人民财讯11月10日电，燕塘乳业（002732）11月10日在互动平台回复称，十五运会由粤港澳三地联合承 办，省组委会根据各赛区需求统筹、制定相应计划，公司积极配合组委会工作，根据合同约定将乳制品 供应至各赛区，首批保障区域包括广州、佛山、阳江、湛江、肇庆、清远、云浮等15个赛区。 ...

11月10日燕塘乳业大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 25.00 | 482.50 | 19.30 | 7.64 | 国海证券股份有限公司 | 光大证券股份有限公司东莞 | | | | | | 东莞东骏路证券营业部 | 大朗长富西路证券营业部 | （文章来源：证券时报网） 燕塘乳业11月10日大宗交易平台出现一笔成交，成交量25.00万股，成交金额482.50万元，大宗交易成交 价为19.30元，相对今日收盘价溢价7.64%。该笔交易的买方营业部为国海证券股份有限公司东莞东骏路 证券营业部，卖方营业部为光大证券股份有限公司东莞大朗长富西路证券营业部。 证券时报·数据宝统计显示，燕塘乳业今日收盘价为17.93元，上涨1.88%，日换手率为2.60%，成交额为 7242.48万元，全天主力资金净流出455.05万元，近5日该股累计上涨2.46%，近5日资金合计净 ...

进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为482.5万元。该股近5个交易日累计 上涨2.46%，主力资金合计净流出731.69万元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月10日，燕塘乳业收涨1.87%，收盘价为17.93元，发生1笔大宗交易，合计成交量25万股，成交金额 482.5万元。 第1笔成交价格为19.30元，成交25.00万股，成交金额482.50万元，溢价率为7.64%，买方营业部为国海 证券股份有限公司东莞东骏路证券营业部，卖方营业部为光大证券股份有限公司东莞大朗长富西路证券 营业部。 ...

当前，受市场竞争加剧以及消费需求变化等因素影响，乳业市场持续承压，其中线下渠道表现尤为明显，各大乳业品 牌积极寻求线上增长新路径。京东超市作为中国规模最大的超市，与农业农村部直属广东农垦上市企业广东燕塘乳 业，以定制包销模式抢占常温酸奶赛道。 正值11.11，京东超市拿下了燕塘乳业全运会定制款原味酸奶的独家发售权，并通过定制包销的模式深化合作。该款酸 奶精选优质奶源，脂肪含量低于0.5%，原奶指标优于欧盟标准，同时添加LABS复合益生菌群，更符合运动员、学生 等群体对于健康奶品的需求。 近年来，乳制品行业线上市场虽然呈现上涨趋势，但整体增速放缓。尼尔森IQ数据显示，2021-2024年，乳制品线上销 售额同比增速均值为7.78%，而2025年1月至5月线上增长已收窄至4.8%。 全运会定制款上线11.11 京东超市拿下独家发授权 成燕塘线上最大销售渠道 乳品行业整体走低 地方品牌差异化破局 京东超市与燕塘乳业抢占低温奶市场 近年来，国内乳业市场面临增长挑战。尼尔森IQ数据显示，2025年1至5月，全国液态奶销售额同比下滑7.5%，其中， 线下同比下滑9.7%。在如此背景下，区域性乳企正在积极强化差异化优势以求 ...

Core Viewpoint - The company has released its third-quarter financial report for 2025, ensuring the accuracy and completeness of the information disclosed, with no significant omissions or misleading statements [1][2][17]. Financial Data Summary - The third-quarter financial report has not been audited [3][14]. - The company does not require retrospective adjustments or restatements of previous accounting data [3]. - There are no non-recurring profit and loss items applicable for the reporting period [3]. Shareholder and Related Party Transactions - The company has engaged in daily transactions with related parties, primarily involving the procurement of raw materials and services, which fall within the expected range approved by the board [5][6]. - A financial service agreement has been signed with a related party, Guangdong Provincial Agricultural Reclamation Group Financial Co., Ltd., for a three-year term, with specific financial transactions reported [6][9]. - The company has also approved the purchase of office properties from Guangzhou Guangken Real Estate Co., Ltd., with ongoing agreements and transactions related to this acquisition [7][8]. Board Meeting Resolutions - The board has approved the third-quarter report and revisions to the general manager's work guidelines [17][20]. - A resolution was passed to allow the wholly-owned subsidiary, Zhanjiang Yantang Dairy Co., Ltd., to apply for a comprehensive credit facility of up to RMB 60 million from a commercial bank to support its operational development [21].

Core Viewpoint - Yantang Dairy, established in 2002 and listed in 2014, is one of the largest dairy producers in South China, focusing on the low-temperature milk market with a "fresh strategy" as its competitive advantage [1] Group 1: Business Performance - In Q3 2025, Yantang Dairy achieved a revenue of 1.179 billion yuan, ranking 11th among 19 companies in the industry, with the industry leader, Yili, generating 90.341 billion yuan [2] - The company's net profit for the same period was 53.7292 million yuan, placing it 9th in the industry, while Yili's net profit was 10.42 billion yuan [2] - The main business composition includes lactic acid bacteria beverages at 324 million yuan (42.34%), liquid milk at 281 million yuan (36.71%), flavored milk at 152 million yuan (19.86%), and others at 8.352 million yuan (1.09%) [2] Group 2: Financial Ratios - As of Q3 2025, Yantang Dairy's debt-to-asset ratio was 23.55%, lower than the industry average of 41.11% [3] - The gross profit margin for the same period was 25.32%, higher than the industry average of 24.79% [3] Group 3: Executive Compensation - The chairman and general manager, Feng Like, received a salary of 1.3879 million yuan in 2024, an increase of 611,200 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 5.79% to 17,000, while the average number of circulating A-shares held per shareholder increased by 6.15% to 9,196.62 [5]

Core Insights - Yantang Dairy reported a revenue of approximately 1.179 billion yuan for the first three quarters of 2025, representing a year-on-year decline of 9.55% [1] - The company achieved a net profit attributable to shareholders of approximately 53.31 million yuan, which is a year-on-year decrease of 34.32% [1] Financial Performance - Revenue for the first three quarters: 1.179 billion yuan, down 9.55% year-on-year [1] - Net profit attributable to shareholders: 53.31 million yuan, down 34.32% year-on-year [1]

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]

广东燕塘乳业股份有限公司 证券代码：002732 证券简称：燕塘乳业 公告编号：2025-041 广东燕塘乳业股份有限公司 第五届董事会第二十五次会议决议公告 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。 一、董事会会议召开情况 广东燕塘乳业股份有限公司（以下简称"公司"）第五届董事会第二十五次 会议通知于 2025 年 10 月 23 日以专人送达和短信送达相结合的方式发出，会议 于 2025 年 10 月 30 日上午在公司会议室现场结合通讯方式召开。公司董事共 9 人，出席本次会议的董事共 9 人。其中，非独立董事李鸿先生以及独立董事郭葆 春女士、黄晓宏先生以通讯方式出席会议。公司董事会秘书和纪委书记列席了本 次会议。本次会议由公司董事长兼总经理冯立科先生主持，会议的通知、召集、 召开、审议、表决等程序均符合有关法律、行政法规、部门规章、规范性文件和 《广东燕塘乳业股份有限公司章程》的规定，会议形成的决议合法、有效。 二、董事会会议审议情况 与会董事经认真讨论，形成如下决议： 表决结果：同意票 9 票，反对票 0 票，弃权票 0 票，回避票 0 票。全 ...

燕塘乳业公告，第三季度营收为4.14亿元，同比下降8.21%；净利润为1837.07万元，同比下降26.20%。 前三季度营收为11.79亿元，同比下降9.55%；净利润为5331.34万元，同比下降34.32%。 ...