CHACHA FOOD CO.,LTD(002557)

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洽洽食品回购进展:已回购103.32万股,成交金额2718.91万元
Xin Lang Zheng Quan· 2025-09-02 12:26
Group 1 - The company, Qiaqia Food, has actively promoted its share repurchase plan, having repurchased 1,033,192 shares for a total amount of 27,189,086.01 yuan as of August 31, 2025 [1][2] - The board of directors approved a share repurchase plan on November 14, 2024, with a total repurchase amount not less than 40 million yuan and not exceeding 80 million yuan, at a maximum price of 47.48 yuan per share [1][2] - The repurchase price has been adjusted due to the company's equity distribution, with the maximum price now set at 46.21 yuan per share [1][2] Group 2 - The repurchased shares account for 0.204% of the company's total share capital, with the highest transaction price being 29.53 yuan per share and the lowest at 21.43 yuan per share [2] - The funding for the repurchase comes from the company's own funds and a special loan for share repurchase, complying with relevant laws and regulations [2] - The company will continue to implement the repurchase plan based on market conditions and will fulfill its information disclosure obligations [2]
洽洽食品(002557) - 洽洽食品股份有限公司关于股份回购进展情况的公告
2025-09-02 09:16
证券代码:002557 证券简称:洽洽食品 公告编号:2025-068 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 ...
洽洽食品(002557.SZ):已累计回购0.204%股份
Ge Long Hui A P P· 2025-09-02 09:16
Group 1 - The company, Qiaqia Food (002557.SZ), announced a share buyback program, repurchasing 1,033,192 shares, which represents 0.204% of its total share capital [1] - The maximum transaction price for the shares was 29.53 CNY per share, while the minimum transaction price was 21.43 CNY per share [1] - The total amount spent on the share buyback was 27.1891 million CNY, excluding transaction fees [1]
休闲食品板块9月2日跌1.24%,紫燕食品领跌,主力资金净流出2.62亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-02 08:55
Market Overview - The leisure food sector experienced a decline of 1.24% on September 2, with Ziyan Food leading the drop [1][2] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Individual Stock Performance - Ziyan Food's stock price fell by 6.72% to 23.75, with a trading volume of 66,300 shares and a transaction value of 162 million yuan [2] - Other notable declines include: - Ximai Food down 2.82% to 21.40 - Guifaxiang down 2.81% to 12.82 - Three Squirrels down 2.43% to 26.11 [2] Trading Volume and Capital Flow - The leisure food sector saw a net outflow of 262 million yuan from main funds, while retail investors contributed a net inflow of 253 million yuan [2][3] - The trading volume for various stocks included: - Taoli Bread with a closing price of 5.69 and a trading volume of 250,700 shares [1] - Yanzhu Co. with a closing price of 13.17 and a trading volume of 44,400 shares [1] Capital Inflow Analysis - Main funds showed a net inflow in stocks like Taoli Bread (10.27 million yuan) and Youyou Food (3.91 million yuan) [3] - Conversely, stocks like Black Sesame and Maiqu'er experienced net outflows of -20.11 million yuan and -203.98 million yuan, respectively [3]
洽洽食品(002557):新品拓展积极,成本上涨导致利润承压
EBSCN· 2025-09-02 06:00
Investment Rating - The report maintains a "Buy" rating for Qiaqia Foods [4][6]. Core Views - Qiaqia Foods reported a decline in revenue and net profit for H1 2025, with revenue at 2.752 billion yuan, down 5.05% year-on-year, and net profit at 89 million yuan, down 73.68% year-on-year [1]. - The company is actively expanding its product line, launching several new products, and shifting its marketing strategy to a combination of online and offline channels, which is expected to drive future growth [2]. - Rising raw material costs and increased promotional expenses have pressured profit margins, with gross margins for H1 2025 at 20.31% [3]. Summary by Sections Financial Performance - H1 2025 revenue was 2.752 billion yuan, a decrease of 5.05% year-on-year, while net profit was 89 million yuan, down 73.68% year-on-year [1]. - In Q2 2025, revenue was 1.181 billion yuan, an increase of 9.69% year-on-year, but net profit fell to 11 million yuan, down 88.17% year-on-year [1]. Product and Market Strategy - The company faced revenue declines in its core product categories due to the timing of the Spring Festival, with sunflower seeds and nuts seeing revenue drops of 4.45% and 6.98% respectively [2]. - New product launches include konjac, whole nuts, fresh-cut fries, and ice cream, with a focus on both online and offline sales channels [2]. Cost and Profitability - H1 2025 gross margin was 20.31%, down 3.56 percentage points year-on-year, primarily due to rising raw material costs and competitive pricing pressures [3]. - Selling expense ratio increased to 12.09% in H1 2025, reflecting higher promotional spending to support new product launches [3]. Earnings Forecast and Valuation - The net profit forecast for 2025-2027 has been revised down to 430 million, 670 million, and 776 million yuan respectively, with corresponding EPS estimates of 0.85, 1.32, and 1.53 yuan [4]. - The current stock price corresponds to a PE ratio of 27x for 2025, 18x for 2026, and 15x for 2027 [4].
零食板块2025中报总结:行业成长分化,个股亮点显著
GOLDEN SUN SECURITIES· 2025-09-01 11:52
Investment Rating - The industry investment rating is maintained as "Add" [5] Core Viewpoints - The snack sector is experiencing differentiated growth, with individual companies showing significant highlights. In H1 2025, the overall revenue of the snack sector was 25.51 billion yuan, a year-on-year decrease of 2.2%. The sector's net profit attributable to shareholders was 1.09 billion yuan, down 40.3% year-on-year, primarily due to cost pressures and the weakening of channel dividends [1][10][12] - In Q2 2025, the snack sector's revenue reached 11.09 billion yuan, a year-on-year increase of 2.2%. However, the net profit attributable to shareholders dropped to 250 million yuan, a decrease of 55.1% year-on-year, indicating increased profit pressure due to cost and expense pressures [2][12] - The report highlights three types of companies that are expected to perform well: those that create core blockbuster products, those that rapidly expand channels, and those that continuously innovate [2][20][22] Summary by Sections Industry Overview - In H1 2025, the snack sector's overall revenue was 25.51 billion yuan, down 2.2% year-on-year. The decline is attributed to the timing of the Spring Festival affecting inventory preparation and a return to normal operating rhythms in Q2 [10][12] - The average gross margin for the snack sector in H1 2025 was 28.3%, a decrease of 2.1 percentage points year-on-year, primarily due to rising costs and changes in channel structure [11][18] Q2 Performance - The snack sector's revenue in Q2 2025 was 11.09 billion yuan, up 2.2% year-on-year, indicating a return to positive growth despite seasonal challenges. However, net profit fell to 250 million yuan, down 55.1% year-on-year, reflecting significant profit pressure [2][12] - The average gross margin in Q2 2025 was 28.4%, down 1.7 percentage points year-on-year, influenced by rising costs and changes in channel structure [13][18] Growth Catalysts - The report emphasizes the importance of product innovation and channel expansion as key growth drivers. Companies that can create blockbuster products and effectively expand their channels are expected to outperform [20][21] - The report identifies specific companies with strong growth potential, including Wei Long, Yan Jin Pu Zi, and You You Food, which are leveraging product demand and channel expansion to drive growth [22] Investment Recommendations - The report suggests focusing on companies that can successfully execute growth strategies along two main lines: product innovation and channel expansion. Key companies highlighted include Wei Long, Yan Jin Pu Zi, You You Food, and Wan Chen Group, which are expected to benefit from favorable market conditions [22]
休闲食品板块9月1日涨0.05%,洽洽食品领涨,主力资金净流出235.67万元
Zheng Xing Xing Ye Ri Bao· 2025-09-01 08:39
Market Overview - The leisure food sector increased by 0.05% on September 1, with Qiaqia Food leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Leisure Food Sector - Zhizhi Food (002557) closed at 23.17, up 3.58% with a trading volume of 165,300 shares and a turnover of 385 million yuan [1] - Haoxiangni (002582) closed at 10.70, up 3.48% with a trading volume of 375,400 shares and a turnover of 401 million yuan [1] - Liangpinpuzi (603719) closed at 13.62, up 3.10% with a trading volume of 126,000 shares and a turnover of 170 million yuan [1] Top Losers in Leisure Food Sector - Wancheng Group (300972) closed at 204.70, down 3.35% with a trading volume of 65,500 shares and a turnover of 1.337 billion yuan [2] - Chongwu Food (603057) closed at 25.46, down 2.26% with a trading volume of 50,600 shares and a turnover of 130 million yuan [2] - Youyou Food (603697) closed at 13.82, down 2.12% with a trading volume of 225,800 shares and a turnover of 314 million yuan [2] Capital Flow Analysis - The leisure food sector experienced a net outflow of 2.3567 million yuan from institutional investors, while retail investors saw a net inflow of 14.3 million yuan [2][3] - Major stocks like Zhizhi Food had a net inflow of 63.1025 million yuan from institutional investors, despite a net outflow from retail investors [3] - The overall trend indicates a mixed sentiment among different types of investors within the leisure food sector [3]
机构:切入低估值消费与周期板块,食品饮料ETF天弘(159736)上周累计“吸金”近1亿元,中秋&国庆旺销窗口期成重要观察拐点
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-01 02:53
Group 1 - A-shares opened higher on the first trading day of September, with active sectors including catering, tourism, and pharmaceuticals [1] - The Tianhong Food and Beverage ETF (159736) showed a gain of 0.66% and a premium trading rate of 0.16%, with significant price increases in constituent stocks such as COFCO Sugar Industry rising over 8% and others like Qiaqia Food, Kweichow Moutai, and others increasing by over 4% [1] - The Tianhong Food and Beverage ETF has seen a net inflow of funds totaling 98.3 million yuan over the last five trading days, with 9 out of the last 10 trading days experiencing net inflows [1] Group 2 - The white liquor sector's semi-annual reports indicate that companies are expected to accelerate performance recovery by Q2 2025, with market sentiment improving due to reduced uncertainty in the industry [2] - Analysts suggest that upcoming consumption policies may catalyze a fundamental turnaround in traditional consumer goods, particularly in the catering supply chain and dairy sectors [2] - The TMT sector is nearing a warning line in terms of market crowding, while consumer and cyclical sectors may offer better value in the next market phase, with a shift in market funds towards stable and growth-oriented assets [2]
瓜子界顶流“翻车”?洽洽半年报亏到瓜子壳都不剩
Zhong Jin Zai Xian· 2025-08-29 12:28
Core Viewpoint - The financial performance of Qiaqia Food, a leading sunflower seed brand, has significantly declined, with a 73% drop in net profit and a 5.05% decrease in revenue for the first half of 2025, raising concerns among shareholders [1][2]. Group 1: Financial Performance - Qiaqia's revenue for the first half of 2025 was 2.752 billion yuan, down 5.05% year-on-year [1]. - The net profit attributable to shareholders was only 88.64 million yuan, a staggering decline from 337 million yuan in the same period last year, representing a 73.68% decrease [1]. - Operating cash flow also decreased by 76.12%, indicating severe financial strain [1]. Group 2: Cost and Pricing Challenges - The company faces rising costs due to soaring sunflower seed prices influenced by international grain markets and weather conditions, leading to increased procurement costs [2]. - As a staple snack, consumers are highly sensitive to price changes, making it difficult for Qiaqia to raise prices without risking loss of market share to competitors [2]. Group 3: Market Competition and Strategy - The rise of new snack brands and direct-to-store sales models has intensified competition, with these brands capturing significant market share and offering lower prices [3]. - Qiaqia has begun diversifying its product line, introducing new items such as flavored seeds and ice cream, in an attempt to transition from a single-product brand to a comprehensive snack company [3]. - The company is also focusing on digital transformation and expanding into Southeast Asia and other international markets to regain growth momentum [3].
洽洽食品(002557) - 洽洽食品股份有限公司关于部分股票期权注销完成的公告
2025-08-29 12:10
公司本次注销股票期权事项符合《上市公司股权激励管理办法》《洽洽食品 股份有限公司 2024 年股票期权激励计划(草案)》等相关规定。本次注销的股 票期权尚未行权,注销后不会对公司总股本及股本结构造成影响,不存在损害公 司及全体股东特别是中小股东利益的情况。经上述调整,公司股票期权激励对象 人数由 29 人调整为 26 人,激励对象已获授但尚未满足行权条件的股票期权的数 量由 418 万份调整为 250.60 万份。 | 证券代码:002557 | 证券简称:洽洽食品 | 公告编号:2025-067 | | --- | --- | --- | | 债券代码:128135 | 债券简称:洽洽转债 | | 洽洽食品股份有限公司 关于部分股票期权注销完成的公告 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 8 月 21 日召开第六 届董事会第十九次会议及第六届监事会第十五次会议,审议通过了《关于注销部 分股票期权的议案》。根据《洽洽食品股份有限公司 2024 年股票期权激励计划 (草案)》相关规定及公司 20 ...