图片来源：Pexels 据好想你1月28日发布的公告，鸣鸣很忙发行完成后，好想你及其全资子公司合计持股1257.62万股，占发行后总股本约5.84％。以发行价236.60港元/股、收 盘价400港元/股计算，单股盈利163.4港元，单日合计浮盈超20亿港元。 然而，好想你当日股价走出截然相反的行情。1月28日，好想你股价跌停，报12.88元/股，公司总市值约58亿元。 好想你在公告称，鸣鸣很忙以公允价值计量，且其变动计入当期损益金融资产。鸣鸣很忙上市前，预计对公司2025年业绩产生积极影响，上市后，其股价变 化亦将对公司2026年度经营业绩有不确定性影响。 1月28日，休闲食品饮料连锁零售商湖南鸣鸣很忙商业连锁股份有限公司（01768.HK，以下简称"鸣鸣很忙"）在香港联合交易所主板挂牌上市。 虽然，好想你对鸣鸣很忙的投资账面收获颇丰，但公司自身近年业绩表现承压。2024年好想你营收约16.70亿元，同比下滑3.39%；归母净利润亏损7195.77 万元，同比下降38.67%；扣非归母净利润亏损8051.51万元，同比下滑35.71%。 上市首日开盘，鸣鸣很忙股价快速冲高，盘中涨幅一度达到88％。截至1月28 ...

Group 1 - 31 provinces in China have announced their economic growth rates for 2025, with nearly half exceeding last year's targets. Tibet leads with a growth rate of 7%, followed by Gansu at 5.8% and Hebei and Henan at 5.6% [4] - Shenzhen Metro Group has provided an additional loan of 2.36 billion yuan to Vanke for debt repayment, with a three-year term and an interest rate of 2.34% [4] - Hang Seng Bank has officially delisted from the Hong Kong Stock Exchange, following a privatization plan by HSBC that was approved by the Hong Kong High Court [5] Group 2 - ByteDance has implemented new social media guidelines prohibiting employees from using company resources for personal profit, which is expected to significantly reduce the number of commercial accounts operated by employees [6] - Amazon announced a restructuring that will affect nearly 16,000 jobs, while continuing to recruit talent in key strategic areas [7] - Tesla plans to cease production of the Model S and Model X vehicles to focus on its "Optimus" robot production line, marking a shift towards a future based on autonomous driving [9] Group 3 - Meta reported fourth-quarter revenue of $59.89 billion, a 24% year-over-year increase, with advertising revenue also up by 24% [17] - Microsoft announced second-quarter revenue of $81.27 billion, with significant contributions from its cloud and productivity segments [17] - Tesla's fourth-quarter revenue was $24.90 billion, a 3% year-over-year decline, with net profit down 61% to $840 million [17]

Group 1 - The company’s associate, Hunan Mingming Henmang Commercial Chain Co., Ltd. (referred to as "Mingming Henmang"), was officially listed on the Hong Kong Stock Exchange on January 28, 2026, with the stock code 01768.HK and issued 15.5112 million new shares at a price of HKD 236.60 per share [1] - After the issuance, the company and its wholly-owned subsidiary hold a total of 12.5762 million shares in Mingming Henmang, representing 5.8355% of the total shares post-issuance, with a lock-up period of 12 months following the listing [1] Group 2 - According to relevant accounting standards, the company classifies its equity stake in Mingming Henmang as "financial assets measured at fair value with changes recognized in profit or loss," reported under "other non-current financial assets" [2] - The fair value of the stake is expected to increase significantly by December 31, 2025, positively impacting the company's performance for the fiscal year 2025, subject to the final audit report [2] - Post-listing, the fair value of the stake will be subject to fluctuations based on secondary market stock price movements, leading to uncertain impacts on the company's performance for 2026 and beyond [2]

Core Viewpoint - The company "好想你" has successfully transformed from a primary seller of red dates to a leading angel investment institution in the new consumption sector, with its investment in "鸣鸣很忙" marking another successful listing on the Hong Kong Stock Exchange [1] Group 1: Company Performance - In the second half of last year, the company's profitability significantly improved, with Q3 revenue reaching 374 million yuan, a year-on-year increase of 3.51%, and net profit attributable to shareholders rising by 161.82% to 15.13 million yuan [2] - The company has enhanced its overall profitability and operational efficiency through focused product management, strategic raw material procurement, centralized bidding, and refined production management [2] Group 2: Market Strategy - The company is actively promoting full-channel penetration, establishing partnerships with high-potential offline supermarkets such as Sam's Club, Yonghui, and others, while optimizing its online ecosystem across major e-commerce platforms like Douyin, Taobao, and JD [2] - The company is expanding its product matrix by innovating and upgrading its offerings to meet new consumer demands for health foods, transitioning from traditional red date snacks to a broader range of leisure and health food products [2] Group 3: Industry Insights - The product iteration strategy of the company exemplifies a typical path for traditional food enterprises to transition towards health-oriented and youth-focused markets, leveraging core raw materials, technological innovation, and full-channel penetration [3] - The success of the company validates the structural opportunities within the health food industry [3]

证券日报网讯 1月28日，好想你在互动平台回答投资者提问时表示，公司若有重大事项，将严格履行审 议程序并及时披露。 （文章来源：证券日报） ...

Summary of Key Points Core Viewpoint - On January 28, a total of 49 stocks were involved with institutional investors, with 24 stocks showing net buying and 25 stocks showing net selling [1]. Group 1: Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Purun Co., Ltd. with a net buying amount of 367 million yuan, representing a daily increase of 14.64% [2]. - Yandong Microelectronics with a net buying amount of 312 million yuan, with a daily increase of 17.56% [2]. - Kecuan Technology with a net buying amount of 145 million yuan, showing a daily increase of 9.99% [2]. Group 2: Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Chifeng Gold with a net outflow of 504 million yuan, with a daily increase of 10.00% [4]. - Haoxiangni with a net outflow of 107 million yuan, showing a daily decrease of 9.99% [4]. - Hongbaoli with a net outflow of 99 million yuan, with a daily increase of 4.80% [4].

鸣鸣很忙本次发行完成后，公司及全资子公司合计持有其股份总数为1257.62万股，占其发行后总股份 数的5.8355%，公司持有鸣鸣很忙股份的禁售期为鸣鸣很忙上市后12个月。 格隆汇1月28日丨好想你(002582.SZ)公布，公司参股公司湖南鸣鸣很忙商业连锁股份有限公司于2026年 1月28日正式在香港联合交易所挂牌上市，股份代号为01768.HK，鸣鸣很忙本次公开发行新股1551.12万 股，发行价格为236.60港元/股。 ...

Group 1: Company Performance - iFlytek expects a net profit of 785 million to 950 million yuan in 2025, representing a year-on-year growth of 40% to 70% [1] - SK Hynix reported an annual operating profit of 47.2 trillion won and a sales revenue of 97.1 trillion won for the year [2] - Good Idea announced that its subsidiary, Mingming Henmang, officially listed on the Hong Kong Stock Exchange, with the company holding 5.8355% of the shares [3] Group 2: Investment and Financing - Goldman Sachs predicts an influx of 3.6 trillion yuan into the Chinese stock market by 2026, driven by individual and institutional investors [2] - Digital Edge plans to invest 4.5 billion USD in building a large-scale data center park in Indonesia, marking its largest infrastructure project to date [8] Group 3: New Products and Innovations - Sunrise launched its new generation inference chip S3, which features a fourfold increase in memory capacity compared to the previous generation [9] - Black Sesame Intelligence released the FAD2.0 open platform, marking the A2000's entry into large-scale application [10]

证券之星消息，1月28日休闲食品板块较上一交易日下跌1.72%，好想你领跌。当日上证指数报收于 4151.24，上涨0.27%。深证成指报收于14342.9，上涨0.09%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603777 | 来伊份 | 13.44 | 1.59% | 11.48万 | 1.56亿 | | 000716 | 性析 | 6.28 | 0.80% | 20.69万 | · 1.30亿 | | 002557 | 治治食品 | 22.82 | 0.80% | 5.74万 | 1.30亿 | | 603057 | 崇燕食品 | 29.10 | 0.41% | 6.12万 | 1.78亿 | | 300783 | 三只松鼠 | 23.73 | 0.21% | 7.99万 | 268 T | | 002956 | 西麦食品 | 28.08 | -0.04% | 1.10万 | 3104.44万 | | 603866 | 桃空面包 | 5.41 | - ...

二、公司持股情况 鸣鸣很忙本次发行完成后，公司及全资子公司合计持有其股份总数为 1,257.62 万股，占其发行后总股份数的 5.8355%，公司持有鸣鸣很忙股份的禁售 期为鸣鸣很忙上市后 12 个月。 三、对公司的影响 根据《企业会计准则》相关规定，公司对所持鸣鸣很忙的股权划分为"以公 允价值计量且其变动计入当期损益的金融资产"，并列报在"其他非流动金融资 产"。鸣鸣很忙上市前，公司根据报表日公允价值核算，预计 2025 年 12 月 31 日公允价值增加较多，将对公司 2025 年度业绩产生积极影响，最终以相关审计 报告为准；鸣鸣很忙上市后，受二级市场股票价格波动影响，公司所持鸣鸣很忙 的公允价值也会相应变动，对公司 2026 年度及以后业绩影响存在不确定性。 证券代码：002582 证券简称：好想你 公告编号：2026-003 好想你健康食品股份有限公司 关于参股公司在香港联合交易所挂牌上市的公告 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。 一、参股公司上市情况概述 好想你健康食品股份有限公司（以下简称"公司"）参股公司湖南鸣鸣很忙 商业连锁股份有限 ...