002330 Shandong Delisi FoodWatchlist
Shandong Delisi Food News
The concept of A-share pork boosts Delice's impact on ups and downs
Glonghui, December 6 | Delis hit the ups and downs. Shennong Group and Yisheng shares surged by more than 5%, while Xinwufeng and Tang Renshen were ahead in gains. According to the news, the main pig futures contract quickly rose from a drop of nearly 3% to an increase of more than 2% in the intraday period. According to analysis by Shanxi Securities, 2024 may be the fourth “loss bottom” of the current cycle. This is the first time since 2006 that there have been four “bottom loss” cycles, and the cycle bottoming out is expected to gradually come to an end.
Delis (002330.SZ): Received a government subsidy of 6.206,000 yuan
On November 15, Gelonghui (002330.SZ) announced that the company received a total of 11.4 million rewards and supplements for the provincial modern agricultural industrial park project, accounting for 36.03% of the company's net profit attributable to shareholders of listed companies after the company's most recent audit. Recently, the company received the first amount of capital of 6.206,000 yuan from this subsidy, accounting for 19.61% of the company's net profit attributable to shareholders of listed companies after the company's latest audit. The company will promptly fulfill its obligation to disclose information based on subsequent payments. This subsidy is a government subsidy related to revenue, related to the company's daily business activities, and is not sustainable.
[BT Financial Report Instantaneous Analysis] Delis's 2023 Quarterly Report: The balance ratio has declined, and the prepared vegetable industry welcomes development dividends
This financial report was announced on 2023-10-27 22:10:59 Delis (stock code: 002330) is a food processing enterprise dedicated to providing consumers with safe, nutritious, healthy and convenient food. With the deep processing of meat products as the core, it has gradually expanded into the fine processing of beef products and the prepared vegetables industry. Delis pioneered innovative products such as low-temperature meat products, deacidified, detoxified, cooled meat, and fermented ham, and continuously promoted the high-quality development of the domestic meat products industry. In terms of assets and liabilities, at the end of the third quarter of 2023, Delis's total assets were 3.343 billion yuan, compared with the previous year
Delis (002330.SZ): Net profit for the third quarter was 2,562,700 yuan, up 57.17% year on year
On October 27, Gelonghui (002330.SZ) announced its report for the third quarter of 2023. Operating income for the reporting period was 770 million yuan, up 38.96% year on year; net profit attributable to shareholders of listed companies was 2,562,700 yuan, up 57.17% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was RMB 20.023 million, up 138.64% year on year; basic earnings per share was 0.0040 yuan.
Delis (002330) Company Incident Review Report: Channel and Capacity Construction Steadily Promoting Growth and Unleashing Potential
Incident On October 27, 2023, Delis released its report for the first three quarters of 2023. Investment highlights The third quarter results slightly exceeded expectations, and profitability increased steadily, and the total revenue for 2023Q1-Q3 was 2,313 billion yuan (same
Delice (002330.SZ): Signed a strategic cooperation agreement with Xinkuai to cooperate fully in product promotion, store construction, etc.
Glonghui, Oct. 9, 丨 Delice (002330.SZ) announced that recently, Shandong Delis Food Co., Ltd. and Qingdao Xinkai Import & Export Co., Ltd. (“Xinkai”) signed a “Strategic Cooperation Agreement”. The two sides will give full play to their respective advantages, cooperate fully in product promotion, store construction, etc., integrate resources, and comprehensively promote strategic cooperation. The two sides plan to carry out all-round cooperation according to business development needs, strengthen exchanges and collaboration, and jointly create opportunities for development. The two sides will give full play to their advantages in resources, capital, management, talents, markets, etc., strengthen their complementary advantages, and pursue common development and long-term cooperation
Delice (002330.SZ): No pig futures related business yet
GLONGHUI, September 20 | Delice (002330.SZ) said on the investor interactive platform that the company's pig sources are mainly purchased by the purchasing department from pig brokers and large breeding companies. The company has not carried out pig futures related business yet.
Delice (002330.SZ): Currently has a production capacity of 150,000 tons of prepared dishes
Glonghui, September 13 | Delice (002330.SZ) said on the investor interactive platform that the company currently has a production capacity of 150,000 tons of prepared dishes and has established long-term stable business cooperation with many catering chains, enterprises, institutions, school canteens, etc., to provide them with customized catering and product supply services.
Delice (002330) Company Information Update Report: Prepared dishes continue to grow and expect strength from the B and C sides
Prepared food is still in a golden period of development. Maintaining the “increase in holdings” rating, Delice 2023Q2 achieved total revenue of 756 million yuan, an increase of 8.36% over the previous year; net profit for the return was 03 billion yuan, a year-on-year decrease of 81.27%. Due to a relatively high recovery in demand
Interpretation of Delice's 2023 Interim Report: Operating income increased, net profit showed both sides, and cash flow improved significantly
According to Delice's 2023 interim report data, revenue for the reporting period was 1,543,155,024.33 yuan, an increase of 9.91% compared to 1,404,007,559.65 yuan in the same period last year, indicating a steady increase in the company's business. However, net profit attributable to shareholders of listed companies during the reporting period was 25,656,858.25 yuan, down 47.37% from 48,752,472.31 yuan in the same period last year, indicating a significant decline in the company's net profit. However, deductions attributable to shareholders of listed companies during the reporting period are not regular
Delice (002330.SZ) released its first half results, net profit of 25.6569 million yuan, a decrease of 47.37%
Delis (002330.SZ) released the 2023 semi-annual report. During the reporting period, the company achieved operating income of 1...
Delice (002330) Company Incident Review Report: Performance Meets Expectations, Prepared dishes are in full swing
Incident On August 17, 2023, Delice released the 2023 semi-annual report. The performance of key investment points is in line with expectations. In the second half of the year, the company's 2023H1 revenue is expected to be 1,543 billion yuan (same increase of 10%), which is net
Delis: Vigorously promotes cooperation in the prepared food business in high-end hotels, and has cooperated with many well-known hotels and hotel chains
On August 6, Glonway, Delis said on the interactive platform that in recent years, the company has insisted on being guided by market demand, promoted the construction of prepared food production capacity, and has unswervingly followed the path of high-quality development. Hotel and catering customers are also one of the company's main customer groups currently expanding. The company is vigorously promoting high-end hotel prepared food business cooperation. Currently, it has carried out business cooperation with many well-known hotels and hotel chains nationwide, providing them with prepared food products such as pre-prepared semi-finished products, prepared dishes, frozen pasta, etc., as well as many products such as fresh meat, low-temperature ham, and high-end fermented meat products. In the future, the company will continue to increase investment in R&D and actively explore product quality
Company Q&A 丨 Delice: Currently, the company's production capacity of prepared vegetables is 150,000 tons
Gelonghui, June 17丨An investor asked Delice on an interactive platform: What is the company's current total production capacity? Can we produce at full capacity and sell at full capacity? Have you helped other companies' brands act as agents for processing, such as Dongfang's selection of products such as beef and ham sold online? Delice responded: Currently, the company's production capacity of prepared vegetables is 150,000 tons, and is expected to reach 200,000 tons by the end of 2023. The company has a complete supply chain management system, relies on excellent R&D capabilities and stable product quality to provide customized services and group meal supply to B-side customers. It has established strength with many large catering groups, fast food chains, enterprises and institutions
Delice (002330.SZ): The Michigan rice dumpling series is one of the company's traditional products
Glonghui, June 6 丨 An investor asked Delice (002330.SZ) on the investor interactive platform, “Does the company have other prepared food products other than low-temperature meat, such as rice dumplings for the Dragon Boat Festival, should enrich product diversity and meet market demand.” The company replied that the company's prepared dish series includes four categories: quick-frozen cooking products, beef series products, ready-to-eat casual products, and frozen rice and noodle products. The Mishou rice dumpling series is one of the company's traditional products. It has always been widely recognized by consumers. The categories include sweet rice dumplings from the North such as jujube dumplings, bean paste dumplings, yellow rice dumplings, etc., as well as pork shiitake mushroom rice dumplings representing the South
Delice (002330.SZ): The Dragon Boat Festival is approaching, and the company's rice dumpling product gift boxes have carried out various sales activities
Glonghui, June 6 丨 An investor asked Delice (002330.SZ) on the investor interactive platform. “As the Dragon Boat Festival approaches, does the company's prepared food sell holiday food gift boxes and is it possible to sell it on the Maotai Xunfeng Digital App?” The company replied that the company sells gift box products on a daily basis, and at the same time, special gift boxes will be launched according to different festivals. The Dragon Boat Festival is approaching, and the company's rice dumpling product gift boxes have launched various sales activities. You are welcome to buy and taste them.
Delice (002330.SZ): In recent years, prepared dishes have been the focus of enterprise development, and the profit structure has been continuously optimized
Glonghui, May 10, 丨 Delice (002330.SZ) held a 2022 annual performance briefing from 15:00-17:00 on May 9, 2023. During the question and answer session, “Does the company plan to generate revenue this year mainly from prepared dishes, or is it mainly from other businesses such as slaughter of pigs and sales of chilled meat?” The company replied that in recent years, the company has made prepared dishes the focus of enterprise development, continuously optimized the profit structure, increased the business scale of high-value-added products represented by prepared dishes, and further enhanced the company's overall profitability.
Investors suggest relying on the advantages of prepared dishes to develop Zibo Barbecue Gift Box Delice (002330.SZ): Suggestions will be fed back to management and marketing team in a timely manner
Glonghui, May 10, 丨 Delice (002330.SZ) held a 2022 annual performance briefing from 15:00-17:00 on May 9, 2023. During the question and answer session, “This year, the influencer city Zibo successfully went out of business with barbecue, and Delice also successfully stayed in the Zibo market. Visitors have boosted the local consumer market, and they are also a great promotional tool. It is recommended that Delice managers rely on the advantages of prepared dishes and use snobbery to develop Zibo barbecue gift boxes so that visitors can bring Delice back to their hometowns, change traffic, and eat influencer food they still want to eat.” , the company replied, “Thank you
Delice (002330.SZ): Business expansion related to prepared dishes is progressing steadily
Glonghui, May 10 | Delice (002330.SZ) held a 2022 annual performance briefing from 15:00-17:00 on May 9, 2023. During the question and answer session, “I am a shareholder of Delice in Jiangsu's southern Jiangsu region. It's hard to see Delice related products in supermarkets, restaurants, and other markets here. But there is a high level of acceptance of prepared dishes among consumers here. I hope the company will develop this side of the market more. Ajika is a great example.” The company replied that the company continues to pay attention to market demand and consumer feedback, and that the Southern Market is also one of the market areas the company is currently focusing on expanding. The industry related to prepared dishes
Delice (002330.SZ): The production capacity of 50,000 tons of prepared vegetables at the Shaanxi base is expected to be put into operation in the third quarter. At that time, the company's total prepared vegetable production capacity will reach 200,000 to
Glonghui, May 10 | Delice (002330.SZ) held a 2022 annual performance briefing from 15:00-17:00 on May 9, 2023. During the question and answer session, “What is the company's current overall occupancy rate in the prepared food industry. “Are there any plans to expand production capacity in the future?” The company replied. According to information, there are currently no relevant industry statistics. At this stage, the company's Shandong headquarters has a production capacity of 100,000 tons of prepared vegetables, a production capacity of 30,000 tons of beef series prepared vegetables, and a production capacity of 20,000 tons of frozen rice and noodles at the Shaanxi base; the production capacity of 50,000 tons of prepared vegetables at the Shaanxi base is expected to be put into operation in the third quarter of 2023. At that time, the company prepares