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赴港二次上市 五芳斋欲破国际化瓶颈
企业战略专家霍虹屹对《中国经营报》记者表示:"首先,通过赴港上市,可以拓展境外资本渠道,获 得更优结构的资本支持。不仅有利于缓解国内市场竞争压力,也能为未来的扩产、技术升级、供应链建 设、国际化投入提供资金保障。其次,这是提升品牌国际形象与全球化布局的必要手段。借助港股平 台,将有助于五芳斋在海外市场的品牌背书、合作谈判、渠道拓展等节点上获得更强信任和议价能力。 此外,双市场融资路径可以在动荡市况下为企业提供更多选择和缓冲空间。" 中经记者 阎娜 孙吉正 成都报道 作为"粽子第一股",五芳斋(603237.SH)近期披露拟赴港上市的消息引发市场关注。据公司公告,其 董事会已授权管理层启动H股上市前期筹备工作,并完成新一届董事会选举。 除原有核心决策层连任外,董事会新增具备法律金融与注册会计师背景的董事,为公司在资本运作和财 务合规方面注入专业力量。五芳斋方面表示,赴港上市旨在"加快国际化战略与海外业务布局,提升国 际品牌形象,打造多元化资本平台,增强境外融资能力"。 距离2022年登陆A股仅三年,五芳斋此举被业内视为五芳斋应对核心业务增长放缓、拓宽融资渠道以推 进国际化的关键一步。 老字号求变 五芳斋始于19 ...
别冤枉了这些习惯和食品(健康驿站·盘点常见健康误区③)
Group 1 - The article discusses common health misconceptions and highlights habits that may actually be beneficial for health [2][3][4] - It emphasizes that certain daily routines, such as staying in bed a little longer after waking up, can help the body transition more safely from sleep to wakefulness [3] - The article also points out that not making the bed immediately can prevent the growth of dust mites and bacteria by allowing bedding to dry out [4] Group 2 - The article suggests that brushing teeth after breakfast is more beneficial for dental health than brushing before eating, as it helps remove food residues and bacteria more effectively [5] - It mentions that taking time to relax during bowel movements can be healthier than rushing, as it allows for a more natural process [6] - The importance of warming up before exercise is highlighted, as it can prevent injuries by gradually preparing the body for physical activity [8] Group 3 - The article identifies several foods often labeled as "junk food" that can actually be healthy when prepared correctly, such as hot pot, chocolate, and coffee [15][17][18] - It explains that hot pot can be nutritious if made with healthy ingredients and less oily broth [15] - The article also clarifies that dark chocolate, when consumed in moderation, can have heart health benefits [17] Group 4 - The article discusses how certain foods like hamburgers and frozen foods can be healthy depending on their preparation and ingredients [19][20] - It emphasizes that convenience foods, such as instant noodles and canned goods, can be nutritious if chosen wisely and consumed in moderation [21][22] - The article concludes by addressing misconceptions about century eggs, stating that they can be safe and nutritious when sourced from reputable producers [24]
广州酒家:累计回购561.84万股
Mei Ri Jing Ji Xin Wen· 2025-10-09 09:28
每经头条(nbdtoutiao)——与美元脱钩后,暴涨102倍,揭秘黄金疯涨背后神秘的"无形之手"!专家: 推动金价上涨的逻辑没有变 (记者 曾健辉) 2024年1至12月份,广州酒家的营业收入构成为:月饼系列产品占比31.93%,餐饮业占比28.4%,速冻 食品占比20.1%,其他产品占比17.65%,其他行业占比1.08%。 截至发稿,广州酒家市值为90亿元。 每经AI快讯,广州酒家(SH 603043,收盘价:15.88元)10月9日晚间发布公告称,截至2025年9月30 日,公司通过上海证券交易所交易系统以集中竞价交易方式回购股份561.84万股,已回购股份占公司总 股本的比例为0.99%,购买的最高价为人民币16.5元/股,最低价为人民币15.42元/股,已支付的总金额 为人民币8916.52万元。 ...
食饮-中秋国庆渠道跟踪总结
2025-10-09 02:00
白酒市场面临多重挑战,包括线下零售盈利性不佳以及终端店库存压力大。例 如,一瓶茅台的利润仅为 50 至 80 元,五粮液为 50 至 70 元,而剑南春则为 食饮-中秋国庆渠道跟踪总结 20251007 摘要 商务和礼品需求下降,大众消费成主要驱动,白酒、大闸蟹、月饼等受 影响。2025 年中秋月饼销售不佳反映商务需求疲软。 线上渠道占比提升,2024 年白酒线上消费约 15%,预计 2025 年达 20%,茅台等品牌线上销售占比或超 30%在重要节点。 白酒市场面临线下零售盈利难、库存压力大等挑战。茅台利润仅 50-80 元,经销商减少备货,线上分流线下销售。 中秋期间飞天茅台动销好于预期,上海、浙江、苏南及华东地区表现良 好,总体动销量下降约 10%-20%。 东部白酒市场稳定,中西部增长乏力,陕西、山西下滑。飞天茅台大众 需求增加,价格敏感度高,线上销售提升,价格触底。 2025 年中秋白酒市场符合预期,江苏超预期。双节动销总量同比降 15%-20%,优于其他品类,大众宴席预定提升,商务宴请下降。 高端白酒市场在华东区域表现良好,茅台终端动销增长约 20%,五粮液 反馈积极,经济活跃地区各价位白酒均有改 ...
速冻食品大王,押宝新赛道
Shen Zhen Shang Bao· 2025-10-01 15:48
Core Viewpoint - Anjiu Food Group Co., Ltd. has announced a change in its fundraising project, reallocating 361 million yuan from its original technology upgrade projects to a new baking project, reflecting a strategic shift in response to market changes [1][2]. Group 1: Fundraising and Project Changes - The company plans to redirect 361 million yuan of its previously raised funds to the Dingyifeng Baking Project, which involves the construction of a new baking facility [1][2]. - The original fundraising amount was approximately 5.67 billion yuan, with a net amount of about 5.63 billion yuan after expenses. As of September 23, 2025, the company has invested 4.34 billion yuan, achieving a progress rate of 76.99% [1][2]. Group 2: New Baking Project Details - The Dingyifeng Baking Project will produce various baked goods, with a designed daily capacity of 67.42 tons. The total investment for the project is 410 million yuan, with 361 million yuan sourced from the fundraising [2][3]. - The project is expected to generate annual revenue of approximately 613.39 million yuan and a profit of about 67.83 million yuan, with an internal rate of return of 10.38% and a payback period of 8.05 years [3]. Group 3: Market Context and Challenges - The frozen food industry is experiencing intense competition, with a significant increase in the number of enterprises in the prepared dish sector, leading to aggressive price wars [4]. - In the first half of 2025, the company reported revenue of 7.60 billion yuan, a slight increase of 0.8%, but a notable decline in net profit by 15.79%, marking the first negative growth in mid-year net profit since its listing [3][4].
安井食品:变更部分募投项目,将3.61亿元募集资金用于鼎益丰烘焙面包项目
Bei Jing Shang Bao· 2025-09-30 12:15
公司计划将四川安井技改项目、辽宁安井技改项目、泰州安井技改项目尚未投入使用的募集资金合计 1.81亿元及河南三期项目尚未投入使用的部分募集资金1.8亿元,合计3.61亿元变更用于鼎益丰烘焙面包 项目。新项目预计建设期为2年,建成后正常年可实现营业收入为6.13亿元,年利润总额为6783万元, 项目投资财务内部收益率为10.38%。 北京商报讯(记者郭秀娟王悦彤)9月30日,安井食品(603345)发布公告,计划变更非公开发行股票部 分募投项目。原项目包括四川安井技术升级改造项目、辽宁安井技术升级改造项目、泰州安井技术升级 改造项目和河南三期年产14万吨速冻食品扩建项目。新项目为鼎益丰食品(太仓)有限公司新建烘焙面包 项目,总投资金额为4.1亿元。 ...
安井食品(02648) - 关於变更非公开发行股票部分募投项目的公告
2025-09-30 10:33
ANJOY FOODS GROUP CO., LTD. 安井食品集團股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:2648) 關於變更非公開發行股票部分募投項目的公告 茲提述安井食品集團股份有限公司(「公司」)日期為2025年6月25日的招股章程 「歷史、發展及公司架構-2022年的A股非公開發行」一節,內容有關公司於2022 年非公開發行A股,募集的所得款項淨額為人民幣5,634,574,077.18元。 一、變更募投項目的概述 (一)募集資金基本情況 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 經公司第四屆董事會第十七次會議、2020年年度股東大會審議通過,並 經中國證券監督管理委員會《關於核准福建安井食品股份有限公司非公 開發行股票的批覆》(證監許可[2021]3419號)核准,公司通過非公開發 行股票方式向特定投資者發行48,884,872股人民幣普通股(A股),發行價 格為人民幣116.08元╱股,募集資金總額為 ...
中国必选消费品9月成本报告:双节前成本指数波动较小
研究报告 Research Report 30 Sep 2025 中国必需消费 China (Overseas) Staples 中国必选消费品 9 月成本报告:双节前成本指数波动较小 September CGCI: Cost indices fluctuated slightly before the Festivals [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | --- | --- | --- | --- | | | | | 市盈率 P/E | | 股票名称 | 评级 目标价 | PE(2025E) | PE(2026E) | | 百威亚太 | Neutral 7.90 | 21 | 20 | | 华润啤酒 | Outperform 36.00 | 15 | 14 | | 海底捞 | Outperform 18.22 | 14 | 14 | | 康师傅 | Outperform 17.74 | 14 | 12 | | 中国飞鹤 | Outperform 7.00 | 8 | 8 | | 颐海国际 | Outperform 18 ...
宏辉果蔬股份有限公司关于参加广东辖区上市公司投资者网上集体接待日暨召开2025年半年度业绩说明会情况的公告
Core Viewpoint - The company will continue to focus on its core business of fruits and vegetables despite the change in its actual controller, who has a background in pharmaceuticals [3][4]. Group 1: Event Overview - The company participated in the "2025 Guangdong Listed Companies Investor Online Reception Day" and held a half-year performance briefing on September 19, 2025 [1]. - The event was conducted through the "Panorama Roadshow" website, allowing for interactive communication with investors [1]. Group 2: Key Questions and Responses - The company confirmed that it will maintain its focus on the fruits and vegetables business, emphasizing its experience and market share in this sector [3]. - There are currently no plans for collaboration with Teng Rui Pharmaceutical, and any future cooperation will be disclosed in accordance with legal requirements [3][4]. - The company is open to strategic development opportunities, including potential mergers or asset injections, but will adhere to strict evaluation and disclosure processes [4][5]. - The establishment of Shanghai Juhui Ze Pharmaceutical Technology Co., Ltd. is seen as an initial attempt to optimize business layout and enhance competitiveness, not a shift to a pharmaceutical focus [4]. - The company has prepared marketing strategies for the upcoming Mid-Autumn Festival and National Day, including the promotion of its "Fengshou Ge" brand products [4]. - Future growth will be driven by maintaining focus on core business, innovation, and improving operational quality and profitability [5]. - The company has outlined a three-year shareholder return plan (2025-2027) to ensure cash dividends and protect minority investors' rights [5].
宏辉果蔬跌2.02%,成交额1.11亿元,主力资金净流出451.22万元
Xin Lang Cai Jing· 2025-09-22 05:35
Core Viewpoint - The stock of Honghui Fruits and Vegetables has experienced a significant increase of 127.63% year-to-date, but has recently seen a decline of 3.38% over the past five trading days, indicating volatility in its performance [2]. Company Overview - Honghui Fruits and Vegetables Co., Ltd. was established on December 10, 1992, and listed on November 24, 2016. The company is located in Longhu District, Shantou City, Guangdong Province [2]. - The main business involves the management of fruit and vegetable products, including planting, post-harvest acquisition, pre-cooling, frozen storage, sorting, processing, packaging, and cold chain distribution. Key products include various high-quality fruits and vegetables from both domestic and imported sources [2]. - The revenue composition of the company is as follows: fruits 76.18%, frozen meat 16.50%, frozen foods 2.98%, vegetables 2.33%, cooking oil 1.60%, and others 0.41% [2]. Financial Performance - As of June 30, the number of shareholders for Honghui Fruits and Vegetables was 30,600, a decrease of 10.66% from the previous period. The average circulating shares per person increased by 11.93% to 18,647 shares [3]. - For the first half of 2025, the company achieved a revenue of 470 million yuan, representing a year-on-year growth of 7.86%. However, the net profit attributable to shareholders decreased by 44.82% to 6.92 million yuan [3]. Market Activity - On September 22, the stock price of Honghui Fruits and Vegetables fell by 2.02%, trading at 9.72 yuan per share with a total transaction volume of 111 million yuan and a turnover rate of 1.86%. The total market capitalization is 5.917 billion yuan [1]. - In terms of capital flow, there was a net outflow of 4.5122 million yuan from major funds, with large orders accounting for 19.51% of purchases and 22.96% of sales [1]. Dividend Information - Since its A-share listing, Honghui Fruits and Vegetables has distributed a total of 136 million yuan in dividends, with 15.3556 million yuan distributed over the past three years [4].