12月11日，贵州茅台（600519）披露中期权益分派实施公告，以总股本12.52亿股为基数，每股派发23.957元现金 红利，共计派发300.01亿元，此次分红除权除息日为12月19日。 事实上，近期A股市场正迎来一波现金"红包雨"，掀起"春节前分红"的一波阶段性小高峰。《金融时报》记者根据 数据统计，截至12月15日，近两周内（12月8日至12月19日），包括四大银行、贵州茅台等在内，共有75家上市公 司合计2402.13亿元现金分红即将到账。 据《金融时报》记者不完全统计，今年以来，已有1084家A股上市公司公布中期（一季报、半年报、三季报）现 金分红方案，共宣告中期分红计划总额7807.29亿元。其中，沪市上市公司宣告中期分红计划总额6441亿元，同比 增长11%，显示出沪市公司分红意愿、分红能力同步提升的良性态势。 值得一提的是，上述分红一部分已在或将在春节前发放。据《金融时报》记者不完全统计，目前，拥有中期分红 计划的公司尚有127家未确定除权除息日，对应金额为913.87亿元待发放，有望在春节前落地。 稳定的分红策略，正在深度重塑上市公司与投资者之间的关系，这也是资本市场回归本源、夯实价值投资基 ...

来源：新浪基金∞工作室 12月17日，庄园牧场涨6.63%，截至发稿，报10.93元/股，成交8636.37万元，换手率4.70%，总市值 21.37亿元。 资料显示，兰州庄园牧场股份有限公司位于甘肃省兰州市城关区雁园路601号甘肃省商会大厦B座25-26 层，成立日期2000年4月25日，上市日期2017年10月31日，公司主营业务涉及乳制品和含乳饮料的生 产、加工、销售及奶牛养殖业务。主营业务收入构成为：灭菌乳37.04%，发酵乳24.37%，调制乳 22.21%，巴氏杀菌乳8.20%，生鲜乳4.60%，其他2.77%，含乳饮料0.81%。 中信保诚景气优选混合A（020151）三季度持有股数24.08万股，占基金净值比例为0.42%，位居第六大 重仓股。根据测算，今日浮盈赚取约16.37万元。 从庄园牧场十大流通股东角度 数据显示，中信保诚基金旗下1只基金位居庄园牧场十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数95.24万股，占流通股的比例为0.56%。根据测算，今日 浮盈赚取约64.76万元。 中信保诚多策略混合(LOF)A（165531）成立日期20 ...

工商银行、农业银行、中国银行、建设银行均在2025年半年报中公布中期分红方案，合计宣告现金分红1761 亿元，占已宣告中期分红总额的27%，稳居沪市分红规模前列。 根据分红公告，中国银行、建设银行已于12月11日完成A股现金红利发放，分红金额分别为352.5亿元、486亿 元；工商银行、农业银行均于12月15日完成A股红利发放，整体较去年提前近一个月，分红金额分别为504亿元、 418亿元。值得注意的是，这是四大银行连续第二年实施大额中期分红，分红规模与去年基本持平，分红率持续稳 定在30%左右，四大银行位列沪市现金分红规模前六位，充分彰显了国有大型银行回馈投资者的持续性与稳定 性。 值得一提的是，在全部中期分红中，最近两周（12月8日至12月19日）有60家上市公司将进行三季度分红，合 计金额超520亿元，包括贵州茅台、五粮液、伊利股份等公司。 分析人士普遍认为，春节前分红启幕，是A股上市公司持续强化投资者回报、提升投资者获得感的一个缩 影。 12月11日，贵州茅台披露中期权益分派实施公告，以总股本12.52亿股为基数，每股派发23.957元现金红利， 共计派发300.01亿元，此次分红除权除息日为12月1 ...

Market Strategy - The market is experiencing continuous volume contraction, with the retail sector showing resilience [5][10] - The overall A-share market saw a decline of 1.45%, with the Shanghai Composite Index down 1.11% and the ChiNext Index down 2.10% [9][10] - The retail sector is expected to benefit from government policies aimed at boosting consumption, especially as the year-end shopping season approaches [10][11] Company Tracking - Chongqing Beer (600132.SH) is involved in a lawsuit and is planning to sign a mediation agreement, which may impact its financials positively [38][41] - Miao Ke Lan Duo (600882.SH) announced expected related party transactions for 2026, with a projected decrease in procurement amounts compared to 2025 [33][35] - YH Bio (688575.SH) received two medical device registration certificates, indicating potential growth in its product offerings [36] - Mingyang Smart Energy (601615.SH) won a bid for a significant offshore wind power project valued at 1.834 billion yuan, enhancing its market position in renewable energy [42][44] Industry Dynamics - The Three Gorges Jiangsu Dafeng 800 MW offshore wind power project has achieved full capacity grid connection, marking a significant advancement in China's offshore wind energy capabilities [31][32] - The National Development and Reform Commission emphasized the need to enhance domestic consumption and support various sectors, including e-commerce and health care, to stimulate economic growth [21][22]

2025年"3·15"期间，新京报刊发《低价"假酸奶"背后的猫腻：标示"酸奶"实为"小甜水"》的报道。经调查，在电商 平台打着"××酸奶"名号，实质却是风味饮品、含乳饮料的产品并不少见。新京报记者随机购买的7款此类产品 中，无一款产品执行或符合酸奶标准GB 19302-2010《食品安全国家标准 发酵乳》。 新京报记者近期对相关问题进行回访发现，多数涉事产品已下架，部分产品已更名为"酸奶饮品"等合规名称继续 销售。涉事企业中，"东致一罐酸奶"标称的生产方河南东致实业有限公司，因违反《食品安全法》第三十四条， 被市场监管部门罚款12万余元。"爱养牛每日酸奶""安慕果乐多每日酸奶"两款产品标称的生产方枣庄新盛食品有 限公司，因生产经营不符合国家食品标准的食品等，被吊销食品生产许可证，并被监管部门列入严重违法失信企 业名单。 "××酸奶"实为低营养"小甜水" 7款涉事产品包装、配料表和执行标准。 制图 卢子雄 部分产品更名后继续销售 报道刊发后，7款涉事产品中有6款迅速下架。其中，销售"樽牧新鲜酸奶"的卖家"小林家的零食小铺"，已清空所 有商品。"心仪食品"所售"珍果园每日酸奶"也已下架，店铺所有产品同样已被清空。 ...

皇氏集团公告，截至本公告披露日，公司及控股子公司连续十二个月累计发生的诉讼、仲裁事项涉及金 额合计约为人民币9954.92万元，约占公司最近一期经审计净资产的10.65%。 ...

Group 1 - The core point of the article is the announcement of personnel changes at Miaokelando, a leading cheese company, with the retirement of director Zhang Ping and the nomination of Shen Xinwen as a non-independent director candidate [2][4] - Zhang Ping, aged 61, has been a key figure in the company's growth since 2016 and was originally set to serve until November 2027 [3][4] - Shen Xinwen, aged 54, has extensive experience in the fast-moving consumer goods (FMCG) sector and was recently appointed as the CFO of Mengniu [4][5] Group 2 - The announcement states that Zhang Ping's resignation will take effect after the election of a new director at the shareholders' meeting, ensuring no disruption to the company's operations [4] - Shen Xinwen's background includes over 20 years in finance and management roles across various business lines at COFCO, indicating a strong fit for the position [5] - The company has shown steady growth, with a reported revenue of 3.957 billion yuan for the first three quarters of 2025, a year-on-year increase of 10.09%, and a net profit of 176 million yuan, up 106.88% year-on-year [5]

Core Viewpoint - China has significantly reduced tariffs on pork imports from the European Union, now set at up to 19.8%, down from preliminary tariffs of up to 62.4% following an investigation into EU's trade practices [1][4]. Group 1: Tariff Changes - The final tariff rates for pork imports from the EU will range from 4.9% to 19.8%, effective for five years starting Wednesday [4]. - The initial anti-dumping duties imposed in September ranged from 15.6% to 32.7% for EU companies involved in the investigation, with a maximum of 62.4% for others [3]. Group 2: Trade Context - The EU has a significant trade deficit with China, exceeding 300 billion euros ($348 billion) last year, while being a major exporter of pork and related byproducts to China [2]. - EU pork exports to China reached a peak of 7.4 billion euros ($7.9 billion) in 2020, driven by China's need for imports due to domestic supply issues caused by a swine disease [5]. Group 3: Investigation Findings - China's Commerce Ministry concluded that the EU was dumping pork and pig by-products in China, selling them below production costs, which harmed the domestic pork industry [4]. - The new tariffs will apply to all types of pork products, including fresh, chilled, frozen, dried, pickled, smoked, or salted [4].

蒙牛乳业(02319)发布公告，于2025年12月16日斥资297.4万港元回购20万股。 ...

格隆汇12月16日丨蒙牛乳业(02319.HK)发布公告，2025年12月16日耗资297.4万港元回购20万股，回购 价格每股14.87港元。 ...