VITASOY INT'L回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.11.28 | 171.00 | 6.610 | 6.430 | 1119.61 | | 2025.11.27 | 395.20 | 6.700 | 6.480 | 2592.67 | | 2025.11.26 | 396.20 | 6.790 | 6.510 | 2662.46 | | 2025.10.22 | 23.00 | 8.040 | 8.010 | 184.67 | | 2025.10.21 | 12.00 | 8.040 | 8.040 | 96.48 | | 2025.10.17 | 102.00 | 8.040 | 8.020 | 819.55 | | 2025.10.16 | 2.00 | 8.180 | 8.180 | 16.36 | | 2025.10.15 | 37.60 | 8.180 | 8.100 | 307.09 | | 2025.10.14 | 139.8 ...

VITASOY INT'L(00345)发布公告，于2025年11月28日，该公司斥资1119.61万港元回购171万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 維他奶國際集團有限公司 呈交日期： 2025年11月28日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00345 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括 ...

报告期内，维他奶国际来自中国内地的营收和净利润双双下滑，收益下降9.19%至17.78亿港元，净利润 下降12.45%至1.92亿港元。内地市场的收益在维他奶国际整体收益中的占比约55%，净利润占比 63.07%。同时，由于实施成本优化措施抵消了销售额的下降，内地业务于中期财务期间将经营利润率 维持在11%。 对于内地市场的业绩下滑，维他奶国际在财报中解释称：在中国内地市场，植物奶及茶类产品类别增速 正在放缓，消费者现由传统零售渠道转向多种在线平台，包括社交平台及实时电商平台，以及会员制商 店与连锁零食店。由于占我们业务显著份额的传统零售渠道正在放缓，虽然公司正在努力拓展规模的电 商平台及连锁零食店渠道，但带来的增长未能完全抵销上述影响。 值得注意的是，报告期内，维他奶国际来自香港业务（含香港特别行政区、澳门特别行政区及出口）收 入为11.12亿元，同比下降4%；该区域实现净利润1.35亿元，同比下滑15.35%。 报告期内，维他奶国际的总经营费用减少7%至14.41亿元（去年同期为15.55亿元）；市场推广、销售及 分销费用减少2%至港币9.76亿元（去年同期为9.98亿港元）。维他奶国际解释称：主要由于运 ...

Core Viewpoint - On November 27, 39 Hong Kong-listed companies conducted share buybacks, totaling 25.97 million shares and an aggregate amount of HKD 810 million [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 1.036 million shares for HKD 636 million, with a highest price of HKD 620.00 and a lowest price of HKD 609.00, bringing its total buyback amount for the year to HKD 66.05 billion [1][2]. - China Petroleum & Chemical Corporation (Sinopec) repurchased 9.01 million shares for HKD 40.28 million, with a highest price of HKD 4.52 and a lowest price of HKD 4.42, totaling HKD 1.525 billion in buybacks for the year [1][2]. - VITASOY International repurchased 3.952 million shares for HKD 25.93 million, with a highest price of HKD 6.70 and a lowest price of HKD 6.48, accumulating HKD 331 million in buybacks for the year [1][2]. Group 2: Ranking by Buyback Amount - The highest buyback amount on November 27 was from Tencent Holdings at HKD 636 million, followed by Sinopec at HKD 40.28 million, and VITASOY International among the top [1][2]. - In terms of buyback volume, Sinopec led with 9.01 million shares, followed by China Feihe and VITASOY International with 4 million and 3.952 million shares respectively [1][2].

Core Insights - A total of 30 companies conducted share buybacks on November 27, 2025, with Tencent Holdings (00700) leading in both the number of shares repurchased and the total amount spent [1][2]. Group 1: Buyback Details - Tencent Holdings (00700) repurchased 1.036 million shares for a total of 636 million [2]. - Midea Group (00300) repurchased 1.2524 million shares for approximately 99.9944 million [2]. - China Petroleum & Chemical Corporation (00386) repurchased 9.01 million shares for about 40.2765 million [2]. Group 2: Cumulative Buyback Data - Tencent Holdings has a cumulative buyback of 78.922 million shares, representing 0.859% of its total share capital [2]. - China Flying Crane (06186) has a cumulative buyback of 18.7 million shares, accounting for 2.063% of its total share capital [2]. - VITASOY International (00345) has a cumulative buyback of 13.93 million shares, which is 1.327% of its total share capital [2].

Core Points - VITASOY INT'L has conducted share buybacks, repurchasing 3.952 million shares at prices ranging from HKD 6.480 to HKD 6.700, totaling HKD 25.93 million on November 27 [2] - The stock closed at HKD 6.500 on the same day, reflecting a decline of 3.13%, with a total trading volume of HKD 54.96 million [2] - Since November 26, the company has repurchased a total of 7.914 million shares, amounting to HKD 52.55 million, during which the stock has decreased by 2.69% [2] Buyback Summary - Year-to-date, VITASOY INT'L has executed 48 buybacks, totaling 38.36 million shares and an aggregate buyback amount of HKD 331 million [3] - Detailed buyback transactions include: - November 27: 395.20 thousand shares at a maximum price of HKD 6.700 and a minimum price of HKD 6.480, totaling HKD 25.93 million [3] - November 26: 396.20 thousand shares at a maximum price of HKD 6.790 and a minimum price of HKD 6.510, totaling HKD 26.62 million [3] - Other notable buybacks occurred on October 22, October 21, and earlier dates, with varying amounts and prices [4]

四年前的一场舆论风波，成为维他奶在内地市场的发展转折点。 11月25日晚间，维他奶国际（00345.HK）披露截至9月底的中期业绩。 维他奶国际主要产品为豆奶和柠檬茶，公司近九成收入来自中国内地和中国香港两大市场。报告期内， 集团营收32.27亿港元，同比减少6%；经营溢利2.47亿港元，同比下滑4%；股东应占溢利微增1%至1.72 亿港元，这很大程度上依赖于"降本"，期内公司总经营费用同比减少7%。 营收下滑则主要受内地市场影响。 报告期内，维他奶国际在中国内地营收为17.78亿港元，同比下滑9%，且由于产品售价下降、推广开支 增加，公司毛利率轻微下滑至51.1%。 维他奶在内地市场的疲软并非"一日之寒"。 与此同时，饮品的市场竞争正日趋白热化。 植物奶方面，整体行业规模仍在增长，但市场增速已明显放缓，新老品牌混战加剧。OATLY长期占据 高端市场份额，伊利、蒙牛等国内巨头相继推出燕麦奶产品，凭借渠道优势走进大小商超。 茶饮料板块的竞争更为激烈。无糖茶消费需求集中爆发后，新品牌扎堆出头，占据便利店核心位置；蜜 雪冰城等连锁现制茶饮店遍地开花，柠檬茶更是经典单品，对维他柠檬茶的销售和市场份额形成冲击。 自20 ...

维他奶国际主要产品为豆奶和柠檬茶，公司近九成收入来自中国内地和中国香港两大市场。报告期内，集团营收32.27亿港元，同比减少6%；经营溢 利2.47亿港元，同比下滑4%；股东应占溢利微增1%至1.72亿港元，这很大程度上依赖于"降本"，期内公司总经营费用同比减少7%。 营收下滑则主要受内地市场影响。 报告期内，维他奶国际在中国内地营收为17.78亿港元，同比下滑9%，且由于产品售价下降、推广开支增加，公司毛利率轻微下滑至51.1%。 维他奶在内地市场的疲软并非"一日之寒"。 四年前的一场舆论风波，成为维他奶在内地市场的发展转折点。 11月25日晚间，维他奶国际（00345.HK）披露截至9月底的中期业绩。 水芙蓉/摄 维他柠檬茶在便利店的促销活动 左宇/摄 与此同时，饮品的市场竞争正日趋白热化。 植物奶方面，整体行业规模仍在增长，但市场增速已明显放缓，新老品牌混战加剧。OATLY长期占据高端市场份额，伊利、蒙牛等国内巨头相继推 出燕麦奶产品，凭借渠道优势走进大小商超。 茶饮料板块的竞争更为激烈。无糖茶消费需求集中爆发后，新品牌扎堆出头，占据便利店核心位置；蜜雪冰城等连锁现制茶饮店遍地开花，柠檬茶更 是经典单品 ...

Core Viewpoint - Vitasoy International reported a 6% decline in revenue for the first half of the 2025/2026 fiscal year, primarily due to a weak market and intensified competition in the plant-based milk sector, posing challenges for the company's growth [2] Revenue Performance - The company's revenue for the first half of the fiscal year was HKD 3.227 billion, down from the previous year [2] - Revenue from mainland China decreased by 9.19% to HKD 1.778 billion, while net profit fell by 12.45% to HKD 192 million [3] - Mainland China accounts for approximately 55% of Vitasoy's total revenue and 63.07% of its net profit [3] Strategic Initiatives - To counteract declining sales, Vitasoy implemented cost optimization measures, maintaining an operating profit margin of 11% in mainland China [3] - The company introduced innovative products like the "Vitasoy Lemon Tea" to enhance its market share in the ready-to-drink tea category [3] - A price reduction of 10%-15% for Vitasoy Lemon Tea was attempted to respond to industry price wars, resulting in increased market share [3] Market Challenges - Vitasoy's business in Hong Kong also faced growth pressures, with a 4% revenue decline attributed to weak performance in its Vitasoy Tian Di business and adverse weather conditions affecting sales [4] - The company continues to hold a leading position in the non-alcoholic beverage market in Hong Kong, supported by successful product launches [4] Long-term Outlook - Despite short-term challenges, the company remains confident in its long-term growth potential, aiming to increase the proportion of low-sugar or no-added-sugar products to 80% by the 2030/2031 fiscal year [5] - The company is focusing on expanding its presence in southern China and Southeast Asia to capture growth opportunities [6]