Core Viewpoint - Vitasoy International reported a 6% decline in revenue for the first half of the 2025/2026 fiscal year, totaling HKD 3.227 billion, primarily due to a weak market and intensified competition in the plant-based milk sector [1] Revenue Performance - Revenue from mainland China decreased by 9.19% to HKD 1.778 billion, while net profit fell by 12.45% to HKD 192 million, with mainland China accounting for approximately 55% of total revenue and 63.07% of net profit [3] - The overall revenue decline was attributed to a contraction in traditional retail channels, despite maintaining an operating profit margin of 11% through cost optimization measures [4] Product Strategy - Vitasoy introduced innovative products like the "Vitasoy Lemon Tea" to enhance market share in the ready-to-drink tea category amid slowing growth in plant-based and tea products [4] - A price reduction of approximately 10%-15% for Vitasoy Lemon Tea was implemented to respond to industry price wars, resulting in increased market share [4] Market Challenges - The Hong Kong business also faced growth pressures, with a 4% revenue decline attributed to weak performance in Vitasoy's subsidiary, Macau, and export markets [5] - Adverse weather conditions during the typhoon season negatively impacted business operations, particularly in the Vitasoy subsidiary [5] Competitive Landscape - Vitasoy faces significant competition from companies like Mengniu, Yili, and DaLi Foods, which have launched their own soy milk products, as well as the rise of sugar-free tea and ready-to-drink brands that compete with Vitasoy's offerings [6] - The company plans to increase the proportion of low-sugar or no-added-sugar products to 80% by the 2030/2031 fiscal year to align with health-conscious consumer trends [6] Future Outlook - Analysts suggest that Vitasoy's focus on cost reduction and efficiency improvements, along with potential market opportunities in southern China and Southeast Asia, could support future growth [7]

格隆汇11月27日丨VITASOY INT'L(00345.HK)发布公告，2025年11月27日耗资2592.67万港元回购395.2 万股，回购价格每股6.48-6.7港元。 本文源自：格隆汇 ...

智通财经APP讯，VITASOY INT'L(00345)发布公告，于2025年11月27日斥资2592.67万港元回购395.2万 股。 （原标题：VITASOY INT'L(00345)11月27日斥资2592.67万港元回购395.2万股） ...

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27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 ...

Core Viewpoint - Vitasoy International (00345) experienced a decline of over 3%, with a current price of HKD 6.5 and a trading volume of HKD 43.68 million [1] Financial Performance - For the six months ending September 30, 2025, Vitasoy reported revenue of HKD 3.227 billion, a decrease of 6% year-on-year [1] - Gross profit was HKD 1.648 billion, down 7% compared to the previous year [1] - Profit attributable to equity holders was HKD 172 million, reflecting a year-on-year increase of 1% [1] Market Challenges - The revenue decline is primarily attributed to weak market conditions affecting the mainland China business, which is facing significant challenges [1] Analyst Adjustments - Macquarie has revised its net profit forecasts for Vitasoy for the fiscal years 2026 and 2027, lowering them by 16.3% and 13.3% respectively [1] - The target price for Vitasoy has been reduced from HKD 10 to HKD 7.4, while maintaining an "outperform" rating [1]

消息面上，维他奶国际近日公布截至2025年9月30日止6个月中期业绩，收入32.27亿港元，同比减少 6%；毛利16.48亿港元，同比减少7%；公司股权持有人应占溢利1.72亿港元，同比增长1%。收入减少 6%主要由于中国内地业务受市况疲弱影响，表现面临挑战。麦格理发布研报称，将维他奶国际2026及 2027财年净利润预测分别下调16.3%及13.3%，目标价由10港元降至7.4港元，维持跑赢大市评级。 元。 （原标题：港股异动 | 维他奶国际(00345)跌超3% 上半财年内地业务面临挑战 麦格理下调公司目标价） 智通财经APP获悉，维他奶国际(00345)跌超3%，截至发稿，跌3.13%，报6.5港元，成交额4367.91万港 ...

Summary of VITASOY INT'L Buyback Activity Core Viewpoint - VITASOY INT'L has been actively repurchasing its shares, indicating a strategy to enhance shareholder value and confidence in its stock performance. Buyback Details - On November 26, 2025, VITASOY INT'L repurchased 3.962 million shares at a price range of HKD 6.510 to HKD 6.790, totaling HKD 26.6246 million [2] - The stock closed at HKD 6.710 on the same day, reflecting a 0.45% increase with a total trading volume of HKD 71.3114 million [2] - Year-to-date, the company has conducted 47 buyback transactions, acquiring a total of 34.408 million shares for an aggregate amount of HKD 305 million [2] Historical Buyback Data - The buyback activity includes various transactions with the highest repurchase price recorded at HKD 9.700 and the lowest at HKD 6.510 [2][3] - Notable buyback transactions include: - 200,000 shares at HKD 9.700 on April 25, 2025 [3] - 184,400 shares at HKD 9.170 on August 1, 2025 [3] - 396,200 shares at HKD 6.790 on November 26, 2025 [2]

Core Viewpoint - VITASOY INTERNATIONAL (00345) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Share Buyback Details - The company will spend HKD 26.6246 million to repurchase 3.962 million shares [1] - The buyback price per share ranges from HKD 6.51 to HKD 6.79 [1]

智通财经APP讯，VITASOY INT'L(00345)发布公告，于2025年11月26日，该公司斥资2662.46万港元回 购396.2万股股份，每股回购价6.51-6.79港元。 ...

格隆汇11月26日丨VITASOY INT'L(00345.HK)发布公告，2025年11月26日耗资2662万港元回购396万 股，回购价格每股6.51-6.79港元。 ...