证券简称：承德露露 证券代码：000848 公告编号：2025-056 承德露露股份公司 关于回购股份注销完成暨控股股东持股比例 被动增加触及 1%整数倍的公告 承德露露股份公司（以下简称"公司"）分别于 2024 年 10 月 24 日、2024 年 11 月 11 日召开第八届董事会 2024 年第四次临时会议及 2024 年第三次临 时股东大会，审议通过了《关于回购部分社会公众股份方案的议案》，同意 使用公司自有资金或自筹资金，以集中竞价交易方式，以不超过人民币 11.75 元/股（含）的价格回购本公司部分人民币普通股 A 股股份，回购的数量不低 于 3000 万股（含）且不高于 6000 万股（含），回购的资金额度不超过人民 币 70,500 万元（含），具体回购数量及回购金额以回购期限届满或回购实施 1 完成时实际回购的数据为准。回购股份的期限为自公司 2024 年第三次临时股 东大会审议通过本次回购股份方案之日起 12 个月内。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重要提示： 1、承德露露股份公司（以下简称"公司"）本次注销存放在回购专 ...

证券研究报告/投资策略 机构调研、股东增持与公司回购策略周报（20251110-20251114） 投资要点 ➢ 机构调研热门公司梳理 近30天机构调研家数前二十的热门公司有联影医疗、爱博医疗、三花智控、 兆易创新和金盘科技等。近5天机构调研家数前二十的热门公司有工业富联、 安博通、博盈特焊、奥普特和安科生物等。近30天机构调研家数前二十的热 门公司中评级机构家数大于或等于10家的有17家。骄成超声、九号公司-WD 和联影医疗2025年Q1-Q3归母净利润相较2024年同期实现较大增长。 ➢ 本周A股上市公司重要股东增持情况 2025年11月10日至2025年11月14日，共1家上市公司发布重要股东增持进 展情况公告，公司为苏农银行。 ➢ 本周A股上市公司回购情况 2025年11月10日至2025年11月14日，共计70家公司发布回购进展情况公 告，评级机构家数大于10家（含10家）的共13家，预计回购金额上下限均值 占预案日市值比例大于1%的共18家，按拟回购金额上下限均值占最新公告日 市值比例由高至低排序，建议关注荣晟环保、承德露露和嘉美包装等。 ➢ 2025/01/01-2025/11/14部分上市公司 ...

CPI 催化预期，底部价值凸显 ——食品饮料行业周报 本报告导读： 近期 CPI 数据催化食品饮料板块预期回暖，重视大众品成长及低位边际改善标的， 白酒加速出清，动销见底后关注报表及库存调整节奏。 投资要点： 行 业 双 周 证 券 研 究 报 告 请务必阅读正文之后的免责条款部分 股 票 研 究 报 股票研究 /[Table_Date] 2025.11.17 行业双周报 [table_Authors] 2025-11-17 [Table_Summary] 投资建议：近期 CPI 数据催化板块预期回暖，成长为主线、重视供 需出清下的拐点机会。1）白酒推荐成长及先出清标的：山西汾酒、 古井贡酒、迎驾贡酒、今世缘、珍酒李渡、舍得酒业、金徽酒以及 稳健标的：贵州茅台、五粮液、泸州老窖；2）饮料结构性高增，推 荐东鹏饮料、农夫山泉（港股），重视低估值高股息，推荐中国食品 （港股）、康师傅控股（港股）、统一企业中国（港股）、中国旺旺（港 股）；3）零食及食品原料成长标的：推荐百龙创园、盐津铺子、卫 龙美味（港股）、三只松鼠、西麦食品；4）啤酒推荐燕京啤酒、青 岛啤酒、珠江啤酒、百润股份，华润啤酒（港股）；5）调味品平稳 ...

Investment Rating - The report does not explicitly provide an investment rating for the food and beverage industry Core Insights - The food and beverage industry is experiencing significant innovation and market shifts, particularly in health-oriented products and consumer preferences for low-sugar and functional beverages Industry Trends - Japanese market innovation in products like liquid ice cream and gout-relief yogurt highlights the importance of consumer-driven product development and emotional marketing, which can serve as a model for the Chinese market [2] - The Chinese medicinal food industry has surpassed 370 billion yuan, with a total industry valuation exceeding 2 trillion yuan, driven by health awareness and innovative product offerings [2] - The plant-based protein beverage market is seeing improved performance among leading companies, with notable revenue growth reported by Yangyuan Beverage and Chengde Lulu [4] - The emergence of HPP cold brew tea products is gaining traction among young consumers, despite high costs and niche market positioning [4] - A resurgence of sugary beverages is noted, with brands like Yuanqi Forest and Wahaha reintroducing sugar in their products, reflecting consumer preferences for taste alongside health [5] - The bottled water market is shifting from price competition to value competition, with brands like Nongfu Spring leveraging product innovation and channel expansion [6][7] - The market for sugar-free tea is evolving, with a growing demand for flavored and quality products among younger consumers [7] - The pet food market is expanding, with new brands entering the space and established companies diversifying their offerings to include fresh food options [8] - The plant milk market is projected to exceed 100 billion yuan, with B2B channels becoming crucial for growth [9] - New retail strategies are driving beverage innovation, with companies focusing on health, functionality, and emotional engagement [10] Brand Dynamics - Mondelez International reported a 5.9% revenue increase, but faced challenges in the Chinese market due to consumer confidence issues [14] - Xu Fu Ji's sports scene marketing has led to the success of its Meilu energy biscuits, tapping into the growing demand for sports nutrition [15] - Coca-Cola's third-quarter results showed a 5% revenue increase, driven by the popularity of sugar-free products [16] - Yangyuan Beverage is enhancing its leadership in the plant-based protein beverage sector through product innovation and channel restructuring [17] - The introduction of low-sugar snacks by brands like Holley has responded to rising health consciousness among consumers [18] - Mengniu's milk powder business has achieved double-digit growth by addressing diverse consumer needs across different age groups [19] - Chengde Lulu is pivoting towards herbal water products to counteract declining revenues in the plant-based beverage market [20] - New麦食品 is leveraging digital transformation to become a benchmark in the baking industry, focusing on fresh, preservative-free products [21] - The entry of brands like Guozi Shule into the craft beer market reflects a trend of category fusion in the beverage industry [22] - Dongpeng's electrolyte drink brand "Buhua" is rapidly growing, posing competition to established brands like Yuanqi Forest [23]

证券之星消息，11月12日饮料乳品板块较上一交易日上涨0.43%，三元股份领涨。当日上证指数报收于 4000.14，下跌0.07%。深证成指报收于13240.62，下跌0.36%。饮料乳品板块个股涨跌见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600887 | 伊利股份 | | 7774.19万 | 3.86% | -7527.64万 | -3.74% | -246.55万 | -0.12% | | 68T009 | 泉阳泉 | | 3362.28万 | 12.67% | -744.38万 | -2.81% | -2617.90万 | -9.87% | | 600429 | 三元股份 | | 2983.05万 | 38.69% | -1282.97万 | -16.64% | -1700.08万 | -22.05% | | 605499 | 东鹏饮料 | | 1800.42万 | 3.5 ...

证券代码：000848 证券简称：承德露露 公告编号：2025-055 承德露露股份公司 关于回购结果暨股份变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 承德露露股份公司（以下简称"公司"）分别于 2024 年 10 月 24 日、2024年 11月 11日召开第八届董事会 2024年第四次临时会议及 2024 年第三次临时股东大会，审议通过了《关于回购部分社会公众股份方案 的议案》，同意使用公司自有资金或自筹资金，以集中竞价交易方式， 以不超过人民币 11.75 元/股（含）的价格回购本公司部分人民币普通 股 A 股股份，回购的数量不低于 3000 万股（含）且不高于 6000 万股（含）， 回购的资金额度不超过人民币 70,500 万元（含），具体回购数量及回 购金额以回购期限届满或回购实施完成时实际回购的数据为准。回购股 份的期限为自公司 2024 年第三次临时股东大会审议通过本次回购股份 方案之日起 12 个月内。 上述内容具体详见公司分别于 2024 年 10 月 25 日、2024 年 11 月 15 日在《中国证券报》《证券时报》《 ...

Core Viewpoint - The company announced a share buyback plan, indicating confidence in its financial health and future prospects [1] Summary by Relevant Sections Share Buyback Details - The actual buyback period is from January 3, 2025, to November 7, 2025 [1] - The company repurchased a total of 31.41 million shares, representing 2.98% of its total share capital [1] - The highest transaction price during the buyback was 9.47 yuan per share, while the lowest was 8.23 yuan per share [1] - The total amount spent on the buyback was 285 million yuan, excluding transaction fees [1]

Core Viewpoint - The company plans to develop new products with different packaging formats based on product positioning and consumer scenarios to meet diverse consumer needs [2] Group 1 - The company is actively engaging with investors through interactive platforms [2] - The focus is on research and development to cater to varying consumer demands [2]

Core Viewpoint - The company is focusing on the development of plant-based beverages to enhance consumer health and quality of life, promoting a balanced and healthy lifestyle [1] Group 1 - The company will concentrate on the research and development of original ecological plant beverages [1] - The strategy aims to provide reliable plant-based drinks to consumers [1] - The company emphasizes the importance of improving the health status of every consumer [1]

Core Insights - The company, Chengde Lolo, stated on November 11 that as of October 31, 2025, the total number of shareholders will be 52,515 [2] Company Summary - Chengde Lolo has confirmed a projected total of 52,515 shareholders by the end of October 2025 [2]