【导读】来伊份粽子被曝吃出创可贴，公司称已下降相关产品并展开调查 中国基金报记者 南深 5月12日早间，号称"主板零食第一股"的来伊份发布了关于媒体报道的说明公告，称关注到公司蜜枣粽产品的相关舆情，已全面下架事涉批次蜜枣粽产 品，消费者可选择就近门店进行退换货，并可得到相同金额的额外补偿。 来伊份表示，将对相关问题进行全面调查，后续调查结果会及时向广大消费者公布。 5月12日早盘，来伊份股价低开约2%，随后陷入低位震荡。 该消费者在视频中表示："给宝宝喂粽子，喂到一半发现里面有东西""大家看一下，创可贴、创可贴……这个地方明显是血" "真的是气炸了……当时买就 觉得是大品牌，是连锁店（才买）"。她表示已经拨打12315投诉，并要求来伊份官方给一个明确的回应。 针对这一事件，来伊份先是在5月12日凌晨在官网发布了一份"关于蜜枣粽异物情况的说明"。 来伊份在说明中称，粽子的加工过程中，每道工序均设有专岗、专职检验人员。对于生产中员工使用创可贴的管理，工厂设有专人专岗对车间人员检查伤 口异常情况，如发现伤口明确规定不得参与裹粽等与食品直接接触的相关环节，其余非直接接触环节如需要会有专岗人员发放工厂专用的蓝色金属材质 ...

Core Viewpoint - The company has taken immediate action in response to consumer complaints regarding its product, ensuring consumer health and rights are prioritized [1][3]. Group 1: Company Response - The company has initiated a full investigation into the quality issues raised by consumers regarding its honey date rice dumplings [3]. - A special task force was organized to address the concerns and communicate with affected consumers [3]. - The company has removed the affected batch of honey date rice dumplings from shelves and is offering refunds and additional compensation to consumers [3]. Group 2: Commitment to Quality - The company emphasizes its commitment to product quality and consumer experience as a top priority [3]. - It has pledged to strengthen food safety management across all stages, including production, transportation, and sales [3]. - The company has a history of adhering to national food safety laws and regulations since its establishment [3]. Group 3: Incident Details - A consumer reported finding a suspected blood-stained adhesive bandage in the company's rice dumpling product, leading to public complaints [3][4].

Group 1 - Baichuan Energy plans to reduce its shareholding by up to 26.82 million shares, accounting for 2% of the total share capital, due to personal investment and funding needs [1] - Jinhong Gas intends to distribute a cash dividend of 1.00 yuan per 10 shares, with the record date on May 15, 2025 [2] - Jiahe Meikang's shareholder plans to reduce its stake by up to 1% of the total share capital due to liquidity needs [2][3] Group 2 - Jiadu Technology will cancel 10.20 million repurchased shares, reducing its total share capital from 2.143 billion shares to 2.133 billion shares [4] - ILE Home's shareholder plans to reduce its stake by up to 154,250 shares, accounting for 0.4778% of the total share capital, due to funding needs [5] - Lai Yifen has fully removed related batches of its honey date dumpling products from shelves due to consumer health concerns [6][7] Group 3 - CATL's vice chairman Li Ping and spouse plan to donate 4.05 million shares to Fudan University for establishing a research fund, reducing Li Ping's shareholding from 4.58% to 4.48% [8] - Shuanghuan Transmission's shareholders completed their reduction plan, selling a total of 6.69 million shares, accounting for 0.789% of the total share capital [9] - Chengfei Integration reported no significant changes in its business operations or external environment despite stock price fluctuations [10] Group 4 - Guizhou Tire's controlling shareholder plans to increase its stake by no less than 50 million yuan and no more than 100 million yuan within six months [11] - *ST Youshu's application to revoke the delisting risk warning has been approved, and its stock will resume trading under a new name [13] - Jingwei Huikai's shareholders plan to reduce their stake by up to 3% of the total share capital due to funding needs [14] Group 5 - Hualan Biological's major shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [15] - Huyou Pharmaceutical's shareholder plans to reduce its stake by up to 2.997% of the total share capital due to funding needs [16] - Dongpeng Holdings' shareholders plan to reduce their stake by up to 1.5% of the total share capital due to funding needs [17] Group 6 - Keleke's controlling shareholder plans to reduce its stake by up to 3% of the total share capital due to funding needs [18] - Dongfang Ocean's major shareholder plans to reduce its stake by 1% of the total share capital due to investor redemption requests [19] - Yisheng Shares reported a sales revenue of 141 million yuan from white feather chicken seedlings in April, with a year-on-year decrease of 7.28% [20] Group 7 - Qujiang Cultural Tourism's controlling shareholder's 12 million shares are set to be auctioned due to contractual disputes, representing 4.70% of the total share capital [21] - Duople's shareholder plans to reduce its stake by up to 123,800 shares, accounting for 2% of the total share capital, due to personal funding needs [22][23]

Core Viewpoint - The company, Laiyifen, has initiated a full investigation and has taken immediate action in response to consumer complaints regarding its product, specifically the "honey date rice dumpling," which was found to contain a blood-stained band-aid [1][2]. Company Response - Laiyifen has announced the complete withdrawal of the affected batch of honey date rice dumplings and is offering consumers the option for refunds or exchanges at nearby stores, along with additional compensation of the same amount [1]. - The company emphasized its commitment to food safety, stating that each production step has designated personnel for inspection, and strict protocols are in place to manage employee injuries to prevent contamination [1]. Production and Supply Chain - The company primarily operates on an OEM (Original Equipment Manufacturer) model, with most of its products being produced by third-party manufacturers [2]. - Laiyifen's products are sourced from over 20 countries and 25 provinces in China, covering 13 core categories, with more than 1,500 OEM products [2]. Quality Control and Management - Laiyifen employs a comprehensive lifecycle management approach for its products, including planning, development, supplier management, and quality assurance [3]. - Industry analysts have pointed out that while many companies use an OEM model, the key to product quality lies in the internal control systems and the level of oversight on manufacturing partners [3]. Financial Performance - In 2024, Laiyifen reported total revenue of 3.37 billion yuan, a year-on-year decline of 15.25%, and a net loss of 75.27 million yuan, a significant drop of 231.94% compared to the previous year [4]. - The company has indicated a strategic focus on expanding its retail formats, including lifestyle stores and warehouse membership stores, to better meet consumer needs [4]. Market Reaction - Following the announcement of the incident, Laiyifen's stock opened lower, trading at 13.21 yuan with a slight decline of 0.23% [5].

Core Viewpoint - The incident involving a consumer finding a suspected blood-stained band-aid in a product from Laiyifen has raised significant concerns about food safety and quality control, prompting investigations by both the company and regulatory authorities [1][3]. Company Response - Laiyifen has initiated a full investigation into the matter and has established a special team to address the issue, emphasizing their commitment to food safety management [1][2]. - The company has removed all affected products from its stores and is offering consumers the option to return or exchange the products with additional compensation [2]. Regulatory Oversight - The market supervision bureau in Jiaxing has acknowledged the situation and is actively monitoring the developments, promising timely updates [1]. - The consumer who reported the issue plans to submit the product sample to the market regulatory authority for further examination [5]. Background on Companies - Laiyifen, founded in 1999, primarily sells self-branded snacks through contract manufacturing and was listed on the Shanghai Stock Exchange in 2016. In 2024, the company reported a revenue decline of 15.25% to 3.37 billion yuan and a net loss of 75.27 million yuan [6]. - Wufangzhai, established in 1921, specializes in seasonal foods and was listed in 2022. The company reported a revenue of 2.25 billion yuan in 2024, a decrease of 14.57%, with a net profit of 142 million yuan, down 14.24% [5][6].

Core Viewpoint - The incident involving a consumer finding a blood-stained band-aid in a zongzi product has raised significant concerns about food safety and quality control within the company, highlighting the risks associated with its reliance on an outsourcing production model [1][2][3]. Group 1: Incident Response - The company has announced a complete recall of the affected batch of honey date zongzi products and is offering consumers the option for refunds or exchanges, along with additional compensation [1]. - A special team has been established to investigate the issue, and the company has committed to sharing the results of the investigation with consumers [2]. Group 2: Quality Control Issues - The company's reliance on a light-asset operating model and outsourcing has led to numerous complaints regarding food quality, with reports indicating nearly a thousand complaints related to foreign objects and spoilage [3]. - Analysts have pointed out that the key issue lies in the inadequate auditing of outsourcing manufacturers, which has been exacerbated by the rapid expansion of product lines and the number of outsourcing partners [3]. Group 3: Financial Performance - The company's 2024 annual report indicates a revenue of 3.37 billion yuan, a year-on-year decrease of 15.25%, and a net loss of 75.27 million yuan, a shift from a profit of 57.05 million yuan in 2023 [4]. - The decline in revenue is attributed to reduced income from certain regional stores and adjustments to underperforming outlets, with the total number of stores decreasing by 16.28% to 3,085 by the end of 2024 [4]. - The increase in franchise store proportion to 52% raises concerns about potential further weakening of quality control at the retail level [4].

Core Viewpoint - The company has responded promptly to consumer reports of foreign objects found in its date sticky rice dumplings, emphasizing its commitment to consumer health and safety [1][2] Group 1: Company Response - The company has established a special team to investigate the incident and is actively trying to communicate with consumers to address their concerns [1] - The company has committed to covering all medical expenses for consumers who may experience health issues due to the foreign objects found in the dumplings [1] - The company has taken the affected batch of date sticky rice dumplings off the shelves and is offering consumers the option for refunds or exchanges, along with additional compensation [2] Group 2: Quality Control Measures - The company has detailed its quality control processes, stating that each production step has designated personnel for inspection [1] - There are specific protocols in place for managing employees with injuries, ensuring that those with visible wounds do not participate in food contact processes [1] - The company uses blue metal-detectable bandages for any injuries, which can be identified during production, and has a system for tracking and recovering these bandages after shifts [1][2]

作 者丨尹华禄 编 辑丨陈思颖 面对蜜枣粽引发的舆情，来伊份（6 0 3 7 7 7 .SH）于5月1 2日早间正式回应。 来伊份发布公告称，近日，公司关注到蜜枣粽产品的相关舆情，管理层对此高度重视，第一 时间组织专项工作小组对相关问题进行全面核查，现予以说明。 来伊份表示，在关注到舆情的第一时间已启动全链路调查程序，并积极与相关消费者沟通， 确保消费者的健康与权益得到保障。 同时，公司已全面下架本批次蜜枣粽产品，消费者可选 择就近门店进行退换货，并可得到相同金额的额外补偿。 "公司将对相关问题进行全面调查，后续调查结果会及时向广大消费者公布。"来伊份称，未 来，公司将进一步加强供应商生产、产品运输、销售各项环节的食品安全管理，从源头上严 防、严控、严管，确保食品安全各项措施有效执行，为消费者提供更高质量的产品和服务。 图片来源：公司官网 据媒体报道， 近日有消费者发视频投诉在来伊份的粽子中吃出疑似带血创可贴的异物。 该消 费者在视频中表示，给小孩喂粽子，在里面发现了异物，"（为）创可贴……这个地方明显是 血"，并要求来伊份官方给一个明确的回应。 、 南 财 快 讯 记 者 注 意 到 ， 来 伊 份 的 天 ...

Group 1 - Company responded to public concerns regarding its product, the honey date rice dumpling, and initiated a comprehensive investigation [1][4] - The company has removed the affected batch of honey date rice dumplings from shelves and is offering consumers the option to return or exchange the product with additional compensation [1] - Company plans to enhance food safety management across all supply chain stages to ensure higher quality products and services for consumers [1] Group 2 - Company reported a 15.25% year-on-year decrease in revenue for 2024, totaling 3.37 billion yuan, and transitioned from profit to a net loss of 75.27 million yuan [8] - As of December 31, 2024, the company operated a total of 3,085 stores, a 16.28% decrease year-on-year, with a shift towards a higher proportion of franchise stores [8] - The increase in franchise store proportion indicates the company's transition from a traditional retail model to a chain management and supply chain platform model [8]

Group 1 - A consumer in Jiangsu reported finding a suspected blood-stained adhesive bandage in a rice dumpling from Laiyifen, prompting the company to initiate a full investigation and apologize for the incident [2] - Laiyifen has taken the affected product, the honey date rice dumpling, off the shelves and established a special team to investigate the matter, promising to cover any medical expenses incurred by consumers due to the incident [2][14] - The company emphasized its commitment to food safety, stating that each production process has designated inspection personnel and that any employee with visible injuries is prohibited from handling food directly [2][9] Group 2 - Laiyifen has faced multiple complaints regarding foreign objects in its products, including a case where a consumer found a stone in a dried fruit product, leading to a compensation of 1,000 yuan after intervention from local authorities [6][7] - In August, another complaint surfaced regarding moldy cashews, to which Laiyifen responded by expressing regret and promising to investigate the issue [9] - Since its establishment in 2001 and subsequent listing in 2016, Laiyifen has encountered growth challenges, with a reported revenue decline of 9.25% in 2023, totaling 3.977 billion yuan, and a significant profit drop of 44.09% [14][15]