
一 | (ECNS) -- China’s Consumer Price Index (CPI) rose 0.5% year on year in July, down 0.5 percentage points from June, the National Bureau of Statistics said Sunday. Gasoline prices went up 1.0% year-on-year in July, a 16 percentage-point drop in growth from June. Its contribution to CPI growth fell by roughly 0.45 percentage points. Energy prices edged up 0.6%. Prices of industrial consumer goods increased 1.5% year-on-year, slipping 0.2 percentage points from the prior month. Service prices increased 0.7% year on year, led by domestic services, catering and education, which rose 1.3%, 1% and 0.6% respectively. Food prices fell 1.5%, narrowing the decline slightly. On a monthly basis, CPI dropped 0.1% in July, with gasoline down 10.7% and food prices below seasonal levels. Service prices rose 0.4%. Prices of tablet computers, computers and mobile phones jumped 11.3%, 5.5% and 1% respectively. China’s core CPI, excluding food and energy prices, registered a 0.9% year-on-year increase and a 0.3% month-on-month rise in July. The sustained moderate growth of core CPI indicates that China’s consumption structure is shifting from food and energy driven growth toward services and experiences. (By Helen Mo, intern Xu Wenda)
。 伊利股份(600887)8月26日晚间公告大手笔回购方案,公司基于对未来发展前景的坚定信心以及对公司价值的认可,拟以集中竞价交易方式,斥资10亿元至20亿元(含)回购公司股份,回购价格不超过39.53元/股。 本次回购股份将全部用于注销并减少注册资本,资金来源为自有资金,实施期限为自股东会审议通过之日起6个月内。按回购按价格上限测算,本次预计回购股份数量约为2529.72万股至5059.45万股,占公司总股本的0.40%至0.80%。 值得注意的是,这并非伊利首次推出大手笔回购注销方案。2024年公司曾推出同等规模的回购方案,最终实际回购4054万股、耗资约10.07亿元,并已于2025年5月完成注销。 伊利股份晚间同步披露半年报,2026年上半年,公司实现营业收入644.9亿元,同比增长4.13%,归母净利润57.59 亿元,同比下降20.02%。 分业务看,液体乳实现营收365.90亿元,奶粉及奶制品营收168.45亿元,冷饮产品营收90.73亿元,三大核心品类均稳居市场第一。

二 | 报告期内,公司资产减值损失大幅增加,拖累整体业绩,主要系对澳优乳业计提15.47亿元商誉减值损失,同时存货减值损失亦有所增加。 值得注意的是,知名大佬陈发树加仓了伊利股份,截至第二季度末,其持股比例升至0.99%。
二级市场上,近期伊利股份股价呈现震荡走势,截至8月26日,最新收盘价26.1元/股,市值1651亿元。
(文章来源:证券时报)。

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