Group 1 - The company Shanghai Miaokelan Food Technology Co., Ltd. has received a new consumer complaint regarding potential food safety issues related to its dairy products purchased online [1][2] - The complaint was filed by a consumer on June 16, 2025, concerning a purchase made on June 9, 2025, through Tmall [1] - The complaint has not reached a mediation agreement as of August 16, 2025, and is being handled by the Shanghai Fengxian District Market Supervision Administration [2] Group 2 - Shanghai Miaokelan Food Technology Co., Ltd. was established on November 29, 1988, and is located at No. 899, Industrial Road, Building 8, Fengxian District, Shanghai [2] - The company primarily engages in the food manufacturing industry and has a registered capital of 5,137,916,470 RMB [2] - The legal representative of the company is Chai Xiu [2]

Core Viewpoint - The company Shanghai Miaokelan Food Technology Co., Ltd. will hold a half-year performance briefing on August 25, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [1][2]. Meeting Details - The meeting is scheduled for August 25, 2025, from 15:00 to 17:00 [1][2]. - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible via the website: https://roadshow.sseinfo.com/ [1][2]. - The format will include video streaming and online interaction [1][2]. Participation Information - Investors can submit questions from August 18, 2025, to August 22, 2025, by visiting the Shanghai Stock Exchange Roadshow Center or emailing ir@milkland.com.cn [2][3]. - The company will address commonly asked questions during the briefing [2][3]. Attendees - Key participants include the Vice Chairman and General Manager, Ms. Chai Xiu, the Director and General Manager, Mr. Kuai Yulong, Independent Director, Mr. Han Changyin, and the Secretary of the Board, Ms. Xie Yi [2]. Contact Information - For inquiries, investors can contact the Board Office at 021-50188700 or via email at ir@milkland.com.cn [3]. Additional Information - After the briefing, investors can view the meeting's details and main content on the Shanghai Stock Exchange Roadshow Center [3].

证券日报网讯 8月15日晚间，妙可蓝多发布公告称，公司计划于2025年8月25日（星期一）15：00-17： 00举行2025年半年度业绩说明会。 （文章来源：证券日报） ...

证券代码：600882 证券简称：妙可蓝多 公告编号：2025-074 上海妙可蓝多食品科技股份有限公司 关于召开 2025 年半年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、准确性和完整性承担法律责任。 重要内容提示： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 8 月 18 日（星期一）至 8 月 22 日（星期五）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 ir@milkland.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。 上海妙可蓝多食品科技股份有限公司（以下简称"公司"）将于 2025 年 8 月 22 日发布公司《2025 年半年度报告》，为便于广大投资者更全面深入地了解 公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 8 月 25 日（星期 一）15:00-17:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交 流。 二 ...

吃喝板块午后拉升！反映吃喝板块整体走势的食品ETF（515710）早盘低位震荡，午后拉升翻红，截至发稿，场内价格涨0.33%。 成份股方面，大众品涨幅居前，部分白酒龙头亦表现优异。截至发稿，安琪酵母飙涨超7%，盐津铺子大涨超4%，山西汾酒、舍得酒业、妙可蓝多等多股涨 超1%。 | 分时 | | 多日 1分 5分 15分 30分 60分 日 周 月 更多 | | | | F9 盘前盘后 叠加 九转 | 画线 T | 3 > | 食品ETF ① | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.615 | | | | 515710[食品ETF] 13:49 价 0.613 涨跌 0.002(0.33%) 均价 0.611 成交量 1.21万 IOPV 0.6135 | | | 2025/08/15 | 0.6596 | 0.61 3 | +0.00 | | | | | | | | | | | SSE CNY 13:49:56 交易中 | | | 0.613 | | | | | ABATAN | | | 0.33% ...

Core Viewpoint - Despite expectations of consumer recovery, Miao Ke Lan Duo, a leading cheese brand, is facing growth bottlenecks, as evidenced by its declining revenue and profit figures in the latest quarterly report [1][3]. Financial Performance - In Q1, Miao Ke Lan Duo reported revenue of 1.023 billion yuan, a year-on-year decrease of 20.47%, and a net profit of 24.2 million yuan, down 67.08% year-on-year [1]. - For the full year of 2022, the company experienced a revenue growth of only 7.84%, while net profit and non-recurring net profit fell by 12.32% and 45.14%, respectively [3]. - The company's stock price has halved in less than a year, reaching a historical low of 23.47 yuan per share [3]. Market Challenges - Miao Ke Lan Duo's cheese sales are increasingly difficult, with quarterly revenue growth rates declining from 35.2% to -25% over the past year [4]. - The company attributes its performance issues to logistics disruptions, rising raw material costs, intensified competition, and weak consumer demand [4]. - The cost of goods sold for the cheese business increased by 33.54% to 2.293 billion yuan, leading to a significant drop in gross margin by 7.78 percentage points to 40.48% [4]. Market Dynamics - The retail scale of China's cheese market grew to 14.294 billion yuan in 2022, but the growth rate slowed to 8.9%, indicating a shrinking incremental market for Miao Ke Lan Duo, which holds a 32.7% market share [4]. - A declining birth rate poses a long-term concern for cheese products aimed at children, as evidenced by a drop in birth rates from 18.83 million in 2016 to 10.62 million in 2021 [5]. Competitive Landscape - The cheese stick market has seen a price war since 2020, with discounts ranging from 50% to 80%, making it increasingly challenging for Miao Ke Lan Duo to sell its products [6]. - Despite maintaining a revenue growth of 16% in its cheese business in 2022, the core instant nutrition series saw a slight revenue decline of 0.6% [6]. - Miao Ke Lan Duo's sales expense ratio increased from 16.74% in 2018 to 25.24% in 2022, while revenue growth slowed from 63.2% in 2020 to 7.84% in 2022 [6]. Strategic Initiatives - To address market challenges, Miao Ke Lan Duo launched a line of ambient cheese sticks in 2021, aiming to expand its reach in lower-tier markets [7]. - The company is attempting to replicate the success of the ambient yogurt brand Mosliyan, which achieved significant sales growth before facing competition [7]. - Miao Ke Lan Duo's distribution network is limited compared to competitors like Yili, which has a much larger number of retail outlets and distributors [8]. Distribution and Channel Management - As of 2022, 71.7% of Miao Ke Lan Duo's revenue came from distribution channels, with a net decrease of 145 distributors during the year [8]. - In Q1 of the current year, the number of distributors further declined by 53, attributed to a strategic decision to optimize distributor quality [9]. - The management believes that specialized cheese distributors may perform better than those who also sell liquid milk, indicating a potential shift in channel strategy [9].

妙可蓝多（600882.SH）8月8日在投资者互动平台表示，公司专注奶酪主业，产品覆盖多个年龄层人 群，其中儿童营养奶酪系列已形成涵盖多款不同形态产品的矩阵，全面覆盖儿童食用场景。公司奶酪产 品富含优质蛋白和钙元素，适合儿童日常营养补充。同时，公司通过系统化品牌战略升级，实现从儿童 奶酪向全民奶酪的升级转型，不仅突破传统儿童及家庭客群边界，触达年轻消费者、运动爱好者、银发 人群等更广泛客群，更将消费场景从家庭餐桌拓展至户外社交、职场零食、餐饮搭配等多元生活空间， 完成人群与场景的双重破圈，夯实全民奶酪品牌定位。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司和婴幼儿有啥关联？ ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪7 分行业来看，A股乳制品行业28家上市公司董秘薪酬均值为85.08万元，高于市场均值。 光明乳业董秘沈小燕薪酬最高，达到135.59万元；其次是妙可蓝多董秘谢毅，薪酬124.99万元；此外，燕塘乳业董秘李春锋薪酬122.99万元，海融科技董秘庄涛薪酬110.7万元，新乳业董秘 剔除2024年开始任职数据，薪酬最低的是维维股份（维权）董秘于航航，仅为14万元。此外，西部牧业董秘梁雷薪酬15.93万元，仅次于维维股份。 去年有19家公司董秘薪酬在增加，其中伊利股份董秘邱向敏涨薪19.98万元至75.53万元。三元股份张娜涨薪14.77万元至79.08万元。熊猫乳品徐笑宇涨薪12.74万元至79.88万元。 剔除2024年离职董秘数据之后，有4家公司董秘在降薪，其中欢乐家董秘范崇澜降薪3.71万元至84.29万元；李子园董秘程伟忠降薪3.24万元至43. ...

Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - The dairy industry has the highest average salary for secretaries at 850,800 yuan, surpassing the market average [1] - The majority of secretaries are aged between 40 and 50 years, accounting for 54% of the total [1] Salary Distribution - The salary range of 500,000 to 1 million yuan is the most common, representing 39% of secretaries [5] - There are five secretaries earning between 1 million and 2 million yuan, while three earn between 100,000 and 300,000 yuan [5] - The highest-paid secretary is from Bright Dairy, earning 1.3559 million yuan, followed by the secretaries from Miaokelando and Yantang Dairy with salaries of 1.2499 million yuan and 1.2299 million yuan respectively [5] Changes in Salary - Nineteen companies reported salary increases for their secretaries, with notable increases including 199,800 yuan for Yili's secretary [6] - Four companies experienced salary reductions, with the largest decrease being 37,100 yuan for Huanlejia's secretary [6] - The lowest salary recorded was 140,000 yuan for the secretary of Weiweisheng, while the second lowest was 159,300 yuan for Xibu Muye's secretary [6] Educational Background - The majority of secretaries hold a bachelor's degree, accounting for 46%, followed by master's degree holders at 39% [3]

光明乳业董秘沈小燕薪酬最高，达到135.59万元；其次是妙可蓝多董秘谢毅，薪酬124.99万元；此外， 燕塘乳业董秘李春锋薪酬122.99万元，海融科技董秘庄涛薪酬110.7万元，新乳业董秘郑世锋薪酬109.33 万元，均超过100万。 剔除2024年开始任职数据，薪酬最低的是维维股份（维权）董秘于航航，仅为14万元。此外，西部牧业 董秘梁雷薪酬15.93万元，仅次于维维股份。 从学历来看，本科为主力，占比达到46%；其次是硕士，占比为39%；此外有3名专科，1名博士。 从薪酬来看，50万（含）-100万为主力，占比达到39%；其次是30万（含）-50万，占比达到29%。100 万（含）-200万年薪的董秘有5名，还有3名董秘年薪在10万（含）-30万。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股乳制品行业28家上市公司董秘薪酬均值为85.08万元，高于市 ...