[Supplementary Announcement on Performance Forecast](index=1&type=section&id=Supplementary%20Announcement%20on%20Performance%20Forecast) [Core Content of the Announcement](index=1&type=section&id=Core%20Content%20of%20the%20Announcement) The company issued a supplementary announcement on July 16, 2025, correcting a unit error in its 2025 semi-annual performance forecast, clarifying the net loss unit as 'million yuan' - The company issued a supplementary announcement to correct a unit error in its 2025 semi-annual performance forecast, clarifying the net loss attributable to shareholders from 'yuan' to 'million yuan'[1](index=1&type=chunk)[2](index=2&type=chunk) [2025 Semi-Annual Performance Forecast (Updated)](index=2&type=section&id=2025%20Semi-Annual%20Performance%20Forecast%20%28Updated%29) [Current Period Performance Forecast](index=2&type=section&id=Current%20Period%20Performance%20Forecast) The company forecasts a net loss attributable to shareholders of **CNY 15 million to CNY 25 million** for H1 2025, a significant narrowing from the prior year, with non-recurring item adjusted net profit expected to turn profitable Key Financial Performance Indicators | Item | Current Period (2025H1) | Prior Year (2024H1) | YoY Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 15.00 - 25.00 million yuan | Loss: 36.23 million yuan | Growth: 31.01% - 58.60% | | **Net Profit Excluding Non-Recurring Items** | Profit: 14.00 - 21.00 million yuan | Loss: 36.31 million yuan | Growth: 138.56% - 157.84% | | **Basic Earnings Per Share** | Loss: 0.03 - 0.06 yuan/share | Loss: 0.09 yuan/share | - | - The company expects a loss for H1 2025, but the magnitude of the loss is significantly narrowed compared to the prior year[9](index=9&type=chunk) [Communication with Accounting Firm](index=2&type=section&id=Communication%20with%20Accounting%20Firm) The company states that the financial data in this performance forecast is based on preliminary internal calculations and has not been audited by an accounting firm - The financial data in this performance forecast has not been audited by a certified public accountant[9](index=9&type=chunk) [Explanation of Performance Changes](index=2&type=section&id=Explanation%20of%20Performance%20Changes) Performance improvement is primarily attributed to the company's 'revenue generation' and 'cost reduction' strategies, including product structure optimization, channel expansion, refined cost control, and reduced operating expenses - Revenue generation measures include focusing on core categories, optimizing product list management, and consolidating and exploring new channels to improve revenue structure[10](index=10&type=chunk) - Cost reduction measures involve targeted raw material procurement, centralized bidding, and refined production management to control costs, alongside enhanced expense management leading to year-over-year decreases in selling and administrative expenses[10](index=10&type=chunk) - Other financial impacts include increased wealth management income, decreased investment income due to changes in accounting methods for associate companies, and a year-over-year reduction in non-recurring gains and losses by approximately **CNY 37 million**[10](index=10&type=chunk) [Other Relevant Information](index=2&type=section&id=Other%20Relevant%20Information) The company advises investors that this performance forecast is a preliminary financial estimate, with final accurate data to be disclosed in the 2025 semi-annual report, urging caution regarding investment risks - This performance forecast represents preliminary calculations, and the final data will be subject to the company's officially disclosed 2025 semi-annual report[12](index=12&type=chunk)

Group 1 - The company expects a net loss attributable to shareholders in the range of 15 million to 25 million yuan, compared to a loss of 36.23 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is projected to be between 14 million and 21 million yuan, representing a year-on-year growth of 138.56% to 157.84% [1] - Basic earnings per share are expected to be a loss of 0.03 to 0.06 yuan per share, compared to a loss of 0.09 yuan per share in the previous year [1] Group 2 - The company has implemented various operational strategies focusing on brand building, technological innovation, product structure optimization, and market expansion [1] - Cost control measures include targeted procurement of raw materials, centralized bidding, and refined production management, leading to a reduction in sales and management expenses [1] - Financial management improvements have resulted in an increase in investment income, although there was a decrease in investment income due to changes in accounting methods for equity investments [1]

[Expected Performance for the Current Period](index=1&type=section&id=I.%20Expected%20Performance%20for%20the%20Current%20Period) The company expects a net loss attributable to shareholders for the first half of 2025, but with a significant reduction in loss compared to the prior year, and anticipates a turnaround to profit after deducting non-recurring gains and losses, indicating improved core business profitability Key Financial Performance Indicators | Item | Current Period | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of the Listed Company** | Loss: RMB 15.00 million - RMB 25.00 million | Loss: RMB 36.2347 million | | | Year-on-year Growth: 31.01% - 58.60% | | | **Net Profit After Deducting Non-recurring Gains and Losses** | Profit: RMB 14.00 million - RMB 21.00 million | Loss: RMB 36.3080 million | | | Year-on-year Growth: 138.56% - 157.84% | | | **Basic Earnings Per Share** | Loss: RMB 0.03/share - RMB 0.06/share | Loss: RMB 0.09/share | - The performance forecast indicates the company expects to continue incurring losses in the first half of 2025[4](index=4&type=chunk) [Communication with Accounting Firms](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firms) The company explicitly states that the financial data in this performance forecast has not been audited by an accounting firm - The financial data in this performance forecast has not been audited by an accounting firm[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) Performance improvement is primarily attributed to the company's strategic initiatives in both revenue generation and cost control, including product optimization, channel expansion, targeted procurement, and refined management, alongside increased wealth management income and a significant reduction in non-recurring gains and losses, despite a decrease in investment income due to accounting method changes - Revenue generation measures include focusing on core categories, optimizing product portfolios, and consolidating and exploring new sales channels to promote growth[5](index=5&type=chunk) - Cost-saving measures involve controlling costs through targeted raw material procurement, centralized bidding, and refined production management, while also strengthening expense management, leading to a year-on-year decrease in sales and administrative expenses and improved operational efficiency[5](index=5&type=chunk) - Other financial impacts include a year-on-year increase in wealth management income, a decrease in investment income due to changes in accounting methods for associate investments, and a significant year-on-year reduction in non-recurring gains and losses by approximately **RMB 37.00 million**, which is a key factor in net profit improvement[5](index=5&type=chunk) [Other Relevant Information](index=1&type=section&id=IV.%20Other%20Relevant%20Information) The company reminds investors that this performance forecast is a preliminary calculation by the finance department, and the final accurate data will be subject to the officially disclosed 2025 semi-annual report, advising investors to be aware of related investment risks - This performance forecast is a preliminary calculation by the company's finance department, and the final data will be subject to the 2025 semi-annual report[7](index=7&type=chunk) - The company reminds investors to be aware of investment risks[7](index=7&type=chunk)

好想你（002582）公告，预计2025年上半年净利润亏损1500元-2500万元，扣非净利润盈利1400万 元-2100万元。 ...

Group 1 - The 2025 Xinzheng Food Consumption Season was launched to promote consumption and enhance the night economy [1][2] - The event took place at Xuanyuan Lake, a significant landmark in Xinzheng, featuring various stalls and activities to attract visitors [1] - Local beer brands, including Jinxing and Xuehua, are prominent at the event, highlighting Xinzheng's status as the largest beer production base in the province [1] Group 2 - The event includes free stalls for citizens to sell handmade products, second-hand goods, and agricultural products, encouraging community participation [2] - Xinzheng aims to activate the consumer market, enhance urban appeal, and increase nighttime consumption's contribution to economic growth [2]

Core Viewpoint - The article highlights the significant contributions of nine prominent figures from Henan in various sectors of the food industry, showcasing their innovative spirit and resilience in building successful brands that have become integral to China's food landscape [4][37]. Group 1: Seasoning Industry - Wang Shouyi transformed a family seasoning recipe into a national brand, "Wang Shouyi Thirteen Spices," achieving annual sales of 5 billion with a registered capital of 80 million by 2003 [6][8]. - The brand emphasizes quality control, sourcing specific ingredients from designated regions, ensuring high standards [7][9]. Group 2: Instant Food Industry - Yao Zhongliang revitalized the struggling Bai Xiang brand, turning it into a leading player in the instant food market by recruiting skilled talent and aggressively marketing the product [10][12]. - Bai Xiang has become a significant competitor in the instant food sector, contributing to Henan's food industry reputation [13]. Group 3: Beverage Industry - Zhang Hongchao founded "Mixue Ice City," which quickly gained popularity for its affordable and delicious beverages, expanding through a strict franchise model [14][16]. - The brand has successfully entered international markets, with notable sales performance in its first overseas store [16]. Group 4: Alcohol Industry - Zhang Tieshan established Jin Xing Beer, focusing on quality and differentiation in a market dominated by foreign brands, achieving a 65% market share in Henan [20][21]. - The brand has expanded nationally and is recognized for its quality and competitive pricing [20]. Group 5: Snack Industry - Shi Jubin founded "Haoxiangni," leading the red date industry with innovative products and a focus on quality sourcing, achieving over 30% market share [22][24]. - The brand promotes red date culture and has successfully penetrated international markets [24]. Group 6: Candy Industry - Zhao Qisan launched Jin Si Hou candy, which became popular with its milk candy, achieving sales exceeding 2 billion in 2008 [25][27]. - The brand has expanded its operations and continues to innovate with new products [27]. Group 7: Frozen Food Industry - Chen Zemin founded Sanquan Foods, pioneering the frozen food category in China with innovative products like frozen dumplings and tangyuan [28][30]. - The company has grown to become a leader in the frozen food sector, significantly impacting the industry [31]. Group 8: Ice Cream Industry - Zhang Zhenqing established Tianbing, focusing on affordable and high-quality ice cream, gaining a substantial market share in the cold drink sector [32][34]. - The brand emphasizes product innovation and consumer accessibility [34]. Group 9: Meat Industry - Wan Long led Shuanghui through a significant transformation, achieving over 180 billion in annual revenue and a 25% market share in the meat industry [36]. - The company has expanded globally, becoming a major player in the meat processing sector [36].

Company and Industry Summary Company Overview - The company is focused on the health food sector, particularly leveraging red dates as a core product for development and exploring other food categories such as noodles, porridge, nuts, and coffee [3][33]. Financial Performance - The company expects its revenue for the first half of 2025 to remain flat compared to the same period last year, but profits are anticipated to continue the positive trend seen in Q1, primarily due to cost reductions and effective expense management [2][4]. - Profit margins by channel are ranked as follows: specialty stores > provincial supermarkets (e.g., Sam's Club) > snack wholesale ≈ e-commerce > bulk commodities [2][7]. - The company aims to achieve profitability in 2025 after experiencing losses in previous years, with a specific target to turn around a loss of over 70 million yuan in 2024 [27][26]. Sales Channels and Strategies - The Sam's Club channel has shown significant growth, with the monthly sales of the black gold date product reaching approximately 15 million yuan, and potential to double if fully distributed across channels [2][9]. - The company has adjusted its procurement strategy to reduce risks by shifting from bulk annual purchases to smaller, more frequent orders [18][19]. - The company is implementing strict expense controls, particularly in e-commerce, to ensure profitability despite potential revenue stagnation [24][17]. Product Development and Innovation - New product launches are planned, including a DHA algae oil product expected to generate 20 million yuan in monthly sales once fully rolled out [12][13]. - The company is also preparing to introduce 2-3 new products, including a red date and cheese combination, around the Mid-Autumn Festival [10][14]. - The company continues to focus on red dates as a primary product while exploring other categories to utilize excess production capacity [33]. Market Dynamics - Adjustments in provincial supermarkets like Yonghui and Tianhong have positively impacted sales, allowing for direct procurement of standardized products without repackaging [8]. - The company anticipates stable performance in the snack wholesale channel, with limited growth expected [4]. Cost Management and Profitability - The company has identified three main factors contributing to profit growth: cost reductions, strict expense management, and the introduction of a product list aimed at generating revenue without incurring losses [17]. - The overall cost structure is expected to remain favorable, with significant cost benefits anticipated in the second quarter and beyond [22][20]. Future Outlook - The company is targeting double-digit revenue growth for 2025, although achieving this may be challenging given current market conditions [28][27]. - The strategic focus for 2025 is on profitability, with a clear plan to improve profit margins and manage expenses effectively [26][24]. Additional Considerations - The company has a dedicated strategic investment team to manage its investment activities, which may influence future financial performance [35]. - The company is committed to maintaining a reasonable dividend policy, aiming for a 10% annualized dividend yield while ensuring stability [37].

Core Viewpoint - The company "Hao Xiang Ni" has achieved international leading levels in two technological innovations related to traditional food, focusing on upgrading the functionality of traditional foods and aligning with national health strategies [1][2]. Group 1: Technological Innovations - The "Red Date Blackening Processing Technology" retains the nutritional components of red dates while allowing for innovative transformation, significantly enhancing product value [2]. - The "Food-Medicine Homologous Freeze-Dried Instant Powder Technology" integrates food science with traditional Chinese medicine, overcoming processing challenges and establishing a standardized production system [2]. - Both technologies have been recognized by an expert panel as reaching international leading standards, with significant economic and social benefits and great future development potential [2]. Group 2: Strategic Focus - The company positions itself as a leader in the red date industry, emphasizing technological innovation as a core driving force [2]. - A comprehensive innovation ecosystem has been established, encompassing basic research, technological breakthroughs, and the transformation of results, creating a complete industrial chain from cultivation to consumption [2]. - The company plans to increase research investment and accelerate the transformation of technological achievements to enhance its market competitiveness [3].

A股休闲食品板块盘初调整，有友食品跌停，好想你、一致魔芋、三只松鼠、盐津铺子、甘源食品、立 高食品等跟跌。 ...

Group 1 - Zhang Jianjun is currently an independent director of the company, with a term starting from December 2024 [1] - Zhang Jianjun also serves as an independent director for Pop Mart International Group Limited [1] - The company participated in an investment in Shenzhen Longzhu Equity Investment Fund Partnership (Limited Partnership) in July 2021 [1]