VITASOY INT'L近期回购情况 8月1日，VITASOY INT'L回购184.40万股股票，每股回购均价9.16港元，共耗资约1689.01万港元，本年 累计回购2322.40万股，占总股本2.16%。 截至当日港股收盘，VITASOY INT'L下跌0.11%，报9.17港元/股。 本文源自：金融界 作者：港股君 回购日期回购均价回购股数回购金额本年累计回购股数2025-08-019.159184.40万1689.01万2322.40万 2025-07-319.204200.00万1840.78万2138.00万2025-07-309.236212.20万1959.97万1938.00万2025-07- 299.256120.20万1112.61万1725.80万2025-07-239.258140.20万1297.92万1605.60万2025-07-229.2602.40万 22.22万1465.40万2025-07-219.2605.60万51.86万1463.00万2025-07-189.260104.40万966.71万1457.40万 2025-07-109.24879.80万737. ...

Core Insights - The article discusses the historical evolution and commercialization of soy milk in Hong Kong, highlighting its nutritional value and cultural significance, particularly during the 1930s and 1940s [1][2][3][4][6][7]. Group 1: Historical Context - Soy milk was industrialized in the 1930s, driven by the need to improve the health of the Chinese population during the Japanese invasion [2][3]. - The founder of Vitasoy, Lo Kwai Cheung, recognized the nutritional benefits of soy milk, which is rich in protein, vitamins, and minerals, and aimed to provide affordable nutrition to the impoverished [2][3][6]. Group 2: Marketing Strategies - Lo Kwai Cheung positioned Vitasoy as a modern dairy product, rebranding it from traditional soy milk to a vitamin-rich beverage, packaged in glass bottles to appeal to consumers [3][4]. - The marketing strategy included adopting delivery methods similar to those of dairy companies and opening a tea restaurant to promote Vitasoy alongside traditional Chinese desserts [3][4][6]. Group 3: Cultural Perception - Initially, soy milk was perceived as a "poor man's food" with low nutritional value, and its consumption was limited due to cultural beliefs about its "cold" nature [2][4][5]. - Despite early challenges in sales, Vitasoy eventually gained popularity among younger consumers in the 1970s, aided by changes in production technology and marketing approaches [6][7]. Group 4: Societal Impact - The success of Vitasoy in the 1970s was linked to the emergence of a new middle class in Hong Kong, which embraced modern lifestyles and international food culture [7]. - Vitasoy became a symbol of modern identity and social status, moving beyond its initial role as a nutritional supplement for the underprivileged [6][7].

Group 1: Dairy Industry Insights - The domestic dairy industry is transitioning from liquid to solid products, with significant growth potential as per capita cheese consumption remains low [1] - The demand for high-quality protein and dairy fat is increasing, driven by health policies and weight management needs, reinforcing cheese's role as a natural nutritional carrier [1] - The penetration of cheese in B-end markets such as Western cuisine, tea, coffee, and baking is rising, which is expected to enhance C-end consumer awareness and demand for cheese [1] Group 2: Company Developments - Angel Yeast plans to invest approximately 502.25 million yuan in a new bio-manufacturing center, which will include a seven-story building and various advanced equipment [2] - Vitasoy International reported a 1% increase in revenue to 6.274 billion HKD for the fiscal year ending March 31, 2025, with a gross profit of 3.218 billion HKD, up 3% [3] - China Wangwang's total revenue for the fiscal year 2024 was 23.5107 billion yuan, with a slight decline of 0.3%, but a profit attributable to equity holders increased by 8.6% to 4.3356 billion yuan [5] Group 3: Market Activities - Anji Food's H-share public offering began on June 25, 2025, with a maximum issue price of 66 HKD per share, and the listing is expected on July 4, 2025 [4] - Tims China reported a 3.5% increase in system sales to 376.3 million yuan in Q1, with a total of 1,024 stores nationwide [7] - Starbucks China is evaluating the best ways to seize future growth opportunities while focusing on revitalizing its business in China [7]

Group 1: Starbucks Response to Louis Vuitton - Starbucks China responded to social media comments regarding the new Louis Vuitton landmark "Louis" in Shanghai, which is positioned near a Starbucks store [1] - The company highlighted the origin of its name and logo, referencing the character Starbuck from the novel "Moby Dick" and the siren from Greek mythology [1][4] Group 2: Bawang Tea's Expansion in Hong Kong - Bawang Tea opened its second store in Hong Kong at Tsuen Wan and plans to launch an additional eight stores in various locations [4] - The brand's first "super tea warehouse" has been established, indicating an upgrade in its supply chain system as part of its local market expansion strategy [4] Group 3: Vitasoy International's Financial Performance - Vitasoy International reported a revenue of HKD 6.274 billion for the fiscal year ending March 31, 2025, reflecting a 1% year-on-year increase [5] - The company's net profit attributable to shareholders rose by 102% to HKD 235 million, driven by improved operational efficiency [5] - Vitasoy's revenue in mainland China was HKD 3.363 billion, with a 1% growth after excluding exchange rate impacts [5][6] Group 4: Kudi Coffee's New Fruit Base - Kudi Coffee has commenced construction of its northern fruit base in Shanxi Province, which will focus on the full supply chain from planting to processing [7][8] - The region is known for its high fruit production, with an annual output of 5 billion kilograms, making it a strategic location for Kudi Coffee's operations [8] Group 5: Huangshi Group's Strategic Partnership - Huangshi Group announced a strategic cooperation agreement with Hubei Xiangyuan Food Co., aiming to enhance its presence in the new consumption sector [9] - The partnership will explore opportunities for water buffalo milk in the restaurant and new tea beverage markets [11] - Huangshi Group has previously collaborated with several leading brands in the new tea beverage industry [11]