600597 光明乳业
午间休市 09-04 11:29:43
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光明乳业的“掌门接力赛”
蓝鲸财经 · 09-01 22:53
光明乳业的“掌门接力赛”
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 22:34
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
光明乳业(600597)披露2026年半年度报告,8月31日股价上涨0.87%
证券之星 · 08-31
光明乳业(600597)披露2026年半年度报告,8月31日股价上涨0.87%
聚力科创深耕全链 光明乳业稳健笃行高质量发展之路
智谷趋势 · 08-31
聚力科创深耕全链 光明乳业稳健笃行高质量发展之路
光明乳业发布2026半年报:创新驱动提质增效 经营基本面稳健向好
中国财富通 · 08-31
光明乳业发布2026半年报:创新驱动提质增效 经营基本面稳健向好
图解光明乳业中报:第二季度单季净利润同比增长141.36%
证券之星 · 08-30
图解光明乳业中报:第二季度单季净利润同比增长141.36%
Synlait Milk预警:全年税后净亏损预计达1900万至2400万新西兰元
投资观察 · 08-28
Synlait Milk预警:全年税后净亏损预计达1900万至2400万新西兰元
股市必读:光明乳业(600597)8月25日董秘有最新回复
证券之星 · 08-26
股市必读:光明乳业(600597)8月25日董秘有最新回复
每周股票复盘:光明乳业(600597)选举蒋鸿波为职工代表董事
证券之星 · 08-23
每周股票复盘:光明乳业(600597)选举蒋鸿波为职工代表董事
股市必读:光明乳业新发布《光明乳业关于选举公司职工代表董事的公告》
证券之星 · 08-19
股市必读:光明乳业新发布《光明乳业关于选举公司职工代表董事的公告》
股市必读:光明乳业新发布《光明乳业关于选举公司职工代表董事的公告》
证券之星 · 08-18
股市必读:光明乳业新发布《光明乳业关于选举公司职工代表董事的公告》
每周股票复盘:光明乳业(600597)陆骏飞当选董事长并获董事任命
证券之星 · 08-02
每周股票复盘:光明乳业(600597)陆骏飞当选董事长并获董事任命
光明乳业(600597)披露2026年第三次临时股东会决议公告,7月27日股价上涨0.92%
证券之星 · 07-27
光明乳业(600597)披露2026年第三次临时股东会决议公告,7月27日股价上涨0.92%
每周股票复盘:光明乳业(600597)控股股东承诺半年内不减持股份
证券之星 · 07-26
每周股票复盘:光明乳业(600597)控股股东承诺半年内不减持股份
光明乳业获得发明专利授权:“一种含有高比例果蓉的果酱杀菌方法及其成品果酱、果酱产品”
证券之星 · 07-25
光明乳业获得发明专利授权:“一种含有高比例果蓉的果酱杀菌方法及其成品果酱、果酱产品”
光明肉业:光明品牌冷饮系光明乳业股份有限公司下属子公司上海益民食品一厂有限公司旗下产品
证券之星 · 07-23
光明肉业:光明品牌冷饮系光明乳业股份有限公司下属子公司上海益民食品一厂有限公司旗下产品
光明乳业(600597)披露控股股东不减持承诺函,7月22日股价下跌0.15%
证券之星 · 07-22
光明乳业(600597)披露控股股东不减持承诺函,7月22日股价下跌0.15%
每周股票复盘:光明乳业(600597)将召开临时股东会选举新董事
证券之星 · 07-19
每周股票复盘:光明乳业(600597)将召开临时股东会选举新董事
每周股票复盘:光明乳业(600597)拟选举陆骏飞为新任董事
证券之星 · 07-12
每周股票复盘:光明乳业(600597)拟选举陆骏飞为新任董事
股市必读:光明乳业(600597)7月8日董秘有最新回复
证券之星 · 07-09
股市必读:光明乳业(600597)7月8日董秘有最新回复
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公司概况
公司名称:
光明乳业股份有限公司
所属行业:
食品制造业
上市日期:
2002-08-28
主营业务:
光明乳业股份有限公司的主营业务是各类乳制品的开发、生产和销售,奶牛的饲养、培育,物流配送等业务。公司的主要产品是新鲜牛奶、新鲜酸奶、常温白奶、常温酸奶、乳酸菌饮品、冷饮、婴幼儿及中老年奶粉、奶酪、黄油。公司拥有乳业生物技术国家重点实验室,研发实力行业领先。公司规模在乳制品行业中名列前茅;公司是乳制品行业集奶牛养殖、乳制品研发及生产加工、冷链物流配送、终端销售等一、二、三产业链于一体的大型乳品企业,是中国乳业高端品牌的引领者。
发行价格:
6.50
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22:53","pubTimestamp":1788274403,"startTime":"0","endTime":"0","summary":"2025年,光明乳业归母净利润亏损1.49亿元,连续16年的盈利纪录被打断。2026年7月,黄黎明提前离任,光明食品集团副总裁、曾任光明乳业副总经理和市场总监的陆骏飞接任董事长。光明乳业的经营现金流净额为4.68亿元,同比增长12.10%,看起来不错。真正决定光明乳业基本面的,仍然是液态奶。从2015年至今,光明乳业已经更换三任董事长,现任陆骏飞是这一周期里的第四位。光明乳业2025年首次年度亏损后,高管薪酬终于出现下降。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1788169836189932212","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":"lanjinger_stock","symbols":["BK0012","600597","BK0188","BK0028","BK0185","BK0226","BK0048","BK0184"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664857646","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2664857646","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664857646?lang=zh_cn&edition=full","pubTime":"2026-09-01 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":"sh","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":["BK0183","BK0048","LU0405327148.USD","IE00BVYPNQ40.USD","IE00BGHQDM52.EUR","LU1820825898.SGD","BK0185","LU1064131003.USD","LU1781817850.SGD","LU1328615791.USD","IE00BMCWC346.EUR","BK0187","600887","BK0077","IE00BZ08YR35.GBP","LU0405327494.USD","IE00B543WZ88.USD","IE00BYV24P56.USD","LU2148510915.USD","BK0226","LU1146622755.USD","IE00BVYPNP33.GBP","BK0015","BK0086","LU1048596156.SGD","LU1064130708.USD","BK0188","LU1580142542.USD","600429","IE00BZ08YS42.EUR","LU2328871848.SGD","IE0005HP3H50.USD","LU1655091616.SGD","600882","BK0196","BK0028","BK0012","600597","BK0184","IE00B5MMRT66.SGD","LU0821914370.USD","LU1969619763.USD","LU0890818403.SGD","002570","LU0862451753.SGD","SG9999002828.SGD","BK0070","IE00BZ08YT58.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663507057","title":"光明乳业(600597)披露2026年半年度报告,8月31日股价上涨0.87%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663507057","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663507057?lang=zh_cn&edition=full","pubTime":"2026-08-31 19:26","pubTimestamp":1788175614,"startTime":"0","endTime":"0","summary":"截至2026年8月31日收盘,光明乳业报收于6.98元,较前一交易日上涨0.87%,最新总市值为96.22亿元。光明乳业于2026年8月31日披露《2026年半年度报告》。公司股票代码为600597,股票简称光明乳业,董事会秘书为沈小燕,证券事务代表为陈仲杰。前10名股东中,光明食品(集团)有限公司持股比例为51.64%,持股数量为711,860,596股。上海益民食品一厂(集团)有限公司为其一致行动人,持股1,350,724股,合计持股占总股本的51.74%。","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/RB2026083100031095.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":["600597","BK0048","BK0028","BK0188","BK0185","BK0184","BK0012","BK0226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664400731","title":"聚力科创深耕全链 光明乳业稳健笃行高质量发展之路","url":"https://stock-news.laohu8.com/highlight/detail?id=2664400731","media":"智谷趋势","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664400731?lang=zh_cn&edition=full","pubTime":"2026-08-31 18:27","pubTimestamp":1788172020,"startTime":"0","endTime":"0","summary":"创新驱动提质增效 加速科研成果落地变现百年创新积淀是光明乳业高质量发展的核心底色。品牌深耕文体旅场景 全域渠道协同发力作为深耕上海、辐射全国的国民级民族乳企,光明乳业长期深耕城市文化建设,深度绑定顶级城市IP与人文场景,积淀了深厚的品牌底蕴与国民公信力。奶源牧业是乳业高质量发展的源头根基。","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://mp.weixin.qq.com/s?__biz=MzYyMTU4OTg5Mg==&mid=2247662676&idx=3&sn=0e931ac0a4e0afe294e2d34fb78ef4af&chksm=fe1713c2c82f9f4df7deba6a8dbc424114ff10dbbe8813d035afeeba4bff832f3a7b639764ab&scene=0#rd","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":"weixin_highlight","symbols":["BK0184","BK0226","600597","BK0012","BK0048","159982","BK0185","BK0188","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663302929","title":"光明乳业发布2026半年报:创新驱动提质增效 经营基本面稳健向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2663302929","media":"中国财富通","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663302929?lang=zh_cn&edition=full","pubTime":"2026-08-31 11:01","pubTimestamp":1788145302,"startTime":"0","endTime":"0","summary":"日前,光明乳业发布2026年半年报。报告期内,光明乳业经营基本面稳健向好,实现营业总收入118.73亿元,归属于上市公司股东的净利润2.51亿元,加权平均净资产收益率达2.64%,在行业深度调整中稳住经营基本盘,充分彰显头部乳企的发展韧性与综合竞争力。2026年上半年,光明乳业以科技创新、产品创新双轮驱动产业升级,打通研发、落地、市场化全链条转化通道。2026年上半年,光明乳业持续优化全域渠道结构,推动各类渠道协同提质增效。","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":"https://irb.cfbond.com/api/v1/detail.html?newsid=8p1UXePKOCA%3D","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":null,"symbols":["BK0184","BK0185","BK0188","BK0028","BK0048","BK0226","BK0012","600597"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663704189","title":"图解光明乳业中报:第二季度单季净利润同比增长141.36%","url":"https://stock-news.laohu8.com/highlight/detail?id=2663704189","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663704189?lang=zh_cn&edition=full","pubTime":"2026-08-30 17:47","pubTimestamp":1788083235,"startTime":"0","endTime":"0","summary":"证券之星消息,光明乳业2026年中报显示,上半年度公司主营收入118.73亿元,同比下降4.81%;归母净利润2.51亿元,同比上升15.34%;扣非净利润2.18亿元,同比下降13.39%;其中2026年第二季度,公司单季度主营收入56.62亿元,同比下降7.24%;单季度归母净利润1.84亿元,同比上升141.36%;单季度扣非净利润1.27亿元,同比上升106.03%;负债率44.11%,投资收益-749.67万元,财务费用5864.42万元,毛利率17.57%。财报数据概要请见下图:本文数据来源于光明乳业2026年中报,仅供参考不构成投资建议。","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/RB2026083000012954.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":["600597"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192713870","title":"Synlait Milk预警:全年税后净亏损预计达1900万至2400万新西兰元","url":"https://stock-news.laohu8.com/highlight/detail?id=1192713870","media":"投资观察","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1192713870?lang=zh_cn&edition=full","pubTime":"2026-08-28 07:53","pubTimestamp":1787874787,"startTime":"0","endTime":"0","summary":"8月28日(路透社)——Synlait Milk Ltd发布最新业绩更新及2026财年业绩公布日期安排。公司预期全年税后基本净亏损将落在1900万至2400万新西兰元区间。与此同时,全年基本税息折旧及摊销前利润(EBITDA)预计为3600万至4100万新西兰元。更多公司相关报道,敬请关注SML.NZ。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0012","BK0028","BK0048","BK0184","BK0188","600597","BK0185","BK0226"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662541757","title":"股市必读:光明乳业(600597)8月25日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2662541757","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662541757?lang=zh_cn&edition=full","pubTime":"2026-08-26 05:24","pubTimestamp":1787693056,"startTime":"0","endTime":"0","summary":"截至2026年8月25日收盘,光明乳业报收于6.8元,上涨2.41%,换手率0.79%,成交量10.92万手,成交额7402.43万元。董秘最新回复投资者: 尊敬的董秘你好,光明乳业这几年市场表现很差,为什么不与光明肉业合并重组,改名光明食品,这样才能做大做强。投资者: 董秘你好,昨天公告,说控股集团6个月内不减持公司股份,请问这个怎么理解?当日关注点交易信息汇总:8月25日主力资金净流出436.91万元,占总成交额5.9%。","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/RB2026082600008430.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":["600597","BK0184","BK0028","BK0188","BK0185","BK0012","BK0226","BK0048"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661331214","title":"每周股票复盘:光明乳业(600597)选举蒋鸿波为职工代表董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2661331214","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661331214?lang=zh_cn&edition=full","pubTime":"2026-08-23 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01:34","pubTimestamp":1786988097,"startTime":"0","endTime":"0","summary":"截至2026年8月17日收盘,光明乳业报收于6.74元,上涨1.05%,换手率0.7%,成交量9.64万手,成交额6465.24万元。蒋鸿波未持有公司股票,与公司控股股东及实际控制人无关联关系,符合董事任职资格要求,未受过中国证监会或证券交易所惩戒。其任职后,公司董事会中兼任高管和职工代表董事人数未超过董事总数的二分之一。","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/RB2026081800001843.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":["BK0012","600597","BK0188","BK0028","BK0185","BK0226","BK0048","BK0184"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656319645","title":"每周股票复盘:光明乳业(600597)陆骏飞当选董事长并获董事任命","url":"https://stock-news.laohu8.com/highlight/detail?id=2656319645","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656319645?lang=zh_cn&edition=full","pubTime":"2026-08-02 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22:35","pubTimestamp":1785162916,"startTime":"0","endTime":"0","summary":"截至2026年7月27日收盘,光明乳业报收于6.61元,较前一交易日上涨0.92%,最新总市值为91.12亿元。该股当日开盘6.57元,最高6.68元,最低6.54元,成交额达5277.98万元,换手率为0.58%。近日,光明乳业发布《2026年第三次临时股东会决议公告》。公告显示,公司于2026年7月27日召开2026年第三次临时股东会,会议由董事、总经理贲敏女士主持,采用记名投票方式表决,出席会议的股东和代理人共461人,代表有表决权股份总数的54.7666%。","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/RB2026072700035069.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":["BK0028","BK0012","BK0188","BK0184","BK0226","BK0048","BK0185","600597"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654250057","title":"每周股票复盘:光明乳业(600597)控股股东承诺半年内不减持股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2654250057","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654250057?lang=zh_cn&edition=full","pubTime":"2026-07-26 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味道很好,夏天到了,给股东们发点雪糕吧光明肉业回复:尊敬的投资者,您好!光明品牌冷饮系光明乳业股份有限公司下属子公司上海益民食品一厂有限公司旗下产品。感谢您对光明肉业的关注。本文数据来源于上海证券交易所e互动,仅供参考不构成投资建议。责任编辑:刘浩然","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/RB2026072300037054.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":["159151","BK0188","BK0238","BK0012","BK0226","BK0020","BK0048","BK0184","BK0185","600597","BK0195","600073","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653766176","title":"光明乳业(600597)披露控股股东不减持承诺函,7月22日股价下跌0.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653766176","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2653766176?lang=zh_cn&edition=full","pubTime":"2026-07-22 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02:41","pubTimestamp":1783536069,"startTime":"0","endTime":"0","summary":"截至2026年7月8日收盘,光明乳业报收于6.44元,上涨1.42%,换手率0.49%,成交量6.77万手,成交额4328.69万元。董秘最新回复投资者: 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