每经AI快讯，天味食品（SH 603317，收盘价：12.02元）9月2日晚间发布公告称，截至2025年8月31 日，公司已累计回购股份数量约109万股，占公司目前总股本比例为0.1024%，成交最高价为12.26元/ 股、最低价为11.47元/股，已支付的总金额约为1278万元。 2024年1至12月份，天味食品的营业收入构成为：食品占比99.83%，其他业务占比0.17%。 每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 （记者 曾健辉） 截至发稿，天味食品市值为128亿元。 ...

齐鲁晚报.齐鲁壹点王贝艺 9月2日，济南市召开"深入实施工业强市发展战略"主题系列新闻发布会——商河县专场。 商河县产业发展也正积蓄新动能。近三年来，商河县滚动实施重点工业项目158个，红日药业 （300026）、华工激光等一批项目建成投产，宏济堂制药、马世基汽车线束等一批项目加快建设，恒瑞 医药（600276）、鸿天服装等一批项目签约落地。 据介绍，近年来，商河县坚持把工业经济作为"头号工程"，产业能级不断提升，规模总量迈上新台阶。 2024年，商河县工业对GDP增长的贡献率达到32.5%，成为拉动经济增长的第一动力。 同时，商河县企业实力得到新增强，产值过亿元企业增长至51家，力诺药包（301188）和金沙河面业产 值相继超10亿元，法瑞钠焊接器材获评国家级专精特新重点"小巨人"企业，力诺药包、科源制药 （301281）成功上市。 ...

（文章来源：证券日报） 证券日报网讯龙大美食9月2日在互动平台回答投资者提问时表示，公司高度重视品牌形象建设，并于 2024年7月发布全新品牌IP"发发龙"，该形象有助于提升品牌辨识度与消费者情感联结，并通过多元化 传播形式增强品牌活力。公司将持续优化品牌视觉体系，确保其与战略发展方向相匹配。目前，公司主 要聚焦于食品主体业务，产品涵盖预制食材、半成品及成品三大品类，主要服务于B端大客户如大型餐 饮连锁店、食品加工工厂、大型商超及C端消费者。公司现有产品包括肥肠系列、烤肠系列、酥肉系 列、培根系列等，目前尚未涉及宠物食品领域。公司将基于市场需求、研发能力及战略规划，审慎评估 新品类开发的可行性。 ...

税务干部结合食品加工行业特点，围绕企业最关心的农产品收购发票开具规范、进项税额抵扣流程等行业政策进 行详细讲解，也针对企业适用的小微企业普惠性税收减免、研发费用加计扣除等政策进行"掰开揉碎"式说明，确 保企业负责人和财务人员"听得懂、用得上"。同时针对企业提出的发票申领开具、纳税申报填报、税收风险防控 等实操问题，税务干部手把手指导财务人员完成申报表单填写、发票验旧领新等流程，帮助企业攻克"操作难 关"。 "这次辅导太及时、太实用了!"贵州三德食品科技有限公司财务负责人黄爱国感慨道，"我们作为食品加工企业， 之前一直对农产品抵扣的细节和申报操作有疑问，税务干部不仅帮我们理清了政策要点，还教会了我们用'征纳互 动'模块随时咨询，现在办税效率大大提高，能让我们把更多精力放在产品研发和市场拓展上，发展信心更足了!" 下一步，三都县税务局将持续深化"便民办税春风行动"，聚焦辖区特色产业和重点企业，常态化开展"送政策、解 难题、优服务"活动，推动税收优惠政策精准滴灌、直达快享，为企业合规经营保驾护航。(文/图 李晶晶) 税务人员为企业送上专属税惠礼包。 为持续优化税收营商环境，国家税务总局三都水族自治县税务局(以下简称 ...

从地方小吃到国际化商品 海南特产糟粕醋加速"出海" 中新网海口9月2日电 (彭嫱嫱 李晨羽)近日，位于海南省定安县雷鸣镇的某厂生产车间，工人们正在有 条不紊地忙碌着，蒸米、发酵、调味、装瓶、打包，把一件件成品糟粕醋及时送上运输车辆…… 糟粕醋是海南一种传统小吃，以民间酿酒过程形成的酒糟进一步发酵产生的酸醋作为汤料，外加蔬菜 (如石葱)、海菜、动物内脏等制成。海口海关2日介绍，近年来，糟粕醋从小众食材变身海南特产，持 续走向国内外市场，甚至出口至美国、新西兰等多个国家和地区。 定安啊喔哦食品技术有限公司负责人说，其生产的糟粕醋酸辣可口、味道纯正，吸引了不少出口贸易公 司的关注。这位负责人表示，高品质是企业在国际市场上立足的根本，海关指导企业完善食品安全质量 管理体系，还帮助其提升了自检自控水平。 海口海关所属椰城海关表示，今年以来仅定安啊喔哦食品技术有限公司已成功出口2714千克糟粕醋至美 国。 编辑：董文博 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwv ...

Investment Rating - The report maintains a "Buy" rating for the company [4][6]. Core Views - The company reported a slight decrease in revenue for the first half of 2025, with total revenue of 1.12 billion yuan, a year-on-year decrease of 0.50%, and a net profit of 1.12 billion yuan, down 21.86% year-on-year [1]. - The online channel has been adjusted, while the fish products segment showed stable performance, with fish products revenue increasing by 7.61% year-on-year [2]. - The company's gross margin has been impacted by a reduction in scale and rising raw material costs, leading to a short-term decline in profitability [3]. Summary by Sections Financial Performance - In 25H1, the company achieved revenue of 1.12 billion yuan, with a net profit of 1.12 billion yuan, reflecting a decrease of 21.86% year-on-year. The second quarter saw revenue of 528 million yuan, down 10.37% year-on-year, and a net profit of 44 million yuan, down 36.27% year-on-year [1]. - Revenue from online and offline channels in 25H1 was 185 million yuan and 939 million yuan, respectively, with online sales decreasing by 6.82% and offline sales increasing by 0.85% [2]. Product Performance - Revenue from various product categories in 25H1 included fish products at 757 million yuan (up 7.61%), vegetable products at 225 million yuan (up 14.30%), while quail eggs saw a decline due to price competition [2]. Profitability and Costs - The gross margin for 25H1 was 29.45%, with a decrease in the second quarter to 28.93%, reflecting cost pressures and reduced scale effects [3]. - The selling expense ratio increased to 13.81% in 25H1, attributed to enhanced brand building and promotional expenses [3]. Earnings Forecast and Valuation - The net profit forecast for 2025-2027 has been revised down to 254 million yuan, 302 million yuan, and 359 million yuan, respectively, with corresponding EPS of 0.56, 0.67, and 0.80 yuan [4]. - The current stock price corresponds to a P/E ratio of 22 for 2025, 19 for 2026, and 16 for 2027 [4].

同店企稳下，门店业务有望逐步止跌向上。25H1 公司收入同比-2.9%，收入降幅收窄有望逐步企稳。门 店业务端，25H1 自营门店实现营收7.1亿，特许经营实现营收2.7 亿，25H1 公司门店数量较24 年底净减 少167家至2864 家，25H1 平均单店同比增长15.5%，我们预计公司上半年同店亦有所增长，主要系公司 加强了门店端的运营管理，通过激励一线店员、强化线上引流、重视会员服务、优化产品结构等多举措 精进门店的经营管理。同店企稳下，公司的门店业务有望逐步止跌企稳。线上渠道25H1 同比略微下降 4.2%至1.7 亿元，其他收入（主要系包装食品等经销商的收入）同比提升27.5%至0.7 亿元，主要系公司 通过包装产品强化了流通渠道的搭建。 提质增效，盈利能力同比大幅修复。25H1 公司毛利率同比提升3.2pct至58.6%，主要系鸭副等原材料价 格处在低位、公司积极优化供应链效率以及门店结构调整，销售费用率降低1.5pct 至48.1%，主要系公 司优化低效门店、主动降减租及人效提升，管理费用率同比略降至9.48%。 对应25H1 净利率为8.8%，同比提升6.2pct，盈利能力逐步修复，为原材料 ...

Core Insights - The discovery of a ceramic three-legged cooking vessel at the Sanxingdui site in Sichuan has sparked significant academic interest and discussions about the hot pot culture of ancient Shu people, leading to the notion of it being the "ancestor of hot pot" [1] - The hot pot industry in Sichuan has evolved into a major economic driver, with a total output value of 16.74 billion yuan expected by 2024, showcasing the region's complete hot pot industry chain [3][4] - The development of local specialty industries is crucial for regional economic growth, supported by the implementation of the rural revitalization strategy, which emphasizes the importance of these industries in driving high-quality economic development [1][2] Hot Pot Industry - Sichuan's hot pot industry is characterized by diverse offerings, including fresh tripe hot pot and garden-style hot pot, contributing to its status as the largest hot pot industry hub in Southwest China [3] - The company Meidel Food has innovated in the hot pot sector by developing "ecological beef tallow," which has become a key ingredient, and has implemented smart manufacturing processes to enhance production efficiency [4][5][6] - Financial support from local banks has been pivotal for companies like Meidel Food, with significant credit lines established to facilitate their growth and innovation [7] Specialty Industries - The edible mushroom industry in Pengxi County has emerged as a significant economic contributor, with the largest production base for Cordyceps flowers and a daily output of 50,000 pots [8][9] - The county has established a modern agricultural park that integrates various agricultural products, creating a robust specialty industry cluster [9][10] - Financial institutions have played a crucial role in supporting the development of the mushroom industry, with substantial credit provided to enhance production capabilities [10] Rice Industry - The rice industry in Sichuan, particularly through companies like Jinhua Rice Industry, has adopted advanced processing techniques to improve product quality and efficiency, achieving an annual production capacity of 40,000 tons of rice [13][14] - The company has established partnerships with e-commerce platforms to expand its market reach, significantly benefiting from financial support that has enabled its growth [13][14] Economic Impact - The integration of local farmers into the industrial chain has led to increased income for rural residents, with a reported 6.6% year-on-year growth in per capita disposable income for rural residents in Sichuan [17][21] - The establishment of a "financial chain long" system has facilitated targeted financial support for key agricultural sectors, enhancing the overall economic landscape of the region [19][21]

Core Viewpoint - Nestlé Group has appointed Philipp Navratil as the new CEO effective September 1, 2025, following the dismissal of Laurent Freixe due to a violation of the company's code of conduct related to an undisclosed romantic relationship [2] Group 1: Leadership Changes - Philipp Navratil joined Nestlé in 2001 and has held various leadership roles, including overseeing the coffee and beverage business in Mexico and leading the Nespresso division [2] - Laurent Freixe served as CEO from September 2024 until his dismissal in September 2025, during which he shifted the company's strategy to focus on "fewer, bigger, better" initiatives [2] Group 2: Recent Acquisitions - Under Laurent Freixe's leadership, Nestlé announced the acquisition of the remaining 40% stake in the Chinese candy and food brand Xu Fu Ji on March 3, 2025, marking a significant move in the company's strategy in China [3] Group 3: Financial Performance - Nestlé's half-year report for 2025 indicated revenues of 44.2 billion Swiss francs, reflecting a year-on-year growth of 2.9% [4] - The chairman of Nestlé's board, Paul Bulcke, stated that the strategic direction of the company will remain unchanged despite the CEO transition [4]

Group 1 - Nestlé Group has appointed Philipp Navratil as the new CEO, effective immediately, following the dismissal of Laurent Freixe due to a violation of the company's code of conduct [1][3] - Laurent Freixe had shifted Nestlé's strategy towards a focus on "fewer, bigger, better" initiatives after taking over as CEO in September 2024 [3] - Under Freixe's leadership, Nestlé announced the acquisition of the remaining 40% stake in the Chinese candy brand Xu Fu Ji, marking a significant move in the company's strategy in China [3] Group 2 - Nestlé's revenue for the first half of 2025 reached 44.2 billion Swiss francs, reflecting a year-on-year growth of 2.9% [3] - The chairman of Nestlé's board, Paul Bulcke, stated that the company's strategic direction will remain unchanged despite the leadership transition [3]