证券代码：600429 证券简称：三元股份 公告编号：2025-047 北京三元食品股份有限公司 关于股东权益变动触及 1%刻度的提示性公告 股东上海复星创泓股权投资基金合伙企业（有限合伙）及其一致行动人上海平闰 投资管理有限公司保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 18.37% | | | | 权益变动后合计比例 | 17.75% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | 其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人 ...

股票代码：600429 股票简称：三元股份 公告编号：2025-048 北京三元食品股份有限公司 关于召开2025年第三季度业绩说明会的公告 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、准确性及完整性承担法律责任。 重要内容提示： ● 会议召开时间：2025 年 12 月 25 日（星期四）9:00-10:00 ● 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心网络文字互动 ● 投资者可于 2025 年 12 月 18 日（星期四）至 12 月 24 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zhengquanbu@sanyuan.com.cn 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 北京三元食品股份有限公司（简称"公司"）已于 2025 年 10 月 29 日在《中 国证券报》《上海证券报》以及上海证券交易所网站（https://www.sse ...

格隆汇12月17日丨三元股份(600429.SH)公布，2025年12月17日，公司收到复星创泓及一致行动人平闰 投资关于减持公司股份触及1%刻度的告知函，复星创泓因自身资金需求于2025年12月15日至16日通过 集中竞价交易方式减持公司股份936.42万股（约占公司总股本的0.62%）。平闰投资未减持。本次权益 变动后，复星创泓及一致行动人平闰投资合计持有公司股份2.67亿股，占公司总股本的17.75%。本次权 益变动触及1%刻度。 ...

格隆汇12月17日丨三元股份(600429.SH)公布，2025年12月17日，公司收到上海复星创泓股权投资基金 合伙企业（有限合伙）（简称"复星创泓"）及一致行动人上海平闰投资管理有限公司（简称"平闰投 资"）关于减持公司股份触及1%刻度的告知函，复星创泓因自身资金需求于2025年12月15日至16日通过 集中竞价交易方式减持公司股份936.42万股（约占公司总股本的0.62%）。平闰投资未减持。本次权益 变动后，复星创泓及一致行动人平闰投资合计持有公司股份266,574,513股，占公司总股本的17.75%。 本次权益变动触及1%刻度。 ...

Group 1 - The beverage and dairy sector increased by 0.75% on December 17, with Zhuangyuan Pasture leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up 1.19%, while the Shenzhen Component Index closed at 13224.51, up 2.4% [1] - Zhuangyuan Pasture's stock price rose by 10.05% to 11.28, with a trading volume of 174,000 shares and a transaction value of 191 million yuan [1] Group 2 - The beverage and dairy sector saw a net outflow of 26.73 million yuan from institutional funds, while retail investors experienced a net outflow of 104 million yuan [2] - The stock of Huangshi Group fell by 10.04% to 4.12, with a trading volume of 1.7865 million shares and a transaction value of 765 million yuan [2] - The stock of Beiningmei decreased by 2.22% to 6.17, with a trading volume of 805,400 shares and a transaction value of 498 million yuan [2]

Core Viewpoint - The dairy sector in the A-share market has shown strong performance, with multiple stocks experiencing significant gains over four consecutive days [1] Group 1: Stock Performance - Zhuangyuan Pasture reached the daily limit up, indicating strong investor interest [1] - Tianrun Dairy increased by over 5%, reflecting positive market sentiment [1] - Miaokelando rose nearly 5%, contributing to the overall strength of the sector [1] - Knight Dairy, Liziyuan, and Sanyuan Shares all saw increases of over 3%, showcasing broad-based gains across the industry [1]

Group 1 - The dairy sector saw a rise of 0.45% as of the market close on December 16, ranking fifth among concept sectors, with 13 stocks increasing in value [1][2] - Notable gainers included Huangshi Group, which hit the daily limit, and other companies like Huanlejia, Sunshine Dairy, and Lihigh Food, which rose by 10.74%, 2.84%, and 2.59% respectively [1][5] - Conversely, stocks such as *ST Tianshan, Miaokelan Duo, and Pinwo Food experienced declines of 4.09%, 2.50%, and 2.47% respectively [1][5] Group 2 - The dairy sector experienced a net outflow of 102 million yuan in main funds today, with 14 stocks receiving net inflows [3][4] - Huangshi Group led the inflow with 65.43 million yuan, followed by Sanyuan Foods, Sunshine Dairy, and Wancheng Group with net inflows of 20.10 million yuan, 12.67 million yuan, and 7.38 million yuan respectively [3][4] - The net inflow ratios were highest for Huangshi Group at 32.37%, New Agricultural Development at 5.12%, and Yisheng Shares at 3.46% [3][4]

Group 1 - The A-share market saw a significant rise in the baby and child concept stocks, particularly in the dairy sector, with companies like Huangshi Group, Junyao Health, Nanjiao Food, and Sunshine Dairy hitting the daily limit up [1] - The catalyst for this market movement was the announcement from the National Medical Insurance Administration during the national medical security work conference on December 13, aiming for "no out-of-pocket" expenses for childbirth by 2026 [2][3] - The government is implementing a series of supportive policies for childbirth, including extended maternity leave, child-rearing subsidies, and educational support, indicating a strong commitment to creating a family-friendly environment [3][4] Group 2 - The birth rate in China is projected to see fluctuations, with an expected increase in 2024 to 9.54 million births, the first rise since 2017, although the overall population continues to decline [6] - The central economic work conference emphasized stabilizing the birth population scale, marking a shift in focus towards specific population targets, which may lead to more aggressive fertility policies [4][7] - Analysts suggest that the new policies will directly benefit sectors such as assisted reproduction and maternal healthcare, while also positively impacting the mother and baby consumption industry, including retail and food sectors [7]

Market Performance - The Hong Kong and A-share markets saw a significant rise in baby and child-related stocks, particularly in the dairy sector, with several companies hitting their daily limit up [1] - In A-shares, companies such as Huangshi Group, Junyao Health, Nanjiao Food, and Sunshine Dairy reached their daily limit, while Knight Dairy rose over 8% [1] - In Hong Kong stocks, Youran Dairy increased by over 7%, Modern Dairy by over 3%, and Mengniu Dairy by 1% [1][3] Policy Impact - The recent surge in the market is attributed to a major signal released during the National Medical Security Work Conference on December 13, which stated the goal of achieving "no out-of-pocket" expenses for childbirth within the policy scope by 2026 [3] - The government is actively implementing a series of supportive policies for childbirth, including extended maternity leave, childcare subsidies, and educational housing support, to create a more favorable environment for childbirth [4] - The implementation of a national childcare subsidy system is set to begin on January 1, 2025, providing annual subsidies of 3,600 yuan per child under three years old [4][5] Demographic Trends - The national birth population is projected to reach 9.54 million in 2024, marking the first increase since 2017, although the overall population continues to decline [8] - The birth population for 2025 is expected to range between 7 million and 8.71 million, potentially hitting a record low since 1950 [8] - The central government's focus on stabilizing the birth population indicates a commitment to enhancing fertility policies, which may lead to increased demand in the maternal and infant sectors [6][8] Industry Outlook - The new policies are expected to directly benefit sectors such as assisted reproduction and obstetric healthcare, while also providing sustained advantages to the maternal and infant consumption industry chain, including retail, food, and supplies [8] - Analysts suggest that the government's financial support and the anticipated increase in newborns will boost consumer confidence and improve demand for infant formula products [8]

Group 1 - The dairy sector is experiencing a strong upward trend, with multiple stocks reaching their daily limit, indicating positive market sentiment [1] - The upcoming national medical insurance conference on December 13 aims to promote maternity insurance and long-term care insurance, expanding coverage to flexible employment workers and migrant workers [1] - The number of people covered by maternity insurance in China has reached 255 million, with nearly 95% of regions directly providing maternity benefits to insured individuals [1] Group 2 - The recent favorable maternity policies are expected to alleviate economic burdens on families, potentially stabilizing the declining birth rate in the short term [1][2] - Comprehensive measures are necessary to effectively address the low birth rate issue, as various factors influence reproductive decisions beyond just policy changes [2] - The implementation of a childcare subsidy system starting January 1, 2025, aims to support families with children under three years old, reflecting the government's commitment to addressing low birth rates [2] Group 3 - The optimization of fertility policies is creating significant growth opportunities in the maternal and infant consumption market, which is projected to exceed 8 trillion yuan by 2025 and approach 9 trillion yuan by 2027 [3] - The dairy industry, as a core segment of maternal and infant consumption, is expected to directly benefit from this market expansion [3]