| | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 业绩说明会 | | 类别 | □新闻发布会 路演活动 | | | ■现场参观 □其他 一、活动主题 | | | 深交所"踔厉奋发新征程 投教服务再出发"活动走进三全食品 | | | 二、参加人员 | | 参与单位名称及 | 田凤林；赵格妞；郭晓冬；王改英；李勉；王鑫；李晶晶；中鼎开源； | | 人员姓名 | 邵锦华；黄暄；马嘉俊；李建婷；吴谦；王宏强；刘志鹏；朱肖义；钱 | | | 立峰；范龙德；于乃旺；吴彦；周文明；刘雨航；陈羽佳；霍丛伟；陈 | | | 丝创；王斐；李天蕊；张晓枫；赵传林；李浩铭；吕明浩；宋冠宇；刘 | | | 振江；刘奕；贾庆；徐飞宇；王桂兰；周景红。 | | 时间 | 2025 年 11 月 11 日 15:00-16:00 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书：刘铮铮 | | 员姓名 | 证券事务代表：徐晓 1、公司经营情况的介绍。 | | | 答：公司始终专注主业，通过产品升级及创新驱动业绩改善。公司精准 | | | 把握消费趋势，跟随消费趋 ...

Group 1 - Nordic Aqua Partners (NOAP) secured 300 million RMB funding from two Chinese investment institutions for a 20% stake in its Ningbo subsidiary [1] - The funding will be used for the completion of Phase II and expansion of Phase III of the Ningbo project, increasing annual production capacity of Atlantic salmon from 8,000 tons to 20,000 tons, making it the largest land-based salmon farming project in China [1] - NOAP has reached a preliminary agreement with a banking syndicate led by Bank of China Ningbo Branch for a financing scale of up to 70 million euros to support the Phase III expansion [1] Group 2 - Guangdong Baili Food Co., Ltd. has passed the guidance acceptance for its IPO application, moving closer to listing [3] - Gaode, a subsidiary of Alibaba, announced a waiver of the annual entry fee for all catering businesses for one year, along with various support services [3] - The "Healthy China Salt Reduction Cooking Action" was launched with support from the China Nutrition Society and the introduction of a family salt reduction recipe by the brand Jia Le [4] Group 3 - Wens Foodstuff Group has clarified its plans for the overseas development of its poultry business, organizing a dedicated team to implement these plans [5] - Haitian Flavoring and Food Co., Ltd. received an upgrade to an A-level ESG rating from MSCI, reflecting its commitment to sustainable development practices [5] - Chongqing Muge Biotechnology Co., Ltd. launched new strategic products at the 2025 China Hot Pot Industry Conference, including innovative flavor bases and dry fresh beef oil [5] Group 4 - Sanquan Foods introduced a new product, "Osmanthus Wine Glutinous Rice Cake," which features a unique blend of ingredients and is available for purchase online [5] - Hongjin Foods launched a new crispy bone-stuffed fish cake, designed for convenience and versatility in cooking methods [5] - Poultry product prices have seen significant increases, with some items rising by 100-500 RMB per ton as the holiday season approaches [5] Group 5 - The Argentine government announced a temporary zero tariff on beef and poultry exports until October 31, 2025, with China being a major market for Argentine beef, accounting for 69.7% of total exports [5] - In Northeast China, new corn prices have sharply declined, particularly in Heilongjiang, while prices in Shandong have increased due to reduced supply [5] - CITIC Securities is optimistic about the growth of domestic dairy product deep processing categories, predicting a significant increase in production capacity and demand [5]

Group 1 - The core issue is a supply crisis of lemons affecting the flagship product, lemon water, of the company Mixue Ice City [1][7] - The shortage of lemons has been reported in multiple cities including Zhengzhou, Shanghai, and Changsha [2] - The internal discussions regarding the lemon supply issue began as early as May this year [4] Group 2 - Climate change has led to significant fluctuations in lemon production, with major production areas like Sichuan experiencing a reduction of 30%-60% due to adverse weather conditions [5] - The wholesale price of lemons has surged to 14.98 yuan per kilogram, nearly double the price of 7.87 yuan per kilogram from the previous year [6] - The demand for lemons has increased by 200% due to rising summer temperatures, further exacerbating the supply issue [5] Group 3 - The lemon shortage is expected to persist due to limited domestic production areas [8] - The company remains optimistic about overcoming the lemon water crisis, with expectations of imported lemons arriving soon [9] - Some leading tea brands are considering using concentrated lemon juice as a substitute during the supply crisis [10][11]