智通财经APP讯，蒙牛乳业(02319)发布公告，该公司于2025年12月18日斥资304.72万港元回购20万股股 份，每股回购价格为15.14-15.24港元。 ...

智通财经APP讯，中国飞鹤(06186)发布公告，于2025年12月18日，该公司斥资1232.69万港元回购304.6 万股股份，每股回购价4.02-4.05港元。 ...

乳制品行业作为关乎国民营养健康的民生支柱产业，其低碳转型不仅是实现自身高质量发展的内在要 求，也对全球乳业减排进程具有深远影响。作为全球第二大乳品市场，中国乳业的转型实践正成为推动 全球乳业价值链迈向低碳未来的关键力量。 "双碳"目标背景下，乳业正在面临前所未有的转型压力。据统计，超过90%的排放来源于供应链上中下 游（即"范围三"），推动全产业链协同减碳成为关键。金融机构与行业领军企业的协同创新，成为乳业 全产业链低碳发展的重要路径。 近日，国际知名金融机构渣打集团与全球乳制品领军企业蒙牛集团携手，成功落地了一项具有突破意义 的可持续金融实践，为解决这一难题提供了创新方案。 渣打集团作为联席全球协调人，支持蒙牛集团成功发行其首笔可持续离岸人民币点心债，总额35亿元人 民币。这不仅是渣打集团设立可持续发展融资框架后的首笔相关债券，也是蒙牛集团时隔五年重返境外 债券市场的重要举措，标志着中国乳业低碳转型迈入与国际标准接轨的新阶段。 破局关键：为乳业供应链减碳量身定制金融方案 乳业碳足迹贯穿牧草种植、养殖、运输、加工、包装、仓储配送及市场消费全链条，碳排放结构复杂。 对蒙牛而言，其庞大的供应链网络涵盖上中下游多个 ...

新乳业公告称，2019年公司与叶松景签署《投资合作协议》，收购新澳乳业、新澳牧业各55%股权， 2020年初完成工商变更登记。2023年，公司与相关方签订《补充协议》。交易各方确认，收购新公司 55%股权的交易对价为1.11亿元。截至2025年11月，公司累计支付1.09亿元。近日，公司完成剩余股权 转让款231.46万元的支付，福州澳牛收购项目完成。 ...

Core Insights - The event "Jinwu Kaijia Ba!" organized by Mengniu's milk powder brand "Yourui" successfully showcased the vitality of the elderly community and promoted the national initiatives of "active aging" and "Healthy China" [1][2][12] - The event featured over a hundred offline performances across six provinces, culminating in a high-profile broadcast on CCTV, which highlighted the cultural confidence of the elderly population in China [2][4] Group 1: Event Overview - The event was a collaboration between Mengniu, CCTV, the National Sports Administration, and the All-China Women's Federation, lasting eight months and reaching a wide audience [1] - It aimed to break the limitations of traditional square dancing by providing a high-standard platform for performance, integrating elements of "square dance + intangible cultural heritage" and "square dance + fashion" [2] Group 2: Audience Engagement and Impact - The broadcast on December 11 achieved a peak viewership rating of over 0.80%, surpassing the historical average by 28%, demonstrating strong audience engagement [4] - The event's online presence was significant, with a total view count exceeding 12.72 million and an interaction volume of 450,000 across multiple social media platforms [4][9] Group 3: Recognition and Awards - The event received recognition as a "Outstanding Scene Marketing Case" at the "2025 Annual Outstanding Brand Marketing Conference" by Economic Observer, highlighting its impact and effectiveness [8] - The pre-event promotional efforts included a short video that garnered over 7 million views, contributing to an overall exposure of nearly 1.5 billion throughout the year [9] Group 4: Brand Evolution and Community Engagement - Mengniu Yourui has transitioned from being a provider of nutritional solutions for the elderly to becoming a key contributor to the vibrant lifestyle of the elderly community, emphasizing values of vitality, confidence, and culture [11] - The company has established a joint research center with Sun Yat-sen University to focus on the nutritional needs of the elderly, aiming to enhance health through scientific research and innovation [12] Group 5: Future Directions - Mengniu plans to continue collaborating with various sectors to promote a positive social atmosphere for the elderly, aligning with national goals for elder care and active living [14]

全世界有75%的人口患有不同程度的乳糖不耐受，导致他们在食用含乳糖产品时产生某些不良身体反应。 SOYUZSNAB集团提出了解决这一问题的方案。 "为了防止这个问题，可以使用β-半乳糖苷酶。β-半乳糖苷酶可以从各种来源中分离出来，包括真菌、酵母、植 物、动物和微生物。其应用不仅限于生产无乳糖产品，还可用于乳清加工和益生元的生产。" 埃琳娜·彼得罗芙娜· 鲁萨诺娃介绍说。 传统上用于生产无乳糖乳制品的酶是来自乳酸克鲁维酵母的中性β-半乳糖苷酶。 作为解决方案，SOYUZSNAB提出SWEET发酵剂，它们对牛奶中的乳糖具有极高的天然β-半乳糖苷酶活性，能将 乳糖水解为葡萄糖和半乳糖。此外，这些菌种不会在发酵乳制品储存过程中引发酸度增长。 得益于通过选择性育种从荔枝中获得的嗜热链球菌菌株，SWEET发酵剂能够分解牛奶中含量为4.6-4.7%的乳糖。 使用这些新型发酵剂时，乳糖的分解过程在β-半乳糖苷酶的作用下，在细胞内外同时进行。这些菌株的独特性在 于细胞的超强能力。这些产品既可以与其他发酵剂一起使用，也可以单独使用，为发酵乳制品提供浓稠的粘性质 地和温和的酸乳风味。 SWEET发酵剂不仅在俄罗斯，而且在国外也成功 ...

Core Insights - Mengniu Dairy Group and Sanwei Tiandi have launched the world's first intelligent quality management platform in the dairy industry, marking a significant step in digital transformation for Mengniu [1][2] Group 1: Project Overview - The project aims to reconstruct the next-generation integrated LIMS system, initiated by Mengniu Dairy in November last year, in collaboration with Sanwei Tiandi, which has extensive experience in digital inspection and testing [2] - The partnership has successfully established a full data loop from R&D technical standards to production execution and quality control, redefining quality management in the dairy industry with a focus on "data intelligence" [2][3] Group 2: Technical Implementation - Sanwei Tiandi utilized its SW-LIMS platform to create an intelligent quality hub covering all stages of prevention, control, traceability, and optimization [3] - A collaborative mechanism involving Mengniu's safety quality management department, digital innovation department, and various business units ensured seamless integration and support during the system transition [3] Group 3: System Performance - The system successfully completed its first operational test at Mengniu's Hulin No. 3 factory, achieving a full process loop for a milk warehouse task within three hours, demonstrating the effectiveness of the new system [4] - The collaboration has resulted in a replicable and scalable model for quality digitization in the dairy industry [4] Group 4: Future Prospects - This partnership represents a significant breakthrough in the digital transformation of the dairy sector, with plans to further integrate AI for anomaly warning, automatic adjustment, and intelligent decision-making [5] - The goal is to build a new quality management ecosystem characterized by real-time perception, intelligent decision-making, and dynamic optimization, contributing to the sustainable development of China's dairy industry [5]

据交易所数据显示，庄园牧场连续两个交易日涨停，晋级2连板。该股今日于9时52分封涨停，成交额 4.18亿元，换手率20.35%。金融界App AI线索挖掘：近期乳业概念板块活跃度提升，庄园牧场作为甘青 地区乳制品龙头企业，在区域市场拥有较高品牌认知度和消费者忠诚度；同时其子公司推出以独创奶牛 肉为核心差异化原料的宠物食品品牌，切入宠物食品赛道拓展业务边界，相关题材引发市场关注。 风 险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成， 内容不构成投资建议。） ...

Core Viewpoint - The food and beverage industry is experiencing a new normal with a weak overall consumption environment, emphasizing high quality-price ratios, functionality, health, and emotional consumption trends. The liquor industry continues to face weak demand, while snacks and beverages show better performance. The industry is expected to maintain a weak recovery with strong differentiation, relying on product innovation, fragmented channel layouts, and expanding consumer demographics [2][3][10]. Liquor Industry - The liquor industry is undergoing significant adjustments due to weak demand and new regulations, with expectations for a turning point in the first half of 2026 as the supply-demand balance improves. The impact of policies on demand is expected to weaken, leading to a gradual recovery in consumption [6][7]. - The strategic focus of liquor companies has shifted from inventory pressure to exploring new growth areas, such as targeting younger consumers and embracing new retail channels. This shift is expected to lead to a clearer upward trend in financial reports by 2026 [8][9]. - High-end liquor is anticipated to lead the overall recovery, benefiting from brand loyalty and the resumption of business activities. The mid-range segment may face challenges but is also expected to see some recovery [9]. Snack and Beverage Industry - The overall demand for snacks is stabilizing at a low level, with a focus on quality-price ratios and emotional value. The snack industry is expected to continue expanding, particularly in channels like bulk snacks and membership supermarkets [11][12]. - The beverage industry is benefiting from health trends, with a notable increase in demand for low-sugar and functional drinks. The market for instant retail is also growing, with significant sales increases in snack brands through platforms like Meituan [21][22]. - The competition in the beverage sector is expected to remain intense, but price competition is easing, allowing for improved profit margins for leading companies [22][23]. Dairy and Frozen Food Industry - The dairy industry is experiencing a recovery in operational performance, with expectations for improved profitability as raw milk prices stabilize. The demand for liquid milk is projected to stabilize in 2026, with a potential turning point in the raw milk supply-demand balance [33][34][37]. - The frozen food industry is facing pressure from weak demand but is seeing a stabilization in competition. Companies are focusing on product innovation and new channel development to improve profitability [42][43]. Condiments and Health Products - The condiment industry is expected to see stable demand in 2025, with a focus on product upgrades and innovation from leading companies. The overall competitive landscape is anticipated to become less aggressive as inventory levels normalize [44][48]. - The health product sector is experiencing a shift towards online sales and long-tail brand growth. Leading brands are expected to stabilize their market share through channel expansion and product diversification [55][56].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：600429 股票简称：三元股份公告编号：2025-048 北京三元食品股份有限公司 关于召开2025年第三季度业绩说明会的公告 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、准确性及完整性承担法律责任。 重要内容提示： ● 投资者可于2025年12月18日（星期四）至12月24日（星期三）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱zhengquanbu@sanyuan.com.cn进行提问。公司将在说明会上对投资 者普遍关注的问题进行回答。 北京三元食品股份有限公司（简称"公司"）已于2025年10月29日在《中国证券报》《上海证券报》以及 上海证券交易所网站（https://www.sse.com.cn）披露《公司2025年第三季度报告》。为便于广大投资者 更全面深入地了解公司经营成果、财务状况，公司计划于2025年12月25日（星期四）9:00-10:00举行 2025年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络 ...