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A股午评 | 指数震荡走强 锂板块拉升 液冷服务器概念走强
智通财经网· 2025-12-17 03:48
展望后市,银河证券认为,短期来看,临近年底,市场震荡结构的特征或将延续,行情轮动速度较快, 重点关注明年政策红利与景气方向的布局机会。 12月17日,A股早盘震荡走强,三大指数集体上涨,逾3700股下跌,半日成交1万亿,较上个交易日缩 量987亿。截至午间收盘,上证指数涨0.17%,深证成指涨0.83%,创业板指涨1.21%。 盘面上,热点轮动较快,锂矿概念走强,金圆股份4天2板,盛新锂能涨停;电解液概念震荡反弹,天际 股份涨停;算力硬件概念表现活跃,环旭电子涨停,"易中天"光模块三巨头集体上涨;零售、乳业概念 探底回升,庄园牧场直线涨停,利群股份2连板。 焦点个股方面,沐曦股份盘中一度涨超700%,股价突破800元大关。 下跌方面,海南、军工等板块跌幅靠前。 AI医疗概念活跃,美年健康直线涨停,华人健康领涨,卫宁健康、迪安诊断、创业慧康、思创医惠跟 涨。 点评:消息面上,国家医保局表示,2026年将深入推进智慧医保,引导医疗机构、医药企业、科研机构 等广泛参与推动医保领域人工智能发展。此外,近年来国家持续推进医疗数智化建设,出台多项政策支 持AI医疗发展。 机构观点 热门板块 1、液冷服务器概念走强 液冷服 ...
The consolidated sales of VILVI Group November 2025
Globenewswire· 2025-12-10 07:40
Core Insights - VILVI Group reported consolidated sales of EUR 22.86 million for November 2025, representing a 9.0% increase compared to November 2024 [1] - For the period from January to November 2025, the Group's consolidated sales reached EUR 264.67 million, marking a 17.1% increase compared to the same period last year [1] Financial Performance - November 2025 consolidated sales: EUR 22.86 million, up 9.0% year-over-year [1] - January to November 2025 consolidated sales: EUR 264.67 million, up 17.1% year-over-year [1]
FrieslandCampina buys US ingredients firm Wisconsin Whey Protein
Yahoo Finance· 2025-12-03 10:48
Dutch dairy cooperative FrieslandCampina has announced plans to add to its B2B ingredients interests with the acquisition of Wisconsin Whey Protein. The financial terms of the transaction for the US producer of whey protein isolates were not revealed. In a statement yesterday (2 December), FrieslandCampina said the deal will “significantly” increase its ingredients unit’s whey protein capacity. The owner of the Campina, Friesche Vlag and Dutch Lady brands called the proposed deal a “milestone” for its i ...
X @BBC News (World)
BBC News (World)· 2025-12-01 00:11
Greek sheep and goat cull raises fears of feta cheese shortage https://t.co/Dkl8KPB9Pq ...
Lactalis disputes employee profit bonus claims
Yahoo Finance· 2025-11-26 13:45
Lactalis is facing accusations in France of under-paying staff profit bonuses, allegations the dairy giant disputes. According to the news agency AFP, more than 500 current and former employees have filed a case with the Parquet National Financier (PNF), or the National Financial Prosecutor’s Office, accusing privately-owned Lactalis of misrepresenting its annual profits. Representing the employees, lawyer Renaud Portejoie was reported by AFP yesterday (25 November) as saying the affected workers could p ...
Austrian dairy groups SalzburgMilch, Pinzgau Milch plan merger
Yahoo Finance· 2025-11-26 13:22
Core Viewpoint - Austrian dairy group SalzburgMilch is planning a strategic merger with local peer Pinzgau Milch, aiming to create a joint company and enhance collaboration in dairy product manufacturing [1][5]. Company Overview - SalzburgMilch is Austria's third-largest dairy group, sourcing milk from approximately 2,400 farming suppliers and marketing over 600 products. It processes 331 million kilograms of milk annually and employs around 450 people [3]. - Pinzgau Milch, a contract manufacturer of dairy products, reported a turnover of €155 million in 2024, with 47% of its sales coming from exports. The company employs around 250 people and sources milk from about 1,000 farms, with nearly 60% being organic [4]. Financial Performance - In 2024, SalzburgMilch generated sales of €350 million ($405 million), with more than 40% derived from exports [4]. - Pinzgau Milch's turnover for 2024 was €155 million, with exports constituting 47% of its sales [4]. Strategic Intent - The merger is intended to optimize synergies, strengthen regionality and product quality, and ensure long-term viability of the farming structure while retaining added value within the region [2][5]. - The deal is part of a broader trend of mergers in the European dairy industry, following recent announcements by other major players [5][6].
Imlek CEO teams with AJFH to buy Serbian dairy business
Yahoo Finance· 2025-11-25 12:54
Core Viewpoint - Serbian dairy company Imlek is being sold by private-equity investor MidEuropa to investment firm AJFH, with the transaction pending regulatory approvals [1] Company Overview - Imlek is described as the leading dairy business in Serbia and the Balkans, operating four production facilities in Belgrade and processing 400 million liters of milk annually from over 3,500 farmers [2][3] - The company offers a variety of dairy products, including butter, yogurt, flavored milk drinks, cheese, and kefir, and owns several brands such as Moja Kravica and Mlekara Subotica [3] Transaction Details - The acquisition is led by Andrej Jovanović, the entrepreneur behind AJFH, and Imlek's CEO Bojan Radun, with plans to drive the company's growth [2][3] - The transaction is expected to close in the first quarter of the upcoming year [3] Leadership Background - Andrej Jovanović co-founded Marbo Products, now a subsidiary of PepsiCo, and has experience in the food and drinks sector [4] - Bojan Radun has been CEO of Imlek since 2018 and has a significant interest in juice producer Nectar [5] Financial Context - MidEuropa previously acquired Imlek as part of its purchase of Danube Foods Group, which reported revenues of €400 million (approximately $461 million) in 2014 [5]
X @Bloomberg
Bloomberg· 2025-11-20 23:34
Malaysia’s largest dairy producer Farm Fresh is stepping up its expansion across Southeast Asia to grab a bigger slice of the region’s more than half a billion consumers https://t.co/guzU3Ow4Kt ...
Müller buys pair of Hochwald brands, factory
Yahoo Finance· 2025-11-20 10:52
Core Insights - Unternehmensgruppe Theo Müller has agreed to acquire a production site and associated brands from Hochwald Foods, including the Lüneburg facility and its 150 employees, although financial details were not disclosed [1][2] - The acquisition includes all trademark rights and products of the Elinas and Lünebest brands, with production continuing at the Lüneburg plant, aimed at complementing Müller's dairy product portfolio in the German market [2] - Hochwald Foods stated that the sale aligns with its strategy to focus on core offerings, as it sees limited development prospects for the acquired brands in a highly competitive yogurt segment [3][4] Company Performance - Hochwald Foods reported sales revenues of €2.01 billion ($2.3 billion) in 2024, reflecting a 2% increase from the previous year, with EBITDA rising by €22.9 million to €161.2 million [5] - Domestic sales accounted for 59% of Hochwald's turnover, while exports contributed the remaining share, with increased volumes to Arab markets noted [5] Strategic Moves - In 2023, Hochwald acquired the Tuffi brand from Müller, following regulatory clearance, which was part of a divestment condition for Müller’s acquisition of FrieslandCampina's German business [6] - Müller has been expanding its presence in the UK functional food market, highlighted by its acquisition of Biotiful Gut Health, a producer of kefir drinks and yogurts [7]
X @Bloomberg
Bloomberg· 2025-11-19 04:26
New Zealand dairy farmers are likely to respond cautiously when they receive a substantial capital return next year, but some may want to enjoy part of the windfall, Fonterra Cooperative Group CEO Hurrell says https://t.co/IPSxV0EVB3 ...