妙可蓝多拟收购蒙牛奶酪，蒙牛重整奶酪业务

红星新闻06-17

妙可蓝多拟再收购蒙牛乳业的奶酪业务板块。红星资本局注意到，近日，妙可蓝多（600882.SH）发布公告称，拟以4.48亿元收购蒙牛乳业（02319.HK）持有的内蒙古蒙牛奶酪有限责任公司（以下简称“蒙牛奶酪”）100%股权。截图自妙可蓝多公告妙可蓝多解释此次收购蒙牛奶酪的原因为“解决公司与承诺人在奶酪业务上存在的同业竞争问题，并进一步增强公司盈利能力及核心竞争力，巩固公司奶酪品类领导者地位”。去年...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024061710552595b7fe75&s=b><strong>红星新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>妙可蓝多拟再收购蒙牛乳业的奶酪业务板块。红星资本局注意到，近日，妙可蓝多（600882.SH）发布公告称，拟以4.48亿元收购蒙牛乳业（02319.HK）持有的内蒙古蒙牛奶酪有限责任公司（以下简称“蒙牛奶酪”）100%股权。截图自妙可蓝多公告妙可蓝多解释此次收购蒙牛奶酪的原因为“解决公司与承诺人在奶酪业务上存在的同业竞争问题，并进一步增强公司盈利能力及核心竞争力，巩固公司奶酪品类领导者地位”。去年...</p>\n\n<a 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business","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600882":0.9,"02319":0.9},"content_text":"妙可蓝多拟再收购蒙牛乳业的奶酪业务板块。红星资本局注意到，近日，妙可蓝多（600882.SH）发布公告称，拟以4.48亿元收购蒙牛乳业（02319.HK）持有的内蒙古蒙牛奶酪有限责任公司（以下简称“蒙牛奶酪”）100%股权。截图自妙可蓝多公告妙可蓝多解释此次收购蒙牛奶酪的原因为“解决公司与承诺人在奶酪业务上存在的同业竞争问题，并进一步增强公司盈利能力及核心竞争力，巩固公司奶酪品类领导者地位”。去年6月，妙可蓝多便收购了蒙牛乳业持有的吉林省广泽乳品科技有限公司（以下简称“吉林广泽乳品”）42.88%股权，吉林广泽乳品旗下两家子公司为妙可蓝多重要的奶酪产品生产运营主体。乳业分析师宋亮6月16日向红星资本局表示，蒙牛新总裁高飞上任后，一直强调要提升整体业务的扁平化管理水平，整合能够合并的业务板块，如目前妙可蓝多与蒙牛奶酪的结合。妙可蓝多拟收购蒙牛奶酪奶酷行业增长红利已近尾声红星资本局了解到，蒙牛奶酪成立于2018年12月12日，一直为蒙牛乳业全资子公司。蒙牛奶酪及其子公司主要从事奶酪产品及相关产品的生产和销售。蒙牛奶酪成立的2018年，妙可蓝多瞄准了奶酪零食化，切入儿童奶酪市场，营收突破十亿元。巨头纷纷加码奶酪行业，除蒙牛乳业外，伊利股份（600887.SH）也在2018年成立了奶酪事业部。据妙可蓝多公告，2023年，蒙牛奶酪实现营收约12.74亿元，归母净亏损337.39万元；2024年一季度，蒙牛奶酪实现营收约2.11亿元，归母净亏损295.25万元。同时，2023年，妙可蓝多营收为40.49亿元，同比下降16.16%；归母净利润6344万元，同比下跌53.90%。2024年一季度，妙可蓝多归母净利润同比增加了70.63%，实现营收9.5亿元，同比下降7.14%。对于业绩的下滑，妙可蓝多认为主要因“行业增速放缓”。浦银国际分析师林闻嘉、桑若楠认为，中国奶酪行业过去十余年的高速成长主要得益于奶酪棒这一大单品在消费者中的快速普及。而在产品结构较为单一、产品必选属性较弱、消费者较难形成消费习惯等阻力下，奶酪棒在过去10年里为奶酪行业带来的增长红利很可能已经接近尾声。妙可蓝多持续整合蒙牛的奶酪资产“是蒙牛在业务板块的具象调整”之所以收购蒙牛奶酪，妙可蓝多解释称，为解决公司与承诺人在奶酪业务上存在的同业竞争问题，并进一步增强公司盈利能力及核心竞争力，巩固公司奶酪品类领导者地位，公司现拟以人民币现金收购蒙牛奶酪100%股权。红星资本局注意到，以类似的理由，妙可蓝多在去年也收购了蒙牛持有的奶酪公司股权。2023年6月，妙可蓝多以6.01亿元现金收购蒙牛乳业持有的吉林广泽乳品42.88%股权。妙可蓝多表示，交易完成后，妙可蓝多将消除与蒙牛乳业共同投资的情况，增强对奶酪业务生产销售的控制力和独立决策权，有助于增强公司可持续发展能力和核心竞争力。“蒙牛新总裁高飞上任后，一直强调要提升整体业务的扁平化管理水平，即降低内部管理成本，提高整体运营效率，整合能够合并的业务板块，如目前妙可蓝多与蒙牛奶酪的结合，”宋亮向红星资本局表示，“将奶酪业务‘打包’给妙可蓝多，是蒙牛在业务板块进行更加具象的调整，本质上是想要在每一个品类上形成集中的资源平台，以妙可蓝多作为奶酪业务的突破口，整合包括再制儿童奶酪、烘焙餐食奶酪、家庭奶酪等在内的全品类奶酪。”红星新闻记者 张露曦 俞瑶编辑 邓凌瑶","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"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; 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