6月10日，成都中国天府农业博览园内，"以鲜为美，质领未来"新希望乳业2025年投资者大会拉开序 幕。作为新希望乳业高质量增长的动力之一，旗下明星产品及新品纷纷亮相现场，新希望乳业精心打造 多个产品互动展区，通过沉浸式地现场体验，向外界生动展示着新希望乳业"以用户为中心"的产品矩阵 与创新实践，勾勒出其在2024年复杂市场环境下逆势增长的产品动能。 从以鲜为主到三鲜鼎立，新希望乳业扩充核心品类 基于对消费趋势的敏锐把握，新希望乳业进一步丰富了其产品版图，推动品类发展至"三鲜鼎立"的新阶 段——即鲜奶、酸奶、特色饮品三大核心品类共同发力。2024年，公司新品收入占比连续4年保持双位 数。在饮品领域，新希望乳业展现出强劲的增长潜力。无论是满足个性化口味需求的绿豆爽、轻乳茶等 创新产品，还是深度融合地方文化的"三牧凉山雪"，新乳业始终坚定围绕"鲜"字构筑核心竞争力，为公 司高质量增长提供源源不断的产品动力。 从优质产品到场景消费，新希望乳业驱动增长引擎 创新势能正加速转化为场景渗透力，驱动企业长期增长。本次投资者大会，新希望乳业以场景为核心理 念搭建起多个产品体验展区，邀请与会人员一起沉浸式体验。作为新希望乳业的战 ...

Core Viewpoint - New Hope Dairy is responding positively to the regulatory encouragement for increased cash dividends, implementing a mid-term dividend for the first time in 2024, with a significant increase in the overall dividend rate [1] Group 1: Financial Performance - In 2024, New Hope Dairy achieved operating revenue of 10.665 billion yuan and a net profit attributable to shareholders of 538 million yuan, representing a year-on-year growth of 24.8% [1] - In the first quarter of 2025, the company continued to perform well, with operating revenue and net profit growth rates of 0.42% and 48.46% respectively [1] Group 2: Business Strategy - The company is advancing its "Fresh Cube Strategy" amidst a slowing growth environment in the domestic dairy industry, focusing on core business enhancement and value improvement to outperform the industry average [1] - New Hope Dairy is implementing a "Fresh Acid Dual Strong" product development strategy, leading to over 15% revenue growth in its mid-to-high-end product series [2] Group 3: Innovation and Market Potential - Innovation is a key driver for New Hope Dairy's business growth, with the company investing in talent, performance, and research projects to support new product development [2] - The low-temperature fresh milk market in China still has significant growth potential, with low overall penetration and regional imbalances, indicating a positive long-term industry trend [3] Group 4: Future Outlook - For 2025, New Hope Dairy aims to enhance revenue growth and net profit margins while focusing on product innovation, effective channel expansion, and cost management [3] - The company plans to strengthen its technological capabilities through advancements in biotechnology and digital technology to create new production capacities [3]

Core Viewpoint - The company is preparing for its 2024 Annual General Meeting, focusing on various proposals including financial reports, budget plans, and compensation schemes for executives and board members [1][4][5]. Group 1: Meeting Structure and Procedures - The meeting will be chaired by Chairman Xi Gang, and shareholders will have the right to speak, inquire, and vote on each proposal [1][2]. - Voting will be conducted through a combination of on-site and online methods, with results announced immediately [2][4]. - The meeting will include the election of vote counters and monitors from among the attending shareholders [2][4]. Group 2: Financial Performance - The company reported a revenue of 1,066,542.35 million yuan for 2024, a decrease of 2.93% compared to 2023 [6][13]. - The net profit attributable to shareholders was 53,769.09 million yuan, reflecting a growth of 24.80% year-on-year [6][13]. - The total assets as of December 31, 2024, amounted to 887,866.69 million yuan, a slight decrease of 0.66% from the previous year [6][7]. Group 3: Financial Indicators - The company’s operating profit was reported at 68,000.76 million yuan, an increase of 33.89% from 2023 [6]. - The basic earnings per share rose to 0.62 yuan, a 24.00% increase compared to the previous year [6][12]. - The asset-liability ratio improved from 70.47% to 64.61%, indicating a reduction of 5.86 percentage points [6][9]. Group 4: Budget and Financing Proposals - The company proposed a financing guarantee limit of 575 million yuan for 2025, which would not exceed 18.82% of the latest audited net assets [21][22]. - The company plans to apply for a comprehensive credit limit from financial institutions for 2025, with specific details to be discussed at the meeting [23].

深圳商报·读创客户端 夏显平 新乳业发布2024年年度报告以及2025年一季报。去年，新乳业实现营业收入106.65亿元；归母净利润 5.38亿元，增24.8%。该公司2025年一季度营业收入26.25亿；归母净利润1.33亿，同比提升48.46%。 2024年是新乳业推进新的五年战略规划的第二年。在乳品行业增速放缓、市场竞争更加激烈的大环境 下，新乳业以提振乳品消费为突破口，持续深化"鲜立方战略"，强化核心业务，围绕"以鲜为美"打出拉 动消费的组合拳，收入规模总体稳定，净利润显著提升，资产负债率显著下降，经营质量得到进一步提 升，经营水平和投资回报不断提高。2024年实施的2023年度分红较上年增加76%，并推动了上市以来的 首次中期分红。 同时，其今年一季度净利润率5.25%，同比增加1.69个百分点，经营性净现金流实现1.6亿，较同期大幅 改善，资产负债率较2025年期初下降2.38个百分点，业绩表现持续跑赢行业大盘。 报告显示，新乳业坚持"鲜立方战略"不动摇，聚焦核心品类发展，报告期内，低温鲜奶和低温酸奶均取 得中高个位数增长，低温品类占比持续提高；高端鲜奶和低温调制乳同比实现双位数增长，旗下"24小 ...