（文章来源：每日经济新闻） 每经AI快讯，9月4日，食品饮料股午后持续拉升，欢乐家20%涨停，品渥食品涨超10%，熊猫乳品、均 瑶健康、一鸣食品涨幅居前。 ...

食品饮料股午后持续拉升，欢乐家20cm涨停，品渥食品涨超10%，熊猫乳品、均瑶健康、一鸣食品涨 幅居前。 ...

Group 1: Company Insights - Joyful Home is focusing on high-quality canned products, introducing new portable and diverse packaging options, and has seen over a 30% year-on-year increase in coconut raw material procurement prices due to rising demand and quality requirements [1] - Jingwang Electronics achieved a revenue of 7.095 billion yuan in the first half of 2025, a year-on-year increase of 20.93%, while net profit decreased by 1.06% to 650 million yuan [2] - Lens Technology has partnered with leading companies in the 3D printing industry for joint research and development, with some products expected to be mass-produced next year [3] - Yingtan Technology's smart vending control system product line saw a significant year-on-year growth of 442.94%, primarily due to the large-scale delivery of smart opening cabinet products [4] - Antu Bio's chemical luminescence product prices have decreased due to centralized procurement and DRG policy implementation, leading to reduced testing volumes, although the installed capacity is expected to reach a new high in 2024 [5] Group 2: Market Trends and Developments - The demand for high-end PCB production is increasing, with Jingwang Electronics investing 5 billion yuan in the Zhuhai Jinwan base for capacity expansion [2] - The smart grid product line of Yingtan Technology is expected to improve in the second half of the year after a decline in the first half due to slowed bidding processes [4] - Antu Bio anticipates that the impact of policies will clear by the end of 2024 or 2025, leading to stable growth in the luminescence business over the next 3-5 years [5]

欢乐家分析师会议 调研日期：2025年09月01日 调研行业：食品饮料 参与调研的机构：中信证券、Dymon Asia、Capital Group、 Point 72、Harding Loevner等 / 机构调研pro小程序 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | 颜的集团 | | | 例体位次数 4 | 24/40 33 | | FININ EXIAN, BENN, LEWI | | | 極力集团 | | | · 例计以上的 8 | 品机构管 23 ...

每经头条（nbdtoutiao）——个人消费贷贴息明日开闸！贷30万元最多可享贴息3000元，一文读懂→ （记者 王晓波） 截至发稿，欢乐家市值为77亿元。 每经AI快讯，欢乐家（SZ 300997，收盘价：17.5元）发布公告称，2025年9月1日，欢乐家接受中信证 券等投资者调研，公司副总裁、董事会秘书范崇澜等人参与接待，并回答了投资者提出的问题。 2025年1至6月份，欢乐家的营业收入构成为：饮料行业占比55.73%，罐头行业占比38.66%，其他业务 占比5.61%。 ...

Company Overview - In the first half of 2025, the company achieved operating revenue of 748 million yuan and a net profit attributable to shareholders of 18.55 million yuan [1] - The company focuses on the research, production, and sales of plant protein beverages, fruit canned goods, juice drinks, and lactic acid bacteria beverages [1] - The company has established a dual-driven development strategy centered on fruit canned goods and coconut juice, with a strong market presence in orange and peach canned products [1] Industry Context - The beverage industry is facing cost pressures due to high prices of natural raw materials like fruits and coconuts, influenced by climate and supply-demand dynamics [2] - The plant protein beverage market reached a scale of 135.1 billion yuan in 2022 and is expected to exceed 140 billion yuan by 2026 [2] - Companies with stable procurement mechanisms and supply chain management are better positioned to withstand raw material price fluctuations [2] Strategic Initiatives - The company has mitigated the impact of rising raw material prices by establishing long-term partnerships with key suppliers and developing overseas coconut processing projects [2] - The company is increasing the proportion of high-margin products in its portfolio, such as festive gift boxes of coconut juice and low-sugar fruit canned goods, to enhance profitability [2] Market Trends - Brand influence is crucial during periods of raw material price volatility, with consumers willing to pay more for low-sugar, no-sugar, and natural ingredient beverages [3] - The company is well-positioned to launch high-margin new products during peak seasons, leveraging its established brand recognition in the coconut beverage and fruit canned goods sectors [3] - Despite raw material price fluctuations, the long-term growth trend of the industry remains intact, with structural opportunities in health-oriented consumption and diversified channels continuing to emerge [3]

Group 1: Product Development and Strategy - The company focuses on high-quality canned fruit products, emphasizing portable, casual, and diverse ingredient small-packaged cans [2] - New product offerings include reduced-sugar fruit cans and juice fruit cans, with diverse packaging options such as fruit cups and high-barrier bags [2] - Coconut water products are positioned as healthy beverages, with a brand refresh conducted this year [3] Group 2: Raw Material Cost Changes - The procurement price of fresh coconut juice and coconut water increased by over 30% year-on-year in the first half of 2025 due to rising market demand and higher quality requirements [3] Group 3: Emerging Channel Business Progress - The company is expanding into new sales channels, achieving revenue of 87.82 million yuan from snack specialty chains in the first half of 2025 [3] - Ongoing efforts to enhance communication and product development for membership stores and B-end catering channels to explore business opportunities [3] Group 4: Overseas Coconut Processing Project - A coconut processing project in Vietnam generated revenue of 38.79 million yuan in the first half of 2025 [4] - The company plans to invest up to 3.39756 billion Indonesian rupiah (approximately 21 million USD) in a coconut processing project in Indonesia, with a 12-month construction period [4] Group 5: Sales Expense Management - Sales expenses decreased in the first half of 2025, with plans for refined management and targeted investment strategies based on market conditions [4]

证券代码：300997 证券简称：欢乐家 公告编号：2025-078 欢乐家食品集团股份有限公司 关于设立全资子公司并完成工商注册登记的公告 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。 一、 投资设立全资子公司概述 欢乐家食品集团股份有限公司（以下简称"公司"）根据经营发展及战略规 划需要，使用自有资金人民币 1,000 万元出资设立了全资子公司宿迁众兴利华供 应链有限公司（以下简称"宿迁众兴利华"）。根据《深圳证券交易所创业板股 票上市规则》《公司章程》以及公司《投融资管理制度》相关规定，本次投资设 立全资子公司事项在总经理审批权限范围内，无需提交董事会和股东会审议。 本事项不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定 的重大资产重组。 二、 本次设立全资子公司的基本情况 近日，公司已完成了宿迁众兴利华的工商注册登记手续，并领取了由沭阳县 市场监督管理局颁发的《营业执照》，基本信息如下： 住所：江苏省宿迁市沭阳县花木大世界 1 号营业楼 228 铺 经营范围：许可项目：食品销售（依法须经批准的项目，经相关部门批准后 方可开展经营活动，具体 ...

Core Viewpoint - The company is adapting to changes in sales channels and consumer demands by expanding into emerging channels such as snack specialty chains, with a focus on fruit canned products and coconut juice beverages [1] Group 1 - The company reported that its canned fruit products, including yellow peach and orange canned goods, have entered leading and mid-tier snack specialty chains [1] - In the first half of 2025, the revenue from this channel reached 87.82 million yuan [1] - The company aims to actively promote new product development and partnerships to enhance sales scale in response to market demand [1]

证券日报网讯欢乐家8月28日在互动平台回答投资者提问时表示，公司2025年半年度业绩波动主要原因 是公司处于营销改革初期；部分主要原材料采购成本涨幅较大；公司产品结构变化以及零食专营连锁渠 道和椰子类原料初加工销售等多元化渠道及业务的影响。2025下半年公司重点工作计划包括：（1）继 续深化营销改革工作，在产品端、渠道端和销售端加快优化升级，为迎接下半年多个重要节日礼品销售 旺季提前部署铺货、陈列、网点消费推动等市场开拓工作；（2）以椰子汁和水果罐头产品为核心基 础，围绕口感、健康、功能等方面，根据消费者的饮食习惯进行新产品的开发和储备，针对不同渠道开 展专项营销方案。同时通过品牌联名等方式使公司产品面向更多消费群体；（3）持续拓展渠道及业务 多元化工作，公司将顺应零食专营系统市场需求，积极推进新品开发和合作，提升该渠道的销售规模， 同时稳步开展海外椰子加工项目的建设工作及椰子类原料初加工销售业务。 （文章来源：证券日报） ...