Group 1 - The stock price of Miaokelan (600882) closed at 26.06 yuan on September 10, 2025, with a slight increase of 0.23% and a trading volume of 48,100 shares, resulting in a transaction amount of 125 million yuan [1] - On September 10, 2025, the net outflow of main funds was 7.4813 million yuan, accounting for 6.01% of the total transaction amount, while retail investors saw a net inflow of 5.5677 million yuan, representing 4.47% of the total transaction amount [1][3] - The company announced the use of 110 million yuan of idle raised funds to purchase a structured deposit product from Shanghai Pudong Development Bank, with a term of 89 days and an expected annual yield of 2.10%/1.90%/0.70%, linked to the euro to US dollar exchange rate [1][3] Group 2 - The structured deposit product purchased on September 9, 2025, is named "Liduoduo Company Stable Profit 25JG8692 Phase (Three-Layer Bullish) RMB Corporate Structured Deposit" [1] - The previously purchased structured deposit of 100 million yuan matured on June 9, 2025, yielding a profit of 512,500 yuan, which has been credited to the company's account [1]

Core Viewpoint - The company, Shanghai Miaokelan Food Technology Co., Ltd., has announced the use of temporarily idle raised funds for cash management, which has been approved by the board and supervisory committee without the need for shareholder meeting approval [2][10]. Group 1: Cash Management Redemption Situation - On June 9, 2025, the company used part of its idle raised funds to purchase a structured deposit product amounting to 100 million yuan, which matured on September 9, 2025, yielding a return of 512,500 yuan [3]. Group 2: Investment Overview - The purpose of the investment is to enhance the efficiency of raised fund utilization while ensuring that normal operations and project construction are not affected, thereby increasing returns for the company and its shareholders [4]. - The total amount for cash management investment is 110 million yuan, sourced from temporarily idle raised funds [5]. Group 3: Fundraising Overview - The company raised approximately 2.98 billion yuan through a private placement of shares, with the net amount after expenses being 2.98 billion yuan [6]. - The raised funds are managed in a dedicated account, and the company has signed a tripartite supervision agreement with the bank and the sponsor [6]. Group 4: Investment Method - The cash management product purchased is a bank structured deposit with a floating return type, ensuring high safety and liquidity, and does not alter the intended use of the raised funds [8]. Group 5: Investment Impact - The cash management will not affect the company's main business or the implementation of investment projects, and it is expected to enhance returns for shareholders [14]. - As of June 30, 2025, the company's cash balance was approximately 655.62 million yuan, with the cash management investment representing 16.78% of this amount [14]. Group 6: Opinions from Supervisory Committee and Sponsor - The supervisory committee supports the cash management initiative, stating it will improve fund efficiency and is in the best interest of shareholders [16]. - The sponsor, Dongfang Securities, confirms that the cash management decision has followed necessary approval procedures and complies with relevant regulations [17].

证券代码：600882 证券简称：妙可蓝多 公告编号：2025-082 上海妙可蓝多食品科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理到期赎回并 继续进行现金管理的公告 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： 基本情况 | 投资金额 | 万元 11,000 | | --- | --- | | 投资种类 | 银行理财产品 | | 资金来源 | 募集资金 | 已履行的审议程序 上海妙可蓝多食品科技股份有限公司（以下简称"公司"、"妙可蓝多"）于 2024 年 11 月 18 日召开第十二届董事会第一次会议和第十二届监事会第一次 会议，审议通过《关于使用暂时闲置自有资金及募集资金进行现金管理的议 案》，公司监事会、保荐机构分别对相关事项发表了同意的意见，本事项无 需提交股东大会审议。 特别风险提示 公司本次购买的理财产品为保本浮动收益型，产品安全性高、流动性好、满 足保本要求，但不排除该项投资收益情况受到政策风险、市场风险、流动性 风险等风险的影响。 本次进行现金管理的投资总额为 11,000 万 ...

Group 1 - The dairy sector experienced a decline of 0.51% as of the market close on September 5, ranking among the top losers in concept sectors, with companies like Junyao Health, Miaokelando, and Huanlejia seeing significant drops [1] - Among the dairy stocks, 11 companies saw price increases, with Ketaobiotech, Yiyaton, and Wancheng Group leading the gains at 1.72%, 1.47%, and 0.96% respectively [1] - The dairy sector faced a net outflow of 120 million yuan from major funds today, with 21 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The top net outflow stock in the dairy sector was Beiyinmei, with a net outflow of 55.85 million yuan, followed by Huanlejia and Qiaqia Foods with outflows of 49.63 million yuan and 34.69 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Yili Group, Dabeinong, and Miaokelando, with net inflows of 41.39 million yuan, 28.16 million yuan, and 20.83 million yuan respectively [2] - The dairy sector's outflow leaderboard highlighted Beiyinmei, Huanlejia, and Junyao Health as the most affected stocks, with respective declines of 1.45%, 3.85%, and 4.54% [3]

Market Overview - The beverage and dairy sector experienced a decline of 0.39% on September 5, with Junyao Health leading the drop [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Notable gainers included: - Huirong Technology (300915) with a closing price of 26.40, up 2.21% [1] - Yangyuan Beverage (603156) at 21.90, up 1.53% [1] - Panda Dairy (300898) at 29.45, up 0.86% [1] - Major decliners included: - Junyao Health (605388) at 8.62, down 4.54% [2] - Miaokelan Duo (600882) at 26.34, down 4.08% [2] - Huanlejia (300997) at 19.71, down 3.85% [2] Trading Volume and Capital Flow - The beverage and dairy sector saw a net outflow of 213 million yuan from institutional investors, while retail investors contributed a net inflow of 145 million yuan [2] - The trading volume for key stocks included: - Yili Co. (600887) with a trading volume of 551,500 shares and a turnover of 1.547 billion yuan [1] - New Dairy (002946) with a trading volume of 74,000 shares and a turnover of 133 million yuan [1] Capital Inflow Analysis - Yili Co. (600887) had a net inflow of 54 million yuan from institutional investors, but a net outflow of 75 million yuan from retail investors [3] - Miaokelan Duo (600882) saw a net inflow of 29 million yuan from institutional investors, with a significant outflow from retail investors [3] - Huirong Technology (300915) experienced a net inflow of 6.59 million yuan from institutional investors, while retail investors showed a net outflow [3]

Core Viewpoint - The article discusses the release of the State Council's opinion on enhancing sports consumption potential and promoting high-quality development in the sports industry, aiming for a total scale exceeding 7 trillion yuan by 2030 [1]. Group 1: Sports Consumption Potential - The article highlights the booming sports economy, including ice and snow sports and new sports markets, indicating significant potential for sports consumption [2]. - It emphasizes the need to enrich sports events, develop outdoor sports industries, and enhance sports facility supply, supported by financial policies like loan interest subsidies and sports consumption vouchers [2]. Group 2: Sports Events and Economic Impact - The opinion calls for the optimization of sports event management and the introduction of policies to boost event-driven economic growth, with examples showing a 40% increase in consumption during major events like the Hangzhou Asian Games [6][7]. - The sports service industry, particularly competition and leisure sectors, accounted for 72.7% of the sports industry's added value, which reached 3.67 trillion yuan in 2023, growing at an annual rate of 10.3% [6]. Group 3: Outdoor Sports and Ice-Snow Economy - The article outlines plans for developing outdoor sports based on regional resources, with projected online consumption in outdoor sports reaching 300 billion yuan by 2024 and ice-snow industry growth from 381.1 billion yuan in 2020 to 970 billion yuan in 2024, reflecting a 26.3% annual growth rate [8]. - Water sports participation is expected to exceed 120 million people by 2024, with an industry scale of 438.6 billion yuan, growing by 18.7% [8]. Group 4: Strengthening Sports Enterprises - The opinion emphasizes the need to strengthen sports enterprises by supporting private investment, enhancing the quality of sports enterprises, and promoting the market-oriented operation of public sports venues [11]. - Financial policies include interest subsidies for eligible sports service providers and incentives for local governments to issue sports consumption vouchers [11].

2025 年 8 月 1 日，公司使用部分闲置募集资金购买了"兴业银行企业金融 人民币结构性存款产品"，产品期限 31 天，起息日 2025 年 8 月 4 日，金额 1,000 万 元 。 具 体 内 容 详 见 公 司 于 2025 年 8 月 5 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）及公司指定信息披露媒体《中国证券报》《上海证券报》《证 券时报》《证券日报》披露的《关于使用部分暂时闲置募集资金进行现金管理的 进展公告》（公告编号：2025-071）。该产品已于 2025 年 9 月 4 日到期，截至本 公告披露日，公司已赎回本金 1,000 万元，并获得收益 14,438.35 元，收益符合 预期，本金及收益已全部到账。 证券代码：600882 证券简称：妙可蓝多 公告编号：2025-081 关于使用部分暂时闲置募集资金进行现金管理到期赎回的 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。 上海妙可蓝多食品科技股份有限公司（以下简称"公司"）于 2024 年 11 月 18 ...

证券代码：600882 证券简称：妙可蓝多 公告编号：2025-080 上海妙可蓝多食品科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理到期赎回并 继续进行现金管理的公告 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： 基本情况 | 投资金额 | 万元 30,000 | | --- | --- | | 投资种类 | 银行理财产品 | | 资金来源 | 募集资金 | 报》《上海证券报》《证券时报》《证券日报》披露的《关于使用部分暂时闲置 募集资金进行现金管理的进展公告》（公告编号：2025-046）。该产品已于 2025 年 9 月 3 日到期，截至本公告披露日，公司已赎回本金 30,000 万元，并获得收 益 1,612,500 元，收益符合预期，本金及收益已全部到账。 二、投资情况概述 （一）投资目的 已履行的审议程序 上海妙可蓝多食品科技股份有限公司（以下简称"公司"、"妙可蓝多"）于 2024 年 11 月 18 日召开第十二届董事会第一次会议和第十二届监事会第一次 会议，审议通过《关于使用暂时 ...

Group 1 - The food and beverage sector experienced a pullback on September 3, with the Food ETF (515710) opening high but declining, down 0.93% at the time of reporting [1][2] - Major stocks in the sector, including Dongpeng Beverage, Sanquan Food, and several liquor brands, saw significant declines, with Dongpeng Beverage dropping over 4% and Sanquan Food down over 2% [1][2] - The Food ETF has seen substantial net inflows recently, with over 70 million yuan in net subscriptions over the past five trading days and more than 130 million yuan over the last 20 days [2] Group 2 - A new consumption promotion policy was announced in Shaoxing, Zhejiang, which includes subsidies for dining events, potentially boosting demand in the food and beverage sector [3] - The current valuation of the food and beverage sector is considered low, with the Food ETF's underlying index PE ratio at 21.25, indicating a favorable time for investment [3] - Despite a weak performance in the liquor sector, some companies are actively adjusting their product channels, suggesting potential bottom-fishing opportunities [4] Group 3 - The liquor sector is viewed as having good investment value, with ongoing policy support reinforcing expectations for economic recovery, although there are still concerns about the pace of recovery [5] - The Food ETF (515710) tracks the China Securities Index for the food and beverage industry, with a significant portion of its holdings in high-end liquor stocks and other beverage segments [6]

Group 1 - The core viewpoint of the article highlights the recent product launches in the food and beverage industry, showcasing innovation and market expansion strategies by various brands [4][6][19]. Group 2 - Mixue Ice City has launched a new "Lemon Milk" series, which includes Lemon Milk Coffee and Snow King Lemon Milk, emphasizing rich and refreshing flavors [4][24]. - Want Power, a brand under Wangwang, introduced a new product "Berry Care," featuring five core ingredients aimed at health-conscious consumers [4]. - Joyoung has released a new fig and flaxseed soy milk powder, targeting female consumers with high protein and fiber content [4]. - Kirin Beverage has launched a roasted tea latte, designed for various consumption scenarios such as studying and working [5]. - Yili's Ikahuo has introduced a new health drink made from iron skin dendrobium and western ginseng, utilizing advanced preservation techniques [6]. - Menglong Ice Cream has unveiled a new glowing ice pop, appealing to health-conscious consumers with its low-calorie content [7]. - Heytea has launched a new ice drink made from a specific type of melon, highlighting unique production techniques [7]. - Nongfu Spring has introduced a new series of bottled water sourced from various locations across China [7]. - Sanofi Group has launched a new herbal tea product, focusing on light health benefits [7]. Group 3 - Babycare has announced actress Guo Biting as its new brand ambassador, launching a themed short film [8]. - Mengniu has appointed a new CFO, indicating a shift in its executive leadership [8]. - KFC has opened its first KPRO restaurant in Henan, focusing on balanced meal options [10]. - Lucky Coffee has opened its first overseas store in Malaysia, marking its global expansion [10]. Group 4 - Shibeikang has completed a nearly 100 million RMB Series B financing round, aimed at accelerating its drug development pipeline [14]. - Pure Fitness has secured $50 million in funding, indicating strong investor interest in the fitness sector [16]. - Sleep.ai has raised $5.5 million in funding, transitioning to a focus on commercialization and partnerships [17]. - Anta has announced an investment in the Korean fashion group MUSINSA, establishing a joint venture in China [17]. Group 5 - Coca-Cola has launched customized snack products for bulk retail, expanding its product offerings [19]. - Kangshifu has undergone significant management changes, indicating a strategic shift within the company [19]. - Nayuki has collaborated with a brand to launch a new beverage line, enhancing its product diversity [19]. - Ganyuan Food has introduced a new rice cake series with various flavors, focusing on quality ingredients and innovative cooking methods [19].