在追求健康的过程中，很多人关注饮食和锻炼，往往忽视了饮料对身体的强大影响。饮料在管理健 康方面发挥了重要作用，特别是对胆固醇水平的调节。 胆固醇是一种存在于血液中的蜡状物质，它是构建健康细胞所必需的。然而，低密度脂蛋白胆固醇 （俗称坏胆固醇，英文简称为LDL-C）水平高会导致心脏病。 今天，就为大家介绍12种有助于降低坏胆固醇水平的饮料，可以用简单而又美味的方法来改善心脏 健康。 绿茶 经常喝绿茶能获得多种健康益处。绿茶富含抗氧化剂，尤其是儿茶素，它能降低低密度脂蛋白胆固 醇水平。绿茶有助于防止LDL颗粒的氧化，这一过程会造成动脉粥样硬化的形成。研究表明，每天饮用 2~3杯绿茶能显著降低坏胆固醇，改善心脏的整体健康。 此外，绿茶能提高代谢功能和促进脂肪流失，进一步支持心血管健康。无论是喝热水泡的绿茶还是 饮用冰绿茶，它微妙的味道和多功能的用途使其很容易成为日常饮食的补充。 除了降低胆固醇的特性，饮用绿茶还能改善大脑功能，降低患某些癌症的风险，这就使它成为一种 有益于整体健康的饮料。 燕麦奶富含β-葡聚糖，这种可溶性膳食纤维与肠道中的胆固醇结合，防止其被吸收到血液中。除了 对心脏健康有益，燕麦奶也是维生素和矿物 ...

Q6：公司去年海外业务做得怎么样？对业绩贡献如何？ A6：目前，公司海外业务仍处于探索、培育阶段，未来，公司将继续拓展海 外市场，增加海外销售渠道和销售规模。 Q7：公司在燕麦行业处于什么地位？ | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 ☑业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他（线上交流会） | | 参与单位名 | 网络投资者 | | 称及人员 | | | 时间 | 2025 年 5 月 20 日 15：00-16：00 | | 地点 | 深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn）"云访谈"栏 | | 形式 | 网络调研 | | 上市公司 | 总经理：孟祥胜 董事、董秘、副总经理：谢金菱 财务总监：张志雄 独立董 | | 接待人员 | 事：董舟江 | | | Q1：公司目前还有哪些比较有潜力的产品？ | | | A1：第一，燕麦+复合类的产品，公司会持续进行产品更新迭代。目前从数据 | | | 上看较符合公司预期，燕麦+过去几年持续保持了比较高的增长，从销售数据 ...

Core Viewpoint - The company is facing significant challenges as it prepares for the unlocking of 3.46 million restricted shares, which represents 0.33% of its total share capital, amidst declining revenue and profit in the first quarter of 2024 [1][2]. Group 1: Financial Performance - In Q1 2024, the company's revenue decreased by 18.4% year-on-year to 1 billion yuan, while net profit fell by 12.5% to 215 million yuan [1][2]. - The company's revenue has been stagnant between 2 billion and 3 billion yuan from 2019 to 2023, with the anticipated growth in 2024 largely dependent on price increases rather than market expansion [2]. Group 2: Market and Product Challenges - The core product, almond milk, accounts for 96.84% of total revenue, but consumer feedback indicates issues with taste and a lack of innovation, leading to competition from new categories like coconut water [2]. - The company is experiencing pressure from rising raw material costs, particularly due to a 30% increase in procurement prices for wild almonds in 2023, which has contributed to a decline in gross margin from 52.62% in 2019 to 40.94% [2]. Group 3: Innovation and R&D Investment - The company relies on traditional retail channels for over 90% of its revenue, with the northern market contributing more than 90%, while the southern market remains underdeveloped due to trademark disputes and channel barriers [3]. - There is a significant disparity in R&D investment, with the company allocating less than 0.5% of its revenue to R&D, compared to over 5% for competitors like Oatly, which has resulted in a lack of product innovation [3]. Group 4: Industry Trends and Future Outlook - The traditional brand's competitive edge is eroding as new brands tighten their grip on the market, indicating a need for breakthroughs in product innovation, channel transformation, and organizational efficiency [4]. - The shift in consumer preferences towards functional and differentiated health drinks poses a challenge for the company, which has not adapted to the evolving market dynamics [3][4].

历经二十一载岁月沉淀，新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选，不仅见证 了中国资本市场蓬勃发展的壮阔征程，更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力，持续优化上市公司治理、深化投资者关系管理，已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际，诚邀历届金牌董秘，分享企业战略、发展历程与职业经验，以实战洞见 解构资本风云，共探行业发展逻辑。 0 1 佳禾食品董秘柳新仁的成长坐标 2004年，一个年轻人走进了苏州的一家食品企业，彼时，他的身份是一名采购经理；二十年后，他已 成为这家企业连接资本市场最重要的桥梁人物。 柳新仁，现任佳禾食品董事会秘书、副总经理、董事，在这家从"植脂末之王"到"健康食品先锋"不断 转型的企业中，见证了每一次蜕变，也亲手参与了每一个关键时刻。 虽然他没有闪亮的起点，但正是这种长期扎根与持续进化，使他在董秘这一复合型岗位上不断打开新 的边界。从幕后到台前，从业务到资本，从单点执行到战略联动，他用二十年的职业沉淀诠释了什么 是"董秘的长期主义"。 柳新仁职业生涯的关键转折点，出现在佳 ...

财报显示，2025年一季度，养元饮品实现营业收入18.6亿元，同比减少19.7%，归母净利润6.4亿元，同比减少约27%；承德露露的情况也类似，一季度实现 收入10亿元，同比减少18.4%，归母净利润2.2亿元，同比减少12.5%。 两家上市公司证代办工作人员表示，之所以一季度业绩下降，一方面与2025年春节较早，备货期集中在2024年末，导致错位对比；另一方面，也与目前低迷 的市场环境有关。 记者注意到，2024年第四季度，养元饮品和承德露露的收入分别增长了16.1%和22.7%，但从全年数据看，上述两家企业的部分业绩指标也有所下滑，养元 饮品实现收入60.6亿元，同比还减少了1.7%。 近年来，在健康化的推动下，饮料行业也是近年来表现较好的快消品类之一，但国内传统的植物蛋白饮品却没有享受到健康化升级带来的增长红利。从具体 业务看，2024年养元饮品核心产品核桃乳收入53.7亿元，反而下滑了5.9%，保持增长的则是功能性饮料，收入6.5亿元，同比增长了45%。 国内传统的植物蛋白饮品却没有享受到健康化升级带来的增长红利 GENER I # .. E . -277 S I . FOR A BOD ! 0 2 ...

青岛啤酒：拟收购即墨黄酒100%股权，销售淡旺季上可形成互补效应 酒业 贵州茅台：张艺兴成为茅台文旅代言人 5月7日，贵州茅台官方微博发布消息，宣布张艺兴成为茅台文旅代言人。 5月7日，青岛啤酒发布关于收购山东即墨黄酒厂有限公司100%股权的公告。披露为增强产业协同性及企业发展竞争 力，青岛啤酒股份有限公司与新华锦集团有限公司、山东鲁锦进出口集团有限公司及山东即墨黄酒厂有限公司签订 《股权转让协议》，本公司拟从新华锦集团和鲁锦集团处受让其合计持有的即墨黄酒 100%股权，相关对价为人民币 66,500 万元和价格调整期损益金额之和。本次股权收购交易完成交割后，本公司将持有即墨黄酒全部股权，即墨黄酒 成为本公司的全资子公司，纳入公司合并报表范围。公告称，公司坚持以创新驱动高质量发展，通过本次股权收购持 有即墨黄酒 100%股权，公司积极拓展非啤酒业务跨产业布局，推动多元化发展，为公司未来带来新的发展契机。即 墨黄酒与本公司同属发酵酒类行业，随着即墨黄酒的加入，将进一步丰富本公司产品线，拓宽市场渠道，为广大消费 者提供更加多元化的选择。在品牌及产品宣传推广、销售网络与渠道等方面与公司现有优势市场和资源进行协同，进 ...

Core Insights - The company is focusing on both online and offline channels for its coffee business, with a greater emphasis on brand investment online while utilizing distributors for offline sales [1] - The company identifies several growth strategies for profitability, including expanding into Southeast Asia, addressing the decline in powdered oil revenue, diversifying product offerings, and improving marketing efficiency for consumer products [1] - The increase in sales expenses for 2024 and Q1 2025 is attributed to enhanced C-end promotion efforts, particularly through social media and traditional e-commerce platforms [2] Group 1 - The coffee business encompasses both online and offline channels, with a stronger focus on brand development online and leveraging distributors for offline sales [1] - The company is actively pursuing growth in the Southeast Asian market, particularly in powdered oils, coffee, and plant-based products [1] - The company has established a diversified product structure that includes coffee, plant-based products, syrups, and innovative foods, contributing significantly to revenue [1] Group 2 - The increase in sales expenses is primarily due to intensified C-end marketing efforts, especially through platforms like Douyin and Kuaishou [2] - The company aims to control overall expense ratios to mitigate the impact on profits while continuing to invest in C-end business expansion [2]

Core Viewpoint - The company reported strong revenue growth and profitability in 2024 and Q1 2025, driven by its core oat business and expansion into new retail channels [1][2][3]. Financial Performance - In 2024, the company achieved revenue of 1.9 billion yuan, a year-on-year increase of 20.2%, and a net profit attributable to shareholders of 130 million yuan, up 15.4% [1]. - For Q1 2025, revenue reached 660 million yuan, reflecting a year-on-year growth of 15.9%, with a net profit of 60 million yuan, increasing by 21.2% [1]. Product Performance - The company's main oat products, including pure oat flakes, compound oat flakes, and cold oat products, generated revenues of 710 million, 850 million, 150 million, 140 million, and 50 million yuan respectively, with growth rates of 9.6%, 28.8%, 24.1%, 23.9%, and 25.3% [2]. - The "Oat+" series and the classic milk oat series each surpassed 200 million yuan in sales, with the "Oat+" series growing over 20% and the milk oat series over 30% year-on-year [2]. Channel Development - The company emphasized the development of direct sales channels, achieving revenue of 830 million yuan from direct sales, a year-on-year increase of 31.0% [2]. - Online sales, particularly through traditional e-commerce and social e-commerce platforms like Douyin, saw significant growth, with Douyin's GMV reaching 470 million yuan, up 20.3% year-on-year [2]. Cost and Profitability - The gross margin for 2024 was 41.3%, a decrease of 3.2 percentage points year-on-year, primarily due to rising raw material costs and low capacity utilization of new production facilities [3]. - The net profit margin for 2024 was 7.0%, down 0.3 percentage points year-on-year, but improved to 8.3% in Q1 2025, reflecting a 0.3 percentage point increase [3]. Strategic Expansion - The company is expanding its product range beyond oats, developing new products such as instant porridge, lotus root powder, sesame paste, and probiotic protein powder, while also pursuing strategic partnerships and acquisitions [3][4]. - The company is actively embracing new retail channels, including snack wholesale, Douyin e-commerce, and membership stores, leading to rapid growth [4]. Market Outlook - The company forecasts net profits of 180 million, 230 million, and 280 million yuan for 2025-2027, with corresponding EPS of 0.81, 1.01, and 1.24 yuan [4]. - As a leading player in the oat industry, the company is expected to benefit from market expansion and increased concentration, with potential for profit improvement in the future [4].

FBIF食品创新展（FBIF超级选品会）将于2025年 5月8-10日 在国家会展中心（上海）举办。倒计时3天！ 600+ 展商将参展， 100+ 全球渠道驻场对接， 2000+ 创新产品，将吸引 47000+ 观众观展， 300+ 位渠道与品牌嘉宾出席渠道晚宴。同期举办的 FBIF2025食品饮料创新论坛将有200+位演讲嘉宾及评委，7400+位行业嘉宾参会。 上海市青浦区崧泽大道333号 展位地图 6.2馆 展览入场时间 | 活动 | 时间 | | --- | --- | | 展览参观 | 5月8-9日 9:00-17:00 | | | 5月10日 9:00-14:00 | 展览地点 国家会展中心（上海）4.2馆、5.2馆、6.2馆 | 1112 | 1115 | 1113 | J110 | 1108 | J107 | 1106 | 1105 | I104 | J101 | 1114 | I111 | 1109 | 1103 | 1102 | 鲜滋友 食验室 宏瑞特 初酪 | 手道 可靠可处 Dobby | 手道 可菲可梵 Dobby | 今慶郎 | | | | | | | | | | | | | | | ...

Oatly Group (OTLY) Q1 2025 Earnings Call April 30, 2025 07:30 AM ET Company Participants Brian Kearney - VP-IRJean-Christophe Flatin - Chief Executive OfficerDaniel Ordoñez - Global President & COOMarie-José David - CFOMax Gumport - Director - Equity ResearchAndrew Lazar - Managing DirectorJohn Baumgartner - Managing Director, Equity Research Conference Call Participants Michael Lavery - Senior Equity Research AnalystElsa Evans - Equity Analyst Operator Please note this event is being recorded. I would now ...