（编辑 任世碧） 证券日报网讯 8月6日晚间，好想你发布关于2023年限制性股票激励计划剩余限制性股票回购注销完成 的公告称，公司本次回购注销的限制性股票数量为4，246，478股，占回购注销前公司总股本的 0.94%。离职激励对象已获授但尚未解除限售的45，000股限制性股票的回购价格为1.93元/股，首次授 予激励对象所持3，293，978股限制性股票的回购价格为2.04元/股，预留授予激励对象所持907，500股 限制性股票的回购价格为2.02元/股。截至本公告日，公司已在中国证券登记结算有限责任公司深圳分 公司办理完毕上述限制性股票回购注销手续。公司总股本由451，954，369股减少至447，707，891股。 ...

证券代码：002582 证券简称：好想你 公告编号：2025-037 好想你健康食品股份有限公司 关于 2023 年限制性股票激励计划剩余限制性股票回购注销完成的 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。 特别提示： 总股本的 0.94%。离职激励对象已获授但尚未解除限售的 45,000 股限制性股票 的回购价格为 1.93 元/股，首次授予激励对象所持 3,293,978 股限制性股票的回 购价格为 2.04 元/股，预留授予激励对象所持 907,500 股限制性股票的回购价格 为 2.02 元/股。 理完毕上述限制性股票回购注销手续。公司总股本由 451,954,369 股减少至 好想你健康食品股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召 开第六届董事会第二次会议和第六届监事会第二次会议，并于 2025 年 5 月 15 日 召开 2024 年度股东大会审议通过了《关于 2023 年限制性股票激励计划第二个解 除限售期解除限售条件未成就暨回购注销剩余限制性股票的议案》。截至本公告 日，公司已在中国证券登记结算有限责任公司 ...

证券代码：002582 证券简称：好想你 公告编号：2025-037 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： 1、公司本次回购注销的限制性股票数量为 4,246,478 股，占回购注销前公司 总股本的 0.94%。离职激励对象已获授但尚未解除限售的 45,000 股限制性股票 的回购价格为 1.93 元/股，首次授予激励对象所持 3,293,978 股限制性股票的回 购价格为 2.04 元/股，预留授予激励对象所持 907,500 股限制性股票的回购价格 为 2.02 元/股。 好想你健康食品股份有限公司 关于 2023 年限制性股票激励计划剩余限制性股票回购注销完成的 公告 4、2023 年 6 月 9 日，公司召开 2023 年第二次临时股东大会，审议通过了 《关于公司<2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于公司 <2023 年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授 权董事会办理 2023 年限制性股票激励计划相关事宜的议案》，并于 2023 年 6 月 10 日披露了《关于 2023 ...

Investment Dynamics - Marsala Biotechnology has completed a B+ round financing exceeding 100 million yuan, led by Baillie Investment and Baillie Zhigao, with existing shareholders also participating [3] - The funds will be used to enhance R&D and clinical trials, solidifying the company's leading position in the "clinical + consumer" dual scenarios [3] Company Developments - Berkshire Hathaway has reported a $3.8 billion impairment loss on its stake in Kraft Heinz, reducing the book value of its shares to $8.4 billion [5] - Kaluga Queen's parent company is considering an IPO in Hong Kong, with discussions ongoing regarding the scale of the offering [7] - Mr. Ice Cream is hiring for an IPO audit position, indicating potential plans for a Hong Kong IPO [9] - Goldman Sachs is set to acquire Froneri for €15 billion, utilizing a unique "continuation fund model" to manage the investment [13] - Bogner's parent company is selling 60% of its shares to Katjes International, enhancing Bogner's capital base for international expansion [16] - Cargill is selling its animal feed production business in Malaysia for approximately 231 million ringgit as part of a global restructuring [18] - Haoxiangni has launched a new series of craft beers, aiming to diversify its product offerings amid market challenges [20] - Kering and Swire Properties have established a sustainable development partnership to enhance ESG performance in retail [23] Personnel Changes - Walmart announced the immediate resignation of Ignacio Caride, CEO of Walmart Mexico and Central America, appointing Cristian Barrientos as interim CEO [25]

Core Viewpoint - The company is enhancing its "red dates + health fresh food" strategy, focusing on product innovation and brand positioning in the health food sector [1] Group 1: Product Strategy - The company is upgrading traditional products based on the concept of "food as medicine" and has launched new health products such as black gold dates and eight-treasure red date tea [1] - Future focus will be on health food innovation and scenario-based marketing to drive industry upgrades [1] Group 2: Distribution Channels - The company is expanding its offline presence in high-potential channels such as Sam's Club and Yonghui, while also strengthening online penetration through platforms like Douyin and Xiaohongshu [1] - The aim is to continuously build the brand perception of "Red Date Expert, Good Idea" [1] Group 3: Value Creation - The company is committed to creating value for shareholders through its strategic initiatives and market positioning [1]

Core Viewpoint - The company "Hao Xiang Ni" is diversifying into the craft beer market, launching new flavors such as red date and green tea, amid ongoing financial struggles and a three-year streak of losses [1][2][3] Company Summary - Hao Xiang Ni has introduced a series of new craft beers, including flavors like red date, green tea, jasmine tea, and peach blossom, priced around 20 yuan per bottle [2] - The company has reported net losses of 189 million yuan, 51.89 million yuan, and 71.96 million yuan for the years 2022 to 2024, with an expected loss of 15 to 25 million yuan for the first half of this year [2][3] - The company is seeking to develop a second growth curve due to the aging customer base and stagnant sales of its core red date products [3] Industry Summary - The new craft beer segment is rapidly gaining popularity, with various brands, including snack companies and supermarkets, entering the market [5] - The craft beer market in China is projected to reach a consumption volume of 230,000 kiloliters by 2025, with a compound annual growth rate of 17% and a market size potentially reaching 130 billion yuan [6] - Despite the growth potential, the craft beer industry is becoming increasingly competitive, leading to lower profit margins and a crowded market landscape [7]

Core Viewpoint - The leisure food industry is accelerating its transformation towards health and functionality, with the leading red date company, Haoxiangni, implementing a product and customer-centric development strategy to address market challenges and drive sustainable growth [1][2]. Group 1: Business Strategy - Haoxiangni is enhancing operational performance through both "increasing revenue" and "cost-saving" measures, focusing on consolidating specialty stores and e-commerce advantages while expanding into high-potential new channels like Sam's Club [1]. - The company plans to deepen joint marketing and data sharing with leading channels to improve terminal sales efficiency [1]. - Cost-saving initiatives include precise raw material procurement, centralized bidding, and refined production management, leading to improved production efficiency [1]. Group 2: Product Innovation - Functional innovation is a key investment direction, with increased R&D efforts resulting in the launch of low GI "Black Gold Dates" and red date eight-treasure tea [2]. - Freeze-drying technology is widely applied in products like red date and tremella soup, quickly capturing market share due to convenience and nutritional retention [2]. - Product designs are closely aligned with modern lifestyle scenarios, such as ready-to-drink red date astragalus water and portable star product "Red Small Pie" date kernel pie, facilitating the transition of red dates from traditional health supplements to everyday health companions [2]. Group 3: Supply Chain Optimization - Haoxiangni implements a "three guarantees, one reduction, one innovation" strategy (guaranteeing quality, supply, safety, reducing costs, and innovating models) to enhance efficiency across the entire supply chain [2]. - The procurement side focuses on refined classification to lower costs, while the production side introduces smart equipment to increase per capita output [2]. - Digital construction is integrated throughout the business process, enabling real-time sales data monitoring and dynamic production planning adjustments, improving inventory turnover rates [2]. Group 4: Brand Building and Shareholder Returns - The company emphasizes brand building with the core proposition "Oriental Date Gift, Central Plains Affection," enhancing brand cultural connection and emotional resonance through thematic content and award-winning documentaries [2]. - Haoxiangni continues its tradition of high dividends, with a projected dividend yield exceeding 10% in 2024 and cumulative dividends reaching 611 million yuan [2]. Group 5: Future Outlook - Looking ahead, Haoxiangni will continue to promote the "four unwavering principles" and "ten" operational strategies, focusing on multi-dimensional upgrades in products, channels, and supply chains to solidify its advantages across the entire industry chain [3]. - The company aims to establish a foundation for achieving its long-term goals of a 10 billion yuan market value, 10 billion yuan in revenue, and a century-long brand [3].

Core Insights - The leisure food industry is accelerating its transformation towards health and functionality, with the leading red date company, Haoxiangni, implementing a product and customer-centric development strategy to address market challenges and drive sustainable growth [1][2]. Group 1: Business Strategy - Haoxiangni is enhancing operational performance through both "increasing revenue" and "cost-saving" measures, consolidating its advantages in specialty stores and e-commerce channels while expanding into high-potential new channels like Sam's Club [1]. - The company plans to deepen joint marketing and data sharing with leading channels to improve terminal sales efficiency [1]. - Cost-saving initiatives include precise procurement of raw materials, centralized bidding, and refined production management, leading to improved production efficiency [1]. Group 2: Product Innovation - Functional innovation is a key investment focus, with increased R&D efforts resulting in the launch of low GI "Black Gold Dates" and red date eight-treasure tea, among other innovative products [2]. - The application of freeze-drying technology in products like red date and tremella soup has quickly captured market share due to its convenience and nutritional retention [2]. - Product designs are closely aligned with modern lifestyle scenarios, such as ready-to-drink red date astragalus water and portable star product "Red Small Pie" date kernel pie, facilitating the transition of red dates from traditional health supplements to everyday health companions [2]. Group 3: Supply Chain and Efficiency - Supply chain optimization is crucial for the implementation of the company's strategy, with a "three guarantees and one reduction and one innovation" approach (ensuring quality, supply, safety, reducing costs, and innovating models) to enhance efficiency across the entire chain [2]. - The procurement side focuses on refined categorization to lower costs, while the production side introduces smart equipment to increase per capita output [2]. - Digital construction is integrated throughout all business processes, enabling real-time sales data monitoring and dynamic production planning adjustments, which improve inventory turnover rates [2]. Group 4: Brand and Shareholder Returns - Haoxiangni emphasizes brand building with the core proposition of "Oriental Date Gift, Central Plains Affection," enhancing brand cultural connections through thematic content and award-winning documentaries [2]. - The company continues its tradition of high dividends, with a projected dividend yield exceeding 10% in 2024 and cumulative dividends reaching 611 million yuan [2]. - Future plans include a greater focus on investor returns while ensuring stable operations [2]. Group 5: Future Outlook - Looking ahead, Haoxiangni will persist in its "four unwavering principles" and "ten" operational strategies, continuously upgrading products, channels, and supply chains to solidify its advantages across the entire industry chain [3]. - The company aims to achieve a long-term goal of a market value of 10 billion yuan, 10 billion yuan in revenue, and a century-long brand [3].

Market Overview - The leisure food sector increased by 0.14% on August 4, with Youyou Food leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Key Performers - Youyou Food (603697) closed at 12.68, up 4.11% with a trading volume of 163,700 shares and a transaction value of 207 million yuan [1] - Ximai Food (002956) closed at 20.67, up 2.53% with a trading volume of 43,600 shares and a transaction value of 89.14 million yuan [1] - Wancheng Group (300972) closed at 146.02, up 0.95% with a trading volume of 18,000 shares and a transaction value of 262 million yuan [1] Decliners - Huangshanghuang (002695) saw a significant decline of 5.65%, closing at 13.18 with a trading volume of 287,400 shares and a transaction value of 376 million yuan [2] - Nanchao Food (605339) decreased by 0.84%, closing at 17.77 with a trading volume of 23,600 shares and a transaction value of 42.01 million yuan [2] - Zhizhi Food (002557) fell by 0.43%, closing at 23.03 with a trading volume of 47,400 shares and a transaction value of 109 million yuan [2] Capital Flow - The leisure food sector experienced a net outflow of 3.81 million yuan from institutional investors, while retail investors saw a net inflow of 1.02 million yuan [2][3] - Youyou Food had a net inflow of 6.32 million yuan from institutional investors, but a net outflow of 12.60 million yuan from retail investors [3] - Ximai Food had a net inflow of 885,510 yuan from institutional investors, but a net outflow of 1.07 million yuan from retail investors [3]

Investment Rating - The report maintains an "Increase" rating for the food and beverage industry, indicating a positive outlook for the sector [5]. Core Insights - The implementation of the childcare subsidy policy is expected to stimulate growth in the food and beverage sector, particularly benefiting the infant formula and dairy product markets [4]. - The report highlights three main investment themes in the liquor segment: strong leading brands, sustained regional advantages, and recovery-driven elastic stocks [1][2]. - In the beer and beverage segment, Budweiser faces sales pressure but is seeing price recovery, while the sugary tea category is gaining market share during peak seasons [3]. Summary by Sections Liquor Industry - Leading brands such as Moutai, Wuliangye, and Luzhou Laojiao dominate the global rankings, with Moutai valued at $58.4 billion, maintaining its position as the most valuable liquor brand globally [2]. - The liquor sector is transitioning from scale growth to high-quality development, with a focus on brand strength and market positioning [2]. Beer and Beverage Sector - Budweiser's Q2 2025 results show a revenue decline of 3.9% and a profit drop of 31.1%, with a notable 6.2% decrease in sales volume [3]. - The sugary tea segment is experiencing a resurgence, with brands like Kang Shifu and Uni-President maintaining leading positions, and sales of Yuanqi Forest's iced tea growing by 53.9% year-on-year [3]. Food Sector - The national childcare subsidy program, effective from January 1, 2025, is projected to enhance birth rates and subsequently increase demand for dairy products [4]. - New product launches by companies like Qiaqia and Ximai are aimed at expanding market presence and tapping into health-oriented consumer trends [4][7].