Core Viewpoint - Pinwo Foods reported a contradictory performance for 2024, with total revenue declining by 21.98% to 876 million yuan, while net profit attributable to shareholders surged by 109.52% to 6.99 million yuan, ending a streak of seven consecutive quarters of losses [2][5]. Group 1: Financial Performance - The turnaround in profitability for Pinwo Foods was primarily driven by a strong net profit of 12.72 million yuan in the fourth quarter of 2024, although the annual non-recurring net profit was only 1.53 million yuan, indicating weak profitability in core operations [5]. - Revenue from the dairy segment, which accounts for over 75% of total revenue, fell by 24.94% in 2024, significantly contributing to the overall revenue decline [5]. Group 2: Cost Control and Margin Improvement - Cost control was crucial for the recovery of Pinwo Foods' performance, with sales expenses reduced by 51.02% to 87.40 million yuan, and supply chain management optimization led to a gross margin increase of 3.57 percentage points to 17.66% [5]. Group 3: Strategic Challenges and Market Position - The strategic transformation efforts of Pinwo Foods have not yet provided effective support, as the company has increased R&D in cheese products and launched several new items, but struggles to find breakthroughs in a highly competitive market dominated by brands like Miaokelan [5]. - Concerns about internal confidence have arisen due to the second-largest shareholder, Wu Baigeng, reducing his stake by 3%, along with the controlling shareholder's related party, Shanghai Xili, planning to reduce their holdings, leading to a significant drop in stock price and a high price-to-sales ratio of 4.43 times, indicating valuation bubble risks [5]. Group 4: Future Outlook - Looking ahead to 2025, Pinwo Foods needs to navigate the declining trends in both volume and price in the imported dairy sector, balancing cost control with market expansion and addressing the challenges of a single product structure to escape the performance slump [6].

| 301479 | 弘景光电 | 117.50 | 27.56 | 8.29 | | --- | --- | --- | --- | --- | | 002583 | 海能达 | 13.11 | 27.56 | 1.31 | | 300773 | 拉卡拉 | 25.55 | 27.21 | 20.01 | | 001356 | 富岭股份 | 15.07 | 27.09 | -5.81 | | 001382 | 新亚电缆 | 23.17 | 26.93 | 0.52 | | 835892 | 中科美菱 | 21.05 | 26.78 | 4.47 | | 600644 | 乐山电力 | 12.94 | 26.54 | 10.03 | | 920106 | 林泰新材 | 136.00 | 26.47 | 10.92 | | 603110 | 东方材料 | 19.10 | 26.46 | 1.60 | | 301629 | 矽电股份 | 175.18 | 26.20 | 1.85 | | 300605 | 恒锋信息 | 16.11 | 26.19 | -6.99 | | 300892 | 品渥食品 | 40.70 ...

声明： 因水平有限，错误不可避免，或有些信息非最及时，欢迎留言指出。本文由作者重新编写，仅作新材料相关领域介绍，本文不构成任何投资建议！转载请注明来源！ 4月19日晚间， 卓越新能 发布2024年年度报告及2025年第一季度报告。 2024年，卓越新能实现 营业收入35.63亿元，较上年上升26.73% ，归属于上市公司股东的 净利润1.49亿元，较上年上升89.57% ，扣非净利润1.35亿 元，较上年上升24.80%。截至2024年末，公司总资产35.66亿元，较上年上升16.30%，归属于母公司的所有者权益为27.93 亿元，较上年上升4.20%。 | | | | | 单位:元 币种:人民币 | | --- | --- | --- | --- | --- | | 主要会计数据 | 2024年 | 2023年 | 本期比 ┣年同 | 2022年 | | | | | 期增減 | | | | | | (%) | | | 营业收入 | 3, 563, 325, 220. 13 | 2,811,721,948.54 | 26. 73 | 4. 344, 972, 954. 94 | | 归属于上市公司股东 的净利 ...

2024年，品渥食品实现营业收入为8.76亿元，同比减少21.98%；归属于上市公司股东的净利润为698.84万元，上年同期亏损7337.08万元。 瑞财经 刘治颖 4月17日，品渥食品(SZ300892)发布2024年年度报告。 | | 2024 年 | 2023 年 | 本年比上年增波 | 2022年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 876,445,513.08 | 1,123,334,693.30 | -21.98% | 1.538,747,962.42 | | 归属于上市公司股东 | 6.988.414.22 | -73.370.805.06 | 109.52% | 11.203.841.17 | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | 1,527,183.06 | -81,363,308,84 | 101.88% | 354,544.45 | | 的净利润(元) | | | | | | 经营活动产生的现金 | 97,543,117.86 | 6,236,533.00 | 1.464.06% | ...

暗盘资金正涌入这些股票，点击速看>>> 食品饮料板块低开高走，品渥食品（300892）涨超10%，阳光乳业（001318）涨超7%，维维股份 （600300）、熊猫乳品（300898）、有友食品（603697）跟涨。 ...

Group 1 - The company has not changed its accounting firm during the reporting period, continuing with Lixin Certified Public Accountants [1] - The board of directors approved a profit distribution plan, which includes a cash dividend of 1 yuan per 10 shares (tax included) and no bonus shares [1] - The company has not experienced significant changes in its operating conditions during the reporting period [4] Group 2 - The company has not reported any preferred shareholders during the reporting period [3] - There are no significant discrepancies between the financial indicators disclosed in the quarterly and semi-annual reports [3]

Core Insights - In 2024, the company achieved a revenue of 876 million yuan and a net profit of 6.99 million yuan, marking a year-on-year growth of 109.52% [1] - The company has increased its supply chain investments, particularly in New Zealand, which has provided a significant competitive advantage [1] - New product launches have been successful, including high-protein whole milk and A2β-casein children's milk, contributing to rapid sales growth [1] Group 1: Financial Performance - The company reported a revenue of 876 million yuan for 2024 [1] - The net profit attributable to shareholders was 6.99 million yuan, reflecting a 109.52% increase compared to the previous year [1] Group 2: Supply Chain and Production - The company has made significant investments in supply chain capabilities, particularly in New Zealand, with plans for a dairy production facility to be operational by the second half of 2025 [1] - The Shanghai Songjiang cheese factory has commenced regular production, enhancing the brand's market competitiveness [1] - The company is also upgrading its domestic edible oil packaging workshop to leverage global supply chain advantages [1] Group 3: Product Development - The company has introduced new product categories and flavors, including avocado oil and various cheese products tailored to local consumer preferences [1] - The launch of high-protein whole milk and A2β-casein children's milk has seen rapid sales growth [1] Group 4: Marketing and Brand Building - The company is enhancing brand awareness through a combination of online and offline marketing strategies, including influencer promotions and participation in industry exhibitions [2] - A multi-channel marketing system has been established to improve market penetration across the nation [2] - The company is actively pursuing a "new retail trend" by expanding its sales channels, including fresh food, social e-commerce, and content e-commerce [2] Group 5: Company Overview - The company integrates global high-quality food resources to produce products that cater to Chinese dietary habits, covering categories such as dairy, beverages, and condiments [3] - Brand promotion is a core driver, with a focus on consumer preferences and product optimization [3]

中信建投证券股份有限公司 关于品渥食品股份有限公司首次公开发行股票 2024 年度募集资金存放与使用情况的核查意见 中信建投证券股份有限公司（以下简称"中信建投"或"保荐机构"）作为 品渥食品股份有限公司（以下简称"品渥食品"或"公司"）首次公开发行股票 并在创业板上市持续督导保荐机构，根据《证券发行上市保荐业务管理办法》、 《深圳证券交易所创业板股票上市规则》、《上市公司监管指引第 2 号——上市公 司募集资金管理和使用的监管要求》、《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等有关规定，对品渥食品 2024 年度募集资 金存放与使用情况进行了核查，具体情况如下： 一、募集资金基本情况 1、募集资金金额及到位时间 经中国证券监督管理委员会证监许可[2020]1938 号《关于同意品渥食品股份 有限公司首次公开发行股票注册的批复》同意注册，公司获批首次公开发行股票 的注册申请。公司采用网下向符合条件的投资者询价配售和网上向持有深圳市场 非限售 A 股股份或非限售存托凭证市值的社会公众投资者定价发行相结合的方 式，首次公开发行人民币普通股（A 股）2,500 万股，每股发行价格为人 ...

品渥食品股份有限公司 内部控制审计报告 2024 年 12 月 31 日 内部控制审计报告 信会师报字[2025]第 ZA11001 号 品渥食品股份有限公司全体股东： 按照《企业内部控制审计指引》及中国注册会计师执业准则的相 关要求，我们审计了品渥食品股份有限公司（以下简称品渥食品）2024 年 12 月 31 日的财务报告内部控制的有效性。 一、企业对内部控制的责任 评价报告第 1 页 四、财务报告内部控制审计意见 我们认为，品渥食品于 2024 年 12 月 31 日按照《企业内部控制 基本规范》和相关规定在所有重大方面保持了有效的财务报告内部控 制。 立信会计师事务所 中国注册会计师： （特殊普通合伙） 中国注册会计师： 按照《企业内部控制基本规范》、《企业内部控制应用指引》、《企 业内部控制评价指引》的规定，建立健全和有效实施内部控制，并评 价其有效性是品渥食品董事会的责任。 二、注册会计师的责任 我们的责任是在实施审计工作的基础上，对财务报告内部控制的 有效性发表审计意见，并对注意到的非财务报告内部控制的重大缺陷 进行披露。 三、内部控制的固有局限性 内部控制具有固有局限性，存在不能防止和发现错报 ...

品渥食品股份有限公司 审计报告及财务报表 二○二四年度 品渥食品股份有限公司 审计报告及财务报表 （2024 年 01 月 01 日至 2024 年 12 月 31 日止） | | 目录 | 页次 | | --- | --- | --- | | 一、 | 审计报告 | 1-5 | | 二、 | 财务报表 | | | | 合并资产负债表和母公司资产负债表 | 1-4 | | | 合并利润表和母公司利润表 | 5-6 | | | 合并现金流量表和母公司现金流量表 | 7-8 | | | 合并所有者权益变动表和母公司所有者权益变动表 | 9-12 | | | 财务报表附注 | 1-95 | 审计报告 信会师报字[2025]第 ZA11000 号 品渥食品股份有限公司全体股东： 一、 审计意见 我们审计了品渥食品股份有限公司（以下简称品渥食品）财务报 表，包括 2024 年 12 月 31 日的合并及母公司资产负债表，2024 年度 的合并及母公司利润表、合并及母公司现金流量表、合并及母公司所 有者权益变动表以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照企业会计准则的 规定编制，公允反映了品渥食品 ...