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千禾味业董事长伍超群入选“2025年度食品行业十大杰出人物”
Sou Hu Cai Jing· 2026-01-13 09:45
"2025年度食品行业十大杰出人物"榜单围绕专业能力、业绩表现、行业影响力等维度综合评选得出。 伍超群,1969年5月出生,工商管理硕士。1996年1月创建恒泰实业,历任副总经理、总经理。现任千禾 味业食品股份有限公司公司董事长、总裁。 伍超群是调味品行业"零添加"赛道的开拓者,推进全系产品包装焕新,优化标签信息呈现,布局蚝油品 类打造 "第二增长曲线"。 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 张学武 | 盐津铺子董事长 | | 2 | 刘卫平 | 卫龙董事长 | | 3 | 蔡金按 | 盼盼食品董事长 | | 4 | 陈先保 | 治治食品董事长 | | 5 | 杨明超 | 锅圈董事长 | | 6 | 姚忠良 | 白象食品董事长 | | 7 | 章燎源 | 三只松鼠董事长 | | 8 22 | 롯 팀 | 鸣鸣很忙董事长 | | 9 | 马相杰 | 又汇发展总裁 | | 10 | 価超群 | 千禾味业董事长 | | | 糖单油用· 排名不分先后,围绕专业能力 VU结束现、 | | | | g 影响力等维度综合评选得 | | 瑞财经 1月13日,由瑞财经推出的"2 ...
盐津铺子董事长张学武入选“2025年度食品行业十大杰出人物”
Sou Hu Cai Jing· 2026-01-13 09:45
"2025年度食品行业十大杰出人物"榜单围绕专业能力、业绩表现、行业影响力等维度综合评选得出。 张学武,1974年8月生,硕士研究生。2005年至今在盐津铺子工作,现任盐津铺子食品股份有限公司董 事长兼总经理、湖南盐津铺子控股有限公司执行董事兼总经理。 张学武用20年时间把盐津铺子打造成休闲零食巨头,聚焦中国风味零食、健康高蛋白和健康甜味三大板 块,用供应链和全球化布局构建护城河。 瑞财经 1月13日,由瑞财经推出的"2025年度食品行业十大杰出人物"榜单揭晓,盐津铺子董事长张学武 入选。 | 序号 | 姓名 | 职务 | | --- | --- | --- | | 1 | 张学武 | 盐津铺子董事长 | | 2 | 刘卫平 | 卫龙董事长 | | 3 | 蔡金垵 | 盼盼食品董事长 | | 4 | 陈先保 | 洽洽食品董事长 | | 5 | 杨明超 | 锅圈董事长 | | 6 | 姚忠良 | 白象食品董事长 | | 7 | 章燎源 | 三只松鼠董事长 | | 8 22 | 曼 | 鸣鸣很忙董事长 | | 9 | 马相杰 | 双汇发展总裁 | | 10 | 価超群 | 千禾味业董事长 | | | 糖单边服· ...
盐津铺子跌2.01%,成交额1.71亿元,主力资金净流出108.93万元
Xin Lang Zheng Quan· 2026-01-13 04:18
1月13日,盐津铺子盘中下跌2.01%,截至11:14,报74.18元/股,成交1.71亿元,换手率0.93%,总市值 202.30亿元。 资金流向方面,主力资金净流出108.93万元,特大单买入875.97万元,占比5.13%,卖出1475.66万元, 占比8.65%;大单买入3646.05万元,占比21.37%,卖出3155.29万元,占比18.49%。 分红方面,盐津铺子A股上市后累计派现14.28亿元。近三年,累计派现10.32亿元。 机构持仓方面,截止2025年9月30日,盐津铺子十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股687.55万股,相比上期减少217.73万股。富国消费主题混合A(519915)位居第六大流通 股东,持股258.18万股,相比上期增加28.03万股。富国价值创造混合A(011099)位居第七大流通股 东,持股219.88万股,相比上期增加15.37万股。工银圆兴混合(009076)位居第九大流通股东,持股 170.00万股,相比上期减少30.00万股。兴全商业模式混合(LOF)A(163415)位居第十大流通股东,持 股150.68万股,相比上期减少22. ...
酱酒品牌剩者为王,大众品重视春节催化:食品饮料行业周报(20260105-20260111)-20260112
Huachuang Securities· 2026-01-12 11:12
Investment Rating - The report maintains a "Recommendation" rating for the food and beverage industry, indicating an expected increase in the industry index exceeding the benchmark index by more than 5% in the next 3-6 months [26]. Core Insights - The report emphasizes that the remaining brands in the sauce liquor sector will thrive, while mass-market products are expected to benefit from the upcoming Spring Festival [2][8]. - The dairy sector is showing signs of improvement, with a potential rebound in raw milk prices and a narrowing supply-demand gap, which could lead to increased demand for processed dairy products [6]. - The beverage and snack categories are experiencing sustained growth, with specific segments like energy drinks and konjac snacks showing remarkable sales increases despite overall declines in the snack market [6]. - The report highlights a significant shift in the sauce liquor industry, where pricing strategies are becoming more pragmatic, with a new growth level emerging around the 200 yuan price point as lower-tier brands face market exit pressures [6][8]. - The report suggests that leading liquor companies should maintain operational stability during this industry downturn, focusing on balanced investments in base liquor to prepare for future market recovery [8]. Summary by Sections Industry Overview - The food and beverage sector consists of 126 listed companies with a total market capitalization of 44,935.30 billion yuan, representing 3.54% of the market [3]. - The circulating market value stands at 43,859.19 billion yuan, accounting for 4.28% of the total market [3]. Performance Metrics - The absolute performance of the industry over the past month is 1.3%, with a relative performance decline of 2.2% compared to the benchmark [4]. - Over the past 12 months, the industry has seen a relative performance decline of 25.2% [4]. Sector-Specific Insights - Dairy products are expected to benefit from a favorable pricing environment and improved supply dynamics, with major companies actively preparing for the Spring Festival [6]. - The beverage sector is witnessing growth in specific categories, with leading brands launching targeted marketing campaigns for the holiday season [6]. - The sauce liquor market is undergoing a consolidation phase, with a focus on brand strength and market share recovery among leading companies [6][8].
行业周报:肉奶价格有望共振上行,关注零食春节行情催化-20260111
KAIYUAN SECURITIES· 2026-01-11 10:12
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The supply-demand structure of raw milk is improving, and the snack food sector continues to show upward momentum. The food and beverage index increased by 2.1% from January 5 to January 9, ranking 24th among 28 sectors, underperforming the CSI 300 by approximately 0.7 percentage points. Sub-sectors such as processed foods (+6.7%), soft drinks (+5.8%), and snacks (+4.5%) performed relatively well [3][10][12]. Summary by Relevant Sections Weekly Insights - The supply-demand dynamics for raw milk are optimizing, and the snack food sector is experiencing sustained growth. The recent policy by the Ministry of Commerce to implement safeguard measures on imported beef is expected to alleviate the impact on domestic industries, leading to a potential increase in beef prices over the next 2-3 years. The domestic dairy sector is facing challenges, with a continuous reduction in dairy cow inventory, which may lead to a widening supply-demand gap post-Spring Festival [10][11]. Market Performance - The food and beverage index rose by 2.1% from January 5 to January 9, ranking 24th out of 28 sectors, and underperformed the CSI 300 by about 0.7 percentage points. Leading individual stocks included Qianwei Yangchun, Anji Food, and Yangyuan Beverage, while stocks like Jiabi You, *ST Chuntian, and Xianle Health saw declines [12][13]. Upstream Data - As of January 6, the GDT auction price for whole milk powder was $3,407 per ton, reflecting a 10.4% year-on-year decrease. The domestic fresh milk price was 3.03 yuan per kilogram, down 2.9% year-on-year. The domestic milk price is expected to remain under pressure in the short to medium term [19][21]. Recommended Stocks - The report recommends focusing on companies that are likely to benefit from the improving raw milk supply-demand balance and the growth in the snack food sector. Notable mentions include: - Yuran Agriculture: Expected to benefit from the recovery in raw milk prices. - Modern Dairy: Anticipated to gain from the overall industry improvement. - Yili Group and Mengniu Dairy: Expected to see positive impacts from the anticipated recovery in milk prices [10][11]. Snack Food Sector - The snack food sector is projected to continue its upward trend, particularly during the Spring Festival season. Companies such as Weilang Delicious, Ganyuan Food, and Yanjin Food are highlighted for their potential growth due to seasonal demand and strategic initiatives [11][12].
盐津铺子张学武:坚守长期主义 迎接中国风味零食新未来
Shang Hai Zheng Quan Bao· 2026-01-08 16:57
"面向未来,我们将坚守长期主义,聚焦'中国风味零食''健康高蛋白零食''健康甜味零食'三大战略板 块,努力打造一个世界级的休闲零食品牌。"近日,盐津铺子董事长张学武向上海证券报记者表示。 聚焦休闲零食三大战略板块 在张学武看来,盐津铺子的未来建立在休闲食品三大战略板块之上。其中,以魔芋零食、豆制品零食为 代表的中国风味零食板块大有可为,有望率先发力。 "魔芋作为一种健康的全球性超级食材,将成为中国风味零食的最佳载体。以魔芋为核心的中国风味零 食,有望像乐事的薯片一样,成长为一个全球性品类,这是盐津铺子未来增长的第一曲线。同样基于植 物基蛋白的豆腐零食,将成为继麻酱素毛肚之后,推动风味零食品类增长的第二大引擎。"张学武表 示。 实际上,盐津铺子已在中国风味零食板块打造出战略子品牌——"大魔王"。据介绍,"大魔王"品牌自 2023年10月创立以来,短短两年内实现了跨越式增长:2024年,"大魔王"系列含税销售额突破10亿元, 成为盐津铺子首个10亿级大单品。其中,"大魔王"麻酱素毛肚上市16个月便实现单月销售额破亿元(含 税),创下行业纪录。 张学武介绍说,在健康高蛋白零食板块,盐津铺子已经孵化"蛋皇"鹌鹑蛋等品 ...
盐津铺子张学武:坚守长期主义迎接中国风味零食新未来
Shang Hai Zheng Quan Bao· 2026-01-08 16:49
Core Viewpoint - Salted Fish is committed to long-termism, focusing on three strategic segments: "Chinese-flavored snacks," "healthy high-protein snacks," and "healthy sweet snacks," aiming to build a world-class snack brand [1] Strategic Segments - The company sees significant potential in the Chinese-flavored snacks segment, particularly with konjac and bean-based snacks, which are expected to drive growth [2] - The "Da Mo Wang" brand, launched in October 2023, achieved remarkable growth, with projected sales exceeding 1 billion yuan in 2024, marking it as the first 10 billion yuan product for Salted Fish [2] - In the healthy high-protein snacks segment, the company has developed brands like "Egg Emperor" quail eggs, with expectations for high-quality egg products to become popular globally [2] - The healthy sweet snacks segment will focus on dried fruits, baked goods, and jellies, promoting health upgrades [3] Core Competencies - Salted Fish emphasizes the importance of product quality, focusing on building four core competencies: supply chain management, smart manufacturing, innovation, and brand building [4] - The company has invested in a robust supply chain, sourcing high-quality raw materials from regions like Indonesia and Southeast Asia, ensuring stability and safety [4] - Smart manufacturing initiatives include the establishment of a modern quail egg breeding base, enabling rapid processing from farm to factory [4] - Continuous innovation in flavor and technology is crucial for transforming traditional ingredients into popular products, enhancing product quality and consumer trust [5] - The company has demonstrated its brand-building capabilities through successful brands like "31 Degree Fresh," "Da Mo Wang," and "Egg Emperor" [5] Global and Domestic Market Strategy - Salted Fish aims to compete with international giants like Lays and Mondelez, leveraging its brand "Mowon" for global market penetration, with products already in 25 countries [6] - In the domestic market, the company seeks to empower distributors through collaboration in branding, product offerings, and services, enhancing their operational capabilities [6] - The company is actively creating a "big ecosystem" for snacks through brand collaborations and cross-industry partnerships, exemplified by its strategic cooperation with Liu Biju and the launch of the "Spicy Tofu" product in collaboration with Nongshim [6]
休闲食品板块1月8日涨0.3%,紫燕食品领涨,主力资金净流入3422.22万元
Zheng Xing Xing Ye Ri Bao· 2026-01-08 08:51
证券之星消息,1月8日休闲食品板块较上一交易日上涨0.3%,紫燕食品领涨。当日上证指数报收于 4082.98,下跌0.07%。深证成指报收于13959.48,下跌0.51%。休闲食品板块个股涨跌见下表: 从资金流向上来看,当日休闲食品板块主力资金净流入3422.22万元,游资资金净流出1803.99万元,散户 资金净流出1618.22万元。休闲食品板块个股资金流向见下表: | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002847 | 盐津铺子 | -3822.04万 | 12.97% | 1461.87万 | 4.96% | -5283.91万 | -17.93% | | 603057 | 紫燕食品 | 1572.80万 | 4.43% | -1266.23万 | -3.57% | -306.57万 | -0.86% | | 300973 立高食品 | | 1557.62万 | 8.35% | 2468.90万 ...
盐津铺子1月6日获融资买入1152.74万元,融资余额1.74亿元
Xin Lang Cai Jing· 2026-01-07 01:29
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A股上市后累计派现14.28亿元。近三年,累计派现10.32亿元。 1月6日,盐津铺子涨0.26%,成交额1.83亿元。两融数据显示,当日盐津铺子获融资买入额1152.74万 元,融资偿还1906.67万元,融资净买入-753.93万元。截至1月6日,盐津铺子融资融券余额合计1.76亿 元。 机构持仓方面,截止2025年9月30日,盐津铺子十大流通股东中,香港中央结算有限公司位居第四大流 通股 ...
盐津铺子食品股份有限公司 2026年第一次临时股东会决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-06 23:51
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002847 证券简称:盐津铺子 公告编号:2026-002 盐津铺子食品股份有限公司 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况 (一)会议召开日期和时间: 现场会议时间为:2026年1月6日下午15:00 网络投票时间为:通过深圳证券交易所交易系统进行网络投票的具体时间为:2026年1月6日上午9:15一 9:25,9:30一11:30,下午13:00-15:00;通过深圳证券交易所互联网投票系统投票的具体时间为:2026 年1月6日(现场股东会召开当日)上午9:15至当日下午15:00。 (二)现场会议召开地点:湖南省长沙市雨花区长沙大道运达中央广场写字楼A座,盐津铺子食品股份 有限公司总部行政会议室。 2026年第一次临时股东会决议公告 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。 特别提示: 1、本次股东会未出现否决议案的情形; (二)现场会议出席情况 参加本次股东会现场会议的股东、股东代表及委托代理人共计12人,代表股份170,197,238股,占公司有 表决权股 ...