日前，全球知名指数公司MSCI宣布了2025年11月份指数审核结果，"国内食用油龙头"金龙鱼等20只股 票被剔除，此次调整将于11月24日收盘后正式生效。 2020年10月，金龙鱼在深交所上市，发行价格25.70元/股。上市当年，金龙鱼实现营收1949.22亿元，同 比增长14.16%，但之后金龙鱼似乎"游"不动了。 2020年至2024年，金龙鱼的归母净利润逐年下滑，分别为60.01亿元、41.32亿元、30.11亿元、28.48亿 元、25.02亿元。与此同时，公司的毛利率一路走低后略微回暖，分别为11.01%、8.18%、5.68%、 4.83%、5.35%。 2025年前三季度，公司业绩大幅回暖，实现营业收入1842.70亿元，同比增长5.02%；归母净利润为 27.49亿元，同比增长92.06%；扣非归母净利润为20.17亿元，同比增长745.88%。 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入(千元) | 68.588.056 | 3 ...

11月20日，南都·湾财社记者尝试联系采访兰世立，截至发稿前未得到回应。针对此事，11月20日，益海嘉里相关负责人仅回复南都·湾财社记者称，兰世立 已发布道歉声明，并未回应更多。 兰世立就涉金龙鱼油罐车运油相关言论致歉 一审、二审法院均认定系不实言论 11月11日，兰世立首次发布了对益海嘉里的道歉声明。根据声明，兰世立道歉是因为侵犯了益海嘉里食品营销有限公司的名誉权，他在去年7月11日发布了 一条视频，标题为《武汉用油罐车运食油的事太离谱了！》，称"金龙鱼两天之内跌了6500亿""你以为为了省两个成本干了这种事情没有报应""运油以后连 清洗都不清洗""金龙鱼第一个就该退市"等。 声明显示，现经法院调查，上述言论均与事实不符。 兰世立在道歉声明表示，承诺今后不再发布任何不实言论，以此为戒，守住法律底线，诚恳接受广大市民的监督与批评。 因称金龙鱼"运油以后连清洗都不清洗"，近日，湖北前首富兰世立公开向金龙鱼母公司益海嘉里道歉，但10天后，即11月21日，剧情极速反转，兰世立公开 称要向金龙鱼宣战，并称就益海嘉里隐匿收款一事进行起诉。 兰世立和益海嘉里的名誉权纠纷，始于去年7月的油罐车食用油事件。金龙鱼曾于去年7月 ...

Core Points - The former Hubei tycoon Lan Shili has publicly declared war on the food oil giant Jinlongyu, citing a personal financial crisis stemming from a legal dispute over the transportation of edible oil [1][5] - The conflict originated from a July 2024 incident where it was reported that oil tankers transported edible oil without proper cleaning, raising safety concerns [1][5] - Following a court ruling, Lan Shili was ordered to pay 10,000 yuan in damages to Yihai Kerry, the brand owner of Jinlongyu, but mistakenly transferred 100,000 yuan instead [3][4] Legal Dispute - The initial legal action was taken by Yihai Kerry against Lan Shili for defamation after he made claims about the safety of their products on social media [1][3] - The Shanghai courts ruled in favor of Yihai Kerry, leading to a compensation order against Lan Shili [1][3] - Despite fulfilling the court's compensation order, Lan Shili accused Yihai Kerry of bad faith for not reporting the receipt of the payment and continuing to seek enforcement actions against him [5][7] Financial Implications - Lan Shili's financial troubles were exacerbated when his bank account was frozen due to the enforcement actions taken by Yihai Kerry, which he claims nearly left him homeless [5][7] - He is now seeking to recover the excess payment made and is pursuing further legal action against Yihai Kerry for what he describes as unjust enrichment [7]

彭朋/"智通财经"微信公号 近日，湖北前首富兰世立在抖音发布道歉声明，称去年自己曾发表对金龙鱼的不实言论，对益海嘉里食品营销公司（以下简称"益海嘉里"）构成名誉侵 犯，向益海嘉里致歉。 相关判决书显示，益海嘉里公司认为兰世立的言论严重贬损其企业形象和商业信誉，严重侵犯了其名誉权，进而起诉至浦东新区法院。此案经上海市浦东 新区法院和上海市第一中级法院两审审理，认定兰世立相关言论侵权进而判决兰世立赔偿益海嘉里公司1万元和律师费，并在相应网络平台刊登声明并赔 礼道歉。 天眼查APP显示，益海嘉里食品营销有限公司是益海嘉里金龙鱼食品集团股份有限公司的全资子公司，成立于2009年，注册资本6800万元，公司法定代表 人陈波。公司的相关司法案件记录显示，该案于2025年10月22日首次执行，执行标的30700元，被执行人兰某。 在道歉声明中，兰世立写道：2024年7月11日，通过今日头条及抖音账号"兰世立"发布视频，标题为《武汉用油罐车运食油的事太离谱了！》，并在视频 中发表了"金龙鱼两天之内跌了6500亿""运油以后连清洗都不清洗""金龙鱼第一个就该退市"等不实言论，构成对益海嘉里名誉权的侵犯。 现经法院调查，上述言论 ...

Core Viewpoint - The legal dispute between former Hubei billionaire Lan Shili and Yihai Kerry, the parent company of the grain and oil giant Jinlongyu, has escalated from a public controversy regarding food safety to a complex legal battle involving defamation and unjust enrichment claims [2][6][16]. Group 1: Incident Background - The controversy began in July 2024 when media reported on the "oil tanker mixed loading chaos," raising public concerns about the safety of edible oil transportation [7][8]. - Lan Shili released a video accusing Jinlongyu of using uncleaned oil tankers for transporting edible oil, claiming that the company's market value dropped by 650 billion [2][8]. - The video gained significant traction, amassing 46,000 likes and over 20,000 shares on Douyin by July 30, 2024 [8]. Group 2: Legal Proceedings - Yihai Kerry filed a lawsuit against Lan Shili for defamation, claiming his statements were false and damaging to their brand reputation [11][12]. - The Shanghai court ruled in favor of Yihai Kerry, ordering Lan Shili to apologize publicly and pay a total of 30,000 yuan in damages [13]. - Lan Shili appealed the decision, arguing that he was exercising his right to express concerns about a public issue, but the appeal was rejected [14]. Group 3: Escalation of Dispute - Following the court's decision, a new issue arose when Lan Shili mistakenly transferred 100,000 yuan instead of the ordered 10,000 yuan to Yihai Kerry [15]. - Lan Shili claimed that Yihai Kerry did not inform the court about receiving the payment and instead sought to freeze his bank account, leading to further legal action from his side [15][16]. - The dispute has now expanded to include claims of unjust enrichment, complicating the legal battle between the two parties [16].

"因为一万块钱，我差点流落街头。" 11 月 20 日，前湖北首富兰世立在北京召开的发布会上这样说道。 一场由"油罐车混装乱象"引发的舆论风波，将这位昔日湖北首富与粮油巨头金龙鱼背后的益海嘉里公司，卷入了一场漫长的法律拉锯战。 2024 年 7 月，兰世立在抖音和今日头条发布视频《武汉用油罐车运食油的事太离谱了！》，直指 " 油罐车运食用油进金龙鱼工厂 " ，并称 " 金龙 鱼两天跌了 6500 亿 "" 运油后不清洗直接运食油 "" 和毒牛奶没区别 "" 金龙鱼应第一个退市 " 。 相关言论迅速引发舆论关注，也导致其被益海嘉里以名誉权侵权为由，将兰世立告上法庭。 来源|凤凰网《风暴眼》 法院两审均认定兰世立构成侵权，判决其道歉并赔偿。 然而案件执行过程中，又因一笔 " 多按一个零 " 的转账，引发新一轮 " 不当得利 " 诉讼。 这场由食品安全监督引发的争议，从舆论场蔓延至法庭，至今仍未落幕。 01 前湖北首富点评风波引发官司 这起事件的背景是 2024 年 7 月备受关注的 " 罐车运输食用植物油乱象问题 " 。 2024 年 7 月 9 日起，多家媒体报道了 " 混装油罐车曾停靠中粮和金龙鱼的工厂 " ...

Core Viewpoint - The controversy surrounding the food safety issue related to the transportation of edible oil has escalated into a legal battle involving former Hubei billionaire Lan Shili and the company behind Jinlongyu, Yihai Kerry. The situation has raised significant public concern and led to legal actions over defamation and claims of improper gains [1][5]. Group 1: Incident Background - The incident began in July 2024 when multiple media outlets reported on the "chaotic transportation of edible oil by tankers," which included allegations that tankers had previously transported non-food substances [6][7]. - On July 9, 2024, Lan Shili released a video claiming that a tanker transported edible oil to Jinlongyu's factory without proper cleaning, leading to a significant drop in the company's stock value [7][8]. - The video gained substantial traction on social media, amassing 46,000 likes and over 20,000 shares on Douyin by July 30, 2024 [8]. Group 2: Legal Proceedings - Yihai Kerry filed a lawsuit against Lan Shili for defamation on October 21, 2024, claiming that his statements were false and damaging to the company's reputation [11][12]. - The Shanghai court ruled in favor of Yihai Kerry, ordering Lan Shili to publicly apologize and pay a total of 30,000 yuan (approximately 4,600 USD) in damages [13]. - Lan Shili appealed the decision, arguing that he was exercising his right to express concerns about public safety [14]. Group 3: Escalation of Disputes - Following the court's decision, a new dispute arose when Lan Shili mistakenly transferred 100,000 yuan (approximately 15,400 USD) instead of the ordered 10,000 yuan to Yihai Kerry [17][18]. - Lan Shili claimed that Yihai Kerry did not inform the court about receiving the payment and instead sought to freeze his bank account, causing him significant distress [18]. - The legal conflict has now expanded to include claims of unjust enrichment, with Lan Shili seeking the return of the excess payment and additional damages [19].

Company Overview - Yihai Kerry Golden Dragon Fish employs over 35,000 people and operates 83 production bases across the country, with more than 100 manufacturing enterprises. The company is involved in various sectors including oilseed crushing, oil refining, oil filling, specialty oils, oil technology, rice circular economy, corn, wheat, soybean processing, and its extended industrial chain, food raw materials, grain and oil technology research and development, central kitchens, and health products [1] - The company owns well-known brands such as "Golden Dragon Fish," "Olivier," "Hujihua," "Xiangmanyuan," "Golden Dragon Fish Fengyitang," "Haihuang," "Jinwei," "Fengyuan," "Ruilong," and "Jiejing 100," establishing a comprehensive marketing network covering retail, catering, and food industry channels. Its product range includes cooking oils, rice, flour, noodles, seasonings, specialty oils, food raw materials, feed ingredients like soybean meal, bran, and rice bran, as well as basic and derivative chemical products from oils, nutritional products, and daily chemical products [1] Social Responsibility Initiatives - The "Golden Dragon Fish Prosthetic Walking" project is a targeted poverty alleviation initiative launched by Yihai Kerry Golden Dragon Fish in collaboration with the Golden Dragon Fish Foundation and Shanghai Prosthetic Factory. The project provides financial support and aims to help impoverished disabled individuals by providing prosthetics and follow-up services [2] - Over the past ten years, the project has invested over 20 million yuan, assisting more than 2,600 disabled individuals in regaining mobility, covering 14 cities including Qinhuangdao, Guigang, Jiamusi, Kunming, Chongqing, Xianyang, Shijiazhuang, and Taizhou [2] - Yihai Kerry Lufeng (Linyi) Packaging Technology Co., a subsidiary, has tailored training programs for disabled employees, facilitating their transition from learning to employment. The company employs 53 disabled workers, accounting for 18.9% of its total workforce, and has implemented high-standard accessibility features throughout its facilities [3] - The company integrates corporate development with social responsibility, creating a "industry assistance + education support" system, and its initiatives attract participation from technical partners and government departments, showcasing the company's commitment to social responsibility [3]

Group 1: China Unicom - Company revenue exceeded RMB 200 billion in the first half of the year, with a total profit of RMB 17.7 billion, representing a year-on-year increase of 5.2% [1] - Internet communication revenue reached RMB 131.9 billion, while intelligent network revenue amounted to RMB 45.4 billion, accounting for 26% of total revenue [1] - The number of connected users surpassed 1.2 billion, with mobile and broadband users increasing by over 11 million, reaching a total of 480 million [1] Group 2: Kweichow Moutai - The net profit for the first half of the year increased by 8.89%, with favorable factors outweighing unfavorable ones [2] Group 3: Shuanghui Development - The company reported a total meat product export volume of 1.57 million tons, a year-on-year increase of 3.67%, and total revenue of RMB 28.5 billion, up 3.00% [4] - The total profit decreased by 2.36%, while the net profit attributable to shareholders rose by 1.17% due to improved profitability in tax-exempt businesses [4] Group 4: Pengding Holdings - The company achieved a revenue of RMB 16.375 billion, a year-on-year increase of 24.75%, and a net profit of RMB 1.233 billion, up 57.22% [6] - The increase in revenue was attributed to a rise in customer orders [6] Group 5: Jinlongyu - The company reported a net profit increase of 60.07%, with revenue reaching RMB 115.68 billion, up from RMB 109.48 billion [9] - The growth in revenue was driven by increased sales of kitchen foods, feed raw materials, and oil technology products [9] Group 6: Other Companies - Zhenray Technology reported a turnaround in net profit due to significant growth in main business revenue [12] - Zhongke Sanhuan achieved a net profit increase of 160.82%, despite a revenue decline of 11.17% [16]

Core Insights - Robert Kuok, a prominent Chinese businessman, was born on October 6, 1923, in Johor Bahru, Malaysia, and has built a vast business empire spanning sugar, hotels, real estate, and food products, including well-known brands like Shangri-La Hotels and Golden Dragon Fish Oil [1][3] Wealth and Status - As of 2024, Kuok's net worth is estimated at $11.5 billion, making him the richest person in Malaysia for 25 years and placing him among the top 100 billionaires globally [3][10] Succession Challenges - Despite his active involvement in the business at the age of 101, the succession plan for his empire remains unresolved, with his three sons unable to take the lead due to various issues, while a capable nephew is not a direct heir, complicating the situation further [3][12][14] Early Life and Education - Kuok was born into a family of Fujian immigrants and was influenced by his educated mother, who instilled values of integrity and ethics in business, shaping his future career [5][7] Business Ventures - In the 1950s, Kuok identified opportunities in the sugar industry, establishing Malaysia's first sugar factory and capturing 80% of the local market, which led to significant profits during market fluctuations [9] - He later expanded into various sectors, including mining, glass manufacturing, and real estate, and gained recognition as the "King of Sugar" [9][10] Hospitality Industry - Kuok opened the first Shangri-La Hotel in Singapore in the early 1970s, positioning it as a high-end brand that quickly gained global recognition, earning him the title "Hotel King" [10] Focus on China - Kuok's business interests shifted towards China, where he established Kerry Group and invested in multiple sectors, including hotels and real estate, demonstrating his deep connection to his ancestral roots [10][12] Ongoing Business Activities - Despite the unresolved succession issue, Kuok continues to explore new business opportunities, including investments in digital infrastructure and cloud computing in Southeast Asia, while also engaging in philanthropic efforts [16][18]