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华宝股份: 华宝香精股份有限公司2025年限制性股票激励计划(草案)
Zheng Quan Zhi Xing· 2025-08-25 17:14
证券简称:华宝股份 证券代码:300741 华宝香精股份有限公司 (草案) 华宝香精股份有限公司 声 明 本公司及全体董事、监事保证本激励计划草案不存在虚假记载、误导性陈述 或重大遗漏,并对其真实性、准确性、完整性承担个别和连带的法律责任。 本公司所有激励对象承诺,公司因信息披露文件中有虚假记载、误导性陈述 或者重大遗漏,导致不符合授予权益或权益归属安排的,激励对象应当自相关信 息披露文件被确认存在虚假记载、误导性陈述或者重大遗漏后,将由本激励计划 所获得的全部利益返还公司。 特别提示 一、本激励计划系依据《中华人民共和国公司法》 《中华人民共和国证券法》 《上市公司股权激励管理办法》《深圳证券交易所创业板股票上市规则》《深圳 证券交易所创业板上市公司自律监管指南第 1 号——业务办理》等其他有关法律、 法规、规范性文件以及《华宝香精股份有限公司章程》制订。 二、本激励计划采取的激励工具为限制性股票(第二类限制性股票)。股票 来源为华宝香精股份有限公司(以下简称"华宝股份""公司""本公司"或"上 市公司")向激励对象定向发行公司 A 股普通股股票。符合本激励计划授予条 件的激励对象,在满足相应归属条件后,以 ...
华宝股份: 华宝香精股份有限公司2025年限制性股票激励计划(草案)摘要
Zheng Quan Zhi Xing· 2025-08-25 17:14
声 明 本公司及全体董事、监事保证本激励计划草案不存在虚假记载、误导性陈述 或重大遗漏,并对其真实性、准确性、完整性承担个别和连带的法律责任。 本公司所有激励对象承诺,公司因信息披露文件中有虚假记载、误导性陈述 或者重大遗漏,导致不符合授予权益或权益归属安排的,激励对象应当自相关信 息披露文件被确认存在虚假记载、误导性陈述或者重大遗漏后,将由本激励计划 所获得的全部利益返还公司。 证券简称:华宝股份 证券代码:300741 华宝香精股份有限公司 (草案)摘要 华宝香精股份有限公司 特别提示 一、本激励计划系依据《中华人民共和国公司法》 《中华人民共和国证券法》 《上市公司股权激励管理办法》《深圳证券交易所创业板股票上市规则》《深圳 证券交易所创业板上市公司自律监管指南第 1 号——业务办理》等其他有关法律、 法规、规范性文件以及《华宝香精股份有限公司章程》制订。 二、本激励计划采取的激励工具为限制性股票(第二类限制性股票)。股票 来源为华宝香精股份有限公司(以下简称"华宝股份"、"公司"、"本公司" 或"上市公司")向激励对象定向发行公司 A 股普通股股票。符合本激励计划 授予条件的激励对象,在满足相应归属条 ...
调研速递|熊猫乳品接受华鑫证券等6家机构调研 上半年营收3.53亿元
Xin Lang Cai Jing· 2025-08-22 13:27
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 ...
熊猫乳品(300898) - 投资者关系活动记录表
2025-08-22 11:52
||||||||||||||||||||||||||证券代码:300898 证券简称:熊猫乳品 熊猫乳品集团股份有限公司投资者关系活动记录表 编号:2025-003 | | □特定对象调研 | | 分析师会议 ☑ | | --- | --- | --- | --- | | | □媒体采访 | | □业绩说明会 | | 投资者关系活动类别 | □新闻发布会 | | □路演活动 | | | □现场参观 | | | | | □其他 (请文字说明其他活动内容) | | | | 形式 | 现场 网上 ☐ ☐ | | 电话会议 | | 参与单位名称及人员姓名 | 华鑫证券 孙山山、华鑫证券 基金 史彦刚、宝盈基金 | 张倩、中信证券 赵康、太平 | | | | | 于良涛 | 郑熊婧、递归资产 | | 时间 | 2025年8月22日 14:30 | | | | 地点 | 电话会议 | | | | 上市公司接待人员姓名 | 董事、副总经理、财务总监、董事会秘书 | 徐笑宇 | | | 投资者关系活动主要内容介绍 | 见附件会议纪要 | | | | 附件清单(如有) | 会议纪要 | | | | 日期 | 2025年8月2 ...
300741,直线涨停!大消费爆发
新华网财经· 2025-06-04 09:16
Core Viewpoint - The consumer sector experienced a significant surge, with major A-share indices closing higher and over 3,900 stocks in the market showing gains [1][10]. Group 1: Market Performance - The Shanghai Composite Index rose by 0.42%, the Shenzhen Component Index increased by 0.87%, and the ChiNext Index climbed by 1.11% [1]. - The total market turnover reached approximately 1.18 trillion yuan, an increase of 136 billion yuan compared to the previous trading day [1]. Group 2: Sector Highlights - Key sectors that saw notable gains included beauty care, beer, copper cable high-speed connections, and clothing and home textiles [3][10]. - Specific stocks such as Wanbangde in the innovative drug concept and Huabao Co. showed strong performance, with Huabao Co. hitting a new high since October 9, 2024 [5][10]. Group 3: Company Insights - Huabao Co. focuses on the flavor and ingredient industry, providing solutions centered on natural technology, with main products including tobacco and food flavors [7]. - The company is set to participate as a cornerstone investor in the IPO of "Hushang Auntie" in 2025, showcasing a model of "capital empowerment + industrial synergy" [8]. - Huabao Co. has established stable partnerships across various sectors, including food, beverages, catering, and dairy [8]. Group 4: Consumer Trends - New consumption concept stocks in Hong Kong, such as Mao Ge Ping and Zhongyan Hong Kong, reached historical highs, indicating a robust market sentiment [14]. - Analysts are optimistic about the long-term opportunities in the consumer sector, particularly in areas like trendy toys, gold jewelry, and new tea beverages [14]. - The beer sector is entering a peak consumption season, with expectations for revenue growth and improved profitability due to product upgrades and cost advantages [14].
华宝股份(300741) - 300741华宝股份投资者关系管理信息20250520
2025-05-20 11:50
Group 1: Company Strategy and Vision - The company aims to be a "leader in delicious living," focusing on "green, nutritious, and healthy" missions while strengthening mergers and acquisitions to enhance core capabilities and market presence [2][3] - The company plans to expand into the daily chemical sector, integrating innovative technology and established channels to unlock growth potential [3] Group 2: Research and Development - The company has established a national recognized enterprise technology center and multiple overseas R&D centers, employing 298 R&D personnel, including 79 perfumers, to drive innovation [3][4] - The company emphasizes technological innovation as a key driver for enhancing competitiveness in the flavor and food ingredient sectors [4] Group 3: International Expansion - The company is accelerating its overseas market presence, particularly in Southeast Asia and the Middle East, with a new food technology base in Indonesia set to enhance its international operations [3][4] - The company aims to build a stable overseas market position, focusing on high-growth potential regions [3] Group 4: Profit Improvement Measures - The company plans to leverage technological innovation and global development strategies to enhance operational efficiency and profitability [4] - Strategies include capturing consumer trends, exploring new product markets, and optimizing supply chain management [4] Group 5: Client Base and Market Position - The company has established a diverse client base across various sectors, including partnerships with major brands like Yili and Luckin Coffee [5] - The company’s food ingredient business is a key focus for strategic transformation and growth [5] Group 6: Financial Performance and Future Outlook - The company reported a net loss for 2024 due to goodwill impairment related to edible flavor assets, but aims to enhance its food ingredient business through strategic acquisitions [5] - Future growth will focus on integrating resources across subsidiaries to drive diversification and scale in the food ingredient sector [5][6]