600882 妙可蓝多
交易中 06-06 09:59:28
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斥资6亿收购剩余股权 妙可蓝多吃下广泽乳业
华尔街见闻 · 06-02
斥资6亿收购剩余股权 妙可蓝多吃下广泽乳业
妙可蓝多拟6亿重启收购吉林科技42.88%股权 强化奶酪业务营收6连增市占率稳居行业第一
长江商报 · 06-02
妙可蓝多拟6亿重启收购吉林科技42.88%股权 强化奶酪业务营收6连增市占率稳居行业第一
妙可蓝多拟以6.01亿元现金 重启收购吉林科技剩余股权
证券日报 · 06-01
妙可蓝多拟以6.01亿元现金 重启收购吉林科技剩余股权
妙可蓝多拟收购吉林科技42.88%的股权,交易价格约为6亿元
贝壳财经 · 05-31
妙可蓝多拟收购吉林科技42.88%的股权,交易价格约为6亿元
注意!妙可蓝多将于6月21日召开股东大会
每经网 · 05-31
注意!妙可蓝多将于6月21日召开股东大会
妙可蓝多(600882.SH)拟6亿元收购吉林科技剩余42.88%股权 加强对奶酪业务的控制力
智通财经 · 05-31
妙可蓝多(600882.SH)拟6亿元收购吉林科技剩余42.88%股权 加强对奶酪业务的控制力
妙可蓝多:拟6.01亿元收购控股股东内蒙蒙牛所持吉林科技剩余42.88%股权,增值率45.12%
界面 · 05-31
妙可蓝多:拟6.01亿元收购控股股东内蒙蒙牛所持吉林科技剩余42.88%股权,增值率45.12%
为了让奶酪走进每个家庭 妙可蓝多和SAP联手打造“智慧企业底座”
IT时报 · 05-29
为了让奶酪走进每个家庭 妙可蓝多和SAP联手打造“智慧企业底座”
妙可蓝多(600882.SH):减持时间过半 董事会秘书谢毅集中竞价减持2万股
格隆汇资讯 · 05-18
妙可蓝多(600882.SH):减持时间过半 董事会秘书谢毅集中竞价减持2万股
妙可蓝多业绩失速:核心产品收入大幅下降,利润半数来自理财
山东财经头条 · 05-10
妙可蓝多业绩失速:核心产品收入大幅下降,利润半数来自理财
【机构调研记录】德邦基金调研妙可蓝多、启明星辰等21只个股(附名单)
证券之星 · 05-01
【机构调研记录】德邦基金调研妙可蓝多、启明星辰等21只个股(附名单)
国潮冰激凌、宠物粮、矿泉水,伊利4年多元化成绩几何?业绩不达预期 液态奶增长承压,中年伊利是否也有困惑
市场资讯 · 04-29
国潮冰激凌、宠物粮、矿泉水,伊利4年多元化成绩几何?业绩不达预期 液态奶增长承压,中年伊利是否也有困惑
妙可蓝多净利下滑67%,蒙牛也“浮亏”?|氪金·大事件
36氪 · 04-29
妙可蓝多净利下滑67%,蒙牛也“浮亏”?|氪金·大事件
妙可蓝多:预计未来奶酪棒仍将有较大的增长空间
第一财经 · 04-28
妙可蓝多:预计未来奶酪棒仍将有较大的增长空间
妙可蓝多一季度归母净利减少67%
南方Plus · 04-27
妙可蓝多一季度归母净利减少67%
妙可蓝多开辟奶酪多元消费场景 推出系列新品进军餐饮领域
中国网财经 · 04-27
妙可蓝多开辟奶酪多元消费场景 推出系列新品进军餐饮领域
妙可蓝多一季度市场弱复苏,国内奶酪消费仍待“长大”
第一财经 · 04-27
妙可蓝多一季度市场弱复苏,国内奶酪消费仍待“长大”
跨界破圈,妙可蓝多系列新品发布,奶酪成为多元场景下的“新宠”
长江商报 · 04-27
跨界破圈,妙可蓝多系列新品发布,奶酪成为多元场景下的“新宠”
高盛公司将妙可蓝多评级下调至卖出(之前持中性评级),目标价17.40元人民币
新浪财经 · 04-27
高盛公司将妙可蓝多评级下调至卖出(之前持中性评级),目标价17.40元人民币
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公司概况
公司名称:
上海妙可蓝多食品科技股份有限公司
所属行业:
食品制造业
上市日期:
1995-12-06
主营业务:
上海妙可蓝多食品科技股份有限公司主营业务为以奶酪为核心的特色乳制品的研发,生产和销售,也从事液态奶的研发,生产和销售,以及乳制品贸易业务。公司生产产品包括马苏里拉奶酪、奶酪棒、鳕鱼奶酪、手撕奶酪、新鲜奶酪、儿童成长杯、奶酪风味酸乳、芝士片、奶油芝士、奶酪酱、纯牛奶、风味发酵乳、酸奶饮品等,其中奶酪棒、马苏里拉奶酪、各类液态奶为报告期内的主要经营产品。公司主要贸易产品包括奶粉、黄油、奶酪、植物油脂等。
发行价格:
1.00
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600882,收盘价:22.32元)5月31日发布公告称,2023年6月21日14点30分,公司将在上海市浦东新区金桥路1398号金台大厦4楼召开2022年年度股东大会。本次股东大会将审议《关于公司<2022年年度报告>及其摘要的议案》等议案,2023年6月15日收市后登记在册的股东可现场参会投票,或通过交易所投票系统行使表决权。2022年1至12月份,妙可蓝多的营业收入构成为:乳制品加工占比87.33%,贸易占比12.42%。妙可蓝多的总经理是柴琇,女,58岁,学历背景为硕士。截至发稿,妙可蓝多市值为115亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023053118593983e42a8c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:15","pubTimestamp":1685528141,"startTime":"0","endTime":"0","summary":"妙可蓝多5月31日公告,公司拟以6.01亿元现金收购控股股东内蒙古蒙牛乳业(集团)股份有限公司所持有的公司控股子公司吉林省广泽乳品科技有限公司(以下简称“吉林科技”)42.88%股权。本次交易完成后,公司将持有吉林科技100%股权,吉林科技将成为公司全资子公司。本次交易以评估值定价,截至评估基准日2022年6月30日,吉林科技合并报表归属于母公司股东权益账面值为9.66亿元,评估值14.02亿元,评估增值4.36亿元,增值率45.12%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202305311815418366232d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:20","pubTimestamp":1684401631,"startTime":"0","endTime":"0","summary":"格隆汇5月18日丨妙可蓝多(600882.SH)公布,截至2023年5月18日,减持时间过半,董事会秘书谢毅通过集中竞价交易方式已减持公司2万股股份。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230518172205823217d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230518172205823217d3&s=b","is_publish_highlight":false},{"id":"2334338097","title":"妙可蓝多业绩失速:核心产品收入大幅下降,利润半数来自理财","url":"https://stock-news.laohu8.com/highlight/detail?id=2334338097","media":"山东财经头条","top":-1,"share":"https://www.laohu8.com/m/news/2334338097?lang=zh_CN&edition=full","pubTime":"2023-05-10 14:51","pubTimestamp":1683701512,"startTime":"0","endTime":"0","summary":"而继续拆解妙可蓝多的奶酪收入构成可见,作为核心产品的即食营养系列2022年收入为24.99亿元,同比出现了下降。而分析妙可蓝多净利润构成还可以发现,主营业务2022年对上市公司的利润贡献只占了一半,另一半利润来自理财。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230510150016820a0af6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230510150016820a0af6&s=b","is_publish_highlight":false},{"id":"2332846643","title":"【机构调研记录】德邦基金调研妙可蓝多、启明星辰等21只个股(附名单)","url":"https://stock-news.laohu8.com/highlight/detail?id=2332846643","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2332846643?lang=zh_CN&edition=full","pubTime":"2023-05-01 08:05","pubTimestamp":1682899516,"startTime":"0","endTime":"0","summary":"根据市场公开信息及4月28日披露的机构调研信息,德邦基金近期对21家上市公司进行了调研,相关名单如下:1)妙可蓝多(证券之星综合指标:2星;市盈率:157.08)个股亮点:蒙牛旗下奶酪业务唯一平台,中国奶酪第一品牌,市占率稳居行业第一;公司主营以奶酪为核心的特色乳制品,产品包括即食营养系列的奶酪棒、手撕奶酪条、儿童成长杯等,家庭餐桌系列的马苏里拉奶酪、奶酪片、奶油芝士等,餐饮工业系列的马苏里拉奶酪","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2023050100000157.shtml","is_publish_highlight":false},{"id":"2331694635","title":"国潮冰激凌、宠物粮、矿泉水,伊利4年多元化成绩几何?业绩不达预期 液态奶增长承压,中年伊利是否也有困惑","url":"https://stock-news.laohu8.com/highlight/detail?id=2331694635","media":"市场资讯","top":-1,"share":"https://www.laohu8.com/m/news/2331694635?lang=zh_CN&edition=full","pubTime":"2023-04-29 17:01","pubTimestamp":1682758860,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 1992年,伊利还是一个不太起眼的乳业后生,营业收入仅3351万元,净利润200万元。2021年成为第一个营收跨入千亿门槛的亚洲乳企后,4月27日晚间,伊利又交出一份靓丽的年报:营收、净利再创新高,稳居绝对龙头地位。 年报披露次日 ,伊利股份报收29.56元/股,市值1892亿元。跨越千亿以后,步入中年的伊利是否也有困惑? 业绩破千亿仍不达预期,","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/wm/2023-04-29/doc-imyrzuer2427318.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2023-04-29/doc-imyrzuer2427318.shtml","is_publish_highlight":false},{"id":"2331384686","title":"妙可蓝多净利下滑67%,蒙牛也“浮亏”?|氪金·大事件","url":"https://stock-news.laohu8.com/highlight/detail?id=2331384686","media":"36氪","top":-1,"share":"https://www.laohu8.com/m/news/2331384686?lang=zh_CN&edition=full","pubTime":"2023-04-29 10:27","pubTimestamp":1682735236,"startTime":"0","endTime":"0","summary":"报告期内,妙可蓝多奶酪业务收入8.11亿元,同比下滑22.15%,环比下滑10.83%。妙可蓝多2022年各季度营收、净利润表现全年来看,妙可蓝多仅实现净利润1.35亿元,同比下降12.3%,为转型奶酪业务以来首次出现净利同比下滑。妙可蓝多2019年至2022年销售费用率及营收同比增幅巨大的营销成本,使妙可蓝多“入不敷出”,也间接影响了大股东蒙牛的投资回报。截至最新交易日,妙可蓝多股价已跌到了26元的水平,换言之,蒙牛在妙可蓝多身上的投入已经出现了浮亏。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023042910323781f2e874&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023042910323781f2e874&s=b","is_publish_highlight":false},{"id":"2330567650","title":"妙可蓝多:预计未来奶酪棒仍将有较大的增长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2330567650","media":"第一财经","top":-1,"share":"https://www.laohu8.com/m/news/2330567650?lang=zh_CN&edition=full","pubTime":"2023-04-28 09:05","pubTimestamp":1682643900,"startTime":"0","endTime":"0","summary":"妙可蓝多在近日接受调研时表示,公司物流和原辅材料成本大幅上涨,导致毛利率有所下降。从业务构成来看,公司相对低毛利的家庭餐桌系列和餐饮工业系列产品收入占比提升。同时,公司奶酪棒产品销量亦有所下降。公司表示,公司奶酪棒此前主要集中在KA和超市销售,自疫情以来上述渠道消费客流下降,目前仍未恢复至疫情前水平。公司持续推动渠道下沉工作,目前该项工作仍处于起步阶段,随着渠道不断下沉,以及奶酪棒品类的不断丰富及奶酪棒消费人群及消费场景的破圈,将推动奶酪棒进入新的增长曲线。预计未来奶酪棒仍将有较大的增长空间。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304280906028063d8d5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304280906028063d8d5&s=b","is_publish_highlight":false},{"id":"2330307207","title":"妙可蓝多一季度归母净利减少67%","url":"https://stock-news.laohu8.com/highlight/detail?id=2330307207","media":"南方Plus","top":-1,"share":"https://www.laohu8.com/m/news/2330307207?lang=zh_CN&edition=full","pubTime":"2023-04-27 18:01","pubTimestamp":1682589701,"startTime":"0","endTime":"0","summary":"4月25日,妙可蓝多发布2023年一季报。报告显示,一季度公司营业收入为10.23亿元,同比减少20.47%;归属净利润2420.23万元,同比减少67.08%;每股收益为0.048元,同比减少66.67%。妙可蓝多本报告期末经营活动产生的现金流量净额为负1.16亿元。今年3月,妙可蓝多发布2022年年报,报告期内公司实现营业收入48.30亿元,同比增长7.84%。但受交通物流不畅、原材料价格上涨、竞争加剧、消费疲软等影响,去年实现净利润 1.35亿元,同比下降12.32%。文章来源:南方Plus原标题:妙可蓝多一季度归母净利减少67%","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304271819588285e860&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304271819588285e860&s=b","is_publish_highlight":false},{"id":"2330530531","title":"妙可蓝多开辟奶酪多元消费场景 推出系列新品进军餐饮领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2330530531","media":"中国网财经","top":-1,"share":"https://www.laohu8.com/m/news/2330530531?lang=zh_CN&edition=full","pubTime":"2023-04-27 15:57","pubTimestamp":1682582220,"startTime":"0","endTime":"0","summary":"4月26日,国内奶酪第一品牌妙可蓝多在上海浦东总部召开新品发布会。另一方将着力开辟奶酪的多元消费场景,通过进入家庭餐桌、进入餐饮领域、开辟新的休闲爆款产品等创新实现TO B 及TO C的双轮驱动。妙可蓝多执行总裁任松表示,妙可蓝多始终朝着奶酪多元化消费的方向努力。作为国内最大的高端奶酪生产企业,妙可蓝多此次推出的慕斯奶酪杯和哈路蜜原制奶酪是其产品突围、消费人群和消费场景破圈的又一大精进。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230427160558828581de&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230427160558828581de&s=b","is_publish_highlight":false},{"id":"2330237219","title":"妙可蓝多一季度市场弱复苏,国内奶酪消费仍待“长大”","url":"https://stock-news.laohu8.com/highlight/detail?id=2330237219","media":"第一财经","top":-1,"share":"https://www.laohu8.com/m/news/2330237219?lang=zh_CN&edition=full","pubTime":"2023-04-27 15:12","pubTimestamp":1682579520,"startTime":"0","endTime":"0","summary":"4月26日,妙可蓝多一口气推出了多款非奶酪棒再制和原制干酪产品,产品结构整体呈现“长大”的趋势。光大证券研报显示,妙可蓝多奶酪收入下滑主要是2022年第四季度受到疫情冲击影响导致库存积压,进而影响了2023年一季度的出货。值得注意的是,在妙可蓝多当天推出的新产品中,除了一款有机奶酪棒外,非奶酪棒的冷饮、零食和餐桌产品占到主导。一直以来,奶酪消费被认为是国内乳制品消费的新增量市场。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230427151402835d4bd2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230427151402835d4bd2&s=b","is_publish_highlight":false},{"id":"2330738963","title":"跨界破圈,妙可蓝多系列新品发布,奶酪成为多元场景下的“新宠”","url":"https://stock-news.laohu8.com/highlight/detail?id=2330738963","media":"长江商报","top":-1,"share":"https://www.laohu8.com/m/news/2330738963?lang=zh_CN&edition=full","pubTime":"2023-04-27 12:28","pubTimestamp":1682569686,"startTime":"0","endTime":"0","summary":"4月26日,国内奶酪第一品牌妙可蓝多在上海浦东总部召开新品发布会。此次发布会上,妙可蓝多重点推介了新品“有机奶酪棒”。此次发布会上,妙可蓝多还重点推介了聚焦于都市白领人群的高端休闲新产品“慕斯奶酪杯”以及聚焦于家庭餐桌的“哈路蜜原制奶酪”。“慕斯奶酪杯会成为职场女性下午茶的标配和最爱”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304271235058284fffd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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