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好想你(002582) - 002582好想你投资者关系管理信息20250425
2025-04-25 01:00
Group 1: Financial Performance - In 2024, the company achieved a total revenue of 1.67 billion CNY, with significant contributions from supermarkets, major clients, exports, and snacks [2] - For Q1 2025, the company reported a revenue of 413 million CNY and a net profit of 39.81 million CNY, marking a year-on-year increase of 216.08% [3] - The company aims for "double growth" in sales revenue and profit, focusing on cost control and revenue enhancement strategies [5] Group 2: Product and Market Strategy - The company is implementing a "ten major operational development strategies," including sustainable development in the red date sector and optimizing product tiers [3] - The product list contributes over 80% of revenue and 90% of profit, with a focus on high-quality red dates and targeted marketing strategies across various channels [5] - New products such as low GI black dates have been well-received in channels like Sam's Club and Yonghui Supermarket [3][4] Group 3: Dividend Policy - For the 2024 fiscal year, the company plans to distribute a cash dividend of 10 CNY per 10 shares, totaling 432 million CNY [6] - The company has consistently returned cash dividends, with a total of 911 million CNY distributed over the last three fiscal years [6] Group 4: Investor Relations - The investor relations activity took place on April 24, 2025, with participation from various financial institutions and analysts [2][8] - The company emphasizes compliance with information disclosure regulations and warns investors about the risks associated with performance predictions [7]
可口可乐将在日本涨价;“好想你”2024年净亏损额同比上升丨消费早参
Mei Ri Jing Ji Xin Wen· 2025-04-24 23:32
Group 1 - "好想你" reported a net loss of 71.96 million yuan in 2024, an increase from a net loss of 51.89 million yuan in the previous year, with a revenue of 1.67 billion yuan, down 3.39% year-on-year [1] - The company plans to distribute a cash dividend of 10 yuan per 10 shares to all shareholders [1] - "好想你" needs to enhance brand influence, optimize channel operation efficiency, and strengthen cost control for substantial performance improvement [1] Group 2 - Green Tea Group has passed the listing hearing at the Hong Kong Stock Exchange, having submitted its listing application four times previously [2] - As of December 31, 2024, Green Tea Group operates 465 restaurants, indicating growth in the modern Chinese dining service sector [2] - The listing is expected to provide new investment opportunities in the rapidly capitalizing restaurant industry [2] Group 3 - 雅戈尔 reported a revenue of 14.188 billion yuan in 2024, a year-on-year increase of 3.19%, but the net profit decreased by 19.41% to 2.767 billion yuan [3] - The board proposed a cash dividend of 0.2 yuan per share, totaling approximately 925 million yuan [3] - The decline in net profit is attributed to industry layout adjustments and weakened consumer demand, necessitating innovation and market expansion [3] Group 4 - Coca-Cola Japan announced a price increase for major product categories effective October 1, 2025, due to rising costs from raw materials, energy prices, and exchange rate fluctuations [4] - Coffee product prices will rise by 20 to 30 yen, while other products will see a 20 yen increase [4] - This pricing strategy reflects the company's response to cost pressures and may influence consumer purchasing behavior, warranting attention to sales data and market reactions [4]
人造肉概念涨1.06%,主力资金净流入13股
Group 1 - The plant-based meat concept index rose by 1.06%, ranking 8th among concept sectors, with 12 stocks increasing in value, including "Good Idea" which hit the daily limit [1] - Leading stocks in the plant-based meat sector included "Spring Snow Food" and "Sobao Protein," which rose by 5.82% and 4.37% respectively [1] - The sector experienced a net inflow of 394 million yuan from main funds, with 13 stocks receiving net inflows, and "Good Idea" leading with a net inflow of 203 million yuan [2][3] Group 2 - The top net inflow rates for main funds were recorded by "Good Idea" at 25.69%, "Meiyingsen" at 13.84%, and "Spring Snow Food" at 13.60% [3] - The plant-based meat sector's performance was contrasted with other sectors, such as "PEEK Materials" which rose by 3.70% and "Digital Currency" which fell by 3.10% [2] - Stocks that faced declines included "Lingge Technology," "Hai Xin Food," and "Zun Ming Co.," which dropped by 5.94%, 3.77%, and 3.56% respectively [1][4]
今日271只个股突破五日均线
Market Overview - The Shanghai Composite Index closed at 3297.29 points, above the five-day moving average, with a slight increase of 0.03% [1] - The total trading volume of A-shares reached 1,138.919 billion yuan [1] Stocks Performance - A total of 271 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Jinkai Biological (金凯生科) with a deviation rate of 13.09% and a daily increase of 20.02% [1] - Lusi Co., Ltd. (路斯股份) with a deviation rate of 8.64% and a daily increase of 14.74% [1] - Ketaobiotechnology (科拓生物) with a deviation rate of 8.31% and a daily increase of 11.58% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Daychen Co., Ltd. (日辰股份) [1] - YTO Express (圆通速递) [1] - Jiama Clothing (嘉曼服饰) [1]
好想你:去年营收16.7亿元,出口业务全年新增11个国家和地区市场
Cai Jing Wang· 2025-04-24 00:24
Core Insights - The company reported a revenue of 1.67 billion yuan for 2024, a year-on-year decrease of 3.39% [1] - The net loss for the year was 71.96 million yuan, compared to a net loss of 51.89 million yuan in the previous year [1] - The company plans to distribute a cash dividend of 10 yuan per 10 shares to all shareholders [1] Product Development - During the reporting period, the company developed 126 new products, confirming 47 formulas, including an upgraded version of the red date pastry [1] - New flavors and forms were introduced, such as "red date + tangerine peel," "red date + ginseng," and "red date + donkey-hide gelatin," along with various other products [1] - The company also launched drinks like red date astragalus water and red date ginger tea, enhancing its product matrix to meet diverse consumer demands [1] Market Strategy - The company focused on health and convenience by developing freeze-dried porridge, instant noodles, and freeze-dried fruits and vegetables, launching 12 new health lock-fresh products [2] - The online channel strategy emphasized creating explosive products that drive offline sales, enhancing the performance of supermarkets and convenience stores [3] - The company expanded its export business, adding 11 new countries and regions, with a 50% year-on-year increase in sales [3] Financial Performance - In Q1 2025, the company reported a revenue of 413 million yuan, a year-on-year decrease of 16.44%, while net profit attributable to shareholders was 39.81 million yuan, a significant increase of 216.08% [3]
好想你2024年报解读:经营承压,多项关键指标下滑
Xin Lang Cai Jing· 2025-04-23 22:33
Financial Performance - The company's operating revenue for 2024 was 1,669,658,260.11 yuan, a decrease of 3.39% year-on-year [1][2] - The net profit attributable to shareholders was -71,957,710.58 yuan, representing a year-on-year decline of 38.67% [1][3] - The net cash flow from operating activities decreased significantly by 79.93%, dropping from 432,231,272.53 yuan to 86,766,670.96 yuan [1][4] Revenue Breakdown - Revenue from red dates products was 1,222 million yuan, accounting for 73.17% of total revenue, but down 6.83% year-on-year [2] - Revenue from health-preserving products was 68.885 million yuan, representing 4.13% of total revenue, with a decline of 20.31% [2] - Other business revenue increased by 16.16% year-on-year to 320 million yuan, making it a rare growth highlight [2] Cost and Expense Management - The company's operating costs were 1,292 million yuan, a slight increase of 0.66% year-on-year [3] - Sales expenses decreased by 4.06% to 349 million yuan, mainly due to reductions in promotional costs and salaries [3] - Financial expenses increased by 45.69% to -16.5755 million yuan, primarily due to reduced interest income and increased interest expenses [3] Cash Flow Analysis - The net cash flow from operating activities sharply decreased by 79.93%, indicating weakened cash collection capabilities [4] - The net cash flow from investing activities was 378 million yuan, an increase of 156.47% year-on-year, reflecting adjustments in investment strategy [4] - The net cash flow from financing activities was -705 million yuan, a decrease of 311.56%, indicating reduced bank loans and increased cash dividends [4]
好想你健康食品股份有限公司2025年第一季度报告
Group 1 - The core viewpoint of the article is the summary of the annual report of Haoxiangni Health Food Co., Ltd. for the year 2024, highlighting the company's operational results, financial status, and future development plans [1][3][11] - The company has consistently focused on the red date industry and health food business, developing a range of products that cater to diverse consumer needs [3][4] - The board of directors has approved a profit distribution plan, proposing a cash dividend of 10 yuan per 10 shares to all shareholders, without any stock bonus or capital increase from reserves [2][11] Group 2 - The company reported no need for retrospective adjustments or restatements of previous accounting data [4] - The board meeting held on April 22, 2025, was attended by all nine directors, and all resolutions were passed unanimously [8][9] - The company plans to hold its 2024 annual general meeting on May 15, 2025, with provisions for both on-site and online voting [53][55][60] Group 3 - The company intends to use up to 2 billion yuan of idle funds for financial products to enhance capital efficiency [31][33] - A total credit limit of up to 3.6 billion yuan will be applied for from multiple banks to support the company's operational needs [34][35] - The company plans to engage in commodity futures and derivatives trading to hedge against price fluctuations and enhance profitability [39][41]
好想你(002582) - 关于预计使用自有资金对外提供财务资助的公告
2025-04-23 15:09
证券代码:002582 证券简称:好想你 公告编号:2025-021 好想你健康食品股份有限公司 公司在新疆地区建立了以红枣期货交割为主要用途的冷库,因受红枣期货交 割等因素影响会存在季节性冷库闲置的情形,为提高资产使用效率,公司对外开 展了冷库出租业务,一方面增加公司收益,另一方面满足当地个体商户及农民合 作社储存销售苹果、香梨等其它水果的需求。为了解决部分仓储客户在水果采购 旺季短期资金需求,公司及其全资子公司拟使用自有资金对外提供财务资助。 二、财务资助事项概述 1、财务资助的对象:接受财务资助的对象为与公司有合作关系的仓储客户, 与公司不存在关联关系。财务资助对象须经过严格的资质审核,经公司内部评估 经营诚信状况优良,不存在失信被执行人的情形,具备偿还能力,才能成为公司 财务资助对象。 2、财务资助额度:公司及其全资子公司预计对外财务资助金额不超过 500 万元,在该额度内资金可以滚动使用。 关于预计使用自有资金对外提供财务资助的公告 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: 该事项尚需提交公司股东大会审议批准。 好想你健康食品股份有 ...
好想你(002582) - 关于2025年度关联交易预计的公告
2025-04-23 15:09
证券代码:002582 证券简称:好想你 公告编号:2025-017 好想你健康食品股份有限公司 关于 2025 年度关联交易预计的公告 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: 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及第六届监事会第二次会议审议通过了《关于 2025 年度 关联交易预计的议案》,其中关联董事石聚彬先生、石训先生、石聚领先生回避表 决。现将相关内容公告如下: 一、日常关联交易基本情况 | | | | | 实际发 | 实际发 | | | --- | --- | --- | --- | --- | --- | --- | | 关联交易 关联 关联交易 | | 实际发 预计金额 | | 生额占 | 生额与 | 披露日期及 | | 类别 人 内容 | | 生金额 | | 同类业 | 预计金 | 索引 | | | | | | 务比例 | 额差异 | | | | | 经营行为,对公司日常经营及业绩不会产生较大影响,亦 | | | | | | | | 不存在损害公司及中 ...
好想你(002582) - 2025年度估值提升计划
2025-04-23 15:09
证券代码:002582 证券简称:好想你 公告编号:2025-025 好想你健康食品股份有限公司 2025 年度估值提升计划 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示: 估值提升计划的触发情形及审议程序:自 2024 年 1 月 1 日至 2024 年 12 月 31 日,好想你健康食品股份有限公司(以下简称"公司")股票已连续 12 个月的每个交易日收盘价均低于最近一个会计年度经审计的每股归属于公司普 通股股东的净资产,根据《上市公司监管指引第 10 号——市值管理》,属于应 当制定估值提升计划的情形。公司第六届董事会第二次会议审议通过了本次估 值提升计划。 估值提升计划概述:2025 年度公司拟通过聚焦红枣主业、适时开展对 外投资、积极实施现金分红、用好股权激励工具、做好信披和投关工作等措施 提升公司价值。 风险提示:本估值提升计划仅为公司行动计划,不代表公司对未来业 绩、股价、重大事件等方面的承诺。公司业绩及二级市场表现受到宏观形势、 行业政策、市场情况等诸多因素影响,相关目标的实现存在不确定性。 一、估值提升计划触发情形及审议程序 ...