格隆汇8月14日丨日清食品(01475.HK)发布公告，由2025年8月14日起，邓婉雯因退休已辞任公司高级管 理层成员。 ...

智通财经APP讯，日清食品(01475)发布公告，由2025年8月14日起，邓婉雯因退休已辞任公司高级管理 层成员。 ...

自願公告 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 份 內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 高橋勝先生 中野幸江教授 坂井利彰教授 伊藤惠子教授 – 1 – 高級管理層 饗庭彰文先生 福岡聖先生 古春雷先生 菊永健先生 小森裕先生 坂井達也先生 繁實建史先生 孫春利先生 謝志平先生 王惠芳女士 趙雄達先生 （排序按高級管理層成員姓氏的英文字母順序排列。） 高級管理人員辭任 此 公 告 乃 由 日 清 食 品 有 限 公 司（「本 公 司」）作 出 的 自 願 公 告，以 知 會 本 公 司 股 東 及 潛 在 投 資 者 有 關 本 公 司 及 其 附 屬 公 司（「本 集 團」）之 最 新 發 展。 本 公 司 董 事 會（「董 事 會」）謹 此 宣 佈，由2025年8月14日 起，鄧 婉 雯 女 士（「鄧 女 士」）因 退 休 已辭任本公司高級管理層 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致之任何損失承擔任何責任。 董事會會議公告 日清食品有限公司 (「本公司」) 董事會（「董事會」）謹此宣佈，董事會會議將於二零二 五年八月二十六日（星期二）舉行，藉以（其中包括）批准本公司及其附屬公司截至二 零二五年六月三十日止六個月之中期業績及考慮派發中期股息（如有）。 承董事會命 首席執行官兼執行董事 安藤清隆 香港，二零二五年八月十三日 於本公告日期，執行董事為安藤清隆先生、辰谷真次先生、松浦潔先生、廣井克則先生、 奚曉彤先生及八木孝幸先生；及獨立非執行董事為高橋勝先生、中野幸江教授、坂井利彰 教授及伊藤惠子教授。 ...

FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 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7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: | 日清食品有限公司 | | | 呈交日期: | 2025年8月6日 | | | I. 法定/註冊股本變動 不適用 | | | 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) | 01475 | 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 | | | 1,043,691,480 | | 0 | | 1,043,691,480 | | 增加 / 減少 (-) | | | 0 | | ...

Core Viewpoint - Nissin Foods reported its financial performance for the period from April to June, highlighting growth in revenue from its China operations despite a decline in core operating profit [1] Financial Performance - Revenue from China operations reached 16.689 billion yen (approximately 814 million RMB), representing a year-on-year increase of 1.4% [1] - Core operating profit decreased by 4.9% to 1.271 billion yen, while operating profit fell by 1.6% to 1.311 billion yen [1] - Excluding exchange rate effects, revenue for the second quarter in China was 17.968 billion yen, with core operating profit at 1.368 billion yen, reflecting year-on-year growth of 9.2% and 2.4% respectively [1] Market Strategy - The company expanded its sales coverage in the Chinese market and made significant progress in promoting its "合味道" brand and high-end bagged noodle products [1] - Nissin Foods is also actively developing its non-noodle business, including frozen foods and snacks, with distribution business achieving synchronized growth [1]

Nissin Foods Company Limited 日 清 食 品 有 限 公 司 （ 於 香 港 註 冊 成 立 的 有 限 公 司 ） （股份代號：1475） 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 內幕消息 控股股東 NISSIN FOODS HOLDINGS CO., LTD. 截 至2025年6月30日止三個月之 未經審核財務業績 本 公 告 乃 日 清 食 品 有 限 公 司（「本 公 司」，連 同 其 附 屬 公 司 統 稱「本 集 團」）根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則（「上 市 規 則」）第13.09(2)條及香港法例第571章證券及期貨條例第XIVA部 之 內 幕 消 息 條 文 作 出。 本公 ...

Group 1: Company Overview - The company has been deeply engaged in the instant noodle business for over 70 years, establishing a solid position in the high-end market since its founding in 1984 [1] - The company is backed by Nissin Foods Group from Japan, with a concentrated shareholding structure and a core management team with decades of industry experience [1] - Projected revenue for 2024 is HKD 3.812 billion, with a net profit of HKD 207 million, indicating stable profitability and a gross margin increase to 34.42% [1] Group 2: Industry Trends - The growth rate of the instant noodle market is slowing, with the market size peaking at RMB 128.2 billion in 2013, facing challenges from prepared dishes and takeout services [1] - The frozen food industry is entering a high-speed development phase, with a market size of RMB 183.54 billion in 2023, expected to reach RMB 213.09 billion by 2025 [1] - The traditional main food category in the frozen food sector has a relatively concentrated and stable competitive landscape, while new categories are emerging with strong growth potential [1] Group 3: Brand and Product Strategy - The company has established a high-end brand image through its role as an industry standard setter and a continuous differentiation strategy [2] - Product innovation is driven by pioneering technology and a diverse brand matrix, catering to consumers' differentiated needs [2] - The company optimizes its distribution channels through a multi-channel approach, enhancing brand awareness and market share [2] Group 4: Financial Performance and Outlook - The core instant noodle business provides stable revenue support, while other food segments contribute to growth [2] - The company shows signs of recovery in revenue and profit, with mainland operations maintaining a high proportion and stable growth [2] - The company has effective cost control, with a stable cash flow supporting consistent dividend payouts [2] Group 5: Earnings Forecast - The company is projected to have EPS of HKD 0.27, 0.31, and 0.34 for 2025-2027, with corresponding PE ratios of 26X, 22X, and 20X [3]

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4]. Core Views - The company has a solid foundation in the instant noodle market, with a strong position in the high-end segment, and is leveraging overseas expansion for new growth [1][2]. - The company is experiencing a recovery in revenue and profit, driven by continuous product innovation and effective marketing strategies [2][3]. - The financial outlook is positive, with expected earnings per share (EPS) growth from 0.27 to 0.34 HKD from 2025 to 2027, indicating a resilient business model [3]. Summary by Sections Company Overview - The company has been a pioneer in the instant noodle industry since its establishment in 1984, defining global standards and leading the high-quality instant meal trend [1][17]. - It has a concentrated ownership structure, with the majority shareholder holding 72.05% of the shares, ensuring efficient strategic decision-making [24]. Financial Performance - The company’s revenue is projected to be 38.12 billion HKD in 2024, with a net profit of 2.07 billion HKD, reflecting stable profitability [1][3]. - The gross margin is expected to increase to 34.42% in 2024, with a recent recovery in the net profit margin to 10.45% [1][3]. - The company has maintained a stable expense ratio, indicating efficient operational management [2][30]. Industry Analysis - The instant noodle market in China has seen a slowdown in growth, with the market size reaching approximately 1240.14 billion HKD in 2024, but still presents opportunities for innovation and high-end transformation [2][46]. - The frozen food sector is entering a high-growth phase, with the market size expected to reach 2130.9 billion HKD by 2025, driven by evolving consumer preferences and improved logistics [2][46]. Investment Highlights - The core instant noodle business remains robust, while other food segments provide additional growth momentum [2][4]. - The company is effectively controlling costs and maintaining a strong cash flow, supporting consistent dividend payouts [2][3]. - The company is strategically exiting underperforming markets and focusing on Southeast Asia and Australia for expansion [21][24].

Group 1 - The core point of the article highlights the trading activity and positions in the methanol futures market as of June 16, 2025, indicating a price increase and significant trading volume [1][2] - The main contract for methanol (2509) saw a price change of +3.62% with a trading volume of 2.5936 million lots, and total trading across all contracts reached 3.0957 million lots, an increase of 1.1271 million lots from the previous day [1][3] - The top 20 positions show a net short position with a difference of 52,462 lots, where the long positions increased by 5,268 lots and short positions increased by 5.63 million lots compared to the previous day [1][4] Group 2 - The top three long positions are held by CITIC Futures (88,116 lots), Guotai Junan (73,706 lots), and Dongzheng Futures (62,503 lots), while the top three short positions are held by Guotai Junan (138,891 lots), CITIC Futures (123,006 lots), and Huatai Futures (70,612 lots) [1][3] - The article provides detailed data on the changes in positions for both long and short sides among the top 20 members, indicating significant increases and decreases in holdings for various firms [1][4] - The overall trading volume and position changes reflect a dynamic market environment, with notable shifts in both long and short positions among major players in the methanol futures market [1][3][4]