证券代码：002507 证券简称：涪陵榨菜 公告编号：2026-002 重庆市涪陵榨菜集团股份有限公司 2025年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 重庆市涪陵榨菜集团股份有限公司（以下简称"公司"或"本公司"）2025年半 年度权益分派方案已获2025年11月28日召开的2025年第二次临时股东会审议通过，现 将权益分派事宜公告如下： 一、权益分派方案 1、公司 2025 年半年度权益分配方案以固定总额的方式分配：以公司现有总股本 1，153,919,028 股为基数，向全体股东每 10 股派 2.00 元人民币现金（含税；扣税后， 通过深股通持有股份的香港市场投资者、QFII、RQFII 以及持有首发前限售股的个人 和证券投资基金每 10 股派 1.80 元；持有首发后限售股、股权激励限售股及无限售流 通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴个人所得税，待个人转 让股票时，根据其持股期限计算应纳税额 【注】 ；持有首发后限售股、股权激励限售股 及无限售流通股的证券投资基金所涉红利税，对香港投资者持有基金份额 ...

Market Overview - The seasoning and fermentation sector experienced a slight decline of 0.14% on January 8, with Day Chen Co. leading the drop [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] Stock Performance - Anji Food (603696) saw a significant increase of 10.02%, closing at 23.16 with a trading volume of 406,400 shares and a transaction value of 889 million [1] - Other notable performers included ST Jiajia (002650) with a rise of 2.87% and Zhu Laoliu (920726) with an increase of 1.94% [1] - Conversely, Day Chen Co. (603755) led the decline with a drop of 1.62%, closing at 37.10 [2] Capital Flow - The seasoning and fermentation sector had a net inflow of 40.61 million from institutional investors, while retail investors saw a net inflow of 8.55 million [2] - However, speculative funds experienced a net outflow of 49.16 million [2] Individual Stock Capital Flow - Anji Food (603696) had a net inflow of 109 million from institutional investors, but a net outflow of 49.45 million from speculative funds [3] - ST Jiajia (002650) reported a net inflow of 7.21 million from institutional investors, while experiencing a net outflow of 4.04 million from speculative funds [3] - Other stocks like Fuling Pickles (002507) and Tianwei Food (603317) also showed varied capital flows, with Fuling Pickles having a net inflow of 5.12 million from institutional investors [3]

Core Viewpoint - Fuling Zhacai (002507) announced that high-level executives can resign due to personal reasons, and the resignation becomes effective upon submission to the board of directors [1] Group 1 - The company responded to investor inquiries on an interactive platform regarding executive resignations [1] - The resignation process is in accordance with company law, indicating a structured governance framework [1]

Market Overview - The seasoning and fermentation sector experienced a slight decline of 0.07% on January 7, with Day Chen Co. leading the drop [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the seasoning and fermentation sector included: - ST Jiajia (002650) with a closing price of 6.62, up 5.08% on a trading volume of 79,000 shares and a turnover of 51.33 million yuan [1] - Baoli Food (603170) closed at 15.22, up 2.35% with a trading volume of 71,400 shares and a turnover of 110 million yuan [1] - Zhu Laoliu (920726) closed at 21.64, up 1.69% with a trading volume of 59,300 shares and a turnover of 129 million yuan [1] - Decliners included: - Day Chen Co. (603755) closed at 37.71, down 2.05% with a trading volume of 13,600 shares and a turnover of 51.77 million yuan [2] - Jialong Co. (002495) closed at 2.66, down 1.85% with a trading volume of 262,500 shares and a turnover of 70.03 million yuan [2] Capital Flow - The seasoning and fermentation sector saw a net outflow of 68.39 million yuan from institutional investors, while retail investors contributed a net inflow of 76.92 million yuan [2] - The capital flow for key stocks showed: - ST Jiajia had a net inflow of 7.70 million yuan from institutional investors, but a net outflow of 4.71 million yuan from speculative funds [3] - Hai Tian Flavor Industry (603288) had a net inflow of 7.52 million yuan from institutional investors, with a significant outflow of 38.87 million yuan from speculative funds [3]

Core Insights - The mergers and acquisitions (M&A) in the Chinese food industry in 2025 are characterized by a focus on necessary integrations rather than large-scale deals, reflecting a shift towards survival in a saturated market [1] Group 1: Snack Industry Developments - Wanchen Group has transformed from a grassroots brand into a significant capital player, acquiring 49% of Nanjing Wanyou for 1.379 billion yuan, which is crucial for its brand integration strategy [2][3] - Nanjing Wanyou, under the "Good Idea" brand, generated 4.1 billion yuan in revenue in the first five months of 2025, highlighting its importance in Wanchen's portfolio [2] - The rapid expansion strategy of Wanchen has slowed significantly, with daily store openings dropping from 26 to less than 7, indicating market saturation and operational challenges [4] Group 2: Dairy Industry Trends - New Hope Dairy's acquisition of Fuzhou Aoni has taken six years to finalize, reflecting a cautious approach in a changing dairy market [7][9] - The acquisition is seen as a strategic move to solidify New Hope's presence in the southern market, but the company has shifted its focus from aggressive acquisitions to more sustainable growth strategies [9] - Junyao Health has adopted a different strategy by acquiring Runying Biotechnology, focusing on probiotic products, which saw a 60% revenue increase in the first three quarters of 2025 [9][10] Group 3: New Tea Beverage Sector - Mixue Ice City has made headlines by acquiring a 53% stake in the craft beer brand "Xianpi Fulu Jia" for nearly 300 million yuan, aiming to create a "day tea, night beer" business model [11][13] - The acquisition has faced criticism for its high premium, but the company leverages its extensive cold chain logistics to address the challenges of craft beer distribution [11] - In contrast, Heytea has paused its expansion plans, reflecting the industry's struggle with over-saturation and declining profitability [13] Group 4: Condiment Industry Challenges - Fuling Mustard's attempt to acquire Sichuan Weizimei has failed due to valuation disagreements, highlighting the difficulties traditional food companies face in finding growth opportunities [14][16] - The condiment industry is experiencing stagnation, with Fuling Mustard holding significant cash but struggling to identify viable growth avenues [16] - Industry leader Haitian Flavoring has opted for a Hong Kong listing to enhance its international presence and repair its reputation following regulatory challenges [16] Group 5: Overall Industry Trends - The 2025 M&A wave in the Chinese food and beverage sector reflects a broader theme of disillusionment, with consumers prioritizing value over brand prestige [17] - Companies are increasingly focusing on cost efficiency and profitability, as evidenced by Wanchen's and New Hope's strategic shifts [17] - The industry is moving towards consolidation, with larger firms dominating the market and employing data-driven strategies to optimize costs across the supply chain [17][18]

Core Viewpoint - The company announced the resignation of its Executive Vice President, Dai Furong, effective from January 5, 2026, due to personal reasons [1] Company Summary - Dai Furong will no longer hold any position within the company following his resignation [1] - As of the announcement date, Dai Furong does not hold any shares in the company [1]

Group 1 - China National Airlines' wholly-owned subsidiary Easerich Investments Inc. plans to sell approximately 1.61% stake in Cathay Pacific Airways through a block trade on the Hong Kong stock market at a price of HKD 12.22 per share, with an expected total transaction amount of HKD 1.321 billion [1][1][1] Group 2 - Fuling Zhacai's Dai Furong has applied to resign from the position of Executive Vice President for personal reasons and will no longer hold any position within the company after leaving [1][1][1]

Group 1 - Fuling Zhacai announced the resignation of its Executive Vice President, Dai Furong, effective from January 5, 2026, due to personal reasons [1] - Following his resignation, Dai Furong will no longer hold any position within the company [1] Group 2 - The automotive market is experiencing a surge at the beginning of 2026, with BMW's original guide price of 349,900 yuan now at 225,000 yuan, and multiple car manufacturers offering subsidies for purchase taxes [1] - Sales activity in the automotive sector is reported to be extremely busy, with sales personnel working continuously without breaks [1]

证券代码：002507 证券简称：涪陵榨菜 公告编号：2026-001 重庆市涪陵榨菜集团股份有限公司 关于公司常务副总经理离任的公告 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、离任情况 重庆市涪陵榨菜集团股份有限公司（以下简称"公司"）于 2026 年 1 月 5 日收到 公司常务副总经理代富荣先生的辞职申请，代富荣先生因个人原因申请不再担任公司 常务副总经理职务，该申请自送达董事会之日起生效。代富荣先生离任后，将不再担 任公司任何职务。 2026 年 1 月 6 日 二、备查文件 1.代富荣先生辞职申请。 特此公告。 重庆市涪陵榨菜集团股份有限公司 董事会 截至本公告日，代富荣先生未持有公司股份。代富荣先生不存在应当履行而未履 行的承诺事项，辞去公司常务副总经理职务后，将继续遵守《公司法》《公司章程》 等相关法律法规和规范性文件的规定。 ...

投资者： 您好！请问第三季度公司货币资金有多少？中期分红为何难产？做为一家经营大众消费品的 公司，面对的是个体顾客也可能是个人股东，市值跌至仅150亿，损害全体股东利益，公司高管和国资 背景的大股东应有魄力，尽快拿出具体措施维护股东利益！ 截至2025年12月30日收盘，涪陵榨菜(002507)报收于12.94元，下跌0.15%，换手率0.72%，成交量8.31万 手，成交额1.08亿元。 董秘最新回复 投资者： 贵公司一直高喊每年增加分红金额，来回报投资者，请问这个每年增加分红，以后会一直保 持吗。 董秘： 您好，公司一直以来根据分红规划与实际情况制定分红方案，旨在为股东提供长期、稳定提升 的分红回报，感谢您的关注。 董秘： 您好，第三季度货币资金情况请见公司于2025年10月25日披露在巨潮资讯网上的《2025年第三 季度报告》，公司正在积极筹备半年度分红事项，待各事项完成后公司将及时进行公告。二级市场股价 波动受多重因素影响，公司将继续做好主业、做大基本盘，努力通过提升业绩持续回报股东，感谢您的 关注。 当日关注点 来自交易信息汇总：12月30日主力资金净流出375.56万元，游资资金净流入708.09 ...