Core Viewpoint - The company "好想你" expresses gratitude towards its investors and emphasizes its commitment to delivering better performance in the future, reflecting on its listing date as a significant milestone in its relationship with consumers and investors [2]. Company Information - "好想你" was listed on May 20, 2011, with the specific listing date arranged by relevant institutions [2]. - The name "好想你" embodies the company's sincere feelings towards its consumers, highlighting the emotional connection it aims to maintain [2]. Future Outlook - The company is committed to continuing its efforts to reward the long-term support of its investors with improved performance [2].

（编辑 楚丽君） 证券日报网讯 2月5日，好想你在互动平台回答投资者提问时表示，公司管理层将会结合公司实际经营 情况、财务状况及未来发展规划的基础上，对建议进行审慎研究与综合评估。后续如有相关计划，公司 将严格按照法律法规及交易所规则的要求，及时履行信息披露义务。 ...

2月4日，好想你（002582）在投资者互动平台上表示，30年的产业援疆，为好想你和新疆带来了显著的 经济与社会效益。经济效益上，公司累计投资超4.8亿元在新疆建厂，并采购当地红枣等农副产品价值 超过60亿元，直接带动南疆红枣种植规模从不足万亩扩展到600余万亩，有效提升了当地农户的收入。 社会效益上，公司累计培训新疆枣农超过15万人次。 ...

证券日报网讯 2月4日，好想你（002582）在互动平台回答投资者提问时表示，自2023年提出建言以 来，公司围绕"大健康"生态圈战略，开展了一系列扎实工作并取得多项成果。在产品创新与科研合作 上：公司持续深化"红枣+药食同源"战略，依托冻干锁鲜、红枣黑化等核心技术，推出了红小派、黑金 枣、红枣八宝茶、清菲菲银耳小冻羹等众多新品，随着年货节销售旺季的到来，这些产品获得了良好的 市场反馈与消费者认可。同时，公司积极与河南中医药大学、中国农业大学等高校开展科研攻关，相关 项目获得了省级科技进步一等奖，公司于2025年3月通过了国际权威的BRCGS食品安全认证。在产业链 协同与渠道拓展上：公司致力于一二三产融合发展，通过产业援疆带动就业与种植，并打造了从种植到 文旅的完整产业链。渠道方面，公司全面推进全渠道战略，成功进驻山姆、永辉、胖东来等高势能渠 道，并积极拓展线上电商与新兴特渠。在企业社会责任与品牌提升上：公司的实践获得了国家级认可， 于2024年荣获"全国民族团结进步模范集体"称号，并入选上市公司乡村振兴优秀实践案例。品牌价值持 续提升，连续多年入选《中国500最具价值品牌》。这些工作共同构成了公司打造"大健 ...

证券日报网讯 2月4日，好想你（002582）在互动平台回答投资者提问时表示，公司已设立战略投资中 心，其工作始终围绕主业发展与产业链协同展开。未来将继续强化专业研判能力，为股东创造持续价 值。 ...

证券日报网讯2月4日，好想你（002582）在互动平台回答投资者提问时表示，30年的产业援疆，为好想 你和新疆带来了显著的经济与社会效益。经济效益上，公司累计投资超4.8亿元在新疆建厂，并采购当 地红枣等农副产品价值超过60亿元，直接带动南疆红枣种植规模从不足万亩扩展到600余万亩，有效提 升了当地农户的收入。社会效益上，公司累计培训新疆枣农超过15万人次，并因促进区域发展、民族团 结的突出贡献，于2024年荣获了"全国民族团结进步模范集体"国家级荣誉。 ...

Core Viewpoint - The leisure food sector experienced a 2.4% increase on February 4, with Wancheng Group leading the gains, while the overall market indices also showed positive movement [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4102.2, up 0.85% [1]. - The Shenzhen Component Index closed at 14156.27, up 0.21% [1]. Group 2: Individual Stock Performance - Wancheng Group (300972) closed at 209.30, with a rise of 7.33% and a trading volume of 36,300 lots, amounting to 739 million yuan [1]. - Guangzhou Restaurant (603043) closed at 18.15, up 2.83% with a trading volume of 58,500 lots, totaling 10.5 million yuan [1]. - Yanjin Puhui (002847) closed at 69.95, increasing by 2.70% with a trading volume of 49,400 lots, amounting to 344 million yuan [1]. - Other notable stocks include Ximai Food (002956) at 28.12 (+2.18%), Ligao Food (300973) at 44.20 (+2.10%), and Youyou Food (603697) at 13.78 (+2.07%) [1]. Group 3: Capital Flow Analysis - The leisure food sector saw a net outflow of 46.24 million yuan from institutional investors, while retail investors contributed a net inflow of 29.96 million yuan [2]. - Notable individual stock capital flows include Youyou Food with a net outflow of 36.51 million yuan from institutional investors and a net inflow of 3.84 million yuan from retail investors [3]. - Salted Food (002847) experienced a net inflow of 10.05 million yuan from institutional investors, while retail investors had a slight outflow [3].

Group 1: Canned Food Industry - The State Administration for Market Regulation has released draft recommendations for national standards for canned food to enhance industry standards and applicability [3] - The canned food industry in China is diverse but lacks innovation, particularly in attracting younger consumers, with Fujian province accounting for 36% of national production [3][4] - The industry is upgrading through the development of self-heating foods, high-end products like bird's nest canned food, and customized dining products [3][4] Group 2: New Beverage Trends - The sugar water shop has become a new franchise trend, with brands like Mai Ji Milk and Zhao Ji Chuan Cheng rapidly expanding, but facing challenges such as high costs and low-frequency consumption [5] - The Chinese herbal health water market is experiencing a sales surge due to hot weather, with products like red bean and coix seed water gaining popularity, potentially exceeding a market size of 10 billion yuan [6] - The beverage market is accelerating its health trend, with low-sugar and no-sugar products becoming standard, while traditional giants face declining sales [7] Group 3: Functional and Innovative Products - Vitamin drinks are gaining popularity among young consumers for their health benefits, with sales of Nongfu Spring's water-soluble C100 increasing by 34% year-on-year [9] - The rise of banana-flavored drinks from major brands reflects a growing market potential, leveraging high national recognition and health trends [10] - The global nutrition and health industry is set for a peak in raw material innovation and technological iteration by 2025, with a focus on standardized and stable ingredients [11] Group 4: Market Dynamics and Brand Strategies - The "medicinal food" trend is becoming a significant market, with a projected scale of 370 billion yuan, driven by policy support and technological advancements [12] - The rise of Chinese herbal health water reflects a shift in consumer behavior towards health-conscious products, but the industry faces challenges like exaggerated claims and quality control [14] - The dairy industry is shifting focus from consumer markets to B2B markets, driven by the growth of new consumption formats like tea and coffee [15] Group 5: Brand Developments and Challenges - The beverage brand Commune is preparing for an IPO, aiming to expand its presence while facing challenges like declining same-store sales and rising costs [24] - The acquisition of the beverage brand Dayao by KKR marks a shift towards capitalizing on efficiency over emotional branding, as the brand faces challenges in national expansion [25] - Dongpeng's coffee brand has achieved a market share of 14%, positioning itself among the top three in the ready-to-drink coffee market through a focus on quality and targeted marketing [26]

证券日报网讯 2月3日，好想你在互动平台回答投资者提问时表示，公司已于2023年3月25日披露《好想 你健康食品股份有限公司未来三年（2023-2025年）股东回报规划》，明确了在满足现金分红条件、保 证公司正常经营和长远发展的前提下，公司原则上每年进行一次现金分红。 （编辑 楚丽君） ...

Market Overview - The leisure food sector experienced a decline of 0.34% on February 3, with "Good Idea" leading the drop [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - "Maiqu'er" (002719) closed at 9.45, up 3.39% with a trading volume of 163,400 shares and a transaction value of 154 million [1] - "Lihigh Food" (300973) closed at 43.29, up 2.73% with a trading volume of 62,400 shares and a transaction value of 262 million [1] - "Good Idea" (002582) closed at 13.03, down 3.05% with a trading volume of 477,400 shares and a transaction value of 623 million [2] - "Ximai Food" (002956) closed at 27.52, down 2.31% with a trading volume of 33,800 shares and a transaction value of 92 million [2] Capital Flow Analysis - The leisure food sector saw a net outflow of 84.37 million from main funds, while retail investors contributed a net inflow of 79.99 million [2] - "Youyou Food" (603697) had a main fund net inflow of 21.20 million, while retail investors had a net outflow of 28.12 million [3] - "Wancheng Group" (300972) experienced a main fund net inflow of 13.24 million, with a retail net inflow of 27.37 million [3]