Core Viewpoint - The company Jinzhai Food (stock code: 003000) announced the implementation of its 2025 semi-annual equity distribution plan, detailing cash dividends to shareholders [1] Summary by Relevant Sections - **Equity Distribution Details** - The distribution is based on a total share capital of 450,894,159 shares, minus 11,124,000 shares held in the repurchase account, resulting in a base of 439,770,159 shares for the cash dividend distribution [1] - The company will distribute a cash dividend of 1.0 yuan (including tax) for every 10 shares held, totaling a cash payout of 43,977,015.90 yuan [1] - **Key Dates** - The record date for shareholders is set for September 24, 2025, while the ex-dividend date is September 25, 2025 [1] - **Dividend Payment Process** - The company has entrusted China Securities Depository and Clearing Corporation Limited Shenzhen Branch to distribute cash dividends to A-share shareholders, with some being self-distributed [1] - The ex-dividend price is calculated as the closing price on the record date minus 0.0975329 yuan per share [1]

本次权益分派方案实施后，根据股票市值不变原则，实施权益分派前后公司 总股本保持不变，现金分红总额分摊到每一股的比例将减小。本次权益分派实施 后除权除息价格计算时，每 10 股现金红利应以 0.975329 元/股计算，每股现金 红利以 0.0975329 元/股计算（每股现金红利=现金分红总额/总股本，即 0.0975329 元/股=43,977,015.90 元÷450,894,159 股）。因此，本次权益分派实施后的除权 除息价格=股权登记日收盘价-0.0975329 元/股。 一、股东会审议通过利润分配方案的相关情况 证券代码：003000 证券简称：劲仔食品 公告编号：2025-068 劲仔食品集团股份有限公司 2025 年半年度权益分派实施公告 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、劲仔食品集团股份有限公司（以下简称"公司"）回购专用证券账户中 的股份 11,124,000 股不参与本次权益分派。公司 2025 年半年度权益分派方案为： 以本次权益分派股权登记日的总股本 450,894,159 股，扣除回购账户 11,124 ...

Group 1 - The company, Jinzhai Food, has commenced operations at its Beihai base in July, which is expected to enhance production capacity and ensure product supply [1]

Group 1 - The company has established an international trade department to focus on expanding its overseas market [2] - The company anticipates a growth of over 90% in its overseas business in 2024 [2] - The company is actively developing key regional markets to drive the growth of its overseas operations [2]

Group 1 - The company has acknowledged that capacity constraints have historically impacted its sales performance [2] - The North Sea production facility commenced operations in July and is currently in the process of gradually increasing capacity to ensure product supply [2]

Group 1 - The company, Jinzhai Food, reported that as of September 10, the number of shareholders reached 30,791 [1]

Summary of Key Points Core Viewpoint - The company, Jinzhai Food, has experienced a decrease in shareholder accounts and a decline in both revenue and net profit in the first half of the year, despite receiving multiple buy ratings from institutions. Group 1: Shareholder and Stock Performance - As of September 10, the number of shareholders for Jinzhai Food was 30,791, a decrease of 2,279 from the previous period, representing a decline of 6.89% [2] - The closing price of Jinzhai Food was 12.40 yuan, up 0.24%, with a cumulative decline of 1.04% since the concentration of shares began, showing 6 days of increase and 5 days of decrease in stock price [2] Group 2: Financial Performance - In the first half of the year, Jinzhai Food achieved operating revenue of 1.124 billion yuan, a year-on-year decrease of 0.50% [2] - The net profit for the same period was 112 million yuan, down 21.86% year-on-year, with basic earnings per share at 0.2512 yuan and a weighted average return on equity of 7.80% [2] Group 3: Institutional Ratings - Over the past month, Jinzhai Food received buy ratings from 20 institutions, with the highest target price set at 16.24 yuan by Guotai Junan on August 30 [2]

Group 1: Industry Overview - Konjac, known as "human cat strips," is becoming a phenomenon in the snack food market, attracting significant attention from various companies [1][5] - The konjac food industry has experienced a compound annual growth rate of 20% over the past decade, with the market size expected to reach 26.9 billion yuan in 2024 [5] - Major snack companies are increasingly entering the konjac segment, including Salted Fish Pouch, Wei Long, and Qiaqia Food, among others [1][6][7] Group 2: Company Performance - Salted Fish Pouch reported a revenue of 29.41 billion yuan in the first half of 2025, a year-on-year increase of 19.58%, with konjac snacks contributing 7.91 billion yuan, up 155.10% [6][7] - Wei Long's revenue reached 34.83 billion yuan in the first half of 2025, growing 18.5%, with konjac products driving a 44.3% increase in the vegetable product segment [5][6] - Qiaqia Food's revenue declined by 5.05% to 27.52 billion yuan in the first half of 2025, despite launching new konjac products [8] Group 3: Market Competition - The competition among snack companies is intensifying, with the number of stores for the "Ming Ming Very Busy" group surpassing 20,000 nationwide [3][10] - Companies are focusing on expanding their presence in snack retail channels, with Salted Fish Pouch emphasizing a strategy shift towards channel dominance [11][12] - Three Squirrels is also exploring opportunities in the konjac segment while investing in community snack stores to enhance competition [8][12][13]

Core Viewpoint - The emergence of konjac as a phenomenon-level snack product is driving significant revenue growth for various snack companies, with notable contributions from brands like Salted Fish Pouch and Wei Long [1][4][5]. Group 1: Company Performance - Salted Fish Pouch's konjac snack brand "Da Mo Wang" generated revenue of 791 million yuan in the first half of 2025, a year-on-year increase of 155.10%, accounting for 26.90% of total revenue [1][6]. - Wei Long's konjac products "Mo Yu Shuang" and "Xiao Mo Nu" significantly boosted its vegetable product segment revenue by 44.3% to 2.109 billion yuan, representing 60.5% of total revenue in the first half of 2025 [5][6]. - The overall revenue for Wei Long reached 3.483 billion yuan, with a net profit of 736 million yuan, both reflecting an 18.5% year-on-year growth [2][5]. Group 2: Market Trends - The konjac food industry has experienced a compound annual growth rate of 20% over the past decade, with a projected market size of 26.9 billion yuan by 2024 [4]. - More than 30 companies, including Qiaqia Food, Three Squirrels, and Liangpinpuzi, are entering the konjac snack market, indicating a competitive landscape [6][8]. Group 3: Channel Expansion - The snack industry is witnessing intense competition in the retail channel, with the Mingming Hen Mang Group surpassing 20,000 stores nationwide, prompting companies to focus on snack retail channels [10][12]. - Salted Fish Pouch has shifted its strategy to prioritize channel development, with over 70% of its revenue coming from distribution channels, including snack retail and community group buying [10][12]. - Qiaqia Food reported a significant increase in revenue from snack retail channels, growing from approximately 5 million yuan in January 2023 to around 45 million yuan in April 2024 [11][12].

证券日报网讯9月12日晚间，劲仔食品（003000）发布关于2023年限制性股票激励计划预留授予部分第 二个限售期解除限售股份上市流通的提示性公告称，公司本次符合解除限售条件的激励对象为1人，解 除限售的限制性股票数量为175，000股，占目前公司股本总额的0.0388%。本次解除限售的限制性股票 的上市流通日期为2025年9月16日。 ...