002946 新乳业
已收盘 04-29 15:00:00
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新乳业:4月28日接受机构调研,中信证券、长江证券等多家机构参与
证券之星 · 04-29 09:04
新乳业:4月28日接受机构调研,中信证券、长江证券等多家机构参与
图解新乳业一季报:第一季度单季净利润同比增长39.89%
证券之星 · 04-28 04:06
图解新乳业一季报:第一季度单季净利润同比增长39.89%
太平洋:给予新乳业增持评级
证券之星 · 04-26
太平洋:给予新乳业增持评级
华龙证券:给予新乳业买入评级
证券之星 · 04-23
华龙证券:给予新乳业买入评级
新乳业:截至2026年4月20日公司股东总户数为13490户
证券之星 · 04-21
新乳业:截至2026年4月20日公司股东总户数为13490户
新乳业赴港上市:竞争、还债都需要钱
21世纪经济报道 · 04-18
新乳业赴港上市:竞争、还债都需要钱
新乳业新注册《一物一码大转盘营销系统V2.0》等2个项目的软件著作权
证券之星 · 04-17
新乳业新注册《一物一码大转盘营销系统V2.0》等2个项目的软件著作权
新乳业:截至2026年4月10日公司股东总户数为12987户
证券之星 · 04-14
新乳业:截至2026年4月10日公司股东总户数为12987户
爱建证券:首次覆盖新乳业给予买入评级
证券之星 · 04-12
爱建证券:首次覆盖新乳业给予买入评级
新乳业:截至2026年3月31日公司股东总户数为13690户
证券之星 · 04-07
新乳业:截至2026年3月31日公司股东总户数为13690户
新乳业向港交所递交上市申请,拟冲刺“A+H”
滚动播报 · 04-04
新乳业向港交所递交上市申请,拟冲刺“A+H”
新乳业(002946.SZ)向香港联交所递交H股发行上市申请并刊发申请资料
智通财经 · 04-03
新乳业(002946.SZ)向香港联交所递交H股发行上市申请并刊发申请资料
新乳业(002946)披露2026年第一季度可转换公司债券转股情况公告,4月2日股价下跌0.6%
证券之星 · 04-02
新乳业(002946)披露2026年第一季度可转换公司债券转股情况公告,4月2日股价下跌0.6%
新乳业(002946)新增【光伏】概念
证券之星 · 03-30
新乳业(002946)新增【光伏】概念
西南证券:给予新乳业买入评级
证券之星 · 03-30
西南证券:给予新乳业买入评级
新乳业(002946)披露董事会完成换届选举及聘任高级管理人员和证券事务代表的公告,3月27日股价下跌0.11%
证券之星 · 03-27
新乳业(002946)披露董事会完成换届选举及聘任高级管理人员和证券事务代表的公告,3月27日股价下跌0.11%
东海证券:给予新乳业买入评级
证券之星 · 03-26
东海证券:给予新乳业买入评级
开源证券:给予新乳业增持评级
证券之星 · 03-25
开源证券:给予新乳业增持评级
全年经销商锐减383家,广告费却涨了三成,新乳业的渠道变革成色几何?
证券之星 · 03-25
全年经销商锐减383家,广告费却涨了三成,新乳业的渠道变革成色几何?
新乳业:截至2026年3月20日公司股东总户数为13782户
证券之星 · 03-24
新乳业:截至2026年3月20日公司股东总户数为13782户
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公司概况
公司名称:
新希望乳业股份有限公司
所属行业:
食品制造业
上市日期:
2019-01-25
主营业务:
新希望乳业股份有限公司的主营业务是乳制品及含乳饮料的研发、生产和销售。公司的主要产品是液体乳、含乳饮料、奶粉。公司连续六年蝉联德勤、哈佛商业评论等机构联合评选的“中国卓越管理公司”荣誉,也是第二次荣获该奖项金奖,成为唯一获此殊荣的中国乳企。
发行价格:
5.45
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04:06","pubTimestamp":1777320381,"startTime":"0","endTime":"0","summary":"证券之星消息,新乳业2026年一季报显示,一季度公司主营收入28.43亿元,同比上升8.31%;归母净利润1.86亿元,同比上升39.89%;扣非净利润1.91亿元,同比上升35.73%;负债率55.29%,投资收益-121.23万元,财务费用1935.84万元,毛利率29.97%。财报数据概要请见下图:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"sh","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/RB2026042800011422.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":"stockstar","symbols":["002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630870703","title":"太平洋:给予新乳业增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2630870703","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630870703?lang=zh_cn&edition=full","pubTime":"2026-04-26 20:47","pubTimestamp":1777207641,"startTime":"0","endTime":"0","summary":"太平洋证券股份有限公司郭梦婕,梁帅奇近期对新乳业进行研究并发布了研究报告《新乳业:新兴渠道拓展顺利,“鲜酸双强”战略显成效》,给予新乳业增持评级。渠道方面,公司深耕DTC核心渠道,重点布局自主征订、形象店、电商及送奶入户等自营业务,直销模式收入同比增长15.07%,占比稳步攀升,持续引领增长。最新盈利预测明细如下:该股最近90天内共有26家机构给出评级,买入评级21家,增持评级5家;过去90天内机构目标均价为23.28。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042600018012.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":["601099","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629005018","title":"华龙证券:给予新乳业买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2629005018","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629005018?lang=zh_cn&edition=full","pubTime":"2026-04-23 11:57","pubTimestamp":1776916672,"startTime":"0","endTime":"0","summary":"华龙证券股份有限公司王芳近期对新乳业进行研究并发布了研究报告《2025年报业绩点评报告:公司业绩增速亮眼,盈利能力稳健提升》,给予新乳业买入评级。最新盈利预测明细如下:该股最近90天内共有26家机构给出评级,买入评级21家,增持评级5家;过去90天内机构目标均价为23.44。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042300033006.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":["161027","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629709986","title":"新乳业:截至2026年4月20日公司股东总户数为13490户","url":"https://stock-news.laohu8.com/highlight/detail?id=2629709986","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629709986?lang=zh_cn&edition=full","pubTime":"2026-04-21 11:34","pubTimestamp":1776742479,"startTime":"0","endTime":"0","summary":"证券之星消息,新乳业(002946)04月21日在投资者关系平台上答复投资者关心的问题。投资者提问:尊敬的董秘,您好!敬请发布截至今天4月中旬末公司股东户数信息。谢谢!致礼!新乳业回复:您好,截至2026年4月20日公司股东总户数为13490户,感谢您的关注。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026042100024677.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":["BK0226","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628766780","title":"新乳业赴港上市:竞争、还债都需要钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2628766780","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628766780?lang=zh_cn&edition=full","pubTime":"2026-04-18 07:00","pubTimestamp":1776466800,"startTime":"0","endTime":"0","summary":"资本市场对新乳业赴港上市显得冷淡,虽然这可能是国内首家A+H两地上市乳企。4月2日,新乳业正式向港交所主板递交上市申请。此前,新乳业在公告中提到,赴港上市是为了深入推进国际化战略,打造国际化资本运作平台,进一步提升公司资本实力。3月11日晚,新乳业宣布H股上市计划后,股价于次日暴跌9.21%至18.05元/股,盘中一度跌停。在2025年,新乳业营收同比增长5.33%至112.33亿元;归母净利润同比增长35.98%至7.31亿元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-04-18/doc-inhuwhak1785256.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,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-04-18/doc-inhuwhak1785256.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":"sina","symbols":["BK0226","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628248704","title":"新乳业新注册《一物一码大转盘营销系统V2.0》等2个项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2628248704","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628248704?lang=zh_cn&edition=full","pubTime":"2026-04-17 02:08","pubTimestamp":1776362893,"startTime":"0","endTime":"0","summary":"证券之星消息,近日新乳业新注册了2个项目的软件著作权,包括《一物一码大转盘营销系统V2.0》、《鲜掌柜OMS订单管理系统V2.0》等。今年以来新乳业新注册软件著作权2个,较去年同期增加了100%。通过天眼查大数据分析,新希望乳业股份有限公司共对外投资了38家企业,参与招投标项目73次;财产线索方面有商标信息678条,专利信息162条,著作权信息61条;此外企业还拥有行政许可23个。","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://stock.stockstar.com/RB2026041700003099.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":["159180","BK0226","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627467900","title":"新乳业:截至2026年4月10日公司股东总户数为12987户","url":"https://stock-news.laohu8.com/highlight/detail?id=2627467900","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627467900?lang=zh_cn&edition=full","pubTime":"2026-04-14 08:54","pubTimestamp":1776128049,"startTime":"0","endTime":"0","summary":"证券之星消息,新乳业(002946)04月13日在投资者关系平台上答复投资者关心的问题。投资者提问:你好董秘,请问4月10日的股东户数是多少个?新乳业回复:您好,截至2026年4月10日公司股东总户数为12987户,感谢您的关注。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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://stock.stockstar.com/RB2026041400006297.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":["002946","BK0226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626584179","title":"爱建证券:首次覆盖新乳业给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2626584179","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626584179?lang=zh_cn&edition=full","pubTime":"2026-04-12 13:20","pubTimestamp":1775971221,"startTime":"0","endTime":"0","summary":"爱建证券有限责任公司范林泉,朱振浩近期对新乳业进行研究并发布了研究报告《首次覆盖报告:低温战略明确坚定,盈利能力不断提升》,首次覆盖新乳业给予买入评级。首次覆盖,给予\"买入\"评级。3)其他业务:公司主动收缩低毛利边缘业务,其他业务收入从2023年11.5亿元降至2025年6.5亿元,2025年同比下降14%,毛利率从2022年8.1%降至2025年5.9%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026041200002696.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":["002946","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625891629","title":"新乳业:截至2026年3月31日公司股东总户数为13690户","url":"https://stock-news.laohu8.com/highlight/detail?id=2625891629","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625891629?lang=zh_cn&edition=full","pubTime":"2026-04-07 11:30","pubTimestamp":1775532630,"startTime":"0","endTime":"0","summary":"证券之星消息,新乳业(002946)04月07日在投资者关系平台上答复投资者关心的问题。投资者提问:董秘您好,请问截止到2026年3月31日公司股东人数是多少?谢谢!新乳业回复:您好,截至2026年3月31日公司股东总户数为13690户,感谢您的关注。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026040700012235.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002946","BK0226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624869675","title":"新乳业向港交所递交上市申请,拟冲刺“A+H”","url":"https://stock-news.laohu8.com/highlight/detail?id=2624869675","media":"滚动播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624869675?lang=zh_cn&edition=full","pubTime":"2026-04-04 12:23","pubTimestamp":1775276580,"startTime":"0","endTime":"0","summary":"(来源:北京商报)\n北京商报讯(记者 孔文燮)4月3日,新乳业发布公告称,公司已于4月2日向香港联合交易所有限公司递交了发行H股股票并在其主板挂牌上市的申请,相关申请材料也于同日在香港联交所网站进行了刊登。据招股书及公开数据,2025年新乳业实现营业收入112.33亿元,同比增长5.33%;实现归母净利润为7.31亿元,同比增长35.98%。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:石秀珍 SF183","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/jjxw/2026-04-04/doc-inhticfx9558374.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["002946","HEXmain","BK0226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624635502","title":"新乳业(002946.SZ)向香港联交所递交H股发行上市申请并刊发申请资料","url":"https://stock-news.laohu8.com/highlight/detail?id=2624635502","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624635502?lang=zh_cn&edition=full","pubTime":"2026-04-03 08:17","pubTimestamp":1775175430,"startTime":"0","endTime":"0","summary":"智通财经APP讯,新乳业(002946.SZ)发布公告,公司于2026年4月2日向香港联合交易所有限公司(下称“香港联交所”)递交了发行H股股票并在香港联交所主板挂牌上市的申请,并于同日在香港联交所网站刊登了本次发行上市的申请材料。","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":"http://www.zhitongcaijing.com/content/detail/1424938.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0226","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624476500","title":"新乳业(002946)披露2026年第一季度可转换公司债券转股情况公告,4月2日股价下跌0.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2624476500","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624476500?lang=zh_cn&edition=full","pubTime":"2026-04-02 22:57","pubTimestamp":1775141831,"startTime":"0","endTime":"0","summary":"新希望乳业股份有限公司于2026年4月2日发布《2026年第一季度可转换公司债券转股情况公告》。公告显示,债券代码128142,债券简称“新乳转债”,当前转股价格为17.88元/股,转股时间为2021年6月24日至2026年12月17日。2026年第一季度,“新乳转债”未发生转股,转股数量为0股,因转股减少的债券金额为0元,数量为0张。截至2026年3月31日,剩余可转债金额为71,788.04万元,剩余数量为717.8804万张。公司总股本未发生变化,仍为860,677,197股。","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/RB2026040200042953.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0226","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623106053","title":"新乳业(002946)新增【光伏】概念","url":"https://stock-news.laohu8.com/highlight/detail?id=2623106053","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623106053?lang=zh_cn&edition=full","pubTime":"2026-03-30 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18:16","pubTimestamp":1774865793,"startTime":"0","endTime":"0","summary":"西南证券股份有限公司朱会振,舒尚立近期对新乳业进行研究并发布了研究报告《2025年报点评:低温品类高增延续,盈利能力稳步提升》,给予新乳业买入评级。 盈利预测与投资建议:预计公司2026-2028年EPS分别为1.03元、1.24元、1.50元,对应动态PE分别为18倍、15倍、12倍,维持“买入”评级。最新盈利预测明细如下:该股最近90天内共有20家机构给出评级,买入评级15家,增持评级5家;过去90天内机构目标均价为23.53。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026033000028170.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":["600369","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622733838","title":"新乳业(002946)披露董事会完成换届选举及聘任高级管理人员和证券事务代表的公告,3月27日股价下跌0.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622733838","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622733838?lang=zh_cn&edition=full","pubTime":"2026-03-27 22:37","pubTimestamp":1774622234,"startTime":"0","endTime":"0","summary":"截至2026年3月27日收盘,新乳业报收于18.04元,较前一交易日下跌0.11%,最新总市值为155.27亿元。近日,新希望乳业股份有限公司披露《关于董事会完成换届选举及聘任高级管理人员和证券事务代表的公告》。第四届董事会第一次会议选举产生董事长、各专门委员会委员,并聘任朱川为总经理,张帅、褚雅楠、郑世锋、付永猛为副总经理,其中褚雅楠兼任财务负责人,郑世锋兼任董事会秘书,王皑为证券事务代表。","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/RB2026032700050400.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":"stockstar","symbols":["002946","161027","BK0226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622856909","title":"东海证券:给予新乳业买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2622856909","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622856909?lang=zh_cn&edition=full","pubTime":"2026-03-26 18:16","pubTimestamp":1774520195,"startTime":"0","endTime":"0","summary":"东海证券姚星辰近期对新乳业进行研究并发布了研究报告《公司简评报告:低温业务表现亮眼,新渠道高速发展》,给予新乳业买入评级。新品收入占比连续5年保持双位数。华东地区保持良好增长趋势,其他地区明显改善。销售费用率小幅增长,主要由于公司为加强品牌建设及提升市场的品牌认知,增加了广告宣传投入。最新盈利预测明细如下:该股最近90天内共有19家机构给出评级,买入评级15家,增持评级4家;过去90天内机构目标均价为23.28。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032600035538.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":["002946","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622210560","title":"开源证券:给予新乳业增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2622210560","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622210560?lang=zh_cn&edition=full","pubTime":"2026-03-25 17:37","pubTimestamp":1774431473,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司张宇光,张思敏近期对新乳业进行研究并发布了研究报告《公司信息更新报告:净利率提升节奏超前,分红提升股东回报》,给予新乳业增持评级。 新乳业 2025Q4公司业绩亮眼,维持“增持”评级 公司发布2025年度报告。同时公司拟每10股派发现金红利3.8元,2025年累计分红率达53%,努力提升股东回报,维持“增持”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026032500035332.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":["161027","002946"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622374043","title":"全年经销商锐减383家,广告费却涨了三成,新乳业的渠道变革成色几何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2622374043","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622374043?lang=zh_cn&edition=full","pubTime":"2026-03-25 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