北京商报讯（记者 孔文燮）8月27日，澳优披露的2025年半年度财报显示，上半年实现营业收入约为 38.87亿元，同比增长5.6%；实现归属于上市公司股东的净利润约为1.81亿元，同比增长24.1%。 ...

Core Viewpoint - The announcement highlights a significant revenue growth for the company, driven by strong performance in its proprietary brand of goat milk formula and strategic acquisitions, indicating a positive outlook for future growth [1] Group 1: Revenue Performance - For the mid-2025 period, the company's total revenue reached RMB 3,886.8 million, an increase of RMB 205.7 million or 5.6% compared to RMB 3,681.1 million in the same period of 2024 [1] - The exceptional growth in revenue is primarily attributed to the overseas market performance of the company's proprietary goat milk formula, which saw a substantial year-on-year increase of 65.7%, surpassing market expectations [1] Group 2: Strategic Acquisitions - In October 2024, the company completed the strategic acquisition of the remaining 50% stake in the Dutch dairy company Amalthea Group B.V., enhancing control over core product raw materials [1] - This acquisition not only secures the supply chain for the company's flagship products but also introduces a new cheese product line, further diversifying the company's business portfolio and contributing to revenue growth [1] Group 3: Profitability - As of mid-2025, the company recorded a profit attributable to equity holders of RMB 180.5 million, reflecting a 24.1% rebound compared to the same period in 2024 [1]

Core Insights - The company reported a revenue of RMB 3.887 billion for the six months ending June 30, 2025, representing a year-on-year increase of 5.6% [1] - Profit attributable to equity holders reached RMB 180 million, reflecting a significant year-on-year increase of 24.12% [2] - Earnings per share stood at RMB 0.1014 [1] Revenue Growth - The overall revenue for the first half of 2025 was RMB 3.887 billion, an increase of RMB 206 million or 5.6% compared to RMB 3.681 billion in the same period of 2024 [1] - The growth was primarily driven by the strong performance of the company's proprietary brand formula goat milk powder, which saw a substantial year-on-year increase of 65.7% in overseas markets, exceeding market expectations [1] Strategic Developments - In October 2024, the company completed the strategic acquisition of the remaining 50% stake in the Dutch goat cheese company Amalthea Group B.V., enhancing control over core product raw materials and expanding its product line with new cheese offerings [1] - This acquisition is expected to inject new momentum into revenue growth by diversifying the company's business portfolio [1] Cost Management - During the first half of 2025, the company implemented various cost control measures while striving for performance improvement [2] - Despite pressures from rising milk prices and euro appreciation, the company successfully enhanced supply chain efficiency, leading to effective cost management [2]

经过历时两年的战略调整与业务优化，本集团收入持续保持稳健增长态势。2025年中期期间本集团整体 收入达38.87亿元，较2024年同期的36.81亿元增长2.06亿元或5.6%。增长主要源于本集团自家品牌配方 羊奶粉("自家羊奶粉"或"佳贝艾特")海外市场表现优异，同比大幅增长65.7%，再次超越市场预期。其 次，2024年10月，本集团完成对荷兰羊乳酪公司 Amalthea Group B.V.(Amalthea)余下50%股份的战略收 购。这一重要布局不仅实现了佳贝艾特核心产品原料的自主可控，更通过新增奶酪产品线进一步丰富本 集团业务版图，为营收增长注入新动力。此外，营养品业务的突破亦带来上半年营收的增量。 于成本费用方面，2025年中期期间，本集团在奋力拼搏业绩的同时，更加精进业务，并同时实施多项费 用管控措施。另一方面，在奶价上涨、欧元升值等多重压力下，本集团持续提升供应链效率，从而达到 有效的成本管控。截至2025年上半年，本集团录得本公司权益持有人应占利润为 1.8亿元，较2024年同 期实现24.1%的反弹。 智通财经APP讯，澳优(01717)发布截至2025年6月30日止6个月中期业绩，该集 ...

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 而引致的任何損失承擔任何責任。 AUSNUTRIA DAIRY CORPORATION LTD 澳優乳業股份有限公 司 （於開曼群島註冊成立之有限公司） （股份編號：1717） 修訂二零二五年採購框架協議下之現有年度上限 修訂二零二五年採購框架協議下之現有年度上限 茲提述本公司日期為二零二四年十二月二十七日之公告，內容有關（其中包括）本公司與伊利實業訂 立二零二五年採購框架協議，年期由二零二五年一月一日起至二零二七年十二月三十一日止。 基於本集團截至二零二五年七月三十一日止七個月之未經審核管理賬目及經營數據，董事會注意 到，截至二零二五年七月三十一日止七個月，二零二五年採購框架協議下之交易金額約為人民幣 33.5百萬元（佔二零二五年度之現有年度上限約83.9%），接近二零二五年度之現有年度上限，且預期 將於年底前超越二零二五年度之現有年度上限。 鑑於上文所述，本公司與伊利實業於二零二五年八月二十七日訂立補充協議，以修訂現有年度上限 （ ...

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的內容概不負責，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 而引致的任何損失承擔任何責任。 AUSNUTRIA DAIRY CORPORATION LTD 澳優乳業股份有限公 司 （於開曼群島註冊成立之有限公司） （股份編號：1717） 截至二零二五年六月三十日止六個月之 中期業績 財務摘要 截至六月三十日止六個月 二零二五年 二零二四年 變動 人民幣百萬元 人民幣百萬元 % 收入 3,886.8 3,681.1 5.6 毛利 1,627.7 1,597.7 1.9 毛利率 (%) 41.9 43.4 (1.5)個百分點 EBITDA 397.5 306.4 29.7 本公司權益持有人應佔利潤 180.5 145.4 24.1 截至二零二五年六月三十日止六個月（「二零二五年中期期間」或「二零二五年上半年」），澳優乳業股 份有限公司（「澳優」或「本公司」）及其附屬公司（統稱「本集團」）錄得下列各項： • 收入增加人民幣205.7百萬元或5.6%。 1 本公司董事（「董事」）會（「董事會」）謹此公 ...

Group 1 - The "Summer Gift - Gathering in Changsha" event, co-hosted by local government and companies like JD Group and Ausnutria, aims to enhance consumer experience and promote quality consumption in Changsha [1][3] - The collaboration between JD Group and Ausnutria is designed to provide high-quality nutritional products at more affordable prices, benefiting more families [3][4] - The event features the distribution of consumer vouchers covering over 30,000 mother and baby products from more than 700 brands, offering a 10% discount on the actual payment amount [4][5] Group 2 - Ausnutria's products saw double-digit growth on JD's platform in August, indicating strong consumer recognition and the effectiveness of the event in stimulating market activity [5] - The initiative is part of a broader strategy to elevate local industry capabilities and transform from "product output" to "brand value enhancement," allowing local products to reach a wider national market [5] - Ausnutria plans to leverage this event as a starting point for further technological innovation and quality upgrades, contributing to the "Healthy China" initiative and enhancing consumer health and happiness [5]

本报讯 8月18日，记者从澳优乳业（中国）有限公司（以下简称"澳优"）方面了解到，澳优基金会海普 诺凯格桑花公益团今年连续第9年走进西藏自治区，圆满完成此次为期10天的公益行程。 "如果用一个词总结这9年，我选'看见'"，澳优基金会海普诺凯格桑花公益行发起人、负责人蒋伟表 示，我们在医院、福利院、学校还有家访时遇到了许多小朋友，他们的笑容让我明白，公益的意义在于 让高原上的人们知道，在遥远的远方也有人在乎他们的健康成长。 "公益不是一次性捐赠，而是持续性赋能。"中国妇幼保健协会副会长黄顺玲表示，澳优基金会海普诺凯 格桑花公益行已经开展9年，项目以提升西藏自治区母婴人群健康水平为宗旨，结合当地实际情况，开 展专家进藏带教、专家技术培训等形式各异的公益活动，为当地健康教育水平的提升做出了突出贡献。 近年来，"降低生育成本""发放育儿补贴""完善托育服务"成为社会热议的高频词，澳优构建生育友好型 社会的公益脚步早已开始。从早期的"母爱800g""守护第一口奶"到如今的"澳优基金会海普诺凯格桑花 公益行"，澳优在持续探索与时代背景和社会需求相契合的公益发展模式。 澳优执行董事、总裁任志坚表示，澳优一直将"守护母婴健康 ...

Core Viewpoint - The dairy sector continues to show strong performance, driven by new government policies aimed at boosting infant formula consumption and improving the overall dairy market conditions by 2025 [1] Group 1: Market Performance - As of the report, China Shengmu (01432) increased by 9.09% to HKD 0.48, YouRan Dairy (09858) rose by 3.53% to HKD 4.4, Mengniu Dairy (02319) gained 1.46% to HKD 16.67, and Ausnutria (01717) climbed 1.19% to HKD 2.55 [1] Group 2: Policy Impact - On July 28, the "Implementation Plan for the Childcare Subsidy System" was released, which will provide an annual subsidy of HKD 3,600 per child for families with children under three years old starting January 1, 2025 [1] - This policy is expected to benefit over 20 million families with infants, likely leading to increased consumption of dairy products, particularly infant formula [1] Group 3: Industry Outlook - Guosen Securities is optimistic about a reversal in the beef cycle by 2025, predicting that meat prices will continue to rise until 2027 [1] - The domestic raw milk supply and demand situation is expected to improve in the second half of 2025, with prices likely to recover [1] - For dairy farming companies, the improvement in raw milk prices is anticipated to enhance main business profitability, while the upward trend in the beef cycle may significantly increase profits from culling dairy cows and selling calves [1] - Companies such as YouRan Dairy, Modern Dairy, and China Shengmu are recommended due to their high performance recovery potential in the context of dairy and beef market synergy [1]

Group 1 - Dairy stocks continue to show strong performance, with China Shengmu (01432) up 9.09% to HKD 0.48, Yurun Dairy (09858) up 3.53% to HKD 4.4, Mengniu Dairy (02319) up 1.46% to HKD 16.67, and Ausnutria (01717) up 1.19% to HKD 2.55 [1] - The implementation plan for the childcare subsidy system was released on July 28, which will provide a subsidy of HKD 3,600 per child per year for children under three years old starting from January 1, 2025, benefiting over 20 million families [1] - The policy is expected to directly boost the consumption of dairy products, particularly infant formula [1] Group 2 - Guosen Securities is optimistic about the reversal of the beef cycle in 2025, predicting that meat prices will continue to rise until 2027 [1] - The domestic raw milk supply and demand situation is expected to improve in the second half of 2025, leading to a potential price recovery [1] - The improvement in raw milk prices is favorable for the profitability of dairy farming, and the upward trend in the beef cycle is expected to significantly enhance the income from culling dairy cows and selling calves, recommending Yurun Dairy, Modern Dairy, and China Shengmu for their high performance recovery potential [1]