证券代码：603231 证券简称：索宝蛋白 公告编号：2025-014 宁波索宝蛋白科技股份有限公司 2025年第一季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | 项目 | 2025年第一季度 | | | --- | --- | --- | | | 金额 | 比例 | | 境内 | 23,532.92 | 60.24% | | 境外 | 15,532.06 | 39.76% | | 合计 | 39,064.98 | 100.00% | 根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披露：第十四 号——食品制造》的相关要求，宁波索宝蛋白科技股份有限公司（以下简称"公 司"）现将 2025年第一季度主要经营数据公告如下： 一、按产品类别分类的主营业务销售情况 单位：万元 | 项目 | 2025年第一季度 | | | --- | --- | --- | | | 金额 | 比例 | | 大豆分离蛋白 | 12,475.93 | 31.94% | | 非转基因大豆油 | 8,727.65 | 22. ...

证券代码：605338 证券简称：巴比食品 公告编号：2025-019 中饮巴比食品股份有限公司 2025 年第一季度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 中饮巴比食品股份有限公司（以下简称"公司"）根据《上海证券交易所上 市公司自律监管指引第 3 号行业信息披露：第十四号——食品制造》的相关要求， 现将 2025 年第一季度经营数据（未经审计）公告如下： 2025 年 1-3 月营业收入为 36,957.17 万元，其中主营业务收入为 36,912.79 万元，占营业收入 99.88%；其他业务收入为 44.38 万元，占营业收入 0.12%。 一、营业收入分产品 二、营业收入分渠道 单位：万元 币种：人民币 项目 2025 年 1-3 月 占比 食品类收入 33,388.15 90.34% 其中：面米类 15,191.68 41.11% 馅料类 9,979.87 27.00% 外购食品类 8,216.60 22.23% 包装及辅料 2,339.71 6.33% 服务费收入 1,184.93 3.21 ...

Core Viewpoint - The company reported stable overall performance in 2024, with short-term profit pressure due to various factors affecting revenue and net profit [1][2]. Group 1: Financial Performance - In 2024, the company's operating revenue reached 5.124 billion yuan, an increase of 4.6%, while the net profit attributable to shareholders was 494 million yuan, a decrease of 10.3% [1]. - The fourth quarter saw a slight decline in revenue to 1.021 billion yuan, down 0.4%, and a significant drop in net profit to 46 million yuan, down 22.1% [1]. - The overall gross margin was 31.7%, down 3.9 percentage points year-on-year, primarily due to increased promotional efforts in the food manufacturing segment [2]. Group 2: Business Segments - The restaurant business showed strong performance with service revenue of 1.46 billion yuan, a year-on-year increase of 15.2%, contributing to 28.4% of total revenue [1]. - The food manufacturing segment faced challenges, with revenue of 3.57 billion yuan, a modest increase of 1.0%. Specific product lines like mooncakes and frozen foods saw declines of 2.0% and 3.0%, respectively, due to intensified industry competition [1]. - The company's overseas revenue grew significantly by 41.6%, with products entering markets such as the United States and Canada [1]. Group 3: Cost Management and Shareholder Returns - The company effectively controlled expenses, with sales, management, and R&D expense ratios decreasing by 0.51 percentage points, 0.41 percentage points, and 0.18 percentage points, respectively [2]. - The company plans to distribute a cash dividend of 4.80 yuan per 10 shares for 2024, reflecting a dividend payout ratio of approximately 55.3%, up from 49.6% in 2023 [2]. - A stock option and restricted stock incentive plan is set to be implemented, with revenue growth targets for 2025-2027 set at no less than 16%, 10%, and 10% year-on-year, respectively [2]. Group 4: Future Projections - The company forecasts EPS for 2025, 2026, and 2027 to be 1.02 yuan, 1.16 yuan, and 1.30 yuan, respectively, with adjustments made due to weak downstream demand and rising raw material costs [3]. - A target price of 18.36 yuan is set based on an 18 times PE ratio, maintaining a buy rating [3].

Core Viewpoint - Guangzhou Restaurant has shown signs of recovery in the catering industry as of April 2024, supported by national consumption stimulus policies [2][5]. Financial Performance - The company set a revenue target of 5.685 billion yuan for 2025, representing a year-on-year growth of 10.7%, and a profit target of 703 million yuan, reflecting a 10.1% increase [2]. - In 2024, Guangzhou Restaurant achieved a revenue of 5.124 billion yuan, a year-on-year increase of 4.55%, while net profit decreased by 10.29% to 494 million yuan [9]. Subsidiary Performance - Guangzhou Restaurant's wholly-owned subsidiary, Guangzhou Restaurant Group Catering Management Co., reported a net loss of 31.88 million yuan in 2024, while its subsidiary, Guangzhou Taotaoju Co., recorded a slight increase in net profit to 71.93 million yuan [3][5]. Business Strategy - The company plans to control the pace of expansion, focusing on the cultivation and growth periods of new stores, which may incur initial losses [5]. - Management emphasized the importance of national policies to stimulate domestic demand, noting that customer footfall has not significantly declined [5]. Brand Positioning - The company differentiates its brands, with Guangzhou Restaurant positioned as a larger, business-oriented establishment, while Taotaoju operates smaller venues, which have fared better during market downturns [5]. - The company is actively expanding its national footprint, particularly in major cities like Beijing, Shanghai, and Shenzhen [5][6]. Margin Analysis - The gross margin for the catering segment has decreased from 62% in 2019 to 16% in 2024 due to changes in accounting standards that now include fixed costs such as rent and labor in operating costs [8][9]. - The gross margin for mooncake products remains relatively stable despite market challenges, with the company's self-branded products outperforming the market [9].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603696 证券简称：安记食品 公告编号：2025-014 安记食品股份有限公司 2024年度与行业相关的定期经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 单位：万元 币种：人民币 ■ 二、报告期经销商情况 单位：个 ■ 特此公告。 根据上海证券交易所《〈上海证券交易所上市公司自律监管指引第3号一一行业信息披露〉第十四号一 食品制造》 的相关要求，安记食品股份有限公司（以下简称"公司"）现将公司2024年度与行业相关的 定期经营数据披露如下： 一、报告期主营业务相关经营情况 1、 产品类别 单位：万元 币种：人民币 单位：万元 币种：人民币 安记食品股份有限公司董事会 2025年4月22日 证券代码：603696 证券简称：安记食品 公告编号：2025-015 安记食品股份有限公司 关于召开2024年度股东大会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600873 证券简称：梅花生物 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位：元 币种：人民币 ■ (二)非经常性损益项目和金额 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三)主要会计数据、财务指标发生变动的情况、原因 □适用 □不适用 ■ 二、股东信 ...

股票代码：600305 股票简称：恒顺醋业 公告编号：临 2025-014 江苏恒顺醋业股份有限公司 2024 年年度与行业相关的定期经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据《上海证券交易所上市公司自律监管指引第3号——行业信息披露第十四号 食品制造》的相关规定，江苏恒顺醋业股份有限公司（以下简称"公司"）现将与行 业相关的定期经营数据披露如下： 一、2024年度主要经营数据 1、按照产品类别分类情况： 3、按照销售渠道分类情况： 单位：万元 | 渠道类型 | 2024 | 年度销售收入 | 2023 年度销售收入 | 同比增减% | | --- | --- | --- | --- | --- | | 线上销售 | | 27,437.81 | 26,471.68 | 3.65 | | 线下销售 | | 181,862.87 | 181,310.50 | 0.30 | | 合计 | | 209,300.68 | 207,782.18 | 0.73 | 4、按照区域分类情况： 单位：万元 单位：万元 ...

2024 年度与行业相关的定期经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 证券代码：603696 证券简称：安记食品 公告编号：2025-014 安记食品股份有限公司 | 产品分类 | 2024 | 年度 | 2023 年度 | 同比变动 | | --- | --- | --- | --- | --- | | 国内线下销售 | 18,132.46 | | 20,329.29 | -10.81 | | 国内线上销售 | 2,853.03 | | 3,068.07 | -7.01 | | 国外渠道 | 1,805.23 | | 2,024.49 | -10.83 | | 小计 | 22,790.72 | | 25,421.85 | -10.35 | 3、 地区分布 | 产品分类 | 2024 年度 | 2023 年度 | 同比变动 | | --- | --- | --- | --- | | 华东 | 10,678.45 | 11,126.78 | -4.03 | | 中南 | 9,597.07 | 10,9 ...

证券代码：603057 证券简称：紫燕食品 公告编号：2025-016 上海紫燕食品股份有限公司 2025 年第一季度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第3号——行业信息披露》(第 十四号——食品制造)的相关规定，现将上海紫燕食品股份有限公司（以下简称 "公司"）2025 年第一季度主要经营数据（未经审计）公告如下： 一、 公司 2025 年第一季度主要经营情况 1、 主营业务按产品类别分类情况： 单位：元 币种：人民币 分产品 2025 年 1-3 月 金额 占比 鲜货产品 445,982,177.51 80.28% 其中：夫妻肺片 155,830,520.05 28.05% 整禽类 114,007,861.98 20.52% 香辣休闲 48,755,996.49 8.78% 其他鲜货 127,387,798.98 22.93% 预包装及其他产品 80,881,584.49 14.56% 包材 13,669,438.97 2.46% 加盟费、门店管理费、信息 ...

Financial Data and Key Metrics Changes - The company reported record high contributions, recurring profits, and full-year distributions to shareholders, with a total payout of HKD0.25 per share [6][11][12] - The interest coverage ratio at the end of the year was four times, exceeding the comfort level of three times [8][49] - The company maintained two investment-grade credit ratings and had no borrowings due in 2025 [6][7] Business Line Data and Key Metrics Changes - Indofood achieved record revenues for the eleventh consecutive year, with EBIT margins for the Noodles division reaching 25.9%, the highest ever [9][10] - Metro Pacific's core profit also reached record highs, driven primarily by power, water, and toll roads, with expectations for continued strong performance in 2025 [11][12] - PLDT reported record high sales and service revenues, with mobile data and SMS showing the strongest growth [12][14] Market Data and Key Metrics Changes - The company noted that the electricity generation market in Singapore is expected to grow at rates exceeding 4% annually [24] - The Philippines and Indonesia's economies are projected to double from 2018 to 2029, which is expected to positively impact Metro Pacific's revenues and profits [75] Company Strategy and Development Direction - The company is focusing on capitalizing on strong growth in its core businesses, particularly in defensive industries like power and water [75][80] - There are ongoing discussions regarding the potential IPO of Metro Pacific, with a focus on finding new capital through private placements [57][62] - The company is also exploring strategic options for Maya, its fintech venture, including potential IPOs or trade sales in the future [72] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, indicating that current trends suggest another strong year for Metro Pacific in 2025 and 2026 [75][80] - The management highlighted the importance of improving operational efficiencies and reducing non-revenue water in Metro Pacific's water utility business to enhance valuation [33] Other Important Information - The company has secured long-term contracts for gas supply, which is expected to provide a competitive advantage in the electricity generation market [26] - The new 600 megawatt hydrogen-ready power project is anticipated to begin operations in January 2029, adding significant capacity to the portfolio [16][25] Q&A Session Summary Question: What is the expected earnings trajectory for Pacific Light Power in 2025 and 2026? - Management indicated that 2023 was an exceptional year, and while profits are expected to taper, the overall portfolio remains strong with new projects in the pipeline [24][25] Question: Can you provide updates on the Terra Solar Phase two project? - The focus remains on Phase one of the Terra Solar project, with initial deliveries expected in Q1 2026 [27][29] Question: What are the considerations for the spin-off of MailiNet? - The valuation is tied to strong performance and operational efficiencies, with a focus on reducing non-revenue water [30][33] Question: Will there be share buybacks given the current NAV discount? - Management stated that share buybacks are part of a dynamic capital allocation strategy and will be assessed based on liquidity and other commitments [35][39] Question: What is the financing mix for PLP's new power plant projects? - The financing plan anticipates approximately 60% debt and 40% equity for the project costs [45][47] Question: What are the expected returns for the new power project in Singapore? - Expected returns are projected to be in excess of 12% up to mid-teens for investments in this space [53][54] Question: Any updates on the potential IPO for Maya? - Management confirmed that Maya is at an inflection point with growing customer bases and is generating positive net income, with discussions ongoing about future strategic options [70][72]