证券代码：300997 证券简称：欢乐家 公告编号：2025-065 欢乐家食品集团股份有限公司 股东询价转让计划书 股东李兴先生保证向欢乐家食品集团股份有限公司提供的信息内容不存在任 何虚假记载、误导性陈述或者重大遗漏，并对真实性、准确性和完整性依法承担法 律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 本次拟参与欢乐家食品集团股份有限公司（以下简称"公司"）首次公开 发行前（以下简称"首发前"）股东询价转让的股东为李兴（以下简称"出让方"）； 公司总股本为 437,473,475 股，其中公司回购专用证券账户持有 19,273,430 股。本次出让方拟转让股份总数为 13,124,200 股，占公司总股本的 比例为 3.00%，占剔除公司已回购股份后的总股本的比例为 3.14% ； 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级 市场减持。受让方通过询价转让受让的股份，在受让后 6 个月内不得转让； 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资 者。 一、 拟参与转让的股东情况 (一) 出让方的名称、持股数量、持股比例 出让 ...

华泰联合证券有限责任公司 关于欢乐家食品集团股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 （深圳市前海深港合作区南山街道桂湾五路 128 号前海深港基金小镇 B7 栋 401） 华泰联合证券有限责任公司（以下简称"华泰联合证券"）受欢乐家食品集 团股份有限公司（以下简称"欢乐家"）股东李兴（以下简称"出让方"）委托， 组织实施本次欢乐家首发前股东向特定机构投资者询价转让（以下简称"本次询 价转让"）。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所创业板股票 上市规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 16 号—— 创业板上市公司股东询价和配售方式转让股份（2025 年修订）》（以下简称"《指 引第16号》"）《深圳证券交易所上市公司自律监管指引第18号——股东及董事、 高级管理人员减持股份（2025 年修订）》等相关规定，华泰联合证券对参与本次 询价转让股东的相关资格进行核查，并出具本核查意见。 一、本次询价转让的委托 2、出让方未违反关于股份减持的各项规定或者关于持股期限的承诺。 3、李兴为欢乐家实际控制人之一、持股 5%以上的股东、现任欢乐家董事 ...

证券代码：300997 证券简称：欢乐家 公告编号：2025-064 欢乐家食品集团股份有限公司 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。 欢乐家食品集团股份有限公司（以下简称"公司"、"本公司"）近日通过 中国证券登记结算有限责任公司深圳分公司查询以及控股股东广东豪兴投资有 限公司（以下简称"豪兴投资"）、实际控制人朱文湛女士告知，获悉豪兴投资 和朱文湛女士将所持有本公司的部分股份办理了解除质押业务，具体情况如下： 关于股东部分股份解除质押的公告 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 4,300,000 1.87% 0.98% 2023 年 5 月 16 日 2025 年 7 月 4 日 广东华兴银行股 份有限公司湛江 分行 朱文湛 是 600,000 1.57% 0.14% 2023 年 5 月 16 日 2025 年 7 月 4 日 广东华兴银行股 份有限公司湛江 分行 合计 - 4,900,000 - 1.12% ...

Group 1 - The food and beverage sector showed strong performance on July 7, with companies like Huirong Technology and Jiahe Food hitting the daily limit up [1] - Meituan's retail orders reached a historical high of 120 million on July 5, with over 100 million being food delivery orders, indicating robust growth in takeaway consumption demand [1] - Huirong Technology is a key player in the vegetable fat cream sector, focusing on the R&D and production of baking food ingredients, and holds a significant position in China's vegetable fat cream market [1] Group 2 - New tea beverage stocks in the Hong Kong market also saw collective gains, with companies like Tea Baidao and Gu Ming experiencing varying degrees of increase, reflecting the surge in takeaway orders from mainland delivery platforms [1] - Guotou Zhonglu, a concentrated juice company, achieved a limit up following its announcement of a major asset restructuring plan to acquire 100% equity of China Electronic Engineering Design Institute, indicating a shift from traditional juice business to the electronic engineering sector [1] - The active performance of the food and beverage sector reflects optimistic market expectations for consumer recovery, with the historic surge in takeaway orders providing positive signals for related industry chain companies [1][2]

Group 1 - The company is focusing on high-quality canned fruit products and has introduced new variations such as reduced-sugar and juice-infused canned fruits to cater to diverse consumer preferences [1] - The company has diversified its packaging options for canned fruits, including traditional glass jars and new formats like fruit cups, aiming to strengthen its market position [1] - Coconut water, recognized for its natural electrolytes, remains a developing product for the company, with recent brand updates and new product launches to expand its market presence [1] Group 2 - The company is adopting a proactive approach to market challenges by focusing on the fruit canned and coconut beverage sectors, emphasizing innovation and new growth opportunities [2] - The company plans to enhance product differentiation and regional strategies to improve product visibility and sales performance [2] - The company is optimizing its sales strategies and expense structures based on market conditions to ensure targeted investments and effective channel development [2]

Group 1: Product Development and Strategy - The company focuses on high-quality canned fruit products, emphasizing portable, casual, and diverse ingredient small-packaged cans. Recently, it launched reduced-sugar and juice fruit canned products to meet varying consumer demands [2][3] - Coconut water, known for its natural electrolytes, remains a key product, with recent brand updates and the introduction of new products like coconut fruit water and coconut water beverages to expand its market presence [2][3] Group 2: Sales Channels and Revenue - In Q1 2025, the company achieved revenue of 46.4462 million yuan from the snack specialty channel, indicating a commitment to diversifying sales channels and enhancing product development for higher value-added offerings [3] - The company is adjusting the prices of its coconut juice products due to rising raw material costs, with price increases ranging from 1% to 8% and some regional price decreases between 1% and 5% [3][4] Group 3: Cost and Procurement - The company sources fruit primarily from Shandong and Hubei, with a significant drop in procurement prices for yellow peaches by over 30% year-on-year due to a bountiful harvest, while orange prices have seen some increases [4] - Coconut raw materials are mainly sourced from Southeast Asia, with procurement prices experiencing upward pressure due to supply and demand factors [4] Group 4: Investment and Expansion - The company plans to invest up to 3.39756 trillion Indonesian rupiah (approximately 21 million USD) in a coconut processing project in Indonesia, aimed at enhancing its upstream supply chain and product offerings [4] - The project is expected to produce coconut-related products, including fresh coconut juice and coconut water, for both local and export markets [4] Group 5: Corporate Governance - Currently, the company has not implemented an equity incentive plan [4] - During the investor relations activity, there were no disclosures of undisclosed significant information, ensuring compliance with regulations [4]

Industry Overview - The canned fruit industry in China is experiencing steady growth, projected to reach approximately 10.3 billion yuan by 2024, driven by increasing consumer demand and expansion into overseas markets [1][8] - Canned fruits are processed from fresh fruits through various methods to extend shelf life, and they include a variety of products such as pineapple, citrus, pear, cherry, peach, lychee, longan, water chestnut, and mixed fruit [1][4] Current Industry Status - China's per capita consumption of canned fruits is only 1 kg, significantly lower than the 90 kg in the US, 50 kg in Western Europe, and 23 kg in Japan, indicating a large market potential [6] - The market size for canned fruits in China decreased from 10.08 billion yuan in 2017 to 9.18 billion yuan in 2021, but rebounded to 9.497 billion yuan in 2022 due to increased home stocking demand [8] Import and Export - In 2024, China's canned fruit exports reached 640,900 tons, a year-on-year increase of 12%, with a total export value of 822 million USD, up 5% [10] - The main export products include canned oranges, peaches, pears, lychees, cherries, pineapples, longans, and mixed fruit, with canned oranges accounting for 41% of total exports [12] Competitive Landscape - The canned fruit industry has low entry barriers with over 3,000 companies, predominantly small to medium-sized enterprises, leading to a fragmented market [16] - Major players include traditional food manufacturers and emerging snack brands, with top companies in the fruit and vegetable processing market being Zhenxin, Huanlejia, Linjiapuzi, Xiduo, and Zhenpengda [18][19] Development Trends - The market is expected to grow amid fluctuations, driven by both export and domestic demand, with a projected total export volume of 2.8507 million tons for canned fruits in 2024 [23] - There is a noticeable trend towards product innovation and health-oriented offerings, with companies introducing low-sugar, additive-free, and functional products to meet consumer health demands [24] - The competitive landscape is evolving, with leading companies leveraging brand strength, technology, and distribution channels to increase market share, while smaller firms may face challenges due to rising labor costs and environmental regulations [25]

Core Viewpoint - The company is focusing on enhancing its product offerings in the canned fruit and coconut water segments while optimizing its sales strategies and cost structures to adapt to market challenges [2][3][5]. Product Development - The company is committed to high-quality canned products, emphasizing portable, casual, and diverse ingredient small-packaged canned fruit products. Recent launches include reduced-sugar versions to cater to varying consumer preferences [2]. - Coconut water, appreciated for its natural electrolytes, is being expanded with new products like coconut fruit water and coconut water beverages to diversify the price range and meet consumer demands [2]. Sales Strategy and Cost Management - In 2025, the company plans to refine its marketing efforts by tailoring sales strategies to different market conditions and optimizing expenditure structures [3]. - The company is addressing raw material costs, with a significant decrease in peach procurement prices by over 30% due to a bountiful harvest, while orange prices have seen a rise due to lower production [3]. Channel Development - The company is enhancing its multi-channel strategy, particularly in the snack specialty channel, achieving revenue of 46.4462 million yuan in Q1 2025 and plans to introduce more personalized and higher-value products [4]. Price Adjustments - The company is adjusting the ex-factory prices of its coconut juice beverages by 1%-8% due to rising raw material costs, while also lowering prices in some regions by 1%-5% [5]. Investment and Expansion - The company plans to invest up to 3,397.56 billion Indonesian rupiah (approximately 21 million USD) in a coconut processing project in Indonesia, aimed at enhancing its supply chain and product offerings [6]. Financial Performance - In Q1 2025, the company reported a main revenue of 449 million yuan, a year-on-year decrease of 18.52%, with a net profit of 34.2533 million yuan, down 58.27% [7]. - The company has a debt ratio of 40.98% and a gross margin of 31.38% [7]. Analyst Ratings - Over the past 90 days, eight institutions have rated the stock, with four buy ratings and four hold ratings, and the average target price set at 16.45 yuan [8].

Group 1: Product Development and Strategy - The company focuses on high-quality canned fruit products, emphasizing portable, casual, and diverse ingredient small-packaged cans to meet varying consumer needs [2][3] - Recent product launches include reduced-sugar canned fruit options and diversified packaging formats, such as fruit cups [2][3] - Coconut water products are positioned to enhance the company's presence in the ready-to-drink market, with new product introductions aimed at broadening the price range [3][4] Group 2: Sales Strategy and Market Adaptation - In 2025, the company plans to refine its marketing strategies based on market conditions, optimizing expenditure and structure for targeted investments [3][4] - The company aims to innovate continuously and strengthen its product matrix to enhance consumer exposure and drive sales [3][4] Group 3: Raw Material Costs and Procurement - The company sources fruit primarily from Shandong and Hubei, with a significant price drop of over 30% for peach raw materials in 2024 due to a bountiful harvest [3][4] - Coconut raw materials are sourced from Southeast Asia, with procurement prices experiencing upward pressure due to supply-demand dynamics [3][4] Group 4: Channel Development and Revenue - In Q1 2025, the company achieved revenue of 46.4462 million yuan from snack specialty channels, indicating a commitment to diversifying sales channels [3][4] - The company plans to enhance product development for higher-value, personalized offerings in the snack specialty sector [4] Group 5: Pricing Adjustments - The company has adjusted the factory prices of certain coconut juice products by approximately 1%-8% due to rising raw material costs, while some regional prices were reduced by 1%-5% [4] Group 6: Investment in Processing Facilities - The company plans to invest up to 3.39756 trillion Indonesian rupiah (approximately 21 million USD) in a coconut processing project in Indonesia, aimed at enhancing its supply chain and product offerings [4]

Core Viewpoint - The company, Huanlejia, announced plans to invest up to $21 million in a coconut processing project in Indonesia, marking a significant step in extending its supply chain and expanding into overseas markets [1][2] Group 1: Project Overview - The total investment for the coconut processing project in Indonesia is not to exceed $21 million [1] - The project aims to enhance the stability and control of raw material supply for the company's core products, ensuring food safety [1] Group 2: Strategic Importance - The project aligns with national and ASEAN development cooperation strategies, leveraging Indonesia's position as a major coconut producer [1] - By utilizing local resources and industry structure, the project is expected to create significant market value [1] Group 3: Market Competitiveness - The establishment of the processing project will improve the competitiveness of related raw material products in local and export markets, including China [2] - The company has accumulated extensive experience in the coconut juice sector, which will support the successful implementation of the project [2] Group 4: Supply Chain Enhancement - The decision to build the processing project reflects the company's commitment to extending its supply chain and expanding into international markets [2] - The project is anticipated to enhance the company's upstream supply chain layout and boost competitiveness in raw material supply [2]