002946SZSE

New Hope Liuhe Co., Ltd. 2025 Annual Report Summary

New Hope Dairy Co., Ltd.··11 pages

✨ AI Summary

This is a summary of New Hope Liuhe Co., Ltd.'s 2025 annual report. The company achieved revenue of 11.233 billion yuan, a 5.33% increase, and net profit of 731 million yuan, a 35.98% increase. Key strategies include focusing on the "fresh cube strategy," technological innovation, and expanding DTC channels. The company also highlights its commitment to sustainability and shareholder returns.

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New Hope Liuhe Co., Ltd. 2025 Annual Report Summary

Securities Code: 002946 Securities Abbreviation: New Dairy Announcement No.: 2026-018 Bond Code: 128142 Bond Abbreviation: Xinru Zhuanzhai

I. Important Notice

This annual report summary is derived from the full annual report. To fully understand the company's operating results, financial condition, and future development plans, investors should carefully read the full annual report on the designated media of the China Securities Regulatory Commission.

All directors attended the board meeting to review this report.

Non-standard Audit Opinion Notice □ Applicable Not Applicable

Board of Directors' Review of Profit Distribution Plan or Capital Reserve Transfer to Share Capital Plan for the Reporting Period ☑ Applicable Not Applicable

Whether to transfer capital reserve to share capital □ Applicable Not Applicable

The profit distribution plan reviewed by the board of directors is: based on 860,677,197 shares (if the share capital changes, the total share capital on the equity registration date of profit distribution implementation shall prevail), a cash dividend of 3.80 yuan (tax inclusive) per 10 shares will be distributed to all shareholders, with 0 bonus shares (tax inclusive), and no transfer of capital reserve to share capital.

Board Resolution on Preferred Share Profit Distribution Plan for the Reporting Period □ Applicable Not Applicable

II. Basic Company Information

  1. Company Profile
Stock AbbreviationStock ExchangePrevious Stock Abbreviation (if any)Stock Code
New DairyShenzhen Stock ExchangeNone002946
NameContact Person and Contact InformationSecurities Affairs Representative
Zheng ShifengWang Ai
Registered Address
No. 366 Jingshi Road, Jinjiang District, Chengdu
028-80741011
028-86748930
nhdzqb@newhope.cn
No. 366 Jingshi Road, Jinjiang District, Chengdu
028-80741011
028-86748930
wangai@newhope.cn
  1. Brief Introduction to Main Business or Products for the Reporting Period

(I) Company's Main Operating Conditions

The company is a company specializing in the research and development, production, and sales of dairy products and milk-containing beverages. According to the "Classification of National Economic Industries" (GB/T4754-2017), the company belongs to the major categories of "Dairy Product Manufacturing (C14)" and "Beverage Manufacturing (C15)". The main products include liquid milk, milk-containing beverages, and milk powder. During the reporting period, the company's main business and main products did not undergo significant changes.

Against the backdrop of macroeconomic structural adjustment and industry pressure, the company focused on the "Fresh Cube Strategy" and achieved superior industry performance through multi-dimensional efforts. During the reporting period, the company achieved operating income of 11.233 billion yuan, a year-on-year increase of 5.33%; net profit attributable to parent company owners was 731 million yuan, a year-on-year increase of 35.98%; net profit attributable to parent company owners after deducting non-recurring gains and losses was 774 million yuan, a year-on-year increase of 33.76%; sales net profit margin was 6.72%, an increase of 1.57 percentage points year-on-year; and the asset-liability ratio was 56.51%, a decrease of 8.10 percentage points from the beginning of the period.

  1. Review of the Company's Annual Business Operations

(1) Persist in the Core Development Strategy and Create Long-Term Resilient Growth

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