HUANLEJIA Food (300997)

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兴业证券:椰子水赛道分层竞争加剧 场景多元+质价比驱动市场扩容
Zhi Tong Cai Jing· 2025-08-18 07:25
Group 1 - The core viewpoint is that leading companies in the coconut water market have significant supply chain advantages and stable channels, with multi-category collaboration driving growth [1][2] - IFBH (06603) is identified as a leading player in the domestic coconut water market, leveraging a light asset model for cost advantages and enhancing brand influence through celebrity endorsements and cross-industry collaborations [1][2] - The health-driven demand for coconut water is supported by its low sugar content and natural electrolytes, establishing a stable consumption structure across various scenarios such as office (45%), sports (32%), and home (18%) [1][3] Group 2 - The global coconut water market is experiencing rapid expansion, with the market size projected to grow from $2.52 billion in 2019 to $4.99 billion by 2024, reflecting a CAGR of 14.7% [2] - The Greater China market is leading this growth, with a projected increase from $0.1 billion to $1.09 billion, achieving a remarkable compound growth rate of 60.8% [2] - The competitive landscape is evolving, with a shift from a highly concentrated market to a more diversified one, where leading brands like Vita Coco maintain their positions while new entrants like IFBH rapidly gain market share [2] Group 3 - The Chinese coconut water market is transitioning from a high-end niche to mass consumption, with the mainstream price range dropping to 6-8 RMB per 500ml, and distribution expanding to convenience stores and lower-tier cities [3] - The per capita consumption of coconut water in China is currently low at 0.1 liters, indicating significant growth potential compared to markets like the US and Hong Kong [3] - The industry is expected to reach a scale of 18 billion RMB by 2029, driven by expanding consumption habits and increased availability across various channels [3]
欢乐家:印尼公司已完成设立登记手续 拟建设椰子加工项目
Zheng Quan Shi Bao Wang· 2025-08-15 02:43
8月14日晚间,欢乐家(300997)(300997.SZ)发布公告称,公司在印尼设立的全资孙公司已于近日完成 设立登记手续。根据公司本次投资计划,公司全资子公司欢乐家(香港)国际控股有限公司(简称"欢乐家 香港")已完成增加注册资本的登记手续,注册资本由1700万美元增加至3800万美元。公司此前表示,本 次投资有利于公司向产品原料端的延伸,有助于公司完善产业链上游布局,加强公司核心产品的原料供 应及在供应链方面的竞争力,为公司未来发展提供资源保障,有助于公司未来逐步搭建公司自身的产品 原料供应体系,提高公司原料供应的稳定性和安全性。 ...
欢乐家(300997) - 关于对外投资设立印度尼西亚全资孙公司的进展公告
2025-08-14 08:58
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、 对外投资概述 证券代码:300997 证券简称:欢乐家 公告编号:2025-071 欢乐家食品集团股份有限公司 关于对外投资设立印度尼西亚全资孙公司的进展公告 根据公司战略规划及业务发展需要,欢乐家食品集团股份有限公司(以下简 称"公司")于 2025 年 6 月 23 日召开第三届董事会第一次会议,审议通过了 《关于对外投资设立印度尼西亚全资孙公司并建设椰子加工项目的议案》,同意 公司在印度尼西亚共和国(以下简称"印尼")设立全资孙公司以建设椰子加工 项目,该项目总投资不超过 2,100 万美元。 具体内容详见公司 2025 年 6 月 23 日于巨潮资讯网(www.cninfo.com.cn)披 露的《关于对外投资设立印度尼西亚全资孙公司并建设椰子加工项目的公告》(公 告编号:2025-063)。 二、 设立全资子公司的基本情况 根据公司本次投资计划,公司全资子公司欢乐家(香港)国际控股有限公司 (以下简称"欢乐家香港")已完成增加注册资本的登记手续,欢乐家香港注册 资本由 1,700 万美元增加至 3 ...
欢乐家(300997) - 关于股东部分股份质押的公告
2025-08-14 08:58
证券代码:300997 证券简称:欢乐家 公告编号:2025-070 欢乐家食品集团股份有限公司 关于股东部分股份质押的公告 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。 欢乐家食品集团股份有限公司(以下简称"公司"、"本公司")近日通过 中国证券登记结算有限责任公司深圳分公司查询以及控股股东广东豪兴投资有 限公司(以下简称"豪兴投资")、实际控制人朱文湛女士告知,获悉豪兴投资 和朱文湛女士将所持有本公司的部分股份办理了质押业务。具体情况如下: 注:本次质押股份未负担重大资产重组等业绩补偿义务。 二、 股东股份累计质押情况 截至公告披露日,上述股东及其一致行动人所持质押股份情况如下: | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股 | 持股数量 | 本次质押前 | 本次质押后 | 占其所持 | 占公司 | 已质押股份 | 占已 | 未质押股份 | 占未质 | | | | | ...
乳制品行业上市公司董秘观察:19家公司董秘加薪伊利股份董秘邱向敏涨薪19.98万元至75.53万
Xin Lang Cai Jing· 2025-08-08 10:34
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪7 分行业来看,A股乳制品行业28家上市公司董秘薪酬均值为85.08万元,高于市场均值。 光明乳业董秘沈小燕薪酬最高,达到135.59万元;其次是妙可蓝多董秘谢毅,薪酬124.99万元;此外,燕塘乳业董秘李春锋薪酬122.99万元,海融科技董秘庄涛薪酬110.7万元,新乳业董秘 剔除2024年开始任职数据,薪酬最低的是维维股份(维权)董秘于航航,仅为14万元。此外,西部牧业董秘梁雷薪酬15.93万元,仅次于维维股份。 去年有19家公司董秘薪酬在增加,其中伊利股份董秘邱向敏涨薪19.98万元至75.53万元。三元股份张娜涨薪14.77万元至79.08万元。熊猫乳品徐笑宇涨薪12.74万元至79.88万元。 剔除2024年离职董秘数据之后,有4家公司董秘在降薪,其中欢乐家董秘范崇澜降薪3.71万元至84.29万元;李子园董秘程伟忠降薪3.24万元至43. ...
乳制品行业上市公司财务总监观察:欢乐家收入低于20亿 财务总监翁苏闽薪酬240.53万元
Xin Lang Zheng Quan· 2025-08-08 10:21
Summary of Key Points Core Viewpoint - The report highlights the compensation trends of CFOs in A-share listed companies, indicating a total salary scale of 4.27 billion yuan for CFOs in 2024, with an average annual salary of 814,800 yuan [1]. Group 1: Compensation Overview - The total salary for CFOs in the food and beverage industry amounts to 94.16 million yuan, with an average salary of 951,100 yuan [5]. - The highest-paid CFO is Jiang Leifeng from Shuijingfang, earning 4.65 million yuan, with a salary increase of 1.58 million yuan from the previous year [6]. - 67% of CFOs received salary increases last year, with the largest increases seen in Shuijingfang, Zhongju Gaoxin, and Nanjiao Food, each exceeding 1 million yuan [6]. Group 2: Age and Educational Background - The majority of CFOs are aged between 40 and 50 years, accounting for 49% of the total, while those aged 50 and above make up 42% [1]. - The educational background shows that 58% of CFOs hold a bachelor's degree, 28% have a master's degree, and there is one PhD among them [3]. Group 3: Salary Changes and Trends - 28 companies reported salary reductions for their CFOs, with the largest decrease being 589,100 yuan for Jin Zhiqiang from Beingmei [7]. - Despite revenue declines in the dairy industry, 61% of CFOs in this sector received salary increases, indicating a disconnect between company performance and executive compensation [7]. - Notably, Yiyuan Health reported a loss of 29 million yuan, yet its CFO, Cui Peng, earned 807,900 yuan [9].
乳制品行业上市公司董秘观察:4家公司董秘在降薪 李子园董秘程伟忠降薪3.24万元至43.01万元
Xin Lang Zheng Quan· 2025-08-08 09:29
Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - The dairy industry has the highest average salary for secretaries at 850,800 yuan, surpassing the market average [1] - The majority of secretaries are aged between 40 and 50 years, accounting for 54% of the total [1] Salary Distribution - The salary range of 500,000 to 1 million yuan is the most common, representing 39% of secretaries [5] - There are five secretaries earning between 1 million and 2 million yuan, while three earn between 100,000 and 300,000 yuan [5] - The highest-paid secretary is from Bright Dairy, earning 1.3559 million yuan, followed by the secretaries from Miaokelando and Yantang Dairy with salaries of 1.2499 million yuan and 1.2299 million yuan respectively [5] Changes in Salary - Nineteen companies reported salary increases for their secretaries, with notable increases including 199,800 yuan for Yili's secretary [6] - Four companies experienced salary reductions, with the largest decrease being 37,100 yuan for Huanlejia's secretary [6] - The lowest salary recorded was 140,000 yuan for the secretary of Weiweisheng, while the second lowest was 159,300 yuan for Xibu Muye's secretary [6] Educational Background - The majority of secretaries hold a bachelor's degree, accounting for 46%, followed by master's degree holders at 39% [3]
乳制品行业上市公司董秘观察:19家公司董秘加薪 伊利股份董秘邱向敏涨薪19.98万元至75.53万
Xin Lang Zheng Quan· 2025-08-08 09:14
光明乳业董秘沈小燕薪酬最高,达到135.59万元;其次是妙可蓝多董秘谢毅,薪酬124.99万元;此外, 燕塘乳业董秘李春锋薪酬122.99万元,海融科技董秘庄涛薪酬110.7万元,新乳业董秘郑世锋薪酬109.33 万元,均超过100万。 剔除2024年开始任职数据,薪酬最低的是维维股份(维权)董秘于航航,仅为14万元。此外,西部牧业 董秘梁雷薪酬15.93万元,仅次于维维股份。 从学历来看,本科为主力,占比达到46%;其次是硕士,占比为39%;此外有3名专科,1名博士。 从薪酬来看,50万(含)-100万为主力,占比达到39%;其次是30万(含)-50万,占比达到29%。100 万(含)-200万年薪的董秘有5名,还有3名董秘年薪在10万(含)-30万。 专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 分行业来看,A股乳制品行业28家上市公司董秘薪酬均值为85.08万元,高于市 ...
乳制品行业上市公司董秘观察:5名董秘年薪过100万 海融科技董秘庄涛薪酬110.7万元
Xin Lang Zheng Quan· 2025-08-08 08:57
Core Insights - The report highlights that in 2024, the total salary of A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 754,300 yuan [1] - The dairy industry has the highest average salary for secretaries at 850,800 yuan, surpassing the market average [1] - The majority of secretaries are aged between 40 and 50 years, accounting for 54% of the total [1] Salary Distribution - The salary range of 500,000 to 1 million yuan is the most common, representing 39% of secretaries [5] - There are five secretaries earning between 1 million and 2 million yuan, while three earn between 100,000 and 300,000 yuan [5] - The highest-paid secretary is from Bright Dairy, earning 1.3559 million yuan, followed by the secretaries from Miaokelando and Yantang Dairy with salaries of 1.2499 million yuan and 1.2299 million yuan respectively [5] Changes in Salary - Nineteen companies reported salary increases for their secretaries, with notable increases including 199,800 yuan for Yili's secretary [6] - Four companies experienced salary reductions, with the largest decrease being 37,100 yuan for Huanlejia's secretary [6] - The lowest salary recorded was 140,000 yuan for the secretary of Weiweisheng [6]
乳制品行业上市公司董秘观察:5名董秘年薪过100万 光明乳业董秘沈小燕薪酬达到135.59万元
Xin Lang Zheng Quan· 2025-08-08 08:46
专题:专题|2024年度A股董秘数据报告:1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁",在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示,2024年A股上市公司董秘薪酬合计达40.86亿元,平均年薪75.43万元。 分行业来看,A股乳制品行业28家上市公司董秘薪酬均值为85.08万元,高于市场均值。 从薪酬来看,50万(含)-100万为主力,占比达到39%;其次是30万(含)-50万,占比达到29%。100 万(含)-200万年薪的董秘有5名,还有3名董秘年薪在10万(含)-30万。 光明乳业董秘沈小燕薪酬最高,达到135.59万元;其次是妙可蓝多董秘谢毅,薪酬124.99万元;此外, 燕塘乳业董秘李春锋薪酬122.99万元,海融科技董秘庄涛薪酬110.7万元,新乳业董秘郑世锋薪酬109.33 万元,均超过100万。 剔除2024年开始任职数据,薪酬最低的是维维股份(维权)董秘于航航,仅为14万元。此外,西部牧业 董秘梁雷薪酬15.93万元,仅次于维维股份。 去年有19家公司董秘薪酬在增加,其中伊利股份董秘邱向敏涨薪19.98万元至75.53 ...