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。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%。
二 | 值得注意的是，这并非伊利首次推出大手笔回购注销方案。 NEW DELHI -- India successfully carried out Saturday the first of a series of key test flights after overcoming a technical glitch ahead of its planned mission to take astronauts into space by 2025, the space agency said.The test involved launching a module to outer space and bringing it back to earth to test the spacecraft’s crew escape system, said the Indian Space Research Organization chief S. Somanath, and was being recovered after its touchdown in the Bay of Bengal. The launch was delayed by 45 minutes in the morning because of weather conditions. The attempt was again deferred by more than an hour because of an issue with the engine, and the ground computer put the module's lift-off on hold, said Somanath.The glitch caused by a monitoring anomaly in the system was rectified and the test was carried out successfully 75 minutes later from the Sriharikota satellite launching station in southern India, Somanath told reporters.It would pave the way for other unmanned missions, including sending a robot into space next year.In September, India successfully launched its first space mission to study the sun, less than two weeks after a successful uncrewed landing near the south pole region of the moon.After a failed attempt to land on the moon in 2019, India in September joined the United States, the Soviet Union and China as only the fourth country to achieve the milestone.The successful mission showcased India’s rising standing as a technology and space powerhouse and dovetails with Prime Minister Narendra Modi's desire to project an image of an ascendant country asserting its place among the global elite. Signaling a roadmap for India’s future space ambitions, Modi earlier this week announced that India’s space agency will set up an Indian-crafted space station by 2035 and land an Indian astronaut on the moon by 2040. Active since the 1960s, India has launched satellites for itself and other countries, and successfully put one in orbit around Mars in 2014. India is planning its first mission to the International Space Station next year in collaboration with the United States.。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。
三 | 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。 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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