"奶酪第一股"上海妙可蓝多（600882）食品科技股份有限公司(简称"妙可蓝多")1月25日宣布，免去柴琇 副董事长、总经理、法定代表人职务。该公司同日发布的"关于参股并购基金进展及相关风险的提示性 公告""关于拟确认公允价值变动的公告"，揭示了柴琇被免职的真实原因。 根据公告，因妙可蓝多参股基金担保的吉林省耀禾经贸有限公司(简称"吉林耀禾")逾期未清偿对妙可蓝 多控股股东内蒙蒙牛的债务，内蒙蒙牛已对吉林耀禾提起仲裁，未来或启动对相关担保物的资产拍卖。 由于柴琇未履行该基金事项对妙可蓝多的补偿承诺，导致妙可蓝多可能出现财产损失，预计减少2025年 净利润超1亿元。与此同时，妙可蓝多已就柴琇承诺事项提出仲裁申请。 分析认为，柴琇因违规事项被妙可蓝多免职属于正常情况，可减少上市公司潜在风险。截至发稿，蒙牛 方面未对此事发表评论。 创始人柴琇被免职 公告显示，由于妙可蓝多参股的上海祥民股权投资基金合伙企业(简称"并购基金")及其下属主体担保的 吉林省耀禾经贸有限公司(简称"吉林耀禾")，逾期未清偿其对内蒙古蒙牛乳业(集团)股份有限公司(简 称"内蒙蒙牛"，妙可蓝多控股股东)负有的债务。内蒙蒙牛已对吉林耀禾及相关方提 ...

作者：顺安 1月25日晚，妙可蓝多发布公告称，公司副董事长、总经理以及法定代表人柴琇被免职，行政总经理蒯玉龙接任总经理一职，并担任公司法定代表人。 | | 离任 | 离任 | 原定任期 | 离任 | 是否继续在 上市公司 | 賞 体 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 时间 | 到期日 | 原因 | 及其控股子公司 | 职 | | | 副董事 | | | | 任职 | 务 | | | | | 2027 年 | | | | | 柴秀 | 长、总经 理以及 | 2026 年 1月23日 | 11月17日 | 免职 | 是 | 直 書 | | | 法定代 | | | | | | | | 表人 | | | | | | | | | | | | | 章 | | | | | | | | 書 | | | 行政总 | 2026 年 | 2027 年 | 工作 | | | | 蒯玉龙 | 经理 | 1月23日 | 11月17日 | 安排 | 是 | 财 | | | | | | | | 务 | | | | | | | | 总 | | | | | | | ...

Group 1 - The U.S. military's Abraham Lincoln aircraft carrier strike group is being deployed to the Middle East to promote peace and stability in the region [2] - The European Commission has launched a formal investigation into X platform, focusing on the potential risks associated with its AI chatbot, Grok, and whether appropriate measures have been taken [2] - Microsoft has released its second-generation AI chip, Maia 200, which is designed to reduce reliance on Nvidia chips and improve efficiency, achieving a 30% performance increase per dollar compared to its latest hardware [4] Group 2 - Apple has launched an upgraded version of AirTag, featuring a 50% increase in tracking distance and a louder speaker, while maintaining the same price of $29 [5][6] - Alibaba has introduced its flagship reasoning model Qwen3-Max-Thinking, which has over one trillion parameters and outperforms top international models in various evaluations [8] - Trump announced an increase in tariffs on various South Korean goods from 15% to 25% due to the failure of the South Korean legislature to ratify a trade agreement [9] Group 3 - The price of silver has seen a significant fluctuation, erasing a 14% gain, while gold has dropped below $5000 per ounce [11] - Yuhui Supermarket in Beijing has temporarily closed due to issues with the property management, despite having reopened after renovations less than a year ago [13][14] - The founder of Miaokelan Duo has been removed from his positions, with the company's stock price dropping by 1.77% following the announcement [15] Group 4 - KFC has made a slight price adjustment of an average of 0.8 yuan for its delivery products, while maintaining in-store prices unchanged [19] - Baicaowei has faced criticism for misleading consumers regarding the contents of its nut gift boxes, which contain significantly less nuts than advertised [20][21] - Tencent's CEO Ma Huateng emphasized the importance of saving users' time and improving efficiency through AI integration in their products during the company's annual employee meeting [30]

Core Viewpoint - The recent management changes at Miaokelando, including the removal of founder Chai Xiu and the appointment of Kuai Yulong as CEO, are seen as a strategic move to deepen collaboration with the controlling shareholder, Mengniu Dairy [2][12]. Management Changes - Chai Xiu was removed from the positions of Vice Chairman, General Manager, and Legal Representative on January 23, 2026, but will continue as a board member [5][8]. - Kuai Yulong, previously the CFO and General Manager, has been appointed as the new CEO [8][10]. Financial Implications - Mengniu Dairy increased its stake in Miaokelando from 36.77% to 37.04% by purchasing 1.3322 million shares [2][13]. - Miaokelando anticipates a significant impact on its net profit due to asset impairment related to a partnership fund, estimating a reduction of approximately 119 million to 127 million yuan for the fiscal year 2025 [6]. Strategic Direction - The management transition is expected to enhance operational efficiency and resource allocation within Miaokelando, leveraging Kuai Yulong's extensive experience in finance and strategy [11]. - The company aims to transition from a medium-sized food enterprise to a large-scale manufacturing entity by 2026, necessitating more structured and scientific management practices [10]. Collaboration with Mengniu - The partnership with Mengniu is set to deepen, focusing on supply chain integration, channel penetration, and innovation in product development [15]. - Miaokelando plans to utilize Mengniu's resources for brand marketing and to expand its market presence beyond children's products to a broader audience [15].

Core Viewpoint - The recent leadership change at Miaokelando, with Kuai Yulong replacing founder Chai Xiu as CEO, is seen as a strategic move to deepen collaboration with the controlling shareholder, Mengniu Dairy [1][3][20]. Group 1: Leadership Change - Kuai Yulong, previously the CFO and General Manager, has been appointed as the new CEO, while Chai Xiu remains a board member after being removed from the positions of Vice Chairman and General Manager [5][22]. - Chai Xiu's removal is linked to a failure to fulfill financial commitments related to a partnership fund, leading to arbitration proceedings initiated by the company [6][23][24]. Group 2: Financial Impact - The company anticipates significant financial implications from the arbitration, estimating a potential net profit reduction of approximately 119 million to 127 million yuan for the fiscal year 2025 due to asset impairment [8][24]. - Mengniu Dairy increased its stake in Miaokelando from 36.77% to 37.04% by acquiring 1.3322 million shares, indicating a strengthening of their investment [3][20]. Group 3: Strategic Direction - The leadership transition is expected to enhance operational efficiency and resource allocation within Miaokelando, leveraging Kuai Yulong's extensive experience in finance and strategic management [10][28]. - The company aims to evolve from a medium-sized food enterprise to a large-scale manufacturing entity by 2026, necessitating improved management practices [11][28]. Group 4: Collaboration with Mengniu - The partnership with Mengniu is set to deepen, focusing on supply chain integration, market penetration, and innovation in product development [15][31]. - Collaborative efforts will include leveraging Mengniu's extensive distribution channels and marketing resources to enhance Miaokelando's brand presence and product offerings [31][32].

Core Viewpoint - The appointment of Kuai Yulong as the new CEO of Miaokelando marks a significant transition to a new phase of professional management, focusing on data-driven growth and operational efficiency in the cheese industry [1][2]. Group 1: Management Transition - Kuai Yulong, previously the CFO and CEO of Miaokelando, brings extensive experience from Mengniu Group, which is expected to align with the company's current needs for strategic planning and operational excellence [1][4]. - The shift from a founder-led to a professional management approach is seen as essential for Miaokelando to refine its internal capabilities and prepare for long-term growth [2][3]. Group 2: Strategic Development - Miaokelando's 2025 strategy emphasizes a dual approach of "To C and To B" along with mergers and acquisitions to adapt to new market opportunities [2][3]. - The company aims to diversify its product offerings beyond children's snacks to include adult-oriented and B2B products, establishing itself as a comprehensive cheese enterprise [2][3]. Group 3: Operational Focus - The new management team is tasked with implementing the "dual-wheel drive" strategy effectively, expanding product lines to cover all age groups and enhancing B2B business as a growth driver [3][5]. - Key product innovation areas include upgrading children's products, expanding adult lines, and developing specialized B2B offerings, particularly in raw cheese technology to reduce import dependency [3][5]. Group 4: Collaboration with Mengniu - The leadership change is expected to deepen collaboration with Mengniu, enhancing supply chain integration and cost advantages through shared resources [7][8]. - Leveraging Mengniu's extensive distribution network will facilitate Miaokelando's market penetration, especially in underdeveloped markets [7][8]. Group 5: Organizational Evolution - Kuai Yulong's financial expertise is anticipated to foster a more structured and efficient operational framework, transitioning the company from a "people-driven" to a "process-driven" management style [6][9]. - The focus will be on building a professional, skilled, and collaborative team to support strategic execution and establish a closed-loop operation model [5][6].

一、信息披露义务人的基本信息 登录新浪财经APP 搜索【信披】查看更多考评等级 公司控股股东内蒙古蒙牛乳业（集团）股份有限公司保证向本公司提供的信息真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ ■ （一）身份类别 ■ （二）信息披露义务人信息 二、权益变动触及1%刻度的基本情况 上海妙可蓝多食品科技股份有限公司（以下简称"公司"）于2026年1月26日收到控股股东内蒙古蒙牛乳 业（集团）股份有限公司（以下简称"内蒙蒙牛"）出具的《关于妙可蓝多股份增持计划的实施进展告知 函》，内蒙蒙牛于2025年12月29日至2026年1月23日期间，通过集中竞价方式增持公司股票133.2219万 股，占公司总股本比例0.26%，触及1%的刻度。具体情况如下： ■ 三、其他说明 （一）本次权益变动系信息披露义务人执行已披露的股份增持计划所致，不涉及要约收购相关情形。具 体内容详见公司于2025年12月30日披露的《关于控股股东增持公司股份及后续增持计划的公告》（公告 编号：2025-108）。本次权益变动与控股股东此前已披露的计 ...

证券代码：600882 证券简称：妙可蓝多 公告编号：2026-011 上海妙可蓝多食品科技股份有限公司关于持股 5%以上股东权益变动触及1%刻度的提示性公告 公司控股股东内蒙古蒙牛乳业（集团）股份有限公司保证向本公司提供的信息真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 （一）身份类别 ■ （二）信息披露义务人信息 ■ 二、权益变动触及1%刻度的基本情况 上海妙可蓝多食品科技股份有限公司（以下简称"公司"）于2026年1月26日收到控股股东内蒙古蒙牛乳 业（集团）股份有限公司（以下简称"内蒙蒙牛"）出具的《关于妙可蓝多股份增持计划的实施进展告知 函》，内蒙蒙牛于2025年12月29日至2026年1月23日期间，通过集中竞价方式增持公司股票133.2219万 股，占公司总股本比例0.26%，触及1%的刻度。具体情况如下： ■ 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人的基本信息 （一）本次权益变动系信息披露义务人执行已披露的股份增持计划所致，不涉及要约收购相关情形。具 体内容详见公司于 ...

Group 1 - The founder of Miaokelan Duo, Chai Xiu, has been removed from his positions as Vice Chairman, General Manager, and legal representative, while retaining his board member role. The new General Manager, Kuai Yulong, is appointed from Mengniu, which holds a 37% stake in the company [1] - Mengniu has initiated arbitration and taken control of overseas assets due to overdue debts from Jilin Yaohua Trading, which were guaranteed by a merger fund. Chai Xiu had previously promised to fully compensate for losses caused by the fund guarantee but has not fulfilled this commitment [1] - Miaokelan Duo experienced rapid growth in its cheese stick business, with a compound annual growth rate of over 50% from 2018 to 2021. The recent personnel changes are intertwined with the company's debt risks, raising market concerns [1] Group 2 - Procter & Gamble reported a 1% increase in net sales for Q2 of fiscal year 2026, but net profit decreased by 7%. The growth was primarily driven by price increases to offset declining sales volumes [3] - The Chinese Ministry of Commerce announced that the wholesale and retail industry's added value is expected to reach 14.6 trillion yuan in 2025, a 5% year-on-year increase, accounting for 10.4% of GDP, marking a historical high [4] - A survey by the China Chain Store & Franchise Association indicated that 67% of chain supermarkets are expected to maintain or grow profits in 2025, a significant increase from 25% in 2024, reflecting an improvement in profitability [4] Group 3 - Sam's Club, Aldi, and Hema are set to expand their store openings in 2026, as traditional supermarkets face closures and new business models emerge. Membership and hard discount stores are leading the way [5] - ST Juewei, once a leading brand in the marinated food sector, is projected to incur a net loss of 160 million to 220 million yuan in 2025, marking its first annual loss since its listing in 2017 [7] - Heytea has remodeled over 130 stores in 2025, focusing on differentiated strategies and launching new product lines, while reducing collaboration with other brands [7] Group 4 - Haidilao reported a significant increase in customer traffic and sales of beef and lamb products, with over 1.6 million portions sold in three days during a cold snap [9] - Kudi Coffee has opened its first stores in France, Germany, and Spain, expanding its global presence to over 18,000 locations [9] - Walmart has signed an agreement to open its first Sam's Club store in Yunnan, indicating a strategic investment in the region [10] Group 5 - Dongpeng Beverage has signed a contract for its 14th production base in Chengdu, with an investment of 1 billion yuan to enhance supply capabilities in the southwest region [12] - Yili Group has been recognized in the Brand Finance 2026 Global Brand Value 500 list, with a brand value increase of 29.2%, ranking third in the global food industry [14] - JD.com has expanded its heated meal box service to 11 cities, enhancing its delivery capabilities with new technology [15]

| 今开 | 23.55 | | 最高 | 23.79 | | 成交量 | 12.43万手 | | --- | --- | --- | --- | --- | --- | --- | --- | | 昨收 | 23.75 | | 最低 | 22.70 | | 成交额 | 2.88亿 | | 换手率 | 2.44% | | 市盈(TTM) | 58.01 | | 总市值 | 118.64亿 | | 分时 | 五日 | 日K | 周Ｋ | 月K | 室K | 年K | 更多い | 1月25日，妙可蓝多（600882）连发数条公告，宣布其创始人柴琇因被"免职"，自1月23日起不再担任公司副董事长、总经理、法定代表人，但柴琇会继续 担任上市公司董事职务。同时公告称，柴琇存在未履行完毕的公开承诺。 | 姓名 | 离任 | 离任 | 原定任期 | 离任 | 是否继续在 上市公司 | 빛 体 | 是否存在 未履行完毕的 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 职务 | 时间 | 到期日 | 原因 | 及其控股子公司 | 职 | 公开承诺 | | | | ...