HAOXIANGNI(002582)
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主业萎缩!“红枣大王”002582,上半年继续亏损!7亿投资鸣鸣很忙,竟这样被“拖累”
Zhong Guo Ji Jin Bao· 2025-08-17 01:30
Core Viewpoint - The company "Hao Xiang Ni" continues to face significant challenges, reporting a net loss of 19.84 million yuan in the first half of 2025, with revenue declining by 15.64% to 689 million yuan, following three consecutive years of losses [2][5]. Financial Performance - Hao Xiang Ni's revenue for the first half of 2025 decreased by 15.64% to 689 million yuan, while the net profit loss reached 19.84 million yuan [2]. - The change in accounting method regarding the investment in "Ming Ming Hen Mang" led to a reduction in investment income by 77.31 million yuan, directly impacting the net profit attributable to the parent company [5][4]. Investment and Accounting Changes - The company changed its accounting method for its investment in "Ming Ming Hen Mang" from equity method to fair value measurement, which significantly affected its financial results [5]. - In December 2023, Hao Xiang Ni invested 700 million yuan to acquire a 6.64% stake in "Ming Ming Hen Mang," but later reduced its stake to 6.2881% and withdrew from the board, necessitating the accounting change [5][4]. Business Challenges - The core business of red dates continues to decline, with revenue from red date products dropping by 16.38% to 500 million yuan and health preservation products declining by 26.13% to 25.81 million yuan in the first half of 2025 [8]. - Despite launching innovative products like "Hong Xiao Pai," which generated nearly 200 million yuan in its first year, the overall performance of the red date product line remains weak [8]. New Product Development - The company has recently entered the craft beer market with a new series of products, including red date-flavored beer, but the impact on overall performance is expected to be minimal as production is outsourced [9]. - The introduction of the "Bao Xi Jiu" series is part of the company's strategy to diversify its product offerings based on consumer demand [9]. Market Position - As of August 15, 2025, Hao Xiang Ni's stock price was 9.68 yuan, with a market capitalization exceeding 4.3 billion yuan [10].
主业萎缩!“红枣大王”002582,上半年继续亏损!7亿投资鸣鸣很忙,竟这样被“拖累”
中国基金报· 2025-08-17 01:24
Core Viewpoint - The article discusses the financial struggles of the company "好想你" (Hao Xiang Ni), highlighting a significant decline in revenue and net profit due to changes in accounting methods and ongoing challenges in its core business of red dates [2][3][4]. Financial Performance - In the first half of 2025, the company's revenue decreased by 15.64% to 689 million yuan, with a net loss of 19.84 million yuan [3]. - The change in accounting method for its investment in "鸣鸣很忙" (Ming Ming Hen Mang) led to a reduction in investment income by 77.31 million yuan, directly impacting the net profit attributable to the parent company [8]. Accounting Method Change - The company switched from equity method to fair value measurement for its investment in "鸣鸣很忙," which resulted in a significant impact on its financial statements [7]. - The decision to change accounting methods was influenced by the company's reduced stake in "鸣鸣很忙" and the withdrawal of its board member position [7]. Core Business Challenges - The core business of red dates continues to face challenges, with revenue from red date products and health preservation products declining by 16.38% and 26.13%, respectively [11]. - Despite attempts to innovate with new products like "红小派" (Hong Xiao Pai), which generated nearly 200 million yuan in its first year, the overall performance of the red date product line remains weak [12][13]. Market Position and Future Outlook - The company has ventured into new product categories, including a series of craft beers, but these initiatives are not expected to significantly impact overall performance [13]. - The company’s stock price was reported at 9.68 yuan, with a market capitalization exceeding 4.3 billion yuan as of August 15 [14].
好想你:2025年上半年净利润-1983.88万元,同比增长45.25%
Jing Ji Guan Cha Wang· 2025-08-16 04:34
Group 1 - The company, Hao Xiang Ni, reported a revenue of 689 million yuan for the first half of 2025, representing a year-on-year decrease of 15.64% [1] - The net profit for the company was -19.84 million yuan, which is a year-on-year increase of 45.25% [1] - The basic earnings per share (EPS) was -0.0440 yuan, and the weighted average return on equity (ROE) was -0.57% [1]
好想你(002582.SZ):2025年中报净利润为-1983.88万元
Xin Lang Cai Jing· 2025-08-16 02:25
Core Viewpoint - The company, 好想你 (002582.SZ), reported a significant decline in revenue and profitability in its 2025 mid-year report, indicating potential challenges in its financial performance. Financial Performance - The latest total revenue is 689 million yuan, a decrease of 128 million yuan compared to the same period last year, representing a year-on-year decline of 15.64% [5] - The net profit attributable to shareholders is -19.84 million yuan, indicating a loss [5] - The latest operating cash flow shows a net inflow of 114 million yuan [5] Profitability Metrics - The latest gross profit margin is 29.50%, down by 4.47 percentage points from the previous quarter [3] - The return on equity (ROE) is -0.64%, reflecting negative profitability [3] Asset Management - The latest asset-liability ratio is 30.54%, an increase of 2.21 percentage points from the previous quarter and 4.60 percentage points from the same period last year [2] - The total asset turnover ratio is 0.15 times, a decrease of 0.01 times year-on-year, down by 3.34% [4] - The inventory turnover ratio is 1.49 times, a decrease of 0.12 times year-on-year, down by 7.41% [4] Shareholder Structure - The number of shareholders is 58,600, with the top ten shareholders holding 200 million shares, accounting for 44.21% of the total share capital [4] - The largest shareholder, 石聚彬, holds 28.61% of the shares [4]
好想你股价微跌0.31% 上半年扣非净利润扭亏为盈
Jin Rong Jie· 2025-08-15 16:52
Core Viewpoint - The company "好想你" has reported a mixed financial performance for the first half of 2025, with a significant improvement in net profit but a decline in revenue [1] Financial Performance - As of August 15, 2025, the stock price of "好想你" is 9.68 yuan, down 0.31% from the previous trading day [1] - The company achieved a net profit of 17.07 million yuan after deducting non-recurring gains and losses, marking a turnaround from losses in the previous year [1] - The net cash flow from operating activities reached 114 million yuan, a year-on-year increase of 272.82% [1] - The total revenue for the first half of 2025 was approximately 689 million yuan, representing a year-on-year decrease of 15.64% [1] - The net loss attributable to shareholders was about 19.84 million yuan [1] Business Operations - The main business of "好想你" is in the food industry, accounting for 92.94% of its operations, focusing on the research, production, and sales of red dates and related health foods [1] - The company has made technological breakthroughs in "black date processing" and "food and medicine dual-use freeze-dried instant powder" in collaboration with a team led by academician Sun Baoguo from the Chinese Academy of Engineering [1] - The company has deepened cooperation with major retailers such as Sam's Club and Pang Donglai, with its black gold date series products becoming popular items in Sam's Club [1] Capital Flow - On August 15, 2025, the net outflow of main funds was 6.53 million yuan, accounting for 0.2% of the circulating market value [1] - Over the past five days, there was a net inflow of main funds amounting to 3.65 million yuan, representing 0.11% of the circulating market value [1]
好想你:2025年上半年净亏损1983.88万元,红枣黄芪水、红枣姜茶等产品对接养生需求
Cai Jing Wang· 2025-08-15 14:47
Core Insights - The company reported a revenue of 689 million yuan for the first half of 2025, representing a year-on-year decline of 15.64% while net loss was 19.84 million yuan, showing an improvement in loss compared to the previous year [1] Business Performance - The company emphasized product innovation, launching the "Black Gold Jujube" series, which includes new products like Black Gold Jujube and Black Gold Jujube Sesame Balls, aimed at creating new market segments through innovative processes [1] - Health-oriented products such as Red Date Astragalus Water and Red Date Ginger Tea have been developed to meet the wellness needs of consumers, particularly targeting office workers [1] Market Strategy - The company achieved significant breakthroughs in both depth and breadth of its multi-channel network, enhancing its offline presence through partnerships with major retailers like Sam's Club, Yonghui Supermarket, and Tianhong Mall [1] - The Black Gold Jujube product has become a popular health supplement in Sam's Club, indicating strong market acceptance [1] - The company is expanding its snack wholesale channels and optimizing its online ecosystem, covering major e-commerce platforms like Douyin, Taobao, and JD, while also venturing into cross-border e-commerce [1] - The strategy focuses on synergizing online and offline efforts to improve channel efficiency and product accessibility [1]
好想你:上半年营收6.89亿降15.64%,净亏1983.88万
Sou Hu Cai Jing· 2025-08-15 14:19
Core Viewpoint - The company reported a revenue of 689 million yuan for the first half of the year, reflecting a year-on-year decline of 15.64%, while the net loss attributable to shareholders narrowed to 19.84 million yuan from a loss of 36.23 million yuan in the same period last year [1]. Summary by Category Financial Performance - Revenue for the first half of the year reached 689 million yuan, down 15.64% year-on-year [1] - Net loss attributable to shareholders was 19.84 million yuan, an improvement from a loss of 36.23 million yuan in the previous year [1]
好想你: 第六届监事会第三次会议决议公告
Zheng Quan Zhi Xing· 2025-08-15 13:20
证券代码:002582 证券简称:好想你 公告编号:2025-041 好想你健康食品股份有限公司 本公司及监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。 一、监事会会议召开情况 好想你健康食品股份有限公司(以下简称"公司")第六届监事会第三次会 议通知于 2025 年 8 月 5 日通过电子邮件方式向各位监事发出。会议于 2025 年 8 月 15 日在好想你总部大楼 118 会议室以现场表决与通讯表决相结合的方式召开。 本次会议由监事会主席张琪女士召集和主持,应出席监事 3 人,实际出席监 事 3 人,其中张琪女士、张卫峰先生通讯表决,公司高级管理人员列席了本次会 议。 本次会议的召集、召开和表决程序均符合《中华人民共和国公司法》等法律、 行政法规以及《好想你健康食品股份有限公司章程》、 《好想你健康食品股份有限 详情请阅同日披露于巨潮资讯网(http://www.cninfo.com.cn)上的《2025 年半 年度报告》及《2025 年半年度报告摘要》。 表决情况:同意 3 票,反对 0 票,弃权 0 票 表决结果:通过 三、备查文件 监事会 《好想你健康食品股 ...
好想你: 第六届董事会第三次会议决议公告
Zheng Quan Zhi Xing· 2025-08-15 13:20
特此公告。 好想你健康食品股份有限公司 董事会 证券代码:002582 证券简称:好想你 公告编号:2025-040 好想你健康食品股份有限公司 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。 一、董事会会议召开情况 好想你健康食品股份有限公司(以下简称"公司")第六届董事会第三次会 议通知于 2025 年 8 月 5 日通过电子邮件等方式向各位董事发出。会议于 2025 年 本次会议由董事长石聚彬先生召集和主持,应出席董事 9 人,实际出席董事 晓芳女士通讯表决,公司监事和非董事高级管理人员列席了本次会议。 本次会议的召集、召开和表决程序均符合《中华人民共和国公司法》等法律、 行政法规以及《好想你健康食品股份有限公司章程》、 《好想你健康食品股份有限 公司董事会议事规则》的有关规定。 二、董事会会议审议情况 经与会董事充分审议,会议通过了以下议案: (一)《<2025 年半年度报告>及其摘要》 详情请阅同日披露于巨潮资讯网(http://www.cninfo.com.cn)上的《2025 年半 年度报告》及《2025 年半年度报告摘要》。 表决情况:同意 9 ...
好想你: 2025年半年度财务报告
Zheng Quan Zhi Xing· 2025-08-15 13:20
Core Viewpoint - The financial report of Haoxiangni Health Food Co., Ltd. for the first half of 2025 indicates a significant decline in both revenue and net profit compared to the same period in 2024, reflecting challenges in the company's operational performance and financial health [1][2][3]. Financial Performance - Total operating revenue for the first half of 2025 was CNY 688,730,956.56, down from CNY 816,408,064.23 in the same period of 2024, representing a decrease of approximately 15.7% [3][4]. - Total operating costs decreased to CNY 697,332,651.41 from CNY 871,932,093.54, a reduction of about 20% [3][4]. - The net profit for the first half of 2025 was a loss of CNY 19,849,927.37, compared to a loss of CNY 37,135,745.40 in the first half of 2024, indicating an improvement in net loss [4][5]. Assets and Liabilities - Total assets at the end of the reporting period were CNY 4,428,129,712.65, down from CNY 4,890,765,768.80 at the beginning of the period [1][2]. - Total liabilities decreased to CNY 1,352,470,728.09 from CNY 1,363,374,295.09, showing a slight reduction in financial obligations [2][3]. - The total equity attributable to shareholders decreased to CNY 3,107,653,649.33 from CNY 3,559,523,361.15, reflecting a decline in shareholder value [2][3]. Cash Flow Analysis - Net cash flow from operating activities was CNY 113,907,688.14, an increase from CNY 30,552,830.78 in the previous year, indicating improved cash generation from core operations [5][6]. - Cash flow from investing activities generated a net inflow of CNY 252,143,983.92, down from CNY 285,603,081.14, suggesting a decrease in investment returns [5][6]. - Cash flow from financing activities resulted in a net outflow of CNY 386,743,204.02, compared to a net outflow of CNY 423,754,585.17 in the previous year, indicating a reduction in financing costs [5][6].