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10月22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 ...

Core Insights - The company showcased its advancements in digital and intelligent technologies at the 2025 World Dairy Summit, establishing itself as a benchmark for digital transformation in the global dairy industry [1][10] Group 1: Digital Transformation in Dairy Industry - The International Dairy Federation hosted the summit, where the company presented its comprehensive digital upgrades across the entire industry chain, highlighting China's strong capabilities in intelligent manufacturing [3] - The company utilizes smart wearables and IoT technology at the farm level to break down information barriers among cows, farms, dairy enterprises, and third parties, enabling real-time data sharing and online management of cow health and raw milk indicators [3][5] Group 2: Smart Manufacturing Achievements - In 2023, the company established the world's first fully digitalized factory in Ningxia, achieving a fully automated and intelligent "green smart" factory with a production capacity of 1 million tons and an annual output value of 10 billion yuan, recognized as a "lighthouse factory" [5] - The company's Wuhan factory was certified by Forbes as the world's largest single low-temperature yogurt factory, focusing on smart, flexible, innovative, and green production, with a fully transparent and traceable digital management system [7] Group 3: Innovations in Quality Control - The company's smart laboratory, utilizing big data and IoT technologies, has increased testing personnel efficiency by 300%, eliminated human errors in testing processes, and ensured data authenticity and reliability, leading to comprehensive benefits [7] - The company aims to establish an international standard for smart laboratories (ISO) and promote the global adoption of smart laboratory practices [7] Group 4: Consumer Engagement and AI Applications - The company applies digital technologies to enhance consumer channel construction, achieving efficiency, cost reduction, and precision, while implementing traceability features to meet consumer rights [9] - In 2023, the company launched the world's first nutrition health model, MENGNIU.GPT, utilizing AI technology to provide personalized services to consumers [10]

Core Viewpoint - The 2025 World Dairy Summit, hosted by the International Dairy Federation (IDF), will take place in Santiago, Chile, from October 20 to 23, highlighting global dairy industry innovations and sustainability efforts [1][3]. Group 1: Innovation in Dairy Products - Mengniu Group's "Future Star" children's formula milk has been nominated for the "IDF Dairy Innovation Award" in the category of human nutrition dairy product innovation, showcasing its commitment to global dairy innovation through independent research and development [4][5]. - The unique formulation of the "Future Star" product combines human milk oligosaccharides (HMO) with prebiotics (GOS and FOS), providing multidimensional support for children's gut health and has received a Chinese invention patent [5]. Group 2: Sustainable Development Initiatives - Mengniu's "Yogurt Day" brand has successfully entered the "Dairy Packaging and Transparency Innovation Award" category with its PHA straws, which are designed to biodegrade in marine environments, offering a sustainable alternative to plastic [6]. - The company is advancing its green packaging strategy, proposing the "4R1D" strategy for 2024, which focuses on reducing packaging material usage, promoting recycling, utilizing reusable designs, applying renewable materials, and using biodegradable materials [6][8]. Group 3: Digital Transformation in the Dairy Industry - During the summit, Mengniu will present on the development of smart laboratories in the dairy industry, sharing its practices and experiences in digital and intelligent research and development [8]. - The company is accelerating the application of digital technologies such as IoT, digital twins, and smart detection, aiming to create smart laboratories, intelligent factories, and smart pastures to facilitate the digital transformation of the entire dairy supply chain [8][10]. Group 4: Future Outlook - Mengniu's Ningxia factory has been certified as a "Lighthouse Factory" for its capacity and output, while its Wuhan factory has been recognized as the world's largest single low-temperature yogurt factory, demonstrating efficient and precise control from production to consumption [10]. - The company aims to continue driving innovation, digitalization, and sustainability as key engines for growth, collaborating with global partners to contribute to the advancement of the dairy industry [10].

Summary of Key Points Core Viewpoint - On October 21, 32 Hong Kong-listed companies conducted share buybacks, totaling 14.32 million shares and an aggregate amount of HKD 58.19 million [1]. Group 1: Buyback Details - The company YunGongChang repurchased 2.10 million shares for HKD 8.22 million, with a highest price of HKD 3.980 and a lowest price of HKD 3.880, bringing its total buyback amount for the year to HKD 119 million [1][2]. - LianYiRong Technology-W repurchased 2.38 million shares for HKD 7.45 million, with a highest price of HKD 3.180 and a lowest price of HKD 3.100, totaling HKD 218 million in buybacks for the year [1][2]. - Mengniu Dairy repurchased 0.50 million shares for HKD 7.26 million, with a highest price of HKD 14.550 and a lowest price of HKD 14.460, accumulating HKD 451 million in buybacks for the year [1][2]. Group 2: Buyback Rankings - The highest buyback amount on October 21 was from YunGongChang at HKD 8.22 million, followed by LianYiRong Technology-W at HKD 7.45 million, and Mengniu Dairy also featured prominently [1][2]. - In terms of share quantity, LianYiRong Technology-W led with 2.38 million shares repurchased, followed by ShiSiYao Group and YunGongChang, each with 2.10 million shares [1][2]. Group 3: Additional Insights - KJ Pharma-B conducted its first buyback of the year, while Mengniu Dairy has made multiple buybacks totaling HKD 451 million [2]. - A detailed table of buybacks on October 21 includes various companies, their respective share counts, amounts, and price ranges, highlighting the active buyback environment in the Hong Kong market [2][3].

Group 1 - Multiple companies conducted share buybacks on October 21, 2025, with a total of 30 companies listed [1] - The largest buyback was by Cloud Factory (N23027), repurchasing 2.1 million shares for a total of 8.22 million yuan [1][2] - Other notable buybacks include Linklogis Technology (W09959) with 2.38 million shares for 7.45 million yuan and Mengniu Dairy (02319) with 500,000 shares for 7.26 million yuan [2] Group 2 - Cumulative buyback amounts for the year show Cloud Factory (N23027) has repurchased a total of 26.62 million shares, representing 5.786% of its total share capital [2] - Linklogis Technology (W09959) has repurchased 67.82 million shares, accounting for 3.174% of its total share capital [2] - Other companies with significant cumulative buybacks include Stone Four Pharmaceutical (02005) with 39.20 million shares (1.328%) and Kangchen Pharmaceutical (01681) with 6.50 million shares (7.637%) [2][3]

Major Events - Guanghe Tong (00638) has set the offer price at HKD 21.5 per share, with the public offering receiving a subscription rate of 550.99 times [1] - China Biologic Products (01177) announced the Phase III study data of Kymriah combined with Fluvestrant for the first-line treatment of advanced breast cancer will be presented at ESMO 2025 [1] - Derun Holdings (01709) plans to conduct a placement of new shares at a discount of approximately 11.34%, aiming to raise about HKD 761 million [1] - New World Development (00017) clarified media reports, stating that it has not undertaken any debt management projects regarding perpetual and other debt securities [1] - China Shenhua (01088) reported that Unit 4 of the Jiujiang Phase II project has successfully completed a 168-hour trial run [1] - Jingwei TianDi (02477) has acquired a TCSP licensed company and launched a new feature called FOPAY [1] - Rongzun International Holdings (01780) announced that its controlling shareholder intends to place up to 60% of the company's shares, reducing their stake to 15% [1] Financial Performance - Pop Mart (09992) reported a year-on-year revenue growth of 245%-250% for the third quarter [2] - China Telecom (00728) recorded a profit attributable to shareholders of RMB 30.8 billion for the first three quarters, reflecting a year-on-year increase of 5.0% [2] - Luk Fook Holdings (00590) reported that its overall retail value, retail income, and same-store sales for the second quarter exceeded the first quarter, increasing by 18%, 15%, and 10% respectively [2] - Minmetals Resources (01208) produced a total of 127,000 tons of copper in the third quarter, marking an 11% year-on-year increase [2] - Datang Power (00991) achieved a total electricity generation of approximately 2,062.41 billion kilowatt-hours in the first three quarters, up about 2.02% year-on-year [2] - Far East Horizon (03360) reported an increase in profit attributable to ordinary shareholders for the first three quarters [2] - China General Nuclear Power Corporation (01164) produced a total of 644.3 tons of natural uranium in the third quarter [2]

| 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） | | --- | --- | --- | --- | --- | | 2025.10.21 | 50.00 | 14.550 | 14.460 | 725.55 | | 2025.10.20 | 70.00 | 14.520 | 14.370 | 1014.14 | | 2025.10.17 | 120.00 | 14.250 | 14.070 | 1696.90 | | 2025.10.16 | 100.00 | 14.490 | 14.390 | 1443.90 | | 2025.10.09 | 30.00 | 14.650 | 14.560 | 438.71 | | 2025.10.08 | 50.00 | 14.210 | 14.180 | 709.78 | | 2025.10.06 | 100.00 | 14.420 | 14.390 | 1440.99 | | 2025.10.03 | 40.00 | 14.800 | 14.680 | 590.10 | | 2025.10.02 | 40.0 ...

Core Viewpoint - Mengniu Dairy (02319.HK) announced a share buyback of 500,000 shares at a cost of HKD 7.255 million on October 21 [1] Group 1 - The company executed a buyback program, indicating confidence in its stock value [1] - The total expenditure for the buyback was HKD 7.255 million [1] - The number of shares repurchased was 500,000 [1]

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10月21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 ...

Summary of Key Points Core Viewpoint - On October 20, 31 Hong Kong-listed companies conducted share buybacks, totaling 17.77 million shares and an aggregate amount of HKD 63.86 million [1][2]. Group 1: Company Buyback Details - Mengniu Dairy repurchased 700,000 shares for HKD 10.14 million, with a highest price of HKD 14.52 and a lowest price of HKD 14.37, accumulating HKD 444.39 million in buybacks for the year [1][2]. - Cloud Village repurchased 1.87 million shares for HKD 7.53 million, with a highest price of HKD 4.05 and a lowest price of HKD 3.97, accumulating HKD 110.67 million in buybacks for the year [1][2]. - Lianyi Technology-W repurchased 2.45 million shares for HKD 7.44 million, with a highest price of HKD 3.07 and a lowest price of HKD 2.97, accumulating HKD 210.15 million in buybacks for the year [1][2]. Group 2: Buyback Amounts and Quantities - The highest buyback amount on October 20 was from Mengniu Dairy at HKD 10.14 million, followed by Cloud Village at HKD 7.53 million [1][2]. - The largest number of shares repurchased on October 20 was by Antong Oilfield Services, with 4.42 million shares, followed by Shoujia Technology and Lianyi Technology-W with 2.80 million and 2.45 million shares, respectively [1][2].