小龙衔禧辞旧岁，骏马踏春送福来。 分红与回购历来是上市公司回报投资者的重要方式，如今，越来越多企业将投资者关怀融入日常、落到 常年，以特色产品、专属权益、体验服务等 "花式宠粉"，与投资者共享发展红利、传递品牌温度。本 期策划，我们盘点上市公司近年来 "请你吃、请你喝、请你玩" 的暖心福利，一起感受资本市场更具烟 火气的投资者关怀。 本期"上市公司请你吃"，为大家细数这些年为股东送上香菇酱、火腿、面条等特色好礼的上市公司，解 锁这份专属于投资者的福利。 整体来看，自2022年以来，涉及食品饮料、农林牧渔、社会服务、商贸零售等行业的23家公司向投资者 赠送公司特有产品或提供专属购买权益。 其中，6家多次开展回馈活动。盖世食品、仲景食品自2022年以来均开展了4次回馈活动，2家公司赠送 对象均为公司全体股东，盖世食品向符合条件的股东赠送盖世2025消暑礼盒、盖世露营礼盒、盖世煮海 鲜礼盒等产品；仲景食品向符合条件的股东赠送仲景香菇酱、仲景香菇贡菜、产品礼包等产品。 全聚德2023年以来多次开展回馈活动，主要向股东赠送权益卡，用于购买自营产品。另外，寿仙谷、五 芳斋、洽洽食品向股东赠送专属权益卡、粽子礼盒、定制礼盒 ...

Core Viewpoint - The report highlights the growth and development prospects of the agricultural and sideline food processing industry in China, indicating a slight increase in the number of enterprises in this sector from the previous year [1] Industry Summary - As of January to December 2025, the number of enterprises in the agricultural and sideline food processing industry reached 26,875, an increase of 367 enterprises compared to the same period last year, representing a year-on-year growth of 1.38% [1] - This sector accounts for 5.11% of the total industrial enterprises in China [1] Company Summary - The report mentions several listed companies in the food processing sector, including Hezhimian (000716), Shuanghui Development (000895), Qianwei Yangchun (001215), and others, indicating a diverse range of players in the market [1] - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research reports and tailored consulting services [1]

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.05%, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.32% [1] - The total market turnover reached 2.16 trillion yuan, an increase of 159.7 billion yuan compared to the previous trading day, with nearly 3,300 stocks declining [1] Sector Performance - The computing power leasing concept stocks performed strongly, with major players like Dazhi Technology achieving a four-day consecutive rise, and companies such as Capital Online and Yuke Technology hitting the daily limit [2][6] - The liquid cooling concept stocks also saw significant gains, with Shunling Environment rising over 17% and Fangsheng Co. increasing over 14% [4][6] - The CPO concept was active, with Tianfu Communication rising over 14% and several other stocks in the sector also performing well [7] Notable Stocks - Yuke Technology (688158) rose to 45.05 yuan, up 20.01% [5] - Shunling Environment (301018) reached 88.94 yuan, up 17.43% [5] - Fangsheng Co. (300249) increased to 31.40 yuan, up 14.85% [5] - Dazhi Technology (600589) saw a rise of 10% [7] Weak Sectors - The film and media sector experienced a downturn, with stocks like Hengdian Film and Bona Film hitting the daily limit down, and others like Huayi Brothers and Happiness Blue Sea also declining significantly [10][11] - The retail and food and beverage sectors showed poor performance, with companies like Hai Xin Food hitting the daily limit down [14] Future Outlook - The market is expected to enter a phase of consolidation as the pace of growth in technology and non-ferrous sectors slows down, with trading activity likely to decrease as the Spring Festival approaches [14] - There is an anticipation of a "holiday effect" as the market approaches the holiday season, with potential for stronger performance post-holiday [14]

Group 1 - The core viewpoint of the article indicates that the beef market is entering a new upward cycle driven by policies, capacity adjustments, and demand recovery, particularly as the Spring Festival approaches, leading to a seasonal price increase [1][2] - The average price of beef in China's wholesale markets was reported at 66.13 yuan per kilogram on February 10, showing a slight increase from 65.94 yuan per kilogram on January 4 and 65.95 yuan per kilogram on February 2, reflecting a stable upward trend [1] - Analysts suggest that the beef industry is transitioning from a long-term downward trend, with the market expected to face a "high rebound, weak seasonality, and a weak market finish" in 2025 due to the interplay between ample supply and weak demand [1][2] Group 2 - The implementation of new import policies starting January 1, 2026, which will impose additional tariffs of 55% on beef imports beyond a specified quota, is expected to reduce import volumes and increase costs, thereby alleviating domestic supply pressure and supporting domestic beef prices [1][2] - Analysts from Guoxin Securities predict that the tightening of import policies will lead to a decrease in beef imports and an increase in domestic beef prices, creating a favorable environment for domestic beef producers [2] - The collaboration between Shandong Delisi Food Co., Ltd. and the internet platform Feixiong Lingxian represents a strategic move towards resource integration and upgrading within the industry, aiming to enhance the quality and cost-effectiveness of beef sourcing [3] Group 3 - The Chinese beef industry is at a critical juncture as it transitions between old and new cycles, with domestic production capacity expected to shrink and tightening import policies reducing the supply of low-cost beef [4] - As the macroeconomic environment stabilizes and restaurant consumption gradually recovers, demand for beef is anticipated to strengthen, benefiting various segments of the industry, including breeding, slaughtering, processing, and branding [4] - The optimization of industry structure and price recovery is likely to create new development opportunities for the beef sector [4]

Core Viewpoint - Company Wens Foodstuff Group is entering the pet food market by acquiring a stake in Qingdao Shuang'an Biotechnology Co., aiming to leverage synergies and enhance sustainable development capabilities amid declining profits in its main business [1][2]. Group 1: Investment Details - Wens Investment, a wholly-owned subsidiary of Wens Foodstuff Group, plans to invest up to 147 million yuan in Qingdao Shuang'an, acquiring 14.8684 million yuan of registered capital for 44.3854 million yuan and subscribing to an additional 34.4579 million yuan of registered capital for 103 million yuan [1]. - Post-transaction, Wens Investment will hold 48.18% of Qingdao Shuang'an, becoming its largest shareholder [1]. Group 2: Market Context - The pet food market in China is experiencing significant growth, with the urban pet consumption market surpassing 312.6 billion yuan in 2025, a 4.1% increase year-on-year, and the pet food market reaching 167.9 billion yuan, growing by 5.9% [2]. - The competitive landscape includes major foreign players like Mars and Nestlé Purina, as well as domestic brands such as Zhongchong Co., Guai Bao Pet, and Peidi Co., all vying for market share [2]. Group 3: Industry Trends - Major meat companies are recognizing opportunities in the pet food sector, with several, including Shengnong Development and Deli Foods, establishing joint ventures and production projects for pet food [3]. - Experts highlight that Wens Foodstuff Group's advantage lies in its upstream resources and established supply chain, allowing for cost control and quality assurance in pet food production [3].

温氏股份加入宠物食品混战。近日，温氏股份发布公告，公司全资子公司广东温氏投资有限公司（以下简称"温氏投资"）拟受让青岛双安生物科技有限公司 （以下简称"青岛双安"）部分股权并向其进行增资，进而切入宠物食品这一细分赛道。 公告显示，此次交易，温氏投资拟投资不超过1.47亿元。其中，温氏投资拟受让温润农科壹号（珠海）创业投资基金合伙企业（有限合伙）等4名交易对手 持有的青岛双安合计1486.84万元的注册资本，交易对价为4438.54万元。同时，温氏投资拟以1.03亿元认购青岛双安新增注册资本3445.79万元。交易完成 后，温氏投资将持有青岛双安48.18%的股权，成为其第一大股东。 公开信息显示，青岛双安是一家从事宠物食品业务的公司，成立于2010年，业务涉及宠物食品、宠物保健品研发生产及供应链服务和销售渠道运营等，打造 了黑鼻头、猫博士等自有品牌。2025年，青岛双安实现营收4.07亿元，净利润为1216.6万元。 对于此次投资，温氏股份称，旨在继续巩固现有主业优势的基础上，积极探索并布局具备协同效应及战略价值的优质细分赛道，提升公司可持续发展能力与 抗风险能力。这一选择或与其主业承压有关，业绩预告显示，由 ...

知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2016-2025年食品制造业企业数统计图 数据来源：国家统计局，智研咨询整理 上市公司：黑芝麻（000716），双汇发展（000895），千味央厨（001215），青岛食品（001219），三 全食品（002216），得利斯（002330），金字火腿（002515），洽洽食品（002557），克明食品 （002661），煌上煌（002695），海欣食品（002702），麦趣尔（002719），龙大美食（002726），桂 发祥（002820） 相关报告：智研咨询发布的《2026-2032年中国食品饮料制造行业发展动态及投资前景评估报告》 2025年1-12月，食品制造业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年起，规模 以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为11070个， 和上年同期相比 ...

Core Viewpoint - The company, Delisi, announced the receipt of a government subsidy of 20 million yuan, which is part of a total subsidy of 38 million yuan announced for 2025, significantly impacting its net profit [1] Group 1: Financial Impact - The received subsidy of 20 million yuan accounts for 59.40% of the most recent net profit attributable to shareholders [1] - The subsidy is related to revenue and will be included in the current period's profit and loss, with the specific impact to be determined upon annual audit [1]

Group 1 - The company announced on February 6 that it received a government subsidy of 38 million yuan, which accounts for 112.85% of the absolute value of the net profit attributable to shareholders for the most recent audited fiscal year [1] - The first tranche of the government subsidy, amounting to 20 million yuan, has been received, representing 59.40% of the absolute value of the net profit attributable to shareholders for the latest audited period [1]

证券代码：002330 证券简称：得利斯 公告编号：2026-008 山东得利斯食品股份有限公司 关于收到政府补助的进展公告 一、公司获得政府补助的进展情况 山东得利斯食品股份有限公司（以下简称"公司"）于 2025 年 12 月 27 日披 露了《关于收到政府补助的公告》（公告编号：2025-072），公司获得与收益相关 的政府补助 3,800 万元，占公司最近一个会计年度经审计归属于上市公司股东净利 润绝对值的 112.85%，款项尚未收到。 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。 近日，公司收到该次第一笔政府补助资金 2,000 万元，占公司最近一期经审计 归属于上市公司股东的净利润绝对值的 59.40%。 三、补助的类型及其对上市公司的影响 1、补助的类型 根据《企业会计准则第 16 号—政府补助》的规定，与资产相关的政府补助， 是指企业取得的、用于购建或以其他方式形成长期资产的政府补助；与收益相关的 政府补助，是指除与资产相关的政府补助之外的政府补助。公司本次获得的政府补 助不用于购建或以其他方式形成长期资产，故为与收益相关的政府补助。 2、 ...