（文章来源：证券日报） 证券日报网讯 2月24日，涪陵榨菜在互动平台回答投资者提问时表示，并购的成败受市场波动、双方契 合度、交易时机和政策窗口等多重因素影响，并购中的前期尽调工作为双方后续决策所不可忽略的重要 部分。 ...

格隆汇2月24日丨涪陵榨菜(002507.SZ)在互动平台表示，公司目前无冷链运输等物流业务，未来公司将 会不断探索新型消费场景，在优化现有产品的基础上，结合市场供应链情况（上游原料、冷链运输和销 售环节等）和公司柔性生产能力等因素丰富产品品类。 ...

涪陵榨菜（002507.SZ）2月24日在投资者互动平台表示，公司目前已覆盖的线上平台包括天猫、京东、 抖音、拼多多、社区团购等主流平台。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：看财报线上占比提升，抖音、天猫爆款，社区团购已 经全覆盖？ ...

格隆汇2月24日丨涪陵榨菜(002507.SZ)在投资者互动平台表示，公司目前已覆盖线上平台包括天猫、京 东、抖音、拼多多、社区团购等主流平台。 ...

Investment Rating - The report rates the industry as "Buy" [5] Core Insights - The 2026 Spring Festival consumption exceeded expectations, with service consumption leading the growth, driven by a significant increase in dining and travel demand [2][7] - The report highlights a notable recovery in the travel sector, with an expected total of 9.5 billion people traveling during the Spring Festival, marking a historical high [10][12] - The report emphasizes the importance of quality and experience in consumer spending, with a shift towards premium products and services [7][19] Summary by Sections 1. Spring Festival Consumption Trends - The Spring Festival holiday from February 15 to 23, 2026, saw a "good start" in consumption, with key retail and dining enterprises reporting a 10.6% increase in average daily sales compared to the same period in 2025 [10][22] - The first four days of the holiday recorded an 8.6% increase in average daily sales for key retail and dining enterprises compared to the previous year [10][19] - Government initiatives, including a 20.5 billion yuan fund for consumer subsidies, significantly boosted consumer spending [11][10] 2. Baijiu (Chinese Liquor) Market - The Baijiu market showed signs of improvement, with a narrowing decline compared to previous major holidays, although brand differentiation became more pronounced [27][30] - High-end Baijiu brands like Moutai and Wuliangye continued to lead the market, with a focus on price elasticity and rational consumer behavior [27][30] - The report identifies three key changes in the Baijiu market: increased importance of personal consumption, a more relaxed approach from manufacturers regarding sales targets, and improved channel sentiment [30][31] 3. Snack and Food Market - The snack market is expected to benefit from an extended peak season, with a longer preparation and sales cycle compared to 2025 [33][34] - Offline channels, particularly membership-based supermarkets and discount stores, are performing better than online channels, with significant growth in sales during the holiday period [34][35] - The report notes a diversification in snack offerings, with strong performance in high-quality nut gift boxes and innovative packaging strategies enhancing brand visibility [35][36]

Core Viewpoint - Fuling Zhacai announced a management change, appointing Xia Qiangwei as the new general manager while retaining Gao Xiang as chairman and party secretary [1] Group 1: Management Changes - The actual controller, Chongqing Fuling District State-owned Assets Supervision and Administration Commission, issued a notice regarding the appointment of Xia Qiangwei as the general manager [1] - Gao Xiang will no longer serve as the general manager but will continue as the chairman and party secretary of the company [1] - The board of directors approved Xia Qiangwei's appointment during the first meeting of the nomination committee and the thirty-fourth meeting of the board [1]

Core Viewpoint - The company Fuling Zhacai has undergone a change in general manager for the second time in less than five months, with Xia Qiangwei replacing Gao Xiang as part of a transition arrangement [1][2][5][6]. Group 1: Management Changes - The new general manager Xia Qiangwei has a background primarily in government, lacking experience in the consumer industry [3][10]. - This is the second managerial change since September 2025, when the previous general manager Zhao Ping resigned [6]. - The company has experienced frequent changes in its executive team, with several high-level resignations in recent years, including the chairman and other vice presidents [7]. Group 2: Company Performance - Fuling Zhacai, a leading company in the side dish food sector, is currently facing a performance growth bottleneck, with revenue and net profit declining for two consecutive years since reaching a record revenue of 2.548 billion yuan in 2022 [8][10]. - In the first three quarters of 2025, the company reported a revenue of 1.999 billion yuan, a year-on-year increase of 1.84%, and a net profit of 0.673 billion yuan, with a minimal growth of 0.33% [10]. Group 3: Strategic Direction - The company maintains that its strategic focus remains unchanged, emphasizing its core business in pickled vegetables while pursuing multi-category development [7][11]. - The new general manager's work plans and strategies will be disclosed in the company's annual report, as they are currently not available [11].

Core Viewpoint - The company Fuling Zhacai announced the appointment of Xia Qiangwei as the new general manager during a board meeting held on February 13, 2026, via communication methods, indicating a significant leadership change [1] Group 1 - The company reported a dramatic fluctuation in net profit, increasing ninefold before suddenly posting a loss exceeding 200 million yuan [1] - The chairman of the company personally contributed 50 million yuan to cover the financial shortfall, raising questions about the company's financial management [1] - There is uncertainty regarding the whereabouts of 5 billion yuan in trust investments, leading to confusion among shareholders [1]

证券代码：002507 证券简称：涪陵榨菜 公告编号：2026-004 特此公告。 重庆市涪陵榨菜集团股份有限公司 董事会 重庆市涪陵榨菜集团股份有限公司 关于总经理调整的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、调整情况 重庆市涪陵榨菜集团股份有限公司（以下简称"公司"）于近日收到实际控制人 重庆市涪陵区国有资产监督管理委员会下发的《关于夏强伟等同志职务任免的通知》 [涪陵国资发〔2026〕77 号]，对公司总经理职务进行调整：提名夏强伟先生（简历见 附件）担任公司总经理，公司董事长、总经理高翔先生不再担任总经理职务；调整后， 高翔先生将继续担任公司党委书记、董事长职务，夏强伟先生担任公司党委副书记、 总经理职务。 截至本公告日，高翔先生未持有公司股份。高翔先生不存在应当履行而未履行的 承诺事项，离任公司总经理职务后，将继续遵守《公司法》《上市公司董事和高级管 理人员所持本公司股份及其变动管理规则（2025 年修订）》及《深圳证券交易所上市 公司自律监管指引第 18 号——股东及董事、监事、高级管理人员减持股份》等相关 法律法规和规范性文件对 ...

一、董事会会议召开情况 重庆市涪陵榨菜集团股份有限公司（以下简称"公司"）第五届董事会第三十四 次会议通知于2026年2月11日以书面、电子邮件及电话确认等方式向全体董事发出， 会议于2026年2月13日上午10:00以通讯方式召开。本次会议由公司董事长高翔先生召 集和主持，本次会议应出席董事（含独立董事）9人，实际出席董事9人。公司全体高 级管理人员列席了本次会议，会议的召集、召开与表决程序符合《中华人民共和国公 司法》等法律法规和《公司章程》的有关规定。 证券代码：002507 证券简称：涪陵榨菜 公告编号：2026-003 重庆市涪陵榨菜集团股份有限公司 第五届董事会第三十四次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 二、董事会会议审议情况 1、会议以9票同意、0票反对、0票弃权的结果审议通过了《关于聘任夏强伟为公 司总经理的议案》。 根据公司实际控制人重庆市涪陵区国有资产监督管理委员会下发的《关于夏强伟 等同志职务任免的通知》[涪陵国资发〔2026〕77号]，并经公司第五届董事会提名委 员会2026年第1次会议审查通过，公司董事会决 ...