| 1.基本情况 | | | --- | --- | | 信息披露义务人1 | 陈秀芝 | | 住所 | 浙江省温州市苍南县灵溪镇 | | 信息披露义务人2 | 金欢欢 | | 住所 | 上海市闵行区 | | 权益变动时间 | 2025年6月4日至2025年9月4日 | | | 公司实际控制人的一致行动人陈秀芝于 2025 年 6 月 4 日至 2025 年 8 月 22 日期间，通过集中交易方式累计减持公司股份 818,470 股；实际控制人的一致行动人金欢欢于 2025 年 9 月 2 日至 2025 年 9 月 4 日期间，通过集中交易方式累计减持公司股份 280,000 股。本次减持股份后，泰安锡安、李作恭、LI DAVID XI AN、 | | 权益变动过程 | 李学军及其一致行动人陈秀芝、陈秀琴、金欢欢、周文存合计 | | | 持有公司股份比例由 46.7383%下降至 45.8525%。本次减持严格 | | | 按照已披露的相关计划减持，本次权益变动对公司无重大影响。 | | 股票简称 | 熊猫乳品 300898 股票代码 | | 变动方向 上升□ | 下降√ | 一致行动人 | 有√ 无□ | ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300892 | 品屋食品 | | 8.88 | 38.85亿 | 21.72 | | 605388 | 均瑶健康 | | 7.28 | 54.88 Z | 46.75 | | 832786 | 骑士乳业 | 1 | 6.65 | 23.48 Z | 59.97 | | 300898 | 態猫乳品 | 1 | 5.21 | 36.07亿 | 15.40 | | 002570 | 贝因美 | 1 | 4.64 | 75.50亿 | 66.03 | | 002719 | 麦趣尔 | 兼 | 4.19 | 16.46亿 | 20.69 | | 300106 | 西部收业 | + | 3.89 | 24.81亿 | 33.71 | | 002910 | 庄园牧场 | | 3.81 | 19.16亿 | 30.15 | | 300915 | 海融科技 | | 3.56 | 32.60亿 | 13.85 | | 002329 | 皇氏集团 | | 3.55 | 31. ...

（文章来源：每日经济新闻） 每经AI快讯，9月4日，食品饮料股午后持续拉升，欢乐家20%涨停，品渥食品涨超10%，熊猫乳品、均 瑶健康、一鸣食品涨幅居前。 ...

食品饮料股午后持续拉升，欢乐家20cm涨停，品渥食品涨超10%，熊猫乳品、均瑶健康、一鸣食品涨 幅居前。 ...

Core Viewpoint - Panda Dairy Products (300898.SZ), known as the "first stock of condensed milk," reported a decline in revenue and net profit for the first half of the year, indicating ongoing challenges in its business performance [1][2]. Financial Performance - In the first half of the year, Panda Dairy achieved revenue of 353 million yuan, a year-on-year decrease of 2.16%, and a net profit attributable to shareholders of 41.34 million yuan, down 12.76% [1]. - The previous year also saw declines in revenue and net profit, with decreases of 19.29% and 5.98%, respectively [1]. Business Segments - The decline in performance is primarily attributed to poor results in the dairy trading business, which saw revenue drop by 38.37% for the full year and 48.79% for the first half of 2025 [4]. - Excluding the trading business, revenue would have increased by 11% year-on-year [4]. - The main product line, condensed milk, experienced limited growth due to a weak restaurant chain market, although it did see some increase [7]. Product Performance - The revenue from concentrated dairy products was 268.44 million yuan, up 3.80%, while the dairy trading segment's revenue fell to 40.80 million yuan, down 48.79% [6]. - The coconut product line saw a significant revenue increase of 97% to 36.81 million yuan, but its cost of goods sold surged by 174.85%, leading to a negative gross margin of -4.93% [6][8]. Strategic Initiatives - In response to declining revenues, Panda Dairy is investing in R&D, with expenses increasing by 12.88% year-on-year, reaching 896.59 million yuan in the first half of the year [12]. - The company is also expanding its production capacity and exploring new business areas, including jelly, jam, and beverages [14]. - Panda Dairy is shifting focus towards the consumer market (C-end) by developing products like children's cheese and snacks, aiming to capture growth opportunities in the retail sector [18].

Market Overview - The beverage and dairy sector increased by 2.43% on August 29, with New Dairy leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Performers - New Dairy (002946) closed at 19.77, up 6.75% with a trading volume of 208,300 shares and a transaction value of 409 million yuan [1] - Miaokelan Duo (600882) closed at 27.71, up 5.36% with a trading volume of 134,000 shares and a transaction value of 366 million yuan [1] - Dongpeng Beverage (605499) closed at 308.94, up 3.26% with a trading volume of 25,900 shares and a transaction value of 799 million yuan [1] Other Notable Stocks - Yili Group (600887) closed at 28.57, up 3.18% with a trading volume of 2,112,900 shares and a transaction value of 611.5 million yuan [1] - Junyao Health (605388) closed at 8.07, up 1.77% with a trading volume of 168,900 shares and a transaction value of 13.6 million yuan [1] Market Capital Flow - The beverage and dairy sector experienced a net outflow of 475 million yuan from institutional investors, while retail investors saw a net inflow of 435 million yuan [2] - The overall market showed mixed capital flows, with some stocks experiencing significant retail interest despite institutional selling [2][3] Individual Stock Capital Flow - New Dairy had a net inflow of 11.72 million yuan from institutional investors, but a net outflow of 17.51 million yuan from retail investors [3] - Miaokelan Duo saw a net inflow of 7.60 million yuan from institutional investors, but a net outflow of 20.52 million yuan from speculative funds [3] - Yili Group had a net outflow of 2.54 million yuan from institutional investors, while retail investors contributed a net inflow of 4.02 million yuan [3]

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]

| 股东姓名 | 股份来源 | 減持期间 | 价格区间 | 減持方式 | 拟减持数 | 拟减持 | 猿持 原因 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 量(股) | 比例 | | | 陈秀琴 | 公司首次 | 本公告披露 | 参考减持 | 集中竞价 | | | 目サ | | | 公开发行 | 之日起 15 | | | | | | | | | | 时市场价 | 和大宗交 | 700, 000 | 0. 5645% | 资金 | | | 前已发行 | 个交易日后 | 格 | 易 | | | 需求 | | | 的股份 | 的 3 个月内 | | | | | | 中国经济网北京8月27日讯 熊猫乳品(300898.SZ)昨日晚间披露关于实际控制人的一致行动人减持股份的预披露公告。 持有公司股份3,700,030股（占公司总股本比例2.9839%）的实际控制人的一致行动人陈秀琴计划在公告披露之日起15个交 易日后的3个月内以集中竞价方式和大宗交易方式合计减持公司股份700,000股（占公司总股本比例0.5645%）。 熊猫乳品首次公 ...

截至发稿，熊猫乳品市值为36亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 王晓波） 每经AI快讯，熊猫乳品（SZ 300898，收盘价：29.24元）8月26日晚间发布公告称，持有熊猫乳品集团 股份有限公司股份约370万股（占公司总股本比例约为2.98%）的实际控制人的一致行动人陈秀琴计划 在本公告披露之日起15个交易日后的3个月内以集中竞价方式和大宗交易方式合计减持公司股份70万股 （占公司总股本比例为0.5645%）。 2024年1至12月份，熊猫乳品的营业收入构成为：乳业占比99.4%，其他业务占比0.6%。 ...

证券代码：300898 证券简称：熊猫乳品 公告编号：2025-045 特别提示： 持有熊猫乳品集团股份有限公司（以下简称"本公司"或"公司"）股份 3,700,030 股（占本公司总股本比例 2.9839%）的实际控制人的一致行动人陈秀琴计划在本公 告披露之日起 15 个交易日后的 3 个月内以集中竞价方式和大宗交易方式合计减持 本公司股份 700,000 股（占本公司总股本比例 0.5645%）。 熊猫乳品集团股份有限公司 关于实际控制人的一致行动人减持股份的预披露公告 公司实际控制人的一致行动人陈秀琴保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 | 股东姓名 | 股份来源 | 减持期间 | 价格区间 | 减持方式 | 拟减持数 | 拟减持 | 减持 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 量（股） | 比例 | 原因 | | 陈秀琴 | 公司首次 公开发行 | 本公告披露 之日起 15 | 参考减持 时市场价 | ...