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庄园牧场二股东股权全部冻结,身背业绩补偿款,曾被曝行贿
Bei Ke Cai Jing· 2025-07-12 03:39
兰州庄园牧场股份有限公司(简称"庄园牧场")近日发布公告显示,公司第二大股东马红富所持庄园牧 场全部股权已被法院冻结,约占公司总股本的16.47%。马红富已向法院提出执行管辖权异议,并计划 向法院申请不予执行。 资料显示,马红富曾是庄园牧场实控人、董事长,2020年3月被曝出向银行高管行贿。次年,马红富将 庄园牧场控制权转让给甘肃省农垦集团有限责任公司,卸任董事长职务。根据股权转让协议,由于庄园 牧场2021年-2023年未完成业绩承诺,马红富身背2030.55万元业绩补偿款,直至2025年5月还有1360.55 万元逾期未支付。马红富个人也因此收到深交所监管函。 庄园牧场未达成业绩承诺背后,与近年来上游奶价下行、下游市场竞争激烈有关,其布局全国市场的目 标也徘徊不前。随着新希望乳业、光明乳业、君乐宝陆续加码西北市场布局,庄园牧场核心市场竞争压 力也随之加大。 2020年3月,一份判决书揭开时任庄园牧场董事长马红富行贿的事实。裁判文书显示,为获得短期流动 贷款支持,2015年至2018年春节期间,庄园牧场董事长马红富先后4次以拜年之名,向农业发展银行甘 肃省分行营业部原总经理杨晓明进行现金行贿,合计约15万元 ...
西北乳业龙头“股东劫”,3220万股突遭冻结
Mei Ri Jing Ji Xin Wen· 2025-07-08 08:21
Core Viewpoint - The recent judicial freeze of 32.2 million shares held by the second-largest shareholder of Zhuangyuan Dairy, Ma Hongfu, has raised concerns about the company's governance and financial stability, as it represents 16.47% of the total share capital [2][3][6]. Shareholder Situation - Ma Hongfu's shares were frozen due to a personal arbitration matter involving a debt of 21.27 million yuan, leading to a significant impact on his ability to manage his stake in the company [2][3]. - The freeze includes 32.2 million shares that were already pledged, compounding the challenges for Ma Hongfu in managing his equity [3][6]. - The freeze is set to last for three years, from July 2, 2025, to July 1, 2028, which could limit his influence over company decisions [3][4]. Company Governance - The company has attempted to downplay the impact of the share freeze, asserting that Ma Hongfu is not the controlling shareholder and that it will not affect operational stability [6][8]. - However, the freeze on a significant stake held by a founding member raises questions about governance stability and potential impacts on shareholder rights and decision-making processes [8][6]. Financial Performance - Zhuangyuan Dairy has faced declining financial performance, with net profits falling from 50.48 million yuan in 2021 to a loss of 105 million yuan in 2023, leading to a cash compensation obligation of 20.31 million yuan for Ma Hongfu [11][18]. - The company's operational costs exceeded revenues, with a cost-to-revenue ratio of 101.57% in 2023, worsening to 113.56% in the first three quarters of 2024 [19][21]. Market Position - The company has seen a decline in revenue across its core markets, with significant drops in sales in Gansu and Shaanxi provinces, indicating a loss of market share [19][20]. - Despite increased marketing expenditures, the company has not achieved growth, leading to further financial strain [21].
菊乐股份董事长童恩文年近八旬、控股73%,外籍女婿高朝晖任总经理
Sou Hu Cai Jing· 2025-07-03 01:42
瑞财经 吴文婷6月30日,四川菊乐食品股份有限公司(以下简称"菊乐股份")北交所IPO申请获受理,保荐机构为中信建投证券股份有限公司,保荐代表 人为唐云、张钟伟,会计师事务所为信永中和会计师事务所(特殊普通合伙)。 菊乐股份的主营业务为含乳饮料及乳制品的研发、生产和销售。公司的主要产品包括含乳饮料、发酵乳、巴氏杀菌乳及灭菌乳等,能够满足不同群体、 不同场景对含乳饮料及乳制品的消费需求。 据招股书,2022年-2024年,菊乐股份实现营收分别为14.72亿元、15.62亿元、16.41亿元;归母净利润分别为1.72亿元、1.96亿元、2.32亿元。 | 项目 | 2024年12月31日 | 2023年12月31日 | 2022年12月31日 | | --- | --- | --- | --- | | | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 1.724.890.143.93 | 1.477.813.207.73 | 1.331.247.513.42 | | --- | --- | --- | --- | | 股东权益合计(元) | 1,180,207,940.12 ...
南方乳业北交所IPO,聚焦乳制品,年入超18亿
Ge Long Hui· 2025-06-26 03:19
Core Viewpoint - Guizhou Southern Dairy Co., Ltd. is set to launch an IPO on the Beijing Stock Exchange, focusing on the manufacturing and sales of dairy products and dairy beverages, with a significant market presence in the domestic dairy industry [1] Group 1: Company Overview - Southern Dairy integrates research and development, production, sales, and dairy farming, with main products including various low-temperature dairy products, long-term dairy products, dairy beverages, and fresh milk [1] - The company operates under brands such as "Shan Hua" and "Hua Du Mu Chang" and has a revenue composition where dairy products account for over 96% from 2022 to 2024 [1] Group 2: Financial Performance - Revenue figures for Southern Dairy during the reporting period are approximately 1.575 billion yuan in 2022, 1.804 billion yuan in 2023, and 1.817 billion yuan in 2024, with net profits of about 173 million yuan, 200 million yuan, and 209 million yuan respectively [3] - The gross profit margins for the same years are 24.61%, 24.44%, and 28.15% [3] Group 3: Revenue Breakdown - In 2024, dairy products are projected to generate 178.83 million yuan, accounting for 98.44% of total revenue, with long-term dairy products contributing 117.35 million yuan (64.60%) and low-temperature dairy products 61.47 million yuan (33.84%) [2] - Dairy beverages are expected to contribute only 1.08% of total revenue in 2024, indicating a low revenue share compared to dairy products [2] Group 4: Market Position and Risks - Southern Dairy has a concentrated sales risk, with over 90% of its revenue coming from Guizhou Province and a market share of 67.84%, indicating strong local dominance but low national brand recognition compared to larger competitors [5] - The company faces risks from raw material price fluctuations, particularly in fresh milk, which has seen a price drop of 20.43% over the past two years [6] Group 5: IPO Fund Utilization - The company plans to raise 980 million yuan through the IPO, with funds allocated for the construction of a dairy cattle breeding base, marketing network development, and working capital supplementation [6][7] - The investment in the breeding base aims to reduce raw material costs and mitigate price volatility risks, while the marketing network project seeks to expand market reach beyond regional limitations [7]
专访丨国际乳联呼吁深化欧中乳业合作——访国际乳品联合会总干事劳伦斯·赖肯
Xin Hua Wang· 2025-06-26 01:02
新华社阿姆斯特丹6月25日电 专访|国际乳联呼吁深化欧中乳业合作——访国际乳品联合会总干事劳 伦斯·赖肯 新华社记者王湘江 马志异 "中国正通过创新与科技发展积极建立连接欧洲等传统乳品市场的桥梁。欧中可以开展更深入的合作, 取长补短、共同推动全球乳业的创新和可持续发展。"国际乳品联合会(简称国际乳联)总干事劳伦斯· 赖肯日前接受新华社记者专访时表示。 谈及对中国的印象时,赖肯说,她在今年5月首次访问中国,亲眼看到中国企业如何协作,并推动一系 列新产品开发上市。"让我特别感兴趣的是,中国企业通过技术手段将食品便捷地送达各地,以及乳品 如何被应用于饮品、奶茶等各类消费场景中。中国在提高乳品消费普及度方面的努力与成效,给我留下 了非常深刻的印象。"她说。 赖肯日前在荷兰阿姆斯特丹召开的第十八届全球乳业大会期间表示,全球乳业正经历快速变革,供应与 需求都在发生深刻调整。中国是人口大国,对乳品需求持续上升。在老龄化背景下,保障人口健康和全 面发展是未来全球乳业面临的重要课题。欧洲与中国之间的联系非常紧密,双方优势互补,合作空间广 阔。 她表示,欧洲在制作发酵乳品、酸奶和奶酪方面拥有丰富经验,而中国在创新和科技方面发展迅 ...
《长安的荔枝》花式变现,数钱的是腾讯视频
21世纪经济报道· 2025-06-22 15:42
作 者丨贺泓源 编 辑丨刘婧汐 骆一帆 腾讯视频的商务团队真给力。 他们开启了《长安的荔枝》的花式变现。据不完全统计,该剧投放品牌已超30家。从乳业 的"过饱和"投放,也能感受到市场对于《长安的荔枝》的热情。伊利、蒙牛、飞鹤都在疯抢 《长安的荔枝》。 今天,我们就来聊下,腾讯视频是怎么靠《长安的荔枝》疯狂带货的。 首先,我们欣赏下《长安的荔枝》招商盛况。投放该剧的都是大品牌,包括天猫、唯品会、 脉动、海底捞、五粮春、奥利奥、长安汽车、滴滴租车、百威、农夫山泉等头部广告主。 从乳业来看,更是夸张。包括飞鹤、爱他美、美赞臣在内的诸多婴配粉品牌,伊利旗下舒化 奶、甄稀 冰淇淋、安慕希酸奶、宫酪,蒙牛旗下每日鲜语等均在该剧有所投放。雷佳音在蒙 牛的广告还没播完,岳云鹏在伊利的广告就已经上线。 大量联名产品也卖得很好。 认养一头牛推出的荔枝风味发酵乳首发日销量突破10万瓶,茉莉荔枝风味鲜牛乳冰淇淋上市 一周全渠道出库量已超30万支。瑞幸联名的荔枝冰萃系列,上线两天一度被抢到断货。 甚至,茂名农文旅与《长安的荔枝》也有合作。 在剧集带动下,荔枝销售也确实越来越火。 在京东,广东荔枝成交额同比增长超560%。美团数据显示, ...
茶咖日报|咖啡黄酒“双刺激”?古越龙山回应:适量饮用无负担
Guan Cha Zhe Wang· 2025-06-20 12:41
Group 1: Company Developments - Guyue Longshan stated that its coffee yellow wine product, "Fei Huang Teng Da," is suitable for young consumers and can be consumed in moderation without health concerns [1] - Luckin Coffee's new innovation production center in Qingdao aims to become the largest coffee roasting production base in China, with an expected annual output of 55,000 tons of roasted coffee beans and an annual output value of 3 billion yuan [3] - Baifei Dairy announced plans to establish "Guangxi Baifei Tianrui Dairy Buffalo Breeding Co., Ltd." to develop dairy buffalo breeding, following its recent IPO acceptance on the Shanghai Stock Exchange [4] Group 2: Industry Trends - Cafebreak announced its partnership with the "Su Super" Jiangsu City Football League to enhance brand promotion and fan engagement through various marketing activities [2] - Hu Shang A Yi revealed that the tea beverage market is expected to exceed 400 billion yuan by 2028, with fruit tea and milk tea being the most popular categories among consumers [5]
百菲乳业、恒运昌、上海超硅上交所IPO“已受理”
智通财经网· 2025-06-15 22:58
| 发行人全称 | 板块 | 审核状态 | 注册地 | 行业分类 | 保荐机构 | | --- | --- | --- | --- | --- | --- | | 上海超硅半导体股份有限 | 科创板 | 已受理 | 下滑 | 计算机、通信和其 | 长江证券承销保 | | 公司 | | | | 他电子设备制造业 | 荐有限公司 | | 深圳市恒运昌真空技术股 | 科创板 | 已受理 | 广东 | 专用设备制造业 | 中信证券股份有 | | 份有限公司 | | | | | 限公司 | | 西百菲乳业股份有限公 | 主板 | 已受理 | 广西 | 食品制造业 | 国融证券股份有 | | lo | | | | | 限公司 | 招股书显示,百菲乳业主要从事乳制品和含乳饮料的研发、生产与销售,产品包括以生水牛乳、生牛乳为主要原料的灭菌乳、调制乳、发酵乳、巴氏杀菌乳 和含乳饮料等。 智通财经APP获悉,6月13日,上交所披露,广西百菲乳业股份有限公司(百菲乳业)、深圳市恒运昌真空技术股份有限公司(恒运昌)、上海超硅半导体股份有 限公司(上海超硅)上交所IPO申请已获受理。 上海超硅主要从事全球半导体市场需求最大的300 m ...
乳品进口注意事项(海关答疑)
Ren Min Ri Bao· 2025-06-13 20:06
Core Points - The company is planning to import dairy products due to business expansion needs, which includes various types of dairy such as raw milk, pasteurized milk, and infant formula [1] - The import of dairy products is regulated by multiple laws and regulations in China, including the Food Safety Law and the Import and Export Food Safety Management Measures [1] Group 1: National Access - China implements access management for imported dairy products, with the General Administration of Customs evaluating the food safety management systems of exporting countries before granting access [2] Group 2: Company Qualifications - Foreign dairy producers must be registered through their local authorities and approved by the General Administration of Customs before exporting to China [3] - Exporters and agents must register with the General Administration of Customs to handle food import business [3] Group 3: Import Declaration - Importers must declare the import of dairy products truthfully to customs, providing necessary documents such as health certificates and proof of compliance with Chinese food safety standards [4] - For infant formula, a specific registration certificate is required, and organic products must have relevant certification [5] Group 4: Goods Release and Non-compliance Handling - Customs will release imported dairy products that pass inspection and issue a quarantine certificate, while non-compliant products will be handled according to regulations [6] Group 5: Other Requirements - Packaging must include the registration number of the producer in China or the approval number from the local authority [8] - Infant formula must have a shelf life of at least three months from the date of customs declaration, and large packages cannot be repackaged in China [8] - Labels for special dietary foods must be printed directly on the smallest retail packaging without additional stickers [8]
南方乳业转战北交所IPO:一年两换董事长,75后耿坤成“女掌门人”
Sou Hu Cai Jing· 2025-06-13 01:21
Core Viewpoint - Guizhou Southern Dairy Co., Ltd. has completed its listing guidance work and plans to IPO on the Beijing Stock Exchange, with CITIC Securities as the guiding institution [2]. Financial Performance - In 2024, Southern Dairy reported operating revenue of 1.817 billion, a year-on-year increase of 0.65% [2][3]. - The net profit attributable to shareholders was 209 million, reflecting a growth of 4.36% compared to the previous year [2][3]. - The gross profit margin improved to 28.15%, up from 24.44% in the previous year [2][3]. Shareholding Structure - As of December 31, 2024, the controlling shareholder of Southern Dairy is Guiyang Agricultural Investment Group, which holds 88.21% of the company's shares [3]. Management Changes - Southern Dairy has experienced three changes in chairmanship within a year, with Wang Qiansheng retiring in May 2024, followed by Huang Dezhe and then Geng Kun taking over in June 2025 [4]. Leadership Profile - Geng Kun, the current chairman, has a background in agricultural technology and has held various positions in agricultural institutions prior to his appointment [5].