钟睒睒称农夫山泉目前所有产品无法代工

Core Viewpoint - The chairman of Nongfu Spring, Zhong Shanshan, stated that while the company does not oppose OEM (Original Equipment Manufacturer) production, it is currently not feasible due to the company's high dependency on water sources and its highly customized production system [3][4]. Financial Performance - In 2023, Nongfu Spring reported a revenue of 42.896 billion yuan, a year-on-year increase of 0.5%, and a net profit of 12.123 billion yuan, up 0.4% [4]. - The revenue from packaged drinking water products in 2024 was 15.952 billion yuan, a decline of 21.3% compared to the previous year, accounting for 37.2% of total revenue, down from 47.5% in 2023 [4]. - The tea beverage segment continued to grow rapidly, generating revenue of 16.745 billion yuan, a year-on-year increase of 32.3%, and accounting for 39% of total revenue [4]. Market Position - Despite the decline in revenue from packaged drinking water, Nongfu Spring maintained its position as the market leader in China's packaged drinking water sector [5]. - The company faced organized and prolonged attacks on its brand image in 2024, which contributed to a three-month decline in market share for its packaged drinking water products [4][5]. Shareholder Meeting Outcomes - During the annual shareholder meeting on May 20, all proposals were approved, with shareholders holding a total of 89.84 billion shares, representing approximately 79.88% of the voting rights [3]. - The company announced a final dividend of 0.76 yuan per share, totaling approximately 8.547 billion yuan in dividends [3]. Stock Performance - As of May 21, Nongfu Spring's stock closed at 38.55 HKD per share, with a total market capitalization of 433.6 billion HKD [5][6].