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业绩压力悬顶,香飘飘出海寻路
3 6 Ke· 2025-12-24 23:57
按照公告,香飘飘(603711.SH)拟通过全资子公司四川香飘飘,出资100万新加坡元(约合546.63万元),设立新加坡孙公司。并由四川香飘飘和该新加 坡公司,分别出资50万美元(约合352.5万元)、450万美元(约合3172.5万元),分别持股10%和90%,设立泰国分公司。 业绩重压之下,香飘飘下出了出海这一步"险棋"。 昨日,公司公告,拟在泰国投资约2.68亿元拿地建厂,将杯装即饮产品引入泰国等东盟市场。 需要注意的是,东南亚地区饮料市场的竞争强度,丝毫不亚于国内市场。香飘飘大举出海,将面临较长时间的投入和市场培育,在此期间,公司的业绩压 力或将长期存在。 投资2.68亿出海 当国内市场增长遭遇极大的阻力,香飘飘选择了出海。 昨日,公司披露公告,拟在境外投资设立孙公司,并在泰国建立生产基地。 最终,将以该泰国公司为主体,在当地设立液体即饮饮料生产基地。公司计划,将泰国作为杯装饮料的生产基地和出口枢纽,并逐步覆盖柬老缅越及更广 泛的东盟市场。 该项目预计总投资3800万美元(约合2.68亿元),投资款主要用于设立及运营境外公司、购买土地、修建厂房、采购设备等。 据了解,该项目已完成前期尽调等工作,正在 ...
香飘飘(603711) - 香飘飘关于完成工商变更登记并换发营业执照的公告
2025-12-24 07:45
证券代码:603711 证券简称:香飘飘 公告编号:2025-051 香飘飘食品股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 香飘飘食品股份有限公司(以下简称"公司")于 2025 年 12 月 5 日召开了 第五届董事会第六次会议、2025 年 12 月 22 日召开了 2025 年第三次临时股东会, 审议通过了《关于调整经营范围并修订<公司章程>的议案》。具体内容详见公司 于 2025 年 12 月 6 日 、 2025 年 12 月 23 日 刊 登 于 上 海 证 券 交 易 所 网 站 (www.sse.com.cn)及相关指定媒体的《香飘飘第五届董事会第六次会议决议公 告》(公告编号:2025-044)、《香飘飘关于调整经营范围并修订<公司章程> 的公告》(公告编号:2025-045)、《香飘飘 2025 年第三次临时股东会决议公 告》(公告编号:2025-049)。 成立日期:2005 年 08 月 12 日 经营范围:许可项目:食品生产:食品销售;食品经 ...
一杯“暖养”奶茶的中医智慧
Sou Hu Wang· 2025-12-24 00:58
Core Viewpoint - The article discusses the impact of cold weather on women's health, particularly issues like cold hands and feet, menstrual discomfort, and fatigue, which are attributed to insufficient qi and blood circulation. It highlights the integration of traditional Chinese medicine (TCM) with modern health products to address these issues [1][2][4]. Group 1: Health Issues and TCM Insights - Cold hands and feet, along with menstrual discomfort, are often linked to qi and blood deficiency, especially in women due to physiological processes like menstruation and childbirth [2][3]. - TCM emphasizes the importance of food and medicine being derived from the same source, suggesting dietary remedies like "Five Red Soup" to nourish qi and blood [2][3]. Group 2: Product Innovation and Market Response - The collaboration between Zhejiang Chinese Medical University and Xiangpiaopiao has led to the development of "Ancient Recipe Five Red Warm Milk Tea," which combines traditional TCM recipes with modern beverage formats [3][4]. - The product has received positive feedback from consumers, particularly women, who appreciate its taste and effectiveness during menstrual periods [4]. Group 3: Industry Trends and Future Directions - There is a growing trend of integrating TCM principles into modern health food and beverage products, which is seen as a way to make traditional health wisdom accessible to contemporary consumers [4]. - The increasing consumer awareness of health and traditional culture is expected to drive the growth of medicinal food and beverage products, highlighting the need for companies to balance traditional efficacy with modern convenience [4].
香飘飘食品股份有限公司关于全资子公司对外投资设立境外孙公司并建设泰国生产基地的公告
证券代码:603711 证券简称:香飘飘 公告编号:2025-050 ● 投资标的名称:香飘飘食品股份有限公司(以下简称"公司")全资子公司香飘飘四川食品有限公司 (以下简称"香飘飘四川")拟在新加坡设立全资孙公司SENPURE FOOD (INTERNATIONAL)PTE. LTD. (暂定名,最终以当地主管部门核准登记为准,下同)、拟在泰国设立孙公司YONG MI GUO FOODS (THAILAND) CO., LTD.(暂定名,最终以当地主管部门核准登记为准,下同)。公司将通过上述主体 的搭建最终投资建设泰国液体即饮饮料生产基地。 ● 投资金额:3,800万美元(按美元兑换人民币1:7.05汇率计算,约2.68亿元人民币),以公司自有资金 出资,实际投资金额以中国及当地主管部门批准金额为准。 ● 风险提示:本次对外投资尚需履行境内对境外投资的审批或备案手续,以及泰国、新加坡当地投资许 可和企业登记等审批或登记程序,能否顺利实施存在一定的不确定性;本次对外投资的建设计划、建设 周期等内容可能根据外部环境变化、业务发展需要作相应调整,且境外的政治、经济、文化等环境与国 内存在较大差异性,对外投资过程中 ...
每天三分钟公告很轻松 | 莱茵生物控制权拟变更 拟购买北京金康普80%股权
Group 1 - Rhine Biotech plans to change control by acquiring 80% stake in Beijing Jinkangpu, with the current controlling shareholder transferring 60 million shares (8.09% of total shares) and relinquishing voting rights on 189 million shares (25.5% of total shares) [1][2] - The acquisition is expected to be completed after the transfer of shares and the board of directors' restructuring, making Guangzhou Defu Nutrition the new controlling shareholder [1] - The specific transaction price for the acquisition of Beijing Jinkangpu is yet to be determined, and the transaction is not expected to constitute a major asset restructuring [2] Group 2 - Shida Shenghua and Bertli are planning to list H-shares on the Hong Kong Stock Exchange, with both companies considering the interests of existing shareholders and market conditions [3] - The listing process for both companies is in discussion with relevant intermediaries, and specific details have not yet been finalized [3] Group 3 - Ningbo Huaxiang's subsidiary has signed a contract for the production of robot joints, which is expected to positively impact future operating performance starting from January 2026 [4] Group 4 - Ningbo Port plans to acquire 100% of the equity of Zhoushan Port Comprehensive Bonded Zone Terminal for 706 million yuan to resolve competition issues [7] - The company aims to enhance its operational capabilities through this acquisition [7] Group 5 - Huaxin Building Materials' major shareholder plans to increase its stake in the company by 200 to 400 million yuan within six months [12] - The shareholder has secured a loan commitment of up to 360 million yuan from a bank to facilitate this purchase [12]
香飘飘:计划投建泰国液体即饮饮料生产基地,项目总投资额3800万美元
Cai Jing Wang· 2025-12-23 10:41
Core Viewpoint - The company plans to establish wholly-owned subsidiaries in Singapore and Thailand to invest in a liquid ready-to-drink beverage production base in Thailand, with a total investment of $38 million (approximately 268 million RMB) [1] Group 1: Company Expansion - The company’s wholly-owned subsidiary, Xiangpiaopiao Sichuan Food Co., Ltd., intends to set up a wholly-owned subsidiary in Singapore named SENPURE FOOD (INTERNATIONAL) PTE. LTD. [1] - The company also plans to establish a subsidiary in Thailand named YONG MI GUO FOODS (THAILAND) CO., LTD. [1] Group 2: Investment Details - The total investment for the project is $38 million, which will be used for establishing and operating overseas companies, purchasing land, constructing factories, and procuring equipment [1] - The actual investment amount will be subject to approval by local authorities in China, Thailand, and Singapore [1]
香飘飘(603711.SH):子公司拟3800万美元在新加坡设立全资孙公司
Ge Long Hui A P P· 2025-12-23 10:17
Group 1 - The company Xiangpiaopiao (603711.SH) announced plans to establish wholly-owned subsidiaries in Singapore and Thailand through its subsidiary Xiangpiaopiao Sichuan [1] - The Singapore subsidiary is tentatively named SENPURE FOOD (INTERNATIONAL) PTE. LTD., while the Thailand subsidiary is tentatively named YONG MI GUO FOODS (THAILAND) CO., LTD. [1] - The company aims to invest in the construction of a liquid ready-to-drink beverage production base in Thailand with an investment amount of $38 million, approximately 268 million RMB, based on an exchange rate of 1:7.05 [1]
香飘飘(603711) - 香飘飘关于全资子公司对外投资设立境外孙公司并建设泰国生产基地的公告
2025-12-23 10:15
证券代码:603711 证券简称:香飘飘 公告编号:2025-050 香飘飘食品股份有限公司 关于全资子公司对外投资设立境外孙公司并建 设泰国生产基地的公告 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: 投资标的名称:香飘飘食品股份有限公司(以下简称"公司")全资子公 司香飘飘四川食品有限公司(以下简称"香飘飘四川")拟在新加坡设立全资孙 公司 SENPURE FOOD (INTERNATIONAL)PTE. LTD.(暂定名,最终以当地主管部门 核准登记为准,下同)、拟在泰国设立孙公司 YONG MI GUO FOODS (THAILAND) CO., LTD.(暂定名,最终以当地主管部门核准登记为准,下同)。公司将通过上述主 体的搭建最终投资建设泰国液体即饮饮料生产基地。 风险提示:本次对外投资尚需履行境内对境外投资的审批或备案手续, 以及泰国、新加坡当地投资许可和企业登记等审批或登记程序,能否顺利实施存 在一定的不确定性;本次对外投资的建设计划、建设周期等内容可能根据外部环 境变化、业务发展需要作相应调 ...
香飘飘:拟设立境外孙公司并建设泰国生产基地
Core Viewpoint - Xiangpiaopiao (603711) announced plans to establish wholly-owned subsidiaries in Singapore and Thailand to invest in a liquid ready-to-drink beverage production base in Thailand with an investment amount of $38 million (approximately 268 million RMB) [1] Group 1 - The company will set up a wholly-owned subsidiary, SENPURE FOOD (INTERNATIONAL) PTE.LTD., in Singapore [1] - The company will also establish a subsidiary, YONG MI GUO FOODS (THAILAND) CO.,LTD., in Thailand [1] - The total investment for the beverage production base in Thailand is $38 million (approximately 268 million RMB) [1]
香飘飘:拟2.68亿元投资建设泰国液体即饮饮料生产基地
Xin Lang Cai Jing· 2025-12-23 10:03
Core Viewpoint - The company Xiangpiaopiao announced plans to establish a wholly-owned subsidiary in Singapore and a subsidiary in Thailand to invest in a liquid ready-to-drink beverage production base, with a total investment of $38 million [1] Group 1: Investment Details - The total investment amount for the project is $38 million, equivalent to approximately 268 million RMB [1] - The company will contribute 10% of the investment through its wholly-owned subsidiary in Singapore, while the remaining 90% will be funded by the new subsidiary [1] - The project is expected to commence construction on May 1, 2026, with a construction period of 12 months [1] Group 2: Financial Projections - The anticipated internal rate of return (IRR) for the investment is 13% [1] Group 3: Regulatory Considerations - The investment is subject to relevant approvals, indicating potential uncertainties [1]