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600429,三连板!火速澄清“奶皮子糖葫芦”概念
Di Yi Cai Jing Zi Xun· 2025-11-12 03:32
Core Viewpoint - The recent popularity of "milk skin candy hawthorn" has led to a significant surge in the stock price of Sanyuan Foods, despite the company denying any direct involvement with the trending product [2][3]. Group 1: Stock Performance - Sanyuan Foods' stock price experienced a "limit up" on November 11, following two consecutive trading days of price increases, outperforming other dairy stocks [2]. - Other dairy stocks also saw varying degrees of price increases during the same period [2]. Group 2: Product and Market Dynamics - The "milk skin candy hawthorn" has gained national attention, particularly this winter as hawthorn fruit becomes widely available, leading to a surge in demand for this seasonal treat [2]. - Traditional hawthorn candy prices range from 3 to 5 yuan per skewer, while the new milk skin variant is priced between 18 to 25 yuan, indicating a significant markup due to its popularity [2]. Group 3: Company Announcements and Financials - Sanyuan Foods announced on November 11 that it has no undisclosed significant matters or media reports that could impact its stock price, and the reasons for the stock price increase remain unclear [3]. - The company's third-quarter report indicated a revenue of 4.87 billion yuan, a year-on-year decrease of 10.1%, while net profit attributable to shareholders was 240 million yuan, reflecting a year-on-year increase of 124.8% [3].
600429三连板!火速澄清“奶皮子糖葫芦”概念
Di Yi Cai Jing· 2025-11-12 03:29
Core Viewpoint - The recent surge in the stock price of Sanyuan Foods (三元股份) is linked to the popularity of a new snack, "milk skin candied hawthorn," despite the company denying any involvement in this product [2][3]. Group 1: Stock Performance - Sanyuan Foods' stock price hit a "limit up" on November 11, following two consecutive trading days of price increases, outperforming other dairy stocks [2]. - The stock has shown significant gains, with other dairy stocks also experiencing varying degrees of increase during the same period [2]. Group 2: Company Announcements - On November 11, Sanyuan Foods announced that it had no undisclosed major matters or important information that could impact its stock price, and the reasons for the stock price increase remain unclear [3]. - The company’s third-quarter report indicated a revenue of 4.87 billion yuan, a year-on-year decrease of 10.1%, while net profit attributable to shareholders was 240 million yuan, reflecting a year-on-year increase of 124.8% [3]. Group 3: Market Context - The "milk skin candied hawthorn" snack has gained national popularity, particularly with the seasonal availability of hawthorn, leading to long queues at various stores [2]. - Traditional candied hawthorn prices range from 3 to 5 yuan per skewer, while the new product's price has surged to between 18 and 25 yuan per skewer, indicating strong market demand [2].
连续三天涨停!三元股份火速澄清“奶皮子糖葫芦”概念
Di Yi Cai Jing· 2025-11-12 03:20
网红奶皮子糖葫芦在今冬爆火,也在资本市场引发连锁反应,北京区域乳企三元股份(600429.SH)连 续涨停。 记者了解到,三元股份11日晚发布公告否认自身具有"奶皮子糖葫芦"热点概念。同时,其旗下销售奶酪 制品的三元梅园门店目前并未在销售奶皮子糖葫芦。 奶皮子糖葫芦带火乳业股? 记者注意到,常规糖葫芦价格大多在3元到5元一串,而加入奶皮子后产品身价暴涨,售价涨至18元到25 元/串不等,且热度可观。在社交平台上,不少网友晒出北京及外地糖葫芦门店前大排长龙的景象。 不过,记者今日从部分三元梅园门店了解到,该产品已停售一个月有余,主要因三元股份方面未供货, 具体原因不详。 11月11日晚,三元股份发布公告称,公司不存在应披露而未披露的重大事项或重要信息,也未发现对公 司股票交易价格可能产生重大影响的媒体报道、市场传闻、热点概念或重大事件。今日三元股份证代办 工作人员也表示,公司生产经营活动、市场环境等并未发生改变,股价上涨原因暂不清楚原因。 三季报显示,三元股份前三季度实现营业收入48.7亿元,同比减少10.1%;实现归母净利润2.4亿元,同 比增长124.8%。在新管理团队策略调整后,第三季度公司收入与净利润表 ...