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9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 ...

Core Viewpoint - The final ruling in the unfair competition dispute between dairy giants Yili and Mengniu has been issued, with the court ordering Mengniu to cease its infringing activities and pay Yili 5 million yuan in damages [1][4]. Group 1: Legal Proceedings - The Jiangsu High Court upheld the original ruling, requiring Mengniu to stop using packaging similar to Yili's "Jindian" brand, which was found to cause consumer confusion [1][4]. - The court determined that the packaging and decoration of Yili's products had gained market recognition and influence, distinguishing them from Mengniu's "Selected Pasture" product [3][4]. - This is not the first time Mengniu has been found guilty of unfair competition against Yili, with a previous case in 2017 resulting in a similar ruling [4]. Group 2: Financial Performance - For the first half of 2025, Mengniu reported a revenue decline of 6.95% to 41.567 billion yuan, with a net profit drop of 16.37% to 2.046 billion yuan [5]. - In contrast, Yili's revenue increased by 3.37% to 61.933 billion yuan, although its net profit decreased by 4.39% to 7.2 billion yuan [5]. - The competitive landscape between the two dairy giants may shift due to Mengniu's declining performance and recent legal setbacks [5].

Core Insights - The forum "Dairy Science and Nutrition Health" was successfully held in Beijing, focusing on dairy technology and precision nutrition applications, showcasing breakthroughs by Mengniu in health and nutrition for all ages [1][3] - Mengniu aims to drive high-quality industry development through scientific research and product innovation, emphasizing its role as a "national team" in the dairy sector [3] Group 1: Academic Contributions - Experts discussed various topics including breast milk composition, elderly health interventions, and deep processing of dairy products [7] - Research on breast milk ARA content highlighted its significance for fetal development and the potential for formula milk to evolve from "quantity compliance" to "structural mimicry" [7][10] - The introduction of HMO technology in Mengniu's products fills a domestic gap and breaks technological monopolies, establishing a benchmark for "breast milk-level nutrition" [10][12] Group 2: Industry Standards and Innovations - The forum released the "White Paper on Scientific Sugar Use," proposing a "sugar reduction without flavor loss" approach for the dairy industry [18] - The "China Yogurt Nutrition White Paper" was published, outlining yogurt classification, nutritional composition, and health value, along with action recommendations [21] - Mengniu established the "5A Good Yogurt Standard," which includes five core dimensions: Authentic Source, Active Culture, Ample Nutrition, Authentic Ingredients, and Assured Quality [21][23] Group 3: Product Innovations - Mengniu launched three new products targeting specific demographics: - "Rui Boren Qinyi 3.0," a formula milk closely mimicking breast milk fat structure for infants [25] - "Xin Yang Dao You Bone Milk," designed for the elderly, combining multiple nutrients to address calcium intake issues [26][30] - "You Rui Bone Strength Gold," featuring patented ingredients for joint and muscle support, recognized with the 2025 World Beverage Innovation Award [30][32] Group 4: Social Responsibility - Since 2002, Mengniu has participated in the "Student Drinking Milk Program," benefiting over 25 million students across 20,000 schools in 28 provinces [36] - A strategic cooperation agreement was signed with Hebei Hengshui Middle School to provide tailored nutritional milk for students, supporting their growth and academic needs [36][37]

Core Viewpoint - Mengniu Group and Everbright Pension signed a strategic cooperation agreement to enhance health management and nutrition products for the elderly, aiming to integrate elderly nutrition and care services [1][3]. Group 1: Strategic Cooperation - The partnership focuses on health management, customized nutrition products, medical-care integration, and research collaboration for the elderly [1]. - Both companies aim to create a world-class comprehensive care service system and exclusive nutrition solutions for the elderly, contributing to the "Healthy China" initiative [3]. Group 2: Industry Context - China is entering a deeply aging society, making the development of the silver economy essential for enhancing the well-being of the elderly and promoting intergenerational harmony [3]. - The integration of nutrition and care services is a key component of the national health strategy [3]. Group 3: Company Initiatives - Mengniu is actively responding to national strategies by advancing its "one body, two wings" strategy, focusing on functional and precise nutrition markets [4]. - The company has developed products targeting the elderly, such as "Yourui" bone-strengthening milk powder and "Antang Shield" probiotic powder, to meet specific nutritional needs [4]. Group 4: Everbright Pension Overview - Everbright Pension operates over 230 various elderly care institutions across 39 cities in 18 provinces, serving nearly 500,000 elderly individuals annually [6]. - The company plans to launch the "Heguang Yiyang" unified brand by August 2025, marking a new phase in addressing the aging population [6]. Group 5: Future Directions - Mengniu will continue to collaborate with Everbright Pension and other partners to explore new opportunities in the care industry and integrate nutrition with care services for the elderly [6].

| 旭日企业(00393) | 8000.00 | 1.05 万 | 108.00 | 万 | 0.072% | | --- | --- | --- | --- | --- | --- | | 天福(06868) | 3000.00 | 9120.00 | 49.70 | 万 | 0.046% | 智通财经APP获悉，中国恒有源集团(08128)、石四药集团(02005)、蒙牛乳业(02319)、永安国际 (00289)、信利国际(00732)、IGG(00799)、VITASOY INT'L(00345)、希玛眼科(03309)、腾讯控股 (00700)、旭日企业(00393)、恒生银行(00011)、九毛九(09922)、首佳科技(00103)、创新奇智(02121)、联 易融科技-W(09959)、天福(06868)、百宏实业(02299)、骏杰集团控股(08188)、固生堂(02273)、力鸿检 验(01586)、安东油田服务(03337)、明源云(00909)、小米集团-W(01810)、美亨实业(01897)、永达汽车 (03669)、归创通桥-B(02190)、绿城管理控股(09979)、心玮医 ...

智通财经APP讯，蒙牛乳业(02319)发布公告，于2025年10月8日斥资709.78万港元回购50万股。 ...

格隆汇10月8日丨蒙牛乳业(02319.HK)公告，10月8日耗资710万港元回购50万股。 ...

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8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 ...

Major Events - Huiying Holdings (00821) plans to establish a joint venture to provide training, professional consulting services, and high-end conference business in the RWA category [1] - MIRXES-B (02629) intends to set up a joint venture for research, development, and commercialization of early cancer detection and other nucleic acid-based tests in Malaysia [1] - Kintor Pharmaceutical-B (02171) will present updates on the research results of CT0596 at the 2025 ASH annual meeting [1] - Energy & Energy Global (01142) has had its mining license revoked by a Russian subsidiary and plans to appeal further [1] Operating Performance - C&D International Group (01908) reported a cumulative contract sales amount of approximately 71.03 billion yuan for the first nine months, representing a year-on-year increase of about 7.5% [1] - Sa Sa International (00178) recorded a total revenue of 1.031 billion HKD for the second quarter, an annual increase of 8.4% [1] Buybacks/Reductions - Hang Seng Bank (00011) repurchased 200,000 shares for 23.9836 million HKD on October 6 [1] - Tencent Holdings (00700) repurchased 815,000 shares for 550.3 million HKD on October 6 [1] - Mengniu Dairy (02319) repurchased 1 million shares for 14.4099 million HKD on October 6 [1] - HSBC Holdings (00005) repurchased 1.49 million shares for 163 million HKD on October 3 [1]

Summary of Key Points Core Viewpoint - Multiple companies conducted share buybacks on October 6, 2025, with Tencent Holdings leading in both the number of shares repurchased and the total amount spent [1]. Group 1: Buyback Details - Tencent Holdings (00700) repurchased 815,000 shares for a total of 550 million [2]. - Hang Seng Bank (00011) repurchased 200,000 shares for 23.98 million [2]. - Mengniu Dairy (02319) repurchased 1 million shares for 14.41 million [2]. - Antonoil Oilfield Services (03337) repurchased 8.4 million shares for 9.99 million [2]. - Cloud Factory (N23027) repurchased 1.896 million shares for 9.17 million [2]. Group 2: Cumulative Buyback Data - Tencent Holdings has a cumulative buyback of 68.257 million shares, representing 0.743% of its total share capital [2]. - Hang Seng Bank has a cumulative buyback of 9.13 million shares, representing 0.485% of its total share capital [2]. - Mengniu Dairy has a cumulative buyback of 15.516 million shares, representing 0.397% of its total share capital [2]. - Antonoil Oilfield Services has a cumulative buyback of 10.5 million shares, representing 0.350% of its total share capital [2]. - Cloud Factory has a cumulative buyback of 10.24 million shares, representing 2.226% of its total share capital [2].