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 ...

国信证券则表示，看好2025年肉牛大周期反转，肉价上涨预计持续到2027年；2025年下半年国内原奶供 需格局或改善，价格有望回暖。对于奶牛养殖标的，原奶行情改善利好主业盈利修复，同时肉牛大周期 上行有望明显增厚其奶牛淘汰和犊牛外销收益，肉奶共振背景下具备较高业绩修复弹性，推荐优然牧 业、现代牧业、中国圣牧。 消息面上，7月28日，《育儿补贴制度实施方案》出台，方案为2025年1月1日起，对符合法律法规规定 生育的3周岁以下婴幼儿发放每孩每年3600元的补贴，至其年满3周岁。爱建证券表示，预计政策将惠及 2000多万婴幼儿家庭，有望直接拉动乳制品特别是婴幼儿奶粉消费。 乳业股延续近期强势表现，截至发稿，中国圣牧(01432)涨9.09%，报0.48港元；优然牧业(09858)涨 3.53%，报4.4港元；蒙牛乳业(02319)涨1.46%，报16.67港元；澳优(01717)涨1.19%，报2.55港元。 ...

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]

港股市场乳业股全线飙升，其中，澳亚集团涨超37%，现代牧业涨15%，原生态牧业、中国圣牧涨超 10%，优然牧业涨超8%，澳优涨近5%。 消息面上，国务院新闻办公室将于2025年8月13日(星期三)上午10时举行新闻发布会，请财政部副部长 廖岷和商务部、中国人民银行、金融监管总局有关负责人介绍个人消费贷款贴息政策和服务业经营主体 贷款贴息政策有关情况，并答记者问。 另外，华泰证券最新报告指，在全球供应链调整和消费升级的共同推动下，中国乳制品行业正迎来 从"规模扩张"向"价值提升"的战略转型，奶酪、黄油等固体乳制品凭借高营养价值和广泛的用途，正成 为推动餐饮业创新和健康食品发展的重要力量。该机构测算得24年B端乳制品行业规模已超400亿，预 计28年市场规模有望达703亿元。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02425 | 澳亚集团 | | 37.67% | 2.010 | 19.71亿 | | 01117 | 现代牧业 | | 15.08% | 1.450 | 114.78亿 | | 01431 ...

Core Viewpoint - The 2025 Aoyou Foundation & Haipinokai Gexianghua Tibet Maternal and Infant Nutrition Health Improvement Public Welfare Program has officially launched, marking its 9th consecutive year of operation, aiming to establish a new paradigm of "corporate benevolence" in China's maternal and infant industry through "four-dimensional innovation" [1][2]. Group 1: Project Overview - The Aoyou Foundation, initiated by Aoyou Dairy in 2019, has donated over 100 million yuan to various social causes since its establishment [2]. - The "Haipinokai Gexianghua" public welfare project, started in 2017, focuses on improving maternal and infant health in Tibet through knowledge dissemination, training for village medical staff, material donations, and special assistance funds [2]. - The project has reached all areas of Tibet, donating over 11.1 million yuan and benefiting more than 6,500 maternal and infant families, with 59 training sessions conducted for local medical staff [2]. Group 2: Activities and Innovations - This year's public welfare activities will include health education, village doctor training, academic exchanges, free medical consultations, and family visits across multiple locations in Tibet [3]. - The project has introduced four major innovations to enhance engagement and awareness regarding maternal and infant nutrition in Tibet [4]. - A public welfare theme song titled "Gexianghua's Vigil" has been created to highlight the project's journey over the past nine years, showcasing key moments and community involvement [4]. Group 3: Community Engagement - The project will utilize social media to launch a campaign titled "WhatMoreCanWeDoForMaternalAndInfantHealth" to further amplify public participation and awareness [4]. - The "Music + Nutrition" enlightenment course will be introduced, using songs and interactive games to teach children about nutrition in an engaging manner [5]. - A "Gexianghua Art Co-creation" ceremony will be held, where contributions from participants will be combined into a giant Gexianghua installation, symbolizing the collective effort and goodwill towards the local community [6].

"这是我们非常重要的消费者调研活动之一，虽然征集'小用户'相对比征集成人用户更困难，但小朋友 是我们产品的真正使用者，聆听他们的声音，是品牌产品开发和优化过程中不可或缺的一环。"本次试 吃大会的活动负责人宾嘉盛表示，"零距离贴近消费者，深挖、共创产品需求，通过持续创新为消费者 提供超越期待的产品和服务，是公司秉持的经营理念"。 今年以来，在"两重""两新"等提振消费政策加力实施的支持下，我国消费市场总体保持了稳定增长态 势。消费向稳向新趋势不改，在业内看来，通过深化体制机制改革与创新协同发力，破解制约消费增长 的瓶颈，对实现消费驱动型增长具有重要意义。以消费者为中心，做消费者真正需要的创新，才能赢得 更多消费者的信赖与选择，作为一家消费品企业，澳优乳业深谙此道。 7月28日上午，澳优全球总部大楼四楼会议室一扫往常的庄重感，取而代之环绕着的是近30个孩子的雀 跃之声，这里正开展一场别开生面的产品试用官活动——"爱益森跃高420试吃大会"。活动主办方澳优 乳业旗下营养品品牌Nutrition Care通过这场活动，零距离与这些"小用户"进行面对面互动和交流，了解 他们在成长过程中对于长高的认识和困扰，及对其产品爱 ...

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分內容而產生或因依賴該等內容而 引致的任何損失承擔任何責任。 中華人民共和國，二零二五年八月七日 於本公告日期，董事會包括執行董事任志堅先生（行政總裁）、 Bartle van der Meer 先生及張志先生； 非執行董事韓石秀先生（主席）、閆俊榮女士及鄒贏先生；以及獨立非執行董事馬驥先生、陳福泉先 生及 Aidan Maurice Coleman 先生。 AUSNUTRIA DAIRY CORPORATION LTD 澳優乳業股份有限公司 (「本公司」) 之董事會 (「董事會」) 謹此公告，董事會將於二零二五年八月 二十七日 (星期三) 舉行會議，藉以 (其中包括) (i) 考慮及批准宣佈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公告；及 (ii) 考慮建議派發中期股息 (如有)。 承董事會命 澳優乳業股份有限公司 主席 韓石秀 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) 董事會會議通告 ...

长沙晚报掌上长沙8月7日讯（全媒体记者 曹开阳 通讯员 周碧波）8月6日，2025澳优基金会&海普诺凯格桑花西 藏母婴营养健康提升公益计划（以下简称"2025澳优基金会海普诺凯格桑花公益行"）正式启程。今年是该公益项 目连续开展的第9年，项目再次整合学术守护、科学哺育、爱心联动三大核心行动，以"四维创新"开启中国母婴行 业"企业向善"新范式，用专业力量筑牢高原母婴健康防线。 行程揭晓：5地9场活动 2025澳优基金会海普诺凯格桑花公益行，是海普诺凯对"全面营养 百年精研"的深度践行——从湘江之畔到冈仁波 齐，公益团用脚步丈量责任，以创新突破界限。这不仅是一次公益行动，更是一场关于生命平等地奔赴：让高海 拔地区的母婴也能享有科学营养，让每个生命都能在阳光下舒展绽放。 公益不是一个人做很多，而是每个人都做一点点。今年，海普诺凯荷天下母婴联盟的合作伙伴用创新模式为公益 行动注入可持续动能。中国营养学会、北京大学医学部、清华大学附属北京清华长庚医院、中南大学湘雅医院、 河南省妇幼保健院、西藏自治区红十字会、西藏自治区母子保健协会等专业组织机构，以专业积淀搭建学术桥 梁，让科学哺育知识扎根高原医疗体系。各级政府部门全程 ...

Core Insights - The introduction of two significant childcare support policies in China is expected to positively impact the infant formula market, leading to structural benefits for companies in the sector [1][2][6] Policy Implementation - The childcare subsidy policy, effective from January 1, 2025, will provide families with 3,600 yuan annually for each child under three years old, significantly enhancing the purchasing power of families with infants [2][6] - The policy is projected to release approximately 54 billion to 86 billion yuan annually for childcare, with a substantial portion likely directed towards infant formula consumption [2][6] Market Reaction - Following the announcement of the policies, major infant formula companies such as Yili and Beingmate experienced notable stock price increases, indicating a positive market response [4][5] - Yili's stock rose to 27.57 yuan per share, while Beingmate saw a peak increase of 9.97% shortly after the policy announcement [4][5] Short-term Opportunities - The policies are expected to create new opportunities for sales in the infant formula sector, particularly for products targeting infants aged 0-3 years, with potential for both volume and price increases [6][10] - Companies like Yili and Feihe are likely to benefit from increased demand for their premium products, such as organic and specialized formulas [6][10] Strategic Shifts - The subsidy policies are anticipated to shift the strategic focus of infant formula companies towards deeper market penetration in lower-tier cities, where the impact of subsidies is expected to be more pronounced [10][12] - Companies are adjusting their product offerings and marketing strategies to cater to the subsidized demographic, with initiatives like Yili's "town station" plan and Mengniu's "subsidy selection" series [10][12] Competitive Landscape - The competition among infant formula companies is expected to intensify as they vie for the benefits of the subsidy policies, leading to increased investment in lower-tier markets [10][12] - Companies must also adapt to potential disparities in subsidy distribution and consumer demand fluctuations, necessitating flexible supply chain strategies [12]

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: 澳優乳業股份有限公司 呈交日期: 2025年8月4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) | 01717 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | 0 | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | 本月底法 ...