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国中水务终止收购汇源果汁!标的公司股权冻结的背后发生了什么?
Mei Ri Jing Ji Xin Wen· 2025-04-23 16:45
每经记者 黄海 每经编辑 文多 国中水务(SH600187)饮下汇源果汁的收购方案最终"难产"。 4月23日,国中水务公告,终止以支付现金方式向上海邕睿企业管理合伙企业(有限合伙)(以下简 称"上海邕睿")收购其持有的诸暨市文盛汇自有资金投资有限公司(以下简称"诸暨文盛汇")相关份额 的交易。 2024年7月,国中水务曾就上述交易发布公告。按彼时计划,相关收购完成后,国中水务将累计持有诸 暨文盛汇注册资本的比例不低于51%,从而成为诸暨文盛汇的控股股东及北京汇源食品饮料有限公司 (以下简称"北京汇源")的间接控股股东。 3月26日上午,文盛资产主要责任人胡军(化名)向《每日经济新闻》记者透露,截至当时,针对粤民 投的诉讼,双方正在协商中,有望在近期达成和解。 如今,从客观结果来看,双方纠纷仍未妥善解决,最终导致标的股权仍处于冻结状态。 4月23日,《每日经济新闻》记者通过微信就交易终止原因以及庭审结果采访胡军,但截至发稿对方尚 未回复。 4月23日,国中水务开盘跌停。不过,公司在公告中也表示:"待相关限制转让情形解除后再行评估推进 的可行性。" 国中水务终止收购诸暨文盛汇,背后矛盾究竟在何处?《每日经济新闻》 ...
郑州太古可口可乐携手银基文旅,共筑国内 “无废文旅产业链”样本
Sou Hu Wang· 2025-04-23 05:48
4月22日,在第56个世界地球日到来之际,银基国际旅游度假区(下简称:银基文旅)与郑州太古可口可 乐饮料有限公司(下简称:郑州太古可口可乐)举办战略合作升级签约仪式,双方将在此前良好的商业合 作上,共筑全国首家"无废文旅产业链"样本,共同开启绿色循环经济的全新探索之旅。 未来,当消费者在银基动物王国饮用后的饮料瓶被回收后,将"化身"银基文旅员工工服、环保遮阳伞、 创意回收桶等园区配套项目设施,而消费者在园内商业中心买到的产品周边,其原材料也可能源自大家 随手丢弃的饮料瓶。 郑州太古可口可乐董事及总经理徐永刚表示,未来双方将以瓶子回收为突破口,在园区内一起探索升级 回收体系,让消费者感受和参与到瓶子完成"回收"到"重生"的循环链路,让可持续的理念深入人心。 战略合作再升级,开启绿色循环经济新探索 通过沉浸式体验和业态升级,银基文旅旗下的主题乐园正从单一娱乐场域进化为"流量入口-产业枢纽- 文化载体"三位一体的旅游生态,累计接待游客已超2000万人次。如今,郑州太古可口可乐和银基文旅 这对跨界CP,又将联手开启新征程。据介绍,双方将以银基动物王国为试点,联合志浩回收科技有限 公司等三方伙伴,在银基动物王国内部建立 ...
莱卡尔城堡(太仓)烘焙有限公司成立,注册资本200万人民币
Sou Hu Cai Jing· 2025-04-17 00:25
来源:金融界 天眼查App显示,近日,莱卡尔城堡(太仓)烘焙有限公司成立,法定代表人为鲁康芸,注册资本200 万人民币,由莱卡尔(太仓)烘焙有限公司全资持股。 经营范围含许可项目:食品生产;食品销售;饮料生产;烟草制品零售;餐饮服务(依法须经批准的项 目,经相关部门批准后方可开展经营活动,具体经营项目以审批结果为准)食品销售(仅销售预包装食 品);食品互联网销售(仅销售预包装食品);食品添加剂销售;食品进出口;日用品销售;服装服饰 零售;服装服饰批发;会议及展览服务;旅游开发项目策划咨询;休闲观光活动;咨询策划服务;信息 咨询服务(不含许可类信息咨询服务);市场营销策划;企业形象策划;项目策划与公关服务;组织文 化艺术交流活动;婚庆礼仪服务;以休闲、娱乐为主的动手制作室内娱乐活动;礼仪服务;教育咨询服 务(不含涉许可审批的教育培训活动);业务培训(不含教育培训、职业技能培训等需取得许可的培 训)(除依法须经批准的项目外,凭营业执照依法自主开展经营活动) 企业名称莱卡尔城堡(太仓)烘焙有限公司法定代表人鲁康芸注册资本200万人民币国标行业制造业> 酒、饮料和精制茶制造业>饮料制造地址江苏省苏州市太仓市青岛东路2 ...
东鹏饮料:2025年一季报点评:Q1业绩亮眼,成长势能充沛-20250416
Minsheng Securities· 2025-04-16 10:23
Investment Rating - The report maintains a "Recommended" rating for the company [4]. Core Insights - The company reported strong Q1 2025 results with revenue of 4.848 billion, net profit of 0.980 billion, and net profit after deducting non-recurring items of 0.959 billion, representing year-on-year growth of 39.23%, 47.62%, and 53.55% respectively [1]. - The core product lines showed robust growth, with energy drink revenue at 3.900 billion (up 25.7% YoY) and electrolyte water revenue at 0.570 billion (up 261.5% YoY), achieving a double-digit market share of 11.8% [2]. - The company is expanding its national presence, with revenue outside Guangdong reaching 3.090 billion (up 44% YoY), and significant growth in various regions including East China and Southwest China [2]. - The gross margin improved by 1.7 percentage points YoY, driven by lower raw material costs and scale effects, while the net profit margin increased by 1.8 percentage points YoY [3]. - The company is expected to achieve revenue of 20.519 billion, 25.329 billion, and 30.273 billion for 2025, 2026, and 2027 respectively, with corresponding net profits of 4.512 billion, 5.696 billion, and 6.962 billion [4]. Summary by Sections Financial Performance - Q1 2025 revenue reached 4.848 billion, with a net profit of 0.980 billion, reflecting strong growth across product lines [1]. - The company anticipates revenue growth rates of 29.5%, 23.4%, and 19.5% for the years 2025, 2026, and 2027 respectively [4]. Product and Market Strategy - The company is focusing on channel expansion and product diversification, with significant contributions from new product lines and marketing efforts [2]. - The electrolyte water segment has seen a remarkable increase in revenue, indicating a successful product strategy [2]. Cost Management and Profitability - The gross margin has improved due to favorable raw material prices and operational efficiencies, with a stable expense ratio [3]. - The company is expected to maintain a strong profitability trajectory with increasing net profit margins over the forecast period [3].
东鹏饮料(605499):Q1业绩亮眼,成长势能充沛
Minsheng Securities· 2025-04-16 09:59
Investment Rating - The report maintains a "Recommended" rating for the company, with a target price corresponding to a P/E ratio of 32 for 2025, 25 for 2026, and 21 for 2027 [4]. Core Insights - The company reported strong Q1 2025 results, with revenue of 4.848 billion yuan, net profit of 980 million yuan, and adjusted net profit of 959 million yuan, reflecting year-on-year growth of 39.23%, 47.62%, and 53.55% respectively [1]. - The core product lines showed robust growth, particularly electrolyte water, which saw a revenue increase of 261.5% year-on-year, contributing to 11.8% of total revenue [2]. - The company is focusing on channel expansion and product diversification, with significant contributions from new products and a strong brand presence in the market [2][3]. Financial Performance - The gross margin improved by 1.7 percentage points year-on-year, driven by lower raw material costs and economies of scale [3]. - The company expects revenue growth of 29.5%, 23.4%, and 19.5% for 2025, 2026, and 2027 respectively, with net profit growth of 35.6%, 26.3%, and 22.2% for the same periods [4][5]. - The sales revenue for Q1 2025 was 4.863 billion yuan, an increase of 18.75% year-on-year, indicating strong cash flow management [2]. Market Strategy - The company is enhancing its platform strategy and expanding its product matrix, with plans for overseas market exploration [3]. - The growth strategy includes a focus on high-value products and a commitment to increasing market penetration across various regions [2][3].
东鹏饮料(集团)股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-15 21:09
Core Viewpoint - The company reported a stable growth in revenue for the first quarter of 2025, with a significant increase in sales driven by energy drinks, reflecting a positive trend in its business performance [2][12]. Financial Data - The company's revenue for the first quarter of 2025 reached 4.848 billion yuan, representing a year-on-year increase of 39.23% [2]. - The gross profit margin improved from 42.77% in the same period last year to 44.47% this year, attributed to a decrease in raw material prices [3]. Business Segmentation - Energy drinks accounted for 80.50% of the total revenue in the first quarter of 2025, while the share of electrolyte drinks rose from 4.53% to 11.76%, and other beverages increased from 6.25% to 7.74% [3]. - The company’s sales performance was consistent across various regions, with specific contributions from different geographical areas [13]. Corporate Governance - The board of directors held its 14th meeting on April 15, 2025, where the first quarter report was approved unanimously by all attending members [6][8]. - The company emphasized the accuracy and completeness of the financial report, with all board members taking legal responsibility for the information disclosed [1][12].
东鹏饮料(605499) - 东鹏饮料(集团)股份有限公司2025年一季度主要经营数据的公告
2025-04-15 08:46
证券代码:605499 证券简称:东鹏饮料 公告编号:2025-033 东鹏饮料(集团)股份有限公司 2025 年第一季度主要经营数据的公告 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、准确性和完整性承担法律责任。 东鹏饮料(集团)股份有限公司(以下简称"公司")根据上海证券交易所《上 市公司行业信息披露指引第十二号——酒制造》的有关规定,现将公司 2025 年 第一季度主要经营数据公告如下: 一、主要业务经营情况 (一) 主营业务产品类别分类情况 单位:万元 币种:人民币 | 产品 | 2025 年一季度 | | 2024 年一季度 | | | --- | --- | --- | --- | --- | | | 收入 | 占比 | 收入 | 占比 | | 能量饮料 | 390,052.89 | 80.50% | 310,280.78 | 89.22% | | 电解质饮料 | 56,984.15 | 11.76% | 15,765.00 | 4.53% | | 其他饮料 | 37,479.69 | 7.74% | 21,712.84 | 6.25% | ...
贵州莲心雀语有机茶业有限公司成立,注册资本1000万人民币
Sou Hu Cai Jing· 2025-04-12 10:18
天眼查App显示,近日,贵州莲心雀语有机茶业有限公司成立,法定代表人为李淑模,注册资本1000万 人民币,由赤水市幸福源生物科技股份有限公司全资持股。 来源:金融界 经营范围含法律、法规、国务院决定规定禁止的不得经营;法律、法规、国务院决定规定应当许可(审 批)的,经审批机关批准后凭许可(审批)文件经营;法律、法规、国务院决定规定无需许可(审批) 的,市场主体自主选择经营。(许可项目:食品销售;食品生产;茶叶制品生产;食品互联网销售。 (依法须经批准的项目,经相关部门批准后方可开展经营活动,具体经营项目以相关部门批准文件或许 可证件为准)茶叶种植;金花茶人工培植;食用农产品初加工;食品互联网销售(仅销售预包装食 品);食品进出口;食用农产品零售;食品销售(仅销售预包装食品);农副产品销售;食用农产品批 发;国内贸易代理;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广。(除依法须经 批准的项目外,凭营业执照依法自主开展经营活动)) 企业名称贵州莲心雀语有机茶业有限公司法定代表人李淑模注册资本1000万人民币国标行业制造业> 酒、饮料和精制茶制造业>饮料制造地址贵州省贵阳市观山湖区金华园街道诚信北路8 ...
椰子水品牌if赴港IPO;安踏体育拟2.9亿美元收购德国狼爪丨港交所早参
Mei Ri Jing Ji Xin Wen· 2025-04-10 15:46
Group 1: IF's IPO - IFBH Limited, a leading coconut water brand, has submitted its IPO application to the Hong Kong Stock Exchange, aiming to list on the main board [1] - IF is the second largest coconut water beverage company globally and has held the top position in the coconut water market in mainland China for five consecutive years since 2020, as well as in Hong Kong for nine years since 2016 [1] Group 2: Anta Sports Acquisition - Anta Sports announced a conditional agreement to acquire 100% equity of Callaway Germany Holdco GmbH for a base price of $290 million, plus adjustments for net working capital and other customary items [2] - The acquisition is expected to enhance Anta's international market presence and diversify its product line, with completion anticipated by the end of Q2 or early Q3 2025 [2] Group 3: Sunny Optical's Performance - Sunny Optical reported a 16.3% year-on-year decline in smartphone lens shipments for March 2025, totaling 94.316 million units [3] - In contrast, vehicle lens shipments increased by 16.5% year-on-year, and microscope shipments surged by 78.8% year-on-year, indicating strong growth in these segments [3] Group 4: Changjiang Life Science Suspension - Changjiang Life Science announced a temporary suspension of trading, effective from 9 AM on April 10, with the specific reason yet to be disclosed [4] - The suspension has drawn significant market attention due to the company's influence in the biotechnology sector, with potential implications for market volatility [4] Group 5: BYD Han L Launch - BYD officially launched its flagship sedan, the Han L, with prices starting at 209,800 yuan, offering two major series and various color options [5] - The launch reflects BYD's competitive positioning in the market, and investors are encouraged to monitor sales performance and market feedback [5] Group 6: Hong Kong Stock Market Performance - The Hang Seng Index closed at 20,681.78, with a daily increase of 2.06%, while the Hang Seng Tech Index rose by 2.66% [6]
IPO周报|谷雨正式启动A股IPO;东鹏饮料赴港二次上市
Sou Hu Cai Jing· 2025-04-06 14:38
Group 1: 正力新能 (Zhengli New Energy) - Zhengli New Energy commenced its IPO process on April 3, 2025, with plans to list on the Hong Kong Stock Exchange under the stock code "3677" [3] - The company aims to issue 121,523,700 H-shares, with 12,152,400 shares available for public offering in Hong Kong and 109,371,300 shares for international placement [3] - The IPO has attracted three cornerstone investors, with a total subscription amount of $79.9 million (approximately HKD 621 million) [3] - The estimated market capitalization at an issue price of HKD 8.27 per share is HKD 20.745 billion [4] - Founded in 2019, Zhengli New Energy focuses on power battery and energy storage battery products, providing integrated solutions including cells, modules, battery packs, and management systems [4] - The company ranks ninth in China's power battery market and has a significant presence among major automotive clients, achieving over 50% penetration in key models [4][5] Group 2: 谷雨生物科技 (Guyu Biotechnology) - Guyu Biotechnology signed a counseling agreement with CITIC Securities on March 27, 2025, to initiate its A-share IPO process [6] - Established in 2010, Guyu specializes in scientific whitening products tailored for Chinese skin types, emphasizing the use of Eastern plant extracts [6] - The company has developed a full industry chain from raw materials to production, with a unique cultivation base for light licorice [6] - Sales figures for Guyu have shown significant growth, with revenues surpassing CNY 10 billion in 2021, CNY 22 billion in 2022, and CNY 35 billion in 2023, projecting over CNY 50 billion in GMV for 2024 [7] Group 3: 东鹏饮料 (Dongpeng Beverage) - Dongpeng Beverage submitted its IPO prospectus to the Hong Kong Stock Exchange on April 3, 2025, planning a dual listing [8] - The company is recognized as the leading functional beverage enterprise in China, with a market share increase from 15.0% in 2021 to 26.3% in 2024 [8] - Dongpeng's product range includes energy drinks, sports drinks, and tea beverages, with its flagship product "Dongpeng Special Drink" achieving over CNY 13.3 billion in revenue for 2024 [9] - Financial performance shows revenues of CNY 85 billion in 2022, CNY 112.57 billion in 2023, and CNY 158.3 billion in 2024, with a compound annual growth rate of 36.5% [10] Group 4: 云知声 (Yunzhisheng) - Yunzhisheng updated its IPO prospectus on March 30, 2025, continuing its listing process on the Hong Kong Stock Exchange [12] - Founded in 2012, the company is a pioneer in AGI technology and has developed a large language model, UniCore, as part of its AI solutions [12][13] - Yunzhisheng ranks as the fourth largest AI solution provider in China by revenue, with a projected revenue of CNY 9.39 billion for 2024 [14] - Financial data indicates revenues of CNY 6.01 billion in 2022, CNY 7.27 billion in 2023, and CNY 9.39 billion in 2024, with a compound annual growth rate of 25.0% [15] Group 5: 京东工业 (JD Industrial) - JD Industrial updated its IPO prospectus on March 30, 2025, as it progresses towards listing on the Hong Kong Stock Exchange [16] - The company is the largest participant in China's MRO procurement service market, with a transaction volume growth from approximately CNY 22.3 billion in 2022 to CNY 28.8 billion in 2024 [16][17] - Financial performance shows total revenue from continuing operations of CNY 141 billion in 2022, CNY 173 billion in 2023, and CNY 204 billion in 2024, with a compound annual growth rate of 20.1% [17][18] - JD Industrial achieved profitability in 2023 with a net profit of CNY 4.8 million, and projected net profit of CNY 760 million for 2024 [18][20]