证券代码：000848 证券简称：承德露露 公告编号：2025-053 承德露露股份公司 关于回购公司股份比例达到 1%暨回购进展公告 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。 本次回购股份资金来源为公司自有资金及股票回购专项贷款，回 购价格未超过回购方案中拟定的价格上限人民币 ...

Core Viewpoint - Chengde Lolo (000848.SZ) announced a share buyback program, indicating a commitment to enhancing shareholder value through capital return strategies [1] Summary by Category Share Buyback Details - As of October 31, 2025, the company has repurchased a total of 19,800,000 shares, which represents 1.88% of the total share capital [1] - The highest transaction price during the buyback was 9.243 CNY per share, while the lowest was 8.23 CNY per share [1] - The total amount spent on the buyback reached 178,786,660.59 CNY, excluding transaction fees [1]

Core Viewpoint - Chengde Lulule's stock price has shown a positive trend with an increase of 8.64% year-to-date and a recent rise of 5.25% over the last five trading days, indicating strong market interest and potential growth in the plant-based beverage sector [1][2]. Financial Performance - For the period from January to September 2025, Chengde Lulule reported a revenue of 1.956 billion yuan, a year-on-year decrease of 9.42%, and a net profit attributable to shareholders of 384 million yuan, down 8.47% compared to the previous year [2]. - The company has distributed a total of 4.248 billion yuan in dividends since its A-share listing, with 1.044 billion yuan distributed over the last three years [3]. Shareholder Information - As of October 20, 2025, the number of shareholders for Chengde Lulule was 56,000, reflecting a decrease of 1.59% from the previous period, while the average number of tradable shares per shareholder increased by 1.62% to 18,623 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 20.5825 million shares, an increase of 1.7903 million shares from the previous period [3]. Market Activity - On November 3, 2025, Chengde Lulule's stock price reached 9.42 yuan per share, with a trading volume of 180 million yuan and a turnover rate of 1.85%, resulting in a total market capitalization of 9.915 billion yuan [1]. - The net inflow of main funds was 9.2249 million yuan, with significant buying activity from large orders, indicating strong investor interest [1].

Core Viewpoint - Southwest Securities has given a "Buy" rating to Chengde Lolo (000848.SZ) based on its stable main business in almond milk, significant cost advantages, and effective stock incentives for new product launches [1][2]. Group 1: Business Performance - The main business of almond milk is stable, and the layout of new products opens up growth opportunities [1]. - Significant cost advantages are being released, leading to a steady improvement in profitability [1]. Group 2: Strategic Initiatives - Stock incentive plans are in place, and there is an active layout for new products [1].

Market Overview - The beverage and dairy sector increased by 0.4% compared to the previous trading day, with Junyao Health leading the gains [1] - The Shanghai Composite Index closed at 3954.79, down 0.81%, while the Shenzhen Component Index closed at 13378.21, down 1.14% [1] Stock Performance - Junyao Health (605388) closed at 7.37, up 3.37% with a trading volume of 120,100 shares and a turnover of 87.84 million yuan [1] - Weiweijia (600300) closed at 3.58, up 3.17% with a trading volume of 1,225,600 shares and a turnover of 436 million yuan [1] - New Dairy (002946) closed at 17.42, up 2.41% with a trading volume of 88,900 shares and a turnover of 15.3 million yuan [1] - Other notable stocks include Panda Dairy (300898) up 1.77% and Miaokelan Duo (600882) up 1.95% [1] Capital Flow - The beverage and dairy sector saw a net inflow of 70.53 million yuan from institutional investors, while retail investors contributed a net inflow of 150 million yuan [2] - However, there was a net outflow of 221 million yuan from speculative funds [2] Individual Stock Capital Flow - Chengde Lulu (000848) had a net inflow of 49.92 million yuan from institutional investors, but a net outflow of 64.64 million yuan from speculative funds [3] - Dongpeng Beverage (605499) experienced a net inflow of 33.18 million yuan from institutional investors, with a slight outflow from speculative funds [3] - Weiweijia (600300) had a net inflow of 19.50 million yuan from institutional investors, while retail investors saw a net outflow of 20.42 million yuan [3]

Market Overview - The beverage and dairy sector experienced a decline of 0.54% on the trading day, with Junyao Health leading the drop [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers in the beverage and dairy sector included: - Weiweijia (600300) with a closing price of 3.47, up 2.97% [1] - New Dairy (002946) at 17.01, up 2.47% [1] - Yili (600887) at 27.36, up 0.66% with a transaction volume of 621,200 shares and a transaction value of 1.702 billion [1] - Major decliners included: - Junyao Health (605388) at 7.13, down 3.52% [2] - Happy Home (300997) at 16.62, down 3.26% [2] - Beiyinmei (002570) at 6.28, down 2.64% with a transaction value of 305 million [2] Capital Flow - The beverage and dairy sector saw a net inflow of 193 million from institutional investors, while retail investors experienced a net outflow of 39.39 million [2] - The capital flow for key stocks showed: - Yili (600887) had a net inflow of 285 million from institutional investors, but a net outflow of 172 million from retail investors [3] - Chengde Lululemon (000848) had a net inflow of 42.62 million from institutional investors, with a net outflow of 5.37 million from retail investors [3] - Miao Ke Lan Duo (600882) had a net inflow of 20.36 million from institutional investors, but a significant net outflow of 29.61 million from retail investors [3]

Core Viewpoint - Chengde Lululemon's stock price has shown a positive trend with a year-to-date increase of 4.83%, indicating potential investor interest and market confidence in the company's performance [1][2]. Financial Performance - For the period from January to September 2025, Chengde Lululemon reported a revenue of 1.956 billion yuan, a year-on-year decrease of 9.42%, and a net profit attributable to shareholders of 384 million yuan, down 8.47% compared to the previous year [2]. - The company has distributed a total of 4.248 billion yuan in dividends since its A-share listing, with 1.044 billion yuan distributed over the last three years [3]. Shareholder Information - As of October 20, 2025, the number of shareholders for Chengde Lululemon was 56,000, a decrease of 1.59% from the previous period, while the average circulating shares per person increased by 1.62% to 18,623 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 20.5825 million shares, an increase of 1.7903 million shares from the previous period [3]. Market Activity - On October 30, the stock price of Chengde Lululemon rose by 2.02%, reaching 9.09 yuan per share, with a trading volume of 194 million yuan and a turnover rate of 2.07% [1]. - The net inflow of main funds was 36.3781 million yuan, with significant buying activity from large orders amounting to 69.6668 million yuan, indicating strong market interest [1].

Core Viewpoint - Chengde Lululemon (000848) has confirmed its adherence to the share repurchase plan and the use of special loans for this purpose, ensuring compliance with relevant laws and regulations [1] Group 1 - The company is actively engaging with investors through interactive platforms to provide updates on its financial strategies [1] - The share repurchase plan is being executed in accordance with established legal and regulatory frameworks [1]

Core Insights - Chengde Lululemon reported that as of October 20, 2025, the total number of shareholders is 55,981 [2] Summary by Category - **Company Information** - Chengde Lululemon has a total of 55,981 shareholders as of the specified date [2] - **Investor Communication** - The company addressed investor inquiries on an interactive platform regarding shareholder numbers [2]

Core Viewpoint - Chengde Lulux's stock price has shown a slight increase recently, with a year-to-date rise of 3.79%, indicating a stable performance in the beverage sector despite a decline in revenue and profit [1][2]. Financial Performance - For the period from January to September 2025, Chengde Lulux reported a revenue of 1.956 billion yuan, a year-on-year decrease of 9.42%, and a net profit attributable to shareholders of 384 million yuan, down 8.47% compared to the previous year [2]. - The company has cumulatively distributed 4.248 billion yuan in dividends since its A-share listing, with 1.044 billion yuan distributed over the last three years [3]. Stock Market Activity - As of October 27, the stock price of Chengde Lulux was 9.00 yuan per share, with a market capitalization of 9.473 billion yuan. The stock experienced a trading volume of 90.024 million yuan and a turnover rate of 0.97% [1]. - The net inflow of main funds was 8.5199 million yuan, with significant buying and selling activities observed [1]. Shareholder Structure - As of October 10, the number of shareholders for Chengde Lulux was 56,900, a slight decrease of 0.17% from the previous period, while the average circulating shares per person increased by 0.17% to 18,326 shares [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 20.5825 million shares, an increase of 1.7903 million shares from the previous period [3].