张磊作为东鹏饮料的董事、副总裁兼董事会秘书，2024年从公司获得的税前报酬总额为546.55万元。这 一数字与其在上一家任职公司的薪酬形成鲜明对比。据公开资料显示，张磊于2022年4月起在怡亚通担 任董事会秘书，当年在怡亚通获得的税前报酬总额仅为34.39万元。这意味着，从怡亚通跳槽到东鹏饮 料后，张磊的年薪增长了约15倍，其在怡亚通的薪酬仅相当于在东鹏饮料薪酬的零头。这种薪酬差异反 映了不同上市公司之间的薪酬体系差异，也体现了东鹏饮料对高管人才的重视程度。在饮料行业竞争日 益激烈的背景下，东鹏饮料通过提供有竞争力的薪酬吸引和留住人才的策略值得关注。 职业发展轨迹清晰 2025年4月9日，东鹏饮料（605499）(605499.SH)作为正在谋求"A+H"两地上市的企业，近期披露了 2024年年度报告，其中董监高薪酬信息引发市场关注。报告显示，公司董事、副总裁兼董事会秘书张磊 在2024年获得税前报酬总额高达546.55万元，相比其之前在怡亚通（002183）(002183.SZ)担任董事会秘 书时的34.39万元年薪，增长约15倍。随着东鹏饮料业绩持续增长，2024年公司实现营业收入约158.39亿 元，同 ...

华夏时报（www.chinatimes.net.cn）记者 周梦婷 北京报道 距离A股成功上市四年后，东鹏饮料开启了港股二次上市之路。近日，东鹏饮料向港交所提交了招股书，联席保 荐人为华泰国际、摩根士丹利、UBS瑞银集团。对于此番赴港上市，4月8日，东鹏饮料方面回复《华夏时报》记 者表示，"是为了进一步增强公司的资本实力和综合竞争力、提升公司的国际化品牌形象、满足公司的国际业务发 展需要及深入推进全球化战略。" 2021年5月，东鹏饮料A股成功上市，自上市以来其业绩表现突出，2021年至2024年，无论营收还是净利润皆保持 了20%以上的快速增长，根据年报信息，到了2024年，其营收已经突破150亿元，达到158亿元，同比增长 40.63%；净利润为33.3亿元，同比增长63.09%。同时净利润率、毛利率等财务指标也都处于向好态势，根据招股 书，2022年至2024年，东鹏饮料净利润率分别为16.9%、18.1%、21%，毛利率分别为41.6%、42.3%、44.1%。 "东鹏饮料在业绩向好态势下谋求香港上市，是继续扩大产能、布局国际市场的大好时机，因为饮料市场当下百花 齐放，上新及渠道发展的速度非常快，东鹏 ...

以下文章来源于大V商业 ，作者刘颖 大V商业 . 关注消费零售、财经科技、资本市场，关注信息背后的价值 将投中网设为"星标⭐"，第一时间收获最新推送 中国市场终究还是抛弃碳酸饮料？ 作者丨 刘颖 来源丨 大V商业 尼尔森对中国饮料市场的研究中，发现了这么一个有意思的趋势。 中国市场 7 大饮料品类中， 2020 年只有碳酸饮料是增长的，其余品类均为负增长。当时的一个合理的解释是，含糖的碳酸饮料具有成瘾性。 但是到了 2023 年，七大品类中却变成了只有碳酸饮料负增长，其余 6 类则大幅增长。 中国市场终究还是抛弃碳酸饮料。 2022 年之前，碳酸饮料还是七大品类中市场份额第一，到了 2023 年骤变，市场份额下降 3 个百分点首次被即饮茶超过。 （尼尔森中国饮料趋势，2023年碳酸饮料下滑7%） 市场份额格局发生变化，背后是参与其中的市场巨头们也正在被迫接受市场的调整。 作为中国市场最大的可乐品牌，可口可乐 2024 年的业绩并不理想，勉强维持的销售额背后，是可口可乐通过提高价格来冲销销售量的下滑。 与此同时，元气森林、东鹏特饮、农夫山泉、大窑等国产饮品在细分赛道里占据一席之地。 可口可乐负增长 可口可乐销量 ...

Investment Rating - The overall investment rating for the food and beverage industry is positive, with expectations of returns exceeding the CSI 300 index by more than 5% in the next six months [29] Core Views - The food and beverage sector demonstrates resilience amid increasing export uncertainties and expectations for domestic demand policies to be strengthened [5][15] - The SW food and beverage index rose by 0.20%, ranking 11th among 31 sub-industries, with snacks, soft drinks, and beer leading the gains [5][15] - The report highlights the importance of focusing on companies with stable fundamentals and strong performance amid the current market conditions [10][18] Sub-industry Summary Alcoholic Beverages - The white wine sector shows significant configuration value under domestic demand policy expectations, with a focus on companies with stable fundamentals and strong earnings certainty [6][18] - The SW white wine index decreased by 0.71%, with external risks heightened due to unexpected tariffs [6][20] - Recommended companies include Luzhou Laojiao, Shanxi Fenjiu, Jiansiyuan, and Yingjia Gongjiu, all rated as "Buy" [3][27] Consumer Goods - The consumer goods sector is expected to see strong performance in Q1, with a focus on high-growth categories and channels [22] - The SW snacks, soft drinks, and beer sub-sectors led the gains, with respective increases of 8.12%, 6.85%, and 3.64% [5][22] - Companies such as Youyou Foods, Zhujiang Beer, and Dongpeng Beverage are highlighted as key performers to watch in the upcoming earnings reports [22] Snacks - The snacks segment is under continuous observation for category explosions and new channel opportunities [8][23] - There is a growing consumer demand for health-conscious and innovative products, with companies like Weilong and Yuyou Foods positioned to benefit from new product introductions [8][24]

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Investment Rating - The report maintains a "Recommended" rating for the food and beverage industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The food and beverage sector in A-shares has shown resilience, with a 0.46% increase over the past two weeks, outperforming major indices such as the Shanghai Composite Index and the Shenzhen Component Index [2][13]. - Key segments within the industry, such as soft drinks and snacks, have experienced significant growth, while categories like baked goods and liquor have seen declines [2][13]. - The report highlights the importance of monitoring quarterly and annual reports for performance insights [2]. Market Review - A-shares in the food and beverage sector rose by 0.46% from March 24 to April 3, outperforming the Shanghai Composite Index by 1.14 percentage points and the Shenzhen Component Index by 3.47 percentage points [2][13]. - Within the sector, soft drinks (+6.45%), snacks (+6.40%), and beer (+4.14%) led the gains, while baked goods (-2.68%), liquor (-1.82%), and pre-processed foods (-1.82%) lagged [2][13]. - Notable stock performances included Miaokelan (+27.88%), Wancheng Group (+27.40%), and Yanjinpuzi (+26.02%) as top gainers, while Rock Shares (-31.99%), Sunshine Dairy (-16.57%), and Huangshi Group (-14.79%) faced significant losses [2][13]. Key Data Tracking - The report provides detailed tracking of key data points, including liquor prices, with Moutai's original box price at 2,180 RMB and the bulk price at 2,170 RMB, both down from two weeks prior [3][27]. - The average price of fresh milk in major production areas is reported at 3.08 RMB/kg, a year-on-year decrease of 12.3% [4][38]. - Pork prices are noted at 26.17 RMB/kg, reflecting a year-on-year increase of 3.9% [4][41]. Policy and News Tracking - The report discusses the release of 50 national food safety standards, which prohibit the use of "zero additives" on pre-packaged foods [56]. - New regulations for infant formula encourage the use of raw milk and prohibit repackaging [56]. - Moutai has reportedly met its sales targets for the first quarter, indicating stable market performance [56]. Investment Recommendations - For liquor, the report suggests focusing on high-end brands like Moutai, Wuliangye, and Luzhou Laojiao, as they have shown strong price control and market resilience [5][58]. - In the consumer goods segment, companies such as Yili, New Dairy, Dongpeng Beverage, and Haitian Flavoring are highlighted as key investment opportunities due to their strong market positions and consumer demand [5][58].

证券代码：605499 证券简称：东鹏饮料 公告编号：2025-030 东鹏饮料（集团）股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 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： 1.委托理财受托方：CSI Financial Products Limited、UBS AG, London Branch、北银理财有限责任公司、华夏银行股份有限公司、中银理财有限责任公 司、兴银理财有限责任公司； 2.本次委托理财金额：合计 92,614.00 万元； 3.委托理财产品类型：理财； 4.委托理财期限：196 天、1 年、无固定期限； 5.履行的审议程序：东鹏饮料（集团）股份有限公司（以下简称"公司"） 于 2025 年 3 月 7 日召开第三届董事会第十三次会议和第三届监事会第十二次会 议及 2025 年 4 月 2 日召开 2024 年年度股东大会，分别审议通过了《关于 2025 年度使用闲置自有资金进行现金管理的议案》，公司股东大会授权公司及其子公 司在保证日常经营资金需求和资金安全的前提下， ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is progressing steadily towards its Hong Kong listing, which is expected to enhance its international strategy and strengthen its market position. The listing will help connect with international investors and expand into Southeast Asian markets [7] - The company has launched a new fruit-flavored tea beverage called "Fruit Tea" in Q1 2025, which is expected to perform well during the peak season. The product's pricing strategy and channel feedback indicate strong sales potential [7] - The company is projected to maintain a steady growth trajectory, with net profit forecasts for 2025-2027 at 44.8 billion, 58.0 billion, and 70.8 billion RMB, respectively, reflecting year-on-year growth rates of 35%, 29%, and 22% [7] Financial Projections - Total revenue is expected to grow from 15,839 million RMB in 2024 to 30,259 million RMB in 2027, with a compound annual growth rate (CAGR) of approximately 18.62% [1][8] - The net profit attributable to the parent company is projected to increase from 3,327 million RMB in 2024 to 7,076 million RMB in 2027, with a CAGR of approximately 22.09% [1][8] - The earnings per share (EPS) is forecasted to rise from 6.40 RMB in 2024 to 13.61 RMB in 2027, indicating a strong growth outlook [1][8]

2025年，数十家A股公司已向香港联交所递交H股上市申请。 清明前夕，有着国内"能量饮料第一股"的东鹏饮料（集团）股份有限公司（简称"东鹏饮料"）正式向香 港联交所递交招股说明书，计划"A+H"两地上市。 业绩狂飙，产品结构单一 2021年，东鹏饮料(605499.SH)登陆A股主板上市，随着公司业绩增长，公司股价和市值一路上升。截至 到2025年4月7日，公司A股总市值为1326亿元，也被业内称为"能量饮料第一股"。 根据尼尔森IQ数据，按销量计，东鹏特饮在中国能量饮料市场自2021年起连续4年排名第一，全国市场 份额从2023年的30.9%增长到2024年的34.9%。 业绩表现上，招股书显示，在过去的2022年至2024年，东鹏饮料的营收分别为85.00亿元、112.57亿元和 158.30亿元，复合年增长率为36.5%。同期净利润分别为14.41亿元、20.40亿元和33.26亿元，复合年增 长率为52.0%，净利润率分别为16.9%、18.1%和21.0%。 而近两年来多元化战略下，2023年至2024年，东鹏饮料电解质饮料营收分别为3.93亿元、14.95亿元，占 总营收的比重分别为3.5%和9. ...

Core Viewpoint - Dongpeng Beverage Group Co., Ltd. has submitted an application for the issuance and listing of overseas listed foreign shares (H shares) on the Hong Kong Stock Exchange, aiming to enhance its capital structure and expand its market presence [1][2]. Group 1 - The company submitted the application on April 3, 2025, and published the application materials on the Hong Kong Stock Exchange website [1]. - The issuance is limited to qualified overseas investors and domestic qualified investors under relevant Chinese laws and regulations [2]. - The application materials are subject to updates and changes as required by the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [1][2]. Group 2 - The issuance is pending approval from the China Securities Regulatory Commission, the Hong Kong Securities and Futures Commission, and the Hong Kong Stock Exchange, indicating potential uncertainties [3]. - The company will fulfill its information disclosure obligations in accordance with the progress of the approval process [3].