股票代码：600429 股票简称：三元股份 公告编号：2025-042 北京三元食品股份有限公司 2025 年前三季度经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号行业信息披露之第十四 号——食品制造》相关规定，现将北京三元食品股份有限公司（简称"公司"） 2025 年前三季度主要经营数据（未经审计）公告如下： 一、2025年前三季度主要经营数据 1、按照产品类别分类情况 2、按照销售渠道分类情况 3、按照地区分类情况 单位：万元 币种：人民币 | 区域 | 2025 年 1-9 | 月主营业务收入 | | --- | --- | --- | | 北京地区 | | 228,034.22 | | 北京地区以外 | | 243,758.97 | | 合计 | | 471,793.19 | 1 单位：万元 币种：人民币 产品类别 2025 年 1-9 月主营业务收入 液态奶 291,732.43 固态奶 70,287.74 冰淇淋及其他 109,773.02 合计 4 ...

Core Viewpoint - The company reported a decline in revenue and net profit for the third quarter and the first three quarters of the year, indicating potential challenges in its financial performance [1] Financial Performance - The company's revenue for the third quarter was 1.54 billion, representing a year-on-year decrease of 0.82% [1] - The net profit for the third quarter was 53.14 million [1] - For the first three quarters, the total revenue was 4.871 billion, showing a year-on-year decline of 10.06% [1] - The net profit for the first three quarters was 236 million [1]

Market Overview - The beverage and dairy sector experienced a decline of 0.52% on October 24, with Tianrun Dairy leading the drop [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Individual Stock Performance - Jiamu Food (605300) closed at 12.15, up 1.93% with a trading volume of 88,700 shares and a turnover of 107 million yuan [1] - Yiyili (600887) closed at 27.28, down 0.33% with a trading volume of 329,600 shares and a turnover of 900 million yuan [1] - Tianrun Dairy (600419) closed at 9.96, down 4.41% with a trading volume of 172,900 shares and a turnover of 173 million yuan [2] Capital Flow Analysis - The beverage and dairy sector saw a net outflow of 130 million yuan from institutional investors, while retail investors had a net inflow of 42.26 million yuan [2] - Major stocks like Yiyili and Tianrun Dairy experienced significant capital movements, with Yiyili seeing a net outflow of 86.86 million yuan from retail investors [3] Summary of Key Stocks - Yiyili had a net inflow of 68.63 million yuan from institutional investors, but a net outflow of 86.86 million yuan from retail investors [3] - Tianrun Dairy attracted a net inflow of 23.83 million yuan from institutional investors, but also faced a net outflow of 40.36 million yuan from retail investors [3] - Jiamu Food had a net inflow of 17.74 million yuan from institutional investors, indicating positive interest [3]

Core Insights - The beverage and dairy sector experienced a slight increase of 0.15% on October 22, with Yangyuan Beverage leading the gains [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Yangyuan Beverage (603156) closed at 31.15, up 4.92% with a trading volume of 265,400 shares [1] - Zhuangyuan Pasture (002910) closed at 10.75, up 2.38% with a trading volume of 226,800 shares [1] - Huangshi Group (002329) closed at 3.69, up 1.37% with a trading volume of 174,000 shares [1] - Sanyuan Foods (600429) closed at 4.88, up 1.04% with a trading volume of 91,900 shares [1] - Bright Dairy (600597) closed at 8.61, up 0.94% with a trading volume of 98,600 shares [1] - Other notable stocks include Xiangpiaopiao (603711) and Tianrun Dairy (600419), which saw minor increases [1] Capital Flow - The beverage and dairy sector saw a net outflow of 174 million yuan from institutional investors, while retail investors contributed a net inflow of 218 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Yangyuan Beverage had a net inflow of 4.55 million yuan from institutional investors but saw a net outflow of 12.96 million yuan from retail investors [3] - Sanyuan Foods experienced a net inflow of 3.76 million yuan from institutional investors, while retail investors contributed a net inflow of 2.49 million yuan [3] - New Dairy (002946) faced a net outflow of 1.85 million yuan from institutional investors but had a net inflow of 6.03 million yuan from retail investors [3]

Market Overview - The beverage and dairy sector experienced a slight decline of 0.05% on October 20, with New Dairy leading the drop [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Yangyuan Beverage: closed at 29.69, up 3.38% with a trading volume of 177,200 shares and a turnover of 524 million yuan [1] - Western Pastoral: closed at 11.23, up 2.93% with a trading volume of 67,600 shares and a turnover of 75.06 million yuan [1] - Other gainers included Caobo Daobu, Huanlejia, and Qishi Dairy, all showing positive performance [1] - Conversely, New Dairy saw a significant decline of 4.36%, closing at 17.10 with a trading volume of 73,000 shares and a turnover of 126 million yuan [2] Capital Flow - The beverage and dairy sector saw a net inflow of 151 million yuan from institutional investors, while retail investors experienced a net outflow of 66.42 million yuan [2] - Major stocks with significant capital flow included: - Yili Group: net inflow of 65.81 million yuan from institutional investors, but a net outflow of 51.30 million yuan from retail investors [3] - Dongpeng Beverage: net inflow of 56.42 million yuan from institutional investors, with retail investors also showing a net outflow [3] - Yangyuan Beverage and other stocks also reflected similar trends in capital flow [3]

Core Insights - The beverage and dairy sector experienced a slight increase of 0.32% on October 16, with Dongpeng Beverage leading the gains [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Sector Performance - Dongpeng Beverage (605499) closed at 297.90, with a rise of 2.07% and a trading volume of 16,700 shares, amounting to a transaction value of 496 million yuan [1] - Yili Group (600887) saw a closing price of 27.81, up 0.58%, with a trading volume of 368,500 shares and a transaction value of 1.025 billion yuan [1] - Other notable performances include Sanyuan Foods (600429) at 4.80 (+0.21%), and Bright Dairy (600597) at 8.57 (-0.12%) [1] Individual Stock Movements - The beverage and dairy sector saw significant declines in some stocks, such as Pinuo Food (300892) which fell by 4.52% to 34.87, with a trading volume of 55,100 shares and a transaction value of 195 million yuan [2] - Knight Dairy (920786) decreased by 4.40% to 10.00, with a trading volume of 106,800 shares and a transaction value of 109 million yuan [2] - Other stocks like Zhuangyuan Pasture (002910) and Yiming Food (605179) also experienced declines of 3.86% and 3.20%, respectively [2] Capital Flow Analysis - The beverage and dairy sector saw a net outflow of 179 million yuan from major funds, while retail investors contributed a net inflow of 193 million yuan [2] - The overall capital flow indicates a mixed sentiment within the sector, with institutional investors pulling back while retail investors showed interest [2]

Core Points - The event highlighted the achievements of agricultural scientists in China, focusing on innovations in poultry breeding, microbial agents, and dairy products [1][2][3] Group 1: Poultry Industry - The introduction of the "Jingfen 6" chicken breed, which can produce 500 eggs in 700 days, marks a significant advancement in China's poultry breeding [2][3] - The shift from reliance on imported high-yield chicken breeds to domestic breeding has been facilitated by genomic breeding technology, allowing for the development of unique Chinese breeds [3] Group 2: Agricultural Microbial Agents - The development of green and environmentally friendly microbial agents aims to reduce the use of chemical fertilizers and pesticides, addressing soil degradation and environmental pollution [4] - A microbial strain resource library containing over 10,000 strains has been established, supporting the research and development of plant microbial ecological preparations [4] Group 3: Dairy Industry - Innovations in dairy products include the introduction of China's first bagged breakfast milk and first shelf-stable yogurt, achieved through extensive research and development efforts [5] - The establishment of a raw milk quality control system and the development of rapid testing methods ensure the safety and quality of dairy products [5] Group 4: Educational Impact - The event aimed to inspire students to pursue careers in agriculture, emphasizing the importance of long-term commitment and passion in the field [6][7] - The sharing of personal experiences by industry experts serves to motivate the next generation of agricultural scientists and innovators [6][7]

Core Insights - The beverage and dairy sector experienced a rise of 0.66% on October 9, with Zhuangyuan Pastoral leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Sector Performance - Zhuangyuan Pastoral (002910) closed at 10.86, with a significant increase of 10.03%, trading volume of 239,000 shares, and a transaction value of 254 million [1] - Qiaoyuan Beverage (603156) saw a rise of 6.18%, closing at 31.29, with a trading volume of 328,100 shares and a transaction value of 1.042 billion [1] - Panda Dairy (300898) increased by 1.79%, closing at 26.09, with a trading volume of 30,800 shares and a transaction value of 79.09 million [1] - Yili Group (600887) rose by 1.28%, closing at 27.63, with a trading volume of 711,500 shares and a transaction value of 1.94 billion [1] - Tianrun Dairy (600419) and Beingmate (002570) also showed modest increases of 1.18% and 1.13%, respectively [1] Capital Flow - The beverage and dairy sector saw a net inflow of 47.31 million from institutional investors, while retail investors experienced a net outflow of 1.09 billion [2] - The sector's overall capital flow indicates a strong interest from institutional and speculative investors, despite the outflow from retail investors [2]

Market Overview - The beverage and dairy sector increased by 0.9% on September 29, with Yangyuan Beverage leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Key stocks in the beverage and dairy sector showed varied performance, with notable gainers including: - Chi Yuan Beverage (603156) at 30.30, up 7.68% with a trading volume of 446,200 shares and a turnover of 1.337 billion [1] - Dongpeng Beverage (605499) at 290.55, up 1.75% with a trading volume of 16,700 shares and a turnover of 480 million [1] - Other stocks like Zhuangyuan Pasture (002910) and Huangshi Group (002329) also saw modest increases of 1.47% and 1.13% respectively [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 224 million from institutional investors, while retail investors saw a net inflow of 135 million [2] - Notable capital flows included: - Institutional net inflow for Dongpeng Beverage at 56.24 million, while retail saw a net outflow of 55.29 million [3] - Bright Dairy (600597) had a net inflow of 9.92 million from institutional investors, with retail outflows totaling 8.16 million [3]

Core Viewpoint - The announcement details the complete release of share pledges by Shanghai Pingrun Investment Management Co., Ltd. and its associated entity, indicating a positive liquidity position for the shareholders involved [2][3]. Group 1: Shareholder Information - Shanghai Pingrun holds 219,277,151 shares, approximately 14.53% of the total share capital of the company [2]. - Pingrun had previously pledged 172,000,000 shares, which accounted for 78.44% of its holdings and 11.40% of the total share capital [2]. - After the release of the pledge, Pingrun and its associated entity, Shanghai Fosun Chuanghong Equity Investment Fund Partnership (Limited Partnership), collectively hold 275,938,713 shares, representing 18.28% of the total share capital [2]. Group 2: Pledge Release Details - The release of the share pledge was communicated to the company on September 26, 2025, and the decision on future pledges will depend on Pingrun's funding needs [4]. - Following the release, there are no pledges or freezes on the shares held by Pingrun and Fosun Chuanghong [3]. Group 3: Compliance and Disclosure - The company will continue to monitor the pledge situation and adhere to relevant regulations, ensuring timely disclosure of information [5].