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三只松鼠(300783) - 关于H股发行上市获得中国证监会备案的公告
2025-09-30 08:06
三只松鼠股份有限公司 关于 H 股发行上市获得中国证监会备案的公告 证券代码:300783 证券简称:三只松鼠 公告编号:2025-049 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。 三只松鼠股份有限公司(以下简称"公司")正在申请发行 H 股股票并在香港联合交 易所有限公司(以下简称"香港联交所")主板挂牌上市(以下简称"本次境外发行上 市")。公司于近日收到中国证券监督管理委员会(以下简称"中国证监会")出具的《关 于三只松鼠股份有限公司境外发行上市备案通知书》(国合函〔2025〕1671 号)(以下简 称"备案通知书")。备案通知书主要内容如下: "一、公司拟发行不超过 81,548,274 股境外上市普通股并在香港联交所上市。 二、自备案通知书出具之日起至本次境外发行上市结束前,公司如发生重大事项,应 根据境内企业境外发行上市有关规定,通过中国证监会备案管理信息系统报告。 三、公司完成境外发行上市后 15 个工作日内,应通过中国证监会备案管理信息系统 报告发行上市情况。公司在境外发行上市过程中应严格遵守境内外有关法律、法规和规则。 四、公司自备案通 ...
【最全】2025年中国轻食行业上市企业全方位对比(附业务布局汇总、业绩对比、业务规划等)
Qian Zhan Wang· 2025-09-28 07:40
Core Insights - The article discusses the current landscape of the light food industry in China, highlighting the limited number of publicly listed companies and their cross-industry expansions into the light food sector [1][6]. Group 1: Overview of Listed Companies - The light food industry has few listed companies, with many being cross-industry brands such as Nayuki Tea, Three Squirrels, and others venturing into the light food market [1]. - Key players include Nayuki Tea (02150.HK), Three Squirrels (300783.SZ), and others, each focusing on different segments of the light food market [1][2]. Group 2: Company Profiles and Financials - Nayuki Tea is projected to generate 49.2 billion yuan in revenue in 2024, focusing on a health-oriented dining experience [4]. - Three Squirrels is expected to achieve 106.2 billion yuan in revenue, targeting the casual snack market with its sub-brands [4]. - Farmer Spring leads with 428.96 billion yuan in revenue, while Baihe Co. has the lowest at 8.01 billion yuan [8]. Group 3: Business Strategies and Market Positioning - Nayuki Tea and KEEP target young professionals and fitness enthusiasts, offering specialized stores and meal options to meet all-day light food needs [9][10]. - Three Squirrels and Liangpinpuzi focus on low-calorie snacks for the general health-conscious market, while West Oats and Taoli Bread cater to fitness consumers with nutritious and convenient food options [9][10]. - Companies like Kangbiter and Baihe Co. provide products aimed at sports enthusiasts, focusing on body management and post-exercise nutrition [9][10]. Group 4: Sales Channels and Performance - Nayuki Tea operates a balanced online and offline sales strategy, with over 1,453 stores and a significant presence on delivery platforms [11]. - Three Squirrels primarily focuses on online sales, while companies like Taoli Bread and Farmer Spring rely more on offline channels [11]. - In 2024, Nayuki Tea's energy bowl packages are expected to sell over 29.2 million units, showcasing strong market demand [12][13]. Group 5: Future Plans and Innovations - Companies are planning to expand their light food offerings through new store formats, product innovations, and enhanced distribution channels [15]. - Nayuki Tea plans to launch a new store type, "Nayuki Green," focusing on low-calorie and healthy options for urban consumers [10].
休闲食品板块9月25日涨0.74%,盐津铺子领涨,主力资金净流出828.39万元
Group 1 - The leisure food sector increased by 0.74% on September 25, with Yan Jin Pu Zi leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] - Key stocks in the leisure food sector showed varied performance, with Yan Jin Pu Zi closing at 70.15, up 2.56% [1] Group 2 - The leisure food sector experienced a net outflow of 8.28 million yuan from main funds, while retail investors saw a net inflow of 22.61 million yuan [2] - Major stocks like Wan Chen Group had a net inflow of 34.23 million yuan from main funds, but a net outflow from retail and speculative funds [3] - The overall trend indicates a mixed sentiment among different types of investors within the leisure food sector [2][3]
“宠物经济”发展驶入快车道 多地释放政策红利
(原标题:"宠物经济"发展驶入快车道) 今年以来,我国"宠物经济"发展进入快速增长通道,多地围绕"宠物经济"推出政策、组织活动,上市公 司也在加速布局相关赛道。资本市场中,相关概念股受到追捧。Wind数据显示,截至9月24日收盘, Wind宠物经济指数年内累计上涨逾37%。 增长动能强劲 毕马威中国发布的报告显示,中国宠物市场规模从2015年的978亿元快速增长至2023年的5928亿元,年 复合增长率达25.4%,预计2025年将达8114亿元。艾媒咨询发布的《2024-2025年中国宠物行业运行状况 及消费市场监测报告》显示,到2028年,中国宠物经济产业市场规模有望达到1.15万亿元。 多地释放政策红利 9月以来,各地聚焦宠物经济赛道,政策支持力度不断加大。 例如,江苏无锡发文提出,引导传统行业企业参与宠物服饰、宠物干湿粮、宠物玩具、宠物佩戴设备等 产品研发生产,支持生物医药企业研发生产宠物用生物制剂、药品及医疗设备;力争到2027年,全市宠 物相关产业规模突破30亿元。安徽宿州发文提出,要推进重大项目"双招双引",做优宠物经济服务产 业,推动宠物产业科技创新,促进宠物电商发展,强化宠物行业监管。 浙江 ...
白酒双节动销预计承压,持续关注底部修复机会:——食品饮料行业周报-20250923
Guohai Securities· 2025-09-23 08:33
Investment Rating - The report maintains a "Recommended" rating for the food and beverage industry [1] Core Insights - The report highlights that the sales of liquor are expected to face pressure during the upcoming Mid-Autumn Festival and National Day, but there are opportunities for bottom recovery in the sector [5] - The overall performance of the food and beverage sector has lagged behind the Shanghai Composite Index, with a decline of 1.48% over the past two weeks [14] - The report emphasizes the importance of monitoring the recovery of the liquor market and suggests that the worst phase for the industry has passed [5] Summary by Sections Recent Trends - In August, the retail sales of tobacco and liquor fell by 2.3% year-on-year, while restaurant income increased by 2.1%, indicating a gradual recovery in dining consumption [5] - The price of Feitian liquor has shown weakness, with a decline in wholesale prices [5] Market Performance - The food and beverage sector's performance over the last month was 1.3%, 4.6% over three months, and 20.8% over the past year, compared to the Shanghai Composite Index's performance of 6.6%, 17.1%, and 40.9% respectively [3] Key Recommendations - The report recommends several liquor companies for investment, including Luzhou Laojiao, Shanxi Fenjiu, and Kweichow Moutai, among others [5][25] - For consumer goods, it suggests focusing on companies like Bai Run Co., Wei Long, and Salted Fish [8][25] Valuation Insights - As of September 19, 2025, the dynamic price-to-earnings (PE) ratio for the food and beverage sector is 21.1x, indicating a relatively low valuation compared to other sectors [22] - The report notes that the liquor sub-sector has the highest valuation at 50.42x [22] Focused Companies and Earnings Forecast - The report provides a detailed earnings forecast for key companies, including Kweichow Moutai with an expected EPS of 74.19 yuan for 2025 and a PE ratio of 19.79 [28]
三只松鼠成立母婴用品新公司
Group 1 - A new company named Anhui Xiao Lu Lan Lan Maternal and Infant Products Co., Ltd. has been established, with Li Ziming as the legal representative [1] - The company's business scope includes the sale of maternal and infant products, online food sales, and daily necessities sales [1] - The company is wholly owned by Three Squirrels (300783) through indirect shareholding [1]
三只松鼠在安徽成立母婴用品公司,注册资本500万
Xin Lang Cai Jing· 2025-09-23 02:14
Core Insights - Anhui Xiao Lu Lan Lan Maternal and Infant Products Co., Ltd. was established on September 17, with a registered capital of 5 million RMB [1] - The company is fully owned by Anhui Xiao Lu Lan Lan Infant Food Co., Ltd., which is a subsidiary of Three Squirrels (300783) [1] Company Overview - The legal representative of the newly established company is Li Ziming [1] - The business scope includes sales of maternal and infant products, online food sales, and daily necessities sales [1]
休闲食品板块9月22日跌1.54%,麦趣尔领跌,主力资金净流出2.07亿元
Market Overview - The leisure food sector experienced a decline of 1.54% on September 22, with Maiqiuer leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Maiqiuer (002719) closed at 8.81, down 3.72% with a trading volume of 105,800 shares and a turnover of 93.398 million yuan [1] - Yanjinpuzi (002847) closed at 68.55, down 2.97% with a trading volume of 27,200 shares and a turnover of 187 million yuan [1] - Guangzhou Restaurant (603043) closed at 16.73, down 2.68% with a trading volume of 70,800 shares and a turnover of 2.61 million yuan [1] - Ziyan Food (603057) closed at 20.19, down 2.56% with a trading volume of 30,900 shares and a turnover of 62.558 million yuan [1] - Three Squirrels (300783) closed at 24.90, down 2.47% with a trading volume of 91,300 shares and a turnover of 228 million yuan [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 207 million yuan from institutional investors, while retail investors had a net inflow of 206 million yuan [1] - The table of capital flow indicates that the majority of stocks in the sector experienced negative net inflows from institutional investors [2] Detailed Capital Flow for Selected Stocks - Liangpinpuzi (603719) had a net inflow of 2.9559 million yuan from institutional investors, but a net outflow of 2.4470 million yuan from retail investors [2] - Maiqiuer (002719) had a net inflow of 1.6956 million yuan from institutional investors, while retail investors saw a net outflow of 2.7726 million yuan [2] - Qingdao Food (001219) had a net inflow of 0.5841 million yuan from institutional investors, with a significant net outflow from retail investors of 2.7627 million yuan [2]
食品饮料行业双周报:8月社零+3.4%,高端酒批价节前承压-20250922
Guoyuan Securities· 2025-09-22 07:43
Investment Rating - The report maintains a recommendation for the food and beverage industry [4] Core Viewpoints - The A-share food and beverage industry has seen a decline of 1.48% over the past two weeks, underperforming the Shanghai Composite Index by 1.68 percentage points and the Shenzhen Component Index by 5.29 percentage points [1][11] - In the sub-sectors, processed food (+0.71%) and soft drinks (+0.39%) have increased, while snacks (-5.82%), other alcoholic beverages (-3.70%), and baked goods (-3.23%) have experienced significant declines [1][11] - Key stocks such as Qianwei Yangchu (+21.28%), Richen Co. (+14.10%), and Weizhi Xiang (+10.87%) have shown notable gains, while Kweichow Moutai (-13.07%), Ziyan Food (-11.79%), and Jiahe Food (-11.54%) have faced substantial losses [1][11] Summary by Sections Market Review - The A-share food and beverage industry has declined by 3.37% year-to-date, underperforming the Shanghai Composite Index by 17.35 percentage points and the Shenzhen Component Index by 28.88 percentage points [11] - The total retail sales in August reached 396.68 billion yuan, growing by 3.4% year-on-year, with a slight decrease of 0.3 percentage points compared to July [3][54] Key Data Tracking - The price of Feitian Moutai has decreased by 30 yuan for original boxes and 40 yuan for loose packaging compared to two weeks ago, with current prices at 1,830 yuan and 1,800 yuan respectively [2][26] - The average price of fresh milk in major production areas is 3.03 yuan per kilogram, down 3.5% year-on-year [34] Key Events Tracking - The national standard for sterilized milk has been revised, prohibiting the addition of reconstituted milk in long-term pure milk [3][54] - The snack brand Mingming Hen Mang has surpassed 20,000 stores, becoming the first in the domestic leisure food and beverage chain industry to achieve this milestone [3][54] Investment Recommendations - In the liquor sector, it is advised to closely monitor price trends and sales performance, focusing on high-end liquor companies with strong brand and channel capabilities such as Kweichow Moutai, Wuliangye, and Luzhou Laojiao [7][56] - For consumer goods, the beer industry remains stable, and there is high demand in segments like snacks and energy drinks [7][57]
假期临近消费产业链公司布局忙
Zheng Quan Ri Bao· 2025-09-19 15:44
随着国庆节、中秋节假期临近,消费市场迎来黄金销售期。在此背景下,产业链上市公司纷纷布局,通 过创新产品、加强营销力度等方式,抢抓"双节"经济。 例如,合肥百货大楼集团股份有限公司旗下合家福超市将在"双节"期间引入更多高品质、差异化商品。 同时,对服务进行升级,提升顾客购物全流程体验。 永辉超市则在全国门店设立中秋礼品专区,提供免费礼品包装及祝福卡定制服务,为游客增设行李寄存 与临时休息区;同时,推出系列互动营销活动,如发起打卡活动等,增强节日仪式感与参与度。 合家福党委书记、董事长邓鸿对《证券日报》记者表示,合家福超市46家门店推出"惠民菜篮子"及"双 节"营销活动。活动期间,每日推出5种低于1元的蔬菜让利惠民。 在华福证券食饮商业首席分析师刘畅看来,消费类上市公司通过创新产品与服务、加大营销力度等方 式,积极布局"双节"市场,不仅满足了消费者多样化的需求,也为自身业绩增长注入了新动力。未来, 随着消费市场的不断变化,消费类上市公司还需要继续探索创新,推动行业持续健康发展。 "'双节'将至,公司已围绕产品创新等方面积极筹备,全力迎接销售旺季。"海欣食品股份有限公司相关 负责人表示,目前,公司与永辉超市股份有限 ...