格隆汇12月3日丨熊猫乳品(300898.SZ)公布，股东泰安宝升投资合伙企业（有限合伙）（曾用名：宁波 梅山保税港区宝升投资管理合伙企业（有限合伙））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300,000股（占本公司总股本比例0.2419%）。 ...

熊猫乳品公告，股东泰安宝升投资合伙企业（有限合伙）目前持有公司619.99万股，占4.9999%，计划 在2025年12月25日至2026年3月24日期间，通过集中竞价和大宗交易方式合计减持30万股，占公司总股 本的0.2419%。减持原因为自身资金需求。 ...

证券代码：300898 证券简称：熊猫乳品 公告编号：2025-060 熊猫乳品集团股份有限公司 关于股东减持股份的预披露公告 公司股东泰安宝升投资合伙企业（有限合伙）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。 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 6,199,900 股（占本公司总股本比例 4.9999%）的股东泰安宝升投资合伙企业（有限合伙）（曾 用名：宁波梅山保税港区宝升投资管理合伙企业（有限合伙））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 300,000 股（占本公司总股本比例 0.2419%）。 公司于近日收到股东泰安宝升投资合伙企业（有限合伙）出具的《关于股份减 持计划的告知函》，现将相关情况公告如下： 一、股东的基本情况 | 股东名称 | 持有股份总数（股） | 占公司总股本的比例 | | --- | --- | --- | | 泰安宝升投资合伙企业（有限合伙） | 6,199,900 ...

Core Insights - The dairy sector has seen a notable increase of 2.82%, ranking third among concept sectors, with 33 stocks rising, including Yantang Dairy and Sunshine Dairy reaching their daily limit up [1] - Major inflows of capital into the dairy sector amounted to 443 million yuan, with 23 stocks experiencing net inflows, and six stocks seeing inflows exceeding 30 million yuan [1] Capital Inflows - Leading the net capital inflows is Yili Group with 129 million yuan, followed by Sunshine Dairy, Panda Dairy, and Yantang Dairy with net inflows of approximately 93.66 million yuan, 59.03 million yuan, and 53.08 million yuan respectively [1][2] - The net inflow ratios for Sunshine Dairy, Yantang Dairy, and Panda Dairy are 47.36%, 16.49%, and 13.40% respectively, indicating strong investor interest [2] Stock Performance - Yili Group's stock increased by 1.14%, while Sunshine Dairy and Yantang Dairy both surged by 9.99%, showcasing significant daily performance [2][3] - Other notable performers include Panda Dairy with a 5.90% increase and Huangshi Group with a 5.35% rise [1][2] Trading Activity - The trading volume for Yili Group was approximately 12.36%, while Sunshine Dairy had a turnover rate of 4.46%, indicating active trading in these stocks [2][3] - Stocks like Beiyinmei and Huangshi Group also showed healthy turnover rates of 4.78% and 15.18% respectively, reflecting investor engagement [2][3]

Market Overview - The beverage and dairy sector increased by 1.88% on November 28, with Yantang Dairy leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Notable stock performances include: - Caobo Dao V (002732) rose by 9.99% to a closing price of 20.03, with a trading volume of 163,400 shares and a turnover of 322 million yuan [1] - Sunshine Dairy (001318) also increased by 9.99% to 15.97, with a trading volume of 126,000 shares and a turnover of 198 million yuan [1] - Panda Dairy (300898) saw a 5.90% increase, closing at 29.42 with a trading volume of 151,100 shares and a turnover of 441 million yuan [1] Capital Flow - The beverage and dairy sector experienced a net inflow of 433 million yuan from institutional investors, while retail investors saw a net outflow of 284 million yuan [2] - Key stocks in terms of capital flow include: - Yili Group (600887) had a net inflow of 117 million yuan from institutional investors, but a net outflow of 130 million yuan from retail investors [3] - Sunshine Dairy (001318) had a net inflow of 91 million yuan from institutional investors, with significant outflows from both retail and speculative investors [3]

熊猫乳品集团股份有限公司 董事会薪酬与考核委员会关于 2025 年限制性股票激励计划 激励对象名单的公示情况说明及核查意见 熊猫乳品集团股份有限公司（以下简称"公司"）于 2025 年 11 月 17 日召开 第四届董事会第十七次会议，审议通过了 2025 年限制性股票激励计划（以下简 称"本激励计划"）。根据《上市公司股权激励管理办法》（以下简称《管理办法》）、 《深圳证券交易所创业板股票上市规则》（以下简称《上市规则》）、《深圳证券交 易所创业板上市公司自律监管指南第 1 号——业务办理》等相关规定，公司对本 激励计划拟授予激励对象名单进行内部公示，公司董事会薪酬与考核委员会结合 公示情况对激励对象的有关信息进行核查并发表核查意见，相关内容如下： 一、公示情况 （一）公示内容：激励对象名单。 （二）公示时间：2025 年 11 月 17 日至 2025 年 11 月 27 日。 （三）公示方式：公司 OA 办公系统公示。 （四）反馈方式：在公示期限内，公司（含子公司）员工可通过电子邮件等 方式向董事会薪酬与考核委员会反馈有关异议。 （五）公示结果：公示期满，董事会薪酬与考核委员会未收到任何异议。 二、核查 ...

Core Viewpoint - Panda Dairy's stock price increased by 5% to 29.17 CNY per share, with a total market capitalization of 3.617 billion CNY as of the report date [1] Group 1: Company Overview - Panda Dairy Group Co., Ltd. is located in Lingxi Town, Cangnan County, Zhejiang Province, and was established on January 3, 1996 [1] - The company was listed on October 16, 2020, and its main business involves the research, production, and sales of concentrated dairy products, as well as dairy product trading [1] - The revenue composition of the main business includes concentrated dairy products at 76.14%, dairy product trading at 11.57%, coconut products at 10.44%, and others at 1.85% [1] Group 2: Fund Holdings - Qianhai Kaiyuan Fund has a fund that heavily invests in Panda Dairy, specifically the Qianhai Kaiyuan Event-Driven Mixed A Fund (000423), which held 79,800 shares, accounting for 3.06% of the fund's net value, ranking as the ninth largest holding [2] - The fund has a total scale of 57.2175 million CNY and has achieved a year-to-date return of 17.27%, ranking 4,331 out of 8,127 in its category [2] - The fund manager, Wang Da, has been in position for 2 years and 265 days, with the best fund return during his tenure being 15.6% and the worst being 15.3% [2]

Core Viewpoint - Panda Dairy has repeatedly adjusted its fundraising projects, reflecting a decline in traditional business growth and low capacity utilization [1][3][4] Group 1: Fundraising Project Adjustments - On November 17, Panda Dairy announced a change in its fundraising project, increasing the capacity of the "Ding'an 10,000 tons food raw material project" and reallocating 20 million yuan from the "Cangnan 30,000 tons concentrated dairy product project" to this new project [1] - Since its IPO in October 2020, Panda Dairy has made multiple adjustments to its fundraising projects, including reducing the investment in the Cangnan project and introducing new projects due to lower-than-expected fundraising amounts [2][3] - The Cangnan project, originally scheduled to be operational by June 2022, has faced delays, with the completion date now pushed to June 2026, indicating ongoing challenges in project execution [3] Group 2: Capacity Utilization and Sales Performance - As of 2024, Panda Dairy's total designed production capacity across its three bases is 63,000 tons, but actual production is only 41,300 tons, resulting in a capacity utilization rate of 66%, down 13 percentage points from 2023 [3] - The sales growth of concentrated dairy products has been sluggish, with only a 3.6% increase in the first half of the year, while other product lines like coconut products saw a significant increase of 113.73%, albeit from a smaller base [3][6] - The concentrated dairy product segment, which contributed 77% of revenue in 2024, has faced declining growth rates, with a 10.06% drop in 2024 and only a 3.8% increase in the first half of the current year [5][6] Group 3: Management and Shareholder Actions - The management has set modest growth targets in its 2025 stock incentive plan, aiming for a revenue growth rate of at least 7% in 2026 and 14% in 2027, without setting a net profit growth target, which may indicate a lack of optimism about short-term growth [1][7] - Shareholder sentiment appears to be declining, with significant reductions in holdings by major shareholders since late 2024, suggesting a lack of confidence in the company's future performance [8]

Core Points - Panda Dairy announced that Guo Hong and Zhou Wei reduced their shareholding in the company due to personal financial needs [1] - After the reduction, Guo Hong and Zhou Wei hold a total of 6,199,998 shares, representing 5.00% of the company's total equity [1] - Prior to the reduction, their combined shareholding was 11,659,000 shares, accounting for 9.4024% of the total equity [1] - Guo Hong and Zhou Wei are spouses and act in concert [1] - This change in equity will not lead to a change in control of the company, nor will it significantly impact the company's governance structure or ongoing operations [1] - As of the report date, the shares held by Guo Hong and Zhou Wei are not subject to any pledges, seizures, or freezes [1]

证券代码：300898 证券简称：熊猫乳品 公告编号：2025-058 3、本次权益变动后，郭红、周炜合计持有公司股份数量从 11,659,000 股减少 至 6,199,998 股，占公司总股本的比例从 9.4024%减少至 5.0000%，不再是公司合 计持股 5%以上股东。 熊猫乳品集团股份有限公司（以下简称"本公司"或"公司"）于近日收到股 东郭红、周炜出具的《简式权益变动报告书》，获悉郭红、周炜合计持有公司股份 比例下降至 5.0000%，权益变动后持股比例触及 5%整数倍。现将有关情况公告如下： 一、本次权益变动情况 （一）本次权益变动的基本情况 熊猫乳品集团股份有限公司 关于合计持股 5%以上股东 减持至 5%暨权益变动的提示性公告 公司股东郭红、周炜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。 特别提示： 1、本次权益变动属于合计持股 5%以上股东减持股份，不触及要约收购。 2、本次权益变动不涉及公司控股股东及实际控制人，不会导致公司控股股东 及实际控制人发生变动，不会影响公司的治理结构和 ...