从资金流向上来看，当日饮料乳品板块主力资金净流出1.68亿元，游资资金净流入5172.03万元，散户资 金净流入1.17亿元。饮料乳品板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，11月6日饮料乳品板块较上一交易日下跌0.01%，欢乐家领跌。当日上证指数报收于 4007.76，上涨0.97%。深证成指报收于13452.42，上涨1.73%。饮料乳品板块个股涨跌见下表： ...

Industry Investment Rating - The investment rating for the food and beverage industry is "Outperform" [1] Core Insights - The report highlights that the liquor sector is actively releasing pressure on financial statements, with the industry gradually bottoming out. The frozen food sector is witnessing a turning point, while the soft drink and snack sectors maintain high levels of prosperity [3][4][30] Summary by Sections 1. Liquor - The liquor sector's total revenue for the first three quarters of 2025 was CNY 319.23 billion, a year-on-year decrease of 5.76%, with net profit down 6.85% to CNY 122.67 billion. In Q3 alone, revenue fell 18.38% to CNY 78.48 billion, and net profit dropped 22.00% to CNY 28.09 billion [14][28] - High-end liquor brands like Moutai showed stable growth, while others like Wuliangye and Luzhou Laojiao faced significant declines. Moutai's revenue grew by 9.28% year-on-year, while Wuliangye's fell by 10.26% [17][19] - The second-tier liquor brands, such as Fenjiu, showed resilience with a revenue increase of 5.00%, while others like Shui Jing Fang and Shede experienced declines [26][22] 2. Soft Drinks - The soft drink sector saw significant growth, with companies like Dongpeng Beverage reporting a 34.13% increase in revenue year-on-year. The energy drink segment, particularly, showed robust growth [30][31] - The introduction of new flavors and products, such as Dongpeng's summer limited edition, contributed to the sustained high growth rates in this sector [30] 3. Dairy Products - The dairy sector, led by Yili, maintained stable performance despite high base effects, with significant growth in milk powder and cold drink products. New Dairy's low-temperature products continued to show double-digit growth [4][31] 4. Frozen Foods - The frozen food industry is experiencing a turning point, with companies noting that the price war has peaked. The focus is shifting towards rational competition and value [7][30] 5. Snacks - The snack sector is undergoing strategic adjustments, with member stores and instant retail becoming key growth channels. The overall consumption environment remains weak, but the snack sector is adapting with targeted strategies [7][30]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000848 | 承德露露 | 8.91 | -1.66% | 26.70万 | 2.39 Z | | 600189 | 泉阳泉 | 7.42 | -0.80% | 26.53万 | 1.99亿 | | 603156 | 养元饮品 | 27.16 | -0.69% | 5.38万 | 1.46 Z | | 002946 | 新乳业 | 17.28 | -0.23% | ﻥ 3.65万 | 6305.95万 | | 600597 | 光明乳业 | 8.37 | 0.24% | 8.14万 | 6801.27万 | | 605388 | 均瑶健康 | 7.52 | 0.53% | 7.22万 | 5448.70万 | | 002732 | 荷博彩V | 17.65 | 0.63% | 2.73万 | 4809.55万 | | 600887 | 伊利股份 | 27.25 | 0.66% | 44.96万 | 12.22亿 | | 600419 | 天润乳 ...

《欢乐家长群》第一季播毕半年后，总制片任双有偶然发现了一个令他惊讶的现象：这部剧每周都稳定在中国大视听数据IPTV点播榜上，与 《西游记》《红楼梦》等经典以及当季热播剧同台竞技。这种首播结束一年半后仍在延续的"长尾效应"，是他职业生涯中未曾遇到的。 更出乎意料的是观众画像。原本以为核心观众是31—41岁的父母，但数据却指向了一个意想不到的群体——女大学生。她们在抖音等平台上自 发成为剧集传播的主力军，纷纷表示"像住在别人家里一样"真实、有代入感。这份来自审美要求颇高的年轻群体的认可，让主创们受到鼓舞， 并决心继续做第二季。 都市剧《欢乐家长群2》以"家长群"微观切口折射当代中国家庭的教育焦虑、代际沟通与共同成长，同时也保留着家庭剧合家欢轻松娱乐。该 剧于近日收官，并举办了研讨会。 会上，主创团队们齐聚一堂，就这部剧的创作进行了解谜与分享。 《欢乐家长群2》剧照 凌孜饰演的景婷婷则面临多重挑战：迎接新生命、产后身心波动、丈夫事业危机、家庭矛盾化解等。她通过表演展现了角色从温柔到独立、人 格逐渐丰满的成长轨迹。凌孜强调，婷婷的成长是大人与孩子共同进步的缩影，面对困境时，她始终积极应对，传递出真实而温暖的力量。 马 ...

《欢乐家 长群2》海报。主办方供图 中央文史研究馆馆员、文艺评论家仲呈祥指出，《欢乐家长群》系列继承了中国家庭剧的优秀传统，以 幽默温暖的方式讲述当代家庭故事，连接了万户千家的情感共鸣点。他特别强调，现实主义不仅是题 材，更是贯穿创作的精神，他肯定该剧"双向成长"的独特性——不仅孩子进步，家长也在学习如何做父 母，这种"在矛盾中追求和谐"的家庭观，正是中国式家庭剧的核心价值。 中新网北京11月3日电 (记者 高凯)由中国电视艺术委员会、陕西省广播电视局主办的电视剧《欢乐家长 群2》专家研讨会日前在北京举行。 来自制作机构、播出平台的代表，文艺评论界专家学者，及主创团队围绕该剧的创作实践、艺术特色与 社会价值展开深入研讨。 该剧总制片人任双有以创作者视角分享了剧集的创作标准。在他看来，是观众由衷地喜爱催生了剧集的 长尾效应，面对青少年观众，身为创作者有责任秉持"敢让孩子看"的底线，通过幽默化解教育焦虑，传 递理解与成长的积极能量。 该剧编剧马广源则以素材来源为切口，阐释了剧集生活质感的呈现。他提到，日常生活中的家长群是其 创作灵感的"富矿"，能让全家三代观众喜欢看，作为创作者更有动力把好故事继续写下去。 中国广 ...

Core Viewpoint - The stock of Huanlejia has shown fluctuations in price and trading volume, with a notable increase of 14.22% year-to-date, despite a recent decline in revenue and profit margins [1][2]. Group 1: Stock Performance - As of November 3, Huanlejia's stock price increased by 2.00% to 17.33 CNY per share, with a trading volume of 20.97 million CNY and a turnover rate of 0.32%, resulting in a total market capitalization of 7.581 billion CNY [1]. - Year-to-date, Huanlejia's stock has risen by 14.22%, with a 1.82% increase over the last five trading days, a 4.99% decrease over the last 20 days, and a 9.06% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on September 4, where it recorded a net purchase of 599.64 million CNY [1]. Group 2: Financial Performance - For the period from January to September 2025, Huanlejia reported a revenue of 1.042 billion CNY, reflecting a year-on-year decrease of 22.25%, and a net profit attributable to shareholders of 10.53 million CNY, down 87.43% year-on-year [2]. - Cumulatively, Huanlejia has distributed 477 million CNY in dividends since its A-share listing, with 346 million CNY distributed over the past three years [3]. Group 3: Company Overview - Huanlejia Food Group Co., Ltd. is located in Zhanjiang, Guangdong Province, and was established on December 12, 2001, with its listing date on June 2, 2021. The company specializes in the research, production, and sales of canned fruits, plant-based protein beverages, fruit juices, and yogurt drinks [1]. - The company's main business revenue composition includes beverages at 55.73%, canned goods at 38.66%, and other products at 5.61% [1].

Core Viewpoint - The company, Huanlejia, established in December 2001 and listed on the Shenzhen Stock Exchange in June 2021, is a well-known player in the canned fruit and plant protein beverage sectors in China, showcasing significant investment value due to its complete industrial chain and stable sales channels [1] Group 1: Business Performance - In Q3 2025, Huanlejia reported revenue of 1.042 billion yuan, ranking 6th among 8 companies in the industry, significantly lower than the top player, Dongpeng Beverage, which had revenue of 16.844 billion yuan [2] - The net profit for the same period was 10.5268 million yuan, placing it 7th in the industry, with a notable gap compared to Dongpeng Beverage's net profit of 3.76 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Huanlejia's debt-to-asset ratio was 41.06%, higher than the industry average of 40.04%, although it has improved from 44.03% in the previous year [3] - The gross profit margin for Q3 2025 was 29.20%, which is below the industry average of 37.58% and has decreased from 34.22% year-on-year, indicating a need for improvement in profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 4.37% to 18,600, while the average number of circulating A-shares held per shareholder increased by 4.57% to 20,700 [5] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 789,700 shares to 1.1427 million shares [5] Group 4: Strategic Initiatives - Huanlejia is experiencing short-term pressure on performance but is actively seeking change through marketing reforms and channel expansion, with direct and other models achieving a revenue increase of 45.02% in H1 2025 [6] - The company is focusing on new product development, including a brand refresh for its coconut water series, and is enhancing its channel optimization and overseas processing projects [6]

Market Overview - The beverage and dairy sector experienced a decline of 0.54% on the trading day, with Junyao Health leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Weiweijia (600300) with a closing price of 3.47, up 2.97% [1] - New Dairy (002946) at 17.01, up 2.47% [1] - Yili (600887) at 27.36, up 0.66% with a transaction volume of 621,200 shares and a transaction value of 1.702 billion [1] - Major decliners included: - Junyao Health (605388) at 7.13, down 3.52% [2] - Happy Home (300997) at 16.62, down 3.26% [2] - Beiyinmei (002570) at 6.28, down 2.64% with a transaction value of 305 million [2] Capital Flow - The beverage and dairy sector saw a net inflow of 193 million from institutional investors, while retail investors experienced a net outflow of 39.39 million [2] - The capital flow for key stocks showed: - Yili (600887) had a net inflow of 285 million from institutional investors, but a net outflow of 172 million from retail investors [3] - Chengde Lululemon (000848) had a net inflow of 42.62 million from institutional investors, with a net outflow of 5.37 million from retail investors [3] - Miao Ke Lan Duo (600882) had a net inflow of 20.36 million from institutional investors, but a significant net outflow of 29.61 million from retail investors [3]

证券代码：300997 证券简称：欢乐家 公告编号：2025-098 欢乐家食品集团股份有限公司 1 股东 名称 是否为控股股东 或第一大股东及 其一致行动人 本次解除质 押股份数量 （股） 占其所持 股份比例 占公司总 股本比例 起始日 解除日期 质权人 豪兴投资 是 1,800,000 0.78% 0.41% 2021 年 12 月 7 日 2025 年 10 月 29 日 广东华兴银行股 份有限公司广州 分行 合计 - 1,800,000 0.78% 0.41% - - - 一、 本次股份解除质押的基本情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： 股东 名称 持股 比例 持股数量 （股） 本次解除质 押前质押股 份数量（股） 本次解除质 押后质押股 份数量（股） 占其所 持股份 比例 占公司 总股本 比例 已质押股份情况 未质押股份情况 已质押股份 中的限售和 冻结数量 （股） 占已 质押 股份 比例 未质押股份 中的限售和 冻结数量 （股） 占未质 押股份 比例 豪兴 投资 52.44% 229,428,428 150,570,000 148,770,000 64.84% 34. ...

证券代码：300997 证券简称：欢乐家 公告编号：2025-097 欢乐家食品集团股份有限公司 关于股东部分股份质押的公告 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。 注：本次质押股份未负担重大资产重组等业绩补偿义务。 二、 股东股份累计质押情况 截至公告披露日，上述股东及其一致行动人所持质押股份情况如下： | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股 | 持股数量 | 本次质押前 | 本次质押后 | 占其所持 | 占公司 | 已质押股份 | 占已 | 未质押股份 | 占未 | | 名称 | 比例 | （股） | 质押股份数 | 质押股份数 | 股份比例 | 总股本 | 中的限售和 | 质押 | 中的限售和 | 质押 | | | | | 量（股） | 量（股） | | 比例 | 冻结数量 | 股份 | 冻结数量 | 股份 | | | | | | | | | （股） | ...