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直面掌门人|好想你石训:坚守主业初心 铸就“红枣+”基业长青
Shang Hai Zheng Quan Bao· 2025-10-01 09:01
从2020年出售百草味,到近期投资零食渠道,好想你虽然在产业布局上动作不断,但石训始终强调"坚 守主业初心"。"我们要围绕'红枣+健康锁鲜食品'的主业做精做强,实现基业长青的奋斗目标。"石训日 前在接受上海证券报记者采访时表示,好想你正以红枣为基石,以创新为引擎,向全球讲述一个属于中 国的健康养生故事。 做自媒体、骑行健身、方言调侃……和父亲石聚彬相比,好想你总经理石训身上多了一种青年企业家特 有的"松弛感"。2024年末,35岁的石训从父亲石聚彬手里接棒总经理一职,正式开启"红枣2.0时代"。 面对新的挑战,石训已然心中有数。 石训坦言,出售百草味的决定带来战略收益,但也有业绩阵痛。"出售百草味的决策为我们换来了三样 宝贵的东西:资金实力、时间窗口和创新空间。预想中的是,我们获得了转型升级的资本,得以大力投 入研发,推出'红小派''黑金枣''清菲菲'等科技含量更高的深加工红枣产品,品牌定位也更加清晰。未预 想到的挑战是传统红枣消费场景收缩带来的主业压力,以及渠道优化过程中的业绩阵痛。"石训说。 传承信念:把握与老辈创业者间的变与不变 在石训的微信视频号中,镜头前的他幽默风趣,侃侃而谈。利用新媒体平台记录工作 ...
好想你石训:坚守主业初心 铸就“红枣+”基业长青
Shang Hai Zheng Quan Bao· 2025-09-29 17:46
◎记者 伊妹儿 做自媒体、骑行健身、方言调侃……和父亲石聚彬相比,好想你总经理石训身上多了一种青年企业家特 有的"松弛感"。2024年末,35岁的石训从父亲石聚彬手里接棒总经理一职,正式开启"红枣2.0时代"。 面对新的挑战,石训已然心中有数。 从2020年出售百草味,到近期投资零食渠道,好想你虽然在产业布局上动作不断,但石训始终强调"坚 守主业初心"。"我们要围绕'红枣+健康锁鲜食品'的主业做精做强,实现基业长青的奋斗目标。"石训日 前在接受上海证券报记者采访时表示,好想你正以红枣为基石,以创新为引擎,向全球讲述一个属于中 国的健康养生故事。 传承信念:把握与老辈创业者间的变与不变 0 p 石训 面对这一趋势,好想你以"红枣+"为核心策略,不做盲目扩张,聚焦功能升级与人群细分,把一颗红枣 做到了极致。石训表示:"我们围绕控糖、养气、暖身等需求推出红枣黄芪水、低GI黑金枣、红枣芝麻 丸等产品,并针对女性、职场人群及中老年人提供定制化解决方案。我们希望通过科技与品类创新,将 红枣深度融入现代健康生活,与消费者建立更稳固、更有温度的情感联结。" 坚守初心:围绕"红枣+"实现基业长青 近年来,好想你在产业投资上的动 ...
主业萎缩!“红枣大王”002582,上半年继续亏损!7亿投资鸣鸣很忙,竟这样被“拖累”
Zhong Guo Ji Jin Bao· 2025-08-17 01:30
Core Viewpoint - The company "Hao Xiang Ni" continues to face significant challenges, reporting a net loss of 19.84 million yuan in the first half of 2025, with revenue declining by 15.64% to 689 million yuan, following three consecutive years of losses [2][5]. Financial Performance - Hao Xiang Ni's revenue for the first half of 2025 decreased by 15.64% to 689 million yuan, while the net profit loss reached 19.84 million yuan [2]. - The change in accounting method regarding the investment in "Ming Ming Hen Mang" led to a reduction in investment income by 77.31 million yuan, directly impacting the net profit attributable to the parent company [5][4]. Investment and Accounting Changes - The company changed its accounting method for its investment in "Ming Ming Hen Mang" from equity method to fair value measurement, which significantly affected its financial results [5]. - In December 2023, Hao Xiang Ni invested 700 million yuan to acquire a 6.64% stake in "Ming Ming Hen Mang," but later reduced its stake to 6.2881% and withdrew from the board, necessitating the accounting change [5][4]. Business Challenges - The core business of red dates continues to decline, with revenue from red date products dropping by 16.38% to 500 million yuan and health preservation products declining by 26.13% to 25.81 million yuan in the first half of 2025 [8]. - Despite launching innovative products like "Hong Xiao Pai," which generated nearly 200 million yuan in its first year, the overall performance of the red date product line remains weak [8]. New Product Development - The company has recently entered the craft beer market with a new series of products, including red date-flavored beer, but the impact on overall performance is expected to be minimal as production is outsourced [9]. - The introduction of the "Bao Xi Jiu" series is part of the company's strategy to diversify its product offerings based on consumer demand [9]. Market Position - As of August 15, 2025, Hao Xiang Ni's stock price was 9.68 yuan, with a market capitalization exceeding 4.3 billion yuan [10].
主业萎缩!“红枣大王”002582,上半年继续亏损!7亿投资鸣鸣很忙,竟这样被“拖累”
中国基金报· 2025-08-17 01:24
Core Viewpoint - The article discusses the financial struggles of the company "好想你" (Hao Xiang Ni), highlighting a significant decline in revenue and net profit due to changes in accounting methods and ongoing challenges in its core business of red dates [2][3][4]. Financial Performance - In the first half of 2025, the company's revenue decreased by 15.64% to 689 million yuan, with a net loss of 19.84 million yuan [3]. - The change in accounting method for its investment in "鸣鸣很忙" (Ming Ming Hen Mang) led to a reduction in investment income by 77.31 million yuan, directly impacting the net profit attributable to the parent company [8]. Accounting Method Change - The company switched from equity method to fair value measurement for its investment in "鸣鸣很忙," which resulted in a significant impact on its financial statements [7]. - The decision to change accounting methods was influenced by the company's reduced stake in "鸣鸣很忙" and the withdrawal of its board member position [7]. Core Business Challenges - The core business of red dates continues to face challenges, with revenue from red date products and health preservation products declining by 16.38% and 26.13%, respectively [11]. - Despite attempts to innovate with new products like "红小派" (Hong Xiao Pai), which generated nearly 200 million yuan in its first year, the overall performance of the red date product line remains weak [12][13]. Market Position and Future Outlook - The company has ventured into new product categories, including a series of craft beers, but these initiatives are not expected to significantly impact overall performance [13]. - The company’s stock price was reported at 9.68 yuan, with a market capitalization exceeding 4.3 billion yuan as of August 15 [14].