ROYAL GROUP(002329)
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皇氏集团:截至目前光伏相关业务营收占比较小
Bei Jing Shang Bao· 2026-02-25 14:09
北京商报讯(记者孔文燮)有投资者在投资者互动平台提问:请问贵公司还有光伏相关业务吗?2月25 日,皇氏集团(002329)在投资者互动平台表示,截至目前公司该类业务营收占比较小,具体业务情况 请参阅公司定期报告及相关公告。 ...
皇氏集团:截至目前公司光伏类相关业务营收占比较小
Mei Ri Jing Ji Xin Wen· 2026-02-25 13:23
皇氏集团(002329.SZ)2月25日在投资者互动平台表示,截至目前公司该类业务营收占比较小,具体业 务情况请参阅公司定期报告及相关公告。 (记者 曾健辉) 每经AI快讯,有投资者在投资者互动平台提问:请问贵公司还有光伏相关业务吗? ...
皇氏集团:公司核心产品水牛乳具备高蛋白质、高乳脂、口感顺滑的特性
Zheng Quan Ri Bao Wang· 2026-02-13 12:14
证券日报网讯2月13日,皇氏集团(002329)在互动平台回答投资者提问时表示,公司核心产品水牛乳 具备高蛋白质、高乳脂、口感顺滑的特性,是制作奶茶的优质基底。 ...
“水牛奶”翻车背后,谁在推波助澜?
虎嗅APP· 2026-02-09 14:30
以下文章来源于深氪新消费 ,作者朱末 本文来自微信公众号: 深氪新消费 ,作者:朱末 "奶中黄金"又出事了。 近日,广西知名乳企桂牛水牛乳业因产品检出黄牛源性成分被罚近7万元的消息,再次将水牛奶行业 的标准模糊与监管难题推上风口浪尖。 根据市场监督管理局的公告,桂牛乳业2025年6月6日生产的720件"高钙水牛奶"(蓝版),被检出同 时含有黄牛源性成分与水牛源性成分。而按照产品设定,该款水牛奶应仅以生水牛乳为原料,严禁添 加其他品种原料乳。 无独有偶,顶着"网红水牛奶"光环的百菲乳业,A股冲刺之旅也宣告"戛然而止",不仅未能敲开上交 所的大门,反而在聚光灯下"原形毕露"——靠着"水牛奶"这个细分品类走红的百菲乳业,被扒出某些 爆款竟然属于"调制乳"。 深氪新消费 . 深氪新消费成立于2016年,聚焦新经济,关注新消费、新零售等领域的商业进化。 水牛奶之所以备受追捧,正是源于其差异化特性。根据《食品工业科技》杂志发表的论文验证,水牛 奶的蛋白质含量是普通牛奶的1.5倍,钙、磷、生育酚、维生素A等矿物质显著高于普通牛奶。 正因如此,在各大电商平台上,水牛奶产品的售价普遍是普通牛奶的2-3倍,但依然让消费者心甘情 ...
当乳企不再专注:“水牛奶第一股”皇氏集团的十年迷失与艰难回归
Sou Hu Cai Jing· 2026-02-03 16:33
皇氏集团(002329.SZ)正在面临着上市以来最严峻的考验。 上市后,皇氏乳业仍聚焦主业深耕,公司主营业务收入基本来自乳制品板块,水牛奶系列产品成为核心营收来源。公司凭借先发优势、技术积累与区域渠 道基础,已在水牛奶细分赛道建立起较强的品牌壁垒,业绩保持稳健增长。 2012年起,公司开始涉足广告传媒,对外投资设立控股子公司,迈入影视传媒领域。2014年,皇氏乳业更名为皇氏集团,从名称变更不难看出其想要跳出 乳制品行业、向综合性企业转型的野心。 2014年左右,皇氏集团先后涉足影视、互联网、人工智能、信息工程、光伏等多个领域。 作为"水牛奶第一股",皇氏集团2024年交出了一份亏损超6亿元的成绩单。2025年前三季度,皇氏集团业绩持续下滑,营业收入同比下降12.97%至13.14亿 元,归母净利润同比下降236.02%至-4924.47万元。 这家总部位于广西南宁、成立于2001年的企业,从专注水牛奶的区域乳企,到2010年登陆A股开启资本化之路,再到2014年更名后大举跨界,其十年间的 战略摇摆与业绩起伏,成为中国乳企多元化探索中极具警示意义的样本。 兴于水牛奶,败于盲目跨界扩张 伴随着乳制品行业集中度持续 ...
皇氏集团预计2025年净利润大幅减亏 奶水牛产业构筑长期发展根基
Zheng Quan Ri Bao Wang· 2026-01-30 12:14
受乳制品行业竞争持续加剧的影响,叠加对部分低效渠道的主动优化,导致皇氏集团2025全年营业收入 同比下滑。此外,该集团在审慎的原则下,主动计提长期股权投资减值准备、信用减值损失。以上因素 共同叠加,导致自身净利润为负值。尽管当前业绩承压,但报告期内该集团在奶水牛种源自主化及市场 拓展两个维度都取得了显著进展,为集团长期可持续发展奠定了坚实基础。 本报讯(记者刘晓一)1月30日晚间,皇氏集团(002329)股份有限公司(以下简称"皇氏集团")披露2025年 度业绩预告,预计2025全年净利润大幅减亏,较2024年同期收窄至1.9亿元至2.8亿元。 报告期内,皇氏集团奶水牛产业升级项目攻坚成效显著。我国首批巴基斯坦尼里拉菲奶水牛胚胎移植犊 牛在集团旗下奶水牛繁育牧场顺利诞生。其中,上思牧场于2025年10月成功诞下首头该品种胚胎移植犊 牛,根竹牧场已成功培育200余头改良种牛。这一里程碑式突破,标志着我国成功突破奶水牛种源"卡脖 子"难题,填补了国内高产奶水牛核心种群自主培育领域的技术空白,该集团也因此成为国内目前唯一 具备高产奶水牛胚胎商业化培育、移植能力,并实现种源引进-繁育-产业化闭环的乳业公司。两大牧场 ...
皇氏集团:2025年度净利润预计亏损1.9亿至2.8亿元
Bei Jing Shang Bao· 2026-01-30 11:31
Core Viewpoint - The company, Huangshi Group, anticipates a net profit loss of 190 million to 280 million yuan for the year 2025, although the loss is expected to narrow compared to the previous year [1]. Group 1: Financial Performance - The projected net profit loss for 2025 is between 190 million and 280 million yuan, indicating a year-on-year reduction in losses [1]. - The company has reported a decline in operating revenue during the business structure upgrade phase due to the optimization of inefficient offline channels [1]. Group 2: Market Environment - The company is facing intensified competition within the industry and changes in the market environment [1]. - To solidify asset quality and reduce long-term operational risks, the company has prudently made provisions for long-term equity investment impairment and credit impairment losses [1]. Group 3: Industry Position - Despite the challenges, the core business operations in the dairy industry remain stable compared to peers in the same sector [1].
皇氏集团:2025年全年预计净亏损1.90亿元—2.80亿元
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-30 10:36
Core Viewpoint - The company, Huangshi Group, anticipates a significant net loss for the year 2025, with projections indicating a loss between 280 million yuan and 190 million yuan, representing a year-on-year reduction in losses [1] Financial Performance - The expected net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between -310 million yuan and -220 million yuan for 2025 [1] - The company has reported a narrowing of losses compared to the previous year, despite the negative net profit [1] Market Environment - The company is facing intensified competition within the industry and has implemented a restructuring of inefficient offline channels, which has led to a temporary decline in operating revenue during the business structure upgrade [1] - The company is taking a cautious approach to strengthen asset quality and reduce long-term operational risks by provisioning for long-term equity investment impairment and credit impairment losses [1] Industry Position - Despite the challenges, the core dairy business of the company remains stable compared to its peers in the industry [1]
皇氏集团(002329) - 2025 Q4 - 年度业绩预告
2026-01-30 10:30
Financial Performance - The company expects a net profit attributable to shareholders of approximately -28 million yuan for the reporting period, compared to -19 million yuan in the same period last year, indicating a narrowing of losses [4]. - The net profit after deducting non-recurring gains and losses is projected to be around -31 million yuan, compared to -22 million yuan in the previous year [4]. - The basic earnings per share are expected to be around -0.3427 yuan, compared to -0.2326 yuan in the previous year [4]. - The performance forecast is based on preliminary estimates and has not been audited, urging investors to exercise caution [9]. Non-Recurring Gains and Losses - The company anticipates non-recurring gains and losses to amount to approximately 30 million yuan, primarily from government subsidies [7]. Strategic Development - The company is implementing a national development strategy focusing on deepening its presence in Southwest China, advancing into the Greater Bay Area, and expanding in East China [8]. - The newly established intelligent dairy product central factory in Fuyang, Anhui, is the largest and most advanced buffalo milk production base in East China, enhancing market coverage across seven provinces [8]. - The company is optimizing its operational strategies and focusing on its core water buffalo milk business to drive growth [7]. Audit and Compliance - The company has communicated with its auditing firm regarding the financial data, and there are no discrepancies reported [5]. Innovation and Milestones - The company has successfully achieved a milestone in breeding high-yield buffalo embryos, marking a breakthrough in overcoming the bottleneck of buffalo genetic resources in China [7].
皇氏集团:预计2025年净利润为负值
Xin Lang Cai Jing· 2026-01-30 10:28
Core Viewpoint - The company expects a negative net profit for the fiscal year 2025, with a projected net profit attributable to shareholders ranging from -280 million to -190 million yuan, and a net profit excluding non-recurring gains and losses expected to be between -310 million and -220 million yuan [1] Financial Performance - The previous year's net profit attributable to shareholders was -681 million yuan, with a net profit excluding non-recurring gains and losses of -504 million yuan [1]