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劲仔食品(003000):2025 年中报业绩点评:业务阶段性承压,期待调整成效释放
Yin He Zheng Quan· 2025-08-27 14:47
公司点评 · 食品饮料行业 业务阶段性承压,期待调整成效释放 —— 2025 年中报业绩点评 2025 年 8 月 27 日 核心观点 主要财务指标预测 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业收入(百万元) | 2411.94 | 2513.95 | 2864.36 | 3251.97 | | 收入增长率% | 16.79 | 4.23 | 13.94 | 13.53 | | 归母净利润(百万元) | 291.33 | 273.47 | 328.97 | 390.84 | | 利润增速% | 39.01 | -6.13 | 20.30 | 18.81 | | 毛利率% | 30.47 | 30.56 | 31.06 | 31.45 | | 摊薄 EPS(元) | 0.65 | 0.61 | 0.73 | 0.87 | | PE | 19.83 | 21.12 | 17.56 | 14.78 | | PB | 4.06 | 3.49 | 2.99 | 2.56 | 资料来源:公司公告,中国银河证券研究院 劲 ...
劲仔食品(003000):Q2阶段性承压,长期战略坚定
GOLDEN SUN SECURITIES· 2025-08-27 06:47
证券研究报告 | 半年报点评 gszqdatemark 2025 08 27 年 月 日 Q2 阶段性承压,长期战略坚定 事件:劲仔食品 25H1 实现营收 11.2 亿元,同比-0.5%,归母净利润 1.1 亿元,同比-21.9%,扣非归母净利润 0.9 亿元,同比-28.9%。其中 25Q2 营收 5.3 亿元,同比-10.4%,归母净利润 0.4 亿元,同比-36.3%,扣非归 母净利润 0.3 亿元,同比-47.5%。拟中期分红 4472.9 万元,分红率 39.9%。 鹌鹑蛋缩量影响短期成长性,扩品拓渠坚定长期发展方向。25H1 劲仔食 品营收同比-0.5%至 11.2 亿元。产品维度看,25H1 鱼制品营收同比+7.6% 至 7.6 亿元,公司加强深海鳀鱼产品宣传及品牌传播,赋能终端网点拓展 覆盖,牵引鱼制品营收持续扩容;禽类制品营收同比-24.0%至 2.0 亿元, 预计与鹌鹑蛋行业竞争加剧相关,但劲仔首创"溏心鹌鹑蛋"拓展品类边 界;豆制品营收同比+3.6%至 1.1 亿元,预计与公司加大周鲜鲜等新品推 广及铺市相关;蔬菜制品营收同比-10.7%至 3404.7 万元,预计与成本压 力及魔芋品 ...
劲仔食品(003000):经营表现承压,期待H2改善
CMS· 2025-08-26 15:36
基础数据 | 总股本(百万股) | 451 | | --- | --- | | 已上市流通股(百万股) | 300 | | 总市值(十亿元) | 6.0 | | 流通市值(十亿元) | 4.0 | | 每股净资产(MRQ) | 3.1 | | ROE(TTM) | 18.4 | | 资产负债率 | 33.7% | | 主要股东 | 周劲松 | | 主要股东持股比例 | 38.22% | 证券研究报告 | 公司点评报告 2025 年 08 月 26 日 劲仔食品(003000.SZ) 经营表现承压,期待 H2 改善 消费品/食品饮料 公司发布 2025 年半年报,公司Q2 收入/利润分别同比-10.4%/-36.3%,Q2 受 需求偏弱、竞争加剧影响,加上公司产品调整,经营表现承压。25H1 线上/ 线下渠道分别同比-6.8%/+0.9%。展望 H2,公司继续发力鱼干、豆制品等新 品创新,加快推进蛋类品牌"七个博士"品牌线下推广,鱼干类加快鳀鱼产品 推广与多渠道覆盖,成本端目前原材料价格相对谨慎,期待 H2 营收与利润率 端环比改善。我们预计 25-27 年归母净利润分别为 2.6 亿/3.0 亿/3.5 亿, ...
零食领军品牌好想来入驻淘宝闪购,订单量连续3个月保持200%以上增速
Guan Cha Zhe Wang· 2025-08-15 05:32
Core Insights - The leading brand in the bulk snack industry, "好想来," has successfully entered the Taobao Flash Purchase platform, significantly increasing its market reach and sales volume [1][4] - The brand has experienced over 200% growth in order volume for three consecutive months since joining the platform, with online new customer acquisition exceeding 90% [1][4] Group 1: Market Expansion - "好想来" has integrated nearly 5,000 stores into Taobao Flash Purchase by the end of July, effectively tapping into a new market within a 3-5 kilometer radius [1][3] - The platform has allowed "好想来" to reach new users beyond the traditional 1-2 kilometer range, enhancing customer base expansion and channel upgrades [3][4] Group 2: Product Strategy - The company has optimized its product structure and warehousing strategy to align with instant retail consumption patterns, offering an average of 1,500-2,000 SKUs per store [3][4] - Seasonal and scenario-based product offerings have been introduced, such as summer ice cream combinations and autumn snack gift boxes, which have boosted conversion rates and brand recognition [3][4] Group 3: Sales Performance - Since the launch of Taobao Flash Purchase, there has been a three-digit growth in orders for various snack categories, including processed foods, snacks, and desserts [4] - The platform has enabled 395 non-food brands to achieve monthly sales exceeding one million, with 66 brands surpassing ten million, indicating a robust growth environment for snack brands [4]
廊坊六桂食品有限公司成立 注册资本500万人民币
Sou Hu Cai Jing· 2025-08-13 21:42
Core Insights - Langfang Liugui Food Co., Ltd. has been established with a registered capital of 5 million RMB, indicating a new player in the food industry [1] Company Overview - The legal representative of the company is Wang Haoning, which may suggest a centralized leadership structure [1] - The company’s business scope includes various food-related activities such as the manufacturing and sales of bean products, health food production, and food internet sales [1] Business Activities - The company is involved in both licensed and general projects, including food production, food import and export, and primary agricultural product acquisition [1] - Additional services offered include low-temperature storage, technical services, and various transportation and logistics services [1]
浙江东日股份有限公司股票交易风险提示公告
Core Viewpoint - The stock price of Zhejiang Dongri has increased by 212.89% since June 16, 2025, significantly outpacing the industry and Shanghai Composite Index, indicating potential market overreaction and risk of a sharp decline in stock price [2][5]. Business Operations - The company's main business includes the operation and management of agricultural product wholesale trading markets, fresh food distribution, and tofu production, with no involvement in "brain-computer interface" business [2][6]. - As of the announcement date, the company confirmed that there are no undisclosed significant information affecting its operations [3][6]. Market Performance - The company's stock has experienced abnormal trading fluctuations, with a cumulative price deviation of 20% over three consecutive trading days [4]. - On August 13, 2025, the stock closed at the daily limit price with a turnover rate of 11.90%, significantly higher than the usual turnover rate [4][5]. Financial Metrics - The latest industry static price-to-earnings (P/E) ratio is 29.25, while the company's current P/E ratio stands at 124.16, indicating a substantial deviation from industry norms [2].
紫燕食品股价回调至21.96元 盘中振幅达3.76%
Jin Rong Jie· 2025-08-11 20:01
Group 1 - The stock price of Ziyan Food is reported at 21.96 yuan, down 1.74% from the previous trading day, with a trading range of 3.76% [1] - During intraday trading on August 11, Ziyan Food experienced a rapid decline, with a drop of over 2% within 5 minutes [1] - The company is part of the food and beverage industry, focusing on the research, production, and sales of snack foods, including nuts, meat products, and bean products [1] Group 2 - The trading volume for Ziyan Food was 33,821 hands, with a transaction amount of 0.75 billion yuan [1] - As of 9:35 AM, the stock price was reported at 21.93 yuan, with a transaction volume of 16.65 million yuan [1] - Data indicates that on that day, the net outflow of main funds was 999.41 million yuan, accounting for 0.67% of the circulating market value [1]
一周龙江要闻回顾【8.4-8.10】
Xin Lang Cai Jing· 2025-08-10 05:01
Group 1 - Heilongjiang Province focuses on building a modern industrial system, emphasizing technological innovation, upgrading advantageous industries, developing the private economy, and promoting key projects for high-quality development [1] - The provincial government has introduced 20 policy measures to support the high-quality development of high-end intelligent agricultural machinery, aiming to enhance the core competitiveness of the industry [1] Group 2 - Harbin's municipal government is actively checking the construction of industrial projects and ensuring safety in flood prevention efforts [2] - The National Federation of Industry and Commerce held an event in Qiqihar to empower innovative and growth-oriented private enterprises, promoting collaboration and development in the region [2] - Jiamusi's municipal government is accelerating the construction of the Yacheng Industrial Town, aiming to establish it as a new landmark for the dental medical industry [2] Group 3 - Daqing's municipal government is engaging with private enterprises to gather insights for high-quality transformation and development [3] - Jixi's municipal government is focusing on reviewing land space planning projects to enhance industrial clustering and optimize industrial layout [4] Group 4 - Hegang's municipal government is conducting inspections in the graphite high-quality utilization industrial park, emphasizing the importance of technology innovation and product quality in the graphite industry [5]
凤凰县内方外圆餐饮管理服务店(个人独资)成立 注册资本1万人民币
Sou Hu Cai Jing· 2025-08-09 05:17
Core Viewpoint - A new restaurant management service named "Fang Wai Yuan" has been established in Fenghuang County, indicating growth in the local food service industry [1] Company Summary - The company is a sole proprietorship with a registered capital of 10,000 RMB [1] - The legal representative of the company is Peng Ling [1] Industry Summary - The business scope includes various food-related services such as catering, small food retail, food internet sales, and the production of special medical purpose formula foods [1] - The company is also involved in the production of health foods, pre-prepared dishes, and food packaging materials [1] - The establishment of this company reflects the increasing demand for diverse food services and products in the market [1]
人口外流,家门口的外贸饭怎么吃——来自黑龙江省黑河市的调查
Jing Ji Ri Bao· 2025-08-05 03:20
Core Viewpoint - The article emphasizes the importance of border cities in China's modernization efforts, highlighting the need for economic development and population retention in these areas, particularly through border trade and cooperation with neighboring countries [1][16]. Group 1: Economic Development Initiatives - The Chinese government has introduced significant policies aimed at promoting border trade and improving the livelihoods of border residents, such as "治国必治边" and "兴边富民" [1]. - Black River City, a century-old border city, has seen a population decline from 1.674 million in 2010 to 1.286 million in 2020, indicating challenges in retaining residents [1]. - The border trade model in Black River includes a unique "on-site processing + intra-zone trading" dual-track approach, which enhances the value chain and supports local economic growth [6][18]. Group 2: Border Trade and Employment - The border trade allows residents to earn additional income, with individuals like Chen Jiang making around 6,000 yuan monthly from transporting goods across the border, supplemented by a 3,500 yuan subsidy [3][4]. - The establishment of professional cooperatives, such as the Zhong'an Cooperative, has enabled border residents to collaborate and strengthen their market presence, addressing the challenges of small-scale operations [6][18]. - The introduction of a digital service platform for border trade aims to streamline processes and enhance participation among residents, particularly in trade declaration and logistics [13][18]. Group 3: Infrastructure Development - The construction of the China-Russia cross-border cableway and the Black River Bridge has significantly improved cross-border logistics, facilitating year-round trade and enhancing the efficiency of border crossings [10][11]. - The Black River trade zone has seen a trade volume of 146 million yuan since the implementation of the border trade processing policy in 2020, with participation from nearly 20,000 residents [8][12]. - The establishment of the Black River Border Trade Industrial Park is crucial for attracting processing enterprises and fostering industrial cluster development, which is essential for sustainable economic growth [12][18].