证券日报网讯 承德露露（000848）8月28日在互动平台回答投资者提问时表示，截至2025年8月20日公 司股东总户数53，823户。 ...

Core Viewpoint - The company reported a decline in both revenue and net profit for the first half of 2025, indicating challenges in its operational performance compared to the previous year [1][2]. Financial Performance - The company achieved a revenue of 1.384 billion yuan, a decrease of 15.3% year-on-year [2][5]. - The net profit attributable to shareholders was 258 million yuan, down 11.97% from the previous year [1][2]. - The net profit after deducting non-recurring gains and losses was also down by 11.70% [2]. - The basic and diluted earnings per share were both 0.25 yuan, a decrease of 10.71% [2]. Cost and Expenses - Operating costs decreased by 21.40% to 748 million yuan, primarily due to a significant drop in the procurement price of raw materials [5]. - Sales expenses increased by 2.93% to 280 million yuan, with advertising expenses rising by 2.80% to 169 million yuan [5][6]. - Research and development expenses saw a sharp decline of 60.24% to 3.99 million yuan, focusing mainly on laboratory formula research [5]. Product and Segment Analysis - The main product, almond milk, accounted for 94.20% of total revenue, with a year-on-year revenue decline of 17.67% [3][4]. - The water product line experienced a significant production increase of 4048.72%, while the walnut and plant milk series saw production decreases of 15.58% and 29.57%, respectively [4]. - The gross margin for the almond milk series improved by 4.54 percentage points to 46.69% due to changes in raw material prices [4]. Regional Performance - Revenue from the northern region was 1.246 billion yuan, representing 90.03% of total revenue, down 16.22% year-on-year [3]. - Revenue from the central region decreased by 17.44% to 80 million yuan, while other regions saw a revenue increase of 15.82% [3]. Consumer Feedback - The company received 27 complaints on the Black Cat Complaint platform, with issues related to product quality and packaging [9].

Market Overview - The beverage and dairy sector experienced a decline of 1.4% on August 27, with Zhuangyuan Pasture leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Aluminum Wine Foods: Closed at 40.47, up 6.56% with a trading volume of 139,100 shares and a turnover of 544 million yuan [1] - Yiming Foods: Closed at 24.43, up 5.57% with a trading volume of 292,700 shares and a turnover of 694 million yuan [1] - Liziyuan: Closed at 14.18, up 3.28% with a trading volume of 322,500 shares and a turnover of 448 million yuan [1] - Major decliners included: - Zhuangyuan Pasture: Closed at 9.83, down 3.91% with a trading volume of 98,500 shares and a turnover of 99.2 million yuan [2] - Chengde Lulule: Closed at 8.69, down 3.87% with a trading volume of 452,000 shares and a turnover of 400 million yuan [2] - Xibu Muye: Closed at 11.86, down 3.10% with a trading volume of 198,400 shares and a turnover of 240 million yuan [2] Capital Flow - The beverage and dairy sector saw a net outflow of 408 million yuan from institutional investors, while retail investors contributed a net inflow of 459 million yuan [2] - Specific stock capital flows included: - Liziyuan: Net outflow of 24.91 million yuan from institutional investors [3] - Yiming Foods: Net inflow of 18.32 million yuan from institutional investors [3] - Zhuangyuan Pasture: Net outflow of 19.94 million yuan from retail investors [3]

Group 1 - Chengde Lululemon (SZ 000848, closing price: 9.04 yuan) announced on August 27 that its eighth second board meeting was held on August 25, 2025, combining on-site and communication voting methods [1] - The meeting reviewed documents including the risk assessment report on Wanxiang Financial Co., Ltd. [1] - For the first half of 2025, Chengde Lululemon's revenue composition was 99.86% from plant protein beverages and 0.14% from other businesses [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to rising stock prices among industry-listed companies [1]

Group 1 - The core viewpoint of the article is that Chengde Lulule's financial performance for the first half of 2025 shows a decline in both revenue and net profit compared to the previous year [1] Group 2 - The company reported an operating income of approximately 1.384 billion yuan, representing a year-on-year decrease of 15.30% [1] - The net profit attributable to shareholders of the listed company was approximately 258 million yuan, reflecting a year-on-year decline of 11.97% [1]

Core Insights - In the first half of 2025, the company reported a revenue of 1.384 billion yuan, a year-on-year decrease of 15.30% [1] - The net profit attributable to the parent company was 258 million yuan, down 11.97% year-on-year [1] Company Strategy - The company is focusing on plant-based products, aligning closely with market demand and consumer preferences [1] - Innovations include flavor development, packaging upgrades, and visual aesthetics, with new product launches such as LULU Plant-Based Health Water, LOLO Sparkling Water, and glass bottle almond milk [1] - The company aims to optimize product structure and diversify offerings to meet various consumer needs [1] Industry Performance - Revenue from plant protein beverages was 1.382 billion yuan, reflecting a year-on-year decline of 15.36% [1] - Revenue from other sectors reached 1.9712 million yuan, showing a significant year-on-year increase of 57.27% [1]

Core Viewpoint - Chengde Lolo (000848.SZ) reported a decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved operating revenue of 1.384 billion yuan, a year-on-year decrease of 15.30% [1] - The net profit attributable to shareholders was 258 million yuan, down 11.97% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was also 258 million yuan, reflecting a decrease of 11.70% year-on-year [1] - Basic earnings per share stood at 0.25 yuan [1]

8月25日，承德露露召开第八届董事会第二十次会议，审议通过了《关于调整2024年限制性股票激励计 划限制性股票回购价格的议案》。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 经过公示、自查等一系列程序后，2024年4月15日，董事会认为授予条件满足，确定授予日为2024年4月 17日，向5名激励对象授予1300.00万股限制性股票，授予价格6.00元/股。4月26日，1300万股公司股票 以非交易过户方式过户至5名激励对象，过户价格6元/股。2025年4月22日，公司审议通过第一个解除限 售期解除限售条件成就的议案。 点击查看公告原文>> 回购价格缘何调整 调整影响几何 激励计划回顾 本次调整回购价格事项符合《上市公司股权激励管理办法》和《激 ...

证券代码：000848 证券简称：承德露露 公告编号：2025-038 承德露露股份公司 关于万向财务有限公司的风险评估报告 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。 按照《深圳证券交易所上市公司自律监管指引第 7 号——交易与关 联交易》的要求，公司通过查验万向财务有限公司（以下简称"财务公 司"）《金融许可证》《企业法人营业执照》等证件资料，取得并审阅 资产负债表、利润表等财务报表（未经审计），对财务公司与财务报表 相关的资金、信贷、投资、稽核、信息管理等风险管理体系的制定及实 施情况进行了评估，具体情况报告如下： 一、财务公司基本情况 财务公司系经中国人民银行银复(2002)205 号文批准，于 2002 年 8 月 22 日 在 浙 江 省 市 场 监 督 管 理 局 登 记 注 册 。 现 持 有 编 码 为 L0045H233010001 的 金 融 许 可 证 和 统 一 社 会 信 用 代 码 为 91330000742903006P 的营业执照。现有注册资本 185,000 万元，其中： 万向集团公司出资 122,254.17 万元，占 ...

（未经审计） 2025 年 8 月 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：承德露露股份公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 3,238,529,241.67 | 3,390,023,990.57 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 3,348,226.71 | 18,948,933.14 | | 应收款项融资 | | | | 预付款项 | 14,198,251.12 | 4,305,208.00 | | 应收保费 | | | | 应收分保账款 | | | | 应收分保合同准备金 | | | | 其他应收款 | 468,807.97 | 457,458.14 | | 其中：应收利息 | | | | 应收股利 | | | | 买入返售金融资 ...