东鹏饮料(集团)股份有限公司 2025 年前三季度主要经营数据的公告 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。 东鹏饮料（集团）股份有限公司(以下简称"公司")根据上海证券交易所《上 市公司行业信息披露指引第十二号——酒制造》的有关规定，现将公司 2025 年 前三季度主要经营数据公告如下： 一、主要业务经营情况 (一) 主营业务产品类别分类情况 证券代码：605499 证券简称：东鹏饮料 公告编号：2025-065 单位：万元 币种：人民币 | 产品 | 年 2025 | 月 1-9 | 年 2024 | 月 1-9 | | --- | --- | --- | --- | --- | | | 收入 | 占比 | 收入 | 占比 | | 能量饮料 | 1,256,315.56 | 74.63% | 1,052,551.34 | 83.90% | | 电解质饮料 | 284,677.03 | 16.91% | 121,250.45 | 9.66% | | 其他饮料 | 142,432.39 | 8.46% | 80,737 ...

东鹏饮料（集团）股份有限公司 第三届董事会第十七次决议公告 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。 一、董事会会议召开情况 东鹏饮料(集团)股份有限公司（以下简称"公司"）第三届董事会第十七次会 议于 2025 年 10 月 24 日（星期五）在公司二楼 VIP 会议室以现场结合通讯的方 式召开。会议通知已于 2025 年 10 月 20 日通过邮件的方式送达各位董事。本次 会议应出席董事 10 人，实际出席董事 10 人。 会议由董事长林木勤主持，高管列席。会议召开符合有关法律、法规、规章 和《公司章程》的规定。 证券代码：605499 证券简称：东鹏饮料 公告编号：2025-064 表决结果：10 票同意，0 票反对，0 票弃权。 特此公告。 东鹏饮料（集团）股份有限公司 董事会 2025 年 10 月 25 日 二、董事会会议审议情况 （一）审议通过《关于 2025 年第三季度报告的议案》 具体内容详见在上海证券交易所网站（http://www.sse.com.cn）上披露的 《2025 年第三季度报告》。 ...

东鹏饮料（集团）股份有限公司 2025 年第三季度报告 证券代码：605499 证券简称：东鹏饮料 东鹏饮料（集团）股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 比上年同 | 年初至报告期末 | 末比上年同期 | | | | 期增减变 | | 增减变动幅度 | | | | 动幅度(%) | | (%) | | 营业收入 | 6,107,340,036.90 | 30.36 | 16 ...

东鹏饮料公告，第三季度营收为61.07亿元，同比增长30.36%；净利润为13.86亿元，同比增长41.91%。 前三季度营收为168.44亿元，同比增长34.13%；净利润为37.61亿元，同比增长38.91%。 ...

此前，东鹏饮料曾于2021年在汕尾成立东鹏食品饮料有限公司，后于2024年7月注销。 转自：证券时报 人民财讯10月24日电，企查查APP显示，近日，汕尾市东鹏食品饮料有限公司成立，法定代表人为刘美 丽，注册资本6000万，经营范围含食品生产、饮料生产、食品销售、食品用塑料包装容器工具制品生 产、道路货物运输、保健食品销售、非居住房地产租赁等。企查查股权穿透显示，该公司由东鹏饮料 (605499)全资持股。 ...

36氪获悉，爱企查App显示，近日，汕尾市东鹏食品饮料有限公司成立，法定代表人为刘美丽，注册资 本6000万元人民币，经营范围含食品生产、饮料生产、食品销售、食品用塑料包装容器工具制品生产、 道路货物运输、保健食品销售、非居住房地产租赁等。股东信息显示，该公司由东鹏饮料（集团）股份 有限公司全资持股。 ...

Core Insights - A new company, Shanwei Dongpeng Food and Beverage Co., Ltd., was established on October 22, with a registered capital of 60 million RMB [1] - The company is wholly owned by Dongpeng Beverage and has a diverse range of business activities including food and beverage production, sales, and logistics [1] Company Overview - The legal representative of the new company is Liu Meili [1] - The registered capital of the company is 60 million RMB [1] - The business scope includes food production, beverage production, food sales, production of plastic packaging containers, road cargo transportation, health food sales, and non-residential real estate leasing [1] Shareholder Information - The company is fully owned by Dongpeng Beverage [1]

Core Viewpoint - The A-share market is experiencing a significant increase in cash dividends, with over 600 listed companies distributing more than 300 billion yuan in cash dividends for the first half of the year, indicating a shift towards a return-focused capital market [1][2]. Group 1: Dividend Distribution - As of October 24, over 30 A-share companies, including China Ping An and China Unicom, have completed their cash dividend distributions for the first half of 2025 [2]. - The total cash dividend amount for A-share companies reached 649.7 billion yuan, with a payout ratio of 31.97%, slightly up from the previous year [2][3]. - Central enterprises are leading the way in dividend distribution, with companies like China Mobile and China Petroleum distributing over 100 billion yuan each [2]. Group 2: Future Dividend Plans - More than 3 billion yuan in cash dividends are still pending distribution, with major banks and coal companies expected to contribute significantly [3]. - The third-quarter dividend window has opened, with over 30 companies planning to distribute more than 4 billion yuan in dividends [3]. - Companies are increasingly adopting a multi-dividend strategy, with firms like WuXi AppTec and CRRC announcing their first interim dividends this year [3]. Group 3: Dividend Yield and Investor Sentiment - The average dividend yield for companies that have distributed dividends is 2.52%, with over 90 companies yielding more than 3% [4]. - The proactive approach of companies in returning capital to shareholders has been recognized, with total distributions over the past five years reaching 10.6 trillion yuan, significantly higher than previous periods [4]. - Companies are making long-term commitments to shareholder returns, with some planning to distribute at least 70% of their net profits as dividends from 2025 to 2027 [4]. Group 4: Investment Perspective - The stable dividend distribution in the A-share market is attracting more attention to dividend assets, which are viewed as long-term investments rather than short-term speculative plays [5]. - Investors are encouraged to focus on the sustainability of dividend payments rather than short-term stock price fluctuations, reinforcing the long-term logic behind dividend investments [5].

Investment Rating - The industry rating is maintained as "Outperform the Market" [6] Core Views - The food and beverage sector showed a slight increase of +0.86% from October 13 to October 17, outperforming the Shanghai Composite Index, which decreased by -1.47%, and the CSI 300 Index, which fell by -2.22% [21] - The report highlights a mixed performance across sub-sectors, with other alcoholic beverages leading with a +3.62% increase, while soft drinks experienced a significant decline of -5.19% [21] - The report emphasizes the importance of performance catalysts in the liquor sector, particularly in the context of the recent Autumn Sugar and Wine Fair, where feedback was relatively subdued [2][13] Summary by Sections Weekly Market Review - The liquor sector, particularly baijiu, showed a +1.78% increase, outperforming the overall food and beverage sector [2][13] - The report notes a cautious sentiment among distributors, with a focus on cost-effective products gaining attention [2][13] Investment Recommendations - For the baijiu sector, three main lines of recommendation include strong beta stocks like JiuGuiJiu and Shuidao, value recovery concepts like YingJiaGongJiu, and strong alpha stocks like Shanxi Fenjiu and Guizhou Moutai [20] - In the broader consumer goods sector, recommended stocks include DongPeng Beverage and NongFu Spring, focusing on performance elasticity and potential cost benefits [20] Sector Performance - The report details the performance of various sub-sectors, with notable increases in other alcoholic beverages and health products, while soft drinks and meat products faced declines [21] - The report also provides insights into the valuation metrics, indicating that the baijiu sector's PE-TTM is at 18.94X, which is considered low compared to historical averages [13][30]

Core Insights - The beverage and dairy sector experienced a slight decline of 0.15% on October 23, with Yangyuan Beverage leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Sector Performance - The beverage and dairy sector saw mixed performances among individual stocks, with notable gainers including Xiangpiaopiao (+3.98%), Sunshine Dairy (+2.56%), and Tianrun Dairy (+1.76%) [1] - Conversely, Qiaoyuan Beverage led the declines with a drop of 5.62%, followed by Beimei (-0.62%) and Zhuangyuan Pasture (-0.37%) [2] Trading Volume and Capital Flow - The total trading volume for the beverage and dairy sector was significant, with Xiangpiaopiao recording a volume of 111,300 hands and a transaction value of 153 million yuan [1] - The sector experienced a net outflow of 130 million yuan from major funds, while retail investors contributed a net inflow of 205 million yuan [2] Individual Stock Capital Flow - Xiangpiaopiao had a net inflow of 29.48 million yuan from major funds, while it faced a net outflow of 10.78 million yuan from speculative funds [3] - East Peng Beverage saw a net inflow of 17.87 million yuan from major funds but a net outflow of 27.91 million yuan from speculative funds [3]