不过，二季度公司业绩有所好转，营收1.83亿元，同比增长4.27%，环比增长7.76%；净利润2773万元， 同比增长33.18%，环比增长108%。净利润增长主要受益于浓缩乳制品销售增长，同时海南公司和可宝 业务的亏损在二季度有所收窄。 分业务来看： -浓缩乳制品业务：营收2.68亿元，同比增长3.8%，毛利率34.63%。尽管大包粉价格有所 上涨，但公司通过提前完成全年大部分原辅料战略性采购，保持了较好的利润率。细分品类中，炼乳类 增长为主，奶油实现两位数增长，奶酪受市场竞争加剧影响下降较多。 -椰品业务：营收3681万元，同 比增长97%，主要因对大客户的供货重回正轨。但由于椰子类原材料价格上涨，毛利率承压。7月起椰 子原材料价格进入下行通道，7月已实现盈亏平衡，预计下半年利润将有所改善，期望全年利润能够回 正。目前海南熊猫产能较满，海南新厂房计划明年投产，届时产能将进一步释放。 -乳品贸易业务：营 收4080.05万元，受进口奶粉价格高于国产奶粉的影响，大包粉现货大宗交易业务量下滑明显。公司已 披露套期保值业务制度，后续将尝试通过套期保值缓解价格波动对贸易业务的冲击。 8月22日，熊猫乳品集团股份有限 ...

Group 1 - The article promotes a coupon event where customers can receive discounts on purchases over 300 yuan, with a specific discount of 100 yuan applicable during the event period from May 29 to June 11, 2025 [1] - Each customer can claim one coupon of each type per day, starting at 6 AM, with limited availability [1][16] - The event includes various promotional items available for flash sales at specific times, such as cheese snacks and melons, with prices and discounts highlighted [3][6][4] Group 2 - Additional promotions include discounts on various food items, such as meat products and oils, with specific coupon requirements for each item [10][13][14] - The article mentions a special offer for new customers, including a 100 yuan coupon package and a chance to win a Redmi 13C phone through a shopping draw [18] - There are also mentions of a "1 yuan purchase" event and a "million red envelope rain" promotion, indicating a strategy to attract more customers through engaging offers [17][18]