Core Viewpoint - Bright Dairy's subsidiary, Newlight, plans to sell its North Island assets in New Zealand to Abbott for $170 million due to underutilization and significant losses affecting profitability [1] Group 1: Asset Sale Details - Newlight's North Island factory has been experiencing low capacity utilization, leading to substantial losses [1] - The asset sale is expected to be completed by April 2026 and is projected to increase Newlight's net profit by approximately NZD 10 million to 15 million for the fiscal year 2026 [1] Group 2: Strategic Implications - The sale will help Newlight address its current operational challenges by allowing the company to focus on its core business and enhance competitiveness [1] - Proceeds from the asset sale will improve cash flow for debt repayment and reduce future operating capital loan requirements, significantly lowering interest costs [1] Group 3: Financial Performance - Bright Dairy reported a revenue of approximately CNY 12.472 billion for the first half of 2025, a year-on-year decline of 1.9%, and a net profit of about CNY 231 million, down 22.53% year-on-year [1] - Abbott's total revenue for the first half of 2025 was $21.5 billion, with a net profit of $3.104 billion [1]

Core Viewpoint - The company Guangming Dairy (600597.SH) announced the sale of its New Zealand North Island assets to Abbott for USD 170 million, with the Irish branch of Abbott providing a guarantee for the buyer [1] Group 1: Asset Sale Details - The Pokeno factory, located at 45 McDonald Avenue, Pokeno, Waikato, is adjacent to a major milk supply area, with raw milk transportation distances not exceeding 150 kilometers [1] - The factory, completed in 2020, has an annual production capacity of 40,000 tons and serves as a state-of-the-art base for nutritional powder production, capable of producing various products including high-quality industrial powder and nutritional formula milk powder [1] - The sale includes related assets such as equipment on leased land and the Jerry Green warehouse for storing finished products and raw materials [1] Group 2: Financial Impact - The project is expected to be completed by April 2026, with an anticipated increase in New Lite's net profit of approximately NZD 10 million to 15 million for the fiscal year 2026 [1] - The sale of the North Island assets will provide sufficient cash flow for New Lite to repay debts [1]

Core Viewpoint - The company, Bright Dairy (600597.SH), announced the sale of its New Zealand North Island assets to Abbott for $170 million, with the transaction expected to enhance cash flow and support debt repayment [1] Group 1: Asset Sale Details - The subsidiary, New Light, will sell the Pokeno factory located in Waikato, New Zealand, which is strategically positioned near dairy sources with a maximum raw milk transport distance of 150 kilometers [1] - The Pokeno factory, completed in 2020, has an annual production capacity of 40,000 tons and serves as a state-of-the-art base for nutritional powder production, capable of manufacturing various products including high-quality industrial powder and nutritional formula milk powder [1] - The sale includes related assets such as equipment on leased land and a warehouse for storing finished products and raw materials [1] Group 2: Financial Impact - The transaction is expected to be completed by April 2026 and is projected to increase New Light's net profit by approximately NZD 10 million to NZD 15 million for the 2026 fiscal year [1] - The sale of the North Island assets will provide sufficient cash flow for New Light to repay its debts [1]

Core Viewpoint - The company, Bright Dairy, announced a significant loss in its subsidiary, Synlait Milk Limited, due to underutilization of capacity at its North Island plant, leading to a decision to sell assets to Abbott Laboratories for $170 million [1][2]. Group 1: Financial Impact - Synlait Milk Limited plans to sell its North Island assets for $170 million (approximately NZD 288 million or CNY 1.21 billion) to Abbott Nutrition NZ Limited, with the transaction expected to close on April 1, 2026 [1]. - The sale is a response to substantial losses affecting Synlait's overall profitability, primarily due to low capacity utilization [1]. Group 2: Risk Management - Synlait Milk Limited is managing exchange rate risks through foreign exchange forward contracts to stabilize the settlement price against fluctuations in the USD/NZD exchange rate [2]. - The company will enter into a series of transitional service agreements with Abbott Nutrition, expected to last three years, with potential extensions [2]. Group 3: Company Structure - Bright Dairy's revenue composition for the year 2024 is as follows: dairy products account for 90.44%, other businesses for 4.85%, livestock for 4.22%, and miscellaneous for 0.5% [3]. Group 4: Market Position - As of the latest report, Bright Dairy has a market capitalization of CNY 11.7 billion [4].

证券代码：600597 证券简称：光明乳业 公告编号：临 2025-030 号 光明乳业股份有限公司 关于新莱特出售新西兰北岛资产的公告 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、准确性和完整性承担法律责任。 重要内容提示： 交易简要内容：新莱特以1.7亿美元向新西兰雅培出售新西兰北岛资产， 爱尔兰雅培为买方担保。 本项目不构成关联交易 本项目不构成重大资产重组 本项目评估报告已完成上海市国资委备案。本项目已经本公司董事会战略 委员会、董事会审议通过、新莱特董事会审议通过，尚需新莱特股东大会审议以 及新西兰海外投资办公室审批。 风险提示：交易风险、外汇风险、监管批准风险、外部事件影响。 新莱特财年：8月1日至次年7月31日，25财年为2024年8月1日至2025年7月 31日。 一、交易概述 光明乳业股份有限公司（以下简称"公司"、"本公司"或"光明乳业"）下 属子公司 Synlait Milk Limited（新西兰新莱特乳业有限公司）（以下简称"新 莱特"）北岛工厂因产能利用率不足，业务出现大额亏损，影响新莱特整体盈利 水平。新莱特拟以 1.7 ...

证券代码：600597 证券简称：光明乳业 公告编号：临2025-031号 履行的审议程序：已经公司董事会审计委员会、董事会审议通过。 特别风险提示：市场风险、操作风险、金融机构违约风险 光明乳业股份有限公司（以下简称"公司"）海外子公司 Synlait Milk Limited（新西兰新莱特乳业有限公司）（以下简称"新莱特"）为满足出售北岛 资产项目需要，防范汇率波动风险，以套期保值为目的，开展远期外汇合约业务。 具体情况如下： 光明乳业股份有限公司 一、业务情况概述 关于新莱特开展远期外汇合约业务的公告 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、准确性和完整性承担法律责任。 重要内容提示： 业务种类：远期外汇合约 交易目的：满足出售北岛资产项目需要，防范汇率波动风险，以套期保值 为目的。 业务金额：新莱特在不超过1.7亿美元的额度内开展外汇远期合约业务。 新莱特只与具有相应经营资质的银行等金融机构开展远期外汇合约业务，不 会与前述金融机构之外的其他组织或个人进行交易。 本项目将采用远期外汇合约（FEC）作为主要避险工具，新莱特财务委员会 根据市场 ...

证券代码：600597 证券简称：光明乳业 公告编号：临 2025-029 号 光明乳业股份有限公司 第八届董事会第四次会议决议公告 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。 一、董事会会议召开情况 光明乳业股份有限公司（以下简称"公司"、"本公司"）第八届董事会第四 次会议（以下简称"本次会议"）于 2025 年 9 月 28 日以通讯方式召开。本次会 议通知和会议材料于 2025 年 9 月 19 日以电子邮件方式发出。本次会议应参加表 决董事七人，实际参加表决董事七人，符合相关法律、法规以及公司《章程》的 规定。 二、董事会会议审议情况 (一)审议通过《关于新莱特出售新西兰北岛资产的议案》。 同意 7 票、反对 0 票、弃权 0 票。 具体内容详见 2025 年 9 月 29 日《中国证券报》《上海证券报》《证券时报》 及上海证券交易所网站 www.sse.com.cn《关于新莱特出售新西兰北岛资产的公 告》。 (二)审议通过《关于新莱特开展远期外汇合约业务的可行性分析报告》。 同意 7 票、反对 0 票、弃权 0 ...

每经头条（nbdtoutiao）——去美国的"打工人"天塌了！特朗普10万美元签证费击碎"美国梦"，美企加 速外包，加拿大趁机"抢人" （记者 曾健辉） 每经AI快讯，光明乳业（SH 600597，收盘价：8.47元）9月28日晚间发布公告称，公司第八届第四次董 事会会议于2025年9月28日以通讯方式召开。会议审议了《关于新莱特开展远期外汇合约业务的议案》 等文件。 2024年1至12月份，光明乳业的营业收入构成为：乳制品占比90.44%，其他占比4.85%，牧业占比 4.22%，其他业务占比0.5%。 截至发稿，光明乳业市值为117亿元。 ...

Core Viewpoint - The event "Yimin Chuxin Community Action, Bright Health Life Festival" marks a significant initiative by Bright Dairy to promote health and wellness in communities, emphasizing the company's commitment to quality dairy products and public welfare [1][3]. Group 1: Event Overview - The festival was launched on September 27 in Shanghai, featuring notable figures such as volleyball coach Lang Ping and executives from Bright Dairy, highlighting a blend of quality experience, public welfare, and international exchange [1][3]. - Bright Dairy's Chairman Huang Liming announced the introduction of the "Bright Health Life Festival," aimed at closely engaging with consumers and promoting health concepts through community outreach [3][17]. Group 2: Product Launch - During the event, Bright Dairy unveiled a new health product series that addresses contemporary consumer needs for sugar control, calcium supplementation, and convenient nutrition, covering a wide range of health concerns [3][14]. - The six new products include low GI flavored yogurt, reduced sugar probiotic series, and various nutritional formula milks, reflecting a deep understanding of national health demands [14]. Group 3: Community Engagement - The "Yimin Chuxin" initiative has reached over 213,000 communities, distributing 18.67 million servings of fresh milk and conducting over 300,000 public welfare activities in the past year [17]. - The festival also featured interactive health sessions led by Lang Ping, promoting practical health knowledge and encouraging community participation in healthy living [5][10]. Group 4: Cultural Exchange - The event included a cultural exchange with the "Moslian Health Life Festival" from Bulgaria, showcasing international health practices and fostering cross-cultural interactions through sports activities [12][18]. - The collaboration with Bulgarian representatives highlighted the importance of global health insights and community spirit in promoting wellness [12].

Group 1 - The core point of the article is that Bright Dairy announced its subsidiary New Light intends to sell assets in New Zealand to Abbott's subsidiary for USD 170 million, which is expected to enhance New Light's net profit in the fiscal year 2026 by approximately NZD 10 million to NZD 15 million [1] Group 2 - The transaction involves the sale of assets and equipment related to locations in Pokeno, RPD, and Jerry Green [1] - The expected closing date for the transaction is April 1, 2026 [1] - The sale price is approximately NZD 288 million, based on an average exchange rate of 0.59 [1]