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Food ETF rose against the market trend, while actively managed equity funds significantly reduced their holdings in the food and beverage sector in Q2 2026.
Food stocks rose against the market trend, with Yiming Food hitting its daily trading limit. Pinow Foods, Yanjin Puzi, Huangshanghuang, CSPC Innovation, Yizhi Konjac, New Hope Dairy, Three Squirrels, Anji Food, and Ganyuan Food all gained more than 3%, driving up food-focused ETFs including GF Food ETF, E Fund Food ETF, Qianhai Open-end Food ETF, ChinaAMC Food ETF, Huaxia Food ETF, Ping An Fund Food ETF, and Fullgoal Food ETF. These food ETFs track the CSI All Share Food Index, a rare A-share market index exclusively focused on leading mass-market food companies and excluding baijiu (Chinese spirits) stocks. The index covers sector leaders in dairy products, condiments, meat products, and pre-processed foods.
Three Squirrels (300783.SZ): Received government grants totaling RMB 21.4036 million
Gelonghui, June 30 — Three Squirrels (300783.SZ) announced that its wholly owned subsidiary, Three Squirrels (Wuhu) Nut Smart Manufacturing Co., Ltd., received government grants related to income totaling RMB 21.4036 million on June 30, 2026, representing 13.78% of the absolute value of the net profit attributable to shareholders of the listed company for the most recently completed fiscal year as audited.
Three Squirrels (300783.SZ): Cumulatively repurchased 0.9927% of shares
Gelonghui, June 24 — Three Squirrels (300783.SZ) announced that, as of the date of this disclosure, the company has cumulatively repurchased 3,987,700 of its shares through a dedicated share repurchase account via centralized bidding transactions, representing 0.9927% of the company's total share capital. The highest transaction price was RMB 19.85 per share, the lowest was RMB 16.31 per share, and the total transaction amount amounted to RMB 71,946,485 (excluding transaction fees).
THREE SQUIRRELS(300783):EXPLORING MULTI-FORMAT OPERATIONS SUCH AS HARD-DISCOUNT SUPERMARKETS AND FRESH SNACKS WITH A PROMISING BUSINESS TRANSFORMATION AHEAD
Three Squirrels (300783): Exploring multiple business formats including hard-discount supermarkets and fresh snacks; business transformation prospects are promising.
Core Viewpoint: In 2025, the company will continue to implement its overarching strategy of 'premium value-for-money,' deepen its 'full-category, omnichannel' layout, advance its integrated strategy encompassing 'manufacturing, branding, and retail,' and continuously upgrade toward higher quality and greater differentiation. It will place particular emphasis on strengthening its online e-commerce presence.
Fresh snacks sector welcomes a new entrant as RT-Mart partners with Three Squirrels to pilot a 'store-within-a-store' format.
① RT-Mart has partnered with Three Squirrels, and the first batch of 'fresh snack shop-in-shops' will launch this month in nine stores across East China, covering key cities including Shanghai, Suzhou, and Wuxi; ② Behind this new business initiative lies RT-Mart's operational pressures.