证券代码：002582 证券简称：好想你 好想你健康食品股份有限公司 投资者关系活动记录表 编号 2025-004 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访☑业绩说明会 □新闻发布会路演活动 □现场参观 其他 参与单位名称 及人员姓名 投资者网上提问 时间 2025 年 5 月 22 日(周四)下午 14:30-17:40 地点 公司通过全景网"投资者关系互动平台" （https://ir.p5w.net）采用网络远程的方式召开业绩 说明会 上市公司接待 人员姓名 董事、总经理：石训 副总经理、董事会秘书、财务负责人：豆妍妍 投资者关系活 动主要内容介 绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回 复： 1、2024 年公司产品在市场中的占有率情况如何，是否 达到了公司的预期目标？ 答：尊敬的投资者您好，公司在高端红枣领域占据 龙头地位，未来公司将继续进行品类创新和全渠道拓展， 让好想你红枣健康食品覆盖更多渠道，为更多的消费者 提供更加便捷的消费体验，感谢您的关注。 1 | 2、公司在科技创新方面有哪些具体举措，这些举措如何 | | --- | | 助 ...

Core Insights - The domestic nutrition and health food industry in China has significant long-term development potential [1] Industry Overview - The scale of China's nutrition and health food industry exceeds 35 billion USD, with a rapid growth rate [1] - The current concentration of the industry is low, providing opportunities for certain downstream brands and leading contract manufacturers to increase their market share [1] Market Dynamics - The industry is characterized by stratification, where the quality market builds a competitive moat through "big single products + R&D advantages" [1] - The new consumption market focuses on "demand insight + category innovation + online capabilities" [1]

Core Insights - Lin Xiaosheng has been recognized as a key leading enterprise in agricultural industrialization in Huimin County, Shandong Province, indicating its role in promoting high-quality modern agriculture [1][4] - The brand focuses on product innovation to meet consumer demands for health and taste, establishing a competitive edge in the market [1][5] Group 1: Company Overview - Lin Xiaosheng was established in 2019 and has developed a range of core products including oyster sauce, soy sauce, and seasoning sauces [1] - The brand has been referred to as one of the "new seasoning four little dragons" in the industry, highlighting its rising prominence [1] - Lin Xiaosheng ranked third in the JD 2025Y618 basic seasoning competition list, alongside industry giants like Haidilao and Lee Kum Kee [1] Group 2: Business Model and Strategy - The company integrates product development with local agricultural resources, utilizing high-quality local ingredients such as chili peppers, wheat, soybeans, and white feather chickens [4] - Lin Xiaosheng's chicken breast sauce, for example, consumes approximately 5,000 chicken breasts daily, equivalent to the output of a small to medium-sized farm [4] - The brand's model not only addresses the challenge of selling local agricultural products but also enhances the value of these products through branding [5] Group 3: Infrastructure and Operations - Lin Xiaosheng has established its own factory in Huimin County, covering over 10,000 square meters, which includes standardized workshops and a chili cultivation center [5] - The company aims to elevate the added value of local agricultural products and expand their market reach nationally [5] Group 4: Community Impact and Future Plans - Lin Xiaosheng's operations contribute to local employment and support farmers in negotiating better prices for their products [4][5] - The company is committed to continuously observing market trends and developing products that align with consumer health demands while benefiting local farmers [5]

千年福地的精神图腾，开启健康与福运的顶级跨界 "海上有仙山，山在虚无缥缈间。"千百年来，普陀山一直是东方文化中"平安"、"健康"、"福运"的象征， 这里是禅养的圣地，这里是福祉的源头。而今，普陀山这份跨越千年的文化积淀与国民健康品牌东方素 养完成了一场"天作之合"。5月17日，三生（中国）在"AI新引擎·品牌新生态"战略发布会上正式宣布旗 下东方素养品牌与普陀山IP合作推出联名产品，东方素养也成为普陀山首个食品类目授权品牌。这次合 作不仅是健康产业与传统文化的一次跨界融合，更是一场关于"身心共养"的东方哲学实践。 普陀山作为千年福地，是东方哲学中"祈福济世"的具象化—— "千处祈求千处应"，更暗合了现代人对健 康、平安、顺遂的普遍向往。据数据统计，普陀山年游客量超1200万人次，年文化曝光量达25.5亿 次，有着"五朝恩赐无双地，四海尊崇第一山"的盛誉，IP影响力早已超越地理界限，成为国人共同的情 感锚点。 普陀山的每一块石板都刻着祝福，每一缕香火都承载着期盼，这种深厚的群众基础与文化情感共鸣，正 是东方素养选择与其联名的深层逻辑。三生（中国）品牌战略事业部总监谭龙指出："普陀山的文化基 因与东方素养'以素养 ...

食养银龄，洞察中老年营养健康消费图景 ——中国中老年营养健康食品专题报告 2025年4月 © 2025 灼识咨询版权所有。本文件提供的任何内容均系灼识咨询公司独有的高度机密性资料。 未经灼识咨询公司事先书面许可，任何人不得以任何方式擅自复制、传播、出版、引用、改编本文件内容 扫码添加CIC灼识小助手 联合发布方：量子之歌（NASDAQ：QSG） 量子之歌是中国领先的高品质生活服务提供商，致力于助力用户实现更美 好的生活与个人价值的提升。量子之歌深入理解成年用户的深层需求，并 依托强大的基础设施，开发了一系列易于理解、高性价比且便于获取的在 线课程。此外，量子之歌也特别关注中老年用户对健康生活的需求，并在 特定领域推出了一系列高品质的消费品和服务。 扫码添加CIC灼识小助手 发布方：灼识咨询 China Insights Consultancy 灼识咨询是一家知名咨询公司。其服务包括IPO行业咨询、商业尽职调查、战略咨询、 专家网络服务等。其咨询团队长期追踪消费品、互联网、大数据、高科技、能源电 力、供应链、人工智能、金融服务、医疗、教育、文娱、环境和楼宇科技、化工、 物流、工业、制造业、农业等方面最新的市场趋 ...

Core Viewpoint - The company reported strong revenue growth and profitability in 2024 and Q1 2025, driven by its core oat business and expansion into new retail channels [1][2][3]. Financial Performance - In 2024, the company achieved revenue of 1.9 billion yuan, a year-on-year increase of 20.2%, and a net profit attributable to shareholders of 130 million yuan, up 15.4% [1]. - For Q1 2025, revenue reached 660 million yuan, reflecting a year-on-year growth of 15.9%, with a net profit of 60 million yuan, increasing by 21.2% [1]. Product Performance - The company's main oat products, including pure oat flakes, compound oat flakes, and cold oat products, generated revenues of 710 million, 850 million, 150 million, 140 million, and 50 million yuan respectively, with growth rates of 9.6%, 28.8%, 24.1%, 23.9%, and 25.3% [2]. - The "Oat+" series and the classic milk oat series each surpassed 200 million yuan in sales, with the "Oat+" series growing over 20% and the milk oat series over 30% year-on-year [2]. Channel Development - The company emphasized the development of direct sales channels, achieving revenue of 830 million yuan from direct sales, a year-on-year increase of 31.0% [2]. - Online sales, particularly through traditional e-commerce and social e-commerce platforms like Douyin, saw significant growth, with Douyin's GMV reaching 470 million yuan, up 20.3% year-on-year [2]. Cost and Profitability - The gross margin for 2024 was 41.3%, a decrease of 3.2 percentage points year-on-year, primarily due to rising raw material costs and low capacity utilization of new production facilities [3]. - The net profit margin for 2024 was 7.0%, down 0.3 percentage points year-on-year, but improved to 8.3% in Q1 2025, reflecting a 0.3 percentage point increase [3]. Strategic Expansion - The company is expanding its product range beyond oats, developing new products such as instant porridge, lotus root powder, sesame paste, and probiotic protein powder, while also pursuing strategic partnerships and acquisitions [3][4]. - The company is actively embracing new retail channels, including snack wholesale, Douyin e-commerce, and membership stores, leading to rapid growth [4]. Market Outlook - The company forecasts net profits of 180 million, 230 million, and 280 million yuan for 2025-2027, with corresponding EPS of 0.81, 1.01, and 1.24 yuan [4]. - As a leading player in the oat industry, the company is expected to benefit from market expansion and increased concentration, with potential for profit improvement in the future [4].

Core Insights - The female health food industry is a niche market designed to meet the specific physiological stages, nutritional needs, and health issues of women, with products optimized through functional ingredients or nutritional formulations to help maintain health, prevent diseases, or improve sub-health conditions [1][2][5] Market Overview - The "her economy" in China is projected to reach a total consumption scale of 12 trillion yuan in 2024 and approximately 15 trillion yuan by 2025, indicating strong growth momentum [5] - The female health food market in China has shown rapid growth, with a market size of approximately 237.9 billion yuan in 2022, expected to reach about 277.8 billion yuan by 2024, and is anticipated to exceed 300 billion yuan by 2025 [9] Industry Definition and Classification - The female health food industry is categorized based on physiological stages (e.g., menstruation, pregnancy, menopause), functional demands (e.g., beauty and anti-aging, metabolic management, emotional and sleep support, bone health), product forms (e.g., traditional forms, modern functional foods, beverages), and ingredient characteristics (e.g., natural traditional tonics, scientifically formulated, functional additives) [2][3] Current Development Status - The rise of the "her economy" has led to increased health awareness among women, with nearly 75% of household consumption decisions being made by women, showcasing their independent and rational consumption attitudes [7] - 65% of female consumers believe that specific ingredients in health foods can improve health through dietary supplementation, while 62% feel that emotional needs can also be met through health foods [7] Industry Chain Structure - The upstream of the female health food industry includes raw materials such as vitamins, protein sources, plant extracts, probiotics, collagen, and packaging materials; the midstream involves production and processing; and the downstream consists of sales channels, including e-commerce platforms and offline retail [11] Competitive Landscape - The market is experiencing explosive growth driven by the rising social status and health awareness of women, with significant growth in menstrual management, ovarian care, and anti-aging segments [17] - Key players in the menstrual management segment include companies like Laiwu Wanxing Fruit and Vegetable Food Processing Co., Ltd. and Shandong Wanxing Food Co., Ltd. [17] Future Trends - The female health food market is expected to continue its growth trajectory, driven by the diversification of consumer demands and the shift towards more refined and natural product innovations [20]

上 市 公 司 公 司 研 究 / 公 司 点 评 基础化工 2025 年 05 月 06 日 百龙创园 (605016) 证券分析师 ——膳食纤维量利齐升增厚 24 年利润，成本端改善助力 叠加阿洛酮糖放量致 25Q1 业绩同环比均增长 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 05 月 06 日 | | --- | --- | | 收盘价（元） | 21.58 | | 一年内最高/最低（元） | 31.15/14.54 | | 市净率 | 4.0 | | 息率（分红/股价） | 1.34 | | 流通 A 股市值（百万元） | 6,972 | | 上证指数/深证成指 | 3,316.11/10,082.34 | | 注："息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 03 月 31 日 | | --- | --- | | 每股净资产（元） | 5.45 | | 资产负债率% | 19.15 | | 总股本/流通 A 股（百万） | 323/323 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 05-06 0 ...

Group 1: Industry Overview - The Ministry of Commerce and 12 other departments have jointly released the "Special Action Plan for Promoting Healthy Consumption," which includes specific measures to promote the development of the health consumption market, signaling a new growth opportunity for the health food industry [1] - The global functional food market is expected to reach $1.5 trillion by 2024 and may exceed $2.5 trillion by 2030, with a compound annual growth rate (CAGR) of over 9% [2] - The health food market in China is projected to surpass 1.5 trillion yuan in 2024, with a growth rate of 15%, driven by consumer demand for technology-enabled and culturally resonant products [2] Group 2: Key Players and Innovations - Dong'e Ejiao Co., Ltd. focuses on the research, production, and sales of Ejiao and related health products, introducing convenient products like ready-to-eat Ejiao cakes and instant Ejiao drinks, which have seen a 230% year-on-year sales increase for sugar-free Ejiao granules in 2023 [3] - Fujian Lixing Food Co., Ltd. specializes in vacuum freeze-drying technology and offers a wide range of health food products, serving as a supplier for numerous well-known domestic and international brands [5] - Shandong Mengsixiang Food Co., Ltd. has launched "Chinese-style light health" gift boxes targeting young consumers, successfully crossing over into popular culture with products like "Loquat and Autumn Pear Drink" [6] Group 3: Trade and Exhibition Insights - The SIAL International Food Exhibition in Shanghai will feature renowned health food companies, providing a platform for showcasing innovative products and future trends in the health consumption sector [1][11] - The exhibition is expected to attract a wide range of professional buyers from various channels, enhancing brand visibility and facilitating business cooperation [11][13] - SIAL offers a unique opportunity for over 5,000 exhibitors to connect with 180,000 food and beverage professionals, promoting high-quality development in the food and beverage industry through trade integration [13]

谢邱安仪提及两大影响香港零售的经济大环境。首先，零售商忧虑若贸易战持续下去，影响股市及经 济，提升物价，市民消费力减弱。 至于内地优化离境退税政策，她认为，会加大对香港零售业负担，有机会进一步吸引北上消费。因此她 呼吁香港零售商要转型或创造新产品，做好服务及推出新的购物体验。 至于5月，她表示，预计今年五一黄金周情况不及去年，但是比平日周末好很多。三分之一受访商家预 计会录得升幅，主要为化妆品，健康食品，预计有低双位数升幅，化妆品升幅甚至超过两成;三分之一 预计持平，三分之一预计录得跌幅。预计录得持平或单位数升幅，有超市等;预计录得持平或单位数跌 幅，主要为百货业，食品店等;预计录得双位数跌幅有电器，家具等。 香港零售协会主席谢邱安仪表示，3月零售销货价值临时估计301亿港元，同比下跌3.5%，略有收窄， 这是在去年低基数情况之下，她预计第二季度之后有机会持平状态，个别月份或录得轻微升幅。 至于4月，谢邱安仪称，超低基数环境，复活节假期带动港人外游持续增多，及环球贸易战对消费意愿 的影响，这三大因素导致整体生意不理想。不过已经开始有商家表示生意开始有升幅。受访会员中大约 有3成认为将录得升幅，主要为化妆品，珠 ...