劲仔食品集团股份有限公司（以下简称"公司"）近日接到公司控股股东、 实际控制人周劲松先生的通知，获悉其所持有本公司的部分股份办理了补充质押 业务，具体事项如下： 一、股东股份补充质押基本情况 | 股东 名称 | 是否为控股股 东或第一大股 东及其一致行 动人 | 本次质押股份 数量（股） | 占其所持 股份比例 | 占公司 总股本 比例 | 是否为 限售股 （如是，注 明限售类 型） | 是否 为 补充 质押 | 质押起 始日 | 质 押 到 期日期 | 质权人 | 质押用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 周劲松 | 是 | 5,000,000 | 2.90% | 1.11% | 是（高管 限售股） | 是 | 2026- 3-24 | 9999- 01-01 | 招商证券 股份有限 公司 | 补充质押 | | 合计 | — | 5,000,000 | 2.90% | 1.11% | — | — | — | — | — | — | 1、本次股份补充质押基本情况 二、股东股份累计质押情况 证券代码： ...

Investment Rating - The report maintains a positive investment rating for the food and beverage industry, highlighting strategic opportunities during the "14th Five-Year Plan" period [3]. Core Insights - The report emphasizes two major directions for investment: the focus on health food due to the increase in life expectancy and the encouragement of new business models and channels [5][6]. - The anticipated increase in average life expectancy to 80 years by 2030 is expected to shift health management from a disease-centered approach to a health-centered one, creating new demand for health foods [8][9]. - The report identifies community-oriented value-for-money formats and new retail supermarkets as key areas for growth, with companies like Mingming Hen Mang and Guoquan expanding their store numbers [12][11]. Summary by Sections Section 1: "14th Five-Year Plan" Focus on Consumption - The report outlines the goal of increasing average life expectancy and the shift towards proactive health management, which is expected to drive demand for health foods [8]. - It highlights the emergence of personalized health food demands, including emotional relief, weight management, and sleep management, as well as the trend towards lighter food forms like snack bars and grain powders [9]. Section 2: Encouragement of New Business Models - The report discusses the encouragement of high-quality development in wholesale and retail, as well as the expansion of community-based services and convenience living circles [11]. - It notes the rapid expansion of community-oriented value-for-money formats and new retail supermarkets, which are expected to continue thriving [12]. - The report also mentions the potential benefits for upstream supply chain companies due to category expansion and the development of private label products by downstream stores [12]. Section 3: Investment Recommendations - The report suggests focusing on high-quality health food categories that are expected to experience structural growth, as well as efficient and high-experience downstream channels that will continue to thrive [6]. - Key companies to watch include Dongpeng Beverage, Nongfu Spring, and various others in both upstream and downstream sectors [16].

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。 劲仔食品集团股份有限公司（以下简称"公司"）于近日收到国联民生证券 承销保荐有限公司（以下简称"国联民生承销保荐"）出具的《关于更换持续督 导保荐代表人的函》，公司持续督导的保荐代表人发生变更，具体情况如下： 国联民生承销保荐作为公司 2022 年度非公开发行股票的保荐机构，原委派 赵凯和孙振负责持续督导工作。公司本次非公开发行股票募集资金已于 2025 年 12 月使用完毕，国联民生承销保荐部分持续督导义务尚未履行完毕。现因孙振 工作调整，不再负责公司本次非公开发行股票的持续督导工作，为保证相关工作 的有序进行，国联民生承销保荐现委派阙雯磊（简历详见附件）接替孙振，继续 履行持续督导相关工作。 本次保荐代表人变更后，公司 2022 年度非公开发行股票的持续督导保荐代 表人为赵凯和阙雯磊，持续督导期限至中国证券监督管理委员会和深圳证券交易 所规定的持续督导义务结束为止。 公司董事会对原保荐代表人孙振先生在持续督导期间所做的贡献表示衷心 感谢。 证券代码：003000 证券简称：劲仔食品 公告编号：2026-007 ...

Investment Rating - The report rates the industry as "Buy" [5] Core Insights - The 2026 Spring Festival consumption exceeded expectations, with service consumption leading the growth, driven by a significant increase in dining and travel demand [2][7] - The report highlights a notable recovery in the travel sector, with an expected total of 9.5 billion people traveling during the Spring Festival, marking a historical high [10][12] - The report emphasizes the importance of quality and experience in consumer spending, with a shift towards premium products and services [7][19] Summary by Sections 1. Spring Festival Consumption Trends - The Spring Festival holiday from February 15 to 23, 2026, saw a "good start" in consumption, with key retail and dining enterprises reporting a 10.6% increase in average daily sales compared to the same period in 2025 [10][22] - The first four days of the holiday recorded an 8.6% increase in average daily sales for key retail and dining enterprises compared to the previous year [10][19] - Government initiatives, including a 20.5 billion yuan fund for consumer subsidies, significantly boosted consumer spending [11][10] 2. Baijiu (Chinese Liquor) Market - The Baijiu market showed signs of improvement, with a narrowing decline compared to previous major holidays, although brand differentiation became more pronounced [27][30] - High-end Baijiu brands like Moutai and Wuliangye continued to lead the market, with a focus on price elasticity and rational consumer behavior [27][30] - The report identifies three key changes in the Baijiu market: increased importance of personal consumption, a more relaxed approach from manufacturers regarding sales targets, and improved channel sentiment [30][31] 3. Snack and Food Market - The snack market is expected to benefit from an extended peak season, with a longer preparation and sales cycle compared to 2025 [33][34] - Offline channels, particularly membership-based supermarkets and discount stores, are performing better than online channels, with significant growth in sales during the holiday period [34][35] - The report notes a diversification in snack offerings, with strong performance in high-quality nut gift boxes and innovative packaging strategies enhancing brand visibility [35][36]

Group 1 - The core point of the article is that Jinzhai Food reported a total of 29,990 shareholders as of February 10, 2026 [2]

Group 1 - The core point of the article is that as of February 10, 2026, the number of shareholders for Jinzhai Food reached 29,990 households [2]

Core Viewpoint - The upcoming Spring Festival is driving a sales peak in the snack industry, with various channels actively stocking up and nut gift boxes selling well [1] Group 1: Industry Trends - The leisure snack sector is experiencing a surge in sales as the Spring Festival approaches, leading to increased inventory across multiple channels [1] - Supermarket channels are seeing a significant rise in bulk snack sales, indicating strong consumer demand [1] Group 2: Company Insights - Wancheng Group has initiated its New Year Festival promotions from early January, resulting in increased store sales and customer traffic [1] - Jinzhai Foods has ramped up production across its three major production bases, achieving a daily output capacity of over 10 million packages for its core products to ensure a steady supply [1]

Group 1 - On February 6, a total of 4 listed companies had their restricted shares unlocked, with a total market value of approximately 826 million yuan [1] - The specific details of the restricted share unlocks are as follows: - Huqin Technology (Stock Code: 603296) had 774,700 shares released from equity incentive restrictions [1] - Yihua Co., Ltd. (Stock Code: 002897) had 2,042,900 shares released from equity incentive restrictions [1] - Jinzhai Food (Stock Code: 003000) had 47,899,200 shares released from the issuance of A-shares to original shareholders [1] - Longxun Co., Ltd. (Stock Code: 688486) had 1,800 shares released [1]

Core Viewpoint - The company, Jin Zai Food Group Co., Ltd., is set to lift the trading restrictions on 47,899,159 shares, which represents 10.6231% of its total share capital, effective February 10, 2026. These shares will be converted into locked shares for executives, resulting in no shares being available for public trading [1][6][7]. Group 1: Share Issuance and Restrictions - The company received approval from the China Securities Regulatory Commission for a non-public issuance of 47,899,159 shares, which were listed on February 7, 2023, with a lock-up period of 36 months [1][2]. - Following the non-public issuance, the total number of A-shares increased from 403,200,000 to 451,099,159, with 225,137,840 shares subject to trading restrictions [1][2]. Group 2: Share Buyback and Capital Changes - The company held several shareholder meetings to approve the buyback and cancellation of restricted shares, reducing the total share capital from 451,099,159 to 450,894,159 shares through various buyback actions [2][3]. - As of the latest announcement, the total share capital stands at 450,894,159 shares, with 142,833,864 shares under trading restrictions, accounting for 31.68% of the total [3][5]. Group 3: Shareholder Commitments - The controlling shareholder, Mr. Zhou Jinsong, has committed not to reduce his holdings of the shares for 12 months following the lifting of trading restrictions, demonstrating confidence in the company's future [4][5]. - The shareholder has adhered to all commitments, ensuring that there are no violations affecting the listing of the restricted shares [5][12]. Group 4: Compliance and Verification - The company’s actions regarding the lifting of trading restrictions comply with the relevant regulations of the Shenzhen Stock Exchange [11][12]. - The sponsor institution has confirmed that the information disclosed by the company is accurate and complete, with no objections to the lifting of the trading restrictions [11][12].

Core Viewpoint - The company is committed to rural revitalization through mechanisms that promote sustainable income for farmers and contribute to local economic development, thereby advancing common prosperity [1] Group 1 - The company has established a long-term mechanism for rural revitalization, focusing on employment, orders, and assistance to drive continuous income growth for farmers [1] - The company prioritizes hiring local farmers and provides professional skills training to help them become skilled industrial workers [1] - The company is exploring cooperative models that link the interests of farmers, utilizing a "company + base (cooperative) + farmer" management approach for sourcing agricultural products [1]