Core Viewpoint - The company "好想你" is experiencing a narrowing of losses in the first half of 2025, but its core business challenges remain unresolved despite efforts in cost control and management [1][2][4] Financial Performance - The company expects a net loss attributable to shareholders of between 15 million and 25 million yuan for the first half of 2025, an improvement from the previous year's loss [1] - In 2024, the company's total revenue was 1.67 billion yuan, with the red date business contributing 1.22 billion yuan, accounting for 73.17% of total revenue, but showing a year-on-year decline of 6.83% [2] - The gross profit margin is also declining, with the health lock fresh products generating 68.885 million yuan in revenue, down 20.31% year-on-year [2] Cost Management and Operational Efficiency - The company has implemented measures such as targeted raw material procurement and centralized bidding to reduce procurement and production costs [1] - Sales and management expenses have decreased year-on-year, leading to improved operational efficiency [1] Investment and Strategic Initiatives - The company announced a 700 million yuan investment in Hunan Snack Very Busy Commercial Chain Co., Ltd., acquiring a 6.64% stake, which is part of a strategic merger with Zhao Yiming Snacks [3] - The company is focusing on developing major products as a second growth curve, with plans to promote "红小派" and "豆菲菲" in both domestic and international markets [3] Challenges and Future Outlook - Despite the strategic initiatives, the company faces significant competition in the snack market, and the effectiveness of its new product lines and partnerships remains uncertain [3][4] - For long-term success, the company must continue to optimize cost management, innovate in core business areas, and effectively convert investment returns [4]

2025.6.4市场逻辑精选 市场热点 , 电子烟 。港股思摩尔国际大涨12.87%续创新高 · 口含烟核心公司 । Í 机会前瞻 潮玩:盲盒等产品迎爆发增长 高乐股份:2024年玩具营收占比96.18% ，公司为我国潮玩产品主要开发商，拥有独立"GOLDLOK"品牌及全产业链布局优势，主要产品- 包括盲盒潮玩系列、潮玩IP周边、毛绒玩具等潮玩产品等。 。 相关公司 电力:新型电力系统第一批试点 嘉美包装:打造我国全产业链饮料服务平台 宏和科技:或受益头部日企高性能电子布产品提价 同行: 山东玻纤（玻纤及其制品业务占比77%，玻纤纱设计产能63.4万吨 ）、中材科技（旗下泰山玻- 纤负责生产中高端电子布,一代low DK放量中) 香飘飘:合作青岛啤酒,推出酒风味果汁产品 顺钠股份:国内领先的干式变压器企业,产品涉及多个热门领域 三、大涨分析 斯瑞新材:火箭回收/可控核聚变高端材料核心股 万里石: 铀井并购预期 萃华珠宝:我国黄金老字号品牌 永顺泰:国内麦芽产能龙头 四、市场挖掘及传言补充 题材信息 个股信息 好想你：已有黑金枣/红小派枣仁派、枣夹核桃、去核红枣、免洗红枣/清菲菲红枣银耳羹(新造)等三款- 产品 ...

证券代码：002582 证券简称：好想你 好想你健康食品股份有限公司 投资者关系活动记录表 编号 2025-004 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访☑业绩说明会 □新闻发布会路演活动 □现场参观 其他 参与单位名称 及人员姓名 投资者网上提问 时间 2025 年 5 月 22 日(周四)下午 14:30-17:40 地点 公司通过全景网"投资者关系互动平台" （https://ir.p5w.net）采用网络远程的方式召开业绩 说明会 上市公司接待 人员姓名 董事、总经理：石训 副总经理、董事会秘书、财务负责人：豆妍妍 投资者关系活 动主要内容介 绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回 复： 1、2024 年公司产品在市场中的占有率情况如何，是否 达到了公司的预期目标？ 答：尊敬的投资者您好，公司在高端红枣领域占据 龙头地位，未来公司将继续进行品类创新和全渠道拓展， 让好想你红枣健康食品覆盖更多渠道，为更多的消费者 提供更加便捷的消费体验，感谢您的关注。 1 | 2、公司在科技创新方面有哪些具体举措，这些举措如何 | | --- | | 助 ...

Investment Rating - The report maintains an "Increase" rating for the food and beverage industry, indicating a positive outlook for the sector [4]. Core Insights - The report emphasizes the need for companies to strengthen their internal capabilities while actively seeking new growth avenues. It highlights three main investment themes in the liquor segment: leading brands, sustained dividends, and recovery beneficiaries [1]. - In the consumer goods sector, the focus is on identifying high-growth and strong recovery opportunities, with specific companies recommended for investment based on their growth potential and market positioning [1]. Summary by Relevant Sections Liquor Segment - Leading brands such as Kweichow Moutai, Wuliangye, Shanxi Fenjiu, and Gujing Gongjiu are expected to continue gaining market share [1]. - Companies like Yingjia Gongjiu and Jinshiyuan are highlighted for their high certainty in regional markets, while flexible stocks benefiting from recovery include Luzhou Laojiao and Shui Jing Fang [1]. Consumer Goods Segment - Companies like Salted Fish, Haoxiangni, and Dongpeng Beverage are noted for their high growth potential, while Qingdao Beer and Haitian Flavor Industry are expected to benefit from policy support and recovery improvements [1]. - The report mentions that companies are actively exploring new growth curves while maintaining their operational advantages [1]. Company-Specific Insights - Unified Enterprises China is launching new products in both beverages and food, indicating a stable operational performance [2]. - Haitian Flavor Industry is set to benefit from domestic demand stimulation and has clear overseas expansion goals, positioning it well for future growth [2]. - Good Idea is expanding its product categories while improving its core business, indicating a positive trend in operational performance [2]. - Zhou Hei Ya is focusing on enhancing store efficiency and exploring new markets, which may lead to a new growth trajectory [3]. - Hengshun Vinegar Industry is strengthening brand marketing and expanding distribution channels, which is expected to support steady growth [3]. - Qiaqia Food is under short-term cost pressure but is innovating in product categories to explore new opportunities [3]. - Guyue Longshan is increasing product prices and focusing on cross-industry innovations, aiming for sales growth of over 6% in 2025 [6].

证券研究报告 | 行业周报 gszqdatemark 2025 05 18 年 月 日 食品饮料 周观点：积极求变，开拓新章——近期调研反馈 投资建议：1、白酒：强化内功、蓄力改善，权重龙头配置价值凸显，建 议关注" 优势龙头、红利延续、强势复苏"三条主线：1）优势龙头，头部 酒企份额持续提升：贵州茅台、五粮液、山西汾酒、古井贡酒；2）红利 延续，高确定性区域酒：迎驾贡酒（洞藏大单品红利）、今世缘（江苏格局 红利）等；3）受益复苏与风险偏好提升，弹性标的：泸州老窖、水井坊、 舍得酒业、老白干酒、港股珍酒李渡、酒鬼酒等。2、大众品：巩固优势 积极求变，探索增长新曲线，建议寻找高成长与强复苏两条主线：1）高 景气或高成长逻辑：盐津铺子、好想你、东鹏饮料、燕京啤酒、珠江啤酒、 三只松鼠、百润股份、有友食品等，港股农夫山泉、华润饮料、卫龙美味 等。2）政策受益或复苏改善：青岛啤酒、海天味业、新乳业、伊利股份、 重庆啤酒、安琪酵母、仙乐健康、安井食品、立高食品等，港股 H&H 国 际控股等。 本周各家上市公司陆续召开股东大会，我们积极调研参加，在当前时点， 各家公司在维持原有运营优势的同时，也积极求变，探索新的增长曲线 ...

好想你（002582）4月29日在互动平台表示，目前公司的红小派、免洗红枣、枣夹核桃、红枣脆片等众 多健康食品已相继出口至东南亚、北美及欧洲等多个国家，同时公司也在亚马逊平台开展跨境电商业 务。(人民财讯) ...