三只松鼠股份有限公司 关于控股股东、实际控制人部分股份解除质押的公告 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。 近日，三只松鼠股份有限公司（以下简称"公司"）接到公司控股股东、实际 控制人章燎源先生通知，获悉章燎源先生将其持有的公司部分股份办理了解除质押 业务，具体事项如下： 一、股东股份解除质押的基本情况 证券代码：300783 证券简称：三只松鼠 公告编号：2025-047 1 | 安徽燎原投 资管理有限 | 6,696,000 | 1.67% | 0 | 0 | 0% | 0% | 0 | 0% | 0 | 0% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司 | | | | | | | | | | | | 合计 | 168,568,000 | 42.00% | 22,000,0 | 12,000 | 7.12% | 2.99% | 0 | 0% | 121,404, | 77.54% | | | | | 00 | ,000 | | | | | 0 ...

Group 1 - The establishment of a new company named "Three Squirrels (Wuwei) E-commerce Co., Ltd." has been reported, with a legal representative named Yan Xiuguo [1] - The new company's business scope includes retail and wholesale of edible agricultural products, sales of agricultural by-products, and sales of maternal and infant products [1] - The company is wholly owned by Three Squirrels, indicating a strategic expansion in its business operations [1]

北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月18日，北京商报记者获悉，近日，三只松鼠旗下小鹿 蓝蓝推出"一整颗果肉果冻系列"新品，包含草莓和龙眼两种口味。据官方介绍，该新品分别选用丹东草 莓和泰国龙眼，果肉含量均不少于16.5％，额外添加益生元和维C，口感清爽解暑，适合夏天冷藏后食 用。 ...

本报海口4月25日讯(记者 陈雪怡)安徽省将组团参加首届中国国际消费品博览会(以下简称消博 会)，集中展示安徽在高新产业、优势传统产业等领域的消费精品。这是海南日报记者4月25日从消博会 组委会了解到的。 其中，科大讯飞股份有限公司坚持"平台+赛道"的发展战略，推出覆盖多个行业的智能产品及服 务，推动在智慧教育、智慧城市、智慧司法、智能服务、智能汽车、智慧医疗等领域的深度应用。三只 松鼠股份有限公司是一家以休闲食品为核心，全渠道经营、全品类覆盖的多品牌企业，线下店铺超1000 家，覆盖24个省份154座城市，触达超40万个零售终端。 安徽携一批"高、新、特、优"消费精品参展 精品荟萃 "皖"美展示 安徽省展位位于海南国际会展中心7号馆省市自治区展区，展示面积300平方米，以"精品安徽皖美 消费建设新阶段现代化美好安徽"为主题，全面展示近年来该省经济社会发展成果，以及打造"三地一 区"和新阶段现代化美好安徽的新气象和新进程，围绕"高、新、特、优"，甄选了以安粮集团、轻工国 贸、丰原集团、科大讯飞、古井贡、口子窖、茶叶集团、荣电集团、三只松鼠、华米科技、中国宣纸为 代表的13家企业参展，集中展示安徽在高新产业、优 ...

从资金流向上来看，当日休闲食品板块主力资金净流出1.81亿元，游资资金净流入5942.63万元，散户资 金净流入1.21亿元。休闲食品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002582 | 好想你 | 1439.64万 | 9.64% | -646.29万 | -4.33% | -793.35万 | -5.31% | | 603719 良品铺子 | | 927.79万 | 5.05% | -1248.67万 | -6.80% | 320.88万 | 1.75% | | 603043 广州酒家 | | 491.63万 | 8.38% | -129.34万 | -2.20% | -362.29万 | -6.17% | | 603866 桃李面包 | | 369.23万 | 2.50% | -317.09万 | -2.14% | -52.14万 | -0.35% | | 603777 ...

Group 1 - A new company named Squirrel (Wuwei) Supply Chain Management Co., Ltd. has been established with a registered capital of 100 million RMB [1][2] - The legal representative of the new company is Zhou Ting, and it is fully owned by Squirrel Co., Ltd. (300783) [1][2] - The business scope of the new company includes supply chain management services, acquisition of primary agricultural products, food sales, and general cargo warehousing services [1][2] Group 2 - The company is registered under the unified social credit code 91340225MAEU7TYC15 and is located in Wuwei City, Anhui Province [2] - The company is classified under the industry of loading, handling, and warehousing [2] - The business operations are set to continue indefinitely from the establishment date of August 15, 2025 [2]

人民财讯8月18日电，企查查APP显示，近日，三只松鼠（300783）(无为)供应链管理有限公司成立，注 册资本1亿元，经营范围包含：供应链管理服务；初级农产品收购；粮食收购；中草药收购等。企查查 股权穿透显示，该公司由三只松鼠全资持股。 ...

三只松鼠股份有限公司 100% 序号 股东名称 持股比例 ÷ | 正章章 全国企业信用章询 | 三只松鼠(无为) 电子商务有限公司 | | × 百一下 | | --- | --- | --- | --- | | 基本信息 6 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 | 严秀国 馆 关联企业 36 | 登记状态 | 存续(在营、开业、 | | | | 注册资本 | 500万元 | | 组织机构代码 | MAETMKEM-2 | 工商注册号 | | | 企业类型 | 有限责任公司(非自然人投资或 控股的法人独资) | 营业期限 | 2025-08-12 至 无固շ | | 人员规模 | | 参保人数 | | | 所属地区 | 安徽省芜湖市无为市 | 登记机关 | 无为市市场监督管理 | | 国标行业 | 批发业(F51) V | 英文名 | Three Squirrels (Wu | | 注册地址 | 安徽省芜湖市无为市福渡镇福渡社区张庙村（三只松鼠（无为）有限责任公司） | | | | | 一般项目：食品互联网销售（仅销售预包装食品）;食用农产品零售;食用农产 销售;未经加工的坚果、干果销 ...

Investment Rating - The report maintains an "Overweight" rating for the food and beverage industry, expecting the industry index to outperform the market index by more than 10% in the next six months [57]. Core Insights - The report highlights that the liquor sector is experiencing accelerated clearance, while consumer goods are focusing on segments with strong demand [52]. - The SW food and beverage industry index rose by 1.06% from August 1 to August 14, 2025, underperforming the CSI 300 index by approximately 1.33 percentage points [14][15]. - The report indicates that about 69% of stocks in the industry recorded positive returns during the same period, with notable gainers including Gui Fa Xiang (+40.38%) and Zi Yan Food (+13.31%) [19]. Summary by Sections Market Review - The SW food and beverage industry index underperformed the CSI 300 index, with a rise of 1.06% compared to a 2.39% increase in the CSI 300 index [14]. - Most sub-sectors underperformed the CSI 300 index, with the baking sector showing the highest increase of 3.55%, while the dairy sector had the largest decline of -0.98% [15]. Industry Data Tracking Liquor Sector - Guizhou Moutai reported a total revenue of 91.094 billion yuan for the first half of 2025, a year-on-year increase of 9.16%, and a net profit of 45.403 billion yuan, up 8.89% [52]. - The report notes that the second quarter's performance in the liquor sector is under pressure due to ongoing challenges in consumption scenarios [52]. Seasonality and Consumer Goods - The report anticipates a boost in demand for beer and soft drinks as the consumption peak season approaches [52]. - The introduction of a childcare subsidy starting January 1, 2025, is expected to enhance dairy product demand [52]. Price Trends - As of August 14, 2025, the price of fresh milk was 3.02 yuan per kilogram, showing a month-on-month decrease of 0.01 yuan [40]. - The average wholesale price of pork was 20.23 yuan per kilogram, down 0.22 yuan from the previous month [42]. Important News - The report mentions that the national liquor price index remained stable in July, with a slight decrease in early August [45][46]. - Qingdao's beer production increased by 2.8% in the first half of 2025, indicating a positive trend in the beer sector [47]. Company Announcements - Guizhou Moutai announced a share buyback plan, having repurchased 6.96 million shares by early August 2025 [48]. - Yanjing Beer reported a revenue of 8.558 billion yuan for the first half of 2025, a year-on-year increase of 6.37% [51].

从资金流向上来看，当日休闲食品板块主力资金净流出1.61亿元，游资资金净流出3799.64万元，散户资 金净流入1.99亿元。休闲食品板块个股资金流向见下表： 证券之星消息，8月13日休闲食品板块较上一交易日下跌0.93%，万辰集团领跌。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。休闲食品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002820 | 桂发祥 | 15.05 | 10.01% | 52.51万 | | 7.75亿 | | 603057 | 紫燕食品 | 23.42 | 6.26% | 9.65万 | | 2.25亿 | | 605339 | 南侨食品 | 18.67 | 2.70% | 6.59万 | | 1.23亿 | | 002956 | 西麦食品 | 21.59 | 0.84% | - 3.00万 | | 6432.89万 | | 002847 | 盐津铺子 | 72.96 | ...