[ChaCha Food Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=ChaCha%20Food%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) ChaCha Food Co., Ltd. provides its 2025 semi-annual performance forecast, anticipating a significant decline in net profit primarily due to increased raw material costs [Core Performance Forecast Data](index=1&type=section&id=II.%20Performance%20Forecast%20Overview) The company anticipates a significant year-over-year decline in its 2025 first-half performance, with net profit attributable to shareholders projected to be between 80 million and 97.5 million Yuan, a decrease of 71.05% to 76.25%, and non-recurring net profit expected to fall by 79.85% to 85.86% Key Performance Indicators for 2025 Semi-Annual Performance Forecast | Item | Current Period Forecast (Jan 1 - Jun 30, 2025) | Prior Period (Same Period Last Year) | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 80.00 million – 97.50 million Yuan | Profit: 336.81 million Yuan | | Year-over-Year Change | **Decline: 71.05% - 76.25%** | - | | **Net Profit After Non-Recurring Items** | Profit: 40.00 million - 57.00 million Yuan | Profit: 282.86 million Yuan | | Year-over-Year Change | **Decline: 79.85% - 85.86%** | - | | **Basic Earnings Per Share** | Profit: 0.158 - 0.192 Yuan/share | Profit: 0.663 Yuan/share | [Analysis of Performance Change Reasons](index=1&type=section&id=IV.%20Explanation%20of%20Performance%20Change) The company attributes the significant decline in 2025 first-half net profit primarily to a substantial increase in raw material procurement prices, which directly eroded the company's gross profit margin - The company explicitly states that the primary reason for the year-over-year decline in net profit is a significant increase in raw material procurement prices, leading to a substantial decrease in gross profit margin[3](index=3&type=chunk) [Other Explanations and Risk Warnings](index=1&type=section&id=III.%20Communication%20with%20Accounting%20Firm) The company emphasizes that this performance forecast is based on preliminary financial department calculations and has not been audited by a certified public accountant, advising investors that final accurate financial data will be subject to the official 2025 semi-annual report and to exercise caution regarding investment risks - This performance forecast represents preliminary data from the company's finance department and has not been pre-audited by a certified public accountant[3](index=3&type=chunk) - The company reminds investors that specific financial data will be based on the 2025 semi-annual report to be disclosed by the company, and investment decisions should be made with caution[3](index=3&type=chunk)[4](index=4&type=chunk)

洽洽食品：预计2025年上半年净利润同比下降71.05%-76.25% 金十数据7月14日讯，洽洽食品公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润 为8000万元–9750万元，比上年同期下降71.05%-76.25%。 ...

Overview - The demand for pistachios in China is increasing due to rising living standards and changing consumer preferences towards healthy snacks. In 2024, the demand for pistachios is projected to reach 235,100 tons, with a market size of 22.711 billion yuan, while the domestic production is only 81,100 tons, necessitating significant imports each year [1][10]. Market Policy - China has implemented a series of stringent food safety policies to regulate the production of pistachios, ensuring product quality and promoting the industry's development towards standardization and high quality. Key policies include guidelines for traditional food production, food safety assessment methods, and measures to enhance food enterprise standard management [4][6]. Industry Chain - The pistachio industry chain includes upstream cultivation, processing equipment, flavoring, and packaging materials. The main cultivation areas are in Xinjiang and Gansu, where the climate is suitable for pistachio growth. Due to insufficient domestic production, China heavily relies on imports. The midstream involves processing, while the downstream includes sales channels such as supermarkets, convenience stores, and e-commerce platforms [8][10]. Development Status - The market for pistachios is experiencing continuous growth, with a projected import volume of 133,700 tons and an import value of approximately 86.9 million USD in 2024. The average import price is 6.50 USD per kilogram, with major suppliers being the United States, Iran, Australia, and Turkey [12][10]. Competitive Landscape - The pistachio industry in China is characterized by a fragmented competitive landscape with numerous participants. Key players include Three Squirrels, Qiaqia Food, and Good Products, among others, with operations spread across various provinces [14][16]. Company Analysis - Three Squirrels has achieved significant sales, with total revenue reaching 10.62 billion yuan in 2024, of which the nut business accounted for 5.366 billion yuan, representing 50.5% of total revenue [16]. Good Products, established in 2006, reported total revenue of 7.159 billion yuan in 2024, with the nut business contributing 1.138 billion yuan, or 15.9% of total revenue [18]. Development Trends - The future demand for pistachios is expected to grow as consumer health awareness increases, leading to a shift towards low-fat, high-protein, and nutrient-rich products. Companies are likely to invest in product diversification and innovation, including new flavors and functional products, as well as deep-processing products like pistachio butter and oil [20].

证券代码：002557 证券简称：洽洽食品 公告编号：2025-052 债券代码：128135 债券简称：洽洽转债 洽洽食品股份有限公司 关于变更保荐代表人的公告 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。 洽洽食品股份有限公司（以下简称"公司"）于近日收到国元证券股份有限 公司（以下简称"国元证券"）出具的《国元证券股份有限公司关于变更洽洽食 品股份有限公司持续督导工作保荐代表人的函》。国元证券作为公司持续督导阶 段的保荐机构，目前负责持续督导的保荐代表人为王钢先生、孙彬先生。 公司首次公开发行股票并上市持续督导期已于 2013 年 12 月 31 日结束，公 司公开发行可转换公司债券持续督导期已于 2021 年 12 月 31 日结束，但由于募 集资金尚未使用完毕，国元证券需要对公司剩余募集资金的使用和管理继续履行 督导义务。由于公司原保荐代表人孙彬先生因个人原因，不再负责公司的持续督 导工作，为保证公司持续督导工作的有序进行，国元证券现委派黄斌先生接替孙 彬先生担任公司持续督导工作的保荐代表人，继续履行持续督导职责。 公司董事会对孙彬先生在担任公司保 ...

证券代码：002557 证券简称：洽洽食品 公告编号：2025-051 债券代码：128135 债券简称：洽洽转债 洽洽食品股份有限公司 关于股份回购进展情况的公告 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。 洽洽食品股份有限公司（以下简称"公司"）于 2024 年 11 月 14 日召开第 六届董事会第十三次会议审议通过了《洽洽食品股份有限公司关于回购公司股份 方案暨取得股票回购专项贷款的议案》，拟使用公司自有资金和股票回购专项贷 款资金以集中竞价交易方式回购公司部分社会公众股份（A 股），公司拟回购股 份用于后期实施股权激励计划或员工持股计划的股份来源；回购的资金总额不低 于人民币 4,000 万元（含），且不超过人民币 8,000 万元（含）；回购价格不超 过人民币 47.48 元/股（含）。本次回购股份的实施期限为自公司董事会审议通 过本次回购方案之日起 12 个月内。公司于 2024 年 11 月 23 日披露了《洽洽食 品股份有限公司回购报告书》。 因公司实施 2024 年前三季度权益分派，公司回购股份的价格由不超过人民 币 47.48 元/股 ...

证券代码：002557 证券简称：洽洽食品 公告编号：2025-050 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2025年第二季度可转债转股情况的公告 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。 特别提示： 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监 管指引第 15 号——可转换公司债券》的有关规定，洽洽食品股份有限公司（以 下简称"公司"）现将 2025 年第二季度可转换公司债券（以下简称"可转债"） 转股及公司股份变动情况公告如下： 深交所挂牌交易，债券简称"洽洽转债"，债券代码"128135"。 根据相关法律法规和《洽洽食品股份有限公司公开发行可转换公司债券募集 说明书》（以下简称"《募集说明书》"）的有关规定，本次发行的可转换公司 债券转股期自可转换公司债券发行结束之日（2020 年 10 月 26 日）起满六个月 后的第一个交易日（2021 年 4 月 26 日）起至可转换公司债券到期日（2026 年 10 月 19 日）止。"洽洽转债"的初始转股价格为 60.83 元/股。 2021 年 6 ...

证券代码：002557 证券简称：洽洽食品 公告编号：2025-049 债券代码：128135 债券简称：洽洽转债 洽洽食品股份有限公司 名称：洽洽食品股份有限公司 统一社会信用代码：913400007300294381 类型：股份有限公司（中外合资、上市） 法定代表人：陈先保 注册资本：伍亿零伍佰捌拾伍万伍仟零玖拾贰人民币元整 成立日期：2001 年 08 月 09 日 住所：安徽省合肥市经济技术开发区莲花路 关于完成工商变更登记并换发营业执照的公告 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。 洽洽食品股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第六 届董事会第十七次会议、于 2025 年 5 月 16 日召开 2024 年年度股东大会，审议 通过了《关于修订＜公司章程＞的议案》，同意公司注册资本由 507,000,000 元变更为 505,855,092 元。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn） 披露的相关公告。 近日，公司完成了上述事项的工商变更登记手续，获得了安徽省市场监督管 理局换发的《营业 ...

Core Viewpoint - The company is announcing the upcoming expiration of its ninth employee stock ownership plan, which is set to end on December 24, 2025, and outlines the plan's details and future arrangements [1][2][3]. Summary by Sections Employee Stock Ownership Plan Status - The ninth employee stock ownership plan has acquired a total of 2,701,000 shares through market transactions, representing 0.53% of the company's total share capital [2]. Future Arrangements - After the lock-up period ends, the management committee will decide on the sale of the corresponding shares and the distribution of profits, if any, after deducting relevant taxes [2][3]. Compliance and Regulations - The plan will adhere to market trading rules and regulations set by the China Securities Regulatory Commission and the Shenzhen Stock Exchange regarding sensitive periods for trading [3]. Duration and Modifications - The plan's duration is set for 24 months, starting from December 25, 2023, to December 24, 2025. Changes to the plan require approval from two-thirds of the participating shareholders [3][4].

证券代码：002557 证券简称：洽洽食品 公告编号：2025-048 债券代码：128135 债券简称：洽洽转债 洽洽食品股份有限公司 关于第九期员工持股计划存续期即将届满的提示性公告 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。 洽洽食品股份有限公司（以下简称"公司"）于 2023 年 10 月 26 日召开第 六届董事会第四次会议、第六届监事会第四次会议，于 2023 年 11 月 13 日召开 2023 年第一次临时股东大会，审议通过《关于<洽洽食品股份有限公司第九期员 工持股计划（草案）>及摘要的议案》等员工持股计划相关议案，同意公司实施 第九期员工持股计划（以下简称"本次员工持股计划"）。本次员工持股计划的 股票来源为通过二级市场购买（包括但不限于大宗交易、竞价交易等方式）或法 律法规允许的其他方式取得的标的股票。具体内容详见公司于 2023 年 10 月 27 日 、 2023 年 11 月 14 日在指定信息披露媒体及巨潮资讯网 （http://www.cninfo.com.cn）上刊登的公告。 鉴于公司第九期员工持股计划存续期将于 2025 ...

Core Viewpoint - The credit rating agency maintains the long-term credit rating of Qiaqia Food Co., Ltd. at AA with a stable outlook, reflecting the company's strong competitive advantages in the snack food manufacturing industry and its solid financial position [1][3][4]. Company Overview - Qiaqia Food Co., Ltd. is a leading manufacturer of snack foods in China, primarily engaged in the research, production, and sales of nut and seed products [10]. - As of March 2025, the company has a registered capital of 507 million yuan and operates 35 subsidiaries [10]. Financial Performance - For the year 2024, Qiaqia achieved total revenue of 71.31 billion yuan and a profit of 10.79 billion yuan, with a significant increase in revenue from nut products [10][17]. - The company's cash assets were reported at 49.52 billion yuan as of 2024, with a debt-to-asset ratio of 43.04% [9][10]. - The EBITDA for 2024 was 13.19 billion yuan, indicating strong operational cash flow [9]. Competitive Advantages - The company maintains a strong brand reputation, stable supply chain, innovative product processes, and extensive distribution networks, which contribute to its competitive edge in the snack food sector [3][4][12]. - Qiaqia has established a robust procurement system for raw materials, ensuring quality and stability through direct partnerships with farmers and international suppliers [13][19]. Market Position and Challenges - The snack food industry is characterized by intense competition, with Qiaqia facing challenges such as fluctuating raw material prices and the need to adapt to changing consumer preferences [4][5][11]. - The company is expanding its product lines and optimizing its product structure to capture growth in emerging markets [3][4]. Future Outlook - The outlook for Qiaqia is positive, with expectations of enhanced market strength through continued expansion into lower-tier markets and the introduction of new products [4][11]. - Potential factors for rating upgrades include significant improvements in capital strength and market demand for its products [4][5].