1月28日，好想你（002582）健康食品股份有限公司(以下简称"好想你")投资的湖南鸣鸣很忙商业连锁 股份有限公司(以下简称"鸣鸣很忙")正式在香港联合交易所主板挂牌上市，继蜜雪冰城股份有限公司之 后，好想你投资的又一家企业实现了上市。 在产品方面，好想你正在通过产品创新和技术升级来驱动增长，不断挖掘消费者对健康食品的新需求、 新场景，从传统红枣零食向休闲食品、健康食品延伸，丰富产品矩阵。2025年相继推出原枣、去核枣、 去皮去核枣、三蒸三制枣、黑金枣、新质红枣八宝茶、银耳小冻羹等系列新品。 有业内人士认为，好想你已从主要销售红枣的企业转型为"新消费领域的顶级天使投资机构"，投资并赋 能鸣鸣很忙等成长型企业，构建零食生态。 好想你董秘豆妍妍在接受《证券日报》记者采访时表示，鸣鸣很忙上市不仅给公司带来可观的投资回 报，而且随着鸣鸣很忙的市场拓展，将进一步带动公司市场渠道的拓展；同时，公司通过优化产品、管 理及渠道，实现了主营业务盈利能力的持续提升，当前，农历新年即将来到，公司产品产销两旺，全渠 道销售额同比攀升。 中国商业经济学会副会长宋向清在接受《证券日报》记者采访时表示，好想你的产品迭代策略展现了传 统食 ...

Core Insights - The company "好想你" has shown significant improvement in profitability, with a notable increase in third-quarter performance, achieving a revenue of 374 million yuan, a year-on-year growth of 3.51%, and a net profit of 15.13 million yuan, up 161.82% [1] - The gross profit margin increased to 27.14%, up 3.97 percentage points from the previous year, while the expense ratio decreased to 26.45%, down 2.83 percentage points [1] Financial Performance - Third-quarter revenue reached 374 million yuan, reflecting a 3.51% increase year-on-year [1] - Net profit attributable to shareholders was 15.13 million yuan, marking a 161.82% increase [1] - Gross profit margin improved to 27.14%, compared to 23.17% in the same period last year [1] - Expense ratio decreased to 26.45%, down from 29.28% year-on-year [1] Product Innovation - The company has launched several new products, including various types of dates and health food items, to meet emerging consumer demands [1] - Key technologies related to "red date black processing" and "medicinal food dual-purpose freeze-dried instant powder" have been validated by experts, supporting product innovation [1] Channel Development - The company is expanding its distribution channels by strengthening existing ones and embracing new ones, including partnerships with major supermarkets and online platforms [2] - Collaboration with high-potential supermarkets like Sam's Club and Yonghui has been deepened, while also optimizing online presence through major e-commerce platforms and social media [2] Supply Chain Management - The company is implementing a "three guarantees, one reduction, one innovation" strategy to optimize procurement and enhance production efficiency [2] - The supply chain management model has become a crucial support for the company's stable operations [2] Employee Engagement - The company plans to implement an employee stock ownership plan, allowing up to 189 employees to acquire up to 10 million shares, aligning the interests of the core team with the company's long-term value [2] Future Strategy - The company aims to enhance market competitiveness and promote high-quality development by focusing on brand building, technological innovation, product structure optimization, and market channel expansion [3]

Core Viewpoint - The company "Hao Xiang Ni" is exploring new paths for high-quality development in the red date industry, integrating cultural empowerment, technological assistance, and ecological co-construction to enhance the value and global influence of red dates [1][2][3] Group 1: Cultural Empowerment - The company has established the China Red Date Museum and regularly hosts events like the Red Date Harvest Festival, embedding red date culture into the entire industry chain from planting to sales [1] - The "Oriental Date Gift" product series has been showcased internationally, serving as a cultural ambassador for Chinese agricultural heritage [1] Group 2: Technological Innovation - The company has invested 440 million yuan in a freeze-drying production facility that utilizes vacuum dehydration technology to preserve over 95% of the nutritional content of red dates [2] - The company aims to improve its agricultural product processing ratio from the current 2.61:1 to a target of 3:1 to 4:1, indicating a focus on increasing added value [2] - Innovations include the development of functional products like black gold dates and eight-treasure tea, as well as the integration of IoT technology in digital planting bases for real-time monitoring [2] Group 3: Ecological Co-construction - The company promotes a "company + cooperative + farmer" model, enhancing red date quality and increasing farmers' incomes by over 30% [3] - The integration of planting, processing, and cultural tourism has transformed the red date harvest season into a regional cultural tourism IP, attracting hundreds of thousands of visitors annually [3] - The company's efforts reflect a broader shift in Chinese agriculture from quantity to quality, with cultural empowerment, technological innovation, and ecological co-construction becoming key strategies for branding agricultural products [3]

Core Insights - The company held a product launch and dealer conference themed "High Quality, High Value, Focused Business, Winning Future" on August 9, 2025, where it outlined its "Three Hundred Strategy" aimed at achieving a market value of 100 billion, revenue of 100 billion, and becoming a centennial enterprise [2] - The chairman emphasized a four-dimensional approach to modernizing the red date industry, focusing on "raw material traceability, technological empowerment, scenario innovation, and cultural output" [2] - The company introduced a "Red Date+" product matrix strategy targeting health-conscious consumers, particularly middle-aged men, working women, families, and business scenarios [2][3] Product Innovations - Four strategic new products were launched, including: - Black Gold Dates, designed for male sub-health groups, utilizing a patented process that ensures a low residual kernel rate and high dietary fiber content [3] - Glutinous Fragrant Dates, aimed at women for convenient nourishment, featuring zero pesticide residue and a unique small jar design [3] - Silver Ear Small Frozen Soup, targeting family breakfast needs with quick-dissolving technology [3] - New Quality Red Date Eight Treasure Tea, filling a gap in the business beverage market with natural potassium content and instant solubility [3] Strategic Direction - The company aims to establish itself as a "red date expert" and is focusing on a brand strategy that encompasses quality, technology, culture, responsibility, and youthfulness [3] - The chairman highlighted the goal of internationalizing the Chinese red date industry, emphasizing the importance of cultural and technological integration in driving industry value reconstruction [3]