本季度信息
正味集团公告显示，截至2025年6月30日财年（本期长度为18个月）营收约人民币9.38亿元，较2023财年（12个月口径）增加约4.45亿元，增幅约110.7%。同期经调整净亏损约人民币1.09亿元，而上一财年实现经调整净利润约人民币0.68亿元。本期毛利率出现大幅下滑，根据公告，本集团录得毛损约人民币0.12亿元，主要系原材料直接成本上升及存货大量撇销所致。期内经营活动产生的现金流净额约人民币0.37亿元。截至报告期末，管理层提到本期管理费用稍有增加，且分销及销售开支有所下降。
业务分项
正味集团主营“制造业务”及“贸易业务”两大板块。制造业务包含烘焙食品、调味料、干制水产品及零食在内的自有产品研发与加工；报告期内，制造业务在原材料价格波动下毛利承压。贸易业务主要从供应商处批量采购干货类蜜饯、坚果等后转售给零售和企业客户，本期收入有明显提升。公告指出，食品安全与及时存货周转对业绩起到较大影响，存货高企下出现部分滞销与受潮损毁，从而带来减值与收益下滑。
（高管解读内容缺失，原文未见具体引用语句，故此处不作展示）
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