证券日报网讯 8月20日晚间，盐津铺子发布公告称，公司第四届董事会第十九次会议审议通过了《关于 的议案》等多项议案。 （文章来源：证券日报） ...

（企业公告） 8月20日，盐津铺子发布2025年半年报。当中披露，2025年上半年，公司实现营业收入29.41亿元，同比 增长19.58%，主要系公司聚焦核心品类，魔芋品类已实现全渠道、全球布局，并且渠道结构优化，新 渠道放量；同期，公司取得归属净利润3.73亿元，同比增长16.70%。 ...

Growth - SOTONG Development reported a net profit of 523 million yuan in the first half of the year, a year-on-year increase of 1568.52% [2] - Muyuan Foods achieved a net profit of 10.53 billion yuan, reflecting a year-on-year growth of 1169.77% [2] - Spring Autumn Electronics posted a net profit of 93.32 million yuan, up 248.44% year-on-year [2] - Baobian Electric's net profit reached 75.37 million yuan, marking a year-on-year increase of 230.76% [2] - Baiyun Airport reported a net profit of 750 million yuan, with a year-on-year growth of 71.32% [2] - Hengdian East Magnetic's net profit was 1.02 billion yuan, showing a year-on-year increase of 58.94% [2] - China XD Electric recorded a net profit of 598 million yuan, up 30.08% year-on-year [2] - Heng Rui Medicine achieved a net profit of 4.45 billion yuan, reflecting a year-on-year growth of 29.67% [2] - Yanjinpuzi reported a net profit of 373 million yuan, with a year-on-year increase of 16.7% [2] - Lizhu Group posted a net profit of 1.281 billion yuan, marking a year-on-year growth of 9.4% [2] Decline and Loss - Zhongheng Electric reported a net profit of 47.48 million yuan, a year-on-year decline of 30.19% [2] - Yonghui Supermarket experienced a net loss of 241 million yuan, transitioning from profit to loss year-on-year [2] - Wantai Biological Pharmacy reported a net loss of 144 million yuan, also transitioning from profit to loss year-on-year [2] - Jimin Health reported a net loss of 52.70 million yuan [2]

2023年第二期限制性股票激励计划于2023年9月启动，同样经过多轮审议，于2023年10月17日向31名激 励对象授予140.00万股限制性股票。在2024 - 2025年，也进行了相关的解除限售及回购注销操作。 2025年8月20日， 盐津铺子 食品股份有限公司（以下简称"盐津铺子"）召开第四届董事会第十九次会议 和第四届监事会第十七次会议，审议通过了《关于回购注销部分2023年第一期和第二期限制性股票激励 计划激励对象已获授但尚未解除限售限制性股票的议案》，公司拟回购注销5名已离职激励对象所持有 的已获授但尚未解除限售限制性股票70,000股，该议案尚需提交公司股东会审议。 2023年两期激励计划回顾 盐津铺子2023年第一期限制性股票激励计划自2023年5月启动，历经多轮董事会、监事会会议审议，包 括激励计划草案、调整授予数量和价格、授予激励对象等关键事项的决策。期间，激励对象人数、授予 股票数量等均有调整，最终于2023年6月19日完成328.5万股限制性股票登记工作，授予81名激励对象。 此后，在2024 - 2025年间，分别进行了部分限制性股票的回购注销以及解除限售等操作。 股权结构及业绩影响 ...

Core Insights - Salted Fish Food Co., Ltd. reported a revenue of 2.941 billion yuan for the first half of 2025, representing a year-on-year growth of 19.58%, and a net profit attributable to shareholders of 373 million yuan, up 16.70% year-on-year [1] - The growth is primarily driven by explosive growth in konjac snacks, with the strategic brand "Big Devil" successfully enhancing overall profitability [1] - The konjac product category is in an expansion phase, and the company aims to solidify the strategic core position of konjac products and increase the market share of "Big Devil" [1] Revenue Breakdown - The revenue from the leisure konjac products segment reached 791 million yuan in the first half of the year, accounting for 26.90% of total revenue, with a year-on-year growth of 155.10%, confirming its status as the fastest-growing category [1] - The "Big Devil" series is projected to exceed 1 billion yuan in annual sales in 2024, entering the 1 billion yuan product category [2] Product Development - The "Big Devil" series launched a new product in collaboration with Samyang Foods, known for its "Fire Noodle," featuring "Spicy Konjac Fire Chicken Sauce," showcased at the 26th SIAL International Food Exhibition [3] International Expansion - The company is actively expanding its konjac product line in overseas markets, successfully entering Southeast Asia and establishing its own brand "Mowon" in Thailand and the United States [4] - In the U.S. market, the core product "Liubiju Sesame Sauce Konjac" has been listed in the well-known supermarket 99 Ranch Market and showcased in key stores like Santa Anita Mall [4] - The company plans to further expand its konjac products in Southeast Asia, with over 80% of overseas sales currently coming from Thailand, indicating strong confidence in future market expansion [4] Profitability Enhancement - The company's net profit margin for the first half of the year was 12.67%, with a decrease in sales expense ratio by 2.70 percentage points to 10.57% and an optimized management expense ratio of 3.55% [6] - The scale effect driven by the "Big Devil" strategic core product has further enhanced the "cost reduction and profit increase" logic [5][6] Strategic Outlook - Looking ahead, the company will focus on a strategy centered around "channel leadership, product superiority, and system support," continuing to deepen its "category brand" strategy and promoting six core categories to achieve strong single product performance [6]

Core Insights - The company reported a revenue of 2.941 billion yuan, representing a year-on-year growth of 19.58%, and a net profit attributable to shareholders of 373 million yuan, up 16.70% year-on-year [1][2] Group 1: Financial Performance - The growth in performance is primarily attributed to the explosive growth of konjac-based snacks, with the "category brand" strategy showing initial success, significantly enhancing overall profitability [1] - The konjac snack segment generated a revenue of 791 million yuan in the first half of the year, accounting for 26.90% of total revenue, and grew by 155.10% year-on-year, confirming its status as the fastest-growing category [1] - The net profit margin for the first half of the year was 12.67%, benefiting from the scale-up of key products [2] Group 2: Strategic Developments - The company launched its first strategic sub-brand "Da Mo Wang" in October 2023, with sales expected to exceed 1 billion yuan (including tax) in 2024, positioning it among the top 10 billion yuan products [1] - The "Da Mo Wang" series achieved a monthly sales record of over 100 million yuan within 16 months of its launch, marking the fastest record in the industry [1] - The company is expanding its konjac product line into overseas markets, successfully entering Southeast Asia and the United States, with the "Mowon" brand gaining traction [2] Group 3: Future Outlook - The company plans to continue its "channel-driven, product-leading, and system-supporting" strategy, deepening the "category brand" approach to promote strong single products across six core categories [3] - The company aims to leverage its omnichannel capabilities to deliver healthy and delicious snacks to consumers both domestically and internationally [3]

Core Insights - The company reported a revenue of 2.941 billion yuan for the first half of 2025, representing a year-on-year growth of 19.58% and a net profit attributable to shareholders of 373 million yuan, up 16.70% year-on-year [1] - The growth in performance is primarily attributed to the explosive growth of konjac snacks, with the "category brand" strategy showing initial success, significantly enhancing overall profitability [1] - The konjac product line is in an expansion phase, and the company plans to solidify the strategic core position of konjac as a key product [1] Revenue Breakdown - Revenue from konjac snacks reached 791 million yuan in the first half of the year, accounting for 26.90% of total revenue, with a year-on-year growth of 155.10%, confirming its status as the fastest-growing category [1] Strategic Developments - In October 2023, the company launched its first strategic sub-brand "Da Mo Wang," which achieved annual sales exceeding 1 billion yuan (including tax) in 2024, entering the billion-yuan product category [2] - The company is actively expanding its konjac product line in overseas markets, successfully entering Southeast Asia with its own brand "Mowon," and making inroads into the Thai and U.S. markets [2] - The core product "Liubiju Sesame Sauce Vegetarian Beef" from the "Mowon" brand has been launched in well-known U.S. supermarket 99 Ranch Market and showcased in key stores like Santa Anita Mall [2] Profitability and Future Outlook - The net profit margin for the first half of the year was 12.67%, benefiting from the scale-up of major products [2] - Looking ahead, the company aims to deepen its "category brand" strategy around the strategic pillars of "channel leadership, product superiority, and system support," while promoting strong single products across six core categories [2]

Core Insights - The company reported a revenue of 2.941 billion yuan for the first half of 2025, marking a year-on-year growth of 19.58%, and a net profit attributable to shareholders of 373 million yuan, up 16.70% year-on-year [1] - The growth in performance is primarily attributed to the explosive growth of konjac snacks and the successful implementation of the "category brand" strategy, which significantly enhanced overall profitability [1] - The konjac product category is in an expansion phase, with plans to solidify the strategic core product position of "Da Mo Wang" and further increase its market share [1] Revenue Breakdown - The revenue from the leisure konjac products segment reached 791 million yuan in the first half of the year, accounting for 26.90% of total revenue, and showing a year-on-year increase of 155.10%, confirming its position as the fastest-growing category [1] Strategic Developments - In October 2023, the company launched its first strategic sub-brand "Da Mo Wang" [2] - The "Da Mo Wang" series is projected to exceed 1 billion yuan in annual sales in 2024, with the "Sesame Sauce Konjac" product achieving over 100 million yuan in monthly sales within just 16 months of its launch, setting a record for the fastest product to reach this milestone in the industry [3] - The company has also expanded its konjac product offerings into overseas markets, successfully entering Southeast Asia and establishing its own brand "Mowon" in Thailand and the United States [4] Profitability and Cost Management - The company's net profit margin for the first half of the year was 12.67%, with a reduction in sales expense ratio by 2.70 percentage points to 10.57% and an optimized management expense ratio of 3.55% [6] - The scale effect driven by the "Da Mo Wang" strategic core product has further enhanced the logic of "cost reduction and profit increase" [5][6] Future Outlook - The company plans to continue deepening its "category brand" strategy, focusing on six core categories to drive strong single product performance, while leveraging its omnichannel capabilities to reach consumers both domestically and internationally [6]

盐津铺子专注休闲零食行业，聚焦辣卤零食、烘焙薯类、深海零食、蛋类零食、果干坚果以及蒟蒻果冻 布丁等六大品类。报告期内，辣卤零食实现营收13.2亿元，同比增长47.05%；烘焙薯类实现营收4.59亿 元，同比下降18.42%；果干果冻实现营收4.28亿元，同比增长9.01%；深海零食实现营收3.63亿元，同 比增长11.93%；蛋类零食实现营收3.09亿元，同比增长29.57%。 北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月20日，盐津铺子公布2025年半年报，报告期内，公司 实现营业收入29.4亿元，同比增长19.6%；归母净利润为3.73亿元，同比增长16.7%。 盐津铺子在半年报中提及，在业务拓展方面，公司经历了由区域市场向全国市场的扩展，特别是在休闲 （咸味）零食和休闲烘焙点心领域，形成了两条增长曲线。公司还启动了供应链转型升级，推动智能制 造和数字化改革，以提升产品力和市场竞争力。此外，公司在2025年上半年持续加强了对核心品类的研 发创新，特别是在魔芋等产品在东南亚市场表现出色，显示出全球化战略布局的初步成效。 ...

智通财经APP讯，盐津铺子(002847.SZ)发布2025年半年度报告，报告期内，公司实现营业收入29.41亿 元，同比增长19.58%。实现归属于上市公司股东的净利润3.73亿元，同比增长16.70%。实现归属于上市 公司股东的扣除非经常性损益的净利润3.34亿元，同比增长22.50%。基本每股收益1.39元。 ...