| 渠道类别 | 2025 年 1-12 月 | 2024 年同期 | 同比变动 | | --- | --- | --- | --- | | 直营 | 4,687,856,787.91 | 5,090,919,097.98 | -7.92% | | 分销 | 15,979,563,480.47 | 15,103,701,939.45 | 5.80% | | 其他 | 1,462,552,923.97 | 1,792,271,469.91 | -18.40% | | 合计 | 22,129,973,192.35 | 21,986,892,507.34 | 0.65% | 1 / 2 证券代码：600073 证券简称：光明肉业 公告编号： 2026-017 上海光明肉业集团股份有限公司 2025 年度经营数据公告 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个别及连带责任。 根据《上海证券交易所上市公司行业信息披露指引第十四号——食品制造》第 十四条相关规定，现将上海光明肉业集团股份有限公司(以下简称"公司")2025 年度主要经营数据（ ...

单位：万元 币种：人民币 | 产品类别 | 2025 年主营收入 | | --- | --- | | 酵母及深加工产品 | 1,194,883.60 | | 制糖产品 | 133,851.39 | | 包装类产品 | 35,956.68 | | 食品原料 | 221,789.85 | | 其他 | 78,886.22 | | 总计 | 1,665,367.74 | 证券代码：600298 证券简称：安琪酵母 公告编号：2026-021 号 安琪酵母股份有限公司 2025 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 承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十四号 —食品制造》的相关要求，安琪酵母股份有限公司现将 2025 年 度与行业相关的定期经营数据披露如下： 一、主营业务相关经营情况 （一）产品类别 | 区域 | 2025 年主营收入 | | --- | --- | | 国内 | 980,546.98 | | 国外 | 684,820.76 | | 总计 | 1,665,367. ...

Core Viewpoint - Nestlé, the Swiss food giant, reported the theft of approximately 12 tons (413,793 bars) of KitKat chocolate, which went missing after leaving an Italian production facility for Poland. The company highlighted that cargo theft is an increasingly serious issue for businesses of all sizes [1][2]. Group 1 - The stolen KitKat chocolate was intended for sale across Europe [1][2]. - The company stated that the missing chocolate could enter unofficial sales channels throughout Europe [1][2]. - Each chocolate bar has a unique batch number that allows for traceability, enabling consumers, retailers, and wholesalers to identify whether products belong to the stolen shipment by scanning the packaging [1][2].

Core Viewpoint - Nestlé reported that approximately 12 tons (413,793 bars) of KitKat chocolate were stolen after leaving an Italian production facility for Poland, with the truck and its cargo still missing [1] Group 1: Incident Details - The stolen KitKat chocolate was intended for sale across Europe [1] - Nestlé acknowledged the increasing issue of cargo theft affecting businesses of all sizes [1] Group 2: Product Traceability - The company stated that if the stolen chocolate enters unofficial sales channels, it can be traced back to its origin through unique batch numbers assigned to each chocolate bar [1] - Consumers, retailers, and wholesalers can identify whether products belong to the stolen shipment by scanning the batch number on the packaging [1]

证券代码：603886 证券简称：元祖股份 公告编号：2026-009 上海元祖梦果子股份有限公司 2025 年年度经营数据公告 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个别及连带责任。 2、主营业务分产品情况 单位：万元 币种：人民币 产品类别 2025 年度 2024 年度 变动比例 蛋糕 83,291.55 95,519.72 -12.80% 中西糕点 110,510.91 121,231.09 -8.84% 其他 5,098.38 5,377.90 -5.20% 合计 198,900.84 222,128.71 -10.46% 3、主营业务分地区情况 单位：万元 币种：人民币 | 区域 | 2025 年度 | 2024 年度 | 变动比例 | | --- | --- | --- | --- | | 大陆地区 | 197,223.16 | 220,574.58 | -10.59% | | 台湾地区 | 1,677.68 | 1,554.13 | 7.95% | | 合计 | 198,900.84 | 222,128.71 | ...

Profit Growth Overview - In January-February 2026, industrial enterprises achieved a total profit of 10,245.6 billion yuan, marking a year-on-year increase of 15.2%[6] - The profit growth rate surged from 5.3% in December 2025 to 15.2% in the first two months of 2026, indicating a significant improvement in industrial profitability[6] Industry Performance - Profit recovery showed clear industry differentiation: upstream industries saw a profit increase of 34.3%, midstream industries 26.4%, while downstream industries faced a decline of 11.4%[3] - Upstream profit improvements were primarily driven by price support, particularly in non-ferrous metal smelting and mining, which experienced nearly triple-digit growth[3][4] Midstream and Downstream Insights - Midstream profit growth was attributed to accelerated production, with the electronics manufacturing sector seeing a remarkable profit increase of 203.5% year-on-year[4] - Downstream industries, particularly furniture manufacturing (-40.0%) and automotive manufacturing (-30.2%), showed significant profit declines, reflecting consumer caution towards durable goods and large expenditures[4][7] Cost and Efficiency Factors - The revenue profit margin for enterprises improved significantly, with a notable decrease in the cost-to-revenue ratio, likely due to equipment upgrades and ongoing tax reductions[3] - The increase in finished goods inventory growth in January-February indicated early signs of proactive restocking, although sustainability depends on demand recovery[4][7] Risk Considerations - Future profit sustainability is contingent on the recovery pace of end-user demand, with current downstream profits indicating that demand has not fully stabilized[7] - Potential risks include policy outcomes not meeting expectations, unexpected changes in the domestic economic landscape, and fluctuations in export dynamics[7]

证券代码：600882 证券简称：妙可蓝多 公告编号：2026-026 上海妙可蓝多食品科技股份有限公司 2025 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》的相关要求，上海妙可蓝多食品科技股份有限公司（以下简称 "公司"）现将2025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 （一）产品类别 注：上表中总计数与各行分项数据直接相加之和的尾数差异，系因四舍五入所致。 （二）销售渠道 注：上表中总计数与各行分项数据直接相加之和的尾数差异，系因四舍五入所致。 1 单位：万元 币种：人民币 渠道 1-12月营业收入 10-12月营业收入 经销 394,489.11 104,991.49 直营 103,527.92 35,407.38 贸易 62,328.77 26,327.48 总计 560,345.80 166,726.34 （三）地区分布 单位：万元 币种：人民币 | 产品类别 ...

2025 年度主要经营数据公告 证券代码：603317 证券简称：天味食品 公告编号：2026-013 四川天味食品集团股份有限公司 单位：人民币万元 | 区域 | 年度 2025 | 年度 2024 | 同比变动（%） | | --- | --- | --- | --- | | 东部区域 | 91,224.60 | 69,802.07 | 30.69 | | 南部区域 | 36,829.46 | 33,871.95 | 8.73 | | 西部区域 | 115,555.32 | 126,554.99 | -8.69 | | 北部区域 | 24,834.37 | 26,297.07 | -5.56 | | 中部区域 | 75,844.57 | 90,497.82 | -16.19 | | 小计 | 344,288.32 | 347,023.90 | -0.79 | 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《上市公司行业信息披露指引第十四号——食品制造》的相 关规定，现将四川天味食品集团股份有限公司 20 ...

证券代码：600299 证券简称：安迪苏 公告编号：2026-014 蓝星安迪苏股份有限公司 按区域划分： 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。 蓝星安迪苏股份有限公司（以下简称"公司"）根据上海证券交易所发布的 《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》的要求，现将公司 2025 年年度主要经营数据披露如下： 一、 2025 年年度主要经营数据 按产品类别： 单位：元 币种：人民币 | | 营业收入 | | | | --- | --- | --- | --- | | 分产品 | 年 2025 | 年 2024 | 同比变动 (%) | | 功能性产品 | 12,914,424,551 | 11,621,589,178 | 11.12 | | 特种产品 | 4,316,267,521 | 3,912,685,819 | 10.31 | | 合计 | 17,230,692,072 | 15,534,274,997 | 10.92 | 按销售渠道： 单位：元 币种：人民币 | ...

Core Insights - The overall enterprise resumption rate in the city reached 75% by the ninth day of the Lunar New Year, indicating a faster recovery pace compared to the previous year [1] - Continuous production enterprises, including Sop Group and others in the chemical, electrical, paper, steel, and food manufacturing sectors, maintained operations during the holiday period [1] - Industrial sales from January 1 to February 23 increased by 9.1% year-on-year, with expectations for the resumption rate to reach 90.6% by the tenth day of the Lunar New Year, up 1.5 percentage points from last year [2] Group 1 - Sop Group reported full resumption of operations with over 2,000 employees on-site, focusing on meeting delivery deadlines for international orders [1] - Continuous production enterprises in the city remained stable in number compared to last year, with an increase in electrical companies operating continuously during the holiday [1] - Zhongdian Electric, driven by overseas orders, resumed half of its production capacity by the fourth day of the Lunar New Year, with an order backlog of 800 million [2] Group 2 - The city’s industrial system is committed to enhancing support for enterprises, conducting visits to help alleviate difficulties and boost confidence [2] - Key project construction and investment expansion are prioritized, along with activities to connect supply and demand in key industrial chains [2] - Companies like Daqian Transformer expect a 20% growth in the first quarter, emphasizing a proactive approach to securing market share [2]