1月27日，盐津铺子跌2.05%，成交额2.33亿元。两融数据显示，当日盐津铺子获融资买入额1796.97万 元，融资偿还1218.02万元，融资净买入578.94万元。截至1月27日，盐津铺子融资融券余额合计1.72亿 元。 融资方面，盐津铺子当日融资买入1796.97万元。当前融资余额1.71亿元，占流通市值的0.91%，融资余 额超过近一年80%分位水平，处于高位。 责任编辑：小浪快报 资料显示，盐津铺子食品股份有限公司位于湖南省长沙市雨花区长沙大道运达中央广场写字楼A座32 楼，成立日期2005年8月4日，上市日期2017年2月8日，公司主营业务涉及休闲食品科研、生产、销售和 农产品精深加工。主营业务收入构成为：辣卤零食44.91%，烘焙薯类15.61%，果干果冻14.56%，深海 零食12.33%，蛋类零食10.52%，其他2.06%。 截至9月30日，盐津铺子股东户数1.80万，较上期增加65.13%；人均流通股13663股，较上期减少 39.44%。2025年1月-9月，盐津铺子实现营业收入44.27亿元，同比增长14.67%；归母净利润6.05亿元， 同比增长22.63%。 分红方面，盐津铺子 ...

Investment Rating - The report maintains an "Outperform the Market" rating for the food and beverage sector [4][5][11]. Core Views - The food and beverage sector is expected to perform well in 2026, driven by cost advantages, efficiency improvements, innovation, and potential recovery opportunities in the liquor segment [3][11][15]. - The report highlights a diversified performance across sub-sectors, with beverages outperforming food and liquor categories [2][11]. Summary by Relevant Sections 1. Sector Overview - The food and beverage sector saw a cumulative decline of 1.37% this week, with A-shares down 1.57% and H-shares up 1.21% [1]. - Key performers included companies like Hao Xiang Ni and Wei Zhi Xiang, with significant weekly gains [1]. 2. Sub-sector Insights - **Liquor**: - Moutai's price remains stable with an upward trend, and the focus is on sales momentum during the Spring Festival. Recommendations include Moutai, Shanxi Fenjiu, and Luzhou Laojiao [2][11]. - **Beverages**: - The dairy segment is seeing orderly preparations for the Spring Festival, with a focus on leading companies like Yili. Recommendations include Nongfu Spring and Dongpeng Beverage [2][15]. - **Snacks**: - The report emphasizes strong alpha stocks in the snack sector, particularly in konjac products, with companies like Weidong and Yanjinpuzi showing strong innovation [2][13]. - **Catering Supply Chain**: - The sector is entering a peak season for inventory and sales, with new standards for prepared dishes being solicited for public opinion [2][14]. 3. Investment Recommendations - The report suggests a focus on four main lines for investment: cost advantages, efficiency improvements, innovation-driven companies, and potential recovery in the liquor sector [3][11]. - Recommended stocks include Baba Foods, Dongpeng Beverage, Weidong, and Shanxi Fenjiu, which have shown resilience and growth potential [17][19]. 4. Earnings Forecasts - Key companies are projected to maintain strong earnings growth, with Moutai expected to achieve a stable performance and Yili showing significant recovery potential [4][15][19]. - The report provides detailed earnings forecasts for several companies, indicating a positive outlook for the food and beverage sector [4][19].

ab 20 January 2026 Global Research China Consumer Sector 2026 GCC takeaways: Sector valuation remains attractive with signs of consumption recovery Green shoots in consumer confidence with increasing divergence in preferences We hosted ~35 consumer companies (listed and private), one expert panel on shopping malls and new consumption trends, and a tour in Shanghai and Hangzhou. Despite the near-term property market downturn, we have seen green shoots in consumer confidence and think improving stock market r ...

Investment Rating - The report maintains an "Accumulate" rating for the food and beverage industry [5] Core Insights - The upcoming Spring Festival is expected to boost sales in the liquor sector, with Moutai leading the industry towards an unexpected improvement. Short-term focus should be on the demand for the Spring Festival, while medium-term investments should target leading brands across various price segments [1] - In the beer segment, new product launches are being prepared, with a focus on high-growth channels and consumer trends towards personalized and diversified consumption [2] - The baking sector is showing stable performance, with companies like Lihigh Foods preparing for the sales peak and benefiting from favorable policies regarding cream products [3] Summary by Relevant Sections Liquor Sector - The Spring Festival is driving demand, with Moutai expected to lead the market. Key short-term stocks include Guizhou Moutai, Guo Jiu Gong Jiu, and others, while medium-term focus should be on Wuliangye and Shanxi Fenjiu [1] Beer Sector - Current beer sales are in a low season, but new product launches and high growth in instant retail channels are promising. Companies like Chongqing Beer are launching new 1L cans to meet consumer preferences [2] Food Sector - Lihigh Foods is preparing for the sales peak with a focus on quality over quantity, while Anqi Yeast is benefiting from declining sugarcane prices, enhancing profit margins [3] - Yizhi Konjac is experiencing rapid demand growth, with a stable supply chain and product innovation driving its market position [4]

证券之星消息，1月23日休闲食品板块较上一交易日上涨0.73%，好想你领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 300972 万辰集团 | | | > 995.95万 | 1.66% | -3789.21万 | -6.30% | 2793.25万 | 4.65% | | 300973 立高食品 | | | 739.11万 | 4.77% | 837.56万 | 5.40% | -1576.67万 | -10.17% | | 603697 有友食品 | | | 533.66万 | 5.82% | 7208.00 | + 0.01% | -534.38万 | -5.83% | | 002991 甘源食品 | | | 342.91万 | 5.76% | -356.76万 ...

智通财经APP获悉，华西证券发布研报称，近期人民币汇率持续走强。复盘历史，升值周期中食品饮料 板块通常能跑赢大盘。本轮升值有望通过降低进口成本、提振内需景气、吸引外资增配三条路径，推动 板块迎来成本、需求与估值的共振修复，相关主线标的有望受益。 华西证券主要观点如下： 成本端来看，人民币升值降低进口原料折算价格下降，推动制造成本下行，进而带来盈利改善，涉及的 核心原材料包含大豆、棕榈油、燕麦、大麦、树坚果等。 需求端来看，内需修复是汇率走强的底层支撑，而人民币升值将进一步降低企业补库成本，推动行业 从"被动去库"转向"主动补库"，补库扩产又会强化内需韧性，形成正向循环。食品饮料作为必选消费， 内需复苏确定性更强，景气度有望持续抬升。 资金端来看，人民币升值周期下流动性持续宽裕，外资流入A股动力增强，带来板块流动性溢价，食品 饮料作为外资持仓占比较高的消费板块之一，板块有望迎来外资增配带来的估值修复。 投资建议 受益于板块三重共振，重点关注三条主线：1）成本红利，重点推荐西麦食品、立高食品、妙可蓝多、 洽洽食品、H&H等；2）景气度抬升，重点推荐安井食品、千味央厨、优然牧业、现代牧业、新乳业、 万辰集团；3）估 ...

Investment Rating - Industry rating: Recommended [5] Core Insights - Recent appreciation of the RMB is expected to continue, enhancing domestic asset attractiveness and improving the competitiveness of export products [1] - Historical analysis shows that during previous RMB appreciation periods, the food and beverage sector outperformed the CSI 300 index by 18% and 12% respectively, indicating strong performance potential in the current cycle [2] - The current RMB appreciation is anticipated to create a triple resonance effect in the sector, leading to cost reduction, increased demand, and valuation recovery [2] Summary by Sections Cost Side - RMB appreciation reduces the import cost of raw materials, leading to lower manufacturing costs and improved profitability. Key raw materials affected include soybeans, palm oil, oats, barley, and tree nuts [2] Demand Side - Domestic demand recovery is a fundamental support for the strengthening RMB. The appreciation will lower inventory replenishment costs for companies, shifting the industry from passive destocking to active replenishment, thus reinforcing domestic demand resilience [2] Capital Side - The liquidity remains ample during the RMB appreciation cycle, increasing foreign capital inflow into A-shares. The food and beverage sector, with a high proportion of foreign holdings, is expected to benefit from valuation recovery driven by increased foreign allocation [2] Investment Recommendations - Focus on three main lines of investment: 1. Cost benefits: Recommended companies include Ximai Food, Lihigh Food, Miaokelando, Qiaqia Food, and H&H [3] 2. Demand recovery: Recommended companies include Anjijia Food, Qianwei Central Kitchen, Youran Livestock, Modern Dairy, New Dairy, and Wancheng Group [3] 3. Valuation recovery: Recommended companies include Yili, Mengniu Dairy, Xianle Health, Weilong Delicious, and Yanjinpuzi [3] Earnings Forecast and Valuation - Key companies and their respective ratings, earnings per share (EPS) forecasts, and price-to-earnings (P/E) ratios for the years 2024 to 2027 are provided, indicating a positive outlook for several companies in the sector [7]

该激励计划已履行完整的内部决策程序。公司董事会及薪酬与考核委员会于2025年12月17日审议通过草 案及相关管理办法，并于2025年12月18日至28日对激励对象名单进行了公示。2026年1月6日，公司临时 股东大会正式批准了该计划。根据湖南启元律师事务所出具的法律意见书，本次授予的授予日、对象、 数量及价格均符合《上市公司股权激励管理办法》及公司激励计划草案的规定，且公司及激励对象均未 出现不得授予的限制性情形，授予条件已成就。 此次股权激励旨在建立、健全公司长效激励机制，吸引和留住优秀人才，充分调动公司核心团队的积极 性，有效地将股东利益、公司利益和核心团队个人利益结合在一起，共同关注公司的长远发展。计划的 实施预计将对公司核心团队的稳定性和未来业绩产生积极影响。公司后续将按照相关法律法规的要求， 继续履行相应的信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 中访网数据 盐津铺子食品股份有限公司于2026年1月20日召开第四届董事会第二十二次会议，审议通过 了《关于向激励对象授予限制性股票的议案》，标志着其2025年限制性股票激励计划进入实质性授予阶 段。本次授予的核心决策是确定以202 ...

Group 1 - The company, Yanjin Puzhou, announced that its fourth board meeting will be held on January 20, 2026, via communication voting [1] - The meeting will review the proposal regarding the granting of restricted stock to incentive objects [1]

证券代码：002847 证券简称：盐津铺子 公告编号：2026-008 盐津铺子食品股份有限公司 关于向激励对象授予限制性股票的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 3、2026 年 1 月 6 日，公司召开 2026 年第一次临时股东会，审议通过了《关 于公司<2025 年限制性股票激励计划（草案）>及摘要的议案》及其相关事项的 议案，同时披露了《盐津铺子食品股份有限公司关于 2025 年限制性股票激励计 划内幕信息知情人员买卖公司股票情况的自查报告》。 4、2026 年 1 月 20 日，公司召开了第四届董事会第二十二次会议，审议通 过了《关于向激励对象授予限制性股票的议案》。确定以 2026 年 1 月 20 日作为 激励计划的授予日，向符合条件的 157 名激励对象授予 300.00 万股限制性股票， 关联董事已对本次激励计划相关议案回避表决。董事会薪酬与考核委员会对授予 日的激励对象名单进行了核实并发表了核查意见。湖南启元律师事务所出具了 《湖南启元律师事务所关于盐津铺子食品股份有限公司 2025 年限制性股票激励 计划授予事项的法律 ...