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休闲食品行业上市公司董秘观察:5位董秘年薪过100万 立高食品董秘王世佳薪酬达到138.75万元
Xin Lang Zheng Quan· 2025-08-08 11:17
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 有2位董秘年薪低于40万,分别是甘源食品张婷,为32.87万元;以及青岛食品张松涛,为37.44万元。 剔除2023年开始任职数据之后,有10位董秘去年涨薪,涨薪金额最高的是三只松鼠董秘,上涨29.78万 元。广州酒家董秘陈扬,涨薪15.43万元至89.26万元。桃李面包董秘张银安涨薪15.28万元至68.21万元。 万辰集团蔡冬娜涨薪11.72万元至56.75万元。 剔除2024年开始离职数据之后,有6位董秘去年降薪。好想你董秘豆妍妍降薪17.66万元至59.79万元。麦 趣尔董秘降薪16.69万元。来伊份董秘林云降薪9.92万元至60.64万元。良品铺子董秘徐然降薪6.36万元至 85.13万元。 从学历来看,以硕士为主,占比达到43%,其次是本科,占比57%。博士有1人,专科也有一人。 从薪酬来看,有5位董秘年薪过 ...
休闲食品行业上市公司董秘观察:5位董秘年薪过100万 三只松鼠董秘潘道伟达到150.66万元
Xin Lang Zheng Quan· 2025-08-08 11:14
专题:专题|2024年度A股CFO数据报告:美的集团钟铮年薪946万,比亚迪周亚琳896万 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 分行业来看,A股休闲食品行业27家上市公司董秘薪酬均值为72.73万元,略低于市场均值。 从年龄来看,40(含)-50岁为主力,占比达到39%;50(含)岁以上及30(含)-40岁均为7人,占比均 为30%。 立高食品董秘王世佳最年轻,仅33岁,薪酬达到138.75万元。劲仔食品董秘丰文姬仅36岁,薪酬达到 97.08万元。 剔除2024年开始离职数据之后,有6位董秘去年降薪。好想你董秘豆妍妍降薪17.66万元至59.79万元。麦 趣尔董秘降薪16.69万元。来伊份董秘林云降薪9.92万元至60.64万元。良品铺子董秘徐然降薪6.36万元至 85.13万元。 责任编辑:公司观察 从学历来看,以硕士为主,占比达到43%,其次是本科,占比57%。博士有1人,专科也有一人。 从薪酬来看,有5位董秘年薪过100万,薪酬最高的是三 ...
休闲食品行业上市公司董秘观察:劲仔食品董秘丰文姬仅36岁 薪酬达到97.08万元
Xin Lang Zheng Quan· 2025-08-08 11:13
Group 1 - The total salary of CFOs in A-share listed companies for 2024 reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - The average salary of CFOs in the leisure food industry, consisting of 27 listed companies, is 727,300 yuan, slightly below the market average [1] - The highest-paid CFO is from Three Squirrels, with a salary of 1.5066 million yuan, followed by the CFO of Lihigh Foods at 1.3875 million yuan [6] Group 2 - The age group of 40 to 50 years old constitutes the majority of CFOs, accounting for 39% [3] - The educational background of CFOs shows that 43% hold a master's degree, while 57% have a bachelor's degree [5] - Five CFOs have an annual salary exceeding 1 million yuan, with the lowest salary recorded at 31,700 yuan for the CFO of Maiqu'er [7] Group 3 - Ten CFOs received salary increases last year, with the highest increase being 297,800 yuan for the CFO of Three Squirrels [7] - Six CFOs experienced salary reductions last year, with the largest decrease being 176,600 yuan for the CFO of Haoxiangni [7]
探究辣味休闲食品的成功秘诀,长沙银行千企万户大走访·平江专场活动举行
Chang Sha Wan Bao· 2025-08-07 23:32
6 4 0 0 1. #上丘沙 经济 | 5版 HARDS日 发布 基 幅/星生在 和健/副总 7日是: 二十四节气中的立税。作为近年来终 �理念,"我天的第一杯胡墨"已成为血脉。 在外震大战的热度之 平台知识家打出城天前出的广告。 商费者大播长篇,随手和盛家们要是忙个不 线上线下机资讯 下载 二虎左翼第一郎社,对任 學 日章学干部门服身 商量限定区 中国 下一日 24 CHIZED HB74 會員对 1 秋干的筆 影響之秋,各大家饮品相应开盘了整体 元在比較地上三十日時間日常 就如 杯:起来年期間公司,三国等就能便命,在 C MITAL (1) 1 Pick (1) Production (1) 1987 1等车 189 富置 材植指出 0 最重和■王周 :一直有指出秋本提供 棒雷白少季的 值得一博的 融合了解 国 示意见 国际上 国 中止於第一杯所在 I. 成为不少市民表达心量 的新造择。长沙一家花园的老板视女士介 要年轻人数调 位式感消费" 立秋那墙"秋天的繁· 网站 .初雪时 都提高配送站, 这十日时间和他日前 40 861 仪式图问证融人射中能多年轻人的生活 第三十八章 三六十八十八 407 199 ...
洽洽食品股价小幅回落 在大理新设农业公司拓展业务
Jin Rong Jie· 2025-08-06 18:56
Group 1 - As of August 6, 2025, the stock price of Qiaqia Foods is 22.72 yuan, down 0.96% from the previous trading day [1] - The trading volume on that day was 55,200 hands, with a transaction amount of 126 million yuan [1] - Qiaqia Foods primarily engages in the research, production, and sales of nut snacks, including sunflower seeds, peanuts, and beans [1] Group 2 - Qiaqia Foods has recently established an agricultural company in Dali, which will cover food production and sales, nut planting, and smart agricultural machinery sales [1] - This agricultural company is jointly held by Qiaqia Foods and Hefei Huatai Group [1] Group 3 - On August 6, the net outflow of main funds for Qiaqia Foods was 464,900 yuan, while the cumulative net inflow of main funds over the past five days was 6.4944 million yuan [1]
休闲食品板块8月5日涨0.8%,煌上煌领涨,主力资金净流出8108.22万元
Zheng Xing Xing Ye Ri Bao· 2025-08-05 08:37
Market Overview - The leisure food sector increased by 0.8% on August 5, with Huangshanghuang leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Huangshanghuang (002695) closed at 13.75, up 4.32% with a trading volume of 195,800 shares and a turnover of 268 million yuan [1] - Yanjinpuzi (002847) closed at 70.68, up 3.20% with a trading volume of 61,500 shares and a turnover of 434 million yuan [1] - Ximai Food (002956) closed at 21.20, up 2.56% with a trading volume of 49,300 shares and a turnover of 10.4 million yuan [1] - Other notable stocks include Maiqu'er (002719) up 1.89%, Guangzhou Restaurant (603043) up 0.82%, and Liangpinpuzi (603719) up 0.78% [1] Capital Flow - The leisure food sector experienced a net outflow of 81.08 million yuan from institutional investors, while retail investors saw a net inflow of 52.37 million yuan [2] - The overall capital flow indicates a mixed sentiment, with retail investors showing interest despite institutional outflows [2] Individual Stock Capital Flow - Wanchen Group (300972) had a net inflow of 28.28 million yuan from institutional investors, but a net outflow of 48.33 million yuan from retail investors [3] - Peach Bread (603866) saw a net inflow of 499.96 thousand yuan from institutional investors, while retail investors experienced a slight outflow [3] - Guangzhou Restaurant (603043) had a net inflow of 366.22 thousand yuan from institutional investors, but faced outflows from retail investors [3]
甘源食品:公司在杭州设有销售子公司,正稳步推进海外销售市场的布局
Mei Ri Jing Ji Xin Wen· 2025-08-05 01:24
Core Viewpoint - The company, Ganyuan Foods, is actively expanding its overseas market presence while maintaining its domestic operations, focusing on optimizing its supply chain in response to market demands [2]. Group 1: Company Operations - Ganyuan Foods is a modern manufacturing enterprise that integrates research and development, production, and sales of snack foods [2]. - The company operates two main production bases located in Pingxiang and Anyang, and has a sales subsidiary in Hangzhou [2]. Group 2: Market Strategy - The company is steadily advancing its layout in overseas sales markets, with plans to optimize both overseas and domestic supply chains based on market needs and business planning [2]. - Future announcements regarding the company's operations and strategies will be disclosed through official channels [2].
食品饮料周报:飞天批价保持稳定,重视大众品回调机会-20250804
Tianfeng Securities· 2025-08-04 09:44
Investment Rating - Industry Rating: Outperform the market (maintained rating) [5] Core Viewpoints - The liquor sector experienced a slight pullback, with stable prices for Feitian liquor. The white liquor index PE-TTM is at 18.06X, which is 5.23% below the reasonable low level over the past decade. Strong alpha companies such as Shanxi Fenjiu and Guizhou Moutai are recommended, along with beta companies like Luzhou Laojiao and Water Well [2][12] - The beer sector saw a decline, with Budweiser Asia reporting a 3.9% decrease in revenue and a 6.2% drop in sales in Q2 2025. However, there is optimism for recovery in beer sales due to upcoming consumption promotion policies and adjustments to alcohol bans [3][13] - The consumer goods sector is experiencing a pullback, with a focus on new products and performance data catalysts. Companies that can enhance efficiency and market share are highlighted as strong investment opportunities [4][20] Summary by Sections Market Performance Review - The food and beverage sector declined by 2.17%, while the Shanghai Composite Index fell by 0.94% and the CSI 300 Index dropped by 1.75%. Specific declines included snacks (-3.03%) and soft drinks (-4.28%) [1][21] Liquor Sector Insights - The white liquor sector saw a 2.40% decline, with notable drops in companies like Shanxi Fenjiu and Shede Liquor. Despite this, the mid-term value of the sector remains promising [2][12] - The yellow wine sector is also under observation, with companies like Gu Yue Long Shan actively repurchasing shares [12] Beer and Beverage Sector Insights - The beer sector's decline was led by companies like Qingdao Beer and Budweiser Asia. The latter's performance was impacted by weak demand in China and Korea [3][13] - The soft drink sector also faced challenges, with companies like Nongfu Spring and Master Kong showing declines [15] Consumer Goods Sector Insights - The consumer goods sector is focusing on new product launches and performance data. Companies like Qiaqia Food and Jinzai are expanding their product lines [4][20] - The dairy sector remains stable, with average milk prices at 3.03 RMB/kg, showing a year-on-year decline of 5.90% [18] Investment Recommendations - Strong alpha liquor companies such as Shanxi Fenjiu and Guizhou Moutai are recommended, along with consumer goods companies that focus on cost reduction and market share growth [5][20]
食饮行业周报(2025年7月第4期):白酒关注中秋国庆表现,重视新消费回调机会-20250803
ZHESHANG SECURITIES· 2025-08-03 09:59
Investment Rating - The industry rating is maintained as "Positive" [4] Core Views - The report emphasizes the importance of the Mid-Autumn Festival and National Day performance for the liquor industry, recommending strong brand leaders in the liquor sector, particularly in the white liquor category [1][10] - The new consumption trend is expected to continue despite a short-term adjustment, with opportunities for investment in brands that align with rational quality consumption and emotional value [2][24] - The white liquor sector is advised to focus on potential policy catalysts and low-level rebounds, with a cautious assumption of profit bottoms for leading companies [10] Summary by Sections White Liquor Sector - Recommended brands include Guizhou Moutai, Shanxi Fenjiu, and Luzhou Laojiao, with a focus on strong brand momentum and high ROE, dividends, and share buybacks [1][10] - The white liquor sector experienced a decline of 2.40% during the trading period from July 28 to August 1, with specific companies like Zhenjiu Lidu and Gujing Gongjiu facing significant drops [3][30] Consumer Goods Sector - The new consumption sector is undergoing a structural adjustment but remains a key area for investment, with recommended stocks including Weidong Meishi, Wancheng Group, and Yili Group [2][24] - The consumer goods sector saw a mixed performance, with meat products gaining slightly while non-dairy beverages and white liquor faced declines [11][30] Company Updates - Guizhou Moutai is expanding its market presence through partnerships with platforms like Meituan, indicating a strategic move to enhance distribution channels [5] - Jinshiyuan is focusing on national expansion, with a clear three-step plan to establish itself as a leading brand in the high-end liquor market [6][7] Market Data - The report notes that the white liquor price for Moutai remains stable at 1860 RMB per bottle, with similar stability observed in other leading brands [9][47] - The overall valuation for the food and beverage industry is reported at 20.66 times, with the white liquor sector showing a valuation of 18.06 times [35]
得利斯与海福盛、新三和签署《战略合作协议》 拓展冻干产品深入休闲食品市场
Quan Jing Wang· 2025-08-03 09:35
Core Viewpoint - Delisi has signed a strategic cooperation agreement with Haifusheng and Xinsanhe to enhance collaboration in product supply, market expansion, technology synergy, and the development of freeze-dried pet food, aiming to leverage each other's strengths for mutual growth [1][2]. Group 1: Strategic Cooperation - The cooperation will focus on product supply and procurement, market expansion, technology collaboration, and the development of freeze-dried pet food [1]. - Delisi aims to utilize this partnership to enhance production efficiency, upgrade its product matrix, and expand market boundaries, particularly in the leisure food sector [1][2]. Group 2: Market Potential - The freeze-dried food market is growing, with China's leisure food industry market size increasing from 410 billion yuan in 2010 to 1,165.4 billion yuan in 2022, and projected to reach 1,237.8 billion yuan by 2027 [2]. - Delisi's collaboration is expected to enrich its product system and leverage its expertise in meat processing to gain a competitive edge in the leisure food market [2]. Group 3: Supply Chain and Production - Delisi has a slaughtering capacity of 3 million heads annually and a prepared food capacity of 180,000 tons, which will be prioritized for supply to its partners [3]. - The "dual-priority" supply chain model will stabilize order demand, reduce production costs, and enhance product quality through long-term cooperation [3]. Group 4: Technological Advancements - The partnership will allow Delisi to enhance its product offerings by integrating advanced freeze-drying technology, leading to innovative and differentiated products [3]. - Both parties will establish a communication mechanism for technology and business exchanges, sharing expertise in deep processing, freeze-drying, and food safety management [3]. Group 5: Sales and Market Penetration - Delisi will benefit from Haifusheng's strong online sales performance and mature operational experience, which will help expand its online market presence and brand influence [4]. - The collaboration will also explore the development of freeze-dried pet food, targeting the growing pet food market, which is expected to grow from 15.7 billion yuan in 2012 to 158.5 billion yuan by 2024, with a compound annual growth rate of 21.2% [4].