证券日报网讯12月1日，承德露露（000848）在互动平台回答投资者提问时表示，截至2025年11月20 日，公司股东总户数54，485户。 ...

证券日报网讯12月1日，承德露露（000848）在互动平台回答投资者提问时表示，公司坚持以消费者需 求为导向动态规划线上渠道销售品项，后续将结合消费者反馈及市场经营规划，持续优化线上产品布 局，不断提升用户购物体验。 ...

（文章来源：证券日报） 证券日报网讯 12月1日，承德露露在互动平台回答投资者提问时表示，截至2025年11月10日，公司股东 总户数54，022户。 ...

证券日报网讯12月1日，承德露露（000848）在互动平台回答投资者提问时表示，截至2025年11月30 日，公司股东总户数55，200户。 ...

证券日报网讯12月1日，承德露露（000848）在互动平台回答投资者提问时表示，公司围绕"领潮植物饮 品发展"战略，以市场为导向，持续开展产品研发，为消费者提供更多可信赖的植物饮品。 ...

证券之星消息，12月1日饮料乳品板块较上一交易日上涨1.12%，阳光乳业领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。饮料乳品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001318 | 阳光乳业 | 17.57 | 10.02% | 25.70万 | | 4.471Z | | 600189 | 泉阳泉 | 7.54 | 4.72% | 29.22万 | | 2.19亿 | | 300997 | 欢乐家 | 24.39 | 3.39% | 24.02万 | | 5.85亿 | | 605499 | 东鹏饮料 | 269.03 | 2.04% | 2.11万 | | 5.62亿 | | 605179 | 一鸣食品 | 22.35 | 1.78% | 9.99万 | | 2.25亿 | | 600882 | 妙可蓝多 | 27.81 | 1.72% | 9.68万 | | 2.67亿 | | 600 ...

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 ...

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the last 30 days include United Imaging Healthcare, Aibo Medical, Sanhua Intelligent Control, Zhaoyi Innovation, and Jinpan Technology [11] - In the last five days, the most popular companies for institutional research include Industrial Fulian, Anbotong, Boying Special Welding, Optoelectronics, and Anke Biology [11] - Among the top twenty companies in the last 30 days, 17 companies had ten or more rating agencies involved, with significant net profit growth expected for companies like Jiao Cheng Ultrasound, Ninebot Company-WD, and United Imaging Healthcare in Q1-Q3 of 2025 compared to the same period in 2024 [11][12] Group 2: Shareholder Increase in A-Share Listed Companies - From November 10 to November 14, 2025, only one A-share listed company, Su Nong Bank, announced significant shareholder increase progress [16] - From January 1 to November 14, 2025, a total of 290 companies announced shareholder increase progress, with 74 of them having ten or more rating agencies involved [17] Group 3: Share Buyback Situation in A-Share Listed Companies - From November 10 to November 14, 2025, 70 companies announced buyback progress, with 13 having ten or more rating agencies involved [20] - Among these, 18 companies had an average expected buyback amount exceeding 1% of their market value on the announcement date, with a focus on companies like Rongsheng Environmental Protection, Chengde Lulou, and Jiamei Packaging [20] - From January 1 to November 14, 2025, a total of 1,804 companies announced buyback progress, with 342 having ten or more rating agencies involved, and 91 companies had a significant expected buyback amount [22]

Investment Rating - Investment advice indicates a sector recovery catalyzed by recent CPI data, focusing on growth and supply-demand inflection points [5][16]. Core Views - The report emphasizes the importance of consumer goods growth, particularly in beverages, snacks, and food ingredients, while also highlighting structural opportunities in the baijiu sector [5][16]. - CPI data shows a positive trend with October CPI year-on-year at +0.2% and core CPI at +1.2%, indicating a recovery in domestic demand [6][16]. - The baijiu industry is undergoing accelerated clearing, with expectations for improved sales and inventory adjustments leading into 2026 [7][16]. - Consumer goods are expected to benefit from stabilization and recovery, with a focus on low valuation and high dividend stocks [8][16]. Summary by Sections Investment Recommendations - Recommended baijiu stocks include Shanxi Xinghuacun Fen Wine Factory, Gujing Distillery, and stable targets like Kweichow Moutai and Wuliangye [5][16]. - Beverage growth is highlighted with recommendations for Eastroc Beverage and Nongfu Spring, alongside low valuation stocks like China Foods and Tingyi [5][16]. - Snack and food ingredient stocks recommended include Bailong Chuangyuan, Yankershop Food, and Three Squirrels [5][16]. - Beer recommendations include Yanjing Brewery and Tsingtao Brewery, while condiment stocks like Haitian Flavoring & Food are also suggested [5][16]. Baijiu Sector Insights - The baijiu sector is experiencing a significant adjustment, with industry destocking still in progress and a focus on promotional sales for 2026 [7][16]. - Recent sales data from JD.com shows a +18% year-on-year increase in liquor sales during the Double 11 shopping festival, indicating a positive market response [7][16]. Consumer Goods Outlook - Consumer goods are expected to see growth as the mainline, with structural differentiation evident in beverages, snacks, and health products [8][16]. - The report notes that companies with product innovation and channel expansion will have growth advantages, particularly in the context of recent service and non-food price recoveries [8][16].

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]