万洲国际有限公司是一家主要从事猪肉业务的投资控股公司。该公司通过三个分部运营业务。肉制品分 部从事低温肉制品及高温肉制品生产、批发及商业零售业务。猪肉分部从事屠宰生猪、生鲜猪肉及冷冻 猪肉的批发及商业零售和生猪养殖业务。其他分部从事家禽屠宰及销售。该分部还从事销售配套产品及 服务，如提供物流服务、生产调味料和天然肠衣、制造及销售包装材料、经营财务公司、地产公司及食 品零售连锁店、销售生物医疗材料、肉类相关产品贸易等。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，1月19日南向资金减持197.1万股万洲国际（00288.HK）。近5个交易日中，获南向资金 减持的有2天，累计净减持29.91万股。近20个交易日中，获南向资金增持的有17天，累计净增持1.32亿 股。截至目前，南向资金持有万洲国际（00288.HK）7.87亿股，占公司已发行普通股的6.12%。 ...

Core Viewpoint - The continuous improvement of the cold chain logistics system will significantly benefit the rapid development of the fresh and low-temperature meat products industry, and the company aims to seize this opportunity to enhance its product offerings [1] Group 1: Company Strategy - The company plans to focus on the development of precision-cut fresh meat products and nutritious, balanced, and delicious low-temperature meat products to meet consumer demand [1] - The company emphasizes the importance of product research and development upgrades to continuously innovate and enrich its product matrix [1] - The company aims to consistently create enjoyable meat culinary experiences for consumers [1]

Core Viewpoint - The article discusses the transformation journey of the meat product giant Delisi (002330.SZ), highlighting its recent exit from the joint venture with Ding Delisi Sauce Industry, which reflects the company's strategic reassessment in the pre-made food sector [2][10]. Group 1: Company Actions and Changes - Delisi exited its approximately three-year investment in the joint venture Ding Delisi Sauce Industry on the same day the company removed "pre-made food" from its name, indicating a potential shift in strategy [2][10]. - Delisi initially invested 2.5 million yuan for a 25% stake in Ding Delisi Sauce Industry in September 2022, aiming to expand its market presence in the southwest and enhance its competitiveness in pre-made food [3][5]. - The company reported that the investment in Ding Delisi Sauce Industry did not positively impact its operating profits, with losses recorded under equity method accounting [7][9]. Group 2: Financial Performance - Delisi has faced financial difficulties, reporting net losses of 33.997 million yuan and 33.672 million yuan for 2023 and 2024, respectively, with a consistent loss of around 34 million yuan [8]. - Despite a 14.95% year-on-year revenue growth, the net profit for the first three quarters of the year was only 5.4038 million yuan, reflecting an 18.50% decline compared to the previous year [8]. - The company's core business of chilled and frozen meat saw a revenue decline of 1.25% in the first half of the year, with a significant drop of 10.51% in the previous year [15]. Group 3: Strategic Initiatives - Delisi has been exploring various strategies to address its profitability challenges, including partnerships with other companies for product supply and market expansion [16]. - The company announced plans to transfer 11% of its subsidiary's equity to introduce external shareholders, aiming to leverage the capabilities of its new partner in the high-end beef processing and pre-made food sectors [17][18]. - Delisi has also appointed a new vice president with extensive experience in the fast-moving consumer goods and food industries to bring fresh perspectives to its operations [18].

Core Insights - Southbound funds increased their holdings in WH Group Limited (00288.HK) by 19.44 million shares on December 18, indicating strong investor interest [1] - Over the past five trading days, there has been a cumulative net increase of 108 million shares, with southbound funds increasing their holdings on 5 out of those 5 days [1] - In the last 20 trading days, there has been a cumulative net increase of 125 million shares, with southbound funds increasing their holdings on 15 out of those 20 days [1] - Currently, southbound funds hold 748 million shares of WH Group, representing 5.82% of the company's total issued ordinary shares [1] Company Overview - WH Group Limited primarily engages in the pork business and operates through three segments [1] - The meat products segment is involved in the production, wholesale, and retail of both chilled and frozen meat products [1] - The pork segment focuses on the slaughtering of live pigs, wholesale and retail of fresh and frozen pork, and pig farming [1] - The other segment is engaged in poultry slaughtering and sales, as well as providing related products and services, including logistics, seasoning production, and packaging materials [1]

与万翔网商合作，进一步丰富了得利斯的渠道矩阵。通过万翔网商的企业采购平台，得利斯的产品有望 快速进入福建本地企事业单位的采购清单，开辟B端增量市场。同时，得利斯在天猫、京东等主流平台 的官方旗舰店可与万翔网商的区域性渠道形成有效协同，全面提升品牌在福建市场的整体渗透率与影响 力。 此次合作对得利斯深入拓展东南沿海市场也具有重要意义。福建地区经济活跃、消费力强，对高品质预 制菜和肉制品的需求较高，是得利斯全国化布局中不可或缺的一环。通过与万翔网商合作，得利斯能够 以较低成本快速接入区域性成熟渠道，高效触达本地企业和消费者，迅速建立市场存在感，也为后续可 能的产能协同或更深层次的区域市场运营奠定坚实基础。此外，新市场的持续开拓，也将为公司业绩增 长注入新的动力。(齐和宁) 作为国内首批农业产业化龙头企业，得利斯深耕食品加工行业四十余年，在低温肉制品、预制菜等领域 有着深厚的研发、生产底蕴以及市场服务能力。公司品牌被商务部认定为"中国最具市场竞争力品牌"。 依托持续的产品创新与品质保障，公司已成长为行业内具有较强影响力、产品品类齐全的规模化食品加 工企业，位列2025年中国预制菜企业百强榜第六名。 万翔网商是大型国 ...

Core Viewpoint - The news highlights the significant role of Delisi Group in promoting high-quality development of the private economy in Weifang, showcasing its comprehensive industrial chain and social responsibility initiatives [1]. Group Overview - Delisi Group has been rooted in Weifang for 41 years, evolving into a large food enterprise covering the entire industrial chain, including meat processing, grain and oil, feed processing, and biotechnology [1]. - The company employs over 6,500 people and operates 62 subsidiaries, 10 marketing centers, and over 200 offices, serving more than 30,000 terminal outlets nationwide [1]. Financial Performance - For the period from January to October this year, Delisi Group achieved a revenue of 13.7 billion yuan, representing a growth of 2.6%, and a profit of 460 million yuan, with a growth of 2.3% [1]. Employment and Social Responsibility - Delisi Group has significantly contributed to employment, adopting a "company + cooperative + farmer" model that has helped 200,000 farmers increase their income [1][2]. - The company emphasizes its social responsibility by actively participating in employment stabilization and expansion, aligning with its philosophy of benefiting and giving back to the community [1]. Industry Development Strategy - The company plans to strengthen its existing breeding bases and meat processing capabilities while expanding into high-value areas such as prepared dishes and central kitchens, creating a synergistic effect between the industrial chain and employment [2]. - Delisi Group is committed to optimizing its regional layout by integrating into Weifang's industrial development plans and enhancing sales centers and supporting facilities in 12 counties and towns [4]. Entrepreneurial Support - The company encourages entrepreneurship among employees and external partners by leveraging its brand and supply chain advantages, resulting in the establishment of over 30,000 terminal outlets and the creation of more than 50,000 jobs [4]. - Future plans include strengthening store guidance and skills training to further promote entrepreneurship and job creation [4]. Vision for Future Growth - Delisi Group aims to become a globally leading food enterprise by leveraging technology, product innovation, and brand strength, contributing to the better development of Weifang [4].

Core Viewpoint - Yurun Group announced its commitment to fully sourcing cage-free eggs and meat chickens in its global factories by 2035 or earlier, reflecting its dedication to sustainable food procurement and responding to growing consumer demand for health and ethical consumption [3][8]. Group 1: Commitment to Sustainable Practices - Yurun Food's decision to transition to cage-free sourcing is a key milestone in its corporate social responsibility and sustainability strategy, aiming to provide safer and healthier product choices for consumers [3][8]. - The initiative is expected to inspire more companies to join the sustainable development movement, enhancing the reputation of Chinese enterprises in the global market [3][10]. Group 2: Benefits of Cage-Free Farming - Cage-free eggs allow hens to roam indoors or outdoors, improving animal welfare and enhancing the nutritional quality of eggs while significantly reducing food safety risks, with studies showing a 25-fold lower probability of Salmonella contamination compared to caged farms [5][8]. - Cage-free meat chickens also benefit from increased space and natural behaviors, leading to better health and higher quality meat, aligning with consumer preferences for humane treatment of animals [5][10]. Group 3: Company Overview - Yurun Group is a diversified enterprise encompassing seven industries, including food, real estate, and logistics, with its food division ranked 112th among China's top 500 companies and 8th among private enterprises [10][11]. - The company operates a comprehensive food safety chain from source to end, offering a wide range of products, including fresh and frozen meats, and has established several well-known brands [10][11]. Group 4: Research and Development Leadership - Yurun Group leads the industry in research and development, being the first domestic food company to establish multiple key laboratories and research centers focused on meat processing and quality control [11]. - The company has undertaken over 40 significant national and provincial research projects, contributing to advancements in food safety and processing technologies [11].

Core Viewpoint - Southbound funds increased their holdings in WH Group Limited (00288.HK) by 3,500 shares on November 26, 2025, indicating a slight positive sentiment towards the company despite some recent fluctuations in holdings [1]. Summary by Sections Southbound Fund Activity - In the last five trading days, there were two days of net reductions in holdings, totaling 1.726 million shares [1]. - Over the past 20 trading days, southbound funds increased their holdings on 15 days, with a total net increase of 47.9739 million shares [1]. - As of now, southbound funds hold 619 million shares of WH Group, accounting for 4.82% of the company's total issued ordinary shares [1]. Shareholding Changes - On November 26, 2025, the total number of shares held was 619 million, with a change of 3,500 shares, reflecting a 0.00% change [2]. - On November 25, 2025, there was an increase of 329,000 shares, a 0.05% change [2]. - On November 24, 2025, there was a decrease of 2.225 million shares, a -0.36% change [2]. - On November 21, 2025, a decrease of 1.0305 million shares was recorded, a -0.17% change [2]. - On November 20, 2025, an increase of 1.197 million shares was noted, a 0.19% change [2]. Company Overview - WH Group Limited primarily engages in the pork business and operates through three segments: meat products, pork, and others [2]. - The meat products segment involves the production, wholesale, and retail of both chilled and frozen meat products [2]. - The pork segment includes the slaughtering of live pigs, wholesale and retail of fresh and frozen pork, and pig farming [2]. - The other segment is involved in poultry slaughtering and sales, as well as providing related products and services, including logistics, seasoning production, and financial services [2].

Core Viewpoint - The stock of Delisi Foods has shown a mixed performance recently, with a year-to-date increase of 18.99% but a decline of 2.62% over the past five trading days, indicating volatility in its market performance [1][2]. Company Overview - Delisi Foods, established on June 20, 2003, and listed on January 6, 2010, is located in Zhucheng, Shandong Province. The company specializes in pig slaughtering, production, and sales of chilled and frozen meat, as well as low-temperature meat products [1]. - The main revenue sources for Delisi Foods include chilled and frozen meat (41.41%), beef trading (17.27%), beef series products (15.03%), low-temperature meat products (9.84%), and other categories [1]. Financial Performance - For the period from January to September 2025, Delisi Foods reported a revenue of 2.393 billion yuan, reflecting a year-on-year growth of 14.95%. However, the net profit attributable to shareholders decreased by 18.50% to 5.4038 million yuan [2]. - The company has distributed a total of 102 million yuan in dividends since its A-share listing, with 6.3538 million yuan distributed over the past three years [3]. Shareholder Information - As of November 20, 2025, Delisi Foods had 35,300 shareholders, a decrease of 12.01% from the previous period. The average number of circulating shares per shareholder increased by 13.66% to 18,010 shares [2]. - Among the top ten circulating shareholders, Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) is the sixth largest, holding 2.5105 million shares, an increase of 10,500 shares from the previous period [3].

Core Viewpoint - The stock of Jinzi Ham fell by 2.04% on November 7, 2023, with a current price of 6.23 CNY per share, reflecting a significant decline in recent trading days despite a year-to-date increase of 38.44% [1] Financial Performance - For the period from January to September 2025, Jinzi Ham reported a revenue of 222 million CNY, a year-on-year decrease of 13.97%, and a net profit attributable to shareholders of 22.01 million CNY, down 26.25% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 257 million CNY, with 80.1 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders increased by 41.57% to 46,200, while the average circulating shares per person decreased by 29.36% to 26,221 shares [2] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 25.51 million shares as a new shareholder [3] Stock Market Activity - On November 7, 2023, the stock experienced a trading volume of 51.26 million CNY, with a turnover rate of 0.67% and a total market capitalization of 7.542 billion CNY [1] - The stock has seen a decline of 5.46% over the last five trading days, 20.23% over the last 20 days, and 13.59% over the last 60 days [1] Business Overview - Jinzi Ham, established on November 15, 1994, and listed on December 3, 2010, specializes in the research, production, and sales of Jinhua ham and various fermented meat products [1] - The company's revenue composition includes 58.94% from ham, 24.82% from specialty meat products, 6.83% from cold chain services, 5.98% from branded meat, 1.82% from ham products, and 1.61% from other sources [1] Industry Classification - Jinzi Ham is classified under the food and beverage industry, specifically in the food processing and meat products sector [1] - The company is associated with several concept sectors, including WeChat concept, pork concept, Tencent concept, online marketing, and chip concept [1]