Core Insights - A new food store named Donghai County Qushi Duo Food Store has been established, with a registered capital of 100,000 RMB [1] - The store is operated by Ma Mengyu and is classified as an individual business entity [1] Business Scope - The business scope includes the sale of pre-packaged food, health food (pre-packaged), wholesale and retail of edible agricultural products, and sales of daily necessities [1] - Specific activities include wholesale and retail of fresh fruits, sales of gifts and flowers, and sales of textiles, clothing, and household goods [1] - The store is authorized to conduct business activities independently as per its business license, excluding projects that require approval [1]

Core Insights - The company, Guoquan Food (Shanghai) Co., Ltd., reported a steady growth in performance for Q3 2025, driven by the ongoing implementation of its "Community Central Kitchen" strategy [1] - Estimated revenue for the period is projected to be between 1.85 billion to 2.05 billion yuan, representing a year-on-year growth of 13.6% to 25.8% [1] - The expected core operating profit is estimated to be between 65 million to 75 million yuan, showing a year-on-year increase of 44.4% to 66.7% [1] Business Expansion - The company continues to deepen its multi-format integration model of "stores + online + unmanned retail," steadily expanding its retail network across the country [1] - In Q3, the company added a net total of 361 new stores nationwide [1] - As of September 30, 2025, the total number of stores reached 10,761, marking a historical high for the company [1]

Core Viewpoint - The company, Guoquan, reported steady growth in its business performance for Q3 2025, driven by the ongoing implementation of its "Community Central Kitchen" strategy, with projected revenue between 1.85 billion to 2.05 billion yuan, representing a year-on-year increase of 13.6% to 25.8% [1] Group 1: Business Performance - The company expects to achieve a core operating profit of approximately 65 million to 75 million yuan, reflecting a year-on-year growth of 44.4% to 66.7% [1] - Guoquan added 361 new stores nationwide during the third quarter, bringing the total number of stores to a historical high of 10,761 [1] Group 2: Strategic Initiatives - The company is focusing on expanding its store network, particularly in rural markets, by optimizing store models and product structures, and introducing more cost-effective bulk products [1] - Guoquan is enhancing its instant retail business through live streaming on platforms like Douyin, Kuaishou, Meituan, and Ele.me, which boosts brand exposure and sales conversion [1][2] Group 3: Technological Advancements - The company is promoting a "24-hour unmanned retail" system across its stores, which has led to increased same-store sales in locations with self-service equipment [2] - Guoquan is implementing a C2F flexible supply model to accelerate new product iterations based on market feedback [2] Group 4: Membership and Digitalization - The company has achieved a registered membership of 50.3 million, a year-on-year increase of 62.8%, with a prepaid card value of 590 million yuan, up 37.2% [2] Group 5: Future Outlook - Guoquan plans to continue its business development focusing on "channel integration," "scene innovation," and "data-driven" strategies, with the launch of the "Guoquan Stir-fry" project in early 2026 [3] - The company will explore further opportunities in 24-hour unmanned stores, camping, and overseas business expansion [3]

Core Viewpoint - The company, Guoquan Food (Shanghai) Co., Ltd., reported significant growth in its third-quarter performance for 2025, driven by the successful implementation of its "Community Central Kitchen" strategy and channel expansion efforts [1][10]. Store Expansion - In the third quarter of 2025, Guoquan added 361 new stores, representing a substantial year-on-year increase of 98% compared to the same period in 2024 [2][10]. - As of September 30, 2025, the total number of stores reached 10,761, marking a historical high for the company [5][10]. Financial Performance - The company anticipates achieving revenue between RMB 18.50 billion and RMB 20.50 billion for the third quarter, reflecting a year-on-year growth of approximately 13.6% to 25.8% [1][6]. - Core operating profit is expected to be between RMB 65 million and RMB 75 million, indicating a year-on-year increase of about 44.4% to 66.7% [1][7]. Business Strategy - Guoquan continues to deepen its brand positioning with the slogan "For home dining, choose Guoquan," leveraging a diverse range of meal package offerings and a multi-channel approach that integrates online and offline strategies [3][10]. - The company is focusing on the integration of "stores + online + unmanned retail" to adapt to the changing consumer environment and expand its retail network [10]. Product and Service Innovation - Guoquan is enhancing its product offerings by introducing high-value meal packages that cater to various dining scenarios, including breakfast, lunch, and late-night snacks, thus promoting a shift from "dinner as a non-necessity" to a comprehensive "four meals a day" structure [12]. - The company has invested in its supply chain capabilities, with seven owned factories and the construction of the Hainan Guoquan International Food Industrial Park, which will further strengthen its supply chain management [12][13]. Membership and Customer Engagement - As of June 30, 2025, Guoquan reported a registered membership of 50.3 million, a year-on-year increase of 62.8%, with a prepaid card balance of RMB 590 million, up 37.2% [13]. - The company is enhancing its customer engagement through a robust membership management system, aiming to increase repurchase rates and customer loyalty [13]. Future Outlook - Guoquan plans to continue its business development focusing on "channel integration," "scene innovation," and "data-driven" strategies, with new projects like "Guoquan Stir-fry" set to launch in early 2026 [13].

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，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 GUOQUAN FOOD (SHANGHAI) CO., LTD. （股份代號：2517） 自願公告 二零二五年第三季度最新業務情況 本公告由鍋圈食品（上海）股份有限公司（「本公司」，連同其附屬公司統稱「本集 團」）自願刊發，旨在告知本公司股東（「股東」）及潛在投資者本集團最新業務更 新。 本公司董事會（「董事會」）謹此知會股東及潛在投資者，根據本集團現時可得資料 所作出之初步評估，得益於「社區央廚」戰略的指引，本集團穩步開拓即時零售門 店，於二零二五年第三季度淨新增門店361家，較二零二四年第三季度同比增長 98%，截至二零二五年九月三十日的門店總數達到10,761家。本集團繼續深耕「在 家吃就鍋圈」的品牌心智，借助多樣化的套餐產品組合，通過多渠道多場景的布 局，線上線下相結合的方式，本集團於二零二五年第三季度錄得收入（未經審核 或審閱）約人民幣1,850百萬元至人民幣2,050百萬元，較二零二四年第 ...

天眼查App显示，近日，苏尼特右旗恩格尔艾力奶食店（个体工商户）成立，法定代表人为其其格，注 册资本5万人民币，经营范围为许可项目：食品小作坊经营；食品销售。（依法须经批准的项目，经相 关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：鲜肉 零售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - Guoquan is a leading brand in China's home dining food products, providing a wide range of ready-to-eat and ready-to-cook ingredients through a nationwide franchise network, with a target of 10,150 stores by 2024 [1] Industry Overview - The home dining market in China has grown from 3.25 trillion yuan in 2018 to 5.62 trillion yuan in 2022, with a CAGR of approximately 14.7%. The food product segment has seen even faster growth, with a CAGR of 25.5%, reaching 367.3 billion yuan [1] - The industry is highly fragmented, with the top five companies holding only 11.1% market share in 2022, while Guoquan leads with a 3.0% share [1] Business Model and Supply Chain - Guoquan employs a "single product, single factory" model, operating seven factories with a total capacity of 25,000 tons in 2022. The acquisition of Huading Cold Chain in 2024 will enhance its cold chain network across 290 cities [2] - The company focuses on refined operations and rapid product iteration based on consumer feedback, with a payback period for stores in provincial, prefectural, and county-level cities estimated at 12.2, 17.9, and 20.1 months, respectively [2] - The expansion plan aims for 20,000 stores, primarily targeting lower-tier markets, with single-store revenue recovering through popular products [2] Financial Projections and Valuation - Guoquan is projected to achieve total revenue of 73.3 billion yuan, 84.4 billion yuan, and 95.9 billion yuan from 2025 to 2027, with year-on-year growth rates of 13.3%, 15.1%, and 13.6% [3] - The company is expected to realize net profits of 4.1 billion yuan, 4.9 billion yuan, and 5.6 billion yuan during the same period, with corresponding year-on-year growth rates of 78.9%, 19.4%, and 13.7% [3] - The current stock price corresponds to a PE ratio of 22.6, 18.9, and 16.6 for the years 2025 to 2027, with a potential market value of 111 to 124 billion HKD, indicating a premium of 11% to 24% compared to the current valuation [3]

Summary of Key Points Core Viewpoint - The announcement from the Tea Ling County Market Supervision Administration highlights the results of food safety inspections conducted in the second quarter of 2025, revealing that 3 out of 62 food samples tested were found to be non-compliant with national standards. Group 1: Inspection Results - A total of 62 food samples were tested during the inspections [2] - Out of these, 3 samples were identified as non-compliant [2] - The non-compliant samples included products with excessive levels of harmful substances such as cadmium and antibiotics [2] Group 2: Consumer Advisory - Consumers are advised to report any non-compliant food products they encounter in the market by calling the complaint hotline 12331 [2] - The announcement emphasizes the importance of food safety and consumer vigilance in identifying potentially harmful products [2] Group 3: Specific Non-Compliant Products - Specific non-compliant products included: - "Chili Pepper" with cadmium levels at 0.117 mg/kg, exceeding the standard of 0.05 mg/kg [2] - "Bullfrog" with enrofloxacin levels at 797 µg/kg, surpassing the permissible limit of 100 µg/kg [2] - Another batch of "Chili Pepper" with cadmium levels at 0.169 mg/kg [2] Group 4: Compliance and Testing Standards - The inspection covered various harmful substances including benzimidazole, chlorpyrifos, and other pesticides [2] - The testing was conducted according to national food safety standards, ensuring a systematic approach to food safety [2]

据媒体报道，近日，有河北沧州的网友在社媒发帖称赵一鸣零食一门店拿糖当钱找零，引发网友热议。 天眼查App显示，赵一鸣零食关联公司宜春赵一鸣食品科技有限公司成立于2022年6月，法定代表人为赵定，经营范围包括食品销售、小食杂、酒类经营、 食品互联网销售等，由湖南鸣鸣很忙商业连锁有限公司全资持股。 变更记录显示，今年2月，该公司发生工商变更，注册资本由约115.7万人民币减至约101.6万人民币。对外投资信息显示，该公司对外投资7家企业，包括厦 门赵一鸣商业管理有限公司、山东赵一鸣商业管理有限公司等。 | | 都在用的商业查询工具 | 電公司 查老板 省关系 管风险 | | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 宜春赵一鸣食品科技有限公司 | | 基本信息 119 | 法律诉讼 10 | 经营风险 | | 变更记录 30 0 ■ | | | | 序号 受更目期 | 变更项目 | | | 1 2025-02-18 | 注册资本变更 | 115.7407万元 | | 2 2025-02-18 | 企业类型变更 | 其他有限责任公司(1190) | | 3 2025-02-18 ...

天眼查App显示，近日，郑州安后食品有限公司成立，法定代表人为姜明月，注册资本50万人民币，经 营范围为一般项目：食品销售（仅销售预包装食品）；食品互联网销售（仅销售预包装食品）；互联网 销售（除销售需要许可的商品）；日用百货销售；食用农产品零售；农副产品销售；新鲜蔬菜零售；新 鲜水果零售；鲜蛋零售；鲜肉零售（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...