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调研速递|天津桂发祥接受投资者调研 聚焦发展规划与市场拓展要点
Xin Lang Cai Jing· 2025-09-11 11:22
Core Viewpoint - The company is focusing on long-term development and transformation from a traditional food manufacturer to a modern research, production, and sales platform, while addressing investor concerns about cash reserves and expansion plans [2] Group 1: Diversification and Investment Strategy - The company emphasizes internal investments and seeks quality targets for mergers and acquisitions that align with its core business needs to enhance competitiveness and risk resilience [2] - The goal is to transition from a "traditional food modern manufacturing enterprise" to a "traditional food modern research, production, and sales platform enterprise" [2] Group 2: Digital Transformation - The company has successfully implemented the SAP ERP management system in its airport subsidiary and is focusing on establishing an intelligent production data platform [3] - Key user training and data migration have been completed, with plans for refined monitoring and tracking of production plans in the second half of the year [3] Group 3: Sales Channel Development - Significant achievements in sales channel expansion include a 22% year-on-year revenue increase from e-commerce channels through live streaming and social media [4] - The company has opened five new direct sales stores in key locations and established a subsidiary in Hebei for market expansion [4] - An overseas division has been created to develop export business, with the sub-brand Wang Ji Mahua obtaining HALAL certification [4] Group 4: Marketing Strategies - The company is preparing for major marketing events such as the National Day and Mid-Autumn Festival, launching special products and promotional activities [5] - Brand promotion efforts are integrated with local tourism and consumer hotspots, utilizing both online and offline channels for marketing [5] Group 5: Product Innovation and Market Expansion - The company is committed to product innovation while addressing concerns about high sugar and oil content, focusing on integrating traditional techniques with new food elements [6] - Plans to expand the market through direct brand stores and a combination of e-commerce and distribution are in place, with significant growth in e-commerce business [6] - New mooncake products and gift boxes have been launched, receiving positive consumer feedback [6]
桂发祥(002820) - 002820桂发祥投资者关系管理信息20250911
2025-09-11 10:22
Group 1: Company Strategy and Development - The company aims to transform from a "traditional food manufacturer" to a "modern R&D, production, and sales platform" [1] - Focus on expanding market coverage and enhancing management efficiency through digital transformation [1] - Emphasis on core positioning in "Chinese traditional specialty foods" while pursuing high-quality development [2] Group 2: Financial Management and Investor Relations - The company maintains a strong cash position and prioritizes internal investments while exploring quality acquisition opportunities [2] - Commitment to continuous cash dividends and utilizing buybacks and other market management tools to reward investors [5] - Management is dedicated to maximizing company and shareholder value [7] Group 3: Digital Transformation and Sales Channels - Implementation of SAP ERP management system and establishment of an intelligent production data platform [3] - E-commerce channels have seen a 22% year-on-year revenue increase, with new direct stores opened in key locations [3] - Plans to enhance e-commerce competitiveness and expand sales through a combination of direct stores and online platforms [6] Group 4: Product Innovation and Marketing Strategies - Introduction of new product lines, including a series of mooncake gift boxes for the upcoming festivals [5] - Development of a series of products themed around local culture to boost brand recognition during major events [5] - Continuous innovation in traditional products to meet diverse consumer needs [6]
天津桂发祥十八街麻花食品股份有限公司关于参加天津辖区上市公司2025年投资者网上集体接待日暨半年报业绩说明会的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002820 证券简称:桂发祥 公告编号:2025-028 天津桂发祥十八街麻花食品股份有限公司 关于参加天津辖区上市公司2025年投资者网上集体 接待日暨半年报业绩说明会的公告 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。 为进一步加强与投资者的互动交流,天津桂发祥十八街麻花食品股份有限公司(以下简称公司)将参加 由天津证监局指导、天津上市公司协会与深圳市全景网络有限公司联合举办的"天津辖区上市公司2025 年投资者网上集体接待日暨半年报业绩说明会"活动,现将相关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登录"全景路演"网站(http://rs.p5w.net),或关注微信 公众号:全景财经,或下载全景路演APP,参与本次互动交流,活动时间为2025年9月11日(周四) 15:00-17:00。 届时公司董事长李路先生、财务总监郭爽女士、董事会秘书黄靓雅女士将在线就公司2025半年度业绩、 公司治理、发展战略、经营状况等投资者关心的问题,与投资者进行沟通与交流,欢迎广大投资者踊跃 ...
桂发祥(002820)8月13日主力资金净流入1814.76万元
Sou Hu Cai Jing· 2025-08-13 09:50
天眼查商业履历信息显示,天津桂发祥十八街麻花食品股份有限公司,成立于1994年,位于天津市,是 一家以从事食品制造业为主的企业。企业注册资本20086.8295万人民币,实缴资本20086.8295万人民 币。公司法定代表人为李路。 通过天眼查大数据分析,天津桂发祥十八街麻花食品股份有限公司共对外投资了12家企业,参与招投标 项目13次,知识产权方面有商标信息153条,专利信息98条,此外企业还拥有行政许可19个。 来源:金融界 金融界消息 截至2025年8月13日收盘,桂发祥(002820)报收于15.05元,上涨10.01%,换手率 26.14%,成交量52.51万手,成交金额7.75亿元。 资金流向方面,今日主力资金净流入1814.76万元,占比成交额2.34%。其中,超大单净流入4603.74万 元、占成交额5.94%,大单净流出2788.97万元、占成交额3.6%,中单净流出流出4594.82万元、占成交 额5.93%,小单净流入2780.05万元、占成交额3.58%。 桂发祥最新一期业绩显示,截至2025中报,公司营业总收入2.49亿元、同比减少7.03%,归属净利润 391.97万元,同比减少1 ...
天津桂发祥十八街麻花食品股份有限公司股票交易异常波动公告
Core Viewpoint - The stock of Tianjin Guifaxiang Eighteen Street Mahua Food Co., Ltd. has experienced abnormal trading fluctuations, with a cumulative closing price increase exceeding 20% over three consecutive trading days [2]. Group 1: Stock Trading Abnormalities - The company's stock (abbreviated as Guifaxiang, stock code: 002820) has shown a significant price deviation, qualifying as an abnormal trading situation according to Shenzhen Stock Exchange regulations [2]. - The company has conducted a self-examination and confirmed that there are no corrections or supplements needed for previously disclosed information [3]. Group 2: Operational Status - The company's recent production and operations are normal, with no significant changes in the internal or external operating environment [4]. - There are no undisclosed major matters related to the company by the controlling shareholder or actual controller during the period of stock trading fluctuations [4][6]. Group 3: Disclosure Compliance - The board of directors confirms that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange listing rules [7]. - The company has not violated information fair disclosure regulations during its self-examination [8]. Group 4: Investor Communication - The company has released its 2025 semi-annual report on August 9, 2025, and encourages investors to review it while being mindful of investment risks [8]. - The board emphasizes that the designated media for information disclosure includes several major financial newspapers and platforms, urging investors to rely on the information published therein [8].
桂发祥罕见涨停,半年亏损392万
Guo Ji Jin Rong Bao· 2025-08-11 14:32
8月11日,休闲食品概念震荡拉升,桂发祥(002820.SZ)罕见涨停,报收12.44元,总市值24.99亿元。 该公司被认定为"中华老字号"企业,主打的产品"十八街麻花"是天津特色代表产品之一。 消息面上,近日桂发祥最大动态是发布了半年报,但期内业绩承压,营收、利润双双下滑。 上半年,受目标消费群体需求和购买力双降的影响,公司营收2.49亿元,同比下降7.03%;销量下降、产量降低导致分摊的固定制造费用提升、单位成本增 加,整体毛利率也从上年同期的45.31%降至44.09%。 (文章来源:国际金融报) 拉长时间线可见,其近十年中期出现亏损还是在疫情严重的2020年和2022年。 与此同时,桂发祥还加大了费用投放力度。上半年,公司加快拓展全国市场,电商渠道收入增长,但相应的运营服务费、推广费等同比大幅增长;旅游景 区、交通枢纽及大型展会的广告投入同比增加;购置及新建办公楼折旧费用、信息化系统服务费及摊销等费用同比增长。多重因素下,当期桂发祥销售费用 达8217万元,同比增长10.82%;管理费用2852万元,同比增长25.27%。 但增加的费用没有换来收入增长,反而进一步吞噬利润。上半年,桂发祥归母净利润- ...
漫评:魅力津门绘就“和合共生”多彩画卷
Huan Qiu Wang· 2025-08-10 09:58
Core Viewpoint - The article emphasizes the cultural richness and openness of Tianjin, showcasing its unique blend of traditional and modern elements, and highlighting the city's commitment to the concept of "harmony and coexistence" in its development and cultural expression [3][4]. Group 1: Cultural Heritage - Tianjin's cultural roots are deeply intertwined with the concept of harmony, as evidenced by its historical significance as a confluence of southern and northern cultural influences [3]. - The city preserves traditional crafts, such as the vivid clay figurines and woodblock prints, which reflect the local customs and heritage [3]. Group 2: Modern Development - Tianjin's architectural landscape features a mix of classical and modern styles, symbolizing the city's growth and prosperity over the years [3]. - The city is characterized by its open and inclusive attitude, which fosters continuous development and innovation [3][4]. Group 3: Global Connectivity - Tianjin Port serves as a crucial logistics hub, facilitating the flow of goods and cultural exchange between different regions [4]. - The city embodies the spirit of "harmony and coexistence" through its engagement in global trade and cultural dialogue, promoting mutual understanding and collaboration [4].
何以中国|漫评:魅力津门绘就“和合共生”多彩画卷
Huan Qiu Wang· 2025-08-10 09:18
Group 1 - The core theme of the article is the "Hehe Gongseng" concept, which emphasizes harmony and coexistence in culture and development, particularly in the context of Tianjin's unique cultural heritage and modern openness [3][4] - Tianjin's historical roots are highlighted, showcasing its ability to blend southern elegance with northern boldness, creating a unique cultural atmosphere that reflects the city's rich history [3] - The article describes Tianjin's modern landscape, where traditional architecture coexists with contemporary designs, symbolizing the city's growth and vitality [3] Group 2 - Tianjin serves as a global logistics hub, facilitating trade and cultural exchange, which reinforces its role as a bridge for mutual understanding and cooperation among different civilizations [4] - The narrative of Tianjin illustrates the practical application of the "Hehe Gongseng" philosophy, rooted in traditional culture while embracing openness and collaborative development [4] - The future of Tianjin is portrayed as increasingly rich and vibrant, promising to continue the legacy of "Hehe Gongseng" through ongoing cultural and economic evolution [4]
桂发祥: 半年报董事会决议公告
Zheng Quan Zhi Xing· 2025-08-08 16:23
Group 1 - The board meeting of Tianjin Guifaxiang Eighteenth Street Mahua Food Co., Ltd. was held on August 8, 2025, with all 9 directors present, including 3 participating via remote voting [1][2] - The board unanimously approved the resolutions with a voting result of 9 votes in favor, 0 abstentions, and 0 votes against [1][2] - The audit committee of the board reviewed and approved the agenda items, confirming no guarantees were provided to any entities or individuals during the reporting period, with actual guarantee amounts being 0 [2]
天津桂发祥十八街麻花食品股份有限公司2024年度权益分派实施公告
Core Viewpoint - The announcement details the implementation of the 2024 profit distribution plan for Tianjin Guifaxiang Eighteenth Street Mahua Food Co., Ltd, which includes a cash dividend distribution to shareholders based on the company's total share capital after excluding repurchased shares [1][2]. Group 1: Profit Distribution Plan - The total share capital of the company is 200,868,295 shares, with 5,525,200 shares held in a repurchase account that do not participate in profit distribution [1]. - The profit distribution plan approved at the 2024 annual general meeting involves a cash dividend of RMB 1.50 per 10 shares (including tax), totaling RMB 29,301,464.25 (including tax) to be distributed among 195,343,095 shares [1][2]. - The cash dividend per share, after accounting for the total share capital, is calculated to be RMB 1.458740 (including tax) [1][6]. Group 2: Dividend Payment Details - The record date for the dividend distribution is set for June 12, 2025, and the ex-dividend date is June 13, 2025 [3]. - The cash dividends will be directly credited to the accounts of shareholders through their custodial securities companies on the ex-dividend date [5]. - Different tax rates apply for various categories of shareholders, with specific provisions for foreign institutional investors and individual shareholders based on their holding periods [2][3]. Group 3: Ex-Dividend Price Calculation - The ex-dividend price will be adjusted based on the closing price on the record date minus the cash dividend per share of RMB 0.1458740 [6]. - The total cash dividend amount is derived from the participating share capital multiplied by the distribution ratio, confirming the total of RMB 29,301,464.25 [6].