2月2日，好想你（002582）在投资者互动平台上表示，在关键营销节点，以本次年货节为例，公司形成 了一套可复制的营销组合，产品端，提前规划礼赠矩阵，主推健康年货、新年送个好等高价值礼盒，满 足消费者礼赠需求；宣传端，通过高铁、商圈LED等进行品牌造势，并在线下门店营造节庆氛围，并辅 以场景化体验；渠道端线下门店体验与线上电商促销同步，并针对团购客户定制方案，全方位触达消费 者。未来，公司将继续以清晰的战略规划为指导，通过持续的产品创新和高效的品牌运营，致力于实 现"三百"战略目标。 ...

Core Viewpoint - The impressive performance of the company is primarily driven by investment gains rather than a recovery in its main business operations [2][3]. Group 1: Financial Performance - The company expects a net profit attributable to shareholders of between 750 million to 950 million yuan for 2025, a significant turnaround from a loss of 71.96 million yuan in the previous year [2]. - The main driver of this turnaround is a substantial increase in non-recurring gains, particularly from the fair value changes of its investment in Hunan Mingming Henbang Commercial Chain Co., Ltd. [2]. - The company reported a projected net loss of 50 million to 80 million yuan when excluding non-recurring items, indicating ongoing pressure in its core red date and health food business [3]. Group 2: Business Operations - The company, known as the "first stock of red dates," has faced continuous pressure in its main business due to changes in consumer demand and intensified industry competition [3]. - Since divesting from Baicaowei and refocusing on the red date business, the company's revenue has remained stagnant between 1 billion to 2 billion yuan, failing to break through this range [3]. - The company has accumulated losses exceeding 300 million yuan over the past three years, with net profits attributable to shareholders reported as -189 million yuan, -52 million yuan, and -72 million yuan for 2022 to 2024 [3]. Group 3: Future Outlook - The company has set performance targets in its employee stock ownership plan, aiming for a net profit of no less than 20 million yuan in 2026 and 50 million yuan in 2027, excluding stock payment expenses and investment gains from Mingming Henbang [4].

公告显示，好想你本次业绩扭亏的关键在于非经常性损益的大幅增加，主要是参股公司湖南鸣鸣很忙商 业连锁股份有限公司（下称"鸣鸣很忙"，代码"01768"）公允价值变动。 鸣鸣很忙于1月28日登陆港交所，发行价236.6港元/股，上市4个交易日累计上涨65.68%，截至2月2日收 盘总市值飙升至845亿港元。作为鸣鸣很忙的早期投资方，好想你及全资子公司合计持有其5.8355%的 股权，按最新收盘价计算，持股市值约合人民币44亿元，刨去7亿元的初始投资成本，浮盈高达37亿 元。 亮眼业绩背后，好想你（002582）主营业务并未回暖。 2月2日，红枣行业龙头好想你（002582）股价高开，最终报收13.44元，涨幅5%，总市值定格于60.17亿 元。 消息面上，上周五晚（1月30日），公司披露2025年业绩预告，预计全年实现归母净利润7.5亿元至9.5亿 元，较上年的亏损7195.77万元实现大幅扭亏。 这份亮眼业绩的背后，并非好想你主营业务回暖改善，而是源于对参股公司的投资获利。 好想你也在公告中强调，鸣鸣很忙的公允价值评估工作尚在进行中，目前核算金额为公司与评估机构初 步沟通结果，最终金额将由专业评估机构及审计机构 ...

2月2日，好想你在投资者互动平台上表示，公司近期经营情况正常，公司股价波动受多重市场因素影 响，不存在应披露而未披露的重大信息。公司请投资者理性看待市场波动，公司更注重内在价值的提 升，未来将持续以扎实的业绩回报投资者。 （深交所互动易） (编辑：王璨 林辰)关键字： 食品 好想你 ...

Performance Highlights - New Yi Sheng (300502.SZ) expects net profit between 9.4 billion and 9.9 billion CNY, a year-on-year increase of 231.24% to 248.86% due to rising demand for high-speed optical modules driven by global computing power investments[4] - Han's Chip (688256.SH) anticipates net profit between 1.85 billion and 2.15 billion CNY, turning from a loss of 450 million CNY last year, benefiting from the growing demand for AI computing power[5] - Zhongji Xuchuang (300308.SZ) projects net profit between 9.8 billion and 11.8 billion CNY, a year-on-year growth of 89.50% to 128.17%, driven by strong customer investment in computing infrastructure[6] - Runze Technology (300442.SZ) expects net profit between 5 billion and 5.3 billion CNY, a year-on-year increase of 179.28% to 196.03%, largely due to non-recurring gains from public REITs issuance[10] Underperformance Highlights - Great Wall Motors (601633.SH) forecasts net profit of 9.912 billion CNY, a year-on-year decline of 21.71% due to increased marketing expenses and competitive pressures[36] - GAC Group (601238.SH) expects a net loss between 8 billion and 9 billion CNY, turning from a profit of 824 million CNY last year, impacted by fierce competition and increased asset impairment provisions[39] - Xiexin Integrated (002506.SZ) anticipates a net loss between 890 million and 1.29 billion CNY, shifting from a profit of 68 million CNY last year due to structural supply-demand issues in the photovoltaic industry[41] - Baile Tianheng (688506.SH) projects a net loss of around 1.1 billion CNY, down from a profit of 3.708 billion CNY last year, primarily due to increased R&D expenses[42] Industry Trends - Technology-driven sectors like AI and innovative pharmaceuticals are leading growth, with companies like New Yi Sheng and Han's Chip benefiting from strong demand and technological advancements[69] - Cost control is becoming a critical competitive advantage, particularly in the energy and manufacturing sectors, as seen with companies like Datang Power (601991.SH) benefiting from lower coal prices[70] - Traditional cyclical industries such as real estate and agriculture are facing significant downward pressure, with companies like Vanke (000002.SZ) and Tianbang Foods (002124.SZ) experiencing substantial losses due to market adjustments[72]

证券日报网讯 2月2日，好想你在互动平台回答投资者提问时表示，公司始终高度重视公司治理与全体 股东的长期利益，包括控制权的稳定。公司严格遵守《公司法》《证券法》及《上市公司收购管理办 法》等法律法规，维护公司和全体股东的利益，管理层将持续勤勉履职，致力于提升公司内在价值，为 股东创造回报，并对任何可能影响公司持续稳定发展的情形保持必要的关注与审慎评估。 （文章来源：证券日报） ...

Core Viewpoint - The article highlights the performance forecast of various A-share listed companies, indicating a significant divergence in earnings growth across different sectors, driven by technological advancements, cost control, and industry cycles [4][62]. Group 1: Companies with Strong Earnings Growth - **New Yisheng (300502.SZ)**: Expected net profit of 9.4 billion to 9.9 billion, a year-on-year increase of 231.24% to 248.86%, driven by rising demand for high-speed optical modules due to global computing power investments [6]. - **Han's Laser (688256.SH)**: Expected net profit of 1.85 billion to 2.15 billion, turning from a loss of 0.452 billion in the previous year, benefiting from the increasing demand for AI computing power [8]. - **Zhongji Xuchuang (300308.SZ)**: Expected net profit of 9.8 billion to 11.8 billion, a year-on-year increase of 89.50% to 128.17%, supported by strong investment in computing infrastructure [10]. - **Runze Technology (300442.SZ)**: Expected net profit of 5 billion to 5.3 billion, a year-on-year increase of 179.28% to 196.03%, primarily due to non-recurring gains from public REITs issuance [12]. - **CITIC Securities (601995.SH)**: Expected net profit of 8.542 billion to 10.535 billion, a year-on-year increase of 50% to 85%, driven by steady growth in core business segments [15]. Group 2: Companies with Earnings Below Expectations - **Great Wall Motors (601633.SH)**: Expected net profit of 9.912 billion, a year-on-year decrease of 21.71%, impacted by increased marketing expenses and intense competition [34]. - **GAC Group (601238.SH)**: Expected net profit of -8 billion to -9 billion, turning from a profit of 0.824 billion in the previous year, due to fierce competition and adjustments in product structure [36]. - **GCL-Poly Energy (002506.SZ)**: Expected net profit of -0.89 billion to -1.29 billion, turning from a profit of 0.068 billion, affected by structural supply-demand issues in the photovoltaic industry [38]. - **Boli Tianheng (688506.SH)**: Expected net profit of -1.1 billion, turning from a profit of 3.708 billion, due to increased R&D expenses [39]. - **Daiyue City (000031.SZ)**: Expected net profit of -2.7 billion to -2.1 billion, continuing losses from the previous year, influenced by asset impairment provisions [42]. Group 3: Industry Trends - **Technological Breakthroughs**: Industries driven by technology, such as AI and innovative pharmaceuticals, are showing strong growth, with companies like New Yisheng and Rongchang Bio leading the way [62][63]. - **Cost Control**: The energy and manufacturing sectors are experiencing a clear divide, with companies like Datang Power benefiting from lower coal prices and effective cost management [64]. - **Downward Pressure from Industry Cycles**: The real estate, agriculture, and photovoltaic sectors are under significant pressure, with companies like Vanke and Tianbang Food facing substantial earnings declines [65][66].

Market Overview - The leisure food sector experienced a decline of 0.52% on February 2, with Li Gao Food leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Youyou Food (603697) saw a significant increase of 9.99% in its closing price at 13.54, with a trading volume of 203,700 shares and a transaction value of 264 million [1] - Other notable gainers included: - Hao Xiang Ni (002582) up 5.00% at 13.44 with a transaction value of 811 million [1] - Zhi Zhi Food (002557) up 4.72% at 23.96 with a transaction value of 605 million [1] - Li Gao Food (300973) reported a decline of 6.36% in its closing price at 42.14, with a trading volume of 54,400 shares and a transaction value of 236 million [2] Capital Flow - The leisure food sector saw a net outflow of 66.88 million from main funds, while retail investors contributed a net inflow of 98.06 million [2] - The capital flow for key stocks included: - Youyou Food with a net outflow of 50.25 million from main funds [3] - Three Squirrels (300783) had a net inflow of 25.34 million from main funds [3] - Salted Fish (002847) reported a net inflow of 13.69 million from main funds [3]

不同于传统红枣专卖店的单一业态，好想你城市旗舰店以"东方枣礼、中原情意"为核心，完成文化、视觉、产品、空间四大维 度的全面升级，彻底打破"卖枣"的传统认知。门店以巨型蝴蝶结为视觉标识，宛如一份精心包裹的城市礼物，搭配"我在这里好 想你"主题打卡区，将消费场景与情感表达深度绑定，让门店成为传递思念、表达心意的"情感驿站"。"这一次，我们把整个门 店都包装成了一份献给城市的礼物，期待每个进店的人，来开启这份温暖与惊喜。"好想你总经理石训信心满满地说。 产业深耕："一厘米宽、一公里深"，筑牢全链竞争壁垒 旗舰店的焕新底气，源于好想你34年深耕红枣产业的匠心积淀。作为"红枣第一股"，品牌从新郑村办企业起步，逐步完成从农 产品加工型企业向食品科技型企业的转型，构建起覆盖"种植-研发-生产-销售"的全产业链布局，践行"一厘米宽、一公里深"的 专注理念。 近年来，随着消费场景持续迭代多元，情感消费与品质消费也在深度融合。1月31日，好想你首个城市旗舰店在郑州金水区亮 相，完成从"产品售卖"到"价值传递"的战略转身，不仅为新春消费市场注入新鲜活力，更折射出中式食养品牌深耕产业链、链 接情感需求的破局逻辑。 场景焕新：从单品卖 ...

Core Viewpoint - The company has developed a replicable marketing strategy for key promotional events, such as the recent New Year festival, focusing on high-value gift boxes to meet consumer gifting needs [2] Group 1: Marketing Strategy - The company has created a comprehensive marketing mix that includes product planning, promotional activities, and channel strategies to enhance consumer engagement [2] - For product offerings, the company emphasizes health-oriented gift boxes, such as "Healthy New Year Gifts" [2] - The promotional strategy involves brand building through high-speed rail, LED displays in commercial areas, and authoritative media, alongside creating a festive atmosphere in physical stores [2] Group 2: Sales Channels - The company synchronizes offline store experiences with online e-commerce promotions, providing tailored solutions for group purchase clients [2] - This multi-channel approach aims to reach consumers comprehensively and effectively [2] Group 3: Future Strategy - The company plans to continue leveraging clear strategic planning, ongoing product innovation, and efficient brand operations to solidify its market position as "Red Date Expert" [2] - The goal is to achieve the "300" strategic target, indicating a focus on growth and market expansion [2]