突发！妙可蓝多创始人被免职并被提起仲裁

中国基金报01-26

【导读】妙可蓝多公告，柴琇被免去副董事长、总经理及法定代表人职务中国基金报记者郑俊婷1月25日晚间，妙可蓝多（证券代码：600882）发布重磅人事变动公告：公司创始人柴琇被免去副董事长、总经理及法定代表人职务，仅保留董事身份；“蒙牛系”职业经理人、公司现任行政总经理兼CFO蒯玉龙接任总经理一职并担任法定代表人。虽然妙可蓝多未直言柴琇被免职的具体原因，但结合其他公告，柴琇被免职与一笔补偿承诺违约...

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Miaokelando founder removed and brought to arbitration","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02319":0.9},"content_text":"【导读】妙可蓝多公告，柴琇被免去副董事长、总经理及法定代表人职务中国基金报记者 郑俊婷1月25日晚间，妙可蓝多（证券代码：600882）发布重磅人事变动公告：公司创始人柴琇被免去副董事长、总经理及法定代表人职务，仅保留董事身份；“蒙牛系”职业经理人、公司现任行政总经理兼CFO蒯玉龙接任总经理一职并担任法定代表人。虽然妙可蓝多未直言柴琇被免职的具体原因，但结合其他公告，柴琇被免职与一笔补偿承诺违约直接相关。同时，妙可蓝多已就该违约相关损失向柴琇提起仲裁。业内认为，此次人事变动不仅标志着妙可蓝多“柴琇时代”的终结，更意味着蒙牛对这家奶酪龙头的掌控力进一步深化，行业格局将迎来新的变化。创始人被免职并面临仲裁公告显示，柴琇被免职的直接导火索，是一笔陈年投资相关的担保纠纷及后续的补偿承诺违约。具体来看，妙可蓝多曾参股上海祥民股权投资基金（以下简称并购基金，由柴琇参与设立），该基金为关联方吉林省耀禾经贸有限公司（以下简称吉林耀禾）的债务提供了担保。然而，吉林耀禾未能按期偿还对蒙牛的债务，导致债务逾期，进而使得并购基金无法按约定时限完成清算。更为关键的是，这一担保纠纷已对妙可蓝多的业绩产生实质性影响。根据公司披露的风险提示及业绩预测，因并购基金清算受阻，公司对该基金出资形成的相关资产需确认大额公允价值变动损失。经初步测算，考虑所得税影响后，此次资产减值预计将减少公司2025年度归属于上市公司股东的净利润约1.19亿元至1.27亿元。值得注意的是，柴琇此前已出具书面承诺，若因上述担保事项导致妙可蓝多产生直接或间接损失，将向公司足额补偿，确保公司不受损失。但经公司多次敦促，柴琇截至公告日仍未履行该补偿承诺，也未给出明确的解决方案。基于此，妙可蓝多就柴琇该项承诺向上海国际仲裁中心提出仲裁申请，并于近日收到《受理通知》[上国仲（2026）第175号]。Choice数据显示，截至2025年12月29日，柴琇持有妙可蓝多14.92%的股份。此次仲裁结果或将影响其持股权益，不排除未来出现股份被执行清偿的可能。短期业绩冲击与长期治理影响此次人事变动及相关纠纷无疑将对妙可蓝多产生短期业绩冲击与长期治理的双重影响。短期来看，业绩承压已成定局。公司已明确拟对并购基金出资形成的其他非流动金融资产（截至2024年底账面价值1.29亿元）全额确认公允价值变动损失，同时直接持有的并购基金底层资产吉林芝然乳品科技有限公司10%股权也面临3009.01万元至4009.01万元的公允价值变动损失。尽管上述数据为初步测算结果，最终需以经审计的年度报告为准，但无疑将对公司2025年净利润造成显著冲击。2025年前三季度，妙可蓝多未经审计的归母净利润为1.76亿元。公司称，上述拟确认公允价值变动损失事项，预计不会导致公司2025年归母净利润由正转负。长期来看，该事件推动蒙牛对妙可蓝多的掌控进一步深化。作为公司第一大股东，蒙牛目前持股比例已达36.84%，此次聘任“自家人”蒯玉龙接任总经理，标志着蒙牛自2020年入股以来，从财务投资逐步转向全面掌控的战略落地。蒯玉龙于2021年加入妙可蓝多，长期负责财务管控工作，对公司业务及蒙牛战略布局均有深入了解。市场分析认为，蒯玉龙上任后，大概率将进一步强化公司财务合规与风险控制，减少此前类似的体外资本运作风险，同时推动妙可蓝多与蒙牛在渠道、产能、营销资源等方面的深度协同，助力奶酪主业进一步扩张。此次人事变动的背后，是蒙牛与妙可蓝多长达六年的资本联姻之路，也是妙可蓝多从区域乳企成长为国产奶酪龙头的发展历程。回溯妙可蓝多的发展，柴琇无疑是关键推动者。公司前身为区域乳企广泽股份，2015年起，柴琇带领公司转型聚焦奶酪业务，精准把握国内奶酪市场的蓝海机遇。财务数据显示，2016年至2019年，妙可蓝多营业收入从5.12亿元逐年增长至17.44亿元，逐步成长为国产奶酪行业的领军企业。而蒙牛对妙可蓝多的投资，始于对奶酪赛道的战略布局。2020年1月，蒙牛首次以每股14元的价格受让妙可蓝多5%股份，耗资约2.87亿元，同时以4.58亿元对妙可蓝多子公司吉林科技增资，获得42.88%股权，正式开启战略合作。彼时蒙牛明确表示，看好中国奶酪市场发展前景，希望通过入股快速补齐零食奶酪业务短板，提升盈利能力。2020年12月，蒙牛进一步推进控股计划，通过非公开发行股票认购、协议转让等方式，将持股比例提升至23.80%，成为妙可蓝多控股股东。此后数年，蒙牛持续增持，逐步巩固第一大股东地位，此次人事调整则是其全面接管运营的关键一步。编辑：江右","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606337223","isCrawlerRequest":true}