从北岛资产具体情况来看，此次出售的资产包含Pokeno工厂、RPD场地、JerryGreen仓库及租赁场地上 的设备等相关资产。其中，Pokeno工厂位于毗邻北岛奶源地，原奶运输最远距离不超过150公里，该工 厂于2020年竣工，年产能为4万吨，是具备先进水平的营养粉生产基地，可生产高品质工业粉、营养配 方奶粉等多种产品。RPD场地主要用于安装奶粉产品混合及罐装线，对Pokeno工厂的生产流程起到补充 作用；JerryGreen仓库则用于储存成品与原料。 截至2024年12月31日，北岛资产账面原值为4.4亿新西兰元，账面净值约为2.82亿新西兰元。受产能利用 率不足影响，该部分资产在2025财年的息税前利润(EBIT)约亏损2000万新西兰元。 作为曾经乳业市场的佼佼者，光明乳业如今面临多重挑战。对于此次资产出售，光明乳业表示，多重不 利因素的综合影响，北岛资产已难以肩负起作为收入支柱的重任。通过出售北岛资产，新莱特可以有效 化解当下所面临的经营困境，将资源与精力聚焦于核心主营业务。北岛资产出售将为新莱特带来充足现 金流，用于偿还债务，未来运营资金贷款所需额度也将减少，将大幅下降利息成本，符合新莱特当前降 ...

Core Insights - The article highlights the transformation of China's dairy industry from traditional manufacturing to precision nutrition, emphasizing the importance of deep processing in meeting consumer demands for healthier and more functional dairy products [1][2][3]. Group 1: Industry Trends - The dairy market is shifting from basic nutrition to functional precision, with consumers seeking products that offer natural and targeted nutritional benefits [2][3]. - Despite improvements in raw milk quality and standardized farming practices, the industry faces challenges in deep processing capabilities, with a low proportion of high-value products and a reliance on imports for key functional ingredients [2][3]. Group 2: Technological Advancements - The dairy industry is progressing through three stages: 1.0 focuses on nutrition preservation, 2.0 on nutrition optimization, and 3.0 on precision nutrition, which emphasizes deep processing to extract and retain natural nutrients effectively [3][4]. - Yili has made significant breakthroughs in deep processing technologies, such as the directional protection technology for lactoferrin, increasing its retention rate from 10% to over 90% [4][5]. Group 3: Yili's Innovations - Yili has developed a "拆、切、递" (disassemble, cut, deliver) technology chain to meet personalized nutrition needs, achieving a high retention rate of 91.2% for core natural nutrients [5][6]. - The Yili Health Valley serves as a comprehensive ecosystem for deep processing, integrating smart manufacturing and advanced technologies to enhance production efficiency and product quality [6][7]. Group 4: Future Outlook - Yili aims to lead the transformation of the dairy industry by leveraging technological innovations and a collaborative ecosystem, positioning itself as a key player in providing personalized nutrition solutions [7][8]. - The company emphasizes that deep processing is not only a technical challenge but also a strategic necessity for ensuring control over key dairy ingredients and meeting national health needs [7][8].

Group 1 - The company Yidao Information (001314) is planning to acquire controlling stakes in Guangzhou Langguo Electronic Technology Co., Ltd. and Shenzhen Chengwei Information Co., Ltd. through a share issuance and cash payment, while also raising supporting funds [2][4] - This transaction is expected to constitute a major asset restructuring and is anticipated to involve related party transactions, but will not lead to a change in the actual controller of the company [2] - Yidao Information's stock will be suspended from trading starting September 29, with the suspension expected to last no more than 10 trading days [2] Group 2 - Langguo Technology, established in 2013 with a registered capital of approximately 75.76 million yuan, focuses on smart device solutions in the AIoT field and has partnerships with well-known brands such as TCL and BOE [4][6] - Chengwei Information, founded in 2005 with a registered capital of about 59.52 million yuan, specializes in RFID technology and biometric recognition, and has been undergoing IPO guidance since June 16, 2022 [6][4] Group 3 - Yidao Information is an intelligent electronic product and solution provider, with a diverse product matrix covering various application scenarios, including smart manufacturing and retail [9] - In the first half of 2023, Yidao Information achieved revenue of 1.52 billion yuan, a year-on-year increase of 19.24%, and a net profit of 11.41 million yuan, up 96.02% year-on-year [9][10] - The company has been actively investing in R&D, launching several innovative products, including AI industry terminals and AI digital humans, contributing to revenue growth [10]

"新鲜"，是刻在广州人饮食基因里的关键词。饮早茶，讲究"即叫即蒸"；逛市场，必选"生生猛猛"。这 份对鲜活的执着，将在本届"Young城点心季"得到最直接的回应。9月28日，第二届"Young城点心季"将 在广州市文化馆启动。活动由广州市商务局、广州市文化广电旅游局和广州市体育局联合主办，广州日 报报业集团（广州日报社）承办。届时，多家老字号与点心名店将把晨间即制的鲜品点心呈送到市民游 客手中。 一系列"新鲜"热辣的权威信息将在现场发布。"Young城最受欢迎的十大名点"公众票选结果将隆重揭 晓。同时，"食在广州"百款小吃地图也将首次发布，为市民和游客探索城市美味提供全新攻略。 9月28日，一起来广州市文化馆，赶一场独一无二的"新鲜市集"，沉浸式品新鲜制作的点心，玩新鲜有 趣的互动，拍新鲜出圈的景致，见证新鲜出炉的榜单，一同品味广州的鲜活魅力吧！ 本次活动特别设置"新鲜站"，希望为市民游客带来清晨的新鲜体验。届时，广州本土乳业品牌越秀风行 牛奶将把"仙泉湖牧场"当日最新鲜的气息直接带到点心市集上来。 在"新鲜站"的互动区，市民不仅可以畅饮这款本土鲜奶，还可在现场工作人员的指导下，尝试用这 杯"新鲜"制作一份创 ...

Investment Rating - The report maintains a positive outlook on the food and beverage industry, particularly on high-end liquor and leading consumer goods companies, indicating long-term investment value in stocks like Kweichow Moutai, Yili, and Qingdao Beer [6][8]. Core Viewpoints - Despite a recovery in liquor demand during the peak season, the industry is still undergoing adjustments, and patience is required for the fundamental recovery [6][7]. - The liquor sector is entering a destocking phase, but achieving a balance between volume and price will take time, with expected pressure on Q3 reports [6][7]. - The consumer goods sector is expected to benefit from cost advantages and new product opportunities driven by evolving consumer preferences [6][8]. Summary by Sections 1. Weekly Industry Insights - The food and beverage sector saw a decline of 2.49% last week, with liquor down 3.03%, underperforming the broader market [5][6]. - Key stocks showing significant gains include Yangyuan Beverage (up 32.49%) and Jinzi Ham (up 11.93%) [5]. 2. Liquor Sector Analysis - Kweichow Moutai's bottle price is 1800 RMB, up 45 RMB week-on-week, while the box price is 1830 RMB, up 60 RMB [7][10]. - The industry faces challenges such as high inventory, weak demand recovery, and price discrepancies leading to unprofitable channels [7][8]. 3. Consumer Goods Sector Analysis - The report highlights a favorable outlook for dairy products due to declining costs and improving supply-demand dynamics, recommending stocks like Yili and New Dairy [8]. - The beer industry remains stable, with recommendations for Yanjing Beer and Qingdao Beer [8]. 4. Market Performance - The food and beverage industry underperformed the Shenwan A index by 2.79 percentage points, with the liquor sector lagging by 3.33 percentage points [44].

新京报贝壳财经讯 9月26日晚间，有投资者询问皇氏集团是否会考虑利用集团在乳业、文旅等板块的资 源，与短剧业务进行联动，打造创新的商业模式。对此，皇氏集团回应，公司积极推动乳业与其他业务 板块的资源整合和业务协同，充分利用大数据、新媒体、新渠道，在产品、客户等各项资源上的共享优 势，实现产品推广及与消费者的良好互动，为公司主业的发展赋能。 校对 赵琳 编辑 林子 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示： 1、合肥恒鑫生活科技股份有限公司（以下简称"公司"）拟向共青城金朗股权投资合伙企业（有限合 伙）（以下简称"共青城金朗"）认缴出资人民币2,000万元。 2、共青城金朗投资方向为单一投资标的，即拟对君乐宝乳业集团股份有限公司（以下简称"君乐宝"） 进行定向股权投资，存在单一投资标的风险；且具有投资周期较长、流动性较低的特点，投资效益存在 不确定性等风险。 3、根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第7号一一交 易与关联交易》《合肥恒鑫生活科技股份有限公司章程》（以下简称"《公司章程》"）等相关规定，本 次共同投资无需提交公司董事会、股东会审议，不构成同业竞争和关联交易，亦不构成《上市公司重大 资产重组管理办法》规定的重大资产重组。 一、与专业投资机构共同投资概述 根据公司战略规划的需要，为进一步拓展公司业务领域，更好地借助专业机构的专业力量及资源优势， 整合各方资源，获取长期投资回报，提高公司的综合竞争力，公司拟 ...

2025年，伊利股份重磅加码功能性营养、乳深加工两大战略性布局，抢占产业价值高地。上半年，伊利 股份与同仁堂（600085）达成全面战略合作，将药食同源理念与乳业结合，首创药食同源养生乳品新赛 道，不仅为消费者量身打造契合国民体质的营养健康新供给，更重塑行业品类认知。在乳深加工领域， 随着位于伊利现代智慧健康谷的奶酪智造标杆基地三期项目的投产，其将填补国内规模化生产原制奶酪 的空白，解决原制奶酪、D90粉和乳铁蛋白粉依赖进口等被"卡脖子"的问题，实现进口原料的国产化。 渠道与服务创新是伊利股份面向未来的又一重要探索。伊利股份探索"医疗+营养"新模式，将健康服务 延伸至社区、药店等新场景，精准触达养生新圈层；同时，伊利股份正从"卖产品"迈向"提供健康生活 解决方案"，以全生命周期、全场景的商业模式升级驱动增长。 荷兰合作银行报告指出，过去一年全球乳业收入温和增长，乳企纷纷调整战略。伊利股份作为全球乳业 五强、亚洲乳业第一，向新领域的横向跨界，向产业链的纵向延伸，将为引领奶业高质量发展注入更强 动力。 8月28日，荷兰合作银行（Rabobank）发布2025年全球乳业20强榜单。榜单上，伊利股份（600887）稳 ...

每经头条（nbdtoutiao）——5年增长33倍，这类新险种卖爆了，身边很多人都需要，30多家险企蜂拥而 入⋯⋯ 每经AI快讯，熊猫乳品（SZ 300898，收盘价：27.03元）9月26日晚间发布公告称，持有熊猫乳品集团 股份有限公司股份约300万股（占公司总股本比例约为2.42%）的实际控制人的一致行动人陈秀芝计划 在本公告披露之日起15个交易日后的3个月内以集中竞价方式和大宗交易方式合计减持公司股份80万股 （占公司总股本比例为0.6452%）。合计持有公司股份约662万股（占公司总股本比例约为5.34%）的大 股东郭红及其一致行动人周炜计划在本公告披露之日起15个交易日后的3个月内以集中竞价方式和大宗 交易方式合计减持公司股份124万股（占公司总股本比例为1%）。 2024年1至12月份，熊猫乳品的营业收入构成为：乳业占比99.4%，其他业务占比0.6%。 截至发稿，熊猫乳品市值为34亿元。 （记者 曾健辉） ...

Group 1: Company Strategies and Developments - Bright Dairy is enhancing its product offerings by launching new products like Youbei 5.0 ultra-fresh milk and high-protein products to meet consumer demand and stabilize market share [1] - ST Juewei is currently operating normally and aims to apply for the removal of risk warnings after fulfilling certain conditions, following a regulatory investigation [2] - Jinzi Ham plans to invest up to 300 million RMB to acquire up to 20% equity in Zhongsheng Microelectronics, recognizing the growth potential in the AI and optical communication sectors [3] Group 2: Regulatory and Market Updates - The State Council's Food Safety Office has issued directives to ensure food safety during the upcoming National Day and Mid-Autumn Festival, focusing on the regulation of seasonal food products [4] - Changjiang International Trade Group's acquisition of Good Products has received unconditional approval from the market supervision authority, with the share transfer agreement set at 12.34 RMB per share [5][6] - Wanchen Group has submitted an application for H-share listing on the Hong Kong Stock Exchange, with the process still subject to regulatory approvals [11][12] Group 3: Retail and Consumer Trends - Bawang Tea has opened its largest "Super Tea Warehouse" in Hong Kong and plans to launch over ten new stores in the coming months to expand its market presence [7] - Yonghui Supermarket has completed the renovation of its Daxing District store, adopting the "Fat Donglai model" and significantly increasing the proportion of new products [9] - Pang Donglai clarified that the design cost for its Mid-Autumn Festival mooncake packaging was 3.72 million RMB, countering claims of a 10 million RMB expense [10]