登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002557 证券简称：洽洽食品 公告编号：2026-007 债券代码：128135 债券简称：洽洽转债 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、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟通，公司与会计师事务所在本报告期的 业绩预告方面不存在分歧。本次业绩预告的相关财务数据未经会计师事务所预审计。 三、 业绩变动原因说明 公司2025年度净利润比上年度同期下降的主要原因是原料采购价格上升较多，导致毛利率有较大幅度下 降。 四、风险提示 洽洽食品股份有限公司 2、业绩预告情况：预计净利润为正值且属于同向下降50%以上情形 本次业绩预告数据仅为公司财务部门初步核算结果，具体财务数据以公司披露的2025年年度报告为准， 敬请广大投资者谨慎决策，注意投资风险。 特此公告。 董事会 2026年01月31日 ...

Core Viewpoint - The leading snack food company Qiaqia Foods (002557) has forecasted a significant decline in its 2025 net profit, projecting a decrease of 62.33% to 64.68% year-on-year, which reflects a return to profit levels not seen in 11 years [1][2]. Financial Performance - The expected net profit attributable to shareholders is approximately 300 million to 320 million yuan, down from 849.48 million yuan in the previous year [2]. - The net profit after deducting non-recurring gains and losses is projected to be between 230 million and 250 million yuan, a decline of 67.64% to 70.23% compared to 772.67 million yuan last year [2]. - Basic earnings per share are expected to be between 0.59 and 0.63 yuan, down from 1.676 yuan [2]. Margin Analysis - The company has experienced a downward trend in gross margin over recent years, with gross margins of 31.96%, 26.75%, and 28.78% for 2022 to 2024, respectively [2]. - In 2025, the gross margin is expected to drop sharply, with the first quarter showing a gross margin of 19.47%, a year-on-year decrease of approximately 11 percentage points [3]. - By the third quarter of 2025, the gross margin slightly recovered to 24.52%, but still represented a year-on-year decline of 8.59 percentage points [3]. Revenue and Profit Decline - For the first three quarters of 2025, the company reported a revenue of 4.501 billion yuan, a year-on-year decrease of 5.38% [3]. - The net profit attributable to shareholders for the same period was only 168 million yuan, reflecting a dramatic decline of 73.17% [3]. - The net profit after deducting non-recurring gains and losses saw an even steeper decline of 79.46% [3]. Strategic Initiatives - In response to declining performance, Qiaqia Foods is seeking new growth opportunities through cross-industry collaborations, such as a joint venture with Chengdu Zhengchuang Laomofang to enter the konjac food sector [3]. - The konjac market has a size of 18.3 billion yuan, but the competitive landscape is already established, with major players like Weilong and Yanjinpuzi holding over 50% of the market share [3][4]. - The rising prices of raw materials, including konjac flour, are adding cost pressures to industry participants, with over thirty brands now competing in this field [4].

Group 1 - The core viewpoint of the article highlights that Qiaqia Food (002557.SZ) is experiencing a significant decline in performance, with a projected net profit drop of 62.33% to 64.68% for 2025 [1] - The company expects a net profit attributable to shareholders of 300 million to 320 million yuan, and a non-net profit of 230 million to 250 million yuan, reflecting a year-on-year decrease of 67.64% to 70.23% [1] - The primary reason for the substantial decline in performance is attributed to adverse weather conditions during the procurement season, which have led to a decrease in the supply of sunflower seeds that meet purchasing standards, resulting in a significant increase in procurement costs [1] Group 2 - The procurement season for the company spans from September to April of the following year, and while there has been a decrease in raw material costs, the overall impact will only be fully assessed after the procurement season concludes [1]

Group 1 - The core viewpoint of the article highlights that Qiaqia Food has projected a significant decline in net profit for 2025, estimating a profit of 300 million to 320 million yuan, which represents a decrease of 62.33% to 64.68% compared to the previous year [1] - The basic earnings per share for the company are expected to be between 0.59 yuan and 0.63 yuan [1] - The primary reason for the anticipated decline in net profit is attributed to a substantial increase in raw material procurement costs, leading to a significant drop in gross profit margin [1] Group 2 - The article also mentions a booming trend in nuclear power construction, indicating that equipment manufacturers are extremely busy, with orders scheduled until 2028 [1] - Employees are reportedly working in three shifts, and production lines are operating 24 hours a day to meet the demand [1]

证券代码：002557 证券简称：洽洽食品 公告编号：2026-008 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。 洽洽食品股份有限公司(以下简称"公司")于 2022 年 9 月 27 日召开第五届 董事会第二十三次会议、2022 年 10 月 13 日召开 2022 年第一次临时股东大会， 审议通过了《关于<洽洽食品股份有限公司第七期员工持股计划（草案）>及摘要 的议案》等，同意公司实施第七期员工持股计划（以下简称"本次员工持股计划" 或"本员工持股计划"）。本次员工持股计划将通过非交易过户等法律法规允许 的方式获得公司回购专用证券账户所持有的公司股票（以下简称"标的股票"）。 具体内容详见公司刊登于《中国证券报》《上海证券报》《证券时报》《证券日 报》和巨潮资讯网（www.cninfo.com.cn）的相关公告： 根据《关于上市公司实施员工持股计划试点的指导意见》《深圳证券交易所 上市公司自律监管指引第 1 号——主板上市公司规范运作》等相关规定，现将公 司第七期员工持股计划第三个锁定期届满的相关情况公告如下： 一、本员工持股计划持有情况和锁定期 2 ...

Core Viewpoint - Qiaqia Food has announced its earnings forecast for 2025, projecting a significant decline in net profit due to rising raw material costs [1] Financial Performance - The company expects a net profit attributable to shareholders of 300 million to 320 million yuan for 2025, representing a year-on-year decrease of 62.33% to 64.68% [1] - The forecasted net profit after deducting non-recurring gains and losses is estimated to be between 230 million and 250 million yuan, reflecting a year-on-year decline of 67.64% to 70.23% [1] Operational Challenges - The primary reason for the anticipated decline in net profit is the significant increase in raw material procurement prices, which has led to a substantial decrease in gross profit margin [1]

Financial Projections - The estimated net profit for 2025 is projected to be between ¥30,000 and ¥32,000, representing a decline of 62.33% to 64.68% compared to the previous year's profit of ¥84,948.08[4] - The net profit after deducting non-recurring gains and losses is expected to be between ¥23,000 and ¥25,000, a decrease of 67.64% to 70.23% from last year's ¥77,266.78[4] - The basic earnings per share is forecasted to be between ¥0.59 and ¥0.63, down from ¥1.676 in the previous year[4] Reasons for Decline - The primary reason for the decline in net profit is the significant increase in raw material procurement prices, leading to a substantial decrease in gross margin[6] Caution for Investors - The financial data provided in the earnings forecast has not been audited by the accounting firm, and investors are advised to exercise caution[7]

| | | | | 单位: 力 | | --- | --- | --- | --- | --- | | 原募投项目预 | 变更后新募投项 | 调整后剩余募集 | 利息收入 | 永久补流金额 | | 计投入金额 | 目预计投入金额 | 资金金额 | | | | 26, 000. 00 | 6, 086. 43 | 19, 913. 57 | 2, 146. 60 | 22, 060. 17 | （图片来源：截图自洽洽食品公告） 洽洽食品董事会审计委员会审议认为，本次部分募集资金投资项目变更及延期并将剩余募集资金永久补充流动资金的事项，是公司根据实际经营需要所作出 的合理决策，不会对公司生产经营造成不利影响。 每经记者｜章光日 每经编辑｜吴永久 近期，洽洽食品变更了部分募投项目。洽洽食品主要生产坚果炒货类休闲食品，公司产品有洽洽红袋香瓜子、洽洽蓝袋风味瓜子、洽洽小黄袋每日坚果、洽 洽小蓝袋益生菌每日坚果、每日坚果燕麦片、坚果礼盒等。2024年，根据沙利文认证，洽洽品牌瓜子连续5年全球销量第一。 为了寻求新的增长点，洽洽食品前些年通过发债等方式大力发展坚果类业务。2020年10月20日，公司发行总额为13.40亿元 ...

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2026年度日常关联交易预计的 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。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002557 证券简称：洽洽食品 公告编号：2026-005 一、日常关联交易基本情况 （一）日常关联交易概述 根据《深圳证券交易所股票上市规则》（以下简称"《股票上市规则》"）有关规范关联交易的规定，洽 洽食品股份有限公司（以下简称"公司"）以2025年度相关关联交易为基础，结合2026年度业务开展情 况，对2026年度公司同关联方发生的日常交易进行预计，预计总金额为18,500.00万元，去年同类交易实 际发生总金额为 8,120.17万元。公司日常关联交易预计工作履行审议程序如下： 1、公司于2026年1月28日召开第六届董事会第二十三次会议，以3票赞成，0票弃权，0票反对的表决结 果审议通过了《关于2026年度日常关联交易预计的议案》。 2、审议本议案时，根据《深圳证券交易所股票上市规则》规定，公司4名关联董事（陈先保先生、陈奇 女士、陈冬 ...

Core Viewpoint - Qiaqia Food announced a significant reduction and postponement of its "Hefei Qiaqia Industrial Park Nut Flexible Factory Construction Project," with the investment scale decreased by over 70% [1][2] Group 1: Project Changes - The original investment for the "Hefei Qiaqia Industrial Park Nut Flexible Factory Construction Project" was planned at 260 million yuan, with a projected annual capacity of 9,000 tons of daily nuts, 2,400 tons of shell nuts, and 2,400 tons of flavored nuts [1] - The revised project, now named "Qiaqia Hefei No. 1 Nut Flexible Factory Construction Project," will involve a single nut workshop with a 10 tons/day flavored nut production line and a 5 tons/day flavored nut production line, with a total construction cost of 60.8643 million yuan [1][2] - The completion date for the project has been extended from September 30, 2026, to October 31, 2026 [2] Group 2: Financial Adjustments - The investment amount has been reduced from 260 million yuan to 60.8643 million yuan, representing a reduction of 73.82% [2] - The remaining 199 million yuan and related interest income will be permanently reallocated to supplement working capital [2] Group 3: Strategic Implications - Qiaqia Food has established nine major production bases in China, including Hefei, Fuyang, Changsha, and Chongqing, and plans to build a new nut factory and production line in Thailand [2] - The adjustment of the fundraising project is a careful decision made by the company based on external circumstances and its strategic development needs, aligning with its actual operational requirements [2] - The construction of the nut flexible factory aims to achieve standardized processes from raw material selection to packaging, ensuring product stability and food safety, while enabling quick adaptation to market demands through small-batch, multi-batch production [2]