人民财讯12月19日电，12月19日，胡润研究院发布《2025胡润中国食品行业百强榜》，安德利果汁、优 然牧业、中国食品、巨星农牧、椰树、京基智农、五得利面粉、现代牧业等8家企业新进入榜单。 转自：证券时报 ...

Core Viewpoint - The company, Yantai Northern Andeli Juice Co., Ltd., is focusing on health drinks and functional foods due to rising consumer demand, while also planning to explore other health food sectors based on market research and regulatory compliance [1] Financial Performance - In the first three quarters, the company's revenue increased by 28.88% year-on-year, and net profit attributable to shareholders rose by 43.38% [1] Revenue and Profit Growth Drivers - Revenue and profit growth is attributed to three main factors: 1. Increased sales volume and product mix improvement, particularly in concentrated juice sales [2] 2. Higher proportion of high-margin products like decolorized and NFC juices, leading to net profit growth outpacing revenue growth [2] 3. Market share consolidation among leading companies due to the exit of smaller players, allowing the company to capture more market orders [2] Industry Dynamics - The core logic of industry consolidation remains unchanged, focusing on increased concentration and dominance of leading companies, with smaller players exiting due to financial and operational pressures [3] Policy Alignment and Business Strategy - The company is aligning its business strategy with policy directions, emphasizing high-quality supply to meet effective demand, particularly in green food production and quality consumption [4] - Efforts include optimizing green production processes and enhancing product quality through innovation and stringent quality control [4]

Core Viewpoint - The company, Andeli, is a leading exporter in the domestic concentrated juice industry, maintaining a high export share through the first three quarters of 2025, with increasing contributions from emerging markets along the Belt and Road Initiative [1] Group 1: Export Markets - The company exports to traditional markets such as the United States, Japan, Russia, and South Africa [1] - Since 2025, the company has seen a significant increase in export share to emerging markets in Central Asia and Southeast Asia [1]

（文章来源：证券日报） 证券日报网12月17日讯安德利在12月17日回答调研者提问时表示，公司股东减持方面，本次相关股东减 持系其基于股东合理资金需求的自主安排，只减持1%，且股东已严格按照监管要求履行了信息披露义 务，不存在您所担忧的"清仓卖给投资者"的情形；投资者权益保护方面，公司始终高度重视投资者合法 权益，通过稳健经营、规范信息披露、积极开展投资者交流等方式，持续与投资者保持良性互动，努力 以良好的经营发展回报广大投资者；在股份回购方面，公司的股份回购事项会结合自身发展战略、经营 实际、市场环境等因素综合考量，并严格按照相关法律法规及监管规则推进，后续若有相关计划，公司 将及时履行信息披露义务。公司将继续专注主业经营，稳步推进各项业务布局。 ...

（文章来源：证券日报） 证券日报网12月17日讯安德利在12月17日回答调研者提问时表示，公司收入、盈利能力在持续优化的同 时，也在不断加大分红、回购力度以回报投资者。公司自2003年在港股上市以来，累计分红6.35亿元人 民币；截至2025年10月底，累计回购金额6.57亿港币。其中，2020-2024年度，分别每10股派息0.5元、 0.5元、1.0元、2.2元和2.5元，派息金额持续增加；同时，2020年度-2024年度，陆续回购H股1070万 股、960万股、870万股、780万股，共支付2.99亿港币，并将回购的总计3680万股注销。公司2025年6月 至9月回购701.2万股，支付1.22亿港币。公司港股上市以来，累计回购10次，回购金额6.57亿港币。公 司上市以来通过分红和回购回报投资者金额累计达12亿元人民币。后期如有回购H股股份的计划，公司 将严格遵循《上市公司信息披露管理办法》等法律法规要求，及时履行信息披露义务。 ...

证券日报网12月17日讯安德利在12月17日回答调研者提问时表示，行业整合核心逻辑未发生变化，过去 3年浓缩果汁行业整合始终围绕"集中度提升、头部企业主导"的逻辑，未出现本质改变。一方面，行业 内部分传统大厂因经营困难陷入债务、诉讼漩涡甚至进入破产重整程序，部分中小产能也因资金压力、 环保压力、成本管控能力不足等因素退出市场；另一方面，头部企业凭借资金实力、多产区产能布局、 规模化采购等优势，持续承接市场空白份额，行业资源不断向头部集聚，目前"两强主导"的竞争格局已 趋于稳固，未来3年-5年行业整合仍将延续这一逻辑。 （文章来源：证券日报） ...

Core Viewpoint - The company emphasizes the importance of policy guidance and aims to create effective demand through high-quality supply in its business layout [2] Group 1: Business Strategy - The company will leverage its existing production and supply chain systems to optimize green production processes and enhance traceability and sustainable sourcing of raw materials in the green food sector [2] - In terms of quality consumption supply, the company plans to deepen product innovation and quality enhancement, aligning new product launches and optimizing product structure with market demand [2] - The company will continue to follow policy guidance and deepen initiatives in relevant areas to match market demand with high-quality supply [2]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the first three quarters of 2025, driven by increased sales of core products and an improved product mix [2] Group 1: Financial Performance - The company achieved a revenue of 1.321 billion yuan, representing a year-on-year increase of 28.88% [2] - The net profit attributable to shareholders reached 283 million yuan, reflecting a year-on-year growth of 43.38% [2] Group 2: Growth Drivers - The growth in revenue and profit is attributed to three main factors: 1. Increased sales volume and improved product structure, particularly in concentrated juice sales, which significantly boosted revenue [2] 2. The accelerated release of industry pattern dividends, with a competitive landscape dominated by two major players, leading to market share consolidation towards leading companies [2] 3. Advantages in production capacity and channel layout, with the company completing a capacity layout across 7 provinces and 10 factories, and experiencing significant order growth from emerging markets along the "Belt and Road" initiative [2]

Group 1 - The company is closely monitoring innovations in collaboration with retail terminals to promote mutual business development [2]

证券日报网12月17日讯安德利在12月17日回答调研者提问时表示，公司前三季度销售毛利率为 24.38%，较2025年上半年23.93%实现了小幅增长，增长的原因主要包括两点：一是成本端管控成效显 著，公司依托多产区原料布局，同时规模化生产摊薄了单位加工、能耗成本，有效控制了营业成本。二 是产品结构持续优化，高毛利率的高端果汁产品在营收中的占比持续提升，这类产品定价相对独立于传 统浓缩果汁，其盈利水平显著高于常规品类，拉动了整体毛利率的上行，实现了盈利能力的稳步改善。 （文章来源：证券日报） ...