Packaged Foods and Meats

YANKERSHOP

YANKERSHOP released FY2026 Q1 earnings on April 28 Pre-Market (BJT), actual revenue CNY 1.583 B (forecast CNY 1.626 B), actual EPS CNY 0.85 (forecast CNY 0.75)

YANKERSHOP to Release FY2026 Q1 Earnings on April 29 Pre-Market (BJT), Forecast Revenue CNY 1.626 B, EPS CNY 0.75

YANKERSHOP released FY2025 earnings on April 7 After-Market (BJT), actual revenue CNY 5.762 B (forecast CNY 6.046 B), actual EPS CNY 2.78 (forecast CNY 2.9719)

YANKERSHOP released FY2025 Q4 earnings on April 7 After-Market (BJT), actual revenue CNY 1.335 B (forecast CNY 1.517 B), actual EPS CNY 0.5383 (forecast CNY 0.7371)

YANKERSHOP to Release FY2025 Earnings on April 8 After-Market (BJT), Forecast Revenue CNY 6.046 B, EPS CNY 2.9719

YANKERSHOP released FY2025 9 Months Earnings on October 27 After-Market (BJT), actual revenue CNY 4.427 B, actual EPS CNY 2.2279

YANKERSHOP released FY2025 Q3 earnings on October 27 After-Market (BJT), actual revenue CNY 1.486 B (forecast CNY 1.597 B), actual EPS CNY 0.8479 (forecast CNY 0.7576)

YANKERSHOP to Release FY2025 Q3 Earnings on October 28 After-Market (BJT), Forecast Revenue CNY 1.597 B, EPS CNY 0.7576

YANKERSHOP released FY2025 Semi-Annual Earnings on August 20 After-Market (BJT), actual revenue CNY 2.941 B, actual EPS CNY 1.38

YANKERSHOP released FY2025 Q2 earnings on August 20 After-Market (BJT), actual revenue CNY 1.403 B (forecast CNY 1.469 B), actual EPS CNY 0.7199 (forecast CNY 0.73)

YANKERSHOP to Release FY2025 Semi-Annual Earnings on August 21, 2025 (BJT)

Saltin Co., Ltd. Executives Reduce Shareholding

Three Executives of Yanjin Food Plan to Reduce Holdings by No More Than 2.04%

Saltin's ESG Rating by Huazheng Index is BBB

Yanjinpuzi Establishes First Overseas Factory in Thailand to Promote Supply Chain and Brand Expansion

Yanjinpuzi Invests $30 Million to Expand Thai Production Base

Saltin Snacks Collaborates with Liubiju and Ssamzie Foods on Flavor-Featured Seaweed Snacks

Yanjinzhu Co. Applies for New Trademark Registrations

Huansan Securities Gives Saltinpu a Buy Rating

Yanjinzhipu Reports Revenue Record in 2024

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Revenue growth slows to single digits

Wallstreetcn

YANKERSHOP's "Streamlining": Contracting E-commerce and Solidifying Hero Products

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Consumer stocks such as food and dairy have fluctuated and strengthened, Zhuangyuan Pasture surged to the limit, LYFEN previously hit the limit, and Royal Group, Bestore, XIANGPIAOPIAO, YANKERSHOP, and others followed suit

LYFEN

Royal Group

Bestore

XIANGPIAOPIAO

Zhuangyuan Pasture

According to the Zhitong Finance APP, YANKERSHOP released its third-quarter report for 2025. In the first three quarters, the company achieved an operating income of 4.427 billion yuan, a year-on-year increase of 14.67%. The net profit attributable to shareholders of the listed company was 605 million yuan, a year-on-year increase of 22.63%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 554 million yuan, a year-on-year increase of 30.54%

Zhitong

YANKERSHOP released its performance for the first three quarters, with a net profit attributable to the parent company of 605 million yuan, a year-on-year increase of 22.63%

UBS believes that the Chinese snack market is undergoing structural changes in its channels, with clear trends of fragmentation and decentralization. The rise of emerging channels such as snack discount stores, content e-commerce, and overseas markets injects new opportunities into the industry. The remarkable rise of snack discount stores is particularly notable, with a compound annual growth rate of 38% from 2019 to 2024, and it is predicted that the number of stores will exceed 70,000 in the future, indicating a 30% expansion potential

Channel transformation! New opportunities in China's snack industry have arrived

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Guosheng Securities released a research report indicating that in the first half of 2025, the overall revenue of the snack sector will decline by 2.2% year-on-year, and the net profit attributable to the parent company will decrease by 40.3%. Although channel benefits still exist, they are marginally shrinking, and companies need to rely on creating blockbuster products and expanding channels to drive growth. There are differentiated developments among companies in the industry, with those able to achieve product and channel increments having higher growth potential. Overall gross profit margins are declining, increasing profit pressure

Three Squirrels

JINZAI FOOD

HAOXIANGNI

YouYou Foods

Guosheng Securities: The channel dividends in the snack sector are narrowing, leading to differentiated industry growth

YANKERSHOP expects the konjac category to maintain a high growth rate in the next 3-5 years, as it meets consumer demand for healthy snacks. Despite the high volatility in raw material prices, the company has a cost advantage due to the upstream layout of its controlling shareholder. From 2025 to 2027, the company will deepen its core product strategy for the "Big Demon" sesame-flavored beef tripe and plans to increase market expenditure in the second half of the year to enhance brand exposure and sales rate

YANKERSHOP: It is expected that the konjac category will still have a high growth rate in the next 3 to 5 years

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According to Wind data, on August 21, a total of 131 stocks received buy ratings from brokerages, of which 38 stocks announced target prices. The target price increases for HMD, YTH, and Nanjing Steel were 65.18%, 55.96%, and 51.04%, respectively. The ratings for 122 stocks remained unchanged, while 9 stocks received ratings for the first time. YANKERSHOP, Gigabyte, and Kingsoft Office attracted attention from multiple brokerages, receiving ratings from 8, 3, and 3 brokerages, respectively. The sectors with the highest number of buy-rated stocks were materials II, capital goods, food, beverages, and tobacco

131 stocks received buy ratings from brokerages, and HMD's target price increase reaches 65.18%

YANKERSHOP released its 2025 semi-annual report, with operating revenue of 2.941 billion yuan, a year-on-year increase of 19.58%; net profit attributable to the parent company of 373 million yuan, a year-on-year increase of 16.70%; net profit excluding non-recurring gains and losses of 334 million yuan, a year-on-year increase of 22.50%; basic earnings per share of 1.39 yuan

YANKERSHOP released its performance for the first half of the year, with a net profit attributable to the parent company of 373 million yuan, a year-on-year increase of 16.70%

YANKERSHOP: Net profit in the first half of the year was 370 million yuan, a year-on-year increase of 16.70%

YANKERSHOP(002847.SZ)