公告显示，公司执行董事 余风 将自彭宏志正式辞任后担任首席财务官及授权代表，自今年9月1日起 生效。公司称，余风在休闲食品行业拥有超过14年经验，对公司业务及运营具有深入了解。 本文字数：943，阅读时长大约2分钟 近日，卫龙美味（09985.HK）发布公告称，公司执行董事、首席财务官彭宏志，因个人职业发展安 排已辞任上述职务。 2025.07. 11 爱企查App显示，余风名下共关联21家企业，版图涉及商贸、电商、食品等领域，其中10余家为开 业状态，具体包括漯河市卫龙商贸有限公司、河南卫龙食品企业电商发展有限公司、广州吉龙食品有 限公司等。在上述为开业状态的企业中，余风担任总经理、执行董事、财务负责人等重要职位。 据南方都市报， 卫龙为家族式企业。 据卫龙此前发布的年报， 彭宏志为卫龙现任CEO刘福平堂弟 刘忠思的表兄， 于2010年10月加入卫龙集团，2023年3月起开始主要负责集团财务中心及海外事 业发展中心的管理工作； 而即将担任公司CFO的余风则为刘福平的表弟 ，2011年开始 加入集团， 历任过助理设计师、研发经理、媒体中心负责人、人力资源中心负责人、高 级副总裁等岗位。 值得注意的是， 这是今 ...

智通财经APP获悉，据知情人士透露，Performance Food Group 公司(PFGC.US)已吸引了美国食品控股公 司(USFD.US)的收购意向。若该交易达成，将形成一家总销售额将接近 1000 亿美元的食品分销公司。 得益于该消息，截至发稿，Performance Food盘前上涨近8%。 据相关人士透露，总部位于伊利诺伊州罗斯蒙特的美国食品公司一直在评估对"性能食品"公司的收购事 宜，并在近几个月表达了对可能进行的合并合作的意向。这些人士要求不具名，因为相关信息属于保密 范畴。 美国食品控股公司的股票在过去 12 个月里上涨了超过 50%，使该公司市值达到 186 亿美元。而 Performance Food的市值为 141 亿美元。美国食品控股公司为餐馆、医院、学校和酒店提供食品服务， 去年的营收达 379 亿美元。据其网站信息，该公司在超过 70 个地点拥有约 3 万名员工。 Performance Food在美国和加拿大也提供类似的服务，其业务覆盖三个部门：餐饮供应商"Performance Foodservice"、糖果和零食分销商"Vistar"及其面向便利店的"Core-Mark ...

2025 年燕麦片品牌推荐 加工工艺革新引领燕麦片产品格局重构 | 一、市场背景 | | 3 | | --- | --- | --- | | 1.1 摘要 3 | | | | 1.2 | 燕麦片定义 | 3 | | 1.3 市场演变 | | 3 | | 二、市场现状 | | 4 | | 2.1 市场规模 | | 4 | | 2.2 市场供需 | | 4 | | 三、市场竞争 | | 5 | | 3.1 市场评估维度 | | 5 | | 3.2 市场竞争格局 | | 5 | | 3.3 十大品牌推荐 | | 6 | | 四、发展趋势 | | 7 | | 4.1 依托地产丰厚的优势，中国谷物产量可充分满足居民膳食纤维摄取需求，而受经济 | | | | 实力提升和饮食结构转型等因素影响，居民谷物和膳食纤维长期摄入不足，政府部门加 | | | | 速开展相关工作部署。燕麦因富含多种营养成分成为当下健康食品中的热门品类，在政 | | | | 策监管和鼓励措施带动下，有望进一步实现市场放量。 | | 7 | | 4.2 益生菌发酵方法为燕麦产品营养价值和谷物蛋白吸收率双提升提供技术基础，未来 | | | | 此技术在本土 ...

Group 1 - The food and beverage sector experienced a rise and subsequent decline, with the Food ETF (515710) reaching an intraday increase of 1.33% before closing up 0.5% [1] - Major liquor stocks saw significant gains, with Lotus Holdings rising by 3.83%, and both Jinzhidao and Luzhou Laojiao increasing by over 2% [3] - Moutai Sauce Wine Company reported achieving its operational goals for the first half of 2025, which may boost investor confidence in the liquor sector [3] Group 2 - The food and beverage industry has undergone profound changes in both supply and demand since 2025, with a mix of upgrades and downgrades in consumer preferences [4] - Analysts suggest that the current industry transformation indicates a cyclical change, recommending companies with balanced product structures and healthy inventories [4] - Investment strategies should focus on stable demand leaders and companies innovating in new products and channels [4] Group 3 - The Food ETF (515710) tracks the China Securities Index for the food and beverage sector, with approximately 60% of its holdings in high-end and sub-high-end liquor stocks [5] - The top ten weighted stocks in the ETF include major brands like Moutai, Wuliangye, and Yili [5] - Investors can also access core assets in the food and beverage sector through the Food ETF linked funds [5]

Macro Dynamics - The Chinese Ministry of Foreign Affairs responded to the U.S. request for South Korea to impose restrictions on China, emphasizing that any agreements should not harm third-party interests [1] - China has expanded its visa-free and transit visa-free countries to 47 and 55 respectively, aiming to simplify visa application processes and enhance international travel [2] Financial Institutions - The China Securities Association issued new guidelines to regulate underwriting fees, prohibiting tiered pricing and enhancing the quality of underwriting practices [3] - The Ministry of Finance announced measures to guide insurance funds towards long-term stable investments, adjusting performance evaluation methods for state-owned insurance companies [5] - The former chairman of China Construction Bank (Macau) is under investigation for serious violations of discipline and law [6] Company Dynamics - Huaxia Fund completed a 10% equity transfer to Qatar Holding, making it the third-largest shareholder [8] - China CNR Corporation expects a net profit of 6.722 billion to 7.562 billion yuan for the first half of 2025, representing a year-on-year growth of 60% to 80% [12] - Nestlé's offices in France were searched due to allegations of using illegal filtration systems that could conceal contamination issues [13] - Huawei published a new patent applicable to foldable devices, enhancing user interface switching capabilities [13] Market Data - On July 11, the Shanghai Composite Index rose by 0.01%, while the ChiNext Index increased by 0.8%, with a total market turnover of approximately 1.712 trillion yuan [9] - The Hong Kong Hang Seng Index increased by 0.46%, led by financial stocks, while new consumer stocks experienced declines [10]

证券代码：603697 证券简称：有友食品 公告编号：2025-043 （二）业绩预告情况 有友食品股份有限公司 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： ●有友食品股份有限公司（以下简称"公司"）预计 2025 年半年度实现营业收入 增加 40.91%到 50.77%。 ●公司预计 2025 年半年度实现归属于母公司所有者的净利润为 10,500 万元到 ●公司预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为 加 46.82%到 58.90%。 一、本期业绩预告情况 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 公司不存在可能影响本次业绩预告内容准确性的重大不确定因素。本次业绩预告数 据是公司财务部门基于自身专业判断进行的初步核算，未经注册会计师审计。 经财务部门初步测算，预计 2025 年半年度实现营业收入 74,618 万元到 79,842 万元， 与上年同期相比，将增加 21,663 万元到 26,887 万元，同比增加 40.91% ...

的内蒙古蒙牛奶酪有限责任公司（以下简称"蒙牛奶酪"）100%股权，并于 2024 年 7 月 1 日将蒙牛奶酪正式纳入公司合并报表范围，公司对 2024 年半年度同期 财务数据进行了追溯调整。经财务部门初步测算，预计 2025 年半年度实现归属 于母公司股东的净利润与上年同期经追溯调整后的数据相比，将增加 4,861.25 万 元-7,361.25 万元，同比增长 68.10%-103.12%；归属于母公司股东的扣除非经常 性损益的净利润与上年同期经追溯调整后的数据相比，将增加 3,311.54 万元 -5,811.54 万元，同比增长 58.22%-102.16%。 （三）公司本期业绩预告数据未经注册会计师审计。 二、上年同期经营业绩和财务情况 （一）2024 年半年度利润总额为 9,837.12 万元，归属于母公司股东的净利 润为 7,677.83 万元，归属于母公司股东的扣除非经常性损益的净利润为 5,688.46 万元。2024 年 7 月 1 日，公司发生同一控制下的企业合并，公司对 2024 年半年 度财务数据进行追溯调整后，2024 年半年度利润总额为 9,515.79 万元，归属于 母公司股东 ...

有友食品（603697）公告，公司预计2025年半年度实现营业收入7.46亿元到7.98亿元，与上年同期相 比，将增加2.17亿元到2.69亿元，同比增加40.91%到50.77%。预计2025年半年度实现归属于母公司所有 者的净利润为1.05亿元到1.12亿元，与上年同期相比，预计增加2886万元到3621万元,同比增加37.91%到 47.57%。预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为8932万元到9667 万元，与上年同期相比，预计增加2848万元到3583万元，同比增加46.82%到58.90%。 ...

Group 1 - Tesla officially enters the Indian market with the opening of its first experience center in Mumbai on July 15, having imported vehicles and related products worth $1 million [1] - Greenland Group and DeepBlue Technology have established a joint venture, "Greenland DeepBlue AI Medical Technology Company," aimed at promoting the DeepBlue-MR-v1 medical model, which ranks first in complex medical reasoning evaluations [1] Group 2 - Mafengwo's personalized travel planning product "AI Roadbook" is now available to all users, featuring tools for restaurant reservations and real-time translation, enhancing the travel experience from planning to execution [2] - NielsenIQ and Gaode Cloud have signed a strategic cooperation agreement to launch "Channel Cloud Map," a retail intelligence solution that integrates real-time store data and professional verification for comprehensive market coverage [3] Group 3 - The first "Suning.com Cup" Honor of Kings national super league has been launched, with over 2,000 teams competing across 40 cities, aiming to establish 100 e-sports experience zones by 2025 [4] - The D20 Global Design Dean Summit was held in Hangzhou, focusing on the integration of design and technology, and promoting the establishment of AI design talent standards through the "D20 Declaration" [5] Group 4 - LeEco has been ordered to pay over 10.07 million yuan due to enforcement actions, highlighting ongoing financial difficulties faced by the company [6][7] - Nestlé's offices in France were searched as part of an investigation into allegations of using illegal filtration systems in their bottled water products [8] Group 5 - The Shanghai Cooperation Organization signed 12 digital economy cooperation projects, focusing on cross-border e-commerce and smart cities, during the 2025 Digital Economy Forum [9] - Beijing has launched a comprehensive service platform to support enterprises in the "Belt and Road" initiative, providing one-stop services in policy communication, financial connectivity, and talent exchange [10] - The adjustment of the national medical insurance drug list and the commercial health insurance innovative drug list has officially started, aiming to enhance the multi-level medication guarantee system [11] - The Chinese Foreign Ministry announced ongoing simplification of visa application procedures to facilitate smoother travel for foreign visitors to China [12]

序号股票简称PE(TTM)PE(静)市净率总市值(元)13大东方74.22104.011.3445.39亿行业平均 44.2752.453.70173.41亿行业中值46.6058.073.0061.85亿1药明康德19.8223.453.552215.92亿2诺泰生物 25.0430.394.47122.88亿3康龙化成25.7326.803.42480.65亿4诺禾致源30.4131.432.4461.85亿5爱尔眼科 31.4832.815.341166.61亿6普蕊斯31.9527.362.4729.11亿7诺思格35.1935.952.7150.41亿8凯莱英 35.3837.052.05351.58亿9华康洁净35.5237.181.4324.84亿10通策医疗36.6137.394.45187.50亿11华厦眼科 38.9438.372.79164.47亿12阳光诺和42.3432.045.5256.84亿 7月11日，大东方今日收盘5.13元，下跌3.93%，滚动市盈率PE（当前股价与前四季度每股收益总和的比 值）达到74.22倍，总市值45.39亿元。 从行业市盈率排名来看，公司所处的医疗服 ...