603057 紫燕食品
已收盘 09-28 15:00:00
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紫燕食品:公司已与老韩煸鸡、京脆香等品牌进行战略合作,目前合作进展顺利
证券之星 · 09-27
紫燕食品:公司已与老韩煸鸡、京脆香等品牌进行战略合作,目前合作进展顺利
餐饮业复苏,紫燕食品二季度业绩增速却回落,重心难走出华东“大本营”
时代周报 · 09-26
餐饮业复苏,紫燕食品二季度业绩增速却回落,重心难走出华东“大本营”
紫燕食品上市一周年,多元化战略布局逐见成效
中新经纬 · 09-26
紫燕食品上市一周年,多元化战略布局逐见成效
紫燕食品上市一周年,数字化与供应链升级领跑佐餐卤味赛道
和讯股票 · 09-25
紫燕食品上市一周年,数字化与供应链升级领跑佐餐卤味赛道
戈吴超任董事长后首个动作:紫燕食品投资京脆香,后者多次被起诉
子弹财经 · 09-19
戈吴超任董事长后首个动作:紫燕食品投资京脆香,后者多次被起诉
紫燕食品09月08日遭主力抛售73万元 环比增加461.54%
自选股智能写手 · 09-08
紫燕食品09月08日遭主力抛售73万元 环比增加461.54%
紫燕食品与京脆香签署战略合作协议,共话中国餐饮行业新发展
和讯 · 09-07
紫燕食品与京脆香签署战略合作协议,共话中国餐饮行业新发展
卤味企业上半年业绩表现:周黑鸭业绩增长,绝味食品和紫燕食品业绩上涨,但面临门店扩张和客单价问题
和讯网 · 08-28
卤味企业上半年业绩表现:周黑鸭业绩增长,绝味食品和紫燕食品业绩上涨,但面临门店扩张和客单价问题
紫燕食品08月21日遭主力抛售257万元 环比增加5040.00%
自选股智能写手 · 08-21
紫燕食品08月21日遭主力抛售257万元 环比增加5040.00%
国元证券给予紫燕食品增持评级,紫燕食品半年报点评:积极开店,利润水平提升
每日经济新闻 · 08-21
国元证券给予紫燕食品增持评级,紫燕食品半年报点评:积极开店,利润水平提升
紫燕食品(603057)2023年中报点评:拓店进展顺利,期待利润弹性持续释放
中信证券 · 08-16
紫燕食品(603057)2023年中报点评:拓店进展顺利,期待利润弹性持续释放
财报2023|线下餐饮复苏,紫燕食品为何没成为受益者
华尔街见闻 · 08-16
财报2023|线下餐饮复苏,紫燕食品为何没成为受益者
紫燕食品08月15日主力资金流出45万元 连续3日减仓
自选股智能写手 · 08-15
紫燕食品08月15日主力资金流出45万元 连续3日减仓
紫燕食品(603057):23H1门店数量同比+12% 净利率提升明显
海通证券 · 08-15
紫燕食品(603057):23H1门店数量同比+12% 净利率提升明显
紫燕食品(603057):原材料成本下行 看好业绩弹性释放
广发证券股份有... · 08-15
紫燕食品(603057):原材料成本下行 看好业绩弹性释放
紫燕食品(603057):拓店引领收入增长 品牌赋能长期盈利弹性
浙商证券股份有... · 08-15
紫燕食品(603057):拓店引领收入增长 品牌赋能长期盈利弹性
紫燕食品:业绩说明会定于8月23日举行
每日经济新闻 · 08-14
紫燕食品:业绩说明会定于8月23日举行
紫燕食品08月14日遭主力抛售250万元 环比增加1288.89%
自选股智能写手 · 08-14
紫燕食品08月14日遭主力抛售250万元 环比增加1288.89%
紫燕食品:已与老韩煸鸡进行战略合作,目前合作进展顺利
界面 · 08-14
紫燕食品:已与老韩煸鸡进行战略合作,目前合作进展顺利
紫燕食品(603057):收入分化承压 成本弹性释放
长江证券股份有... · 08-14
紫燕食品(603057):收入分化承压 成本弹性释放
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公司概况
公司名称:
上海紫燕食品股份有限公司
所属行业:
农副食品加工业
上市日期:
2022-09-26
主营业务:
上海紫燕食品股份有限公司主营业务为卤制食品的研发、生产和销售,主要产品为夫妻肺片、百味鸡、藤椒鸡等以鸡、鸭、牛、猪等禽畜产品以及蔬菜、水产品、豆制品为原材料的卤制食品,应用场景以佐餐消费为主、休闲消费为辅,主要品牌为“紫燕”。公司多次荣获由上海市食品协会及上海市肉类行业协会等颁发的“冷链管理示范企业(熟食)”及“上海名优食品”等荣誉称号,荣获由中国连锁经营协会颁发的“商业特许经营体系评定企业AAAA级”及“2019年度中国优秀特许品牌奖”等荣誉称号。
发行价格:
15.15
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11:11","pubTimestamp":1695784274,"startTime":"0","endTime":"0","summary":"紫燕食品09月27日在投资者关系平台上答复了投资者关心的问题。公司已与老韩煸鸡、京脆香等品牌进行战略合作,目前合作进展顺利。未来,公司将在做强主业的基础上,积极探索第二增长曲线。感谢您对公司的关注!以上内容由证券之星根据公开信息整理,由算法生成,与本站立场无关。证券之星力求但不保证该信息全部或者部分内容的的准确性、完整性、有效性、及时性等,如存在问题请联系我们。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202309271128228407db46&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:00","pubTimestamp":1695729605,"startTime":"0","endTime":"0","summary":"目前,卤味食品行业的四家企业均已交出中报成绩单。而紫燕食品第二季度营收、净利润的同比增长率反而不及第一季度,表现差于绝味食品。值得一提的是,紫燕食品的预包装产品在过去三年业绩增长迅速。财报显示,2023年上半年,紫燕食品的营业成本同比上升1.3%,变动较小。紫燕食品的经销商收入占比常年在九成上下,对其重要性不言而喻。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230926200041826bbfe5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:13","pubTimestamp":1695698004,"startTime":"0","endTime":"0","summary":"2023年9月26日,紫燕食品上市一周年时点。上市一周年,紫燕交出了一份较为可观的“成交单”。成绩的背后也蕴含着紫燕所付出的努力:公司锚定产品矩阵、品牌、渠道多元化发展战略多管齐下,实现旗下卤味消费场景不断拓宽,品牌影响力持续提升。总的来说,伴随着产品、品牌、渠道多元化发展策略的逐见成效,紫燕过去一年在获得市场与消费者双重肯定的同时,继续巩固着佐餐卤味行业龙头地位。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230926111707826a3e4f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:17","pubTimestamp":1695611821,"startTime":"0","endTime":"0","summary":"凭借其佐餐卤制品的定位,成为“佐餐卤味第一股”。在卤制品行业内,卤味熟食分为休闲卤味和佐餐卤味。据了解,截至2023年6月30日,紫燕食品全国门店总数6137家,同比2022年末期的5695家门店,净增加442家门店,增速达12%。2023年上半年,紫燕食品实现营业收入17.43亿元,同比增长6.48%;归属于上市公司股东的净利润1.80亿元,同比增长55.11%;归属于上市公司股东的扣除非经常性损益的净利润1.42亿元,同比增长52.10%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023092511233082672d67&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023092511233082672d67&s=b","is_publish_highlight":false},{"id":"2368902809","title":"戈吴超任董事长后首个动作:紫燕食品投资京脆香,后者多次被起诉","url":"https://stock-news.laohu8.com/highlight/detail?id=2368902809","media":"子弹财经","top":-1,"share":"https://www.laohu8.com/m/news/2368902809?lang=zh_cn&edition=full","pubTime":"2023-09-19 20:59","pubTimestamp":1695128348,"startTime":"0","endTime":"0","summary":"9月19日消息,近期 紫燕食品 与烤鸭品牌京脆香举办了战略合作签约仪式,紫燕食品战略投资了京脆香,双方将在供应链建设、门店招商等多个关键领域展开深度合作。紫燕食品战略投资京脆香,也是戈吴超上任公司董事长之后的首个大动作。紫燕食品也有加盟管理经验,在这方面可以对京脆香有所帮助。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091921093983f1f21e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023091921093983f1f21e&s=b","is_publish_highlight":false},{"id":"2365881472","title":"紫燕食品09月08日遭主力抛售73万元 环比增加461.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2365881472","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2365881472?lang=zh_cn&edition=full","pubTime":"2023-09-08 15:21","pubTimestamp":1694157674,"startTime":"0","endTime":"0","summary":"09月08日, 紫燕食品股价跌0.26%,报收22.65元,成交金额903万元,换手率0.95%,振幅1.23%,量比0.38。紫燕食品今日主力资金净流出73万元,连续3日净流出,上一交易日主力净流出13万元,今日环比增加461.54%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为40.00%,平均跌幅为1.86%。该股近5个交易日下跌3.29%,主力资金累计净流入125万元;近20日主力资金累计净流出1637万元,其中净流出天数为16日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023090815313882368936&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023090815313882368936&s=b","is_publish_highlight":false},{"id":"2365888606","title":"紫燕食品与京脆香签署战略合作协议,共话中国餐饮行业新发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2365888606","media":"和讯","top":-1,"share":"https://www.laohu8.com/m/news/2365888606?lang=zh_cn&edition=full","pubTime":"2023-09-07 10:00","pubTimestamp":1694052010,"startTime":"0","endTime":"0","summary":"9月6日,紫燕食品与京脆香战略合作签约仪式正式举行。紫燕食品董事长戈吴超表示:“与京脆香的合作签约,不仅满足了紫燕自身业务发展的需要,更是顺应餐饮品牌多元化发展的趋势,为未来餐饮企业转型升级提供了发展新路径。”以此次签约仪式为新的起点,紫燕食品将与京脆香携手前行,开辟互利共赢新征程。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023090711024483c9e08e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023090711024483c9e08e&s=b","is_publish_highlight":false},{"id":"2362511014","title":"卤味企业上半年业绩表现:周黑鸭业绩增长,绝味食品和紫燕食品业绩上涨,但面临门店扩张和客单价问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2362511014","media":"和讯网","top":-1,"share":"https://www.laohu8.com/m/news/2362511014?lang=zh_cn&edition=full","pubTime":"2023-08-28 13:19","pubTimestamp":1693199955,"startTime":"0","endTime":"0","summary":"卤味企业上半年业绩表现近期,多家卤味企业发布了上半年的半年报和盈利预告。门店扩张、单店表现不佳以及不断增长的客单价可能会阻碍卤味企业重回增长轨道。周黑鸭的业绩表现周黑鸭在2022年净利润同比下滑92.6%,但在2023年上半年实现了收入和净利润的增长。门店扩张和客单价问题卤味企业们目前还在进行门店扩张,但一些门店的表现或不及市场预期。周黑鸭的客单价为62.01元,相比去年同期高了近3元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230828132921820e54eb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230828132921820e54eb&s=b","is_publish_highlight":false},{"id":"2361528890","title":"紫燕食品08月21日遭主力抛售257万元 环比增加5040.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2361528890","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2361528890?lang=zh_cn&edition=full","pubTime":"2023-08-21 15:19","pubTimestamp":1692602387,"startTime":"0","endTime":"0","summary":"08月21日, 紫燕食品股价跌1.19%,报收24.09元,成交金额1728万元,换手率1.69%,振幅2.63%,量比0.81。紫燕食品今日主力资金净流出257万元,上一交易日主力净流出5万元,今日环比增加5040.00%。该股近5个交易日下跌2.98%,主力资金累计净流入29万元;近20日主力资金累计净流入95万元,其中净流入天数为8日。该股主力净额占比0.25%,A股市场排名4858/5000,低于行业平均值。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082115274782ec6a71&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082115274782ec6a71&s=b","is_publish_highlight":false},{"id":"2361543958","title":"国元证券给予紫燕食品增持评级,紫燕食品半年报点评:积极开店,利润水平提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2361543958","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2361543958?lang=zh_cn&edition=full","pubTime":"2023-08-21 11:13","pubTimestamp":1692587580,"startTime":"0","endTime":"0","summary":"国元证券08月21日发布研报称,给予紫燕食品(603057.SH,最新价:24.41元)增持评级。评级理由主要包括:1)公司是佐餐卤制品领军企业,成功打造“夫妻肺片”明星大单品,凝聚力卓越;2)放手使用前员工加盟商,全国化开店加速。风险提示:食品安全风险、原材料价格上涨风险、消费场景波动风险。。AI点评:紫燕食品近一个月获得4份券商研报关注,买入2家,增持2家。(文章来源:每日经济新闻)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082111162181fafeea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082111162181fafeea&s=b","is_publish_highlight":false},{"id":"2359876045","title":"紫燕食品(603057)2023年中报点评:拓店进展顺利,期待利润弹性持续释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2359876045","media":"中信证券","top":-1,"share":"https://www.laohu8.com/m/news/2359876045?lang=zh_cn&edition=full","pubTime":"2023-08-16 11:42","pubTimestamp":1692157337,"startTime":"0","endTime":"0","summary":"2023H1高基数下公司收入增速放缓,受益成本回落利润弹性显著。2023H1公司实现收入17.4亿元、同比+6.5%,归母净利润1.8亿元、同比+55.1%,扣非净利润1.4亿元、同比+52.1%。拓店顺利,高基数致店效下滑。2023H1公司毛利率21.1%、同比+4.0Pcts,受益于进口牛肉价格持续下行,2023H1公司成本压力大幅缓解。此外,2023H1公司推出乐山钵钵鸡、爽口蹄花、手撕鸡等新品,研发端持续发力有望长期提振店效。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081611591682862679&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081611591682862679&s=b","is_publish_highlight":false},{"id":"2359786888","title":"财报2023|线下餐饮复苏,紫燕食品为何没成为受益者","url":"https://stock-news.laohu8.com/highlight/detail?id=2359786888","media":"华尔街见闻","top":-1,"share":"https://www.laohu8.com/m/news/2359786888?lang=zh_cn&edition=full","pubTime":"2023-08-16 10:14","pubTimestamp":1692152060,"startTime":"0","endTime":"0","summary":"并非所有食品企业都会在线下餐饮复苏中受益。在2022年鸭苗大幅涨价前,紫燕食品的净利率长期低于绝味食品,2021年二者分别为11.26%和14.77%。紫燕食品的经销商模式或正成为其扩张的另一弊端。2022年,紫燕食品的前五大客户贡献了59.04%的营收,反观绝味食品仅为3.2%,紫燕食品对一众大商的依赖不言而喻。2020年至2022年,紫燕食品给经销商的预提返利费用从1.1亿元降低至2512万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308161014358285c8d8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202308161014358285c8d8&s=b","is_publish_highlight":false},{"id":"2359894309","title":"紫燕食品08月15日主力资金流出45万元 连续3日减仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2359894309","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2359894309?lang=zh_cn&edition=full","pubTime":"2023-08-15 15:18","pubTimestamp":1692083910,"startTime":"0","endTime":"0","summary":"08月15日, 紫燕食品股价跌1.57%,报收24.44元,成交金额2207万元,换手率2.14%,振幅2.90%,量比0.77。紫燕食品今日主力资金净流出45万元,连续3日净流出,上一交易日主力净流出250万元,今日环比减少82.00%。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为44.44%,平均跌幅为1.86%。该股近5个交易日下跌6.43%,主力资金累计净流出587万元;近20日主力资金累计净流出759万元,其中净流出天数为13日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081515243680684fef&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081515243680684fef&s=b","is_publish_highlight":false},{"id":"2359953308","title":"紫燕食品(603057):23H1门店数量同比+12% 净利率提升明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2359953308","media":"海通证券","top":-1,"share":"https://www.laohu8.com/m/news/2359953308?lang=zh_cn&edition=full","pubTime":"2023-08-15 14:34","pubTimestamp":1692081261,"startTime":"0","endTime":"0","summary":"23H1 扣非后归母净利润同比+52.1%。2023H1 随着社会全年恢复常态化运行,公司紧抓复苏机遇,实现业绩与利润双增长。23H1 公司营收17.43 亿元,同增6.48%,归母净利润1.8 亿元,同增55.11%,扣非后归母净利润1.42亿元,同增52.1%,经营性现金流量净额3.29 亿元,同增144.15%。单季度看,23Q2 公司营收9.88 亿元,同增1.48%,归母净利润1.35 亿元,同增53.47%,经营性现金流量净额2.82 亿元,同增86.81%。23Q2 毛利率、净利率提升明显。23H1 夫妻肺片收入占比为31.59%。23H1 华东收入占比为70.25%。23H1 门店净增加442 家。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081514342684170a17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081514342684170a17&s=b","is_publish_highlight":false},{"id":"2359692738","title":"紫燕食品(603057):原材料成本下行 看好业绩弹性释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2359692738","media":"广发证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2359692738?lang=zh_cn&edition=full","pubTime":"2023-08-15 10:31","pubTimestamp":1692066662,"startTime":"0","endTime":"0","summary":"上半年紫燕净开店442 家,截止23H1 共6137 家门店,同比+12%。受益于原材料成本下行和提价效应,23Q2 公司毛利率同比+5.40pct 至22.99%。门店稳步扩张,看好全年业绩弹性。业绩方面,23 年以来主要原材料价格回落,预计全年成本压力有望持续缓解,带动业绩弹性释放。预计紫燕食品23-25 年收入为40.08/48.31/56.67 亿元,同比增长11.26%/20.54%/17.30%;归母净利润为3.98/4.76/5.66 亿元,同比增长79.37%/19.71%/18.82%,对应23-25 年PE 估值为27/22/19 倍。参考可比公司,给予公司23 年30倍PE 估值,对应合理价值28.97 元/股,维持“买入”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230815103107841662ab&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230815103107841662ab&s=b","is_publish_highlight":false},{"id":"2359885207","title":"紫燕食品(603057):拓店引领收入增长 品牌赋能长期盈利弹性","url":"https://stock-news.laohu8.com/highlight/detail?id=2359885207","media":"浙商证券股份有...","top":-1,"share":"https://www.laohu8.com/m/news/2359885207?lang=zh_cn&edition=full","pubTime":"2023-08-15 00:00","pubTimestamp":1692028800,"startTime":"0","endTime":"0","summary":"2023H1 公司实现收入17.43 亿元,同比增长6%,实现归母净利润1.80 亿元,同比增长55%,实现扣非净利润1.42 亿元,同比增长52%。2)2023Q2 单季公司实现收入9.88 亿元,同比增长1%,实现归母净利润1.35 亿元,同比增长53%。收入增长主要源于门店的稳步扩张,利润增速快于收入主要源于毛利率的大幅提升。Q2 毛利率大幅改善,控费水平持续稳健1) 毛利率方面,2023Q2 实现毛利率22.99%, 同比/环比分别大幅改善5.40pcts/4.30pcts,我们预计主要得益于牛肉、猪肉等原材料成本的修复。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081507331182820791&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081507331182820791&s=b","is_publish_highlight":false},{"id":"2359947834","title":"紫燕食品:业绩说明会定于8月23日举行","url":"https://stock-news.laohu8.com/highlight/detail?id=2359947834","media":"每日经济新闻","top":-1,"share":"https://www.laohu8.com/m/news/2359947834?lang=zh_cn&edition=full","pubTime":"2023-08-14 23:25","pubTimestamp":1692026752,"startTime":"0","endTime":"0","summary":"每经AI快讯,紫燕食品8月14日晚间发布公告称,公司2023年半年度业绩说明会定于2023年08月23日上午11:00-12:00,以上证路演中心网络互动的形式进行。出席本次业绩说明会的人员有:董事长、总经理戈吴超,董事会秘书、财务总监曹澎波,独立董事刘长奎。2022年1至12月份,紫燕食品的营业收入构成为:卤制食品销售占比94.74%,其他占比2.72%,加盟商管理占比1.56%。紫燕食品的董事长、总经理均是戈吴超,男,34岁,学历背景为本科。每经头条(nbdtoutiao)——单日播放指数峰值一度超《狂飙》,这是今年暑假最火的电视剧……(记者 蔡鼎)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230814232608841527c9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230814232608841527c9&s=b","is_publish_highlight":false},{"id":"2359882422","title":"紫燕食品08月14日遭主力抛售250万元 环比增加1288.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2359882422","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2359882422?lang=zh_cn&edition=full","pubTime":"2023-08-14 15:19","pubTimestamp":1691997569,"startTime":"0","endTime":"0","summary":"08月14日, 紫燕食品股价跌2.09%,报收24.83元,成交金额4321万元,换手率4.18%,振幅3.27%,量比1.56。紫燕食品今日主力资金净流出250万元,上一交易日主力净流出18万元,今日环比增加1288.89%。该股近5个交易日下跌4.94%,主力资金累计净流出340万元;近20日主力资金累计净流出1308万元,其中净流出天数为13日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081415265183822e81&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:01","pubTimestamp":1691992901,"startTime":"0","endTime":"0","summary":"紫燕食品8月14日在互动平台表示,公司已与老韩煸鸡进行战略合作,目前合作进展顺利。未来,公司将在现有优势基础上,不断增强市场开拓能力和产品生产研发能力,进一步优化公司现有产品结构、提升主营产品的市场占有率和行业地位。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081414014182ea13af&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081414014182ea13af&s=b","is_publish_highlight":false},{"id":"2359888784","title":"紫燕食品(603057):收入分化承压 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