Core Viewpoint - The company emphasizes the importance of market value management and acknowledges that recent stock price fluctuations are influenced by multiple complex factors including macroeconomic conditions, industry trends, and market sentiment [1] Group 1: Company Strategy - The company maintains a commitment to high quality, high value, and excellent service as part of its operational philosophy to reward consumers [1] - The company urges investors to view market fluctuations rationally and focuses on enhancing intrinsic value [1] Group 2: Future Outlook - The company plans to continue delivering solid performance to reward investors in the future [1]

Core Viewpoint - The company, Haoxiangni, emphasizes its core strategy of focusing on "red dates + health-preserving fresh food" as its main business, aiming to enhance intrinsic value through product innovation and channel development [1] Group 1 - The company is committed to focusing on its main business development [1] - The company aims to improve its independent operating capabilities [1] - The company is dedicated to enhancing long-term returns for shareholders [1]

Core Insights - The company, Haoxiangni (002582), announced that its flagship store located on Huanghe Road in Zhengzhou achieved over 1 million sales in its first week of operation, marking a significant milestone for the store [1] Company Performance - The flagship store's sales performance indicates strong market demand and effective business strategy, as it reached the milestone of 1 million in sales faster than any other single store [1]

Group 1 - The core viewpoint of the article indicates that the company identifies its peak sales seasons as the first, third, and fourth quarters of the year [1]

Core Viewpoint - The stock price of Haoxiangni has shown fluctuations, with a year-to-date increase of 14.48% but a recent decline in the last five trading days by 5.88% [2] Group 1: Stock Performance - On February 9, Haoxiangni's stock rose by 2.26%, reaching 12.65 CNY per share, with a trading volume of 113 million CNY and a turnover rate of 2.62%, resulting in a total market capitalization of 5.664 billion CNY [1] - Year-to-date, Haoxiangni's stock has increased by 14.48%, while it has decreased by 5.88% in the last five trading days and by 1.63% over the past 20 days [2] - The stock has been on the "Dragon and Tiger List" twice this year, with the most recent instance on January 28, where it recorded a net buy of -84.664 million CNY [2] Group 2: Company Overview - Haoxiangni Health Food Co., Ltd. was established on September 24, 1997, and went public on May 20, 2011. The company specializes in the production, processing, and sales of jujube-related products and nut snacks [2] - The revenue composition of Haoxiangni includes 72.66% from jujube products, 16.54% from other categories, 3.79% from health preservation products, 3.75% from non-food sectors, and 3.27% from miscellaneous [2] - As of September 30, the number of shareholders for Haoxiangni was 46,300, a decrease of 20.94% from the previous period, with an average of 7,432 circulating shares per person, an increase of 26.49% [2] Group 3: Financial Performance - For the period from January to September 2025, Haoxiangni reported a revenue of 1.062 billion CNY, a year-on-year decrease of 9.77%, while the net profit attributable to shareholders was -4.7088 million CNY, an increase of 92.24% year-on-year [2] - Since its A-share listing, Haoxiangni has distributed a total of 1.638 billion CNY in dividends, with 921 million CNY distributed over the last three years [3] Group 4: Institutional Holdings - As of September 30, 2025, the second-largest circulating shareholder of Haoxiangni is the Xingquan Commercial Model Mixed Fund (LOF) A, holding 22.3161 million shares, unchanged from the previous period [3] - The third-largest shareholder, Xingquan New Vision Regular Open Mixed Fund, increased its holdings by 188,400 shares to 17.7729 million shares [3] - New institutional shareholders include the招商优势企业混合A, which holds 6 million shares, and 东方红产业升级混合, which holds 2.8343 million shares [3]

瑞达期货研究院 「2026.02.06」 红枣市场周报 研究员：王翠冰 期货从业资格号F03139616 期货投资咨询从业证Z0021556 取 更 多 资 讯 业务咨询 添加客服 关 注 我 们 获 目录 本周红枣期货价格走势 图1、郑枣主力合约价格走势 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场及期股关联 「 周度要点小结」 3 行情回顾：本周郑枣主力合约价格下跌，周度跌幅约2.85%。 行情展望：年前整体走货节奏尚可，临近年关备货收尾阶段。据 Mysteel 农产品 调研数据统计，截至2026年2月5日红枣本周36家样本点物理库存在11888吨， 较上周减少1255吨，环比减少9.55%，同比增加12.84%，样本点库存环比下降。 从多数样本客户的反馈及市场实际情况来看，年前整体走货情况与去年同期相 比差异不大。受春节假期影响，目前远途物流已基本停运，但省内物流仍可正 常发运。由于25产季的收购结构较为分散，且行业对年后新季行情普遍持谨慎 预期。长假临近，注意风险控制。 未来交易提示： 1、现货价格2、消费端 「 期现市场情况」 来源：郑商所 瑞达期货研究院 本周郑枣2605合约价格下跌 ...

Group 1 - The company announced a 2025 employee stock ownership plan funded by repurchased shares [1] - In 2024, the company repurchased a total of 15.6664 million shares, accounting for 3.46% of the total share capital, with a transaction amount of 86.1699 million yuan [1] - As of the announcement date, the actual subscription funds for the employee stock ownership plan have been fully paid, with 44.0688 million shares subscribed [1] Group 2 - On February 5, 2026, 9.1429 million shares will be transferred to the plan account through non-trading transfer, representing 2.04% of the total share capital [1] - After the transfer, the remaining shares in the repurchase account will be 6.5235 million shares [1] - The plan holders include two senior executives, indicating a related relationship with the plan [1]

证券代码：002582 证券简称：好想你 公告编号：2026-005 好想你健康食品股份有限公司 关于 2025 年员工持股计划完成非交易过户的公告 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。 好想你健康食品股份有限公司（以下简称 "公司"）分别于 2025 年 10 月 28 日召开第六届董事会第五次会议，2025 年 11 月 13 日召开 2025 年第三次临时 股东大会，审议通过了《关于<2025 年员工持股计划（草案）>及其摘要的议案》 《关于<2025 年员工持股计划管理办法>的议案》《关于提请股东大会授权董事会 办理公司 2025 年员工持股计划相关事宜的议案》等议案，同意公司实施 2025 年员工持股计划（以下简称"本员工持股计划"）。具体内容详见巨潮资讯网 （http://www.cninfo.com.cn）。 本次员工持股计划股票来源为公司回购专用证券账户持有的公司 A 股普通 股股票。 2024 年 2 月 5 日，公司召开第五届董事会第十七次会议，审议通过了《关 于回购公司股份方案的议案》。2024 年 2 月 6 日，公司披露了《 ...

Core Viewpoint - The company "好想你" has made significant investments in "鸣鸣很忙," a leading snack brand, which has positively impacted its financial outlook, although its core business in red dates remains under pressure due to market challenges. Group 1: Investment and Financial Performance - "好想你" invested 700 million yuan in "鸣鸣很忙" in 2023, benefiting from the latter's successful IPO and significant market valuation [2][7] - The company expects to achieve a net profit of 750 million to 950 million yuan by 2025, marking a turnaround from previous losses, although it anticipates a non-recurring net loss of 50 million to 80 million yuan [3][7] - The investment in "鸣鸣很忙" has resulted in a floating profit exceeding 4 billion HKD, with "好想你" holding a 5.8355% stake post-IPO [7] Group 2: Core Business Challenges - "好想你" has faced declining performance in its core red date business, with revenues showing marginal growth and a decrease in gross margin from 29.34% to 26.02% between 2020 and 2024 [12][16] - The company has struggled to maintain its market position as red date snacks have become less favored among consumers, leading to a decline in sales and market relevance [4][12] - Despite efforts to innovate and diversify product offerings, including the introduction of new health-oriented products, market response has been underwhelming, indicating challenges in capturing consumer interest [15][16] Group 3: Strategic Developments - The company has been transitioning from a traditional red date snack producer to a more diversified investment entity, leveraging its expertise in the snack industry to explore new opportunities [6][12] - "好想你" has developed new products aimed at urban consumers, such as the "红小派" series, which achieved sales exceeding 200 million yuan in its first year [15] - The company is also focusing on upgrading its retail presence, exemplified by the transformation of a store in Zhengzhou into a flagship location, aiming to enhance brand visibility and consumer engagement [16]

Core Viewpoint - The company emphasizes its commitment to treating all investors fairly and respectfully, acknowledging that stock price fluctuations are influenced by multiple market factors [1] Group 1 - The company reassures investors that it values every shareholder's rights [1] - The company requests investors to view market fluctuations rationally [1] - The company focuses on enhancing its intrinsic value and aims to provide solid performance to reward investors in the future [1]