DEKON FOOD AND AGRICULTURE GROUP 四川德康農牧食品集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代碼：2419） 公告 變更H股發售所得款項用途 茲提述(i)四川德康農牧食品集團股份有限公司（「本公司」）及其附屬公司（「本集團」） 日期為2023年11月27日的招股章程（「招股章程」），內容有關本公司全球發售（「全球 發售」或「H股發售」）之所得款項淨額；(ii)本公司日期為2023年12月5日的公告（「該 公告」），內容有關全球發售之發售價及配發結果；及(iii)本公司截至2024年12月31 日止年度之年度報告（「年度報告」）。除另有界定者外，本公告所用詞彙與招股章程 及年度報告所界定者具有相同涵義。 上市所得款項用途 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部 分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 自上市日期起至本公告日期，本集團已逐步將首次公開發售所得款項用於招股章程 所載之擬定用途。 誠如(i)招股章程「未來計劃及所得款項 ...

截至9月29日，沪深300年内累计涨幅为17.4%的前提下，林园旗下19只产品均未跑过同期沪深300，其 中6只产品年内亏损。 近期以"小登股"为代表的AI、算力、半导体、机器人、通信等热门板块领涨，而"老登股"白酒、地产、 煤炭等板块表现平平。其背后反映的是这轮行情的极致分化——科技成为目前市场最受青睐的方向。 在此轮结构性牛市行情下，百亿私募业绩也出现显著分化。私募"大佬"林园旗下多只产品收益未能跑赢 沪深300指数，部分产品甚至录得亏损。 私募排排网数据显示，截至9月29日，林园投资旗下有业绩显示的19只产品，近一年收益为正的仅有9 只，10只产品为负收益。其中收益表现最好的"林园218号"产品近一年收益为31.14%，未能跑赢沪深300 同期的42.14%，近半年收益为9.97%，大幅跑输沪深300的16.23%。 以2020年10月成立的"林园投资173号"为例，该产品仅在成立后的3个月内暴涨，随后就一路下跌，截至 9月26日，该产品跌幅达24%，而同期沪深300跌幅仅为5.35%。 今年以来的牛市行情也并未带来业绩的好转，"林园投资173号"今年以来不涨反跌，截至9月26日的跌幅 为3.77%，而 ...

Group 1: Management Changes - The recent announcement from Fuling Zhacai indicates that Zhao Ping has resigned as the board director and general manager but will continue as a senior manager, while He Yunchuan has retired and will no longer hold any position in the company [1][3] - Zhao Ping, who joined the company in 1995 and has served as general manager since 2011, is also recognized as a non-material cultural heritage inheritor of pickled vegetables [3][4] - The management transition reflects a trend towards younger leadership, with Gao Xiang, a post-80s executive, taking over as general manager, and Fu Rong and Wu Yan also being appointed to key positions [4][3] Group 2: Diversification Strategy - Fuling Zhacai is facing challenges in its core pickled vegetable market, with sales declining from 117,800 tons in 2022 to an expected 111,400 tons in 2024 [6] - The company's revenue has also seen a decline, with projected revenues of 2.45 billion yuan and 2.387 billion yuan for 2023 and 2024, respectively, representing year-on-year decreases of 3.86% and 2.56% [6] - To counteract these challenges, the company is actively pursuing diversification, including entering the pickled vegetable and compound seasoning markets, with plans to acquire a 51% stake in Weizimei, a company specializing in Sichuan-style compound seasonings [7][6]

中央纪委国家监委网站 韩思宁 侯颗 "月饼本身的真空包装算一层，固定月饼的半托和敞口手提袋不算。这意味着月饼礼盒最多再有两层包 装。"中秋国庆假期临近，国家市场监督管理总局执法稽查局日前联合北京市市场监管综合行政执法总 队，前往部分商超、酒店，实地查看在售月饼包装和价格情况。在朝阳区一家精品超市，北京市市场监 管综合执法总队二支队四级高级主办谭纯打开一款月饼礼盒，给记者介绍道。 近年来，针对月饼、粽子等商品的过度包装问题，市场监管总局不断完善相关标准体系，明确规定月饼 的包装层数不应超过三层，不应使用贵金属和红木材料，从源头上遏制奢靡之风。中央纪委国家监委驻 市场监管总局纪检监察组立足职责职能，加强与驻在单位的贯通协同，深入开展市场调研，充分利用工 作建议和专题会商机制，强化日常监督，压实职能部门监管责任，助力营造健康有序的市场环境。 记者了解到，市场监管部门对于过度包装的治理，已经从流通环节拓展至生产环节。在驻市场监管总局 纪检监察组推动下，今年3月，市场监管总局下发《加强商品过度包装治理体系建设实施方案》，明确 防范生产环节过度包装相关要求。 "新方案通过引导生产厂家严格按照限制商品过度包装强制性标准生产 ...

Core Viewpoint - Zhejiang Wufangzhai Industrial Co., Ltd. is planning to list H-shares in Hong Kong to accelerate its international strategy and enhance its overseas business presence [1][6] Group 1: Company Overview - Wufangzhai, established in 1921, is recognized as a "Chinese Time-honored Brand" and became the first publicly listed company in the zongzi (sticky rice dumpling) sector three years ago [1][3] - The company operates in both food production and restaurant services, with its main revenue derived from glutinous rice products, including zongzi, mooncakes, and other rice-based items [3][4] Group 2: Financial Performance - In the first half of the year, Wufangzhai reported a revenue of 1.592 billion yuan, a year-on-year increase of 0.66%, and a net profit of 195 million yuan, reflecting a decline of 16.7% [3][4] - The main business revenue was 1.556 billion yuan, with zongzi contributing 1.331 billion yuan, accounting for over 85.53% of total revenue [3][4] Group 3: Market Challenges - The zongzi business is facing increasing competition due to diversified consumer demands, leading to a decline in profitability [6][4] - The number of distributors decreased by 42 to 620, with distributor revenue declining by 4.55% year-on-year [4][6] Group 4: International Expansion Strategy - Wufangzhai aims to expand its overseas market presence, having successfully entered new markets such as South Korea, UAE, and Thailand, and obtained export qualifications for non-zongzi products [6][7] - The company has established subsidiaries in countries like Singapore, France, Japan, and Australia to facilitate its international strategy [6][7] Group 5: Consumer Demographics - The primary target demographic for Wufangzhai's international expansion is overseas Chinese, as zongzi is a traditional festive food that may not appeal to foreign consumers [6][7] - The company recognizes the potential of its restaurant offerings, which include a variety of Chinese dishes, to attract a broader customer base in international markets [9]

Core Points - The company announced the complete sale of shares held under its first employee stock ownership plan, totaling 39,846,053 shares, which represents 3.29% of the company's total equity [1] - The employee stock ownership plan is set to expire on September 29, 2025, with the actual holding period consistent with the disclosed duration of the plan [1] - The management committee is currently completing asset liquidation and profit distribution in accordance with relevant laws and regulations [1]

Core Viewpoint - Fuling Pickle is facing stagnation in performance, leading to significant management changes and a need for new growth strategies as traditional sales channels decline [1][2][6]. Management Changes - Zhao Ping, the long-serving general manager, has stepped down, and Gao Xiang has been appointed as the new general manager [1]. - Zhao Ping has been with the company since 1995 and has played a crucial role in its development over the past 15 years [1]. Performance Stagnation - The company's revenue growth slowed to 1.18% in 2022, with projections for continued decline in 2023 and 2024 [1]. - Sales volume of pickled vegetables peaked at 135,600 tons in 2020 but is expected to drop to 111,400 tons by 2024, a decrease of nearly 18% [1]. Market Dynamics - The pickled vegetable market is experiencing increased competition, with consumers shifting preferences towards alternative products [2]. - The core consumer base, primarily urban migrant workers, is diminishing as many return to their hometowns due to economic factors [2]. Sales and Distribution Challenges - Despite expanding the number of distributors from 1,790 in 2019 to 3,239 in 2023, revenue growth has stagnated since 2022 [3]. - In the first half of the year, revenue was 1.313 billion yuan, a slight increase of 0.51%, while net profit declined by 1.66% [3]. Financial Metrics - Accounts receivable and inventory have significantly increased, with accounts receivable up 28% and inventory up 12% year-on-year [3]. - The inventory turnover days reached a historical high of 193.3 days, indicating potential liquidity issues [3]. Production Capacity - The production capacity utilization rate is low, at only 76%, with actual production of 113,600 tons against a designed capacity of 149,900 tons [4]. - A planned expansion project has been delayed, with only 19.04% of the investment progress completed as of mid-year [5]. Growth Strategy - The company is pursuing a dual growth strategy, focusing on expanding into related product categories and developing new markets for compound seasonings and pre-prepared dishes [6]. - New product lines have been introduced, but their contribution to overall revenue remains minimal, with pickled vegetables still accounting for 86% of total revenue [6]. Acquisition Plans - Fuling Pickle is in the process of acquiring a 51% stake in Sichuan Weizimei Food Technology Co., which specializes in compound seasonings and pre-prepared dishes [7]. - The acquisition is still in the audit phase, and Weizimei's financial performance has shown a decline, with a projected revenue of 265 million yuan and a net profit of 39.62 million yuan for 2024 [7]. Financial Position - The company has accumulated 3.053 billion yuan in cash and 3.084 billion yuan in trading financial assets, indicating a strong liquidity position for potential acquisitions and market promotions [7].

9月29日， 广西北海市合浦县应急管理局发布情况通报： 近日，网络上流传"合浦某月饼厂工人掉进机器，几天后才被发现""做出来的月饼被卖出去 了"等信息，经调查，相关传言纯属谣言，严重误导公众，造成极其不良的社会影响。 2025年9月6日10时56分，合浦县浦缘丰食品有限公司调试设备过程中发生一起安全生产 事故，一名员工操作不慎，手臂被面粉搅拌机卷入，头部夹伤，经抢救无效死亡。事故发生 后，我局和属地乡镇政府、派出所第一时间赶往事故现场，组织开展事故应急处置和调查等 工作。 事故发生时，该企业尚未开始生产月饼，事故发生后，我局第一时间责令企业停产整顿，至 今未恢复生产，不存在网传情况。 据 极目新闻， 9月28日晚，有网友在微信群内发文称，广西北海合浦县一家食品厂发生安 全生产事故，有工人掉入月饼机器内，做出的月饼已经被售出。 聊天记录截图 聊天记录中，该网友还发布了一张截图。截图文件显示，9月8日下午，合浦县应急委办组 织召开全县2025年食品加工企业事故警示教育会议，深刻汲取合浦县某食品加工企 业"9•6"机械伤害事故教训。这个聊天记录中，网友还表示不要买合浦的月饼。 9月29日，合浦县应急局工作人员称，针 ...

Market Overview - On September 29, the food processing sector declined by 0.12%, with Longda Food leading the drop [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Notable gainers in the food processing sector included: - Kangbiter (Code: 833429) with a closing price of 18.72, up 1.57% [1] - Quandawei (Code: 002626) with a closing price of 18.90, up 1.56% [1] - Qianwei Yangchu (Code: 001215) with a closing price of 39.94, up 1.11% [1] - Longda Food (Code: 002726) was the biggest loser, closing at 5.07, down 3.43% [2] Trading Volume and Capital Flow - The food processing sector saw a net outflow of main funds amounting to 93.46 million yuan, while retail investors had a net inflow of 101 million yuan [2][3] - The trading volume for Longda Food was 379,600 shares, with a transaction value of 192 million yuan [2] Individual Stock Capital Flow - Jinzi Ham (Code: 002515) had a main fund net inflow of 21.06 million yuan, while retail investors contributed a net inflow of 25.93 million yuan [3] - Spring Snow Food (Code: 605567) experienced a main fund net inflow of 3.62 million yuan, but had a net outflow from retail investors of 1.16 million yuan [3]

格隆汇9月29日丨金字火腿(002515.SZ)公布，截至本公告披露日，第一期员工持股计划所持有的公司股 票通过集中竞价方式已全部出售，已出售股票数量合计为39,846,053股，占公司目前总股本的3.29%。 公司本员工持股计划于2025年9月29日到期终止，实际持股期间与《金字火腿股份有限公司第一期员工 持股计划》披露的存续期一致。管理委员会正根据相关法律法规和本员工持股计划的相关规定完成相关 资产清算和收益分配等事宜。 ...