚汤圆 南侨食品推出稀奶油新品 美国农业部下调牛价预期 食品价格拉动CPI同比涨幅创近21个月新高 牧原股份H股上市已举行聆讯 近日,牧原股份发布公告称,公司正在进行申请境外上市外资股发行并在香港联合交易所有限公司主板挂牌上市的相关工作。 本次发行并上市的联席保荐人已于2025年12月5日收到香港联交所向其发出的信函,其中指出香港联交所上市委员会已审阅牧原股份的上市申请,但该信 函不构成正式的上市批准,香港联交所仍有对牧原股份的上市申请提出进一步意见的权力。 据悉,今年11月,牧原股份收到中国证监会境外发行上市备案通知书,拟发行不超过约5.46亿股境外上市普通股,并在香港联合交易所主板上市。 若此次港股发 ...
涪陵榨菜:公司将持续根据消费者需求进行产品优化
Zheng Quan Ri Bao· 2025-12-11 11:37
证券日报网讯 12月11日,涪陵榨菜在互动平台回答投资者提问时表示,公司将持续根据消费者需求进 行产品优化,并持续进行多形式品牌宣传。公司重视对投资者的分红回报,实物分红是资本市场的一种 常见方式,未来公司也将根据实际情况及回报规划方案,为股东提供长期、稳定提升的分红回报。 (文章来源:证券日报) ...
乌江榨菜出海双线告捷,东亚东南亚单月销超800万
Sou Hu Cai Jing· 2025-12-10 03:05
近期,乌江榨菜在东亚及东南亚市场迎来业绩集中爆发:日本市场定制款鲜脆榨菜片单月调货量达15个 货柜、销售额突破300万元,柬埔寨市场销售额稳步迈过500万大关,印尼等新兴市场成功进驻AEON等 知名连锁商超。作为深耕国内市场多年的国民佐餐品牌,乌江榨菜不仅实现海外销售额的快速增长,更 完成从华人社群向当地主流消费终端的跨越。为何其能够在饮食文化差异显著的海外市场持续破局,背 后的增长逻辑有何特殊之处? 海外业务的快速扩张,离不开后端产业实力的支撑。乌江榨菜通过智能化生产改造与全流程质量管控, 为出口业务提供坚实保障。智能化全自动生产车间,实现从原料加工到包装的全程追溯与实时监控,确 保产品品质稳定同时,乌江榨菜严苛执行清洁生产流程和标准化生产管理,获得美国FDA市场准入认 证、第三方SID认证等多体系认证,筑牢海外市场的品质信誉。 产品是品牌出海的核心敲门砖,乌江榨菜的突破始于对不同市场消费需求的深度洞察。在日本市场,针 对当地清淡饮食偏好与老龄化群体占比高的特点,研发团队将传统榨菜丝改良为更易咀嚼的榨菜片,同 步降低盐度优化口感;包装上,则着重体现人性化设计,通过优化瓶盖扭力,使老年消费者也能轻松开 启,从 ...