北京商报讯（记者 郭秀娟 王悦彤）10月23日，劲仔食品发布2025年三季度报告。公司第三季度实现营 业收入6.85亿元，同比增长6.55%；归母净利润为6083.35万元，同比下降14.77%。前三季度实现营业收 入18.08亿元，同比增长2.05%；归母净利润为1.73亿元，同比下降19.51%。 ...

劲仔食品10月23日晚间公告，2025年第三季度实现营业收入6.85亿元，同比增长6.55%；归属于上市公 司股东的净利润6083.35万元，同比下降14.77%；基本每股收益0.1362元。前三季度实现营业收入18.08 亿元，同比增长2.05%；归属于上市公司股东的净利润1.73亿元，同比下降19.51%；基本每股收益 0.3874元。 ...

每经AI快讯，劲仔食品（SZ 003000，收盘价：11.81元）10月23日晚间发布三季度业绩公告称，2025年 前三季度营收约18.08亿元，同比增加2.05%；归属于上市公司股东的净利润约1.73亿元，同比减少 19.51%；基本每股收益0.3874元，同比减少19.78%。 截至发稿，劲仔食品市值为53亿元。 每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 （记者 曾健辉） ...

2025 年第三季度报告 劲仔食品集团股份有限公司 2025 年第三季度报告 证券代码：003000 证券简称：劲仔食品 公告编号：2025-070 劲仔食品集团股份有限公司 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 劲仔食品集团股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 期增减 | | 比上年同期增减 | | 营业收入（元） | 684,529,502.05 | 6.55% | 1,808 ...

劲仔食品公告，第三季度营收为6.85亿元，同比增长6.55%；净利润为6083.35万元，下降14.77%。前三 季度营收为18.08亿元，同比增长2.05%；净利润为1.73亿元，下降19.51%。 ...

Investment Rating - The report maintains a "Recommended" rating for the food and beverage industry [1] Core Views - The overall sales of liquor during the recent double festival are weak, with a year-on-year decline of 20%-30%, aligning with previous expectations. High-end brands like Moutai and Wuliangye performed relatively well, while lower-tier brands faced significant pressure [5] - The price stability of liquor during the double festival is noted, with slight increases observed post-festival. The report suggests monitoring price trends as e-commerce promotions begin [5] - The upcoming Sugar and Wine Conference is expected to provide marginal feedback, with the industry showing signs of bottoming out. The report emphasizes the importance of this event for potential recovery opportunities [6][7] Summary by Sections Recent Trends - The food and beverage sector has underperformed the Shanghai Composite Index, with a 0.61% increase compared to the index's 1.80% rise over the past two weeks [14] - The soft drink segment saw the highest increase of 9.98%, while several companies like Zhuangyuan Pasture and Yangyuan Beverage led the gains [14] Key Companies and Earnings Forecast - The report highlights several key companies with their respective earnings per share (EPS) and price-to-earnings (PE) ratios, recommending stocks such as Kweichow Moutai, Wuliangye, and Luzhou Laojiao for investment [25] - The report provides a detailed table of key companies, their stock prices, and projected earnings for 2024, 2025, and 2026, indicating a bullish outlook for several firms [25] Investment Strategy - The report suggests that recent policy changes may improve macroeconomic expectations, potentially enhancing both valuation and performance in the food and beverage sector. The overall valuation remains low, justifying the "Recommended" rating [8][23] - Specific recommendations include high-end liquor brands and popular consumer goods, indicating a diversified investment strategy across different segments of the food and beverage industry [8][23]

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights structural growth opportunities in new products and channels within the consumer goods sector, particularly in the context of the 25Q3 performance forecast [2] - The performance of various sub-sectors is expected to vary, with specific companies showing significant growth potential due to category advantages and new channel expansions [10][12][14][15][16][19][21][22] Sub-sector Summaries 1.1 Snack Foods - The performance in 25Q3 is expected to be differentiated, with companies like Wanchen Group projected to achieve a revenue growth of 39% and a net profit growth of 382% [2][25] - Emphasis is placed on companies that can leverage category trends and new channel opportunities for sustained growth [10][11] 1.2 Soft Drinks - The energy drink segment is showing improved market conditions, with companies like Dongpeng Beverage expected to see a revenue growth of 31% and a net profit growth of 33% [2][25] - The report suggests focusing on companies with strong brand power and channel capabilities for long-term growth [12][13] 1.3 Dairy Products - The dairy sector is anticipated to experience flat demand in 25Q3, with companies like Yili expected to see only a 2% revenue growth [2][25] - The report indicates that profitability may improve once raw milk prices stabilize [14] 1.4 Tea Drinks - The market is characterized by a leading player, Mixue Group, which is expected to expand its competitive edge through enhanced product offerings [2][15] - The mid-price segment is highlighted as a key growth area, with recommendations for companies like Guming [15] 1.5 Health Supplements - The report notes a trend towards increased concentration in the B-end market, with companies like Xianle Health projected to achieve a revenue growth of 15% [2][25] - The C-end market is advised to focus on high-growth single products [16][17] 1.6 Ready-to-Drink Alcohol - The performance in 25Q3 is expected to be strong, with companies like Bairun expected to see an 8% revenue growth [2][25] - New product launches are anticipated to drive sales growth [18] 1.7 Beer - The impact of the "drinking ban" is expected to be limited, with Qingdao Beer projected to achieve a 2% revenue growth and an 8% net profit growth [2][25] - The report suggests that the beer sector will see stable growth driven by structural upgrades and cost improvements [19][20] 1.8 Condiments - Leading companies like Haitian Flavoring are expected to maintain stable performance, with a revenue growth of 7% [2][25] - The report emphasizes the importance of robust market strategies during periods of flat demand [21] 1.9 Frozen Foods - The sector is facing weak demand, with companies like Anjixin expected to see a 6% revenue growth [2][25] - The report advises monitoring the recovery of the restaurant supply chain for potential investment opportunities [22][23] 1.10 Marinated Products - The focus is on improving store operations as the sector continues to recover from previous challenges [24] Key Company Tracking - The report provides a detailed forecast for various companies across different segments, highlighting expected revenue and net profit growth rates for 25Q3 [25]

（文章来源：证券日报） 证券日报网讯劲仔食品10月10日在互动平台回答投资者提问时表示，公司暂无产品上架山姆会员店，正 在积极推进相关产品合作事宜。 ...

Core Insights - The leisure food sector experienced a rise of 0.66% on September 30, with ST Juewei leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Stock Performance Summary - ST Juewei (603517) closed at 13.52, with a gain of 4.81% and a trading volume of 288,000 shares, amounting to a transaction value of 383 million [1] - Wanchen Group (300972) closed at 181.50, up 3.82%, with a trading volume of 25,300 shares [1] - Yanjin Puzhou (002847) closed at 70.10, up 1.80%, with a trading volume of 23,000 shares [1] - Other notable performances include Maiqu'er (002719) at 9.24 (+1.20%) and Haoxiangni (002582) at 9.30 (+0.22%) [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 91.41 million from institutional investors, while retail investors contributed a net inflow of 82.63 million [2] - The main capital inflow and outflow for specific stocks include: - Wanchen Group: 11.84 million inflow from main capital, with a net outflow of 15.09 million from speculative capital [3] - Jinzai Food (003000): 3.33 million inflow from main capital, with a net outflow of 3.21 million from speculative capital [3] - Good Products (603719): 2.33 million inflow from main capital, with a net inflow of 1.02 million from speculative capital [3]

Core Viewpoint - The company has completed a share repurchase plan, acquiring a total of 8,063,500 shares at an average price of 12.40 yuan per share, which represents approximately 1.79% of the company's total share capital [2][4]. Summary by Sections Share Repurchase Plan - The company approved a share repurchase plan with a price not exceeding 16 yuan per share and a total fund amount between 50 million yuan and 100 million yuan [1]. - The repurchase period is set for up to 12 months from the board's approval date [1]. Implementation Status - As of the announcement date, the company has completed the share repurchase, with a total expenditure of 99,991,713 yuan (excluding transaction fees) [2]. - The highest transaction price during the repurchase was 12.70 yuan per share, while the lowest was 11.93 yuan per share [2]. Impact on the Company - The repurchased shares are intended for employee stock ownership plans or equity incentive plans, which will enhance the company's long-term incentive mechanisms [2]. - The total assets of the company as of June 30, 2025, were 2.15 billion yuan, with net assets attributable to shareholders of 1.41 billion yuan [2]. - The repurchase amount represents 4.65% of total assets and 7.08% of net assets, indicating a manageable impact on the company's financial health [2]. Compliance and Regulations - The company adhered to relevant laws and regulations during the repurchase process, ensuring no discrepancies between the actual repurchase and the approved plan [2]. - The company did not engage in stock trading by its directors, senior management, or major shareholders during the repurchase period [3]. Future Arrangements - The repurchased shares will be held in a special account and will not have voting rights or profit distribution rights until transferred [7]. - If the shares are not utilized within three years, they will be legally canceled [7].