股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 統一企業中國控股有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00220 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | 本月 ...

Group 1 - Southbound funds increased their holdings in Uni-President China (00220.HK) by 1.102 million shares on October 27, 2025, marking a 0.31% change [1][2] - Over the past five trading days, southbound funds have cumulatively increased their holdings by 11.059 million shares [1] - In the last twenty trading days, the total net increase in holdings by southbound funds reached 47.7338 million shares [1] Group 2 - As of now, southbound funds hold a total of 352 million shares of Uni-President China, accounting for 8.14% of the company's issued ordinary shares [1] - The company operates primarily in the domestic market and is engaged in the production and sale of beverages and food products [2] - Uni-President China has four main business segments: food, beverages, other products, and an undistributed segment [2]

Core Viewpoint - *ST Jiaotou (002200.SZ) reported a significant decline in revenue and net profit for the first three quarters of 2025, indicating financial challenges ahead [1] Financial Performance - The company achieved an operating revenue of 218 million yuan, representing a year-on-year decrease of 29.18% [1] - The net profit attributable to shareholders was -69.036 million yuan, indicating a loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -42.4137 million yuan [1] - The basic earnings per share were -0.3749 yuan [1]

Core Insights - The company, Uni-President China Holdings Ltd., has shown continuous improvement in profitability and maintains a high dividend policy, with a projected revenue of 30.33 billion yuan in 2024, a year-on-year increase of 6.1%, and a net profit of 1.849 billion yuan, up 10.9% year-on-year [1][2] Group 1: Financial Performance - The company achieved a revenue of 30.33 billion yuan in 2024, reflecting a 6.1% year-on-year growth [1] - The net profit attributable to shareholders is projected to be 1.849 billion yuan in 2024, representing a 10.9% increase year-on-year [1] - The company has a dividend yield of 5.44% as of October 20, 2025, indicating a strong shareholder return policy [1] Group 2: Market Position and Trends - The soft drink industry in China is expected to grow to 691.42 billion yuan in 2024, with a projected CAGR of 5.11% from 2024 to 2029 [1] - Uni-President maintains a leading position in segments such as sugar tea and ready-to-drink milk tea [1] - The instant noodle market is valued at over 100 billion yuan, with a clear trend towards premiumization and health upgrades [1] Group 3: Product Innovation and Channel Strategy - The company is actively promoting sugar-free tea products and has upgraded its classic product, Hai Zhi Yan, to an electrolyte drink for rapid growth [2] - The classic product, Lao Tan Sauerkraut Noodles, continues to grow steadily, while the brand Qie Huang targets the mid-range market with a focus on tomato flavor [2] - The company is enhancing its sales system efficiency and establishing deep collaborations with high-end membership stores and snack wholesale systems [2] Group 4: Future Projections - Revenue projections for 2025, 2026, and 2027 are 32.49 billion yuan, 34.41 billion yuan, and 36.26 billion yuan, respectively, with year-on-year growth rates of 7.11%, 5.92%, and 5.37% [3] - Expected net profits for 2025, 2026, and 2027 are 2.264 billion yuan, 2.521 billion yuan, and 2.749 billion yuan, with growth rates of 22.42%, 11.34%, and 9.05% [3]

Core Insights - The article discusses the historical competition between Taiwanese instant noodle giants, Master Kong and Uni-President, in the Chinese market, highlighting their initial successes and subsequent challenges due to a food safety scandal and changing consumer preferences [2][17]. Group 1: Historical Competition - In the 1990s, both Master Kong and Uni-President entered the Chinese market, with Master Kong successfully adapting to local tastes by offering beef-flavored noodles and convenient packaging, while Uni-President failed to cater to the preferences of migrant workers [4][6][8]. - Master Kong's strategy of conducting extensive market research and focusing on cost-effectiveness allowed it to surpass Uni-President in revenue by 1998, achieving over 10 billion in sales [8][10]. Group 2: Product Innovation and Market Dynamics - The introduction of Uni-President's pickled cabbage beef noodles in 2008 successfully tapped into consumer demand for flavor variety, leading to annual sales exceeding 4 billion [10]. - Master Kong quickly responded by launching a similar product, resulting in a fierce price and promotional war that ultimately harmed both companies' profitability [12][15]. Group 3: Industry Crisis - A food safety scandal involving the pickled cabbage product severely damaged consumer trust in both brands, leading to a decline in the overall perception of the instant noodle industry [17][20]. - The instant noodle market has faced significant challenges since 2011, with a decline in sales attributed to a shrinking migrant worker population and the rise of alternative food options, such as high-speed rail and food delivery services [19][22]. Group 4: Current Market Trends - Official data indicates that instant noodle consumption in China dropped from 47.23 billion servings in 2020 to 43.12 billion in 2023, reflecting a significant downturn in the industry [20]. - Master Kong reported a decline of 1.1 billion in sales over six months, indicating broader struggles across its product lines as consumer preferences shift towards healthier and more diverse food options [24].

Market Performance - The U.S. stock market indices continued to rise, with the Dow Jones up 1.07%, Nasdaq up 1.92%, and S&P 500 up 1.37% [1] - Rare earth stocks surged, with USA Rare Earth increasing over 25% and Critical Metals rising over 30% [1] - Gold stocks also saw gains, with Hecla Mining and Harmony Gold both up over 5% [1] Gold Market - Gold prices have reached a historic high, with COMEX gold futures surpassing $4100 per ounce [2] - The increase in gold prices is attributed to heightened demand from investors amid trade tensions, economic uncertainty, and rising expectations for Federal Reserve rate cuts [2] Company News - OpenAI and Broadcom announced a strategic partnership to deploy a 10GW custom AI accelerator, with OpenAI responsible for the design and Broadcom involved in development and deployment [3] - NVIDIA's CEO Jensen Huang has been selling shares, with recent filings showing he sold 225,000 shares at an average price of $190.2, totaling approximately $42.8 million [4] - Apple is shifting its focus from lightweight headsets to smart glasses, which may utilize the Vision Pro operating system, ensuring previous software development efforts are not wasted [5] - Tesla is facing an investigation by the NHTSA regarding 2.88 million vehicles equipped with the Full-Self Driving system due to reports of traffic safety violations and accidents [6]

Core Viewpoint - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.14% and the Hang Seng Tech Index dropping by 2.45% on October 10th [1] Group 1: Semiconductor Sector - The semiconductor sector in Hong Kong showed weakness, with notable declines in key stocks: SMIC fell over 5%, Fudan Microelectronics and Hua Hong Semiconductor dropped more than 4%, and InnoCare and ChipMOS fell over 3% [1] Group 2: Beverage Sector - In contrast, the beverage sector performed well, with Gu Ming rising over 13%, Mixue Group increasing nearly 6%, and other companies like Hou Shang Ayi, Cha Ba Dao, Uni-President China, and Nongfu Spring also seeing gains [1]

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Core Insights - The juice industry chain encompasses upstream raw material supply, midstream processing and manufacturing, and downstream distribution and sales, forming a complete ecosystem [2][4] - The industry is characterized by a significant market share held by low-concentration juice products [6] - Major juice industry companies are concentrated in Guangdong, Taiwan, and regions like Zhejiang and Jiangsu [9][11] Upstream Supply - Upstream focuses on raw material supply, primarily involving the cultivation of fruits like apples, citrus, and mangoes, supported by large-scale bases and cooperative models [2] - Key upstream companies include Shaanxi Haisheng Fruit Industry, Guangxi Mango Planting Cooperative, and Shanghai Wodi Intelligent Equipment [4] Midstream Processing - The midstream involves processing steps such as washing, sorting, juicing, and filtering to produce various juice products, relying on advanced technologies like cold pressing and HPP [2] - Representative companies in this segment include Nongfu Spring and Huiyuan, along with emerging firms like Tianye Co. and Tiandi Yihua [4] Downstream Distribution - Downstream sales channels include supermarkets, convenience stores, e-commerce platforms, and restaurants, driven by brand marketing and consumer health trends [2] - Major distributors include China Resources Vanguard, KFC, and Taobao [4] Regional Distribution - The juice industry is predominantly concentrated in Guangdong, with significant representation in Taiwan, Zhejiang, and Jiangsu [9][11] Investment Trends - Since 2020, major juice companies have focused on acquisitions and establishing new factories to expand their market presence [14] - Notable investments include Huiyuan Group's 4.5 billion yuan investment in a smart cold chain processing park in Sichuan [16], and Nongfu Spring's 5 billion yuan investment in a comprehensive industrial base in Jiande [16]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 統一企業中國控股有限公司 呈交日期: 2025年10月2日 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00220 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 4,319,334,000 | | | 0 | | 4,319,334,000 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | 4,319,334,000 | | | 0 | | 4,319,334,000 | 第 2 頁 共 10 頁 v 1.1.1 I. 法定/註 ...