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冲泡类饮品大撤退
3 6 Ke· 2025-08-15 00:17
Core Viewpoint - Traditional instant beverages like Xiangpiaopiao milk tea, Wewei soybean milk, and Southern black sesame paste are facing a collective crisis due to declining sales, primarily driven by a shift in consumer preferences towards more convenient and healthier options [1][4][10] Group 1: Market Performance - In 2024, Xiangpiaopiao's revenue from instant products was 2.271 billion yuan, a year-on-year decline of 15.42% [5] - Wewei's solid instant beverage revenue was 1.909 billion yuan in the previous year, down 3.02% [5] - Southern black sesame's instant beverage revenue was 854 million yuan, a decrease of 3.90% [5] - Xiangpiaopiao's peak sales in 2020 reached 3.067 billion yuan, but by 2024, revenue had dropped to 2.271 billion yuan, indicating a significant decline in market share [8][10] Group 2: Consumer Trends - The decline in instant beverage consumption is attributed to changing lifestyles, with younger consumers favoring immediate satisfaction and convenience [10][12] - Instant beverages were originally transitional products during a time of limited market supply, but as fresh and ready-to-drink options have become more available, traditional instant products have lost their appeal [10][17] Group 3: Company Strategies - Companies like Wewei and Southern black sesame are diversifying their product lines to include ready-to-drink options and other innovations to adapt to market changes [12][15] - Xiangpiaopiao has introduced new products like Meco fruit tea and other ready-to-drink beverages to capture market share [14][23] - Despite these efforts, the transition to ready-to-drink markets is challenging due to intense competition from established players in the beverage industry [15][23] Group 4: Historical Context - Wewei and Southern black sesame have a long history, with Wewei being established in 1992 and achieving significant market share in the soybean milk sector [8][21] - The traditional instant beverage market has been in decline for several years, with companies struggling to maintain their previous growth trajectories [5][6][10]
研判2025!中国藕粉行业市场政策、产业链、市场规模、竞争格局及发展趋势分析:海外市场有望成为行业新的增长点[图]
Chan Ye Xin Xi Wang· 2025-08-12 01:19
内容概要:随着国民健康意识的不断增强,对低热量、高营养食品的需求日益增长,藕粉富含膳食纤维 和多种维生素,具有清热凉血、益血生肌等功效,符合当下消费者对健康食品的追求,近年来市场需求 与日俱增,市场规模持续扩大,据统计,2024年我国藕粉行业市场规模达26.29亿元,同比增长 30.22%,未来,随着"一带一路"倡议的推进和中国饮食文化的全球传播,我国藕粉有望进入更多国家和 地区,海外市场有望成为行业新的增长点。 上市企业:维维股份(600300)、良品铺子(603719) 相关企业:杭州三家村藕粉厂、杭州天堂食品有限公司、广昌莲香食品有限公司、杭州采芝斋食品有限 公司、山东秦老太食品有限公司、云南德春绿色食品有限公司、杭州藕香食品有限公司、致纯食品股份 有限公司 关键词:藕粉市场政策、藕粉产业链、藕粉市场规模、藕粉竞争格局、藕粉发展趋势 一、概述 莲藕微甜而脆,可生食也可做菜,而且药用价值相当高,它的根根叶叶,花须果实,无不为宝,都可滋 补入药,用莲藕制成粉,能消食止泻,开胃清热,滋补养性,预防内出血,是妇孺童妪、体弱多病者上 好的流质食品和滋补佳珍。藕粉是莲藕的加工产品,是一种常见的冲调饮品。 为了确保消 ...
乳制品行业上市公司董秘观察:19家公司董秘加薪伊利股份董秘邱向敏涨薪19.98万元至75.53万
Xin Lang Cai Jing· 2025-08-08 10:34
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪7 分行业来看,A股乳制品行业28家上市公司董秘薪酬均值为85.08万元,高于市场均值。 光明乳业董秘沈小燕薪酬最高,达到135.59万元;其次是妙可蓝多董秘谢毅,薪酬124.99万元;此外,燕塘乳业董秘李春锋薪酬122.99万元,海融科技董秘庄涛薪酬110.7万元,新乳业董秘 剔除2024年开始任职数据,薪酬最低的是维维股份(维权)董秘于航航,仅为14万元。此外,西部牧业董秘梁雷薪酬15.93万元,仅次于维维股份。 去年有19家公司董秘薪酬在增加,其中伊利股份董秘邱向敏涨薪19.98万元至75.53万元。三元股份张娜涨薪14.77万元至79.08万元。熊猫乳品徐笑宇涨薪12.74万元至79.88万元。 剔除2024年离职董秘数据之后,有4家公司董秘在降薪,其中欢乐家董秘范崇澜降薪3.71万元至84.29万元;李子园董秘程伟忠降薪3.24万元至43. ...
乳制品行业上市公司董秘观察:4家公司董秘在降薪 李子园董秘程伟忠降薪3.24万元至43.01万元
Xin Lang Zheng Quan· 2025-08-08 09:29
Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - The dairy industry has the highest average salary for secretaries at 850,800 yuan, surpassing the market average [1] - The majority of secretaries are aged between 40 and 50 years, accounting for 54% of the total [1] Salary Distribution - The salary range of 500,000 to 1 million yuan is the most common, representing 39% of secretaries [5] - There are five secretaries earning between 1 million and 2 million yuan, while three earn between 100,000 and 300,000 yuan [5] - The highest-paid secretary is from Bright Dairy, earning 1.3559 million yuan, followed by the secretaries from Miaokelando and Yantang Dairy with salaries of 1.2499 million yuan and 1.2299 million yuan respectively [5] Changes in Salary - Nineteen companies reported salary increases for their secretaries, with notable increases including 199,800 yuan for Yili's secretary [6] - Four companies experienced salary reductions, with the largest decrease being 37,100 yuan for Huanlejia's secretary [6] - The lowest salary recorded was 140,000 yuan for the secretary of Weiweisheng, while the second lowest was 159,300 yuan for Xibu Muye's secretary [6] Educational Background - The majority of secretaries hold a bachelor's degree, accounting for 46%, followed by master's degree holders at 39% [3]
乳制品行业上市公司董秘观察:19家公司董秘加薪 伊利股份董秘邱向敏涨薪19.98万元至75.53万
Xin Lang Zheng Quan· 2025-08-08 09:14
光明乳业董秘沈小燕薪酬最高,达到135.59万元;其次是妙可蓝多董秘谢毅,薪酬124.99万元;此外, 燕塘乳业董秘李春锋薪酬122.99万元,海融科技董秘庄涛薪酬110.7万元,新乳业董秘郑世锋薪酬109.33 万元,均超过100万。 剔除2024年开始任职数据,薪酬最低的是维维股份(维权)董秘于航航,仅为14万元。此外,西部牧业 董秘梁雷薪酬15.93万元,仅次于维维股份。 从学历来看,本科为主力,占比达到46%;其次是硕士,占比为39%;此外有3名专科,1名博士。 从薪酬来看,50万(含)-100万为主力,占比达到39%;其次是30万(含)-50万,占比达到29%。100 万(含)-200万年薪的董秘有5名,还有3名董秘年薪在10万(含)-30万。 专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 分行业来看,A股乳制品行业28家上市公司董秘薪酬均值为85.08万元,高于市 ...
乳制品行业上市公司董秘观察:5名董秘年薪过100万 海融科技董秘庄涛薪酬110.7万元
Xin Lang Zheng Quan· 2025-08-08 08:57
Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - The dairy industry has the highest average salary for secretaries at 850,800 yuan, surpassing the market average [1] - The majority of secretaries are aged between 40 and 50 years, accounting for 54% of the total [1] Salary Distribution - The salary range of 500,000 to 1 million yuan is the most common, representing 39% of secretaries [5] - There are five secretaries earning between 1 million and 2 million yuan, while three earn between 100,000 and 300,000 yuan [5] - The highest-paid secretary is from Bright Dairy, earning 1.3559 million yuan, followed by the secretaries from Miaokelando and Yantang Dairy with salaries of 1.2499 million yuan and 1.2299 million yuan respectively [5] Changes in Salary - Nineteen companies reported salary increases for their secretaries, with notable increases including 199,800 yuan for Yili's secretary [6] - Four companies experienced salary reductions, with the largest decrease being 37,100 yuan for Huanlejia's secretary [6] - The lowest salary recorded was 140,000 yuan for the secretary of Weiweisheng [6]
乳制品行业上市公司董秘观察:5名董秘年薪过100万 光明乳业董秘沈小燕薪酬达到135.59万元
Xin Lang Zheng Quan· 2025-08-08 08:46
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 分行业来看,A股乳制品行业28家上市公司董秘薪酬均值为85.08万元,高于市场均值。 从薪酬来看,50万(含)-100万为主力,占比达到39%;其次是30万(含)-50万,占比达到29%。100 万(含)-200万年薪的董秘有5名,还有3名董秘年薪在10万(含)-30万。 光明乳业董秘沈小燕薪酬最高,达到135.59万元;其次是妙可蓝多董秘谢毅,薪酬124.99万元;此外, 燕塘乳业董秘李春锋薪酬122.99万元,海融科技董秘庄涛薪酬110.7万元,新乳业董秘郑世锋薪酬109.33 万元,均超过100万。 剔除2024年开始任职数据,薪酬最低的是维维股份(维权)董秘于航航,仅为14万元。此外,西部牧业 董秘梁雷薪酬15.93万元,仅次于维维股份。 去年有19家公司董秘薪酬在增加,其中伊利股份董秘邱向敏涨薪19.98万元至75.53 ...
维维股份股价微跌0.29% 股东大会通过薪酬管理办法
Jin Rong Jie· 2025-08-06 16:53
Group 1 - The company's stock closed at 3.45 yuan on August 6, down 0.01 yuan, a decrease of 0.29% from the previous trading day [1] - The opening price on August 6 was 3.46 yuan, with a highest price of 3.46 yuan and a lowest price of 3.43 yuan, with a trading volume of 196,300 lots and a transaction amount of 68 million yuan [1] - The company specializes in the production and sales of food and beverages, with main products including soybean milk powder and plant protein drinks, and has a strong brand presence in the Jiangsu market [1] Group 2 - On the evening of August 6, the company announced that the second extraordinary general meeting of shareholders in 2025 approved the "Management Measures for the Salary Performance of Directors and Senior Management," which involves optimizing the company's governance structure [1] - On August 6, the net inflow of main funds was 11.2255 million yuan, with a cumulative net inflow of 6.3489 million yuan over the past five trading days [1]
维维股份: 维维食品饮料股份有限公司2025年第二次临时股东大会决议公告
Zheng Quan Zhi Xing· 2025-08-06 10:17
Group 1 - The company held a shareholders' meeting on August 6, 2025, at its office in Xuzhou, Jiangsu Province [1] - The attendance rate of ordinary shareholders and preferred shareholders with restored voting rights was 33.5843% [1] - The meeting was conducted in accordance with the Company Law and the Articles of Association, combining on-site and online voting methods [1] Group 2 - All non-cumulative voting proposals were approved, with 96.1169% of A-share votes in favor [1] - The voting results for the management compensation performance management plan showed 9,338 votes in favor and 7,987 votes against [1] - The legal representatives confirmed that the meeting's procedures and voting results were in compliance with relevant laws and the company's Articles of Association [1]
维维股份: 江苏红杉树律师事务所关于维维食品饮料股份有限公司2025 年第二次临时股东大会召开之法律意见书
Zheng Quan Zhi Xing· 2025-08-06 10:17
Core Viewpoint - The legal opinion issued by Jiangsu Sequoia Law Firm confirms the legality of the convening and holding of the second extraordinary general meeting of shareholders of Weiweijia Food and Beverage Co., Ltd. in 2025, ensuring compliance with relevant laws and regulations [1][4][5]. Group 1: Meeting Procedures - The board of directors of Weiweijia announced the notice for the second extraordinary general meeting of shareholders on July 22, 2025, in major financial publications and on the Shanghai Stock Exchange website [5][6]. - The notice was issued 15 days prior to the meeting, detailing the time, location, agenda, and registration methods for shareholders [6][7]. - The meeting was held on August 6, 2025, at the company's office, utilizing both on-site and online voting systems [7][8]. Group 2: Qualifications of Participants - The convenor of the meeting was the board of directors, which was deemed qualified to call the meeting [8][9]. - Shareholders registered by the cut-off date of July 30, 2025, were eligible to attend and vote, with a total of 915 participants representing 499,928,000 shares, accounting for 30.9143% of the total voting shares [9][10]. Group 3: Agenda and Voting Results - The agenda included the approval of the remuneration performance management measures for directors and senior management, which had been previously approved by the board [11]. - The voting results showed that 522,017,338 shares were in favor, 19,177,987 against, and 1,911,200 abstained, resulting in a 96.1169% approval rate [12]. - The voting process and results were confirmed to be in compliance with relevant laws and the company's articles of association [12].