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 [1][2]. 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% [2]. - 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 [2]. - The tea beverage segment continued to grow rapidly, generating revenue of 16.745 billion yuan, a 32.3% increase year-on-year, and representing 39% of total revenue [2]. Market Position and Challenges - Despite a three-month decline in market share for packaged drinking water products, Nongfu Spring maintained its position as the market leader in China [2]. - The company faced organized and prolonged attacks on its brand image in 2024, which contributed to the decline in revenue from its packaged drinking water segment [2]. Shareholder Meeting Outcomes - During the annual shareholder meeting on May 20, all proposals were approved, with shareholders holding a total of 8.984 billion shares, representing approximately 79.88% of the voting rights [1]. - The company announced a final dividend of 0.76 yuan per share, totaling approximately 8.547 billion yuan in dividends [1]. 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 [2]. - The stock experienced a slight decline of 0.13% on that day [2]. Company Overview - Nongfu Spring was established in September 1996, with a registered capital of approximately 1.125 billion yuan, focusing on the production and sale of natural water and beverages [3][4]. - The company has made direct investments in 76 enterprises across various regions, with 64 currently in operation [5]. - It has applied for hundreds of patents, primarily in design and utility models related to drinking equipment and packaging [5].