Core Viewpoint - The company plans to adjust the amount of temporarily idle self-owned funds for cash management from a maximum of RMB 1.5 billion to RMB 2 billion, aiming to enhance fund utilization efficiency and increase returns for the company and its shareholders [2][4]. Cash Management Overview - The purpose of cash management is to improve the efficiency of self-owned funds and rationally utilize temporarily idle funds while ensuring normal operations, thereby increasing company returns [2][4]. - The cash management amount is set at a maximum of RMB 2 billion, with funds being able to be used in a rolling manner within the approved limits and timeframe [3][4]. - The funds for this cash management will come from the company's temporarily idle self-owned funds [3][4]. Cash Management Procedures - The board of directors approved the adjustment of cash management limits during the 12th board meeting held on June 6, 2025, and this matter does not require submission to the shareholders' meeting [5]. - The cash management will be executed by the finance department under the authorization of the general manager and/or financial director, ensuring compliance with relevant regulations [3][5]. Risk Control Measures - The company will only invest in high-security, capital-preserving, and liquid products, with strict risk control measures in place [5][6]. - The finance department will monitor the investment direction and project progress, taking timely actions to mitigate risks if adverse factors are identified [5][6]. Impact on Company - The use of temporarily idle self-owned funds for cash management will not affect the normal operations of the company and is expected to enhance returns for the company and its shareholders [5][6]. - The adjustment in cash management limits is not anticipated to have any adverse effects on the company's main business, financial status, operating results, or cash flow [5][6].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 股东大会召开日期：2025年6月27日 ? 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 证券代码：600882 证券简称：妙可蓝多 公告编号：2025-052 上海妙可蓝多食品科技股份有限公司 一、召开会议的基本情况 (一)股东大会类型和届次 (二)股东大会召集人：董事会 (三)投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 6 月 27 日14 点 30 分 召开地点：上海市浦东新区金桥路 1398 号金台大厦 4 楼 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 6 月 27 日 至2025 年 6 月 27 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13 ...

Core Viewpoint - The transaction aims to enhance the core competitiveness of the company by concentrating resources and supporting the green farming and digital upgrade of Feiduoduo [1] Group 1: Transaction Details - Xinjiang Yitai Fu Animal Husbandry Co., Ltd. plans to increase its investment in Xinjiang Feiduoduo Organic Ranch Co., Ltd. by 1.8 million yuan [1] - After the completion of the transaction, the company's shareholding in Feiduoduo will decrease from 99% to approximately 9.9% [1] - Yitai Fu will hold 90% of Feiduoduo's equity, and the company will no longer consolidate Feiduoduo's financial statements [1] Group 2: Strategic Intent - The transaction is intended to focus resources on strengthening the company's main business competitiveness [1] - The support for Feiduoduo's green farming and digital upgrade is a key aspect of the strategic intent behind the transaction [1] Group 3: Approval Process - The transaction is subject to approval by the company's shareholders' meeting [1]

妙可蓝多（600882）公告，公司拟与控股股东内蒙蒙牛签署《IP权益使用服务合同》，合同金额为不含 税5200万元。公司将使用内蒙蒙牛合法拥有的市场营销、品牌推广资源并接受相关咨询服务。本次交易 构成关联交易，已获董事会审议通过，无需提交股东大会审议。过去12个月，公司与同一关联人发生的 相同交易类别下标的相关的关联交易为20万元。本次交易预计对公司品牌提升及产品销售带来正面影 响，但具体影响金额暂时无法准确预计。 ...

Core Insights - The 2025 China Gut Conference was held in Ningbo, focusing on the impact of probiotics on mental health, particularly highlighting the benefits of nutiani™ Lactobacillus rhamnosus HN001® [1][2] - The conference featured over 40 academic and translational sub-forums, with more than 400 presentations on topics related to microbiomes, nutrition, and digestive diseases [2] Company Insights - Fonterra's health and nutrition brand, nutiani™, showcased its innovative probiotic solutions at the conference, emphasizing the positive effects of Lactobacillus rhamnosus HN001® on mental health [1][6] - Fonterra's research center developed Lactobacillus rhamnosus HN001® after screening approximately 2,000 strains over eight years, demonstrating its ability to support mental health through the gut-brain axis [6][8] - The company is committed to providing innovative nutritional solutions to enhance consumer mental health, reflecting a long-term investment in the probiotics sector [8][15] Industry Insights - Mental health is increasingly recognized as crucial for overall well-being, with one in eight people globally experiencing mental health issues [4] - A survey indicated that 90% of global consumers acknowledge the importance of mental health, and 68% believe food can influence it, with probiotics gaining popularity, especially among Chinese consumers [4] - Research shows that 70% of participants reported feeling happier after two months of daily supplementation with Lactobacillus rhamnosus HN001®, with this figure rising to 79% by day 60 [6]

Core Insights - In 2024, China's total retail sales of consumer goods reached 48.79 trillion yuan, growing by 3.5%, marking the first time it fell below the GDP growth rate of 5% [1] - The fast-moving consumer goods (FMCG) industry is transitioning into a phase dominated by "stock competition," focusing on efficiency improvement, brand optimization, and structural adjustments [1] FMCG Company Performance - **Master Kong**: Achieved revenue of 806.51 billion yuan, a slight increase of 0.30%, with net profit rising by 19.80% to 37.34 billion yuan [2][6] - **Nongfu Spring**: Reported revenue of 428.96 billion yuan, up by 0.50%, and net profit of 121.23 billion yuan, a marginal increase of 0.40% [2][6] - **Uni-President**: Generated revenue of 303.32 billion yuan, a growth of 6.09%, with net profit of 18.49 billion yuan, increasing by 10.90% [2][6] - **China Foods**: Recorded revenue of 214.92 billion yuan, up by 0.20%, and net profit of 8.61 billion yuan, a growth of 3.40% [2][6] - **Eastroc Beverage**: Achieved significant growth with revenue of 158.39 billion yuan, up by 40.63%, and net profit of 33.27 billion yuan, increasing by 63.09% [2][6] - **Three Squirrels**: Reported revenue of 106.22 billion yuan, a substantial increase of 49.30%, with net profit rising by 85.51% to 4.08 billion yuan [2][6] Industry Trends - The FMCG sector is experiencing a shift towards efficiency and brand optimization as the era of rapid market growth driven by demographic dividends comes to an end [1] - Companies are adapting to market changes through product innovation, structural optimization, and brand rejuvenation to establish new growth curves and core competitiveness [13] - The beverage segment is seeing strong performance from Nongfu Spring's tea drinks, which have become a major revenue source despite challenges in the bottled water segment [8][13] - The snack segment is witnessing varied performance, with companies like Qinqin Foods achieving profitability through export and OEM manufacturing, while others like Liuyifei face challenges due to strategic adjustments [13] Dairy Industry Performance - **Yili Group**: Maintained its position as Asia's leading dairy company with revenue of 1,157.80 billion yuan, despite a decline of 8.24% [15][16] - **Mengniu Dairy**: Experienced a revenue drop of 10.09% to 886.75 billion yuan, with net profit significantly declining by 97.83% [15][16] - **Bright Dairy**: Reported revenue of 242.78 billion yuan, down by 8.33%, and net profit of 7.22 billion yuan, a decrease of 25.36% [15][16] - The dairy industry is facing challenges with supply-demand imbalances and declining consumer demand, leading to revenue declines for many traditional dairy giants [18]

Core Points - The article reports that the Guangning County Market Supervision Administration conducted a food safety supervision and sampling inspection, with a total of 104 batches tested, all of which passed the inspection [2][3]. Group 1: Inspection Results - A total of 104 batches of food products were sampled and tested, with all samples meeting safety standards [2][3]. - The inspection was carried out by the Guangdong Food Industry Research Institute [2]. Group 2: Consumer Safety Tips - Consumers are advised to purchase food from reliable sources and keep shopping receipts [2]. - Important labels to check include production date, shelf life, producer name and address, ingredient list, and food production license number [2]. - Consumers should avoid purchasing products without clear labeling, expired products, and those listed as unqualified [2]. Group 3: Public Participation - The Guangning County Market Supervision Administration encourages public participation in food safety supervision and reporting any harmful food products or illegal activities [2].

Core Points - The announcement from Kunming Market Supervision Administration details the first food safety supervision and sampling inspection information for 2025, focusing on various food products including agricultural products, grain processing products, dairy products, condiments, and beverages [3]. Group 1: Inspection Standards and Criteria - The sampling inspections are based on national food safety standards such as GB 2760-2024 for food additives, GB 2762-2022 for contaminants, and GB 2763-2021 for pesticide residues [3]. - The inspection items include indicators like lead (Pb), benzoic acid and its sodium salt, sorbic acid and its potassium salt, aflatoxin B1, sodium saccharin, cyclamate, total bacterial count, and coliforms [3]. Group 2: Non-compliance and Compliance Statistics - A table lists non-compliant samples, including details such as sampling number, product name, production date, and the specific non-compliance item [4][5]. - Another table provides information on compliant samples, including the name of the production enterprise, product specifications, and purchase dates [5][6].

Core Viewpoint - The article emphasizes the importance of selecting a milk formula that is easily digestible, enhances immunity, and is low in allergens, highlighting the advantages of the Jia Bei Ai Te Yue Bai goat milk formula. Group 1: Digestibility and Absorption - Jia Bei Ai Te Yue Bai is a goat milk formula with smaller fat globule sizes, making it easier for babies to digest and absorb nutrients compared to cow's milk [4] - The formula incorporates a higher content of OPL structured lipids, which doubles the absorption rate compared to traditional OPO structured lipids, allowing for better nutrient uptake [6] - Clinical evidence shows that the formula significantly reduces gas (87%), diarrhea (80%), and constipation (84%) in infants, indicating its effectiveness in promoting digestive health [6][7] Group 2: Immunity Enhancement - The formula contains natural lactoferrin, which helps protect babies from pathogens, and goat-derived lactoferrin is noted to be more effective than regular sources [7] - It includes 10 times the amount of HMO, which helps maintain a balanced gut microbiome, along with prebiotics GOS:FOS to support the growth of beneficial bacteria [7] Group 3: Allergen Sensitivity - Jia Bei Ai Te Yue Bai has a significantly lower content of allergenic proteins, with αs1 casein levels reduced by 85% compared to cow's milk, and β-lactoglobulin levels decreased by 11% [9] - Clinical validation indicates that the formula can reduce allergy rates by 42%, making it a safer choice for sensitive infants [9] Group 4: Nutritional Profile - The formula boasts 388+ natural nutrients and 41 types of formulated nutrients, providing comprehensive nutrition that surpasses many other brands on the market [10]

Core Insights - The current consumer market is weak, prompting dairy companies to seek new solutions, with experiential and scenario-based consumption emerging as a potential recovery path [1] - Brands that can accurately capture the trend of consumers seeking emotional resonance and unique experiences during consumption have the opportunity to stand out [1] Group 1: Innovative Consumption Trends - The unique pairing of "Peking Duck with Yogurt" has gained popularity, becoming a fun choice for family gatherings and parent-child interactions, driven by the creative DIY experience zone at the Beijing Milk Culture Festival [4] - This trend reflects a shift from traditional product offerings to innovative consumption experiences that resonate with cultural heritage [5] Group 2: Cultural and Historical Significance - The collaboration between Peking Duck and yogurt is rooted in deep insights into Beijing's culinary culture, with both products representing traditional craftsmanship and cultural heritage [5] - Peking Duck, a 600-year-old culinary symbol, and the traditional yogurt-making process of Shengxiang Dairy both emphasize quality and cultural transmission [5] Group 3: Market Positioning and Strategy - Shengxiang Dairy has established itself as a leading brand in Beijing yogurt, focusing on the production and development of traditional ceramic jar yogurt while continuously improving quality and production processes [7][9] - The company has built three production bases across China, with a daily production capacity of 300 tons, showcasing its commitment to quality and scale [7] Group 4: Product Innovation and Health Trends - Shengxiang Dairy has introduced a range of health-oriented products, such as honey yogurt and poria yogurt, catering to the growing consumer demand for healthy foods [14][15] - The innovative "milk skin yogurt" has gained popularity for its unique texture and rich flavor, utilizing low-temperature fermentation technology to enhance nutritional value [16][17] Group 5: Future Directions and Collaborations - The company is exploring new collaborative models with academic institutions to enhance research and development capabilities, exemplified by its partnership with China Agricultural University [20] - Shengxiang Dairy's approach demonstrates that the path to breaking through traditional categories lies in modern technology interpreting traditional wisdom, creating a unique competitive advantage [20]