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 | | | 公司名稱: 中國食品有限公司 呈交日期: 2026年2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) | 00506 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.1 | HKD | | 400,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 4,000,000,000 | HKD | | 0.1 | HKD | | 400,000,000 | 本月底法定/註冊股本總額： HKD 400,000,000 第 1 頁 共 10 頁 v 1 ...

红星资本局1月26日消息，今日，俞敏洪个人社交账号发布声明称，发现有个别人士在互联网平台上，恶意拼接中国食品安全报社与新东方教 育科技集团总公司或其下属机构存在间接股权投资关系的信息，此事严重失实，纯属谣言。公司将采取法律手段追究造谣者的法律责任。 公开信息显示，中国食品安全报社成立于1994年8月，是我国食品安全领域国家级专业性新闻媒体，由中国食品工业协会主办。 天眼查App显示，新东方教育科技集团有限公司由北京世纪友好教育投资有限公司全资控股，与中国食品安全报社并无股权关联。 | 股东信息 ② ● 富股权结构 | | | | | | | 2天眼查 | | --- | --- | --- | --- | --- | --- | --- | --- | | VIP 股东信息1 股权变更历程42 | | 2 持股比例 ▼ | 때 음田 | | | | | | 序号 | | 股东名称 持股比例 ; 认缴出资额(万元) : 认缴出资日期 : 首次持股日期 ; | | | | | | | 北京世纪友好教育投资有限公司 品 | | | | 100% O | 5000 | 2003-10-30 | 2014-02-28 ...

近日，《21辟谣》注意到，有部分网友称中国食品安全报社与新东方教育科技集团总公司或其下属机构存在间接股权投资关系 的信息，引发舆论关注。 1月26日，俞敏洪在社交平台上发布严正声明，称此事严重失实，纯属谣言。公司将采取法律手段追究造谣者的法律责任。 公开资料显示，中国食品安全报社是我国食品安全领域国家级专业性新闻媒体，其前身为中国食品质量报社，创立于1994年， 2011年正式更名，创办人朱长学。2015年由国家事业单位转为全民所有制企业单位，成立中国食品安全报社有限公司，组建中 国食品安全报网传媒集团。 天眼查信息显示，中国食品安全报社由中国食品工业协会全资控股，报社持有北京中瑞源食品工业有限公司51%的股份；而新 东方教育科技集团有限公司的核心股东为北京世纪友好教育投资有限公司。二者的股权结构及对外投资均无交集。 （文章来源：21世纪经济报道） ...

俞敏洪个人社交账号发布严正声明：近日，我们发现有个别人士在互联网平台上，恶意拼接中国食品安全报 社与新东方教育科技集团总公司或其下属机构存在间接股权投资关系的信息。我们对此严正声明：此事严重 失实，纯属谣言。公司将采取法律手段追究造谣者的法律责任。 （文章来源：第一财经） ...

Summary of the Conference Call Transcript Industry Overview - **Industry**: China Consumer Sector - **Outlook**: The sector is believed to be in the early stage of a multi-year recovery cycle that began in Q3 2024, with expectations for gradual improvement in consumer sentiment and spending through 2026E [2][11][12] Key Insights - **Valuation**: MSCI China Consumer Discretionary and Staples are trading at 17x and 15x 12-month forward PE, approximately one standard deviation below the 10-year averages, indicating that current valuations do not reflect a potential consumption recovery [2][9] - **Consumer Confidence**: The China Consumer Confidence Index has been trending upwards since September 2024, suggesting a gradual restoration of consumer confidence despite ongoing challenges in the property market [12][19] - **K-shaped Recovery**: The recovery is characterized by a K-shaped trend, where mid- to high-income consumers in tier-1 cities are expected to lead spending, while lower-tier city consumers remain focused on value for money [3][48] Consumer Behavior Trends - **Shifting Preferences**: A UBS Evidence Lab survey indicates a divergence in consumer behavior, with over 50% of mid- to high-income consumers reporting investment gains and showing strong spending intentions, particularly in premium and experiential categories [3][37] - **Spending Intentions**: The strongest spending intentions are noted in beauty and skincare (41%) and tourism (37%), reflecting a shift towards experiential and premium spending [51] - **Investment Gains**: 64-74% of mid- to high-income consumers reported increased investment returns, with many planning to reinvest or spend on travel, health services, and consumer electronics [40][41] Stock Implications - **Company Ratings**: - Upgrades to Neutral for Fenjiu due to expected benefits from non-business baijiu consumption - Buy ratings maintained for companies like MIXUE, Guming, China Foods, CR Beer, and YUM China, among others [4] - **Dividend Payouts**: Premium baijiu companies are noted for their >75% dividend payout, which is expected to protect share prices from downside risks [4] Structural Growth Opportunities - **Emerging Themes**: Key investment themes for 2026E include changing consumer preferences, corporate restructuring, and industry consolidation, particularly in sectors like home appliances and mass-market consumption [14][50] - **Corporate Restructuring**: Companies are expected to adapt their business models to align with changing consumer behaviors, which may lead to sustainable long-term earnings growth [4][50] Risks and Challenges - **Property Market Downturn**: The ongoing downturn in the property market is anticipated to weigh on household balance sheets, potentially impacting consumer spending [13][48] - **Policy Support**: The pace of recovery is contingent on stabilizing the property market and effective policy implementation to boost consumption [13][48] Conclusion - The China consumer sector is poised for a recovery, driven by improving consumer confidence and shifting spending patterns. However, the recovery will be uneven across different income groups and city tiers, necessitating a nuanced investment approach to capture emerging opportunities while being mindful of potential risks associated with the property market downturn.

花旗发表报告，预期农夫山泉2025年销售额将增长22%，较管理层指引的中十位数高7个百分点，亦较 市场预期高4个百分点，主要得益于包装水业务的销售复苏较预期强，以及即饮茶饮品在下半年销售表 现好过预期。同时，该行预期2025年净利润按年增长25%，较市场预期高3个百分点。该行将农夫山泉 2025年及26年净利润预测分别上调4%及3%，目标价由53.3港元上调至58.5港元，并开启为期30日的正 面催化剂观察，维持"买入"评级，将东鹏饮料及农夫山泉并列为中国食品饮料板块中首选。 ...

截至月份: 2025年12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: 中國食品有限公司 呈交日期: 2026年1月5日 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 | 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) | 00506 | 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 | | | | 2,797,223,396 | | 0 | | 2,797,223,396 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 2,797,223,396 | | 0 | | 2,797,223,396 | 第 2 頁 共 10 頁 v 1.1.1 FF301 I. 法定/註冊股本變動 | 1. 股份分類 | ...

Core Viewpoint - Revance Therapeutics (01696) has announced that its injectable botulinum toxin type A (DaxibotulinumtoxinA-lanm, marketed as DAXXIFY in English) has passed quality standard inspections by the Chinese National Institute for Food and Drug Control, marking a significant step towards commercialization in China [1] Group 1: Product Development - DaxibotulinumtoxinA is designed for the temporary improvement of moderate to severe glabellar lines caused by the activity of the corrugator and/or procerus muscles in adults [1] - As of the announcement date, there are no other DaxibotulinumtoxinA products available for sale in China, indicating a first-mover advantage for the company [1] Group 2: Market Strategy - The successful inspection signifies that DaxibotulinumtoxinA meets the stringent quality, safety, and efficacy requirements set by Chinese regulatory authorities [1] - The company has secured its first commercial orders for DaxibotulinumtoxinA in the Chinese market, entering the commercialization phase [1] Group 3: Business Impact - The company views DaxibotulinumtoxinA as a strategic cornerstone for its injectable filler business, enhancing product diversity and providing consumers with more quality options [1] - DaxibotulinumtoxinA is expected to serve as a second growth engine, contributing to sustained consumable revenue and reinforcing the company's leading position in the global beauty and health industry [1]

Core Viewpoint - Furuya Medical Technology (01696.HK) has announced that its reauthorized injectable botulinum toxin type A (DaxibotulinumtoxinA-lanm, trademarked as 达希斐® in China and DAXXIFY® in English) has passed quality standard inspections by the China National Institute for Food and Drug Control, marking a significant step towards commercialization in China [1] Group 1 - The product is intended for the temporary improvement of moderate to severe glabellar lines caused by the activity of the corrugator and/or procerus muscles in adults [1] - As of the announcement date, there are no other DaxibotulinumtoxinA products available for sale in China, indicating a first-mover advantage for the company [1] - The successful inspection signifies that DaxibotulinumtoxinA has met the stringent quality, safety, and efficacy requirements set by Chinese regulatory authorities [1] Group 2 - The company has secured its first commercial orders for DaxibotulinumtoxinA in the Chinese market, officially entering the commercialization phase [1] - DaxibotulinumtoxinA is viewed as a strategic cornerstone for the company's injectable filler business, enhancing product diversity and providing more quality options for consumers [1] - The product is expected to serve as a second growth engine, contributing to sustained consumable revenue and reinforcing the company's leading position in the global beauty and health industry [1]

Group 1 - The establishment of the "Joint Research Institute" between the China Food Fermentation Industry Research Institute and the Qinxian People's Government marks a new phase in the agricultural food industry development in Qinxian [1][3] - Qinxian is recognized for its advantageous agricultural environment, with soil organic matter content 35% higher than the average level of the Loess Plateau, and has a total area of 437,000 mu certified for green food and organic agricultural products, accounting for 70% of the total arable land [3][4] - The local government plans to integrate policies and financial resources to provide "one-stop" services, promoting the deep integration of research standards with local industries and constructing a complete industrial chain [3] Group 2 - The China Food Fermentation Industry Research Institute has developed over 800 standards and aims to create a leading domestic and internationally synchronized technology innovation base, focusing on "green, healthy, and intelligent" development [4] - The agricultural food industry in Qinxian will focus on three main principles: maintaining product consistency while extending the industrial chain, enhancing the quality of raw materials, and ensuring ecological sustainability while expanding the industry [4] - The collaboration is seen as a significant step towards deepening the integration of industry, academia, and research, with market supervision departments providing comprehensive services in standard formulation, quality enhancement, and safety assurance [3][4]