点击蓝字关注我们 长江商报记者 黄聪 安记食品（603696.SH）实控人又减持了。 10月17日，安记食品发布公告，公司控股股东、实际控制人、董事长林肖芳完成减持，此轮通过大宗交易方式共计减持468.88万股，套现5059.24万元，本 次减持计划实施完毕。 10月17日，安记食品发布公告，公司控股股东、实际控制人、董事长林肖芳完成减持，此轮通过大宗交易方式共计减持468.88万股，套现5059.24万元，本 次减持计划实施完毕。 长江商报记者发现，此前，林肖芳及其一致行动人频繁减持安记食品股票，加上最新减持，累计套现1.65亿元。林肖芳减持价格为10.79元/股，安记食品 当日收盘价为12.02元/股，其减持折价10.23%。 不仅如此，长江商报记者发现，安记食品2015年上市以来，公司10年净利润累计约为4亿元，累计分红11次，分红总金额为4.56亿元。 林肖芳持股比例降至45.7% 安记食品自成立以来，一直专注于调味品的研发、生产和销售。公司调味品类主要产品包括排骨味调料、海鲜味调料、骨汤味调料、牛肉味调料、鸡鲜味 调料、餐饮菜式调料等六大类产品。 值得注意的是，林肖芳减持价格为10.79元/股，安记 ...

长江商报消息 ●长江商报记者 黄聪 安记食品（603696.SH）实控人又减持了。 10月17日，安记食品发布公告，公司控股股东、实际控制人、董事长林肖芳完成减持，此轮通过大宗交 易方式共计减持468.88万股，套现5059.24万元，本次减持计划实施完毕。 值得注意的是，林肖芳减持价格为10.79元/股，安记食品当日收盘价为12.02元/股，其减持折价 10.23%。 公告显示，本次权益变动后，林肖芳持有安记食品股份从1.12亿股减少至1.07亿股，持有公司股份比例 由47.69%下降至45.70%，与一致行动人东方联合国际投资（香港）有限公司合计持有公司股份比例由 62.69%下降至60.70%，权益变动触及1%的整数倍。 长江商报记者发现，此前林肖芳及其一致行动人已连续4年减持安记食品股票套现。 10月17日，安记食品发布公告，公司控股股东、实际控制人、董事长林肖芳完成减持，此轮通过大宗交 易方式共计减持468.88万股，套现5059.24万元，本次减持计划实施完毕。 长江商报记者发现，此前，林肖芳及其一致行动人频繁减持安记食品股票，加上最新减持，累计套现 1.65亿元。林肖芳减持价格为10.79元/股 ...

Group 1 - The controlling shareholder and actual controller of Anji Food, Lin Xiaofang, plans to reduce his stake by up to 4.704 million shares, accounting for 2% of the company's total share capital, due to personal funding needs [1] - Lin Xiaofang holds 112,176,435 shares, representing 47.69% of Anji Food, while his concerted action partner, Oriental United International Investment (Hong Kong) Co., Ltd., holds 35.28 million shares, or 15% [2] - Anji Food is a seasoning company with main products including various flavor seasonings for ribs, seafood, bone broth, beef, chicken, and restaurant dishes [2] Group 2 - For the first half of 2025, Anji Food expects to achieve a net profit attributable to shareholders of 13.3053 million to 14.3053 million yuan, an increase of 4.6104 million to 5.6104 million yuan compared to the same period last year, representing a year-on-year growth of 53.02% to 64.52% [2] - The increase in profit is primarily attributed to the overall recovery of the securities market, leading to higher investment income and fair value changes from financial assets held by Anji Food [2] - However, the company's net profit after deducting non-recurring items is expected to be between 9.9508 million and 10.9508 million yuan, reflecting a year-on-year decrease of 14.89% to 22.66% [3] Group 3 - As of July 29, Anji Food's stock closed at 10.86 yuan per share, down 0.91%, with a total market capitalization of 2.554 billion yuan [4]

Core Viewpoint - Anji Food's expected net profit for the first half of 2025 is projected to increase by over 50% year-on-year, while its non-recurring net profit is expected to decrease by over 10% [1][2]. Financial Performance - The company anticipates a net profit of between 13.31 million and 14.31 million yuan for the first half of 2025, representing a year-on-year increase of 53.02% to 64.52% [2]. - The expected non-recurring net profit is projected to be between 9.95 million and 10.95 million yuan, indicating a year-on-year decrease of 14.89% to 22.66% [2]. - Despite a decline in operating income and non-recurring net profit, the net profit is expected to grow significantly due to increased financial asset investment income and fair value changes influenced by a recovering stock market [2][3]. Business Segmentation - Since 2019, the revenue share from Anji Food's food manufacturing business has been declining, while revenue from other businesses has been increasing significantly [3][4]. - In 2024, the revenue from food manufacturing was only 37.58% of the total revenue, with other businesses surpassing food manufacturing revenue starting in 2022 [3][4]. Profitability Analysis - The gross margin for other businesses was only 1.76% in 2024, compared to 40.06% for the food manufacturing business [4]. - The overall gross margin for Anji Food decreased from 27.01% in 2019 to 16.15% in 2024, with net margin dropping from 10.16% to 6.32% during the same period [4]. IPO Project Status - Anji Food has not achieved net profits exceeding pre-IPO levels since its listing in 2015, with the highest net profit recorded in 2014 at 56.57 million yuan [5]. - The company has faced challenges with its IPO fundraising projects, which have been in a "difficult" state, with only one project reaching operational status by the end of 2024 [5][8]. - Three major IPO projects, despite over 90% investment progress, were terminated due to changes in market conditions and industry trends [11][12]. Research and Development - Anji Food's R&D expenditure decreased by 18.62% year-on-year to 9.13 million yuan in 2024, indicating insufficient investment in R&D amid changing industry competition [13].