Group 1 - Inner Mongolia Chifeng Huakai Technology Co., Ltd. has recently been established with Chen Lili as the legal representative [1] - The company's business scope includes grain planting, retail of edible agricultural products, initial processing of edible agricultural products, and primary agricultural product acquisition [1] - The company is wholly owned by Qiaqia Food Co., Ltd. (stock code: 002557) [1]

人民财讯8月15日电，企查查APP显示，近日，内蒙古赤峰华葵科技有限责任公司成立，法定代表人为 陈丽丽，经营范围包含：谷物种植；食用农产品零售；食用农产品初加工；初级农产品收购等。企查查 股权穿透显示，该公司由洽洽食品（002557）全资持股。 ...

Market Performance - The leisure food sector increased by 0.89% on August 15, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Top Gainers - Wancheng Group (300972) closed at 154.74, up 2.71% with a trading volume of 21,000 lots [1] - Yanjinpuzi (002847) closed at 73.40, up 2.46% with a trading volume of 40,300 lots [1] - Huangshanghuang (002695) closed at 13.39, up 1.90% with a trading volume of 198,400 lots [1] Top Losers - Guifaxiang (002820) closed at 14.56, down 5.45% with a trading volume of 514,600 lots [2] - Ziyuan Food (603057) closed at 22.26, down 5.24% with a trading volume of 88,700 lots [2] - Maiqu'er (002719) closed at 9.55, down 0.93% with a trading volume of 77,500 lots [2] Capital Flow - The leisure food sector experienced a net outflow of 196 million yuan from institutional investors, while retail investors saw a net inflow of 188 million yuan [2][3] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2][3] Individual Stock Capital Flow - Wancheng Group saw a net inflow of 2.9761 million yuan from institutional investors, while retail investors contributed a net inflow of 2.1847 million yuan [3] - Lihai Food (300973) had a net inflow of 2.2462 million yuan from institutional investors, but a net outflow of 3.6142 million yuan from retail investors [3] - Guangzhou Restaurant (603043) experienced a net inflow of 1.0068 million yuan from institutional investors, while retail investors had a net outflow of 3.0864 million yuan [3]

Core Insights - The article highlights the transformation of the snack food industry in China, particularly focusing on the shift from traditional snack suppliers to diversified health-oriented snack solution providers [1][2][8] - Qiaqia Food Co., Ltd. has launched five strategic innovative products aimed at meeting the evolving consumer demand for healthier and functional snacks [2][3] Product Innovation - Qiaqia introduced five new products: "Mountain Fresh" sunflower seeds, "All-Nut Power" series, "Konjac Princess" konjac layered dish, "Crispy Bear" fresh-cut potato strips, and sunflower seed ice cream, which are designed to meet the core consumer demand for both taste and nutrition [2][4] - The company emphasizes a consumer-centric approach in its innovation strategy, evolving from "eating well" to "eating healthily" [3][8] Technological Integration - Qiaqia employs modern food technology to enhance the health value of its products, integrating traditional Eastern dietary wisdom with contemporary nutritional science [4][5] - The company has established a global sourcing system and an ecological selection standard to ensure high-quality raw materials, covering the entire supply chain from planting to production [4] Nutritional Focus - The products are tailored to different consumer groups, such as children and fitness enthusiasts, with specific nutritional profiles and cooking methods that retain essential vitamins and minerals [5][6] - For instance, the "Crispy Bear" potato strips utilize a vacuum low-temperature dehydration process to preserve over 90% of natural vitamin C [5] Brand Evolution - Qiaqia aims to elevate its brand from merely satisfying functional needs to creating emotional resonance and cultural value [6][8] - The company’s product range now spans various categories, catering to diverse consumer needs across different scenarios and demographics, thus establishing a comprehensive health snack solution [7] Market Positioning - Qiaqia's strategic innovations position it as a leader in the health snack market, responding to the growing consumer preference for healthier options while maintaining taste [2][8] - The company’s commitment to innovation and quality has enabled it to transition from a local brand to a national benchmark in the snack food industry [8]

蔚然(天津)股权投资基金合伙企业(有限合伙) 合伙人会议决议 参加表决合伙人:洽洽食品股份有限公司、卓优(天津)股权投资管理合伙 企业(有限合伙)。 根据《合伙企业法》和本合伙企业合伙协议的有关规定,参加本次表决的合 伙人共 2 人,代表本合伙企业合伙人 100 %的表决权,所作出的表决经本 合伙企业合伙人表决权的lov %通过。决议事项如下: (以下无正文,为《蔚然(天津)股权投资基金合伙企业(有限合伙)合伙人会 议决议》签署页) L 合伙人(签字/盖章): IM t and the state 同意对《蔚然(天津)股权投资基金合伙企业(有限合伙)合伙协议》及 其补充协议中关于蔚然(天津)股权投资基金合伙企业(有限合伙)("蔚然"或 "有限合伙")合伙期限的约定进行修改,将原约定"2.6.1 有限合伙的经营期限 为 14年,经营期限的起算点为蔚然成立之日,即2011年8月30日。"修改为"2.6.1 有限合伙的经营期限为17年,经营期限的起算点为蔚然成立之日,即2011年8 月 30 日。" . (以下无正文) （以下无正文，为《蔚然（天津）股权投资基金合伙企业（有限合伙）合伙人会 议决议》签署页) 合伙人 ...

证券代码：002557 证券简称：洽洽食品 公告编号：2025-058 债券代码：128135 债券简称：洽洽转债 洽洽食品股份有限公司 关于蔚然（天津）股权投资基金合伙企业（有限合伙） 延长经营期限的公告 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、概述 洽洽食品股份有限公司（以下简称"公司"）于2012年3月26日召开第二 届董事会第五次会议以及于2012年4月18日召开2011年年度股东大会，分别审议 通过了《关于拟投资蔚然（天津）股权投资基金合伙企业（有限合伙）的议案》， 同意公司作为有限合伙人使用自有资金3亿元入伙蔚然（天津）股权投资基金合 伙企业（有限合伙）（以下简称"蔚然基金"），占蔚然基金认缴出资总额的59.9988%， 基金存续期为七年。 然基金的财产份额，并就蔚然基金的经营期限由原先的9年调整为11年等内容进 行调整。2022年8月17日，经全体合伙人一致决定，同意将蔚然基金的经营期限 由11年延长为14年，经营期限的起算点为蔚然基金成立之日，即2011年8月30日， 并修改蔚然基金合伙协议的相关条款。 上述具体情况及进展详见公司分 ...

Core Viewpoint - The leisure food sector experienced a decline of 0.36% on August 8, with Lihigh Food leading the drop. The Shanghai Composite Index closed at 3635.13, down 0.12%, while the Shenzhen Component Index closed at 11128.67, down 0.26% [1]. Group 1: Stock Performance - Ziyan Food (603057) saw a closing price of 22.35, with an increase of 3.28% and a trading volume of 86,300 shares, amounting to a transaction value of 193 million yuan [1]. - Huangshanghuang (002695) closed at 14.99, up 3.09%, with a trading volume of 223,500 shares and a transaction value of 331 million yuan [1]. - Maichuer (002719) closed at 10.05, increasing by 2.45%, with a trading volume of 126,800 shares and a transaction value of 126 million yuan [1]. - Lihigh Food (300973) closed at 43.30, down 4.05%, with a trading volume of 32,800 shares and a transaction value of 143 million yuan [2]. - Yanjinpuzi (002847) closed at 70.82, down 2.77%, with a trading volume of 30,300 shares and a transaction value of 215 million yuan [2]. Group 2: Capital Flow - The leisure food sector saw a net inflow of 49.32 million yuan from main funds, while speculative funds had a net inflow of 8.76 million yuan. However, retail investors experienced a net outflow of 58.08 million yuan [2].

Market Overview - The leisure food sector increased by 2.84% on August 7, with Wancheng Group leading the gains [1] - The Shanghai Composite Index closed at 3639.67, up 0.16%, while the Shenzhen Component Index closed at 11157.94, down 0.18% [1] Key Performers - Wancheng Group (300972) closed at 160.01, up 8.44% with a trading volume of 48,300 lots and a transaction value of 764 million [1] - Ximai Food (002956) closed at 22.52, up 6.28% with a trading volume of 81,300 lots and a transaction value of 180 million [1] - Juewei Food (603517) closed at 16.20, up 6.02% with a trading volume of 278,800 lots and a transaction value of 438 million [1] - Ziyan Food (603057) closed at 21.64, up 4.84% with a trading volume of 45,000 lots and a transaction value of 9.51 million [1] - Liangpin Shop (603719) closed at 13.43, up 3.63% with a trading volume of 256,700 lots and a transaction value of 344 million [1] Capital Flow - The leisure food sector saw a net inflow of 329 million from main funds, while retail funds experienced a net outflow of 298 million [2][3] - Main funds showed significant net inflows in Wancheng Group (1.18 million) and Juewei Food (73.08 million) [3] - Retail funds had notable outflows in Wancheng Group (-1.33 million) and Juewei Food (-4.99 million) [3] Summary of Individual Stocks - Wancheng Group: Main fund inflow of 1.18 million, retail outflow of -1.33 million [3] - Juewei Food: Main fund inflow of 73.08 million, retail outflow of -4.99 million [3] - Liangpin Shop: Main fund inflow of 52.97 million, retail outflow of -4.61 million [3] - Ximai Food: Main fund inflow of 12.45 million, retail inflow of 721,530 [3]

Core Viewpoint - The article discusses the complexities and challenges faced by suppliers partnering with Sam's Club, highlighting both the potential benefits and risks associated with such collaborations [1][3][10]. Supplier Performance - At least 18 domestic listed food companies have partnered with Sam's Club, with many entering in the last two years [3] - Some suppliers, like Youyou Food, have seen significant revenue increases after entering Sam's Club, with projected revenue for the first half of 2025 expected to rise by 40.91% to 50.77% [4][6] - Conversely, other suppliers have struggled, with companies like Ganyuan Food experiencing a decline in net profit by 54.96% to 56.16% in the first half of the year [9] Market Dynamics - The entry of Youyou Food into Sam's Club marked a turnaround for the company, which had seen declining revenues in 2022 and 2023 [6][5] - Sam's Club's reputation for high quality and cost-effectiveness provides a branding advantage for suppliers, but long-term success depends on customer feedback and repurchase rates [6][10] Financial Implications - Suppliers face challenges such as long payment terms and increased accounts receivable, with Youyou Food's accounts receivable rising 18 times from the previous year [8] - The pressure to lower prices for Sam's Club can lead to reduced profit margins for suppliers, as seen with Qiaqia Food, which reported a decline in gross margin despite increased revenue from direct sales [7][9] Supplier Challenges - Suppliers must invest in product development to meet Sam's Club's stringent quality standards, which can be a burden for smaller companies [10] - Sam's Club's strict entry requirements and product exclusivity can limit suppliers' ability to sell similar products through other channels, creating dependency on Sam's Club [10]

Group 1 - As of August 6, 2025, the stock price of Qiaqia Foods is 22.72 yuan, down 0.96% from the previous trading day [1] - The trading volume on that day was 55,200 hands, with a transaction amount of 126 million yuan [1] - Qiaqia Foods primarily engages in the research, production, and sales of nut snacks, including sunflower seeds, peanuts, and beans [1] Group 2 - Qiaqia Foods has recently established an agricultural company in Dali, which will cover food production and sales, nut planting, and smart agricultural machinery sales [1] - This agricultural company is jointly held by Qiaqia Foods and Hefei Huatai Group [1] Group 3 - On August 6, the net outflow of main funds for Qiaqia Foods was 464,900 yuan, while the cumulative net inflow of main funds over the past five days was 6.4944 million yuan [1]