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一 | 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。

二 | STOCKHOLM -- A ban on gasoline and diesel-fueled cars from a commercial district of Stockholm's downtown in 2025 will be the first for a European capital, a city official said Thursday.The ban will take effect in a 20-block area of shops, pedestrian walkways and a few homes in order to curb pollution, reduce noise and encourage use of electric vehicles said Lars Strömgren, the city council member for the Greens who's in charge of the Swedish capital's transportation. Many European capitals have restrictions on gasoline and diesel cars, but Strömgren says Stockholm’s complete ban would be a first. “We need to eliminate the harmful exhaust gases from (gasoline) and diesel cars. That’s why we are introducing the most ambitious low-emission zone to date,” Strömgren told The Associated Press. The idea is to create an "environmental zone” where only electric vehicles will be allowed. There will be some exceptions such as for emergency vehicles and transportation for the disabled.In its budget for 2024, the left-leaning, environmentally-focused city council on Tuesday unveiled the plan for the target area just north of the city’s famed Old Town. The municipal government controls a majority in the council, so the vote set for Nov. 23 is expected to be a formality. “We are pretty proud, I must say,” Strömgren said, adding that gradual expansion of the environmental zone would be decided in the first half of 2025.One of the city’s main cab companies, Taxi Stockholm, said its transition to emission-free vehicles is moving at a fast pace. The company’s acting chief executive Pernilla Samuelsson said it's emission-free vehicles now make up 30% of its fleet - almost seven times more than last year. “In other words, the transition is going fast and it is already being driven forward by the industry,” Samuelson said.Some aren't convinced things will go smoothly. Nike Örbrink from the opposition Christian Democrats told the Aftonbladet newspaper that some are concerned the plan would hurt businesses and the hotel industry.Other European capitals harbor similar ambitions. The Dutch capital, Amsterdam, is aiming for all transport in the city, including automobiles, to be emissions-free by 2030.The mayor of Paris wanted to ban all diesel cars before next year’s Olympics, and gasoline cars by 2030, but has run up against resistance.Currently, any diesel cars built before 2006 and gasoline cars built before 1997 are banned in Paris and 77 surrounding towns for 12 hours a day on weekdays. The ban will expand in 2025 for diesel cars built before 2011 and pre-2006 gasoline vehicles.___Jan Olsen reported from Copenhagen, Denmark. AP writers Mike Corder in Amsterdam, The Netherlands and Angela Charlton in Paris, France contributed.。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。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。

三 | 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%。

四 |
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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