证券日报网讯甘源食品（002991）9月30日在互动平台回答投资者提问时表示，公司高度重视产品研发 与创新，为迎合最新休闲食品消费趋势，公司推出多款豆类及坚果新品，以丰富产品矩阵，进一步覆盖 销售渠道和消费场景。公司的新品情况，您可关注线上平台旗舰店以及线下各销售渠道。未来，公司将 进一步巩固风味豆类和风味坚果核心单品优势，同时加快新品类孵化，以满足不同消费群体的需求，提 升品牌影响力和市场竞争力。 ...

以下文章来源于融中财经 ，作者李冰之 融中财经 . 中国领先的股权投资与产业投资媒体平台。聚焦报道中国新经济发展和创新投资全产业链。通过全媒体资讯平台、品牌活动、研究服务、专家咨询、投资 顾问等业务，为政府、企业、投资机构提供一站式专业服务。 以目前上市的卫龙 297 亿市值为参照，"隐形富豪"张玉东家族的总资产保守算下来超 200 亿元，而麻辣王子品牌的估值在其中占比约七成。 其实，父亲张玉东从没想过刻意隐瞒家庭情况，只是当年为了升级工厂设备、扩大生产，他连家里的房子都卖了。这份 " 破釜沉舟 " 的创业经历，让张子 龙一直误以为家里条件拮据，总想着毕业后要好好奋斗、帮家里分担压力。 一夜之间，从求职不顺的普通学生变成 " 辣条少东家 " ，这位 00 后彻底火遍全网，被网友戏称为现实版的 " 爽文男主 " 。 现实版《抓娃娃》： "老爸赚钱老爸花，儿子苦哈哈。" 文 ｜ 李冰之 编辑 ｜ 吾人 来源｜ 融中财经（ID：thecapital） 封面来源 ｜ 视觉中国 西虹市的破落大院里，富豪马成钢正对着儿子马继业 " 哭穷 " 。 明明坐拥亿万家产，马成钢和春兰却穿旧衣、吃咸菜，连新衣都谎称是 " 地摊清仓 ...

ST绝味(603517.SH)公告称，公司因未在2017年至2021年期间确认加盟门店装修业务收入，导致年度报 告少计营业收入，被中国证监会湖南监管局处以400万元罚款。公司董事长兼总经理戴文军、财务总监 彭才刚、董事会秘书彭刚毅分别被处以200万元、150万元和100万元罚款。公司将追溯调整相关财务报 表，加强内部控制流程建设。该处罚不触及重大违法类强制退市情形，但公司股票将被实施其他风险警 示。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002956 | 西麦食品 | 19.75 | -1.55% | 4.60万 | 9072.82万 | | 002695 | 煌上煌 | 12.47 | -1.50% | 9.39万 | 1.17亿 | | 603057 | 紫燕食品 | 19.33 | -1.33% | 1.65万 | 3215.95万 | | 002820 | 桂发祥 | 11.93 | -1.16% | 6 6.32万 | 7609.22万 | | 603777 | 来伊份 | 12.78 | -1.08% | 5.23万 | 6718.56万 | | 001219 | 青岛食品 | 13.81 | -1.07% | 2.16万 | 3002.91万 | | 300973 | 立高食品 | 42.28 | -0.96% | 1.94万 | 8231.20万 | | 002991 | 甘源食品 | 54.66 | -0.96% | 9138.55 | 5011.54万 | | ...

截至发稿，洽洽食品市值为109亿元。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 每经AI快讯，洽洽食品（SZ 002557，收盘价：21.47元）9月29日晚间发布公告称，公司第六届第二十 次董事会会议于2025年9月29日在公司四楼会议室召开。会议审议了《关于调整2024年股票期权激励计 划行权价格的议案》等文件。 2025年1至6月份，洽洽食品的营业收入构成为：休闲食品占比100.0%。 （记者 曾健辉） ...

Market Overview - The leisure food sector experienced a decline of 0.7% on September 29, with ST Juewei 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] Individual Stock Performance - Notable gainers included: - Maiqu'er (002719) with a closing price of 9.13, up 1.56% and a trading volume of 67,300 shares [1] - Qingdao Food (001219) closed at 13.96, up 1.16% with a trading volume of 28,800 shares [1] - Three Squirrels (300783) closed at 24.32, up 1.08% with a trading volume of 65,800 shares [1] - Major decliners included: - ST Juewei (603517) closed at 12.90, down 3.37% with a trading volume of 235,800 shares [2] - Ximai Food (002956) closed at 20.06, down 3.14% with a trading volume of 64,700 shares [2] - Huang Shang Huang (002695) closed at 12.66, down 2.54% with a trading volume of 81,300 shares [2] Capital Flow Analysis - The leisure food sector saw a net outflow of 86.16 million yuan from institutional investors, while retail investors had a net inflow of 90.67 million yuan [2][3] - Specific stock capital flows indicated: - Ximai Food (002956) had a net inflow of 7.40 million yuan from institutional investors [3] - Qingdao Food (001219) saw a net inflow of 5.42 million yuan from institutional investors [3] - Three Squirrels (300783) experienced a net inflow of 4.47 million yuan from institutional investors [3]

Investment Rating - The report maintains a "Recommended" investment rating for the food and beverage industry [8][56]. Core Viewpoints - The white liquor sector is expected to face pressure during the upcoming National Day and Mid-Autumn Festival due to cautious inventory stocking and a significant impact on group purchasing channels. However, traditional channels like instant retail and live streaming are experiencing rapid growth, indicating a recovery in consumer demand [6][54]. - The report highlights opportunities in high-growth segments such as prepared dishes and snacks, driven by policy support and market expansion. The introduction of national standards for prepared dishes is expected to benefit leading companies in the sector [7][55]. - The beverage sector is approaching peak season, with a focus on new consumer opportunities and retail channel transformations. Companies like "Naixue's Tea" and "Chabaidao" are highlighted for their growth potential [8][56]. Summary by Sections 1. Weekly News Summary - Industry news includes the selection of five liquor companies for the Zhejiang Province Industrial Heritage list and a 1.7% growth in Guizhou's liquor and tea manufacturing from January to August [6][20]. - Company news features Guizhou Moutai's investment in a biotechnology company and the launch of "Longma Liquor" by Langjiu [6][21]. 2. Key Company Feedback - The report provides insights into the performance of key companies in the food and beverage sector, with a focus on stock price movements and market trends [32][34]. - The white liquor industry saw a cumulative production of 4.145 million tons in 2024, a decrease of 7.72%, while revenue reached 796.4 billion yuan, an increase of 5.3% [36][38]. 3. Industry Ratings and Investment Strategies - The report suggests focusing on leading companies in the white liquor sector such as Guizhou Moutai, Wuliangye, and Luzhou Laojiao, as well as flexible stocks like JiuGui Jiu and SheDe JiuYe [6][54]. - In the snack sector, companies like Wancheng Group and Anjiu Food are recommended due to their market positioning and growth potential [7][55]. 4. Key Company and Earnings Forecast - The report lists several companies with their respective stock prices, earnings per share (EPS), price-to-earnings (PE) ratios, and investment ratings, all indicating a "Buy" recommendation [10][25]. - Notable companies include Guizhou Moutai with a stock price of 1435.00 yuan and an EPS of 68.64 for 2024, and Wuliangye with a stock price of 120.17 yuan and an EPS of 8.21 for 2024 [10][25].

新京报贝壳财经讯（记者阎侠）9月28日，记者注意到，在最近的一次投资者交流活动中，良品铺子回 应了公司上半年业绩亏损的原因。 良品铺子表示，2025年上半年，公司净利润表现下滑，主要系公司主动采取降价让利、淘汰低效门店、 投入线上流量、政府补助及理财收益同比下降等多重因素叠加影响。 良品铺子进一步解释称，报告期内，公司持续对产品进行优化和调整，部分产品的售价下调及产品结构 的调整影响了公司的毛利率。公司经营活动产生的现金流量净额增加，主要系销售规模下降及利润总额 下降，公司支付的各项税费同比减少，同时公司加强费用管控并对组织人员进行优化调整，支付的职工 薪酬及其他与营业活动有关的现金减少。 编辑 杨娟娟 校对 张彦君 ...

Core Viewpoint - The company has successfully transformed from a street snack into a national business over the past two decades, with a strong focus on product innovation, channel expansion, and governance efficiency [1][2] Group 1: Product and Revenue - The classic spicy strips continue to provide stable cash flow, while vegetable products like konjac and seaweed snacks are capturing the growing health-conscious demand, with projected revenue of 3.37 billion yuan in 2024, accounting for 54% of total revenue [1] - The spicy strip industry is experiencing expansion, with the company leading in the sweet and spicy segment, supported by a differentiated product strategy that includes five major flavor types [1][2] Group 2: Channel Strategy - The company has a solid foundation in traditional retail channels such as supermarkets and convenience stores, while rapidly expanding into bulk snacks and live e-commerce, achieving 94 live broadcasts on Douyin in 90 days [1] - The company employs a dual-channel strategy to enhance control over distributors, with the number of cooperative distributors increasing to 1,879, a year-on-year growth of approximately 10% [1] Group 3: Supply Chain and Governance - The company operates five direct-owned factories in Henan and has introduced 5G production lines, which have reduced costs and ensured food safety [1] - Family ownership of 78% enhances decision-making efficiency, and equity incentives are in place to bind the core team for future expansion [1] Group 4: Growth Potential in Konjac Products - The konjac food segment has shown a compound annual growth rate of over 20% from 2014 to 2023, indicating significant market potential [2] - The company is focusing on enhancing flavor research and expanding its product offerings to solidify its leading position in the konjac market [2] Group 5: Financial Projections - Revenue projections for the company are 7.517 billion yuan, 9.019 billion yuan, and 10.630 billion yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 20.0% for the first two years and 17.9% for 2027 [2] - Expected net profit for the same years is 1.408 billion yuan, 1.739 billion yuan, and 2.151 billion yuan, with growth rates of 31.8%, 23.5%, and 23.7% respectively [2]

Core Viewpoint - The article emphasizes the rising popularity and health benefits of Yunnan coffee and a specific brand of skim milk, highlighting their quality and natural ingredients as appealing to health-conscious consumers [6][9][39]. Group 1: Yunnan Coffee - Yunnan is recognized as a prime region for coffee cultivation, producing high-quality Arabica beans that are favored by major brands like Starbucks and Luckin Coffee [9][64]. - The coffee beans from Yunnan are characterized by their rich flavor, low caffeine content, and high antioxidant properties, making them gentler on the stomach [68][82]. - The article promotes a specific product, a freeze-dried coffee developed by the Yunnan Agricultural Academy, which retains the aroma and flavor of freshly brewed coffee without additives [15][19][30]. Group 2: Skim Milk - The article introduces a brand of skim milk sourced from the Helan Mountain region, known for its high-quality milk production due to optimal environmental conditions [39][102]. - This skim milk contains 3.2g of protein and 100mg of calcium per 100ml, making it a nutritious option for various consumers, including fitness enthusiasts and the elderly [48][50]. - The product is marketed as having no additives, ensuring a pure and natural taste, which aligns with the growing consumer demand for clean-label products [51][119].