得利斯（002330）(002330.SZ)发布公告，公司拟将持有的全资子公司山东宾得利食品有限公司(简称"宾 得利")11%股权转让给飞熊领鲜(廊坊临空自贸区)建设发展有限公司(简称"飞熊领鲜")，股权转让含税价 格为2530万元。本次交易完成后，宾得利将由公司全资子公司变更为公司控股子公司，公司持股比例变 为89%，仍在公司合并报表范围内。 ...

得利斯公告，拟将持有的全资子公司宾得利11%股权转让给飞熊领鲜，股权转让含税价格为人民币2530 万元整。本次交易完成后，宾得利将由公司全资子公司变更为公司控股子公司，公司持股比例变为 89%，仍在公司合并报表范围内。 ...

签约仪式后，双方代表共同参观了翔业集团企业文化展厅，厦门翔炬投科技开发有限公司。厦门翔 炬投是由厦门翔业集团、厦门火炬集团和厦门市政集团三家市属国有企业合资成立。公司作为厦门临空 经济区开发运营主体之一，重点布局生物医药、新能源新材料、空天装备三大战略性新兴产业，通 过"园区开发 + 产业投资 + 科技服务"的三位一体模式，助力厦门市产业升级和创新发展。 此次合作不仅是双方资源互补、优势协同的重要举措，更是得利斯持续推进渠道多元化、市场精细 化战略的关键一步。未来，双方还将在产品定制、营销联动、品牌联合推广等方面持续深化合作，为更 多消费者带来更安全、更营养、更便捷的食品选择，携手书写食品产业区域深耕与渠道融合的新篇章。 编辑：侯隽 双方将围绕区域市场开拓、系统融合、供应链协同、数据驱动等多个维度展开深度合作，万翔网商 将成为得利斯在福建省内B2G、B2B、B2C的全渠道运营平台，未来三年将逐步实现销售目标的阶梯式 跨越；同时，双方将建立常态化市场信息与消费数据共享机制，围绕区域口味偏好、消费场景开展精准 分析，共同研发符合福建市场需求的产品系列，推动从"产销对接"到"需产协同"的转型升级。 签约会上，郑思敏 ...

Core Viewpoint - The collaboration between Delisi and Wanxiang E-commerce marks a significant step in Delisi's national channel expansion, particularly in the high-potential southeastern coastal market of Fujian province [1][3]. Group 1: Partnership Details - Delisi signed a cooperation framework agreement with Wanxiang E-commerce, represented by key executives from both companies and local government officials [1]. - The partnership aims to enhance Delisi's product penetration and brand establishment in the Fujian market [1][2]. Group 2: Company Background - Delisi is a leading agricultural industrialization enterprise with over 40 years of experience in the food processing industry, specializing in low-temperature meat products and prepared dishes [1]. - The company has been recognized as one of the "Most Competitive Brands in China" by the Ministry of Commerce and ranks sixth in the 2025 list of China's top 100 prepared dish companies [1]. Group 3: Wanxiang E-commerce Overview - Wanxiang E-commerce is a state-owned enterprise focused on logistics and supply chain, serving as a designated procurement service platform for government agencies in Xiamen [2]. - The company operates three main business lines: B2C personal shopping, B2B corporate procurement, and B2G government procurement, with a robust regional channel network [2]. Group 4: Market Implications - The collaboration is expected to facilitate Delisi's access to local enterprises and consumers in Fujian, enhancing its market presence at a lower cost [3]. - The partnership will also support potential capacity collaboration and deeper regional market operations, contributing to the company's growth [3].

Core Viewpoint - The article highlights the development and significance of the Zhucheng Intangible Cultural Heritage Street, which aims to integrate traditional crafts into modern markets, particularly focusing on the wedding industry and educational tourism [1][3][5]. Group 1: Overview of Zhucheng Intangible Cultural Heritage Street - Zhucheng Intangible Cultural Heritage Street is located in a 3A-rated tourist area, covering an area of 2,600 square meters and showcasing 22 representative intangible cultural heritage projects [1]. - The street is set to open for exploratory public access on April 30, 2025, leveraging its unique geographical location and diverse heritage projects to serve as a demonstration window for Zhucheng's intangible cultural heritage [1]. Group 2: Innovative Development and Market Integration - The street focuses on creatively transforming and innovatively developing intangible cultural heritage products, aiming to integrate traditional crafts into the wedding market [3]. - By embedding personalized and culturally rich intangible heritage products into the wedding service chain, the initiative seeks to create a new path for the fusion of traditional heritage with modern wedding scenarios [3]. Group 3: Educational and Practical Engagement - The street serves as a comprehensive base for educational tourism, allowing students to engage with various intangible cultural heritage practices, thereby enhancing their learning experience [6]. - It has welcomed 95 educational teams from universities, totaling over 6,300 participants, indicating a strong interest in hands-on learning experiences related to intangible cultural heritage [8]. Group 4: Community and Event Engagement - The street actively organizes and participates in various intangible cultural heritage display events, enhancing the visibility and appeal of these projects [9]. - The integration of 12 representative projects into local events, such as the "V Super" football cup and the 2025 Zhucheng Half Marathon, demonstrates the street's commitment to community engagement and cultural promotion [9][10].

Core Viewpoint - The article discusses the ongoing challenges in China's pig farming industry, highlighting the prolonged downturn in pig prices and the impact of the pig cycle on the market dynamics [3][4][11]. Group 1: Pig Price Trends - Since April 2022, the current pig cycle has been marked by a prolonged low point, with the average purchase price of live pigs dropping to 13.11 yuan per kilogram by late November 2025, reflecting a 0.9% decrease month-on-month and a 27% decrease year-on-year [4][9]. - The lack of seasonal demand during the year-end peak indicates a persistent supply-demand imbalance in the market [4]. Group 2: Industry Responses - Major pig farming companies like Tian Kang Biological, Shennong Group, and others have halted their pig farming projects, while leading firms such as Muyuan, Wens, and others have also suspended multiple projects due to cash flow pressures [5][6]. - The overall asset-liability ratio of listed pig companies has increased, indicating heightened financial stress within the industry [6]. Group 3: Smallholder Challenges - Traditional small-scale pig farmers face dire circumstances due to their limited purchasing power for feed and veterinary supplies, resulting in higher production costs compared to large-scale operations [7]. - The cost of raising pigs for smallholders has significantly increased, with a notable difference in costs compared to large-scale farmers, leading to greater financial losses during the current price downturn [7]. Group 4: Market Dynamics - The number of breeding sows in China has remained above the normal level of 39 million, with recent figures showing around 40.4 million, contributing to the oversupply in the market [8][9]. - The prolonged low prices are attributed to the high number of breeding sows and the inability of the market to absorb the excess supply, exacerbated by competition from alternative proteins like chicken and beef [14]. Group 5: Future Outlook - The current pig cycle is seen as a potential turning point, not in terms of price recovery, but in the structural changes within the pig farming industry due to increased scale and consolidation [15]. - Companies are shifting from merely raising pigs to integrating downstream operations such as slaughtering and meat processing to mitigate cyclical risks and enhance profitability [17][18].

文｜红餐网 2020年，20元/斤的猪肉令人咋舌，但到了2025年，一斤猪肉想卖到10块钱以上都很难。 今年以来，天康生物、神农集团、天邦食品已先后表示中止养猪项目，邦基科技终止了筹划中的重大资 产重组事项。而在此之前，牧原、温氏、唐人神、金新农、东瑞股份等也已宣布终止多个生猪养殖项 目。 2025年第三季度财报数据则显示，上市猪企的整体资产负债率出现回升，行业现金流压力加剧。包括牧 原、温氏、新希望六和、天邦食品等头部猪企纷纷通过降低出栏均重、禁止商品猪流入二次育肥环节、 关停猪场等方式调整产能。 相比这些养猪规模企业，传统中小养猪户的生存处境更不容乐观。由于采购体量小，散户在饲料、疫 苗、兽药等投入方面缺乏议价权，导致养殖成本更高。 湛江科技学院生猪产业研究所曾统计，2010年养一头111公斤左右的生猪，散户需要花费1250元，大规 模养殖户的成本为1164元，相差64元。到了2021年，散户的生猪出栏重量是126公斤，成本为2709元， 大规模养殖户的生猪长到了129公斤，成本却只需要2387元，每斤成本比散户低了近14%。 几年里，猪肉价格好比坐上了过山车。几倍的价差背后，其实都是猪周期在作祟。 自2 ...

Core Insights - Shandong Delisi Food Co., Ltd. has signed a strategic cooperation agreement with Singapore Lufeng Investment Pte Ltd to enhance international collaboration and market expansion [2][5] - This partnership aims to leverage both companies' strengths in product development, smart manufacturing, cross-border investment, and localized operations [2][5] - Delisi has been actively expanding its global presence, with Singapore being a strategic market due to its significant Muslim population, aligning with Delisi's halal product offerings [6][7] Group 1: Strategic Partnership - The agreement was witnessed by key officials from both companies, highlighting the importance of this collaboration [5] - Delisi's Chairman emphasized the company's commitment to food innovation, production technology upgrades, and quality control systems to meet diverse international market demands [5] - Lufeng Investment has over 30 years of experience in the agricultural and food industry in China, providing a solid foundation for long-term strategic cooperation [5] Group 2: International Market Expansion - Delisi's international strategy includes establishing a representative office in South Africa and participating in trade expos in Southeast Asia to strengthen market presence [6][7] - The company has tailored products for the Southeast Asian market, showcasing them at the "Good Products Shandong 2025" agricultural trade expo in Malaysia [7] Group 3: Domestic Market Development - Delisi continues to deepen its domestic market presence through product innovation and supply chain optimization, focusing on school food supply and e-commerce [10] - The company has achieved significant sales milestones, including a single live-streaming event generating over 1.68 million yuan in sales [10] - Delisi operates five production bases across China, with a capacity of 180,000 tons for prepared dishes and over 3 million pigs slaughtered annually, while also pursuing digital transformation [10] Group 4: Future Outlook - The ongoing optimization of Delisi's supply chain and global expansion efforts, combined with supportive national policies, are expected to enhance the company's performance [10] - The partnership with Lufeng Investment is anticipated to mitigate risks associated with international expansion, facilitating a high-quality entry into global markets [10][11]

猪肉板块高开，大禹生物、傲农生物涨超9%，东瑞股份、得利斯、正虹科技跟涨。 ...

凭借扎实的体系支撑和持续的创新投入，得利斯集团不断推动产品升级与服务优化，为企业的可持续发 展筑牢了根基，赢得了市场的广泛信赖，持续推动着企业质量与效益的稳步提升，为行业高质量发展提 供了有益的实践参考。 未来，得利斯集团将继续在郑思敏的带领下，坚持以消费者需求为导向，通过持续深化全产业链质量管 控优势，引领行业高质量发展，朝着"成为全球领先的全产业链食品集团"的目标稳步迈进。 本报讯 （记者王僖）在12月15日召开的山东省质量大会上，得利斯集团有限公司（以下简称"得利斯集 团"）党委书记、董事长郑思敏正式获颁第十届山东省省长质量奖，成为本届获奖的5名个人之一。 山东省省长质量奖是山东省政府设立的最高质量奖项。授予质量水平领先，在创建先进质量管理模式、 推广先进质量理念、推行科学质量管理方法等方面成效突出，具有显著示范带动作用，对山东质量强省 建设作出突出贡献的单位和个人。该奖项每两年评选一届，具有较高含金量。 身为得利斯集团的带头人，郑思敏带领企业始终坚持"品质高于一切"的理念，积极构建覆盖全产业链的 全程质量管理体系，在源头，对原料进行严格筛选，奠定品质基础；在生产，依托前沿工艺与严苛标 准，实现全过程监 ...