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煌上煌上半年盈利韧性凸显,全链路数字化重构酱卤产业
Jiang Nan Shi Bao· 2025-08-28 05:39
煌上煌介绍,公司目前主要线上销售平台包括淘宝、天猫、天猫超市、阿里巴巴、京东、拼多多、有赞 商城、抖音以及其他自营店铺等,平台上销售的产品包括乐鲜装、高温包装酱卤制品(主要为煌家酱 鸭、卤鸭锁骨、卤鸭脖、麻辣牛肉、原味猪肉脯等)和米制品(主要为粽子、粥、青团等)。 在生产环节,煌上煌全面推动传统酱卤加工数字化转型。依托发明专利"酱卤自动化生产线智能控制系 统及方法",煌上煌持续推进无人卤煮关键技术及其配套核心关键装备的开发,不断提高生产自动化水 平,并通过引入ERP、MES、WMS等系统,建立一物一码产品可追溯体系,实现对产品质量和加工过 程的实时记录和跟踪,极大地提高了生产效率,同时从原材料采购到成品出厂,每一个环节都严格把 控,确保产品的安全、卫生和品质。煌上煌因此荣获江西省智能制造示范企业、江西省两化融合示范企 业。 在销售渠道方面,近年来国内的消费模式逐步在发生变化,新零售、新媒体运营趋势显著,对线上销售 业务的提升带来了新的商机。煌上煌目前主要线上平台包括外卖平台、团购平台、直播平台和社区电商 平台等,2025年上半年主要在抖音平台和第三方外卖平台持续发力,门店零售端把线上平台流量导入到 门店并转化 ...
元祖股份2025年中报简析:净利润同比下降96.26%
Zheng Quan Zhi Xing· 2025-08-27 22:57
本次财报公布的各项数据指标表现不尽如人意。其中,毛利率61.55%,同比减0.35%,净利率0.14%, 同比减95.8%,销售费用、管理费用、财务费用总计5.06亿元,三费占营收比61.01%,同比增11.2%,每 股净资产5.95元,同比减1.5%,每股经营性现金流0.59元,同比增9.22%,每股收益0.01元,同比减 92.86% 财务报表中对有大幅变动的财务项目的原因说明如下: 应收款项变动幅度为-35.93%,原因:回收了年初的应收款及本年端午欠款客户减少。 其他非流动金融资产变动幅度为125.45%,原因:购买的基金所投资的项目产生的公允价值增加。 据证券之星公开数据整理,近期元祖股份(603886)发布2025年中报。根据财报显示,元祖股份净利润 同比下降96.26%。截至本报告期末,公司营业总收入8.29亿元,同比下降13.71%,归母净利润123.45万 元,同比下降96.26%。按单季度数据看,第二季度营业总收入4.91亿元,同比下降8.97%,第二季度归 母净利润2625.1万元,同比下降36.6%。 递延所得税资产变动幅度为116.6%,原因:确认了亏损公司的递延所得税资产。 应付账 ...
西南证券-三全食品-002216-2025年半年报点评:整体经营延续承压,静待基本面改善-250826
Xin Lang Cai Jing· 2025-08-27 07:41
事件:公司发布2025年半年报,25H1实现营收35.7亿元,同比-2.7%;实现归母净利润3.1亿元,同比-6%;实现扣非归母净利润2.2亿元,同比-16.6%。其中25Q2实现营收13.5亿元,同比 米面主业持续承压,直营电商表现亮眼。分产品看,25H1公司速冻米面产品实现收入30.9亿元,同比-1.5%;其中以汤圆、水饺及粽子为代表的传统米面制品实现收入20.6亿元,同比+0.2% 促销压力拖累毛利,Q2盈利能力承压。25H1公司毛利率为24.3%,同比-1.6pp;其中25Q2毛利率为22.7%,同比-2.1pp。毛利率承压或与公司为应对速冻行业竞争烈度提升增加促销力度所致 产品渠道齐发力,业绩改善值得期待。1)产品端公司将在维持传统米面平稳增长基础上,通过降费增效提升其利润贡献率;同时不断加大健康化与个性化新式米面推新力度,新品及次新品有望贡 盈利预测与投资建议。预计2025-2027年EPS分别为0.60元、0.63元、0.66元,对应动态PE分别为19倍、19倍、18倍,维持"持有"评级。 风险提示:餐饮端回暖不及预期风险,新品推广不及预期风险。 ...
煌上煌十年后再度东进 拟4.95亿元收购冻干食品龙头补上关键”拼图”
Zheng Quan Shi Bao Wang· 2025-08-22 13:59
煌上煌的核心业务酱卤肉制品,以及嘉兴市真真老老经营的粽子,都属于传统食品的范畴。冻干食品则 是一种利用升华原理纯物理的制造过程,以高营养、高复水性、高保鲜被消费者熟知,又兼具保质期 长、易储存、便携带等优点,符合年轻一代时尚追求。煌上煌方面表示,公司目前产品消费群体相对集 中在喜欢传统美食的人群,而冻干食品除了在零售渠道销售外,还广泛应用于航天、军事、户外探险、 医疗等领域,传统酱卤食品、米制品拥有不同的消费群体。据煌上煌介绍,通过收购福建立兴食品,公 司可借助福建立兴食品的销售渠道和市场资源,进入新兴市场,打破原有市场局限,接触更广泛消费群 体,实现市场化的多元拓展。 从经营层面看,福建立兴食品拥有37条冻干生产线,8000平方米冻干炉设备,年产各类冻干产品近6000 吨,植物萃取粉及浓缩液近10000吨能力,产能规模及市场占有率位居全国前列。根据煌上煌与出让方 签订的《股权转让协议》,原股东方承诺,2025年、2026年、2027年经审计扣非净利润分别不低于7500 万元、8900万元、1亿元,即累计实现净利润2.64亿元。如果立兴食品未能完成业绩承诺,则承诺方需 对上市公司进行业绩补偿,业绩补偿先冲抵当 ...
巴比食品: 2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-21 16:48
中饮巴比食品股份有限公司2025 年半年度报告 公司代码:605338 公司简称:巴比食品 中饮巴比食品股份有限公司 中饮巴比食品股份有限公司2025 年半年度报告 重要提示 一、本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、 完整性,不存在虚假记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 二、公司全体董事出席董事会会议。 三、本半年度报告未经审计。 四、公司负责人刘会平、主管会计工作负责人苏爽及会计机构负责人(会计主管人员)苏爽声明: 保证半年度报告中财务报告的真实、准确、完整。 五、董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、前瞻性陈述的风险声明 √适用 □不适用 本公司2025年半年度报告中涉及的公司未来计划、发展战略等前瞻性陈述,因存在不确定性, 不构成公司对投资者的实质承诺,敬请投资者注意投资风险。 七、是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、是否存在违反规定决策程序对外提供担保的情况 否 九、是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、重大风险提示 本公司已在本报告中详细 ...
最新招聘 | 深圳市麦轩食品招聘多个岗位
东京烘焙职业人· 2025-08-20 08:40
Company Overview - Shenzhen Maixuan Food Co., Ltd. originated from a bakery established in 1932 in Yuen Long, Hong Kong, and was officially registered in 2002 after being set up by the fourth generation of the Zhuang family in Shenzhen [4] - The company focuses on traditional Chinese festive foods and innovative pastries, including mooncakes, rice dumplings, and wedding cakes, and has obtained multiple food safety certifications such as ISO9001, ISO22000, and HACCP [4] - Maixuan is recognized as the largest mooncake producer in Shenzhen, with modern production bases covering an area of 72,000 to 76,000 square meters [4] - The brand "Maixuan" has received accolades such as "Shenzhen Old Brand" and "Guangdong Old Brand," and has won gold awards at the Shenzhen Mooncake Festival multiple times [4] Job Opportunities - The company is hiring for various positions, including Product Manager and Sales Director, with specific responsibilities and requirements outlined for each role [5][9] - The Product Manager role involves market research for festive products, product design and development, promotional material creation, and sales training [6] - The Sales Director position requires extensive experience in the food industry, particularly with international chain stores, and involves managing sales teams and developing sales strategies [9][11] Compensation and Benefits - The salary range for the Product Manager position is between 12,000 to 20,000 RMB per month, plus project-based bonuses, with benefits including social insurance and meals [8] - The Sales Director position offers a comprehensive monthly income of 40,000 to 70,000 RMB, along with similar benefits [9]
最新招聘 | 深圳市麦轩食品招聘多个岗位
东京烘焙职业人· 2025-08-19 08:33
Company Overview - Shenzhen Maixuan Food Co., Ltd. originated from a bakery established in 1932 in Yuen Long, Hong Kong, and was officially registered in 2002 after being set up by the fourth generation of the Zhuang family in Shenzhen [4] - The company focuses on traditional Chinese festive foods and innovative pastries, including mooncakes, rice dumplings, and wedding cakes, and has obtained multiple food safety certifications such as ISO9001, ISO22000, and HACCP [4] - Maixuan is recognized as the largest mooncake producer in Shenzhen, with modern production bases covering an area of 72,000 to 76,000 square meters [4] - The brand "Maixuan" has received accolades such as "Shenzhen Old Brand" and "Guangdong Old Brand," and has won gold awards at the Shenzhen Mooncake Festival multiple times [4] Job Opportunities - The company is hiring for various positions, including Product Manager and Sales Director, with specific responsibilities and requirements outlined for each role [5][9] - The Product Manager role involves market research for festive products, product design, promotional material creation, and sales training, requiring a bachelor's degree and at least three years of relevant experience [6][7] - The Sales Director position requires over ten years of experience in the food industry, with a focus on managing teams and developing sales strategies, offering a comprehensive monthly income of 40,000 to 70,000 [9][12] Compensation and Benefits - The Product Manager position offers a monthly salary ranging from 12,000 to 20,000, along with project-based bonuses and benefits including social insurance and housing [8] - The Sales Director role includes a competitive salary package with similar benefits, emphasizing the company's commitment to employee welfare [9][12] Location - The company's operations are based in the Songgang Street, Bantian District, Shenzhen, Guangdong Province [10]
最新招聘 | 深圳市麦轩食品招聘多个岗位
东京烘焙职业人· 2025-08-18 08:33
东京烘焙职业人为全国烘焙职人提供免费的招聘信息,希望能帮助到找工作的职人们,也欢迎有招聘需求的店铺和企业与我们联系。 都可以发送相关资料。 门店企业想发布招聘信息,烘焙职人找工作, 微信号码:kx18963668013,会有专员对接! 关于企业 麦轩食品 公司简介: 深圳市麦轩食品有限公司起源于 1932年香港元朗五合街的 麦轩 饼店, 1993年由 庄氏家族 第四代传人在深圳设立食品工厂, 2002年正式注册成立公司。企 注于中式传统节庆食品及创新糕点,涵盖月饼、粽子、喜饼等品类,并通过ISO9001、ISO22000及HACCP等多项食品安全认证 。公司自建 有深圳宝安、深汕 合作区两个 现代化生产基地,厂房面积达 7 .2万至 7 .6万平方米, 据《深圳特区报》报道,公司目前为深圳最大月饼生产企业, 拥有自主研发团队和全封闭 车间。 公司 品牌 "麦轩"曾获"深圳老字号" "广东老字号" 并在深圳月饼节多次斩获金奖 。 招聘岗位: 产品经理 岗位职责: 1、年龄25~45岁,男女不限; 2、大学本科以上学历,有市场营销或食品相关专业知识背景; 3、有市场营销或食品相关专业的从业背景,拥有3年以上工作经 ...
煌上煌高溢价押注冻干赛道,能成“救命稻草”?
凤凰网财经· 2025-08-12 14:47
Core Viewpoint - The company Huang Shang Huang (002695.SZ) continues to face revenue decline, with a 7.19% year-on-year decrease in revenue to 984 million yuan in the first half of 2025, although net profit increased by 26.9% to approximately 76.92 million yuan due to cost control and expense management [2][3]. Group 1: Store Count and Revenue Trends - The company’s store count has decreased significantly, with a net reduction of 762 stores in the first half of 2025, bringing the total to 2,898 stores [3][5]. - Revenue has been declining since 2021, with year-on-year decreases of 4.01%, 16.46%, 1.7%, and 9.44% in subsequent years, culminating in a 7.19% drop in the first half of 2025 [4][5]. Group 2: Cost and Profitability Factors - The decline in raw material prices, particularly for duck products, has led to a 6.55% reduction in operating costs, contributing to a 2.23 percentage point increase in gross margin to 38.61% [3][4]. - The company’s profitability is heavily reliant on the current low raw material prices, which poses a risk if prices rise again, as seen in previous years [3][4]. Group 3: Acquisition Strategy - The company plans to invest 495 million yuan to acquire a 51% stake in Lixing Food, a leading freeze-dried food manufacturer, with performance commitments requiring a cumulative net profit of 264 million yuan over three years [6][7]. - Previous acquisition attempts have faced challenges, and the success of this new acquisition in driving growth remains uncertain [7]. Group 4: Production Capacity Challenges - The company has a processing capacity of nearly 100,000 tons but has struggled with low utilization rates, which were below 30% in the first half of 2025 [9][10]. - Expansion plans are underway, but the shrinking store network complicates the ability to absorb new production capacity, potentially increasing operational burdens [9][10].
国务院食安办:加强“五一”假期食品生产、销售、餐饮服务环节监管
Xin Hua Wang· 2025-08-12 05:57
Core Viewpoint - The State Council's Food Safety Office has issued a notice emphasizing the importance of food safety supervision during the "May Day" and Dragon Boat Festival holidays, focusing on production, sales, and catering services [1] Group 1: Food Production and Sales - Increased supervision and inspection efforts will be directed towards major food production enterprises, including those dealing with rice, flour, oil, meat, eggs, and dairy products, as well as large food retail chains, wholesale businesses, and supermarkets [1] - The aim is to ensure compliance and safety in the production and sale of essential food items during the holiday period [1] Group 2: Catering Services - The notice highlights the need for enhanced food safety risk assessments and comprehensive management of potential hazards in catering services, particularly in chain restaurants, collective meal delivery services, central kitchens, school canteens, and tourist reception units [1] - Key locations for monitoring include tourist attractions, commercial areas, transportation hubs, and highway service areas, with a focus on online food services [1] Group 3: Food Safety Monitoring and Enforcement - There will be a special focus on food safety inspections for popular holiday foods, such as zongzi, with immediate actions taken for any non-compliant products [1] - Local authorities are mandated to strictly enforce laws against violations, ensuring that penalties are applied to individuals responsible for food safety breaches, and criminal cases are referred to law enforcement [1] - The notice also calls for public awareness campaigns regarding food safety and waste reduction, alongside a system for handling consumer complaints and emergencies [1]