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金字火腿或再次易主,跨界战略仍未寻到“第二春”
Bei Ke Cai Jing· 2025-04-19 03:35
Core Viewpoint - Jinzi Ham Co., Ltd. is planning a share transfer that may involve a change in control, leading to a temporary suspension of its stock trading. The company has struggled to meet performance commitments since its founder sold shares in 2021, and recent profit increases have been attributed to asset sales rather than core business growth [1][11]. Financial Performance - In 2024, Jinzi Ham achieved revenue of 344 million yuan, a year-on-year increase of 9.62%, and net profit of 62.17 million yuan, up 55.19% from the previous year. However, the non-recurring net profit fell to 23.55 million yuan, a decline of 27.70% [2][3]. - The increase in net profit was primarily due to the sale of a 12.2807% stake in Zhejiang Yindun Cloud Technology Co., Ltd. for 428 million yuan, contributing an additional 26.26 million yuan to net profit [3]. Investment Strategy - Jinzi Ham has a history of diversifying into various sectors since 2013, including rare earths, banking, e-commerce, health, and new energy vehicles. However, many of these ventures have not been successful, leading to performance issues [1][6]. - The company has made significant investments in the AI and computing sectors, but faced challenges in achieving performance targets set in investment agreements with Yindun Cloud, which has struggled financially [4][5]. Market Position and Challenges - The company's core products, particularly ham and specialty meat products, have seen declining gross margins for four consecutive years, with ham's margin at 26.14% and specialty meat's at 7.67% in 2024 [14][15]. - Jinzi Ham is attempting to capture the young consumer market by launching innovative products, but its pre-prepared food offerings have been limited and are still in the trial phase [16][17]. Future Outlook - The company plans to enhance its product offerings and improve profitability through capital operations and market expansion, particularly in e-commerce and international markets [15][16]. - Despite the challenges, Jinzi Ham aims to develop new products and optimize its operations to recover from declining margins and improve overall performance [15][16].
披着国货外衣,在中国大赚特赚,这些潜伏的美国货,你知道几个?
Sou Hu Cai Jing· 2025-04-13 00:59
Group 1 - The US-China trade war has escalated, with the US increasing tariffs on Chinese products from an initial 34% to 145% [1] - Despite the trade tensions, many American-owned brands disguised as domestic products are thriving in the Chinese market [4] - Harbin Beer, often mistaken as a local brand, was acquired by the American company Anheuser-Busch in 2004 [3][8] Group 2 - Yida chewing gum, popular in China, is owned by the American company Wrigley, which entered the Chinese market in 1996 [11] - Other Wrigley products, such as Green Arrow, are also American brands that perform well in China [14] - Shuanghui Group, known for its hot dogs, was sold to American firms in 2007, with significant ownership by American investor Rothschild [18][22] Group 3 - Jinlongyu, a leading cooking oil brand in China, is part of the "Yihai Kerry" group, which is a joint venture involving the American company ADM [23][25][27] - Dabao, a well-known Chinese skincare brand, was acquired by Johnson & Johnson in 2008, despite its Chinese branding [29][33] - Procter & Gamble, an American company, owns several brands in China, including Head & Shoulders and Pampers, which are often perceived as domestic products [35]
每周股票复盘:金字火腿(002515)积极应对市场挑战,拓展新销售渠道
Sou Hu Cai Jing· 2025-04-11 19:55
机构调研要点 为满足消费者的需求,公司将积极开发火腿延伸产品,进一步优化产品结构,降低原材料采购成本,提 高设备利用率及劳动生产力,努力提升毛利率,谢谢。 公司大力发展火腿新品以拓展火腿应用新场景,努力创造新的消费需求,目前尚在试销阶段。公司将根 据各渠道销售反馈情况,不断调整优化,努力扩大新品销售规模。 公司积极探索海外市场,将通过参加国际展会、建立海外销售网络等方式,推动产品出口,提升品牌的 全球影响力。谢谢! 肉食是人类生存发展的必须食品,2025年及未来几年尽管经济形势相对严峻,但对美味、安全、健康的 肉制品需求依然是乐观的,关键在于公司要密切关注市场与消费者需求,积极研发生产符合市场及消费 者需求的产品,提高市场占有率,从而提升公司经济效益。谢谢。 公司重视全国的区域市场拓展,在巩固现有市场的基础上,积极开拓新市场,特别是线上销售渠道通过 电商平台(如天猫、京东、拼多多等)和社交媒体(如抖音、快手、微信等)进行品牌推广和产品销 售,提升线上市场份额。同时,深化与线下大型商超、连锁餐饮的合作,拓展定制化业务,满足不同客 户群体的需求。同时将继续加快直营门店建设。此外,探索国际市场,通过参加国际展会、建 ...
直击业绩会 | 时隔3年营收重回增长,但扣非净利润下滑 金字火腿:将积极开发火腿延伸产品,进一步优化产品结构
Mei Ri Jing Ji Xin Wen· 2025-04-09 13:04
4月9日下午,金字火腿在线上召开2024年度业绩说明会。 根据金字火腿(SZ002515,股价5.23元,市值63.31亿元)此前发布的2024年财报,2024年公司实现营收3.44亿元,同比增长9.62%,归母净利润为6217.3万 元,同比增长55.19%。对比金字火腿近些年财报来看,2024年是金字火腿时隔3年营收重回增长的一年,归母净利润规模也达到了近7年来的高位。 值得注意的是,金字火腿的营收规模较2020年的7.1亿元仍然相差较远,归母净利润的增长也主要得益于在去年出售了一家联营公司股权。在9日下午举行的 业绩说明会上,如何增强盈利能力、如何拓展第二增长曲线等问题被投资者关注。 每经记者 范芊芊 每经编辑 马子卿 分产品来看,火腿产品仍然是金字火腿的支柱性产品,去年,火腿产品实现营收1.87亿元,营收占比为54.46%,其次是特色肉制品,实现营收7654.06万 元,营收占比为22.26%。 这两大产品在2024年都实现了营收的同比增长,但毛利率同比均有所下滑:火腿产品毛利率下滑了1.51个百分点,特色肉制品毛利率下滑了15.49个百分点。 这也在一定程度上导致了金字火腿在2024年扣非净利润仍呈 ...
金字火腿总裁周国华回应预制菜业务进展:尚处于不断开发及市场试销中
Mei Ri Jing Ji Xin Wen· 2025-04-09 08:47
Core Viewpoint - The company is focusing on developing its ham industry while also expanding into the prepared food sector, although progress has been slow [1][2]. Financial Performance - In 2024, the company achieved revenue of 344 million yuan, a year-on-year increase of 9.62%, and a net profit attributable to shareholders of 62.17 million yuan, up 55.19% year-on-year [1]. - The 2024 revenue marks a return to growth for the company, with net profit reaching its highest level in nearly seven years [1]. - However, the 2024 revenue is still significantly lower than the over 700 million yuan achieved in 2020, and the net profit increase was largely due to the sale of a subsidiary [1]. Product Development - The company currently has six prepared food products in development and market testing, with sales revenue from this segment being a small proportion of total revenue [1]. - The company plans to continuously adopt new technologies to develop new products and expand sales channels [1]. - In 2023, the company launched nine prepared food products, which were still in the trial sales phase with positive market feedback [2]. Strategic Focus - The company aims to vigorously develop the ham industry, focus on traditional meat products, and actively develop prepared meat products as part of its strategic approach [2]. - The traditional meat products business is facing challenges, prompting the company to explore the prepared meat sector [2].
A股开盘怎么走?抗风险潜力股来了!
券商中国· 2025-04-06 02:20
以下文章来源于数据宝 ,作者宁墨 数据宝 . 数据宝——证券时报智能原创新媒体,中国股市大数据新媒体领先品牌,依托证券时报财经数据库和证监会 指定信息披露媒体的权威信息,让您用手机也能从海量数据中获得有用的决策信息支持,数据是个宝,炒股 少烦恼! 近日,美国宣布对所有贸易伙伴征收"对等关税",全球资本市场剧烈震荡。在外部风险加剧的背景下,资金会倾 向于流向更具稳定性和盈利能力的资产,A股中长期维持高净资产收益率的公司,正是这类优质企业的代表。 7股近10年净资产收益率均超15% 净资产收益率(ROE)作为衡量企业盈利能力的核心指标,备受投资大佬青睐。巴菲特曾提出:"如果非要我用一个 指标进行选股,我会选择ROE,那些ROE能常年持续稳定在20%以上的公司都是好公司,投资者应当考虑买入。" 一般来说,长期维持高ROE的企业,往往具备稳健的经营策略和持续的盈利水平,并且拥有强大的竞争优势,涵盖 出色的管理团队、强大的专利技术、特许经营权、行业先发优势或规模优势,以及优秀的团队和创新能力等特征。 据证券时报·数据宝统计,截至4月6日,在2015年前上市且披露2024年年报的A股公司中,有7股去年境外收入占比低 于1 ...
金字火腿: 关于2024年度利润分配预案的公告
Zheng Quan Zhi Xing· 2025-03-31 11:23
证券代码:002515 证券简称:金字火腿 公告编号:2025-012 金字火腿股份有限公司 关于 2024 年度利润分配预案的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误 导性陈述或重大遗漏。 一、审议程序 金字火腿股份有限公司(以下简称"公司")于 2025 年 3 月 28 日召开第六 届董事会第二十三次会议、第六届监事会第十九次会议,审议通过了《公司 2024 年度利润分配预案的议案》,本议案尚需提交公司 2024 年年度股东大会审议。 二、利润分配预案的基本情况 (一)基本内容 告(天健审〔2025〕1570 号),公司 2024 年度归属于上市公司股东的净利润为 华人民共和国公司法》《公司章程》等相关规定,计提法定盈余公积金 元。 营 发 展 需 要 , 公 司 拟 定 2024 年 度 利 润 分 配 预 案 为 : 以 公 司 现 有 总 股 本 红利分配金额为 36,318,424.92 元,剩余未分配利润结转以后年度分配,不送红 股,也不以资本公积金转增股本。 占当期归属于上市公司股东的净利润比例为 58.42%。 (二)调整原则 在本次利润分配预案披露 ...
行业周报:板块进入业绩披露期,建议低点加配布局-2025-03-30
KAIYUAN SECURITIES· 2025-03-30 13:13
Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The performance of the food and beverage index showed a 0.4% increase from March 24 to March 28, ranking third among primary sub-industries, outperforming the CSI 300 by approximately 0.4 percentage points. The leading sub-industries included meat products (+2.9%), dairy products (+2.1%), and beer (+2.0%) [4][11][12] - The fourth quarter of 2024 saw significant performance differentiation among companies, with several reporting improved earnings. For instance, Shuanghui Development experienced comprehensive profit improvement, while Tianwei Foods exceeded previous profit forecasts due to strong demand and reduced raw material costs [4][11] - The outlook for the first quarter of 2025 suggests that the industry is at a bottoming phase, with expectations of gradual performance recovery in subsequent quarters. It is recommended to increase allocations in the liquor, beer, and snack sectors [4][11] Summary by Sections Market Performance - The food and beverage index outperformed the market with a 0.4% increase, ranking third among industries. Key performers included Miaokelando, Guangming Meat, and Jiahe Foods, while Maikui'er, Lianhua Holdings, and Xiwang Foods faced declines [12][13] Upstream Data - Some upstream raw material prices have decreased. For example, the price of fresh milk was 3.1 yuan/kg, down 12.5% year-on-year, while pork prices increased by 2.3% year-on-year to 20.9 yuan/kg [18][21] - The price of imported barley fell by 10.4% year-on-year, which may alleviate cost pressures for beer companies [27][28] Company Recommendations - Recommended stocks include Shanxi Fenjiu, Guizhou Moutai, Ganyuan Foods, and Ximai Foods, with each showing strong growth potential and strategic advantages in their respective markets [5][49]
火腿肠“两重天”:谢霆锋卖爆了,双汇又遇冷了 | BUG
新浪财经· 2025-03-28 01:06
Core Viewpoint - The financial report of Shuanghui Development for the year 2024 shows concerning trends, with a decline in revenue and net profit for the fourth consecutive year, indicating ongoing challenges in the traditional meat product market [2][4][6]. Financial Performance - In 2024, Shuanghui reported total revenue of 59.56 billion yuan, a decrease of 0.55% year-on-year, and a net profit of 4.99 billion yuan, down 1.26% [4][10]. - The revenue from packaged meat products fell sharply by 6.16%, while the fresh pork product segment also experienced a decline, with revenue down 2.06% to 30.34 billion yuan [6][7]. - The total external sales volume of meat products was 3.18 million tons, reflecting a decrease of 1.67% [6]. Market Competition - The traditional packaged meat products, such as ham and luncheon meat, are losing appeal among younger consumers, who prefer fresh and minimally processed meat options [4][6]. - New brands, like Fengwei Pai founded by celebrity Xie Tingfeng, are capturing market share, with reported sales of 1.5 billion yuan and being the top seller for three consecutive years [2][4]. Dividend Policy - Shuanghui continues its high dividend policy, distributing 48.85 billion yuan in cash dividends, which accounts for nearly 98% of its net profit, raising concerns about corporate governance and the interests of minority shareholders [10][11]. - The company's dividend payout has exceeded its net profit for several years, indicating a reliance on cash flow rather than reinvestment for growth [11]. Governance Issues - The financial report marks the first year under the leadership of Wan Hongwei, the second-generation successor, amidst ongoing concerns about family control and governance issues within the company [13]. - The transition of leadership has not alleviated worries regarding the protection of minority shareholders' interests and the long-term strategic direction of the company [13]. Food Safety Concerns - Shuanghui faces ongoing food safety complaints, with a total of 4,640 complaints reported, primarily related to product quality issues such as spoilage and contamination [15][17]. - Previous incidents of food safety violations have damaged consumer trust, necessitating a comprehensive overhaul of production processes and quality management to restore brand reputation [15][17].
3月26日晚间重要公告一览
Xi Niu Cai Jing· 2025-03-26 10:20
Group 1 - China Aluminum reported a net profit of 12.4 billion yuan for 2024, an increase of 85.38% year-on-year, with a proposed cash dividend of 0.135 yuan per share [1] - Lihua Technology's net profit for 2024 decreased by 25.41% to 245 million yuan, with a proposed cash dividend of 0.7 yuan per 10 shares [1][2] - Zhongjing Food achieved a net profit of 175 million yuan in 2024, up 1.81% year-on-year, proposing a cash dividend of 8 yuan per 10 shares [3][4] - Sanwei Chemical's net profit fell by 6.92% to 263 million yuan, with a proposed cash dividend of 3 yuan per 10 shares [5] - Meino Biological's project for corn protein processing has received construction approval, with an investment of approximately 391 million yuan [6][7] Group 2 - Guangdian Electric's net profit surged by 411.28% to 74.73 million yuan, proposing a cash dividend of 0.7 yuan per 10 shares [13][14] - Xin'ao Co. reported a net profit of 4.493 billion yuan for 2024, down 36.64%, with a proposed cash dividend of 10.3 yuan per 10 shares [15] - Huaren Pharmaceutical's subsidiary received approval for a raw material drug, enhancing its product line [16] - Huanxin Technology received a project confirmation from BAIC Group for two display screen products, expected to enter mass supply [17] - Haitong Development plans to purchase four bulk carriers for a total of 59.25 million USD to expand its fleet [18] Group 3 - Guochuang High-tech won a bid for an asphalt procurement project worth 128 million yuan [22][23] - Huayi Pharmaceutical's subsidiary received overseas marketing approvals for several products [24] - Haisco's innovative drug HSK41959 has received clinical trial approval [25] - Hetai Machinery's subsidiary obtained a patent for a dust-proof chain technology [28] - Le Xin Medical's fetal heart rate monitor registration renewal application has been accepted [29] Group 4 - Feilong Co. became a designated supplier for an international client's electronic oil pump project, with expected sales of approximately 160 million yuan [29] - Yunnan Copper reported a net profit of 1.265 billion yuan for 2024, down 19.9%, with a proposed cash dividend of 2.4 yuan per 10 shares [42] - China Merchants Bank's net profit increased by 1.22% to 148.39 billion yuan, proposing a cash dividend of 20 yuan per 10 shares [43] - Shuanghui Development's net profit decreased by 1.26% to 4.989 billion yuan, with a proposed cash dividend of 7.5 yuan per 10 shares [44]