证券日报网讯三只松鼠10月17日在互动平台回答投资者提问时表示，根据自身业务状况、发展需求及整 体审计工作需要，综合考虑公司经营管理实际，经履行公司选聘程序，公司拟聘任德勤华永为公司2025 年度财务报告及内部控制的外部审计机构。 （文章来源：证券日报） ...

本报讯(记者袁传玺)天眼查App显示，近日，安徽三只松鼠（300783）新鲜生活有限公司成立，注册资 本1亿元，经营范围包括食品销售、游艺娱乐活动、餐饮服务等，由三只松鼠全资持股。 ...

Group 1 - Company has recently invested in the establishment of Anhui Three Squirrels Fresh Life Co., Ltd [1] - The registered capital of the new company is 100 million yuan [1] - The industry classification for the new company is beverage and refined tea manufacturing [1]

Core Insights - The strategic partnership between Three Squirrels and JD.com marks the expansion of Three Squirrels' offline presence into the online channel, initiating a new phase of "omni-channel" layout [1][10] - Three Squirrels aims to provide a comprehensive "one-stop" shopping experience for families, leveraging JD.com's strong traffic, efficient logistics, and vast user base [1][10] Company Strategy - Three Squirrels has evolved from a snack brand to a broader lifestyle brand, now offering 20 essential product categories, including fresh produce, meat, and household items, all under its own brands [4][10] - The company emphasizes a "high-end cost-performance" strategy, balancing quality and affordability, allowing consumers to find all necessary products in one place [4][10] Product Quality and Experience - Three Squirrels has established strict quality standards, including "nine quality rules" and a "thousand-person selection team," ensuring high product quality through a robust supply chain [7][10] - The company promises a unique shopping experience with immersive offline stores and rapid delivery services, including a commitment to refund if products do not meet taste expectations [7][10] Industry Impact - The collaboration between Three Squirrels and JD.com is seen as a milestone in the industry, setting a precedent for other brands and e-commerce platforms to create new consumption ecosystems [11] - This partnership aims to address consumer pain points in daily life, making quality products accessible to families across various city tiers [10][11]

Core Viewpoint - Anhui Three Squirrels Fresh Life Co., Ltd. has been established with a registered capital of 100 million RMB, focusing on food sales, entertainment activities, and catering services, fully owned by Three Squirrels [1][2]. Company Information - The legal representative of the company is Wang Sanhong [1]. - The company was established on October 11, 2025, and is registered with a unified social credit code of 91340203MAEXY5E944 [2]. - The company operates as a limited liability company in the beverage and refined tea manufacturing industry [2]. Business Scope - The business scope includes food sales, entertainment activities, catering services, daily necessities sales, brand management, supply chain management, and various other retail and service activities [2]. - The company is authorized to operate without a fixed term, indicating a long-term business strategy [2].

人民财讯10月15日电，企查查APP显示，近日，安徽三只松鼠（300783）新鲜生活有限公司成立，注册 资本1亿元，经营范围包含日用百货销售；品牌管理；供应链管理服务；商业综合体管理服务等。企查 查股权穿透显示，该公司由三只松鼠全资持股。 ...

和万辰集团（300972）、东鹏饮料（605499）"前后脚"赴港IPO，零食制造商、"国民零食第一股"三只 松鼠（300783）也加入到进行A+H股布局的行列。 三只松鼠近期获得赴港上市公开募股备案书，意味着公司在港股IPO已经获得了证监会放行。 根据证监会上的公告显示，三只松鼠此次港交所IPO将发售不超过8154.8万股，自备案通知书出具之后 12个月内有效。 通过坚果零食代加工起家的三只松鼠，在发展早期是传统零食类目中较具有"新零售"思维的品牌之一， 在国产零食品牌一度风头无两。 然而在2019年上市的三只松鼠，在市场热度最高的时候"迎面撞上"疫情，营收随之接连下滑。同时，颇 具雄心的线下"万店计划"拓展也并不顺利，使得三只松鼠的发展并为随着上市乘胜追击，反而在诸多传 统零食品牌反应过来并进行转型之后，失去了先发优势。 近年来三只松鼠也曾试图进行转型，先是在今年初踏进咖啡行业。之后在近年9月正式成立的小鹿蓝蓝 母婴用品公司的成立，也意味着三只松鼠向母婴行列迈进。 从零食主业向咖啡、母婴领域的扩张，三只松鼠似乎是图寻找到新的发力增长点。此番赴港上市IPO， 对于已经在A股表现疲软的三只松鼠而言，似乎也是寻 ...

Market Overview - The leisure food sector experienced a decline of 0.25% on October 14, with Wancheng Group leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Individual Stock Performance - Salted Fish Shop (002847) rose by 2.19% to close at 70.00, with a trading volume of 43,000 hands and a transaction value of 296 million [1] - Yuanzi Co. (603886) increased by 1.42% to 12.18, with a trading volume of 28,300 hands and a transaction value of 34.28 million [1] - Wancheng Group (300972) fell by 3.04% to 173.54, with a trading volume of 23,800 hands and a transaction value of 419 million [2] Capital Flow Analysis - The leisure food sector saw a net outflow of 27.18 million from main funds, while retail investors had a net inflow of 29.55 million [2] - Major stocks like Salted Fish Shop and Good Products Shop saw significant net inflows from main funds, while others like Yuanzi Co. experienced net outflows [3] Summary of Key Stocks - Salted Fish Shop had a main fund net inflow of 12.23 million, while retail investors had a net outflow of 27.79 million [3] - Good Products Shop recorded a main fund net inflow of 11.57 million, with both retail and speculative funds showing outflows [3] - Three Squirrels (300783) had a main fund net inflow of 10.96 million, but retail investors withdrew 7.50 million [3]

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]

2024年1至12月份，三只松鼠的营业收入构成为：休闲食品占比100.0%。 每经AI快讯，三只松鼠（SZ 300783，收盘价：23.93元）10月13日晚间发布公告称，公司第四届第六次 董事会会议于2025年10月13日以通讯方式召开。会议审议了《关于召开2025年第一次临时股东会的议 案》等文件。 （记者 曾健辉） 每经头条（nbdtoutiao）——AI技术滥用调查：明星可被"一键换装"，"擦边"内容成流量密码，技术防 线为何形同虚设？ 截至发稿，三只松鼠市值为96亿元。 ...