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泉阳泉召开业绩说明会 称天然矿泉水行业规模将持续增长
Zheng Quan Ri Bao· 2025-05-20 07:13
Core Viewpoint - The company,泉阳泉, reported a significant increase in revenue and a return to profitability in Q1 2025, driven by the growth of the consumer and health industries, strong competitive positioning, and ongoing reforms to enhance market competitiveness [2][5]. Company Performance - In Q1 2025,泉阳泉 achieved a revenue of 307 million yuan, representing a year-on-year increase of 31.74% [2]. - The net profit attributable to shareholders was 5.1093 million yuan, marking a turnaround from a loss to profitability [2]. Market Position and Industry Trends -泉阳泉 ranks among the top three in the national natural mineral water sector and is the only A-share listed company primarily focused on mineral water [2]. - The natural mineral water market in China is expected to continue growing, with a projected market size exceeding 21.3 billion yuan in 2024, reflecting a year-on-year growth of 17% [3]. Strategic Initiatives - The company has initiated several strategic projects, including increasing core water source capacity by 400,000 tons and expanding production capacity by 400,000 tons, with 200,000 tons expected to be operational by mid-2025 [4]. - A new production facility of over 16,000 square meters is under construction to enhance production capabilities [4]. Product Development and Market Strategy -泉阳泉 is transitioning from a focus on sales expansion to a new phase of continuous production increase and sales growth coordination [5]. - The company has successfully developed a new product line targeting maternal and infant consumers, expanding its product offerings [5]. Competitive Landscape - The mineral water industry is characterized by intense competition for water sources, with companies investing heavily in exploration and development to secure high-quality water sources [4]. - Despite its competitive advantages,泉阳泉 faces challenges such as brand recognition, scale effects, and a lack of national market presence, which may impact its ability to convert growth potential into market share and profitability [5].
泉阳泉(600189) - 关于2025年第一季度业绩说明会召开情况的公告
2025-05-19 08:15
证券代码:600189 证券简称:泉阳泉 公告编号:临 2025-024 吉林泉阳泉股份有限公司 关于 2025 年第一季度业绩说明会召开情况的公告 本公司及董事会全体成员保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实、准确和完整承担法律责任。 吉林泉阳泉股份有限公司(以下简称"公司")于 2025 年 5 月 19 日上午 11:00-12:00 在 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : http://roadshow.sseinfo.com/)以图文和网络文字互动的方式召开公司 2025 年第一季度业绩说明会。现将业绩说明会相关情况公告如下: 一、本次业绩说明会召开情况 3、公司在市值管理方面有什么计划? 答:尊敬的投资者,中国证监会 2024 年 11 月颁布了《上市公司监管指引第 10 号——市值管理》,其中对上市公司市值管理提出了专业性的指导和要求, 2024 年 12 月国务院国资委颁布了《关于改进和加强中央企业控股上市公司市值 管理工作的若干意见》,我公司作为国有控股上市公司,将根据企业实际情况, 积极推进本公司市值维护相关工作,并严守合 ...
泉阳泉(600189) - 关于参加2025年吉林辖区上市公司投资者网上集体接待日活动的公告
2025-05-19 08:15
特此公告。 吉林泉阳泉股份有限公司董事会 二〇二五年五月二十日 为进一步加强与投资者的互动交流,吉林泉阳泉股份有限公司(以下简称"公 司")将参加由吉林省证券业协会、深圳市全景网络有限公司共同举办的"2025 年吉林辖区上市公司投资者网上集体接待日活动",现将有关事项公告如下: 本次活动将采用网络远程的方式举行,投资者可登陆"全景路演"网站 (http://rs.p5w.net);或关注微信公众号(名称:全景财经);或下载全景路 演 APP,参与本次互动交流。活动时间为 2025 年 5 月 27 日(星期二)15:00 至 16:30。届时公司董事长、董事会秘书(代行)姜长龙先生,董事兼总经理王尽 晖先生,独立董事丁俊杰先生,独立董事何建军先生,独立董事王冠群先生,财 务总监白刚先生,将在线就公司 2024 年度业绩、公司治理、发展战略、经营状 况等投资者关心的问题,与投资者进行沟通与交流。 欢迎广大投资者踊跃参与。 证券代码:600189 证券简称:泉阳泉 公告编号:临 2025—025 吉林泉阳泉股份有限公司 关于参加 2025 年吉林辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员 ...
泉阳泉:天然矿泉水行业将继续保持增长 积极推进公司市值维护相关工作
Core Viewpoint - The company has successfully transformed from traditional forestry to a green health industry, focusing on natural mineral water as its core business while expanding into landscaping, wood doors, specialty foods, and forestry carbon sinks [1][2]. Group 1: Financial Performance - In Q1 2025, the company achieved operating revenue of 307 million yuan, a year-on-year increase of 31.74% [2] - The net profit for Q1 2025 was 5.11 million yuan, marking a turnaround from a loss to profit [2] - The non-recurring net profit was 1.38 million yuan, also indicating a shift from loss to profit year-on-year [2] Group 2: Business Strategy and Market Position - The increase in operating revenue is primarily attributed to the rise in sales volume of natural mineral water [2] - The company’s main products in the natural mineral water segment are low mineralization water rich in silicic acid, with a weak alkaline pH, and the company has developed maternal and infant water products [2] - The company is positioned to benefit from the overall growth in the big consumption and big health industries, despite potential short-term economic impacts [3] Group 3: Market Management and Future Outlook - The company plans to actively promote its market value management in accordance with regulatory guidelines issued by the China Securities Regulatory Commission and the State-owned Assets Supervision and Administration Commission [3] - The company aims to enhance its competitive strength through continuous reform and mechanism-driven initiatives [3]
吉林泉阳泉股份有限公司关于签订募集资金专户存储四方监管协议的公告
证券代码:600189 证券简称:泉阳泉 公告编号:临2025一023 吉林泉阳泉股份有限公司 关于签订募集资金专户存储四方监管协议的公告 本公司及董事会全体成员保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容的 真实、准确和完整承担法律责任。 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2017]1796号文《关于核准吉林森林工业股份有限公司向中国吉林 森林工业集团有限责任公司等发行股份购买资产并募集配套资金的批复》核准,吉林泉阳泉股份有限公 司(原名为吉林森林工业股份有限公司,以下简称"公司")向中国吉林森林工业集团有限责任公司、魏 方、赵立勋、吉林省吉盛资产管理有限责任公司、吉林省亚东国有资本投资有限公司非公开发行 62,100,000股新股募集配套资金,发行价格为人民币6.80元/股,募集资金总额为人民币422,280,000.00 元,扣减发行费用6,570,000.00元后,募集资金净额为415,710,000.00元。上述募集资金于2018年2月8日 到位,瑞华会计师事务所(特殊普通合伙)出具了瑞华验字[2018]22040002号《验资报告》,对上述募 集资金到位 ...
泉阳泉(600189) - 关于签订募集资金专户存储四方监管协议的公告
2025-05-16 09:16
证券代码:600189 证券简称:泉阳泉 公告编号:临 2025—023 吉林泉阳泉股份有限公司 关于签订募集资金专户存储四方监管协议的公告 三、《募集资金专户存储四方监管协议》的主要内容 甲方一:吉林泉阳泉股份有限公司 本公司及董事会全体成员保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实、准确和完整承担法律责任。 一、募集资金基本情况 经中国证券监督管理委员会证监许可[2017]1796 号文《关于核准吉林森林 工业股份有限公司向中国吉林森林工业集团有限责任公司等发行股份购买资产 并募集配套资金的批复》核准,吉林泉阳泉股份有限公司(原名为吉林森林工业 股份有限公司,以下简称"公司")向中国吉林森林工业集团有限责任公司、魏 方、赵立勋、吉林省吉盛资产管理有限责任公司、吉林省亚东国有资本投资有限 公司非公开发行 62,100,000 股新股募集配套资金,发行价格为人民币 6.80 元/ 股,募集资金总额为人民币 422,280,000.00 元,扣减发行费用 6,570,000.00 元后,募集资金净额为 415,710,000.00 元。上述募集资金于 2018 年 2 月 8 日 ...
吉林泉阳泉股份有限公司 关于新建募集资金投资项目确定投资预算金额的公告
Group 1 - The company held meetings on March 30, 2025, and April 22, 2025, where it approved the adjustment of fundraising investment projects, reallocating CNY 49.53 million from the "Sales Channel Construction" project to the new "Production Base (Second Plant) Supporting Facilities" project [1] - On May 15, 2025, the company determined the investment budget for the new project to be CNY 60.22 million, which is a reduction of CNY 6.58 million (9.85%) from the previously disclosed preliminary investment estimate of CNY 66.80 million [1] - The budget determination does not involve changing the planned investment amount for the fundraising project [1]
泉阳泉(600189) - 关于新建募集资金投资项目确定投资预算金额的公告
2025-05-15 10:30
证券代码:600189 证券简称:泉阳泉 公告编号: 临 2025—022 吉林泉阳泉股份有限公司 关于新建募集资金投资项目确定投资预算金额 的公告 本公司及董事会全体成员保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实、准确和完整承担法律责任。 2025 年 3 月 30 日、2025 年 4 月 22 日,吉林泉阳泉股份有限公司(以下简 称"公司")召开了第九届董事会第六次会议、第九届监事会第六次会议、2024 年年度股东大会,审议通过了《关于部分募集资金投资项目调整规模并将部分变 动资金用于新建项目的议案》,同意从原"销售渠道建设"项目拆出的 4,953.00 万元募集资金,用于新建"泉阳泉生产基地(二厂区)生产配套用房"项目(详 见公司公告:临 2025-010)。 基于对项目工程优化设计、造价审核等进一步的工作,公司于 2025 年 5 月 15 日召开第九届董事会临时会议,审议通过了《关于新建募集资金投资项目确 定投资预算金额的议案》,同意确定"泉阳泉生产基地(二厂区)生产配套用房" 项目投资预算总金额为 6,022.30 万元。具体明细如下表所示: | 序号 | 单项工 ...
泉阳泉:泉阳泉生产基地(二厂区)生产配套用房项目投资预算确定为6022.3万元
news flash· 2025-05-15 10:06
泉阳泉(600189)公告,公司新建"泉阳泉生产基地(二厂区)生产配套用房"项目投资预算总金额为 6022.3万元。具体明细包括建筑装饰专业工程4287.63万元,给排水专业工程67.29万元,暖通专业工程 347.5万元,消防专业工程215.41万元,电气专业工程(强电)352.79万元,电气专业工程(弱电)28.43万 元,以及项目暂列金400万元。设计、监理、造价等相关中介费用为323.25万元,总计6022.3万元。该预 算金额较原初步投资概算金额6680万元减少了657.7万元,减少比例为9.85%。 ...
品类变革促饮料多企收入再抬高,快闪、音乐节加速品牌年轻化
Cai Jing Wang· 2025-05-13 10:29
Group 1: Market Performance - The beverage business in China has shown strong performance in Q1 2025, with PepsiCo reporting net revenue of $17.92 billion and organic revenue growth of 1.2%, while Coca-Cola achieved revenue of $11.129 billion with a 6% organic revenue increase and a net profit of $3.335 billion, up 5% [2] - Domestic beverage companies such as Master Kong, Uni-President, and Nongfu Spring reported significant revenue growth, with Master Kong's beverage revenue at 51.621 billion yuan (up 1.3%), Uni-President at 19.241 billion yuan (up 8.2%), and Nongfu Spring at 42.896 billion yuan [4] Group 2: Product Trends - The beverage industry is experiencing a shift with a decline in packaged drinking water production, which has dropped below 50% market share, while tea beverages and other categories are gaining traction, with tea beverage revenue growth rates of 8.2%, 13.1%, and 32.3% for Master Kong, Uni-President, and Nongfu Spring respectively [4][5] - Juice products are also seeing growth, with Nongfu Spring's juice revenue reaching 4.085 billion yuan (up 15.6%) and Uni-President's juice revenue at 3.605 billion yuan (up 5.9%) [5] Group 3: Marketing Strategies - Beverage brands are increasingly focusing on engaging with younger consumers through innovative marketing strategies, including pop-up stores, music festivals, and interactive campaigns [6][10] - Coca-Cola's "Share a Coke" campaign has been revitalized to resonate with younger consumers, incorporating social elements into its packaging and marketing [9] - Brands like Xiangpiaopiao are also adopting new marketing approaches, such as opening physical stores and leveraging social media to enhance brand visibility and engagement with young audiences [8][11] Group 4: Consumer Insights - The beverage market is characterized by a high penetration rate among younger consumers, particularly those aged 21-25, indicating a need for brands to align their marketing strategies with the preferences of this demographic [7] - The 2024 China Youth Marketing Strategy Report highlights that brands that resonate with young consumers' values and lifestyles are more likely to succeed in the competitive landscape [7][10]