资料显示，江西煌上煌集团食品股份有限公司位于江西省南昌市南昌县小蓝经济开发区洪州大道66号， 成立日期1999年4月1日，上市日期2012年9月5日，公司主营业务涉及酱卤肉制品及佐餐凉菜快捷消费食 品的开发、生产和销售。主营业务收入构成为：鲜货产品60.71%，米制品业务31.67%，屠宰加工 4.12%，包装产品1.97%，其他(补充)1.49%，检测业务0.04%。 煌上煌所属申万行业为：食品饮料-休闲食品-熟食。所属概念板块包括：预制菜、小盘、社区团购、新 零售、休闲食品等。 截至9月19日，煌上煌股东户数3.75万，较上期减少9.18%；人均流通股13648股，较上期增加10.10%。 2025年1月-6月，煌上煌实现营业收入9.84亿元，同比减少7.19%；归母净利润7691.99万元，同比增长 26.90%。 分红方面，煌上煌A股上市后累计派现5.18亿元。近三年，累计派现1.69亿元。 9月24日，煌上煌盘中上涨2.10%，截至13:04，报13.14元/股，成交5309.09万元，换手率0.80%，总市值 73.51亿元。 资金流向方面，主力资金净流出276.38万元，特大单买入119.03万 ...

绝味食品复牌首日股价一字跌停，发生了啥？ 中新网9月23日电(记者 谢艺观)9月23日，ST绝味复牌首日，公司股价一字跌停，收盘报14.49元，总市 值87.81亿元。 22日，ST绝味刚被停牌一日，并于23日被实施风险警示。 | ST 绝味 | | | | | --- | --- | --- | --- | | 603517 LT | | | | | 14.49 14.49 | 昌 | 市值 87.81亿 量比 0.06 | | | 14.49 | 115 | 流通 87.81亿 | 换 0.12% | | -0.76 -4.98% 开 14.49 | | 市盈 82.32 | 额 1081.1万 | | 分时 日K 周K | | 五日 | 更多· (0) | | 均价:14.49 最新:14.49 -0.76 -4.98% | | | | | 16.01 | | 4.98% | 五档 成交 | | | | | 卖1 14.4958.41万 | | | | 元1 | -- | | -15.25 -- | | 0.00% | 明细 ▼ | | | | | 1 17.71 | | | | 14:53 14.49 ...

Group 1 - The core point of the article is the resignation of the Vice President and Board Secretary of Youyou Food, Xiao Chuanzi, due to personal career development reasons, effective September 15, 2025, which was earlier than the originally scheduled term end date of November 22, 2025 [2][4] - Xiao Chuanzi's tenure lasted only a little over three months, having been appointed on June 6, 2025, during the 13th meeting of the fourth board of directors [4] - Since Youyou Food's listing in May 2019, the position of Board Secretary has seen frequent changes, with five individuals choosing to resign voluntarily, and the last two secretaries having notably shorter tenures [4] Group 2 - Youyou Food, known as the "first stock of spicy chicken feet," primarily engages in the research, production, and sales of marinated snack foods, with spicy chicken feet being the main product, alongside other marinated vegetable products [5] - After two years of listing, Youyou Food experienced sluggish growth, but began to recover in 2024, with a strong performance in the first half of 2025, achieving a revenue of 771 million yuan, a year-on-year increase of 45.59%, and a net profit of 108 million yuan, up 42.47% year-on-year [5] - High-potential channels like Sam's Club contributed to Youyou Food's impressive performance, although this also led to a decrease in gross margin, which fell from 28.97% in 2024 to 27.57% in the first half of 2025 [5] - Accounts receivable for Youyou Food have been rapidly increasing, with accounts receivable at 74.61 million yuan in 2024, rising to 156 million yuan in the first half of 2025, representing a year-on-year growth of 109.72% [5]

信息披露违规，绝味食品（603517.SH）"戴帽"。 9月19日晚间，绝味食品公告显示，公司当日收到中国证券监督管理委员会湖南监管局下发的《行政处罚事先告知书》（以下简称"《事先告知书》"）。 经查明，绝味食品涉嫌违法的事实为，2017年至2021年期间，未确认加盟门店装修业务收入，导致年度报告少计营业收入，5年合计7.24亿元。 监管部门决定，对绝味食品及公司董事长戴文军等三人合计罚款850万元。 同日，绝味食品发布公告称，公司股票将实施其他风险警示（ST），9月22日全天停牌，9月23日复牌后简称变更为"ST绝味"，日涨跌幅限制缩至5%。 一家上市公司财务人员向长江商报记者表示，绝味食品可能通过少计收入降低税负，或试图掩盖加盟业务增长放缓的真相。 点击蓝字关注我们 长江商报记者 黄聪 长江商报记者发现，截至2024年上半年底，绝味食品门店数量达14969家，相比2023年底，半年时间净关店近千家。然而，2024年年报和2025年半年报 中，公司未公布门店的具体数量和增减情况。 视觉中国图 戴文军被罚200万 9月19日晚间，绝味食品发布的公告显示，公司当日收到中国证券监督管理委员会湖南监管局下发的《事先 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 9月19日晚间，绝味食品发布公告称，公司收到中国证券监督管理委员会湖南监管局下发的《行政处罚事先告知书》，因公司披露的年度报告财务指标存 在虚假记载，公司及相关责任人被合计处以850万元罚款。 重要内容提示: ● 证券停复牌情况:适用 因绝味食品股份有限公司(以下简称"公司"于2025年9月19日收到中国 证券监督管理委员会湖南监管局下发的《行政处罚事先告知书》(2025)7号)(以 下简称"《事先告知书》"),依据《事先告知书》载明的内容,根据《上海证券交 易所股票上市规则(2025年4月修订)》相关规定,公司股票将被实施其他风险警 示。本公司的相关证券停复牌情况如下: 《告知书》显示，2017年至2021年期间，绝味食品未确认加盟门店装修业务收入，导致年度报告少计营业收入，占对应年度公开披露营业收入的比例分别 为5.48%、3.79%、2.20%、2.39%、1.64%。公司2017年至2021年各年年度报告未如实披露营业收入。上述违法事实，有相关合同、银行流水、询问笔录、 情况说明等证据证明。中国证券监督管理委员会湖南监管局认为，绝味食品上述行为涉嫌违反 ...

Core Viewpoint - Youyou Food has faced scrutiny from the Shanghai Stock Exchange due to frequent changes in its board secretary, raising concerns about potential internal conflicts and regulatory issues [1][6]. Group 1: Board Secretary Changes - Youyou Food has changed its board secretary five times since its listing over six years, with the most recent secretary, Xiao Chuan Zhi, leaving just three months after joining [1][2]. - The company has experienced a high turnover rate for the board secretary position, which is unusual compared to similar enterprises, indicating possible internal conflicts or regulatory challenges [1][2]. - The previous board secretaries have predominantly come from non-food industry backgrounds, which may affect their ability to manage the role effectively [2][3]. Group 2: Financial Performance - Youyou Food reported a revenue of 770 million yuan, a year-on-year increase of 45.59%, and a total profit of 1.301 billion yuan, up 44.27% [4]. - The company attributes its recent performance improvements to a focus on core product categories and enhanced channel efficiency, particularly through partnerships with membership-based supermarkets and online sales [4][5]. - Despite the impressive growth, Youyou Food remains heavily reliant on traditional sales channels, with 93.64% of revenue coming from offline sales, and only 6.36% from online channels [5]. Group 3: Dependency on Key Products and Partnerships - The majority of Youyou Food's revenue, 93.42%, comes from meat products, with a significant reliance on its flagship product, spicy chicken feet [5]. - A partnership with Sam's Club has significantly boosted revenue, contributing to a 22.37% increase in sales last year and over 45% growth in the first half of this year [5][6]. - However, this partnership has also led to a substantial increase in accounts receivable, which reached 156 million yuan, exceeding the company's total profit for the first half of the year [5][6].

Core Insights - On September 22, brokerages set target prices for listed companies, with notable increases for Gao Weida, SAIC Motor, and Haitian Flavoring, showing target price increases of 98.76%, 37.72%, and 27.18% respectively, across the software development, passenger vehicle, and seasoning industries [1][3] Group 1: Target Price Increases - Gao Weida received a target price of 51.50 yuan, reflecting a target price increase of 98.76% [3] - SAIC Motor's target price was set at 26.25 yuan, indicating a 37.72% increase [3] - Haitian Flavoring's target price reached 50.25 yuan, with a 27.18% increase [3] Group 2: Rating Adjustments - One company, Tebian Electric Apparatus, had its rating upgraded from "Hold" to "Strong Buy" by China Merchants Securities [4] - One company, Jiangling Motors, had its rating downgraded from "Buy" to "Hold" by Industrial Securities [5] Group 3: First Coverage - On September 22, brokerages initiated coverage on nine companies, including Jiangling Motors with a rating of "Hold" from Industrial Securities, and Ximai Food with a "Hold" rating from Shanxi Securities [6] - Gao Weida received a "Buy" rating from Dongwu Securities [6] - Other companies receiving coverage include Hengxin Life with a "Hold" rating and Xianglou New Materials with a "Hold" rating [6]

登录新浪财经APP 搜索【信披】查看更多考评等级 长江商报消息 ●长江商报记者 黄聪 信息披露违规，绝味食品（603517.SH）"戴帽"。 9月19日晚间，绝味食品公告显示，公司当日收到中国证券监督管理委员会湖南监管局下发的《行政处罚事先告知 书》（以下简称"《事先告知书》"）。 经查明，绝味食品涉嫌违法的事实为，2017年至2021年期间，未确认加盟门店装修业务收入，导致年度报告少计 营业收入，5年合计7.24亿元。 监管部门决定，对绝味食品及公司董事长戴文军等三人合计罚款850万元。 同日，绝味食品发布公告称，公司股票将实施其他风险警示（ST），9月22日全天停牌，9月23日复牌后简称变更 为"ST绝味"，日涨跌幅限制缩至5%。 一家上市公司财务人员向长江商报记者表示，绝味食品可能通过少计收入降低税负，或试图掩盖加盟业务增长放 缓的真相。 长江商报记者发现，截至2024年上半年底，绝味食品门店数量达14969家，相比2023年底，半年时间净关店近千 家。然而，2024年年报和2025年半年报中，公司未公布门店的具体数量和增减情况。 戴文军被罚200万 经查明，绝味食品涉嫌违法的事实如下：2017年至20 ...

Market Overview - The leisure food sector experienced a decline of 1.54% on September 22, with Maiqiuer leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Maiqiuer (002719) closed at 8.81, down 3.72% with a trading volume of 105,800 shares and a turnover of 93.398 million yuan [1] - Yanjinpuzi (002847) closed at 68.55, down 2.97% with a trading volume of 27,200 shares and a turnover of 187 million yuan [1] - Guangzhou Restaurant (603043) closed at 16.73, down 2.68% with a trading volume of 70,800 shares and a turnover of 2.61 million yuan [1] - Ziyan Food (603057) closed at 20.19, down 2.56% with a trading volume of 30,900 shares and a turnover of 62.558 million yuan [1] - Three Squirrels (300783) closed at 24.90, down 2.47% with a trading volume of 91,300 shares and a turnover of 228 million yuan [1] Capital Flow Analysis - The leisure food sector saw a net outflow of 207 million yuan from institutional investors, while retail investors had a net inflow of 206 million yuan [1] - The table of capital flow indicates that the majority of stocks in the sector experienced negative net inflows from institutional investors [2] Detailed Capital Flow for Selected Stocks - Liangpinpuzi (603719) had a net inflow of 2.9559 million yuan from institutional investors, but a net outflow of 2.4470 million yuan from retail investors [2] - Maiqiuer (002719) had a net inflow of 1.6956 million yuan from institutional investors, while retail investors saw a net outflow of 2.7726 million yuan [2] - Qingdao Food (001219) had a net inflow of 0.5841 million yuan from institutional investors, with a significant net outflow from retail investors of 2.7627 million yuan [2]

Investment Rating - The report assigns an "Accumulate-A" rating to the company for the first time [1][4]. Core Views - The company has shown significant growth in its core product, composite oats, which accounted for 48.4% of total revenue in the first half of the year, generating 556 million yuan, a year-on-year increase of 27.6% [3]. - The overall revenue for the first half of 2025 reached 1.149 billion yuan, reflecting an 18.1% year-on-year growth, with a net profit of 81 million yuan, up 22.5% [2][3]. - The company is expanding its offline channel partnerships and benefiting from new retail contributions, with southern region revenue growing by 20.1% and northern region by 13.3% [3]. Summary by Sections Financial Performance - In H1 2025, the company's gross margin improved to 43.6%, an increase of 1.1 percentage points year-on-year, driven by lower procurement costs for Australian oats and a higher proportion of high-margin composite oats [3]. - The net profit margin for H1 was 7.1%, up 0.3 percentage points year-on-year [3]. Revenue and Profit Forecast - The company is projected to achieve revenues of 2.29 billion yuan, 2.74 billion yuan, and 3.31 billion yuan for 2025, 2026, and 2027, respectively, with year-on-year growth rates of 20.8%, 19.7%, and 20.7% [4][7]. - Expected EPS for 2025, 2026, and 2027 are 0.78 yuan, 1.00 yuan, and 1.25 yuan, respectively, with corresponding P/E ratios of 27.3, 21.4, and 17.2 [4][7]. Market Position and Strategy - The company is focusing on the health sector and expanding its product offerings through various channel partnerships, which is expected to drive future growth [4].