安德利2020年9月18日在上交所上市，公开发行股票数量为2000万股，发行价格为7.60元/股，保 荐机构为华英证券有限责任公司，保荐代表人为解丹、葛娟娟，联席主承销商国泰君安证券股份有限公 司（现已更名国泰海通）。安德利发行募集资金总额为15,200.00万元，扣除发行费用后募集资金净额 为12,150万元。安德利2020年9月4日披露的招股书显示，公司拟募集资金12,250万元，拟用于多品种 浓缩果汁生产线建设项目。 中国经济网北京9月30日讯 安德利（605198.SH）昨晚发布控股股东减持股份计划公告。 截至减持计划披露日，DonghuaFruitIndustryCo.,Ltd.（以下称"BVI东华"）持有安德利股份 58,779,459股，约占公司总股本的17.23%。上述股份为公司首次公开发行前取得的股份，已于2023年 9月18日起上市流通。 BVI东华计划通过集中竞价方式减持公司股份数量不超过3,412,000股，即不超过总股本的1.00%。 减持期间为公告之日起15个交易日后的3个月内。减持价格视市场价格确定。若减持计划实施期间公司 有送股、资本公积金转增股本、配股等股份变动事项，上述股份 ...

此前安德利果汁发布2025年半年度主要经营数据，主营业务收入约人民币9.46亿元，同比增加50.2%， 其中果汁、香精收入约9.17亿元，同比增加53.01%，饲料收入约2895.68万元，同比减少5.01%。 香港联交所最新资料显示，9月29日，安德利（605198）果汁(02218)股东将股票存入凯基证券亚洲，存 仓市值1.60亿港元，占比14.14%。 ...

Group 1 - The global beverage market demand is surging, leading to a significant increase in juice exports from Weinan, with 14,000 tons exported in the first half of the year, valued at 130 million yuan, representing a year-on-year growth of 85.5% [1] - From January to July, Weinan Customs supervised juice exports totaling 30,000 tons, worth 320 million yuan, marking a year-on-year increase of 70.8%, including various types such as concentrated apple juice and concentrated pear juice [1] - Weinan is a core production area for fresh apples in China, benefiting from unique climatic conditions that enhance fruit quality, leading to a robust juice industry with a complete processing chain [1] Group 2 - To support enterprises in expanding exports, Weinan Customs has established a regulatory service studio for agricultural and food products, implementing various facilitation measures to enhance product traceability and quality management [2] - The customs authority aims to continuously improve the efficiency and service level of agricultural and food product regulation, focusing on local specialties and exploring the export potential of high-quality agricultural products [2]

Group 1 - The core viewpoint is that the juice export industry in Weinan is experiencing significant growth, with a notable increase in both volume and value of exports due to rising global demand for beverages [1][2] - Weinan Haoliyuan Fruit Industry Co., Ltd. exported 14,000 tons of juice in the first half of the year, generating a revenue of 130 million yuan, which represents an 85.5% year-on-year increase [1] - From January to July, Weinan Customs supervised juice exports totaling 30,000 tons, valued at 320 million yuan, marking a 70.8% year-on-year growth, with products being popular in markets such as the USA, Australia, Canada, and Singapore [1] Group 2 - Weinan Customs has established a regulatory service studio for import and export agricultural products, implementing various supportive measures to enhance the export capabilities of local enterprises [2] - The customs authority aims to improve the efficiency and service level of agricultural product regulation, focusing on unique local products to boost export quality and quantity [2]

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and effective strategic implementation [1][2]. Financial Performance - The company achieved operating revenue of 1.007 billion yuan, a year-on-year increase of 39.68% [1]. - The net profit attributable to shareholders was 25.08 million yuan, reflecting a substantial year-on-year growth of 2149.03% [1]. - The net cash flow from operating activities reached 875 million yuan, up by 110.62% compared to the previous year [1]. Business Operations - The main products, including juice, spices, and fructose, contributed 999 million yuan in revenue, marking a 39.40% increase year-on-year [1]. - The company emphasized strategic guidance and goal orientation, focusing on internal capabilities as a priority for high-quality development [1]. Strategic Initiatives - The company is implementing a strategic plan under the "14th Five-Year" development framework, ensuring precise execution of planning goals and dynamic evaluation of work effectiveness [1]. - A monthly follow-up mechanism has been established to support the implementation of strategies, ensuring continuous effectiveness in achieving high-quality outcomes [1]. Management Practices - The company is committed to lean management, focusing on practical improvements and effective project execution to enhance operational management and stabilize core business development [2]. - Key improvement projects are being actively pursued to achieve sustained quality and efficiency [2]. Technological Advancements - The company is responding to national technology strategies by advancing project progress and has been awarded a pilot demonstration base for technology verification [2]. - The company has obtained three patent authorizations during the reporting period, enhancing its technological barriers and market competitiveness [2]. Mergers and Acquisitions - The company is planning to acquire 100% of China Electronics Engineering Design Institute through a share issuance and is actively progressing with the transaction [2]. - The Electronics Institute provides services in advanced electronic information manufacturing and smart city construction, contributing to the company's strategic growth [2].

Core Insights - The export of fruit juice from Weinan has seen significant growth, with a total of 30,000 tons exported in the first seven months of the year, valued at 320 million yuan, representing a year-on-year increase of 70.8% [1] - The favorable climatic conditions in the Weibei Plateau contribute to the high quality of fruit juice produced, making it popular in both domestic and international markets [1] - Weinan's juice industry has developed a complete processing chain, including concentrated juice, NFC juice, and fruit pulp, which are well-received in markets such as the United States, Australia, Canada, and Singapore [1] Industry Developments - The Weinan Haikou has established a regulatory service studio for import and export agricultural products, enhancing the efficiency of customs supervision and providing guidance to enterprises on product traceability and quality management [1] - The company reported a remarkable increase in juice exports in the first half of the year, with 14,000 tons exported, valued at 130 million yuan, marking an 85.5% year-on-year growth [2] - The Weinan customs authority aims to continue improving the regulatory efficiency and service level for agricultural products, focusing on enhancing the export potential of high-quality agricultural products [2]

Core Viewpoint - The company reported strong revenue and profit growth for the first half of 2025, driven by high performance in the juice business and significant international sales growth [1][2]. Financial Performance - For H1 2025, the company achieved revenue of 948 million yuan, a year-on-year increase of 49.97%, and a net profit attributable to shareholders of 201 million yuan, up 50.3% year-on-year [1]. - In Q2 2025, revenue reached 518 million yuan, reflecting a year-on-year growth of 43.24%, with a net profit of 115 million yuan, an increase of 42.94% year-on-year [1]. - The juice and flavor business generated revenue of 917 million yuan in H1 2025, a year-on-year increase of 53.01%, while the feed business saw a revenue decline of 5.01% to 29 million yuan [1]. Regional Performance - Domestic revenue for H1 2025 was 273 million yuan, up 24.14% year-on-year, while international revenue reached 673 million yuan, a significant increase of 64.19% year-on-year [1]. - By region, revenue from the Americas was 250 million yuan, up 104.2% year-on-year; Asia generated 507 million yuan, a 34.4% increase; Europe saw a decline of 19.1% to 82 million yuan; Africa's revenue dropped 66.8% to 47 million yuan; and Oceania's revenue increased by 44.2% to 62 million yuan [1]. Profitability Metrics - The gross margin for H1 2025 was 23.93%, a decrease of 3.60 percentage points year-on-year, while Q2 2025 gross margin was 25.33%, down 3.73 percentage points year-on-year [2]. - The net profit margin remained stable, with Q2 2025 attributable net profit margin at 22.20%, a slight decrease of 0.05 percentage points year-on-year, primarily due to reduced credit impairment losses [2]. Capacity Expansion and Future Outlook - The company is expanding its production capacity and enhancing its product matrix, which is expected to further increase market share. Recent investments include a 160 million yuan project in Huludao City to build a juice processing line, projected to process 120,000 tons of apples and pears annually, generating an estimated annual output value of 200 million yuan [3]. - Revenue projections for 2025-2027 are 1.826 billion yuan, 2.097 billion yuan, and 2.306 billion yuan, representing year-on-year growth rates of 28.75%, 14.86%, and 10.00%, respectively. Net profit estimates for the same period are 385 million yuan, 423 million yuan, and 473 million yuan, with corresponding year-on-year growth rates of 47.59%, 9.95%, and 11.89% [3].

Core Viewpoint - Andeli (605198.SH) reported a significant increase in both revenue and net profit for the first half of 2025, driven primarily by a rise in sales volume of concentrated juice products [1] Financial Performance - The company's operating revenue reached 948 million yuan, representing a year-on-year growth of 49.97% [1] - Net profit attributable to shareholders was 201 million yuan, showing a year-on-year increase of 50.26% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 197 million yuan, reflecting a year-on-year growth of 41.20% [1] - Basic earnings per share stood at 0.58 yuan [1] Revenue Drivers - The substantial increase in revenue and profit is primarily attributed to the rise in sales volume of concentrated juice [1]

Core Insights - The company, Andeli Juice (02218), reported a significant increase in its main business revenue for the first half of 2025, amounting to approximately RMB 946 million, which represents a year-on-year growth of 50.2% [1] - Revenue from juice and flavoring products reached approximately RMB 917 million, showing a year-on-year increase of 53.01% [1] - Revenue from feed products was approximately RMB 28.96 million, reflecting a year-on-year decrease of 5.01% [1]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the first half of 2025, driven primarily by increased sales of its main product, concentrated apple juice [1] Financial Performance - The company achieved a revenue of 948 million yuan, representing a year-on-year increase of 49.97% [1] - The net profit attributable to shareholders was 201 million yuan, reflecting a year-on-year growth of 50.26% [1] Product Performance - The main product of the company is concentrated apple juice, with a notable increase in sales volume contributing to the substantial rise in both revenue and profit [1]