FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 維他奶國際集團有限公司 呈交日期： 2025年11月27日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00345 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔 ...

Core Viewpoint - Vitasoy International (00345) experienced a decline of over 3%, with a current price of HKD 6.5 and a trading volume of HKD 43.68 million [1] Financial Performance - For the six months ending September 30, 2025, Vitasoy reported revenue of HKD 3.227 billion, a decrease of 6% year-on-year [1] - Gross profit was HKD 1.648 billion, down 7% compared to the previous year [1] - Profit attributable to equity holders was HKD 172 million, reflecting a year-on-year increase of 1% [1] Market Challenges - The revenue decline is primarily attributed to weak market conditions affecting the mainland China business, which is facing significant challenges [1] Analyst Adjustments - Macquarie has revised its net profit forecasts for Vitasoy for the fiscal years 2026 and 2027, lowering them by 16.3% and 13.3% respectively [1] - The target price for Vitasoy has been reduced from HKD 10 to HKD 7.4, while maintaining an "outperform" rating [1]

消息面上，维他奶国际近日公布截至2025年9月30日止6个月中期业绩，收入32.27亿港元，同比减少 6%；毛利16.48亿港元，同比减少7%；公司股权持有人应占溢利1.72亿港元，同比增长1%。收入减少 6%主要由于中国内地业务受市况疲弱影响，表现面临挑战。麦格理发布研报称，将维他奶国际2026及 2027财年净利润预测分别下调16.3%及13.3%，目标价由10港元降至7.4港元，维持跑赢大市评级。 元。 （原标题：港股异动 | 维他奶国际(00345)跌超3% 上半财年内地业务面临挑战 麦格理下调公司目标价） 智通财经APP获悉，维他奶国际(00345)跌超3%，截至发稿，跌3.13%，报6.5港元，成交额4367.91万港 ...

Summary of VITASOY INT'L Buyback Activity Core Viewpoint - VITASOY INT'L has been actively repurchasing its shares, indicating a strategy to enhance shareholder value and confidence in its stock performance. Buyback Details - On November 26, 2025, VITASOY INT'L repurchased 3.962 million shares at a price range of HKD 6.510 to HKD 6.790, totaling HKD 26.6246 million [2] - The stock closed at HKD 6.710 on the same day, reflecting a 0.45% increase with a total trading volume of HKD 71.3114 million [2] - Year-to-date, the company has conducted 47 buyback transactions, acquiring a total of 34.408 million shares for an aggregate amount of HKD 305 million [2] Historical Buyback Data - The buyback activity includes various transactions with the highest repurchase price recorded at HKD 9.700 and the lowest at HKD 6.510 [2][3] - Notable buyback transactions include: - 200,000 shares at HKD 9.700 on April 25, 2025 [3] - 184,400 shares at HKD 9.170 on August 1, 2025 [3] - 396,200 shares at HKD 6.790 on November 26, 2025 [2]

智通财经APP讯，VITASOY INT'L(00345)发布公告，于2025年11月26日，该公司斥资2662.46万港元回 购396.2万股股份，每股回购价6.51-6.79港元。 ...

格隆汇11月26日丨VITASOY INT'L(00345.HK)发布公告，2025年11月26日耗资2662万港元回购396万 股，回购价格每股6.51-6.79港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 維他奶國際集團有限公司 呈交日期： 2025年11月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) | 00345 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | 庫存股份變動 | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 佔有關事件前的現有已發 | | | 每股發行/出售 ...

Core Viewpoint - Macquarie's research report indicates that Vitasoy International's revenue in the mainland market for the third quarter has decreased by 9% year-on-year, with the plant-based milk category down by 10% and tea products up by 5%, showing a slowdown from double-digit growth in the same period last year [1] Group 1: Financial Performance - Revenue in the mainland market decreased by 9% year-on-year in Q3 [1] - Plant-based milk category revenue fell by 10% [1] - Tea category revenue increased by 5%, but growth has slowed compared to last year's double-digit figures [1] - Revenue in the Hong Kong market declined by 4% [1] Group 2: Management Insights and Future Plans - Management has observed a slight improvement in mainland market performance compared to the first half of the fiscal year [1] - The company plans to continue driving growth in the Hong Kong market [1] - There are plans to accelerate expansion into emerging channels such as online and snack chain stores [1] Group 3: Profit Forecast and Target Price - Macquarie has lowered Vitasoy's net profit forecasts for the fiscal years 2026 and 2027 by 16.3% and 13.3%, respectively [1] - The target price has been reduced from HKD 10 to HKD 7.4 [1] - The rating remains "Outperform" [1]

Core Viewpoint - Vitasoy International reported a revenue of HKD 3.227 billion for the six months ending September 30, 2025, representing a year-on-year decrease of 6% [1] Financial Performance - The gross profit margin slightly declined to 51.1% during the interim financial period, primarily due to increased trade promotion expenses and a decrease in product prices in mainland China, although some of the decline was offset by lower raw material costs and improved operational efficiency [1] - The profit attributable to equity holders was HKD 172 million, reflecting a year-on-year increase of 1% [1] Market Trends - In the mainland China market, the growth rate of plant-based milk and tea products is slowing, with consumers shifting from traditional retail channels to various online platforms, including social media and instant e-commerce platforms, as well as membership-based stores and chain snack shops [1] - The slowdown in traditional retail channels, which constitute a significant portion of the company's business, has not been fully compensated by the growth in e-commerce platforms and chain snack shops, leading to an overall revenue decline of 9% [1] Product Innovation - Despite the challenges, the company has managed to increase its market share in the soy milk and plant-based milk categories due to effective promotions and competitive pricing [1] - In the tea category, the successful launch of innovative products such as Vitasoy's Lemon Tea has contributed to an increase in market share [1]

维他奶国际(00345)跌近3%，触及6.48港元创去年10月下旬以来新低。截至发稿，跌2.84%，报6.49港 元，成交额1682.26万港元。 消息面上，维他奶国际昨日公布截至2025年9月30日止6个月中期业绩，收入32.27亿港元，同比减少 6%；毛利16.48亿港元，同比减少7%；公司股权持有人应占溢利1.72亿港元，同比增长1%。收入减少 6%主要由于中国内地业务受市况疲弱影响，表现面临挑战。 公告指出，在中国内地市场，植物奶及茶类产品类别增速正在放缓，消费者现由传统零售渠道转向多种 线上平台，包括社交平台及即时电商平台，以及会员制商店与连锁零食店。由于占公司业务显著份额的 传统零售渠道正在放缓，但在公司正在努力拓展规模的电商平台及连锁零食店渠道的增长未能完全抵销 上述影响，整体收入减少9%。 ...