600882 妙可蓝多
已收盘 09-16 15:00:00
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乳企半年报|妙可蓝多高速增长背后 毛利率下滑资产负债率提升
新浪财经 · 09-16 19:07
乳企半年报|妙可蓝多高速增长背后 毛利率下滑资产负债率提升
研报掘金丨东吴证券:维持妙可蓝多“买入”评级,激励考核方案修订彰显务实,半年度完成50%
格隆汇 · 09-14 14:19
研报掘金丨东吴证券:维持妙可蓝多“买入”评级,激励考核方案修订彰显务实,半年度完成50%
妙可蓝多半年报柴琇投反对票,经营权已失,股份近乎全额质押
蓝鲸财经 · 09-02
妙可蓝多半年报柴琇投反对票,经营权已失,股份近乎全额质押
乳企上半年业绩分化:从拼规模转向拼价值,如何探索新增量
澎湃新闻 · 09-01
乳企上半年业绩分化:从拼规模转向拼价值,如何探索新增量
妙可蓝多连续三个季度营收增速超20% 蒙牛奶酪业务跑出增长加速度
中金财经 · 08-31
妙可蓝多连续三个季度营收增速超20% 蒙牛奶酪业务跑出增长加速度
从中国奶酪龙头到全球玩家,妙可蓝多借道香港出海能走多远?
同花顺 · 08-28
从中国奶酪龙头到全球玩家,妙可蓝多借道香港出海能走多远?
【山证食饮】妙可蓝多:奶酪主业高增,费用投放蓄力长期增长
山西证券研究所 · 08-28
【山证食饮】妙可蓝多:奶酪主业高增,费用投放蓄力长期增长
妙可蓝多进军香港市场;蜜雪集团披露中报丨消费早参
每日经济新闻 · 08-28
妙可蓝多进军香港市场;蜜雪集团披露中报丨消费早参
妙可蓝多(600882)披露2026年半年度报告,8月24日股价下跌1.69%
证券之星 · 08-24
妙可蓝多(600882)披露2026年半年度报告,8月24日股价下跌1.69%
妙可蓝多收监管工作函 华西证券在"大顶"1个月2度喊买
中金财经 · 08-24
妙可蓝多收监管工作函 华西证券在"大顶"1个月2度喊买
研报掘金丨华西证券:维持妙可蓝多“买入”评级,奶酪主业高增,启动中期分红
格隆汇 · 08-24
研报掘金丨华西证券:维持妙可蓝多“买入”评级,奶酪主业高增,启动中期分红
研报掘金丨浙商证券:妙可蓝多Q2收入创历史新高,启动首次分红
格隆汇 · 08-24
研报掘金丨浙商证券:妙可蓝多Q2收入创历史新高,启动首次分红
妙可蓝多新帅蒯玉龙,果然没让股东失望
胡说有理 · 08-23
妙可蓝多新帅蒯玉龙,果然没让股东失望
每周股票复盘:妙可蓝多(600882)Q2净利增49.64%
证券之星 · 08-23
每周股票复盘:妙可蓝多(600882)Q2净利增49.64%
妙可蓝多股东分红超一亿,2026靓丽半年报背后的可持续发展韧性
证券之星 · 08-21
妙可蓝多股东分红超一亿,2026靓丽半年报背后的可持续发展韧性
妙可蓝多最新公告:上半年净利润同比增长13.74%拟10派2元
证券之星 · 08-21
妙可蓝多最新公告:上半年净利润同比增长13.74%拟10派2元
每周股票复盘:妙可蓝多(600882)闲置募资到期赎回
证券之星 · 08-16
每周股票复盘:妙可蓝多(600882)闲置募资到期赎回
妙可蓝多(600882)披露2026年第一次临时股东会决议公告(修订版),8月14日股价下跌2.4%
证券之星 · 08-14
妙可蓝多(600882)披露2026年第一次临时股东会决议公告(修订版),8月14日股价下跌2.4%
股市必读:妙可蓝多新发布《关于使用部分闲置募集资金进行现金管理到期赎回的公告》
证券之星 · 08-13
股市必读:妙可蓝多新发布《关于使用部分闲置募集资金进行现金管理到期赎回的公告》
妙可蓝多(600882)披露使用部分闲置募集资金进行现金管理到期赎回的公告,8月11日股价下跌1.11%
证券之星 · 08-11
妙可蓝多(600882)披露使用部分闲置募集资金进行现金管理到期赎回的公告,8月11日股价下跌1.11%
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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的主营业务是以奶酪为核心的特色乳制品的研发、生产和销售。公司的主要产品是奶酪棒、马苏里拉奶酪、奶酪片、黄油、稀奶油。报告期内公司综合实力获得多方权威认证:获评工信部“2025年度中国消费名品”,斩获中国商业联合会“2025年度消费品市场销售领先品牌”;再度拿下中国乳制品工业协会技术进步奖项;旗下多款C端、B端产品包揽2026世界乳品创新大奖十四项荣誉。
发行价格:
1.00
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股唯一以奶酪为主业的上市公司,2026年上半年实现营业收入33.04亿元,同比增长28.71%,在19家上市乳制品公司中增速排第一。值得注意的是,在公司收入高速增长的同时,资产负债率也在不断提升,上半年达到47.22%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/observe/2026-09-16/doc-inirzmyx4801487.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0077","BK0226","600882"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2667658335","title":"研报掘金丨东吴证券:维持妙可蓝多“买入”评级,激励考核方案修订彰显务实,半年度完成50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2667658335","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2667658335?lang=zh_cn&edition=full","pubTime":"2026-09-14 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22:34","pubTimestamp":1788273240,"startTime":"0","endTime":"0","summary":"近日,伊利股份(600887.SH)、蒙牛乳业(2319.HK)、妙可蓝多(600882.SH)、中国飞鹤(6186.HK)、光明乳业(600597.SH)、三元股份(600429.SH)、贝因美(002570.SZ)等上市乳企均已披露2026年半年度业绩。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609013861784323.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202609013861784323.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0086","IE00BZ08YR35.GBP","LU0862451753.SGD","BK0187","002570","IE00BVYPNP33.GBP","BK0048","LU0405327148.USD","LU0890818403.SGD","BK0012","600887","BK0184","LU1580142542.USD","LU1969619763.USD","IE00BZ08YT58.USD","IE00BZ08YS42.EUR","LU1328615791.USD","600429","BK0188","LU1064131003.USD","IE00BVYPNQ40.USD","LU2148510915.USD","BK0226","IE00BGHQDM52.EUR","BK0077","LU2328871848.SGD","600882","IE00BMCWC346.EUR","LU0821914370.USD","BK0185","BK0015","IE00B5MMRT66.SGD","BK0028","600597","IE00BYV24P56.USD","LU1820825898.SGD","BK0183","LU1048596156.SGD","LU1781817850.SGD","SG9999002828.SGD","BK0070","IE0005HP3H50.USD","LU1655091616.SGD","BK0196","LU1064130708.USD","IE00B543WZ88.USD","LU0405327494.USD","LU1146622755.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663250010","title":"妙可蓝多连续三个季度营收增速超20% 蒙牛奶酪业务跑出增长加速度","url":"https://stock-news.laohu8.com/highlight/detail?id=2663250010","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663250010?lang=zh_cn&edition=full","pubTime":"2026-08-31 09:47","pubTimestamp":1788140821,"startTime":"0","endTime":"0","summary":"与“喝上奶、喝好奶、喝对奶”相对应,“吃上酪、吃好酪”也是蒙牛推动中国乳业升级的核心命题。2026年上半年,随着奶酪生态战略持续升级,蒙牛奶酪板块延续强劲增长,整体收入同比增长超30%。 作为蒙牛控股公司,妙可蓝多上半年奶酪业务收入同比增长28.95%,公司连续三个季度营收同比增速超过20%,收入和利润规模均创蒙牛控股以来新高。同时,B端和C端收入增速均超20%,新兴势能渠道成为重要增长引擎。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202608/31/20260831697494.jpg","type":0,"news_type":0,"thumbnails":[" 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09:06","pubTimestamp":1787879160,"startTime":"0","endTime":"0","summary":"奶酪主业保持较高增长,核心品类地位进一步巩固。2026H1奶酪产品实现收入28.87亿元,同比增长28.95%,占主营业务收入的88.06%,贡献主营业务毛利的97.78%,仍是公司最主要的收入及利润来源;奶酪业务毛利率为33.24%,同比下降0.92个百分点,主要与产品结构变化和阶段性营销投入有关。业务结构进一步聚焦奶酪,国产替代与海外市场提供中长期增量。随着公司按照承诺期限退出液态奶业务,资源配置有望进一步向奶酪主业及高增长业务集中。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-28/doc-inipvrue0209900.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0077","BK0226","600882"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662703153","title":"妙可蓝多进军香港市场;蜜雪集团披露中报丨消费早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2662703153","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662703153?lang=zh_cn&edition=full","pubTime":"2026-08-28 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18:13","pubTimestamp":1787566398,"startTime":"0","endTime":"0","summary":"截至2026年8月24日收盘,妙可蓝多报收于19.83元,较前一交易日下跌1.69%,最新总市值为100.83亿元。该股当日开盘20.04元,最高20.29元,最低19.6元,成交额达1.44亿元,换手率为1.43%。近日,妙可蓝多披露2026年半年度报告。公告显示,公司实现营业收入3,304,142,570.18元,同比增长28.71%;归属于上市公司股东的净利润为151,236,224.37元,同比增长13.74%;扣除非经常性损益后净利润为120,761,841.28元,同比增长17.87%。经营活动产生的现金流量净额为300,461,670.25元,同比增长27.38%。基本每股收益为0.301元,同比增长13.58%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082400026045.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0226","600882"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661298702","title":"妙可蓝多收监管工作函 华西证券在\"大顶\"1个月2度喊买","url":"https://stock-news.laohu8.com/highlight/detail?id=2661298702","media":"中金财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661298702?lang=zh_cn&edition=full","pubTime":"2026-08-24 15:30","pubTimestamp":1787556611,"startTime":"0","endTime":"0","summary":"中国经济网北京8月24日讯 上交所官网披露,妙可蓝多 收到监管工作函。该监管函件出具日期为2026年8月21日,处理事由为关于上海妙可蓝多食品科技股份有限公司半年度报告审议披露相关事项的的监管工作函。 2021年5月25日,妙可蓝多股价创上市以来高点84.50元。 2021年5月31日,华西证券股份有限公司研究员寇星发布研报《妙可蓝多:不惧短期波动》称,维持妙可蓝多买入评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260824/32344786.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0226","BK0276","002926","BK0077","600882"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661225605","title":"研报掘金丨华西证券:维持妙可蓝多“买入”评级,奶酪主业高增,启动中期分红","url":"https://stock-news.laohu8.com/highlight/detail?id=2661225605","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661225605?lang=zh_cn&edition=full","pubTime":"2026-08-24 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18:01","pubTimestamp":1787479260,"startTime":"0","endTime":"0","summary":"妙可蓝多新帅蒯玉龙上任,果然没让投资者失望。上周末,妙可蓝多交出了一份营收和利润同时均双位数增长的半年业绩单。更重要的是,蒯玉龙率领的妙可蓝多于今年4月份启动的大事兑现结果:公司成立以来首次大额分红,分红总额超过1亿元。上半年妙可蓝多净利润1.51亿元,较上年同期增长13.74%,规模效应显现,公司经营质量稳步提升。在品牌领域,妙可蓝多持续构建“健康活力,时尚向上”的品牌形象。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-08-23/doc-inipichu3533532.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0226","BK0077","600882"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661211761","title":"每周股票复盘:妙可蓝多(600882)Q2净利增49.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661211761","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661211761?lang=zh_cn&edition=full","pubTime":"2026-08-23 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22:28","pubTimestamp":1787322516,"startTime":"0","endTime":"0","summary":"8月21日,国内奶酪龙头妙可蓝多发布2026年上半年财报,营收和净利润共同实现双位数增长。公告中特别提出的是,公司拿出上半年利润的67.24%回馈股东,分红总额超过一亿元,这也是妙可蓝多成立以来首次大额分红。靓丽的半年报再次展现了这家奶酪第一品牌的强势发展韧性。产品创新、品牌引领、渠道变革,被确定为妙可蓝多2026年最重要的三大经营要件。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2026082100045954.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600882","BK0226","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661296617","title":"妙可蓝多最新公告:上半年净利润同比增长13.74%拟10派2元","url":"https://stock-news.laohu8.com/highlight/detail?id=2661296617","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661296617?lang=zh_cn&edition=full","pubTime":"2026-08-21 22:19","pubTimestamp":1787321970,"startTime":"0","endTime":"0","summary":"妙可蓝多(600882.SH)发布2026年半年度报告,实现营业收入33.04亿元,同比增长28.71%;归属于上市公司股东的净利润1.51亿元,同比增长13.74%。报告期内,公司聚焦高毛利奶酪核心业务,奶酪业务占比稳步攀升,同时推行降本增效举措,带动盈利能力提升。公司拟向全体股东每股派发现金红利0.20元(含税),不送红股,不进行资本公积金转增股本。注:公司Q2净利润0.757亿,Q1净利润0.756亿,据此计算,Q2净利润环比增长0.16%。以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082100045594.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600882"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659175417","title":"每周股票复盘:妙可蓝多(600882)闲置募资到期赎回","url":"https://stock-news.laohu8.com/highlight/detail?id=2659175417","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659175417?lang=zh_cn&edition=full","pubTime":"2026-08-16 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01:10","pubTimestamp":1786554623,"startTime":"0","endTime":"0","summary":"公司公告汇总:妙可蓝多于8月11日赎回两笔闲置募集资金结构性存款,合计收回本金5,500万元及收益27.33万元;截至公告日,现金管理余额为13.85亿元,均在授权范围内。公司公告汇总关于使用部分闲置募集资金进行现金管理到期赎回的公告上海妙可蓝多食品科技股份有限公司于2026年5月11日和5月14日分别使用闲置募集资金4,000万元和1,500万元购买中国光大银行对公结构性存款,产品年化收益率均为2.00%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081300000932.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0226","600882"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658162629","title":"妙可蓝多(600882)披露使用部分闲置募集资金进行现金管理到期赎回的公告,8月11日股价下跌1.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658162629","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658162629?lang=zh_cn&edition=full","pubTime":"2026-08-11 22:14","pubTimestamp":1786457663,"startTime":"0","endTime":"0","summary":"截至2026年8月11日收盘,妙可蓝多报收于22.21元,较前一交易日下跌1.11%,最新总市值为112.93亿元。该股当日开盘22.38元,最高22.6元,最低22.17元,成交额达1.19亿元,换手率为1.04%。近日,上海妙可蓝多食品科技股份有限公司发布《关于使用部分闲置募集资金进行现金管理到期赎回的公告》。截至公告日,公司使用闲置募集资金进行现金管理的余额为13.85亿元,单日最高余额及使用期限未超出授权范围,不存在逾期未收回情况。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081100038176.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0226","600882"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1789593637308,"stockEarnings":[{"period":"1week","weight":-0.0686},{"period":"1month","weight":-0.0882},{"period":"3month","weight":0.0875},{"period":"6month","weight":-0.0355},{"period":"1year","weight":-0.2386},{"period":"ytd","weight":-0.2434}],"compareEarnings":[{"period":"1week","weight":-0.0152},{"period":"1month","weight":-0.0229},{"period":"3month","weight":-0.0486},{"period":"6month","weight":-0.0165},{"period":"1year","weight":0.0077},{"period":"ytd","weight":-0.0195}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"上海妙可蓝多食品科技股份有限公司","boardCode":"AI0014","boardName":"食品制造业","stockholders":"39486人(较上一季度减少7.83%)","perCapita":"12876股","listingDate":"1995-12-06","address":"上海市奉贤区工业路899号8幢","registeredCapital":"50845万元","survey":" 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