智通财经APP讯，蒙牛乳业(02319)公布，2025年12月30日注销1430万股已回购股份。 ...

格隆汇12月30日丨蒙牛乳业(02319.HK)发布公告，2025年12月30日注销合计1430万股购回股份。 ...

FF305 表格類別： 股票 狀態： 新提交 公司名稱： 中國蒙牛乳業有限公司 呈交日期： 2025年12月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02319 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 ...

Investment Rating - The report assigns an "Outperform" rating to multiple companies in the essential consumer goods sector, including Guizhou Moutai, Wuliangye, Luzhou Laojiao, and others, indicating a positive outlook for these stocks [1]. Core Insights - Wholesale prices of Baijiu have mostly stabilized, with specific brands showing varied price changes. For instance, the price of Feitian Moutai (case) is 1600 yuan, down by 50 yuan from last month, while the price of Wuliangye has increased by 20 yuan to 820 yuan [3][38]. - Discounts on liquid milk have significantly increased, while discounts on seasoning and soft drink products have narrowed compared to the end of November. The average discount rate for seasonings rose from 85.9% to 87.1%, and for soft drinks from 85.6% to 86.7% [5][17][35]. Summary by Sections Baijiu Pricing - The report details the wholesale prices of key Baijiu brands, noting that Feitian Moutai's prices have decreased by 640 yuan year-to-date compared to the previous year. Other brands like Wuliangye and Luzhou Laojiao have also shown price stability or slight increases [9][38]. Discount Trends - Discounts on liquid milk products have widened, with the average discount rate dropping from 66.0% to 62.8%. In contrast, discounts on convenience foods have decreased from 95.8% to 94.8% [19][21][36]. - The report highlights that infant formula and beer products have maintained stable discount rates, with slight changes observed [18][35]. Company Ratings - The report lists several companies rated as "Outperform," including Guizhou Moutai, Wuliangye, and others, indicating strong expected performance relative to the market [1].

"中轴有礼"蒙牛联名产品发布会现场 北京京企中轴线保护公益基金会秘书长梅松致辞 蒙牛集团常温销管北京大区总经理宗西庆在阐述合作理念时指出："蒙牛滋养生命力，这种滋养，既有对身体的关 怀，也应有对精神的润泽。中轴线是时间的沉淀，是文明的养分。我们希望通过这款产品，让消费者在获得自然营养 的同时，也能触碰历史温度，实现'一口醇香，一眼千年'的文化体验。这是品牌践行社会责任、深化文化融合的重要 实践。" 转自：新华财经 12月29日下午，一场联结历史与当下的发布活动在北京中轴线遗产点之一的先农坛庆成宫举行。北京京企中轴线保护 公益基金会与内蒙古蒙牛乳业（集团）股份有限公司在此共同发布联名产品——"中轴有礼"定制装纯牛奶。此次活动 以"传承中轴 滋养新生"为主题，标志着国民乳业品牌与超级文化IP的一次深度携手，探索文化遗产的活化传承新路 径。 北京中轴线历经七百余年，是中国古代都城秩序的杰出典范，承载着深厚的文明记忆；蒙牛乳业作为乳业领军企业， 长期致力于国民营养健康。双方的合作，根植于"守护"与"滋养"这一共同的价值内核。 "中轴线不仅是一条空间轴线，更是一条活态的文化脊梁。"北京京企中轴线保护公益基金会秘书长梅松 ...

"中轴线不仅是一条空间轴线，更是一条活态的文化脊梁。"北京京企中轴线保护公益基金会秘书长梅松 在致辞中表示，"我们致力于让文化遗产融入当代生活。与蒙牛的合作，正是希望将中轴线所蕴含的礼 序、和谐之美，通过日常消费产品，传递到千家万户。这瓶牛奶，是一个载体，也是一份来自历史的诚 挚邀请。" 来源：环球网 12月29日下午，一场联结历史与当下的发布活动在北京中轴线遗产点之一的先农坛庆成宫举行。北京京 企中轴线保护公益基金会与内蒙古蒙牛乳业（集团）股份有限公司在此共同发布联名产品——"中轴有 礼"定制装纯牛奶。此次活动以"传承中轴 滋养新生"为主题，标志着国民乳业品牌与超级文化IP的一次 深度携手，探索文化遗产的活化传承新路径。 "中轴有礼"蒙牛联名产品发布会现场 北京中轴线历经七百余年，是中国古代都城秩序的杰出典范，承载着深厚的文明记忆；蒙牛乳业作为乳 业领军企业，长期致力于国民营养健康。双方的合作，根植于"守护"与"滋养"这一共同的价值内核。 北京京企中轴线保护公益基金会秘书长梅松致辞 "中轴有礼"蒙牛联名产品发布 在发布会现场，一场别开生面的汉服走秀生动展示了"中轴有礼"蒙牛联名产品。模特手持产品款款而 行， ...

来源：光大证券微资讯 热点聚焦 HOT 1、受大宗商品巨幅波动引发的紧张情绪推动，隔夜，美股三大指数均小幅收跌，道指跌0.51%，纳指 跌0.5%，标普500指数跌0.35%。纳斯达克中国金龙指数收跌0.67%。由于乌克兰停火谈判进展有限，国 际油价涨超2%。WTI原油期货收涨2.36%，报58.08美元/桶。布油期货结算价收涨2.14%，报61.94美元/ 桶。 2、隔夜，国际贵金属大幅收跌，COMEX黄金期货跌4.45%，报4350.2美元/盎司；COMEX白银期货跌 7.2%，报71.64美元/盎司。现货白银大跌近9%，现货钯金跌超15%，现货铂金跌超14%。30日7:05，现 货钯金跌破1600美元/盎司，日内跌超2%。现货铂金跌幅扩大至2%，最低报2049.38美元/盎司。据报 道，大量交易员正在从创纪录涨势中获利了结，加剧了贵金属下跌势头。 5、12月29日晚间，天箭科技发布重大风险提示公告：因相关军品价格调整，公司预计2025年度扣非归 母净利润将为负值，且扣除后营业收入低于3亿元。公司股票可能被实施退市风险警示，将冠 以"*ST"字样。11月以来，公司已收获4个涨停板，年内涨幅超60%。同日， ...

Core Viewpoint - Inner Mongolia Mengniu Dairy (Group) Co., Ltd. plans to increase its stake in Shanghai Miaokelan Duo Food Technology Co., Ltd., which is currently the controlling shareholder, by acquiring between 2,550,268 and 5,100,536 shares within three months [2]. Group 1: Shareholder Information - The increasing entity, Inner Mongolia Mengniu, holds 187,569,222 shares, representing 36.77% of the total share capital of the company before the increase [2]. Group 2: Increase Plan Details - The increase plan allows for the acquisition of no less than 2,550,268 shares and no more than 5,100,536 shares through the Shanghai Stock Exchange trading system, including but not limited to centralized bidding and block trading [2]. - The increase plan is set to be executed within three months from the start date of the share acquisition [2]. Group 3: Risk Considerations - There are potential risks associated with the increase plan due to changes in the capital market and other unpredictable factors that may prevent the plan from achieving its expected outcomes [2]. - The company will fulfill its information disclosure obligations if any risks arise during the implementation of the increase plan [2]. Group 4: Additional Notes - If the company undergoes share issuance or convertible bond conversion, Inner Mongolia Mengniu intends to maintain its proportion of increased shares [3]. - The company will continuously monitor the progress of Inner Mongolia Mengniu's increase plan and will comply with the relevant regulations of the China Securities Regulatory Commission and the Shanghai Stock Exchange for timely information disclosure [3].

Core Viewpoint - Inner Mongolia Mengniu Dairy (Group) Co., Ltd., the controlling shareholder of Miaokelan Duo (600882.SH), plans to increase its stake in the company by 0.50% to 1.00% [1] Group 1 - Before the proposed increase, Inner Mongolia Mengniu held 187,569,222 shares of the company, accounting for 36.77% of the total share capital [1] - The increase will involve acquiring no less than 2,550,268 shares and no more than 5,100,536 shares of the company's unrestricted circulating A-shares within three months from the start of the acquisition [1] - The proposed stake increase will not exceed 1.00% of the company's total share capital [1]

Group 1 - The core point of the article is that the controlling shareholder of Miaokelan Duo, Inner Mongolia Mengniu Dairy (Group) Co., Ltd., has increased its stake in the company by purchasing 322,100 shares for a total amount of 7.8269 million yuan [1] - Inner Mongolia Mengniu plans to further increase its holdings of the company's unrestricted circulating A-shares by no less than 2.5503 million shares and no more than 5.1005 million shares within three months from the date of this announcement [1]