对蒙牛集团而言，该项目是集团可持续发展战略的关键实践。水足迹核算方法和管理经验具备复制与推 广价值，未来将逐步延伸至更多产品线，推动全产业链的水资源管理升级。蒙牛集团方面表示，将持续 把可持续发展理念贯穿研发、生产与运营，以实际行动带动更多行业伙伴关注绿色发展，共同打造资源 节约型、环境友好型食品生态。 在国家"双碳"战略深入推进的背景下，水资源高效利用正成为食品企业绿色转型的重要课题。近日，蒙 牛集团携手上海英格尔认证有限公司（以下简称"ICAS英格尔认证"），共同完成了核心冰品"冰+海盐 柠檬雪泥"产品的水足迹核查项目，为乳制品行业水足迹管理树立了专业标杆。 据悉，此次核查严格遵循ISO14017、ISO14040、ISO14044及ISO14046等国际标准，并对标联合国相关 组织的水足迹核算规范。ICAS英格尔认证以科学性和权威性为原则，从标准依据到执行流程全程把 控，确保核查结果的合规性与可信度，为蒙牛水资源精细化管理提供了坚实的数据支撑。 与传统核查不同，ICAS英格尔认证不仅交付数据结果，更结合企业生产实际进行深度分析，明确水资 源管理重点，并提出节水优化建议，实现了从合规到价值赋能的提升。 作 ...

智通财经APP讯，蒙牛乳业(02319)公布，2025年9月10日耗资300.286万港元回购20万股股份。 （原标题：蒙牛乳业(02319)9月10日耗资300.286万港元回购20万股） ...

蒙牛乳业(02319)公布，2025年9月10日耗资300.286万港元回购20万股股份。 ...

Group 1 - On September 10, Yili Co., Ltd. executed a block trade of 1.5444 million shares, with a transaction value of 44.1081 million yuan, accounting for 2.43% of the total transaction volume for that day [1][2] - The transaction price was 28.56 yuan, which represents a premium of 0.46% compared to the market closing price of 28.43 yuan [1][2]

瑞财经 吴文婷9月8日，菊乐股份发布公告称，接公司实际控制人、董事长童恩文家属的通知，童恩文于2025年9月6日下午去世，享年78岁。 前不久，菊乐股份第三届董事会第十七次会议召开。董事会作出决定：在童恩文缺席期间，由其女婿、美籍高管GAO ZHAOHUI代行董事长职权，同时兼任 战略与发展委员会主任委员等关键职务。 值得注意的是，菊乐股份正在冲刺北交所IPO，而这也是其第五次冲击IPO。 二、议案审议情况 公告称，童恩文自1966年参加工作以来，将毕生心血倾注于"菊乐"事业。童恩文的离世，使公司失去了一位伟大的企业家、一位睿智的导师和一位慈祥的长 者，他留下的宝贵物质与精神财富，将持续滋养和引领公司未来的发展。 童恩文通过直接及间接方式控制公司73.35%的表决权，为公司实际控制人。其所持的公司股份将按相关法律法规办理相关手续，公司将根据后续事项进展 情况及时履行信息披露义务。 而菊乐股份的主营业务为含乳饮料及乳制品的研发、生产和销售。截至发稿时，公司官网已调整为黑白界面，以示哀悼。 (一)审议通过《关于推举董事 GAO ZHAOHUI 先生代为履行董事长职务的议 公告编号: 2025-041 案》 1.议 ...

Core Insights - Lenovo and Yili have formed a strategic partnership to create a global intelligent supply chain ecosystem, enhancing Yili's digital transformation from production to consumer services [1][3] Group 1: Supply Chain and Production - Yili's smart factory utilizes automated production lines capable of processing over 7,000 tons of fresh milk daily and filling 40,000 packages per hour, making it the fastest milk production line globally [1] - The supply chain control tower system developed by Lenovo and Yili integrates over 80 supply indicators and 140 promotional product indicators, significantly reducing risks related to raw material expiration, excess inventory, and stockouts [2] - The introduction of a unified VOC (Voice of Customer) intelligent mining management platform allows Yili to close the loop on problem discovery and business improvement, enhancing consumer satisfaction [2] Group 2: Digital Transformation and AI Integration - Yili's digital transformation includes a comprehensive consumer digital platform that supports over 20 mini-programs for purchasing, after-sales, product co-creation, and health consultations [3] - The partnership emphasizes that digitalization is not a solitary endeavor; the integration of AI is expected to accelerate industry transformation and connect various sectors [3][5] - Lenovo's full-stack AI strategy aims to enhance productivity and innovation across personal, enterprise, and urban applications, with a focus on smart decision-making in cities [4] Group 3: Industry Impact and Future Outlook - The collaboration between Lenovo and Yili is seen as a benchmark for AI transformation in China's manufacturing sector, with expectations for continued advancements as the national "Artificial Intelligence +" initiative progresses [5] - Lenovo's intelligent agent matrix provides long-term services for government and enterprise clients, while also catering to small and medium-sized enterprises and individual customers [4] - The Chinese government's policy aims for AI applications to achieve over 70% penetration in key sectors by 2027 and over 90% by 2030, positioning intelligent economy as a crucial growth driver [4]

人民财讯9月10日电，燕塘乳业（002732）9月10日在互动平台表示，公司产品有进入盒马鲜生销售。 ...

Core Viewpoint - The passing of the founder and chairman of Sichuan Jule Food Co., Ltd. (Jule Co.) marks a critical juncture for the company as it approaches its fifth attempt at going public, raising concerns about leadership succession and market positioning [2][4]. Group 1: Leadership Transition - The actual controller and chairman, Tong Enwen, passed away on September 6, 2025, at the age of 78 [1]. - Gao Zhaohui, Tong's son-in-law, has been appointed to assume the chairman's responsibilities since July 2025 due to Tong's health issues [4][3]. - Tong Enwen had initiated leadership succession planning in 2011, ensuring a smooth transition of management [4][3]. Group 2: IPO Attempts and Challenges - Jule Co. has made five attempts to go public, with the latest application submitted to the Beijing Stock Exchange in 2025 [6]. - Previous attempts included four submissions to the Shenzhen Stock Exchange, with applications withdrawn in 2017 and 2019 [6]. - The company faced regulatory scrutiny due to financial irregularities, including a case of fund misappropriation amounting to approximately 95.78 million yuan [6][7]. Group 3: Financial Performance and Market Position - Jule Co.'s revenue for 2022, 2023, and 2024 was reported at 1.472 billion yuan, 1.562 billion yuan, and 1.641 billion yuan, respectively, with net profits of 172 million yuan, 196 million yuan, and 232 million yuan [8]. - The company holds approximately 0.82% market share in China's dairy beverage market, ranking eighth, and 0.97% in the yogurt market, ranking fourth [8]. - The company's revenue dependency on the Sichuan market has decreased from over 90% in 2019-2020 to about 76.03% in 2024, following the acquisition of Heilongjiang Huifeng Dairy [8]. Group 4: Regulatory and Market Expansion Concerns - The Beijing Stock Exchange has raised questions regarding Jule Co.'s market position and expansion capabilities, particularly in light of its reliance on the Sichuan market [9]. - The company's fermented milk business has seen a decline in revenue, dropping from approximately 354 million yuan in 2022 to about 301 million yuan in 2024 [9]. - Experts suggest that while Jule Co. has potential for profitability, its competitive strength remains concentrated in Sichuan, making expansion challenging [10].

Core Viewpoint - The passing of the founder and chairman of Jule Food Co., Ltd. marks a critical juncture for the company as it approaches its fifth attempt at going public, raising concerns about leadership succession and market positioning [2][5]. Group 1: Leadership Transition - The actual controller and chairman, Tong Enwen, passed away on September 6, 2025, at the age of 78 [1]. - Gao Zhaohui, Tong's son-in-law, has been appointed to assume the chairman's responsibilities since July 2025 due to Tong's health issues [4]. - Tong Enwen had initiated leadership succession planning in 2011, ensuring a smooth transition of management [4]. Group 2: Company History and Achievements - Tong Enwen had a significant career, holding various leadership roles since 1966, including the founding of the "Jule" brand in 1984 [3]. - The company has been recognized for its innovation, particularly in the development of the steviol glycoside extraction process [3]. Group 3: IPO Attempts and Challenges - Jule Food has made five attempts to go public, with the latest application submitted to the Beijing Stock Exchange shortly before Tong's passing [5]. - Previous attempts at listing on the Shenzhen Stock Exchange faced multiple setbacks, including the withdrawal of applications and regulatory issues [5][6]. - The company has faced scrutiny from the China Securities Regulatory Commission due to financial irregularities, which have since been addressed [6]. Group 4: Financial Performance and Market Position - Jule Food's revenue for 2022, 2023, and 2024 was reported at 1.472 billion, 1.562 billion, and 1.641 billion respectively, with net profits of 172 million, 196 million, and 232 million [7]. - The company holds approximately 0.82% market share in China's dairy beverage market, ranking eighth, and 0.97% in the blended yogurt market, ranking fourth [7]. - The company has reduced its reliance on the Sichuan market, with revenue from this region dropping to about 76.03% in 2024 [7][8]. Group 5: Regulatory and Market Expansion Concerns - The Beijing Stock Exchange has raised questions regarding Jule Food's market position and expansion capabilities, particularly in light of its reliance on the Sichuan market [8]. - The company has faced declining revenue in its fermented dairy segment, attributed to increased competition and limited consumer demand [8]. - Experts suggest that while Jule Food has potential for profitability, its competitive strength remains concentrated in Sichuan, making broader market penetration challenging [9].

Core Insights - Oatmeal is gaining importance in Chinese dietary culture due to its nutritional and economic value, driven by increasing health awareness and dietary improvements [1] - The "Consensus on Oatmeal and Health (2025)" was released by five authoritative institutions to promote healthy consumption and encourage increased oatmeal intake [1][2] Group 1: Health Benefits of Oatmeal - The "Consensus" highlights the rising public health challenges in China, such as obesity, diabetes, hypertension, and cardiovascular diseases, attributing these issues to poor dietary structure [2] - Oatmeal is recognized as one of the most nutritious whole grains, positively impacting blood lipid levels, heart health, blood sugar management, and gut health, making it suitable for chronic disease patients [2][7] - The consensus recommends enhancing public nutrition education and dietary guidance to incorporate whole grains like oatmeal into daily diets [2] Group 2: Oat Milk Innovation - Oat milk has emerged as a popular product since OATLY introduced it to China in 2018, revitalizing traditional oatmeal through technological advancements and innovative marketing [3][4] - The enzymatic process used to produce oat milk retains key components like β-glucan, aligning with the consensus's goals of improving palatability, convenience, and reducing cooking difficulty [3][7] - OATLY has developed various oat milk products tailored to Chinese consumer preferences, including low-GI options to help manage post-meal blood sugar levels, with positive market feedback [6][7]