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Bloomberg· 2025-07-17 16:31
Canada’s finance minister signaled that any trade deal with the US is likely to include at least some tariffs, and repeated that the country’s dairy and poultry protections won’t be on the table during negotiations https://t.co/54Rmy4mVnx ...
Saputo Inc.: 2025 Annual General Meeting of Shareholders and Fiscal 2026 First Quarter Results
Globenewswire· 2025-07-17 14:00
MONTRÉAL, July 17, 2025 (GLOBE NEWSWIRE) -- Saputo Inc.'s Annual Meeting of Shareholders will be held on August 8, 2025, at 10:30 a.m. (Eastern Time), in a hybrid format. The Meeting will be conducted in-person at Lumi Experience – 1250 René-Lévesque Blvd. West, Suite 3610, Montréal, Québec, H3B 4W8, and by live webcast at this link. Fiscal 2026 First Quarter ResultsSaputo will release its fiscal 2026 first quarter results on Thursday, August 7, 2025. A press release will be issued after markets close, and ...
Aemetis India Appoints Chief Financial Officer
Globenewswire· 2025-07-17 12:00
CUPERTINO, Calif., July 17, 2025 (GLOBE NEWSWIRE) -- Aemetis, Inc. (NASDAQ: AMTX), a renewable natural gas and biofuels company, announced today that its India subsidiary, Universal Biofuels, appointed Anjaneyulu Ganji as Chief Financial Officer, commencing responsibilities on July 17, 2025. “The growing India economy has increased demand for energy, including biodiesel, ethanol, and compressed natural gas,” stated Sanjeev Duggal, Managing Director of Universal Biofuels. “To lead the expansion of Universal ...
庄园牧场: 兰州庄园牧场股份有限公司关于担保事项的进展公告
Zheng Quan Zhi Xing· 2025-07-16 16:26
证券代码:002910 证券简称:庄园牧场 公告编号:2025-038 兰州庄园牧场股份有限公司 关于担保事项的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述 兰州庄园牧场股份有限公司(以下简称"公司")于 2025 年 6 月 20 日召 开第五届董事会第八次临时会议,审议通过了《关于对全资子公司和全资孙公 司提供担保的议案》。同意公司为全资孙公司甘肃瑞嘉牧业有限公司(以下简 称"瑞嘉牧业")的贷款事项提供不超过人民币 3,000 万元的连带责任保证。 具体内容详见公司于 2025 年 6 月 21 日在《证券时报》《证券日报》《中国证 券报》《上海证券报》及巨潮资讯网(www.cninfo.com.cn)的《兰州庄园牧场 股份有限公司关于对全资子公司和全资孙公司提供担保的公告》(公告编号: 二、担保进展情况 近日,公司与兴业银行股份有限公司兰州分行签订了《最高额保证合同》 (合同编号:兴银兰(额保)2025第0089号),约定公司为瑞嘉牧业与兴业银行股 份有限公司兰州分行发生的债务提供最高本金限额3,000万元的担保。 三、被担 ...
顶着巨亏,乳企一边杀牛一边上新
东京烘焙职业人· 2025-07-11 05:27
Core Viewpoint - The dairy industry is experiencing a paradox where companies are launching new products despite facing significant losses due to declining raw milk prices and overall market challenges. This trend indicates a potential shift towards innovation and self-rescue among dairy brands [5][6][7]. Group 1: Market Dynamics - Over 80% of dairy companies are currently operating at a loss, yet there has been a surge in new product launches, with 17 companies introducing 31 new products in the last two months [6][7]. - The domestic dairy product market is expected to see an increase in new SKU numbers for key categories like ambient milk, low-temperature yogurt, and cheese, indicating a rapid pace of innovation [6][7]. Group 2: Reasons for New Product Launches - The primary reason for the introduction of new products is the poor sales performance of existing products, prompting brands to seek new market segments and consumer groups [10][11]. - The dairy industry is facing a supply-demand imbalance, with a projected 30% increase in dairy production in 2024, while consumption is only expected to grow by 3% [12]. Group 3: Pricing and Market Strategy - Dairy companies are launching new products at higher price points to maintain profit margins, as many new items exceed the average market prices of 10 yuan per liter for ambient milk and 20 yuan per liter for yogurt [13]. - There is a notable shift towards low-temperature dairy products, which now account for 60% of new launches, reflecting changing consumer preferences for fresher, healthier options [15][16]. Group 4: Target Consumer Segments - The silver-haired population and the trend of "snackification" represent significant opportunities for dairy innovation, addressing health needs and emotional value [17][18]. - The silver-haired demographic, despite being large, has low dairy consumption due to dietary habits and lactose intolerance, presenting a challenge for brands to meet their nutritional needs [18][19]. Group 5: Innovation and Marketing Strategies - Successful dairy products are increasingly driven by flavor and fun rather than just nutrition, with brands leveraging social media for marketing [20][21]. - Innovative product forms, such as the cross-category "frozen yogurt" from Jianai, exemplify how brands can extend shelf life and enhance consumer engagement through unique packaging and consumption experiences [21][22]. Group 6: Industry Outlook - The dairy sector is at a critical juncture requiring structural changes to avoid homogenization and enhance product value [24]. - Companies must focus on creating unique value propositions, whether through technological advantages or deep market understanding, to thrive in a competitive landscape [25].
高盛-中国必选消费:据传中国计划推出全国性育儿补贴;IMF分析乳制品覆盖相关影响
Goldman Sachs· 2025-07-07 15:45
Per media reports, the government is reportedly planning to roll out nationwide maternity/child-raising subsidies amount to Rmb3,600 per annum for each legally born infant/young child until they reach 3 years old, equivalent to Rmb300 per month. For children born before Jan 1, 2025, and under 3 years old, the subsidy would be calculated proportionally based on the number of months they are eligible. Specifically, per the media report, the central government policy would feature: 1) An extended duration of 3 ...
Infortar's subsidiary completed the acquisition of shares in Estonia Farmid OÜ
Globenewswire· 2025-07-07 11:30
Group 1 - OÜ Infortar Agro has acquired a 96.6% shareholding in Estonia Farmid OÜ after receiving approval from Estonian and Latvian Competition Authorities [1][2] - The acquisition is part of Infortar's strategy to enhance its position in the dairy industry, which is a significant sector in Estonia known for high-quality milk production [3] - Infortar Agro cultivates 13,100 hectares of land, accounting for 1.33% of Estonia's arable land, and operates dairy farms with a total of 8,200 dairy cows, producing 160 tons of milk daily, representing 6.5% of Estonia's total milk output [5] Group 2 - The company aims to integrate the dairy industry with circular economy principles and renewable energy, proposing the establishment of biomethane plants to produce fuel alongside high-quality milk [4] - Infortar operates across seven countries with diverse activities including maritime transport, energy, and real estate, employing a total of 6,296 people [8] - The transaction is not considered significant under NASDAQ Tallinn Stock Exchange rules and does not impact Aktsiaselts Infortar's overall activities [6]
南方乳业北交所IPO:业绩增速放缓,产品曾遭通报、投诉
Qi Lu Wan Bao· 2025-06-26 08:40
Core Viewpoint - Guizhou Southern Dairy Co., Ltd. is planning to publicly issue stocks and list on the Beijing Stock Exchange, having passed the guidance acceptance by the China Securities Regulatory Commission [1] Company Overview - Southern Dairy primarily engages in the manufacturing and sales of dairy products and milk-containing beverages, with major products including various low-temperature dairy products, room-temperature dairy products, milk-containing beverages, and fresh milk [4] - The company owns brands such as "Shan Hua," "Hua Du Pasture," and "Gui Cao" [4] Industry Context - Domestic milk production in China has been on the rise, reaching a peak in 2023, but is expected to see a slight decline in 2024 due to an imbalance in supply and demand in the fresh milk market [4] - The industry is projected to achieve supply-demand balance by 2025 [4] Financial Performance - In the reporting period from 2022 to 2024, the company reported revenues of 1.575 billion, 1.805 billion, and 1.817 billion yuan, with net profits of 173 million, 200 million, and 209 million yuan respectively [5] - The company's revenue growth has significantly slowed down, with a year-on-year revenue increase of only 0.65% in the latest reporting period [5] - The gross profit margin improved from 24.44% to 28.15% year-on-year [5] Challenges and Risks - The company faced a significant decrease in investment income, reporting a loss of 7.5949 million yuan, down 83.84% year-on-year, primarily due to losses from associated companies [6] - The company also experienced a substantial increase in losses from asset disposals, amounting to 45.2614 million yuan, a 363.33% increase year-on-year [6] - Southern Dairy's revenue is highly concentrated in Guizhou province, with over 90% of its main business income coming from this region, which poses risks if market conditions change [6] Management Changes - The company has seen two chairmen resign within a year, with the latest chairman resigning due to organizational changes [6] Product Quality Concerns - Southern Dairy has faced issues with product quality, including instances of non-compliance in safety inspections, which could damage its brand image [7][9] - Complaints from consumers regarding product quality have been reported, indicating potential issues in quality control [11]
REMINDER: Astro Yogurt Brand Unveils “So Canadian” Flyover Welcome Message for Toronto Pearson International Airport Arriving Passengers, Ahead of Canada Day
GlobeNewswire News Room· 2025-06-23 10:30
Group 1 - Lactalis Canada is launching a new "So Canadian" campaign for its Astro yogurt brand in celebration of Canada Day [1][2] - The campaign includes the unveiling of a rooftop mural at the Astro processing facility, which will be visible to passengers flying into Toronto Pearson International Airport [2] - The event will feature remarks from Lactalis Canada President & CEO Mark Taylor, along with other executives and community partners, and will include Canadian-inspired festivities [2][4] Group 2 - Lactalis Canada has over 140 years of brand heritage and is a leader in the Canadian dairy industry, with iconic brands such as Cracker Barrel, Black Diamond, and Astro [5] - The company operates more than 30 sites, including 20 manufacturing facilities across Canada, employing over 4,000 individuals [5] - Lactalis Canada has been recognized as one of Forbes' 2025 Best Employers in Canada and one of Greater Toronto's Top Employers for 2025 [5]
腾讯视频会招商:《长安的荔枝》投放品牌超30家
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-19 05:09
21世纪经济报道记者贺泓源、实习生李晴 报道 另外,认养一头牛还借着剧集大热,推出了岭南妃子笑荔枝风味发酵乳和茉莉荔枝风味鲜牛乳冰淇淋两 款限定新品。前述新品也对《长安的荔枝》做了投放。 以上种种,都显示出,市场对于《长安的荔枝》的认可。 需要看到的是,当下,热度最高的剧集并非《长安的荔枝》。 云合数据显示,在6月17日的热播剧排名中,《临江仙》排名第一,《长安的荔枝》排名第二。 《长安的荔枝》对腾讯视频来说是笔好买卖。 据21世纪经济报道记者不完全统计,截至2025年6月18日,该剧投放品牌已超30家。包括天猫、唯品 会、脉动、五粮春、奥利奥、长安汽车、滴滴租车、百威、农夫山泉等头部品牌。 从产品端,百果园在《长安的荔枝》预热期就推出了"贵妃同款"A级妃子笑荔枝;瑞幸也推出了与该剧 联名的多款产品。 从乳业的"过饱和"投放,也能感受到市场对于《长安的荔枝》的热情。包括飞鹤、爱他美、美赞臣、海 普洛凯在内的诸多婴配粉品牌,伊利旗下舒化奶、甄稀冰淇淋、安慕希酸奶、宫酪,蒙牛旗下每日鲜语 等均在该剧有所投放。 显然,从招商上,《长安的荔枝》要比《临江仙》成熟。 背后的腾讯视频功不可没。 "《长安的荔枝》的荔枝整体 ...