分红方面，东鹏饮料A股上市后累计派现66.00亿元。近三年，累计派现54.00亿元。 机构持仓方面，截止2025年9月30日，东鹏饮料十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股5200.51万股，相比上期增加54.07万股。华泰柏瑞沪深300ETF（510300）位居第十大流通 股东，持股378.95万股，相比上期减少2.20万股。 资料显示，东鹏饮料(集团)股份有限公司位于广东省深圳市南山区桃源街道珠光北路142号明亮科技园 88号3栋1楼,香港湾仔皇后大道东248号大新金融中心40楼，成立日期1994年6月30日，上市日期2021年5 月27日，公司主营业务涉及饮料的研发、生产和销售。主营业务收入构成为：能量饮料77.87%，电解 质饮料13.90%，其他饮料8.17%，其他0.06%。 东鹏饮料所属申万行业为：食品饮料-饮料乳品-软饮料。所属概念板块包括：高派息、大消费、食品饮 料概念、大盘股等。 截至9月30日，东鹏饮料股东户数1.60万，较上期增加21.82%；人均流通股32533股，较上期减少 17.91%。2025年1月-9月，东鹏饮料实现营业收入168.44亿元，同比增长3 ...

Group 1 - The company, Dongpeng Beverage, will conduct a global offering of 40.89 million shares from January 26 to 29, with an expected listing on the Hong Kong Stock Exchange on February 3 [1] - The offering will consist of 10% for Hong Kong and 90% for international investors, with an additional 15% over-allotment option [1] - The maximum offer price is set at HKD 248.00 per share, with a trading unit of 100 shares [1] Group 2 - According to Frost & Sullivan, Dongpeng Beverage has ranked first in China's functional beverage market by sales volume for four consecutive years since 2021, with a projected market share of 26.3% in 2024 [1] - By retail value, the company is expected to be the second-largest functional beverage company in China in 2024, holding a market share of 23.0% [1] - The company's revenue growth is the highest among the top 20 listed soft drink companies globally [1] Group 3 - As of September 30, 2025, the company has established a comprehensive sales network covering over 4.3 million terminal sales points nationwide, achieving nearly 100% coverage of prefecture-level cities in China [1] - The company employs a sales team of over 7,500 individuals [1] - Dongpeng Beverage has pioneered the use of a "one code for one product" system and "five-code association" technology, creating a digital operation system that connects over 280 million consumers and interacts efficiently with over 4.3 million terminal sales points [1] Group 4 - Several well-known institutions, including Huang River Investment and JPMorgan Asset Management, have signed cornerstone investment agreements, with a total subscription amount of approximately USD 640 million [1] Group 5 - Assuming the over-allotment option is not exercised, the net fundraising amount is expected to be approximately HKD 9.994 billion [2] - The funds will primarily be used for capacity layout and supply chain upgrades (36%), brand building and consumer interaction (15%), national strategy and channel development (11%), overseas market expansion and acquisition opportunities (12%), digital construction (10%), product development and category expansion (6%), and working capital and general corporate purposes [2]

Investment Rating - The report maintains a cautious outlook on the liquor industry, particularly on high-end liquor such as Moutai, with expectations of gradual recovery in sales and pricing stability post-Spring Festival [10][11][12]. Core Insights - The high-end liquor segment, especially Moutai, is experiencing a sales boost as the Spring Festival approaches, with expectations of price recovery due to increased demand driven by wealth effects [10][11]. - The report suggests that the market's concerns about post-festival price drops for Moutai are likely to be unfounded, predicting only minor seasonal fluctuations [10][12]. - The overall sentiment in the liquor industry is shifting from a pessimistic outlook to a more stable one, with expectations of improved sales dynamics as external constraints on consumption ease [11][12]. Summary by Sections Liquor Industry - The report highlights that Moutai's sales are performing better than previously cautious expectations, leading to a price recovery for both Moutai and newer Moutai products [10]. - It is noted that the market is still wary of potential price declines after the Spring Festival, but historical patterns suggest only minor adjustments are likely [10][11]. - The report emphasizes the importance of brand strength and market positioning for high-end liquor companies, recommending investments in brands with strong market presence and growth potential [12]. Beer Industry - The beer sector is seeing a steady recovery in on-premise consumption, with companies diversifying into non-drink channels and soft drinks [12]. - The report suggests that the beer industry's performance is expected to stabilize, with a focus on maintaining competitive pricing and improving dividend yields [12]. Snack Industry - The snack sector is benefiting from pre-Spring Festival stocking and product innovation, with companies like Qiaqia and Ganyuan expected to show significant profit elasticity due to low comparative bases [14]. - The report recommends focusing on leading snack companies that are expanding their store presence and adapting their product offerings [14]. Beverage Industry - The soft drink sector is currently facing challenges due to seasonal demand fluctuations and competition from ready-to-drink tea brands, leading to a slight decline in overall sales growth [14]. - Despite these challenges, leading brands like Dongpeng and Nongfu are expected to maintain double-digit growth through brand strength and market share consolidation [14]. Seasoning Industry - The seasoning sector is stabilizing as restaurant demand begins to recover, with expectations of improved performance in 2026 driven by seasonal effects [15]. - The report highlights companies like Angel Yeast and Qianhe Condiments as having strong growth potential due to favorable market conditions and dividend yields [15].

证券日报网讯1月23日，养元饮品（603156）在互动平台回答投资者提问时表示，公司不涉及奶制品业 务，主营业务是主要以核桃仁为原料的植物蛋白饮料的研发、生产和销售，相关数据请持续关注公司定 期报告。 ...

Group 1 - The company expects a net profit attributable to shareholders of 35 million to 50 million yuan for 2025, representing a decline of 66.07% to 76.25% compared to the same period last year [1] - The decline in profit is primarily due to a challenging consumer environment and intense industry competition, leading to a decrease in sales revenue from the main distribution channel [1] - The company has been expanding into new channels such as snack specialty chains and coconut raw material processing, achieving some initial progress, but these new channels have lower overall gross margins and have not yet reached significant scale [1] Group 2 - The company plans to continue improving quality and efficiency measures while increasing market expansion efforts, exploring more products, businesses, and channel types to broaden revenue and profit sources [1]

此次签约的成都生产基地是东鹏饮料深化全国战略、加码西南市场的关键举措。项目位于成都温江高新 技术产业园区，总占地面积约280亩，将建成集生产与仓储物流于一体的现代化基地，计划投资建设6条 高端饮料生产线，项目固定资产投资10亿元。 人民财讯1月23日电，据东鹏饮料（605499）消息，1月23日，东鹏饮料集团成都生产基地项目签约仪式 在成都温江区举行，标志着公司在全国第14个生产基地落子西南。 ...

Core Viewpoint - The company is optimistic about the long-term prospects of its water business, which is currently in the early exploration and pilot stage [1] Group 1: Business Development - The company's products, Yili Kexin mineral water and freshly brewed tea, have been deployed in many cities and have achieved rapid growth over the past two years [1] - Yili Kexin freshly brewed tea is the first screw-cap freshly brewed tea in China, utilizing a patented fresh-keeping cap technology that preserves freeze-dried tea powder, allowing for instant dissolution in 3 seconds for a fresh tea experience [1] Group 2: Future Strategy - The company aims to enhance product quality and brand strength while expanding more channels and regions to reach a broader consumer base [1] - The company hopes that these efforts will contribute significantly to its future growth [1]

东鹏饮料（605499）(605499.SH)发布公告，根据公司整体经营发展战略规划，公司拟与成都温江高新 技术产业园区管委会签订《投资协议书》，投资项目为"东鹏饮料成都生产基地项目"，项目总投资11亿 元。为此，公司拟在成都市温江区注册设立成都东鹏维他命饮料有限公司(暂定，最终以工商注册为 准)，注册资本为1亿元人民币，专项负责推进、实施所投资项目。 ...

Core Viewpoint - Yuanqi Forest is reportedly considering an IPO in Hong Kong but has denied any current plans for listing [1]. Company Overview - Yuanqi Forest was established in 2016 and offers a variety of products including Yuanqi Forest sparkling water, Alien electrolyte water, Hao Zizai, Yuanqi Forest iced tea, Alien vitamin water, and Yuanqi Forest milk tea [1]. - The company's sales network spans across the entire country and has expanded to over 40 countries and regions, including Europe, North America, and Southeast Asia [1].

每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ （记者 张明双） 每经AI快讯，东鹏饮料1月22日晚间发布公告称，公司第三届第二十次董事会会议于2026年1月22日在 公司二楼VIP会议室以现场结合通讯的方式召开。会议审议了《关于拟签署投资协议暨设立全资子公司 的议案》等文件。 ...