人民财讯11月8日电，11月以来，一些低价、高辨识度叠加热门题材的个股崭露头角，比如"马"字辈个股月内平均涨幅接近2%，显著超越上 证指数的同期涨幅，多只个股涨幅超过10%。 | | | | 低价低市值的绩优潜力热门股 | | | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 最新收盘价 | 最新市值 | 机构一致 预测 2025 | 机构一致预 测2026年 | 热门概念 | | | | (元) | (亿元) | 年净利润 | 净利润塌幅 | | | | | | | 增幅 | (%) | | | 002587 | 奥拓电子 | 6.42 | 41.83 | 193.43 | 111.11 | 抖音豆包 | | 920021 | 流金科技 | 6.87 | 21.23 | 203.78 | 96.00 | 5G应用 | | 300040 | 九洲集团 | 7.01 | 45.10 | 115.97 | 50.57 | 充电桩 | | 920809 | 安达科技 | 7.68 | 46.01 | 51.61 | 101.22 | 磷酸铁锂电池 ...

国浩律师（深圳）事务所 关于 好想你健康食品股份有限公司 2025 年员工持股计划 网址/Website: http://www.grandall.com.cn 二〇二五年十一月 之 法律意见书 广东省深圳市福田区深南大道 6008 号特区报业大厦 42、41、31DE、2403、2405，邮编：518034 42、41、31DE、2403、2405, Tequbaoye Building 6008 Shennan Avenue Shenzhen 518034, China 电话/Tel: +86 755 83515666 传真/Fax: +86 755 83515333 | 一、好想你实施本次员工持股计划的主体资格 6 | | | --- | --- | | 二、本次员工持股计划的合法合规性 7 | | | 三、本次员工持股计划涉及的法定程序 10 | | | 四、本次员工持股计划的信息披露 12 | | | 五、股东大会回避表决安排的合法合规性 12 | | | 六、本次员工持股计划在公司融资时参与方式的合法合规性 | 13 | | 一致行动关系的认定 | 13 | | 八、结论意见 | 14 | GLG ...

证券之星消息，11月7日休闲食品板块较上一交易日上涨0.1%，好想你领涨。当日上证指数报收于 3997.56，下跌0.25%。深证成指报收于13404.06，下跌0.36%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002582 | 好想你 | 10.17 | 2.01% | 13.69万 | | 1.39亿 | | 002820 | 桂发祥 | 13.65 | 1.41% | 22.67万 | | 3.10亿 | | 002719 | 麦趣尔 | 696 | 1.04% | 5.84万 | 5636.77万 | | | 001219 | 青岛食品 | 14.78 | 0.82% | 4.10万 | 6051.36万 | | | 300972 | 万辰集团 | 180.68 | 0.68% | 1.94万 | | 3.55 Z | | 603886 | 元祖股份 | 12.84 | 0.55% | 2.77万 | 3544.70万 | | | ...

Group 1 - The artificial meat concept stocks experienced a short-term surge, with Guoen Co., Ltd. hitting the daily limit up [1] - Fuxiang Pharmaceutical saw an increase of over 15% [1] - Other companies such as Huabao Co., Haoxiangni, Shuanghui Development, Chengzhi Co., and Chunxue Food also experienced gains [1]

值得一提的是，好想你拟实施员工持股计划，向不超过189名员工受让不超过1000万股，将核心团队的 利益与公司长期价值深度绑定，有助于稳定人才队伍并激发内部活力，向市场传递了管理层对公司未来 发展的信心。 好想你董秘豆妍妍表示，下一步，好想你将继续围绕"四个坚持不动摇"，持续深入实施"两个健康双增 长"等十大经营发展战略，以"红枣专家好想你"为定位，以产品清单为管理工具，强化品牌建设、深化 科技创新、优化产品结构、拓宽市场渠道等多维度举措，进一步提升市场竞争力，推动公司高质量发 展。 今年以来，好想你加强产品推新与技术赋能，相继推出原枣、去核枣、去皮去核枣、三蒸三制枣、黑金 枣、新质红枣八宝茶、银耳小冻羹等系列新品，不断挖掘消费者对健康食品的新需求、新场景。同时， 好想你的"红枣黑化加工"与"药食同源冻干速溶粉"两项关键技术通过了由中国工程院院士领衔的科技成 果鉴定，为产品创新提供了支撑。 在渠道建设方面，好想你通过稳固门店、传统商超、团购、电商等存量渠道的同时，积极拥抱新兴渠 道，加速扩张。在线下渠道，公司与山姆、永辉等高势能商超深化合作；线上则布局主流电商平台，并 联动抖音、小红书等内容平台进行渗透，线上线 ...

Industry Investment Rating - The investment rating for the food and beverage industry is "Outperform" [1] Core Insights - The report highlights that the liquor sector is actively releasing pressure on financial statements, with the industry gradually bottoming out. The frozen food sector is witnessing a turning point, while the soft drink and snack sectors maintain high levels of prosperity [3][4][30] Summary by Sections 1. Liquor - The liquor sector's total revenue for the first three quarters of 2025 was CNY 319.23 billion, a year-on-year decrease of 5.76%, with net profit down 6.85% to CNY 122.67 billion. In Q3 alone, revenue fell 18.38% to CNY 78.48 billion, and net profit dropped 22.00% to CNY 28.09 billion [14][28] - High-end liquor brands like Moutai showed stable growth, while others like Wuliangye and Luzhou Laojiao faced significant declines. Moutai's revenue grew by 9.28% year-on-year, while Wuliangye's fell by 10.26% [17][19] - The second-tier liquor brands, such as Fenjiu, showed resilience with a revenue increase of 5.00%, while others like Shui Jing Fang and Shede experienced declines [26][22] 2. Soft Drinks - The soft drink sector saw significant growth, with companies like Dongpeng Beverage reporting a 34.13% increase in revenue year-on-year. The energy drink segment, particularly, showed robust growth [30][31] - The introduction of new flavors and products, such as Dongpeng's summer limited edition, contributed to the sustained high growth rates in this sector [30] 3. Dairy Products - The dairy sector, led by Yili, maintained stable performance despite high base effects, with significant growth in milk powder and cold drink products. New Dairy's low-temperature products continued to show double-digit growth [4][31] 4. Frozen Foods - The frozen food industry is experiencing a turning point, with companies noting that the price war has peaked. The focus is shifting towards rational competition and value [7][30] 5. Snacks - The snack sector is undergoing strategic adjustments, with member stores and instant retail becoming key growth channels. The overall consumption environment remains weak, but the snack sector is adapting with targeted strategies [7][30]

Market Overview - The leisure food sector increased by 0.08% on November 5, with Ximai Food leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Stock Performance - Ximai Food (002956) closed at 22.19, up 2.35% with a trading volume of 44,300 shares and a transaction value of 98.90 million [1] - Guifaxiang (002820) also rose by 2.35% to 13.52, with a trading volume of 231,600 shares and a transaction value of 313 million [1] - Other notable performers include Maiqu'er (002719) up 1.90% to 9.67, and Sanzhi Songshu (300783) up 1.73% to 23.56 [1] Capital Flow - The leisure food sector experienced a net outflow of 3.67 million from institutional investors, while retail investors saw a net outflow of 43.58 million [2] - Conversely, speculative funds recorded a net inflow of 47.25 million [2] Individual Stock Capital Flow - Sanzhi Songshu (300783) had a net inflow of 20.74 million from institutional investors, but a net outflow of 30.54 million from retail investors [3] - Guifaxiang (002820) saw a net inflow of 9.29 million from institutional investors, with a net outflow of 13.02 million from retail investors [3] - Other stocks like Jinzai Food (003000) and Yuanzi Food (603886) also showed mixed capital flows, with significant retail outflows [3]

Core Viewpoint - The company, Hao Xiang Ni, emphasized its commitment to fulfilling information disclosure obligations in accordance with relevant laws and regulations during an interaction with investors on October 29 [2] Group 1 - The company responded to investor inquiries on an interactive platform [2] - The company is adhering to legal and regulatory requirements for information disclosure [2]

Group 1 - The core viewpoint of the news is that as of October 28, 2025, institutional investors hold a total of 64.8372 million shares of Haoxiangni (002582.SZ), accounting for 14.48% of the company's total share capital, with an increase of 0.84 percentage points compared to the previous quarter [1] Group 2 - A total of 9 institutional investors have disclosed their holdings in Haoxiangni, including notable funds such as China Everbright Bank's mixed fund and Industrial Bank's flexible allocation fund [1] - Among public funds, 2 funds increased their holdings, while 1 fund decreased its holdings by 0.22% compared to the previous quarter [2] - There are 2 newly disclosed public funds and 40 funds that were not disclosed in the previous quarter, indicating a dynamic change in the investment landscape [2]

Core Insights - The company reported a total revenue of 1.062 billion yuan for Q3 2025, ranking 12th among disclosed peers, which represents a decrease of 115 million yuan or 9.77% year-on-year [1] - The net profit attributable to shareholders was -4.7088 million yuan, ranking 14th among peers [1] - The net cash inflow from operating activities was 199 million yuan, ranking 11th among peers [1] Financial Metrics - The latest debt-to-asset ratio is 31.25%, an increase of 0.70 percentage points from the previous quarter and an increase of 5.33 percentage points year-on-year [3] - The latest gross profit margin is 28.67%, ranking 10th among peers, with a decrease of 0.83 percentage points from the previous quarter [3] - The latest return on equity (ROE) is -0.15%, ranking 14th among peers [3] - The diluted earnings per share is -0.01 yuan, ranking 14th among peers [3] - The total asset turnover ratio is 0.23 times, ranking 15th among peers [3] - The inventory turnover ratio is 2.40 times, ranking 14th among peers, with a decrease of 0.25 times or 9.35% year-on-year [3] Shareholder Information - The number of shareholders is 46,300, with the top ten shareholders holding 203 million shares, accounting for 45.26% of the total share capital [3] - The largest shareholder is Shi Jubin, holding 28.8 million shares [3]