"奶酪第一股"上海妙可蓝多（600882）食品科技股份有限公司(简称"妙可蓝多")1月25日宣布，免去柴琇 副董事长、总经理、法定代表人职务。该公司同日发布的"关于参股并购基金进展及相关风险的提示性 公告""关于拟确认公允价值变动的公告"，揭示了柴琇被免职的真实原因。 根据公告，因妙可蓝多参股基金担保的吉林省耀禾经贸有限公司(简称"吉林耀禾")逾期未清偿对妙可蓝 多控股股东内蒙蒙牛的债务，内蒙蒙牛已对吉林耀禾提起仲裁，未来或启动对相关担保物的资产拍卖。 由于柴琇未履行该基金事项对妙可蓝多的补偿承诺，导致妙可蓝多可能出现财产损失，预计减少2025年 净利润超1亿元。与此同时，妙可蓝多已就柴琇承诺事项提出仲裁申请。 分析认为，柴琇因违规事项被妙可蓝多免职属于正常情况，可减少上市公司潜在风险。截至发稿，蒙牛 方面未对此事发表评论。 创始人柴琇被免职 公告显示，由于妙可蓝多参股的上海祥民股权投资基金合伙企业(简称"并购基金")及其下属主体担保的 吉林省耀禾经贸有限公司(简称"吉林耀禾")，逾期未清偿其对内蒙古蒙牛乳业(集团)股份有限公司(简 称"内蒙蒙牛"，妙可蓝多控股股东)负有的债务。内蒙蒙牛已对吉林耀禾及相关方提 ...

作者：顺安 1月25日晚，妙可蓝多发布公告称，公司副董事长、总经理以及法定代表人柴琇被免职，行政总经理蒯玉龙接任总经理一职，并担任公司法定代表人。 | | 离任 | 离任 | 原定任期 | 离任 | 是否继续在 上市公司 | 賞 体 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 时间 | 到期日 | 原因 | 及其控股子公司 | 职 | | | 副董事 | | | | 任职 | 务 | | | | | 2027 年 | | | | | 柴秀 | 长、总经 理以及 | 2026 年 1月23日 | 11月17日 | 免职 | 是 | 直 書 | | | 法定代 | | | | | | | | 表人 | | | | | | | | | | | | | 章 | | | | | | | | 書 | | | 行政总 | 2026 年 | 2027 年 | 工作 | | | | 蒯玉龙 | 经理 | 1月23日 | 11月17日 | 安排 | 是 | 财 | | | | | | | | 务 | | | | | | | | 总 | | | | | | | ...

百草味坚果礼盒重958克，实际坚果仅33克，因命名涉及误导遭网友投诉，客服称将向上级反馈 。 整理 ｜徐子欣 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 航班管家数据显示，截至1月26日，2026年2月已有49条航线取消全部航班，比一月进一步增加。2026年1月，中国大陆赴日本航班取消率达47.2%，较 2025年12月增长7.8个百分点。1月26日下午，国航、东航、南航陆续发布通知称，1月26日前出票，航班起飞日期在2026年3月29日（含）至2026年10月 24日（含）的日本进出港或经停航班，可免费退改签。在此之前，免费退改签政策执行到3月28日。（第一财经） 肯德基回应外送产品涨价，堂食价格保持不变 1月26日起，肯德基对旗下外送产品价格进行小幅调整，平均调整金额为0.8元，堂食价格维持不变，"疯狂星期四""周末疯狂拼""OK餐三件套"等热门优惠 套餐也保持原价稳定，此举引发市场对快餐行业外送定价策略的关注。 理想汽车内部会曝光：重启人形机器人 腾讯元宝春节派10亿现金，马化腾希望重现当年微信红包盛况 邵氏兄弟拟45亿收购正午阳光 保时捷中国首席执行 ...

此次接任之前，蒯玉龙长期担任妙可蓝多的行政总裁兼CFO。在进入妙可蓝多之前，蒯玉龙在蒙牛集团负责财务及战略工作多年。 此次人事调整，被业内理解为妙可蓝多将进一步加深与控股股东蒙牛集团的协同。同日晚间，妙可蓝多公告称，蒙牛乳业于2025年12月29日至2026年1月 23日期间，通过集中竞价方式增持公司股票133.22万股，占公司总股本比例0.26%，持股比例由36.77%增至37.04%。 1月26日，妙可蓝多股价有所下跌，最新市值119亿元。 创始人柴琇被免职 1月26日，妙可蓝多公告称，1月23日，柴琇被免去副董事长、总经理及法定代表人职务，但继续担任公司董事。同时，公司聘任蒯玉龙为总经理，法定代 表人相应变更为蒯玉龙，其不再兼任公司行政总经理。 作为妙可蓝多创始人，柴琇曾带领妙可蓝多借奶酪棒单品崛起，2018年至2021年营收年复合增长率超50%。曾经的"奶酪女王"，此次为何被免职？当日的 另一则公告或可窥探其端倪。 妙可蓝多称，由于公司参股的上海祥民股权投资基金合伙企业（有限合伙）（简称"并购基金"）及其下属主体担保的吉林省耀禾经贸有限公司（简称"吉 林耀禾"）逾期未清偿其对蒙牛负有的债务，公司对柴琇 ...

Core Viewpoint - The recent leadership change at Miaokelando, with Kuai Yulong replacing founder Chai Xiu as CEO, is seen as a strategic move to deepen collaboration with the controlling shareholder, Mengniu Dairy [1][3][20]. Group 1: Leadership Change - Kuai Yulong, previously the CFO and General Manager, has been appointed as the new CEO, while Chai Xiu remains a board member after being removed from the positions of Vice Chairman and General Manager [5][22]. - Chai Xiu's removal is linked to a failure to fulfill financial commitments related to a partnership fund, leading to arbitration proceedings initiated by the company [6][23][24]. Group 2: Financial Impact - The company anticipates significant financial implications from the arbitration, estimating a potential net profit reduction of approximately 119 million to 127 million yuan for the fiscal year 2025 due to asset impairment [8][24]. - Mengniu Dairy increased its stake in Miaokelando from 36.77% to 37.04% by acquiring 1.3322 million shares, indicating a strengthening of their investment [3][20]. Group 3: Strategic Direction - The leadership transition is expected to enhance operational efficiency and resource allocation within Miaokelando, leveraging Kuai Yulong's extensive experience in finance and strategic management [10][28]. - The company aims to evolve from a medium-sized food enterprise to a large-scale manufacturing entity by 2026, necessitating improved management practices [11][28]. Group 4: Collaboration with Mengniu - The partnership with Mengniu is set to deepen, focusing on supply chain integration, market penetration, and innovation in product development [15][31]. - Collaborative efforts will include leveraging Mengniu's extensive distribution channels and marketing resources to enhance Miaokelando's brand presence and product offerings [31][32].

Group 1 - Baicaowei's "nut gift box" misleads consumers with only 33g of nuts out of 958g total weight, raising concerns about misleading marketing practices [2] - 49 routes between China and Japan have canceled all flights, with a cancellation rate of 47.2% for January 2026, prompting airlines to extend free refund and change policies [2] - KFC has raised delivery prices by an average of 0.8 yuan while keeping dine-in prices unchanged, reflecting operational cost adjustments [3] Group 2 - Li Auto plans to reintroduce humanoid robots, aiming to become a leading AI company by 2028, with a focus on embodied intelligence [4][6] - Tencent is launching a 10 billion yuan cash giveaway for its Yuanbao app during the Spring Festival, aiming to replicate the success of past WeChat red envelope campaigns [6] - Shaw Brothers is set to acquire Noon Sunshine for approximately 45.765 billion yuan, expanding its media and entertainment portfolio [6][7] Group 3 - 360doc announced the free transfer of its personal knowledge library platform due to business adjustments, ensuring users can back up their content [7] - Yu Minhong refuted rumors regarding New Oriental's indirect equity investment relationships, threatening legal action against the spreaders of false information [8] - Porsche China is addressing customer issues related to the "Dong'an incident," ensuring that affected customers receive their vehicle certificates [8] Group 4 - Dangdang's subsidiary was fined for violating labor laws, with 27 employees averaging 149 hours of overtime per month [9] - Miaokelando's founder was removed from key positions due to unfulfilled financial obligations, potentially impacting the company's net profit by approximately 119 to 126.6 million yuan [9] - Big Pizza has reduced its "sanitation worker meal" price from 49.9 yuan to 9.9 yuan, following criticism of its initial pricing strategy [9] Group 5 - Yushun Technology will partner with the Spring Festival Gala for the third time, showcasing its robots [10] - Yonghui Supermarket in Beijing has suspended operations at a location due to property management disputes, affecting store accessibility [10] - Nike is laying off 775 employees to accelerate automation in its distribution centers, following previous job cuts [11] Group 6 - Zijin Mining plans to acquire Allied Gold Corporation for approximately 55 billion Canadian dollars, targeting gold mining assets [13] - Haike New Source has signed a long-term cooperation agreement with BYD Lithium Battery to supply at least 100,000 tons of products annually [14] - Faraday Future's CEO announced the completion of regulatory certification for its EAI robot, aiming for immediate sales upon release [15] Group 7 - The latest news from the stock market indicates a collective rise in major U.S. indices, with Tesla experiencing a decline of over 3% [11] - China Rare Earth expects a net profit of 143 to 185 million yuan for 2025, marking a turnaround from a loss in the previous year [25] - Dongfang Risheng anticipates a net loss of 2.3 to 2.9 billion yuan for 2025, while Duofluo expects a profit of 200 to 280 million yuan [26][27]

Core Viewpoint - The appointment of Kuai Yulong as the new CEO of Miaokelando marks a significant transition to a new phase of professional management, focusing on data-driven growth and operational efficiency in the cheese industry [1][2]. Group 1: Management Transition - Kuai Yulong, previously the CFO and CEO of Miaokelando, brings extensive experience from Mengniu Group, which is expected to align with the company's current needs for strategic planning and operational excellence [1][4]. - The shift from a founder-led to a professional management approach is seen as essential for Miaokelando to refine its internal capabilities and prepare for long-term growth [2][3]. Group 2: Strategic Development - Miaokelando's 2025 strategy emphasizes a dual approach of "To C and To B" along with mergers and acquisitions to adapt to new market opportunities [2][3]. - The company aims to diversify its product offerings beyond children's snacks to include adult-oriented and B2B products, establishing itself as a comprehensive cheese enterprise [2][3]. Group 3: Operational Focus - The new management team is tasked with implementing the "dual-wheel drive" strategy effectively, expanding product lines to cover all age groups and enhancing B2B business as a growth driver [3][5]. - Key product innovation areas include upgrading children's products, expanding adult lines, and developing specialized B2B offerings, particularly in raw cheese technology to reduce import dependency [3][5]. Group 4: Collaboration with Mengniu - The leadership change is expected to deepen collaboration with Mengniu, enhancing supply chain integration and cost advantages through shared resources [7][8]. - Leveraging Mengniu's extensive distribution network will facilitate Miaokelando's market penetration, especially in underdeveloped markets [7][8]. Group 5: Organizational Evolution - Kuai Yulong's financial expertise is anticipated to foster a more structured and efficient operational framework, transitioning the company from a "people-driven" to a "process-driven" management style [6][9]. - The focus will be on building a professional, skilled, and collaborative team to support strategic execution and establish a closed-loop operation model [5][6].

一、信息披露义务人的基本信息 登录新浪财经APP 搜索【信披】查看更多考评等级 公司控股股东内蒙古蒙牛乳业（集团）股份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： ■ ■ （一）身份类别 ■ （二）信息披露义务人信息 二、权益变动触及1%刻度的基本情况 上海妙可蓝多食品科技股份有限公司（以下简称"公司"）于2026年1月26日收到控股股东内蒙古蒙牛乳 业（集团）股份有限公司（以下简称"内蒙蒙牛"）出具的《关于妙可蓝多股份增持计划的实施进展告知 函》，内蒙蒙牛于2025年12月29日至2026年1月23日期间，通过集中竞价方式增持公司股票133.2219万 股，占公司总股本比例0.26%，触及1%的刻度。具体情况如下： ■ 三、其他说明 （一）本次权益变动系信息披露义务人执行已披露的股份增持计划所致，不涉及要约收购相关情形。具 体内容详见公司于2025年12月30日披露的《关于控股股东增持公司股份及后续增持计划的公告》（公告 编号：2025-108）。本次权益变动与控股股东此前已披露的计 ...

晨会纪要（R3） 晨会纪要 2026 年 01 月 27 日 | 市场数据 | | | | --- | --- | --- | | 指数名称 | 收盘 | 涨跌% | | 上证指数 | 4132.61 | -0.09 | | 深证成指 | 14316.64 | -0.85 | | 创业板指 | 3319.15 | -0.91 | | 科创 50 | 1532.80 | -1.35 | | 北证 50 | 1565.70 | -1.45 | | 沪深 300 | 4706.96 | 0.10 | 上证指数-沪深 300 走势图 -6% 4% 14% 24% 34% 2025-01 2025-04 2025-07 2025-10 上证指数 沪深300 | 何晨 | 分析师 | | --- | --- | | 执业证书编号:S0530513080001 | | | hechen@hnchasing.com | | | 周剑 | 分析师 | | 执业证书编号:S0530525090001 | | | zhoujian64@hnchasing.com | | 晨会聚焦 一、财信研究观点 【债券研究】债券市场综述 二、重 ...

证券代码：600882 证券简称：妙可蓝多 公告编号：2026-011 上海妙可蓝多食品科技股份有限公司关于持股 5%以上股东权益变动触及1%刻度的提示性公告 公司控股股东内蒙古蒙牛乳业（集团）股份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。 登录新浪财经APP 搜索【信披】查看更多考评等级 （一）身份类别 ■ （二）信息披露义务人信息 ■ 二、权益变动触及1%刻度的基本情况 上海妙可蓝多食品科技股份有限公司（以下简称"公司"）于2026年1月26日收到控股股东内蒙古蒙牛乳 业（集团）股份有限公司（以下简称"内蒙蒙牛"）出具的《关于妙可蓝多股份增持计划的实施进展告知 函》，内蒙蒙牛于2025年12月29日至2026年1月23日期间，通过集中竞价方式增持公司股票133.2219万 股，占公司总股本比例0.26%，触及1%的刻度。具体情况如下： ■ 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： ■ 一、信息披露义务人的基本信息 （一）本次权益变动系信息披露义务人执行已披露的股份增持计划所致，不涉及要约收购相关情形。具 体内容详见公司于 ...