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供应链上市公司“花样整活”,用产品回馈股东成潮流
Sou Hu Cai Jing· 2025-12-05 17:02
Group 1 - Qianwei Central Kitchen announced a shareholder gift plan, offering frozen product gift packages worth 200 yuan to shareholders holding 100 shares or more, clarifying that this is a seasonal reward and not a stock clearance effort [3][4] - Former Wahaha Group executive Pan Jiajie has joined Guming as Senior Vice President of Supply Chain, focusing on new business incubation, which is expected to enhance the company's supply chain and production management [3][4] - Country Garden Services has formed a strategic partnership with Mengniu Group to collaborate on various dairy products, aiming to reduce delivery costs and improve service efficiency in community logistics [6][7] Group 2 - Lu Hua Group signed a strategic cooperation agreement with NetEase Yanxuan to leverage each other's strengths in channel capabilities and product quality to expand online market reach [6][7] - Zilin Vinegar's main products have received EU organic certification, allowing them to use the EU organic logo and access the EU market [6] - COFCO Technology plans to invest 880 million yuan to build a new starch sugar project in Pingliang, with a capacity of 250,000 tons per year, aiming to fill a gap in the northwest region [6][7] Group 3 - Gai Shi Food launched a new black gold gift box featuring rare seafood, inspired by "Seven Swords Descend from the Sky," targeting various gifting scenarios [7] - Jiangzhong Shiliao introduced a new series of vegetarian noodles, emphasizing high protein and low fat, suitable for health-conscious consumers [7] - The market has seen a rise in discussions around "hormone eggs," with misinformation spreading about their characteristics, highlighting the public's concern for food safety [10][11] Group 4 - Chilean cherry exporters have officially launched the 2025/26 cherry season in China, with over 546,000 tons imported in the previous season, amounting to approximately 3.3 billion USD [12] - Beijing's government has proposed to enhance the modern logistics system, focusing on food safety in key sectors and promoting cold chain logistics for fresh food [12]
上市以来首次未进行现金分红!“油条第一股”送股东油条,千味央厨称不是为去库存
Sou Hu Cai Jing· 2025-12-03 01:37
Core Viewpoint - The company, Qianwei Yangchu (千味央厨), is conducting a shareholder reward activity from December 2 to December 16, offering gift packages valued at 200 yuan to shareholders holding 100 shares or more, which includes products like fried dough sticks and egg tarts [1][3][10] Group 1: Shareholder Reward Activity - The company announced a shareholder reward activity to express gratitude for long-term support, allowing individual shareholders to claim one gift package and institutional shareholders to claim three [1][5] - The total estimated value of the gift packages is approximately 1.9 million yuan, with a maximum of 9,409 packages to be distributed based on the number of shareholders [5][10] - This is the first time the company has conducted a product giveaway as a form of dividend since its listing, having previously issued cash dividends annually [9][10] Group 2: Financial Performance and Context - The company reported a net profit decline of 32.57% to 83.69 million yuan in 2024, with a revenue increase of 1.00% to 1.378 billion yuan in the first three quarters of the year [12] - Despite the increase in revenue, the net profit has been under pressure, and the company has not issued cash dividends this year, leading to speculation about the purpose of the product giveaway [10][12] - The company clarified that the products offered are fresh and comply with national quality standards, denying any intention to clear inventory through this giveaway [11][12]