Group 1 - The Hong Kong stock market saw a significant rise in dairy stocks, with Australia Asia Group increasing by over 37%, Modern Dairy by 15%, and other companies like Original Ecology Dairy and China Shengmu rising over 10% [1][2] - The Chinese dairy industry is undergoing a strategic transformation from "scale expansion" to "value enhancement," driven by global supply chain adjustments and consumption upgrades [1] - Solid dairy products such as cheese and butter are becoming key drivers for innovation in the catering industry and the development of healthy food, with the B-end dairy product market expected to exceed 40 billion yuan by 2024 and reach 70.3 billion yuan by 2028 [1] Group 2 - Australia Asia Group's stock rose by 37.67% to a latest price of 2.010, with a total market value of 1.971 billion yuan [2] - Modern Dairy's stock increased by 15.08% to a price of 1.450, with a market capitalization of 11.478 billion yuan [2] - Other notable increases include Original Ecology Dairy at 10.53% (0.420, 0.197 billion yuan), China Shengmu at 10.23% (0.485, 0.4065 billion yuan), and YouRan Dairy at 8.44% (4.370, 17.011 billion yuan) [2]

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].

Core Viewpoint - The company is focusing on consumer engagement and innovation to enhance product development and meet the needs of children, particularly through direct interaction with young users during product testing events [1][3]. Group 1: Company Overview - Founded in September 2003 in Changsha, Hunan, the company became the first infant formula company listed on the Hong Kong Stock Exchange in October 2009 (stock code 1717.HK) [5]. - The company has established a complete global supply chain with 11 factories and sells products in over 60 countries and regions, focusing on high-end dairy and nutritional products [5]. - The company has developed a comprehensive nutrition care system covering infant formula, health foods, specialized medical foods, and personalized nutrition products [5]. Group 2: Recent Performance - In 2024, the company achieved a revenue of approximately RMB 7.402 billion, representing a year-on-year growth of 0.3%, while the profit attributable to equity holders increased by 35.3% to approximately RMB 236 million [6]. - The company has demonstrated resilience in revenue and profit growth despite external economic challenges [6]. Group 3: Innovation and Product Development - The company emphasizes continuous innovation across its entire supply chain to drive internal growth and high-quality development [6]. - In May of this year, the company launched four new sheep milk raw materials, filling market gaps in hydrolyzed proteins and lactoferrin, which will be applied in various product lines [6]. - The company aims to provide more high-quality, personalized, convenient, and intelligent dairy products to its users in the future [6].

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 ...

农业农村部办公厅发布《关于加快奶业纾困提升奶业高质量发展水平的通知》提出，各地要落实白名单 制度，及时向金融机构推送生产经营水平高、信用良好的奶牛养殖场名单，"点对点"做好金融政策对 接。 推动银行机构持续创新"青贮贷"等金融产品，保障养殖场青贮饲料收储资金需求。要将符合条件的项目 纳入农业农村基础设施融资项目库储备，探索采取贴息补助的办法给予支持。 国泰海通证券发布研报称，7月28日国家育儿补贴制度实施方案公布，"国补"正式进入生育领域，食饮 訾猛团队测算年均发放育儿补贴约千亿，有望发挥乘数效应且有加码可能，提振乳品等行业需求。考虑 到适龄人口发展趋势，国泰海通预计未来出生人口数将有所减少，单年度补贴额度也将随之降低，但仍 为一笔可观的财政支出。对乳制品行业而言，全国层面的育儿补贴有望拉动相关乳品消费，尤其是奶粉 等，有助于提振板块景气度，加速供需缺口收敛。 乳品行业涉及相关港股： 澳优（01717）、H&H国际控股(01112)、蒙牛乳业(02319)、现代牧业(01117)、中国飞鹤(06186)、优然 牧业(09858)、原生态牧业(01431)等。 加强银政企户精准有效对接，引导金融机构通过展期、续 ...

农业农村部办公厅发布《关于加快奶业纾困提升奶业高质量发展水平的通知》提出，各地要落实白名单 制度，及时向金融机构推送生产经营水平高、信用良好的奶牛养殖场名单，"点对点"做好金融政策对 接。 推动银行机构持续创新"青贮贷"等金融产品，保障养殖场青贮饲料收储资金需求。要将符合条件的项目 纳入农业农村基础设施融资项目库储备，探索采取贴息补助的办法给予支持。 国泰海通证券发布研报称，7月28日国家育儿补贴制度实施方案公布，"国补"正式进入生育领域，食饮 訾猛团队测算年均发放育儿补贴约千亿，有望发挥乘数效应且有加码可能，提振乳品等行业需求。考虑 到适龄人口发展趋势，国泰海通预计未来出生人口数将有所减少，单年度补贴额度也将随之降低，但仍 为一笔可观的财政支出。对乳制品行业而言，全国层面的育儿补贴有望拉动相关乳品消费，尤其是奶粉 等，有助于提振板块景气度，加速供需缺口收敛。 乳品行业涉及相关港股： 澳优（01717）、H&H国际控股(01112)、蒙牛乳业(02319)、现代牧业(01117)、中国飞鹤(06186)、优然 牧业(09858)、原生态牧业(01431)等。 加强银政企户精准有效对接，引导金融机构通过展期、续 ...

Core Viewpoint - The implementation of the "Childcare Subsidy System" is expected to stimulate the dairy industry, leading to increased subsidies from companies and potentially alleviating family economic pressures and improving birth rates, although long-term recovery in the dairy sector remains to be observed [1][3][8]. Group 1: Market Reaction - On July 29, the dairy sector experienced a significant rise, with Sunshine Dairy hitting the daily limit, Knight Dairy up 5.05%, Ausnutria up 3.67%, and Beingmate up 3.54% [3]. - The "Childcare Subsidy System" will provide annual subsidies of 3,600 yuan per child for families with children under three years old, benefiting over 20 million families annually [3][4]. Group 2: Company Initiatives - Companies like Feihe and Yili have already launched substantial subsidy programs, with Feihe offering 1.5 billion yuan and Yili increasing their subsidy to 1.6 billion yuan, aiming to support families during pregnancy and early childhood [4][5]. - Other dairy companies, including Junlebao, Beingmate, and Mengniu, are also following suit with similar subsidy initiatives [4]. Group 3: Industry Outlook - Analysts believe the new subsidy policy will boost demand for infant formula and high-end dairy products, with a projected annual subsidy total of around 100 billion yuan [4][6]. - The high-end infant formula market is showing signs of recovery, with companies like Danone and FrieslandCampina reporting revenue growth in their specialized nutrition segments [6][7]. Group 4: Competitive Landscape - The competition among dairy companies has evolved into a comprehensive approach, focusing on research innovation, supply chain management, and consumer engagement [7]. - The trend towards premiumization in the infant formula sector is becoming a key growth driver, with Feihe's ultra-premium product series seeing significant revenue increases [7]. Group 5: Policy Impact - The national childcare subsidy policy is expected to enhance domestic demand, improve birth rates, and increase willingness to raise children, contributing positively to the sustainable development of the dairy industry [8].