10月29日，甘源食品发布投资者关系活动记录表。当中披露，关于公司第三季度收入和毛利率情况，甘 源食品称，收入方面，公司对经典产品进行了创新，刺激豆类产品新的增长点，风味豆、健康豆等新品 逐步放量，第三季度营收较上年同期增长4.37%；毛利率方面，公司的毛利率水平波动较小。2025年1-9 月综合毛利率同比下降0.63%，主要受到原料成本上升的影响。2025年第三季度，随着营收规模的增 长，以及公司在豆类产品上形成规模化生产效应，第三季度毛利率水平较上年同期有所提升。 谈及公司产品规划以及新品储备计划，甘源食品还表示，公司以豆类和风味坚果作为两大战略品类。在 豆类领域，在经典产品基础上，成功推出了如绿蚕豆、翡翠豆等新品，并正积极拓展"健康豆养"系列。 风味坚果方面，以技术创新联动风味创新，构建产品壁垒，打造差异化风味坚果产品。公司以芥末味夏 威夷果仁等产品切入市场，分渠道实现逐步覆盖。综上，公司拥有持续的新品储备和迭代计划，通过产 品创新，不断拓展市场空间，提升品牌价值，优化盈利能力，从而实现高质量增长。 （企业公告） ...

（记者 王晓波） 截至发稿，黑芝麻市值为47亿元。 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ 每经AI快讯，黑芝麻（SZ 000716，收盘价：6.18元）10月29日晚间发布三季度业绩公告称，2025年前 三季度营收约14.69亿元，同比减少7.52%；归属于上市公司股东的净利润约682万元，同比减少 83.67%；基本每股收益0.009元，同比减少83.93%。 ...

Core Insights - The company reported a revenue of 4.049 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 12.88% [1] - The net profit attributable to shareholders was 298 million yuan, down 31.49% year-on-year [1] - In the third quarter, the company achieved a revenue of 1.437 billion yuan, a decline of 11.64% compared to the same period last year [1] - The net profit for the third quarter was 94.2487 million yuan, reflecting a decrease of 35.05% year-on-year [1] - As of the end of the reporting period, the company's total assets amounted to 7.314 billion yuan, an increase of 3.38% compared to the end of the previous year [1]

Core Viewpoint - The company is actively exploring emerging markets and consumer scenarios, focusing on product innovation and optimizing product competitiveness through digital tools and data analysis [2] Group 1: Company Strategy - The company is committed to building a green industrial system centered on deep processing of meat products [2] - Future plans include stabilizing slaughtering operations, expanding deep processing of meat products, and rapidly developing the scale and market layout of prepared dishes [2] Group 2: Product Development - The company has launched several new products, including "Good Meat" old ham, fragrant water-fried chicken, and juicy grilled sausages, which have received positive market responses [2] - Mainstream products are also well-received by consumers, indicating strong market acceptance [2] Group 3: Operational Focus - The company aims to enhance its food and health business segments by focusing on industry chain collaboration, brand upgrading, digital transformation, and international market expansion [2] - Continuous improvement of operational levels is a key objective for the company moving forward [2]

证券日报网讯得利斯10月29日在互动平台回答投资者提问时表示，本年度公司通过不断进行产品创新， 优化产品竞争力，坚持B端、C端销售渠道同步发力，积极拓展线上新销售渠道，实现前三季度营业收 入较上年同期增长14.95%。未来，公司将坚持打造以肉制品精深加工为核心的全链条绿色产业体系， 按照稳定屠宰业务、扩大肉制品精深加工业务、快步发展预制菜业务规模和市场布局的工作方针，持续 做大食品和健康业务板块，在产业链协同、品牌升级、数字化转型、国际市场拓展等方面重点发力，持 续提升经营水平。 （文章来源：证券日报） ...

Core Viewpoint - Ganyuan Food reported a 4.37% year-on-year increase in revenue for the third quarter, driven by innovation in classic products and the introduction of new products such as flavored and healthy beans [2] Revenue Summary - The company has innovated its classic products, leading to new growth points in bean products [2] - The third quarter revenue increased by 4.37% compared to the same period last year [2] Gross Margin Summary - The company's gross margin level has shown minor fluctuations [2] - For the period from January to September 2025, the comprehensive gross margin decreased by 0.63% year-on-year, primarily due to rising raw material costs [2] - In the third quarter of 2025, the gross margin improved compared to the same period last year, attributed to increased revenue scale and the formation of economies of scale in bean product production [2]

Core Viewpoint - The company is focusing on expanding its overseas business, particularly in Southeast Asia, while facing challenges such as local policy changes [2] Group 1: Business Strategy - The company has accumulated valuable localized operational experience in Southeast Asia [2] - The company is gradually exploring new markets such as Indonesia, Thailand, and Malaysia [2] - The company aims to develop products tailored to local taste preferences [2] Group 2: Long-term Vision - The company emphasizes a long-term approach to establish local teams and integrate into local supply chains [2] - The company is committed to building its brand in overseas markets steadily [2] - The company is focused on the sustainable development of its overseas business [2]

证券代码：603866 证券简称：桃李面包 公告编号：2025-056 桃李面包股份有限公司 关于 2025 年第三季度经营数据的公告 | 区域 | 本期营业收入 | | --- | --- | | 华北地区 | 915,052,148.69 | | 东北地区 | 1,687,202,856.72 | | 华东地区 | 1,315,735,746.49 | | 华中地区 | 173,667,992.92 | | 西南地区 | 476,877,597.11 | | 西北地区 | 264,746,279.71 | | 华南地区 | 278,666,460.25 | | 分部间抵销 | -1,063,239,768.74 | | 总计 | 4,048,709,313.15 | 二、 报告期经销商情况 | 区域 | 报告期末 经销商数量 | 同比增加数量 | 同比减少数量 | | --- | --- | --- | --- | | 华北地区 | 188 | 17 | 20 | | 东北地区 | 269 | 5 | 7 | | 华东地区 | 210 | 30 | 39 | | 西南地区 | 147 | 23 | 3 | ...

东吴证券研报指出，立高食品2025Q1-3实现归母净利润2.48亿元，同比+22.03%；2025Q3归母净利润 0.77亿元，同比+13.63%。收入端稳健，成本拖累利润端。奶油仍是核心驱动力，商超和新零售等渠道 保持高增。展望Q4，新品仍有储备，成本有望边际改善。考虑到Q4进入旺季，我们今年奶油也持续推 进新品、丰富价格带，预计Q4收入端仍有保障。此外成本端我们预计环比回落，叠加旺季规模效应， 预计Q4的净利率可环比提升。油脂成本进入Q3以后偏高位运行，虽环比有回落，但该行预计相比上半 年而言仍居于高位，略下调盈利预测，维持"买入"评级。 ...

格隆汇10月29日｜桃李面包：2025年第三季度实现营业收入14.37亿元，同比下降11.64%；归属于上市 公司股东的净利润9424.87万元，同比下降35.05%。 ...