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10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: 中國蒙牛乳業有限公司 呈交日期: 2025年11月5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) | 02319 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 6,000,000,000 | HKD | | 0.1 | HKD | | 600,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | | | 本月底結存 | | | 6,000,000,000 | HKD | | | 0.1 HKD | | 600,000,000 | 本月底法定/ ...

| 09890 | 贪玩 | 20.00 | 309.75 | 15.630 | 15.340 | 12077.92 | | --- | --- | --- | --- | --- | --- | --- | | 02142 | 和铂医药-B | 20.00 | 258.49 | 13.220 | 12.770 | 16364.14 | | 02469 | 粉笔 | 78.25 | 232.97 | 2.990 | 2.970 | 232.97 | | 02598 | 连连数字 | 23.90 | 194.35 | 8.180 | 8.070 | 5161.59 | | 00777 | 网龙 | 10.00 | 121.98 | 12.300 | 12.110 | 3802.60 | | 06826 | 昊海生物科 技 | 4.30 | 118.86 | 27.800 | 27.500 | 9252.31 | | 02190 | 归创通桥 | 5.00 | 116.74 | 24.160 | 22.800 | 12680.77 | | 02000 | 晨讯科技 | 254.80 | 96.56 | 0.380 ...

| 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.11.04 | 40.00 | 14.140 | 14.100 | 565.08 | | 2025.11.03 | 20.00 | 14.230 | 14.220 | 284.54 | | 2025.10.31 | 100.00 | 14.190 | 14.180 | 1418.95 | | 2025.10.30 | 40.00 | 14.280 | 14.210 | 570.39 | | 2025.10.28 | 30.00 | 14.350 | 14.290 | 429.77 | | 2025.10.27 | 40.00 | 14.460 | 14.380 | 577.10 | | 2025.10.24 | 40.00 | 14.370 | 14.340 | 574.47 | | 2025.10.23 | 70.00 | 14.400 | 14.330 | 1006.92 | | 2025.10.22 | 50.00 | ...

在本周，马上赢情报站将对2025Q3的乳制品市场进行回顾，同比对象为2024Q3、环比对象为2025Q2。 复盘数据均来自于马上赢品牌CT，马上赢MSY150均衡模型。马上赢品牌CT数据覆盖了全国县级以上各等级城市（不含乡、镇、村），并深度覆盖全国 核心城市群，业态覆盖包括大卖场、大超市、小超市、便利店、食杂店。目前，马上赢品牌CT中的品牌超30万个，商品条码量超过1400万个，年订单数 超过50亿笔。 希望查询过往的乳制品市场回顾，请点击：数据首发丨2025Q1乳制品市场回顾、数据首发丨2025Q2乳制品市场回顾 01、乳制品各品类概况 乳制品共包含成人奶粉、纯牛奶、纯羊奶、黄油、冷饮冻食、奶酪、奶片、奶油、酸奶和学生奶粉等共计10个三级类目、累计15个四级类目。其中，成人 奶粉包括女士奶粉、全家奶粉和中老年奶粉3个四级类目；常温纯牛奶和低温纯牛奶均归属纯牛奶类目；酸奶则包含常温酸奶和低温酸奶两个类目；棒 冰、雪糕/冰淇淋则归属于冷饮冻食类目。 乳制品各品类洞察 数据来源：2025Q3，马上赢品类洞察看板-MSY150均衡模型，市场份额增长 在第三季度，常温纯牛奶依旧占据乳制品市场的主导地位，占比接近40% ...

过去一年，鲜奶赛道竞争愈发激烈。原奶价格下行、市场供给阶段性过剩，使众多乳品品牌承受 着前所未有的经营压力。 在此背景下，蒙牛鲜奶业务却逆势而上。据悉，在2025年上半年同比实现双位数增长后，蒙牛鲜奶业 务在三季度延续了这一强劲势头，2025年前9个月都保持着双位数增长，已经成为低迷市场中一抹亮 眼的增长极。 尤为值得一提的是，蒙牛旗下的鲜奶王牌每日鲜语，不仅贡献了可观的销售增量，更是在央视节目中 凭借一场沉浸式溯源之旅，重塑了消费者对高品质鲜奶的认知，将"高标准"一词具象化为可感知的产 品价值。 央视溯源：为"高标准"建立国民级的信任 在当下信息过载的消费时代，"高标准"一词被众多品牌反复言说，却往往因缺乏具象感知而沦为营销 话术。然而，每日鲜语却在不久前携手央视网，进行了一场别开生面的品质对话。 在牧场，撒贝宁化身"牧场主理人"，揭秘了"挑食牛牛"们的"私牛定制"精细化喂养体系。他发现，牧 场营养师会通过研究奶牛剩下的食材反推其口味偏好，为不同年龄段的牛定制专属营养方案，就连犊 牛也有专门的"宝宝辅食"。这种对源头的极致把控，奠定了高品质奶源的基础。 在运输时，撒贝宁亲自坐上奶罐车，不仅观察到全程奶罐都恒 ...

智通财经APP讯，蒙牛乳业(02319)发布公告，该公司于2025年11月4日斥资565.08万港元回购40万股股 份，每股回购价格为14.1-14.14港元。 ...

蒙牛乳业(02319)发布公告，该公司于2025年11月4日斥资565.08万港元回购40万股股份，每股回购价格 为14.1-14.14港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 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11月4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 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | | | | 事件 | 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 ...

智通财经APP获悉，截止11月4日收盘，有68只股票创52周新高，其中爱德新能源(02623)、智傲控股股 权(08581)、中国供应链产业(03708)创高率位于前3位，分别为354.55%、100.00%、38.46%。 | 坤集团(00924) | 0.092 | 0.086 | -10.42% | | --- | --- | --- | --- | | 华夏ＳＯＬ－Ｕ(09460) | 0.814 | 0.819 | -9.90% | | 快狗打车(02246) | 2.710 | 2.650 | -8.93% | | 八马茶业(06980) | 79.000 | 73.100 | -8.63% | | 明略科技－Ｗ(02718) | 252.400 | 250.400 | -7.94% | | 环能国际(01102) | 0.047 | 0.042 | -6.67% | | ＭＢＣ以太币(03425) | 6.465 | 6.465 | -6.58% | | 亚东集团(01795) | 0.475 | 0.470 | -6.00% | | 权识国际(00381) | 0.265 | 0.255 | ...

Core Viewpoint - China Modern Dairy Holdings Limited has announced a series of share purchase agreements to achieve strategic control over China Shengmu Organic Milk Limited, marking another business integration by Mengniu in the dairy sector following its previous moves in the milk powder and cheese segments [1][2]. Summary by Sections Acquisition Details - Modern Dairy has conditionally agreed to acquire approximately 1.28% of Shengmu's shares and gain irrevocable voting rights for about 24.90% of Shengmu's shares held by Mengniu's subsidiary, Start Great. This will result in Modern Dairy and its concerted parties exceeding 30% voting rights, triggering a mandatory conditional cash offer at HKD 0.35 per share, representing a 14.75% premium over Shengmu's last closing price of HKD 0.305 [2][3]. Company Profiles - Modern Dairy, established in September 2005 and listed on the Hong Kong Stock Exchange in November 2010, is a leading dairy cow operator and raw milk producer in China, operating 47 farms with approximately 472,000 dairy cows and an annual milk production exceeding 3 million tons as of June 2025 [2]. - Shengmu, founded in October 2009, is recognized as China's largest organic dairy company, operating 34 farms with a dairy cow population of 144,000 and an annual organic raw milk production of 600,000 tons [3]. Strategic Implications - The merger will create a combined livestock group of over 610,000 cows, with the proportion of specialty milk (including organic milk) in total production expected to increase from 8% to over 20%. This scale expansion will enable Modern Dairy to leverage production advantages for better procurement prices, thus achieving economies of scale and reducing unit costs [3][4]. - The acquisition is seen as a way to enhance operational management capabilities and production efficiency for Shengmu, with potential synergies in technology, digital management, and feed formulation [4]. Industry Context - Mengniu has been actively expanding its business through acquisitions, including Modern Dairy and Shengmu, as part of a broader strategy to streamline its supply chain and adjust its asset structure. This follows previous integrations in the milk powder and cheese sectors [5][8]. - The dairy industry in China has faced challenges, including overcapacity and declining milk prices since 2022, leading to significant revenue losses across the sector. The integration of Modern Dairy and Shengmu is expected to improve management efficiency and restore capital confidence as the market stabilizes [9][10]. Financial Performance - Recent financial reports indicate that both Modern Dairy and Shengmu have experienced fluctuating revenues and profits, with Modern Dairy's revenue for 2024 at approximately CNY 12.295 billion and Shengmu's at CNY 3.176 billion. However, both companies reported net losses in 2025 [10][11]. Market Outlook - The dairy market is anticipated to reach a supply-demand balance by the third quarter of 2025, with a notable reduction in dairy cow capacity and a potential stabilization of milk prices following a prolonged downturn [11][12].