加速拓展南方市场 作为扎根山东、业务遍及全国的老牌肉制品企业，得利斯此次落子上海，是对其既有全国网络的战略升 级，有望以此为跳板深入南方市场腹地。 得利斯有关负责人在接受《证券日报》记者采访时表示，目前，得利斯拥有山东、北京、陕西、吉林、 江西五大生产基地，而该公司在南方市场的业务开展能力则相对薄弱。 根据得利斯此前相关公告，上海运营中心建设项目预计总投资9305.99万元，集研发、营销、品牌推广 等多功能于一体，其中，营销中心将构建立体化的市场开拓体系；研发中心则将聚焦中式、西式等预制 食品的创新开发。该公司负责人表示，此举旨在进一步丰富公司在预制食品领域的产品储备，持续在产 品端、标准端、安全端等方面建立技术优势。 广州加倍管理咨询有限公司创始人张蓓蓓对《证券日报》记者表示，在预制菜行业竞争白热化的当下， 通过上海运营中心强化研发，得利斯能够率先推出更具创新性与差异化的产品，满足消费者日益多样化 的饮食需求，有望在产品同质化严重的市场中脱颖而出。 此外，依托上海成熟的电商与新媒体生态，该中心也被赋予推动公司新零售业务进阶的使命。得利斯此 前线上业务已具规模，据悉其新零售事业部2025年销售额已突破1亿元， ...

1月24日，山东得利斯食品股份有限公司（以下简称"得利斯"）上海运营中心及旗舰店在上海市杨浦区 启用。山东省及上海市相关部门负责人，潍坊市、诸城市有关领导，以及公司代表共同出席活动。此举 标志着得利斯在华东市场的布局进入新阶段。 公司董事长郑思敏在启用仪式上表示，上海运营中心是得利斯立足长三角、辐射全中国、链接全世界的 战略抉择。未来，得利斯将以上海总部为引擎，以更优质的产品、更完善的服务、更开放的姿态，共拓 中国肉食品行业的新未来，为推动中国食品行业高质量发展贡献得利斯力量。 值得一提的是，该运营中心同步设立了研发中心，聚焦中式、西式等预制食品的创新开发。得利斯始终 坚持自主创新的发展道路，建设了低温肉制品重点实验室、食品安全追溯与预警工程研究中心两个市级 研发平台，研发能力处于国内领先水平。依托上海先进的技术发展风向和众多的餐饮、食品人才资源， 公司有望构建更具创新能力的技术研发平台，进一步丰富在预制食品领域的产品储备，持续在产品端、 标准端、安全端等方面建立技术优势，助力公司扩大市场份额，夯实预制食品领先企业的地位。 品牌展示与业务协同方面，运营中心将成为链接合作伙伴、消费者与行业的重要桥梁。公司表示， ...

Core Viewpoint - The report highlights a decline in the export value of China's agricultural and sideline food processing industry, indicating potential challenges for companies in this sector [1] Group 1: Industry Overview - By December 2025, the export value of the national agricultural and sideline food processing industry was 20.14 billion, showing a year-on-year decrease of 7.3% [1] - The cumulative export value for the entire year of 2025 was 209.95 billion, reflecting a cumulative year-on-year decline of 6% [1] Group 2: Companies Mentioned - Listed companies in the agricultural and sideline food processing sector include Hezhizhen (000716), Shuanghui Development (000895), Qianwei Yangchun (001215), Qingdao Food (001219), Sanquan Food (002216), Delisi (002330), Jinzi Ham (002515), Qiaqia Food (002557), Wufangzhai (603237), Anjixin Food (603345), Juewei Food (603517), Huifa Food (603536), Youyou Food (603697), Liangpinpuzi (603719), Laiyifen (603777), and Taoli Bread (603866) [1] Group 3: Research Report - The report titled "2026-2032 China Nutrition Food Processing Industry Market Management and Development Prospects" was published by Zhiyan Consulting, a leading industry consulting firm in China [1] - Zhiyan Consulting has been deeply engaged in industry research for over a decade, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [1]

Core Insights - The article discusses the performance and trends in China's food manufacturing industry, highlighting a decline in export values for 2025 [1] Industry Overview - The total export value of China's food manufacturing industry in December 2025 is reported to be 12.93 billion yuan, reflecting a year-on-year decrease of 6.3% [1] - Cumulatively, the export value for the entire year of 2025 is 137.39 billion yuan, which shows a year-on-year decline of 1.8% [1] Company Listings - The article lists several companies in the food manufacturing sector, including: - Hezhimama (000716) - Shuanghui Development (000895) - Qianwei Yangchun (001215) - Qingdao Food (001219) - Sanquan Foods (002216) - Delisi (002330) - Jinzi Ham (002515) - Qiaqia Food (002557) - Kemin Food (002661) - Huangshanghuang (002695) - Haixin Food (002702) - Maiqu'er (002719) - Longda Meishi (002726) - Guifaxiang (002820) [1]

Group 1 - The food processing sector increased by 0.41% on January 22, with Jiaoda Onlly leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Key stocks in the food processing sector showed various performance, with Jiaoda Onlly closing at 6.93, up 4.52%, and Hai Xin Food at 6.81, up 2.10% [1] Group 2 - The food processing sector experienced a net outflow of 28.83 million yuan from main funds, while retail investors saw a net inflow of 51.78 million yuan [2] - The trading volume and turnover for key stocks varied, with Jiaoda Onlly having a trading volume of 190,700 shares and a turnover of 131 million yuan [1][2] - The stock performance of several companies showed mixed results, with some stocks like ST Chuntian and Xianle Health declining by 1.39% and 1.27% respectively [2] Group 3 - Main fund inflows were observed in stocks like Jiaoda Onlly with a net inflow of 14.38 million yuan, while retail investors showed a net inflow of 11.80 million yuan [3] - Stocks such as Shuanghui Development and Jinzi Ham also saw significant main fund inflows of 11.39 million yuan and 10.64 million yuan respectively [3] - The overall sentiment in the food processing sector appears mixed, with some stocks attracting retail interest despite main fund outflows [3]

Core Insights - The food processing sector experienced a decline of 0.82% on January 21, with Bright Meat Industry leading the drop [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Sector Performance - The food processing sector's individual stock performance showed varied results, with *ST Chuntian leading with a rise of 4.85% to a closing price of 4.32 [1] - Other notable gainers included Qianwei Yangchu, which rose by 2.48% to 45.48, and Weizhi Xiang, which increased by 1.43% to 30.56 [1] Stock Trading Data - Bright Meat Industry saw a significant decline of 6.18%, closing at 6.53, with a trading volume of 573,900 shares and a transaction value of 376 million [2] - Other stocks like Baba Foods and Kangbiter also faced declines of 3.47% and 2.34%, respectively [2] Capital Flow Analysis - The food processing sector experienced a net outflow of 61.68 million from institutional investors, while retail investors saw a net inflow of 78.20 million [2] - Individual stock capital flows indicated that *ST Chuntian had a net inflow of 17.58 million from institutional investors, while retail investors contributed a net inflow of 772.11 thousand [3]

Investment Rating - The report maintains an "Outperform" rating for the livestock industry, indicating a positive outlook for the sector [4]. Core Insights - The implementation of import beef restrictions through a "quota + tariff" system is expected to reduce the volume of imported beef while increasing prices, signaling strong protection for the domestic beef industry [1][12]. - Global beef prices are entering an upward cycle due to reduced supply in major producing regions and strong demand in consuming areas, with a projected price increase of nearly 60% from the bottom by the end of 2025 [2][52]. - Domestic beef supply and demand dynamics indicate a price increase trend that may continue until 2028, driven by a significant reduction in cow numbers and subsequent tightening of beef supply [3][19]. Summary by Sections Import Beef Policy Analysis - The Chinese government has implemented protective measures for the domestic beef industry, with a quota and additional tariffs on imported beef starting January 1, 2026, for a duration of three years [1][12]. - The expected import volume for 2026 is projected to be approximately 2.34 million tons, a reduction of nearly 20% compared to 2024 [1][15][42]. Overseas Beef Price Cycle Outlook - Global beef prices are expected to maintain an upward trend due to supply reductions in major producing areas and strong demand in consuming regions [2][44]. - The FAO reports that global beef prices have increased by nearly 60% from their lowest point as of December 2025 [2][52]. Domestic Beef Supply and Demand Analysis - The domestic beef industry is experiencing a turning point, with a significant increase in prices anticipated until 2028 due to a reduction in cow numbers and a tightening supply [3][19]. - The report highlights that the beef production cycle has a lag effect, with the impact of cow culling expected to be felt from early 2026 through 2028, leading to a widening supply gap [3][20].

Core Viewpoint - The company, Delisi, has not engaged in any certification related to the commercial aviation sector or space station supply chain, and currently does not have any related business activities. However, the company will actively monitor market opportunities and development prospects in these areas [1]. Group 1 - The company has clarified that it is not involved in the commercial aviation or space station supply chain certification [1] - There are no current business operations in these sectors [1] - The company expresses a commitment to observing market opportunities and future developments in these fields [1]

Core Viewpoint - The company, Delisi, is engaging in discussions with Guizhou Moutai Group regarding industry upgrades, brand internationalization, and sustainable development, indicating a potential for future collaboration in technology research and market resource integration [1]. Group 1 - Delisi has communicated with investors about its discussions with Guizhou Moutai Group during a recent visit [1]. - The topics of discussion included industry upgrades, brand internationalization, and sustainable development [1]. - Both companies plan to maintain good communication and explore collaboration opportunities in technology research and market resource integration [1].

证券之星消息，1月19日食品加工板块较上一交易日上涨1.36%，安井食品领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。食品加工板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603345 | 安井食品 | 89.38 | 5.59% | 6.91万 | 6.10亿 | | 605338 | 巴比食品 | 32.40 | 4.68% | 4.53万 | 1.45亿 | | 605567 | 春壹食品 | 11.56 | 3.96% | 5.13万 | 5854.68万 | | 600073 | 光明肉业 | 6.75 | 3.85% | 1 29.95万 | 2.00亿 | | 002330 | 得利斯 | 667 | 3.74% | 28.16万 | 1.40亿 | | 920429 | 康比特 | 16.75 | 3.72% | 2.64万 | 4384.44万 | | 000639 | 西王食品 | 3.26 | ...