北京商报讯(记者孔文燮)1月29日，骑士乳业披露的2025年度业绩预告显示，预计2025年归母净利润 4100万元至5300万元，上年同期亏损769.51万元。关于业绩变动的原因，骑士乳业表示，报告期内，公 司募投项目顺利结项投产，公司生鲜乳销售量增加，营业收入、净利润随之增加；受市场因素影响，生 物性资产处置价格较上年度增加，报告期内生物性资产处置损失减少；2025年投资损失较上年度大幅减 少。 ...

Core Viewpoint - Inner Mongolia Knight Dairy Group has adopted a differentiated development path through a comprehensive "Agriculture-Animal Husbandry-Dairy" integrated model, which helps the company respond to market challenges and enhances efficiency [2] Group 1: Integrated Model - The "Agriculture-Animal Husbandry-Dairy" model provides not only cost control but also serves as a complex risk hedging mechanism and efficiency improvement solution [2] - The synergy effects include: high-quality forage provided by agriculture for animal husbandry, recycling of cow dung to improve soil, and ensuring stable and high-quality milk sources for the dairy industry [2] - The unique "Agriculture-Animal Husbandry-Dairy" synergy involves crop rotation of forage and sugar beets, ensuring supply for both animal feed and sugar production, promoting scientific land rotation and green development [2] Group 2: Market Strategy - The company focuses on regional markets and low-temperature products to create a competitive edge against national brands, emphasizing shorter distances and fresher products [3] - Knight Dairy has specialized in the development of low-temperature yogurt and pasteurized milk, achieving a shelf life of 28 days, which allows for effective sales radius expansion [3] - The brand has established a strong reputation in core markets such as Hohhot, Baotou, and Ordos, driven by a commitment to quality and consumer trust [3] Group 3: Capital Market Engagement - The company aims to enhance communication with the market through various channels, including its official website and investor meetings, to clarify its long-term value [3] - Knight Dairy positions itself as a "slow and steady" long-term player, focusing on improving information disclosure for investors [3] Group 4: Technological Advancements - Knight Dairy is implementing smart farming technologies, including milking robots and automated feeding systems, which have reduced labor time by over 30% and labor intensity by over 60% [4] - The company aims to apply digital twin, AI, and IoT technologies in farm management, targeting a new management model of "robots managing robots" [4]

（文章来源：证券日报） 证券日报网讯 12月23日，骑士乳业发布公告称，公司第六届董事会第二十九次会议审议通过《关于为 子公司提供担保的议案》等。 ...

每经讯，2025年12月23日，北交所上市公司骑士乳业（920786，收盘价：11.11元）登上龙虎榜，交易方式是连续竞价，披露原 因是当日换手率达到25.79%，成交数量3647.75万股，成交金额4.37亿元。买一席位为东方财富证券股份有限公司拉萨团结路第 二证券营业部，买入701.86万元；卖一席位为机构专用，卖出851.55万元。 （记者 曾健辉） | | 2025-12-23骑士乳业(920786) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | नेट ग | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 7018576.61 | 3984739.45 | | 买2 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 6316365.38 | 4996254.26 | | 址3 | 东方财富证券股份有限公司拉萨东环路第一 证券营业部 | 5949246.64 | 3972525.13 | | ने पं | 东方财富证券股份有限公司山南香曲东路证券营业部 | 4869900.04 | ...

骑士乳业公告，公司于2025年12月22日召开董事会会议，审议通过《使用募集资金向控股子公司提供借 款用于支付募投项目相关待支付款项的议案》。同意使用募集资金向控股子公司鄂尔多斯市骑士库布齐 牧业有限责任公司提供有息借款，借款金额不超过4030.85万元，年利率为4.5%。本次借款旨在确保募 投项目实施的待支付款项顺利支付，资金来源为"骑士乳业奶牛养殖项目"结项后预留的待支付工程及设 备尾款等款项。借款将专项用于支付募投项目结项核算时形成的待支付款项，不得用于其他用途。 ...

乳业板块高开，立高食品高开超8%，骑士乳业、皇氏集团、庄园牧场、妙可蓝多跟涨。消息面上，商 务部对原产于欧盟的进口相关乳制品实施临时反补贴措施。 ...

| | 龙虎榜 1 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入(万元) | | 浙江世宇 | 9.99% | 12071.24 | | 航天智造 | 16.30% | 9061.83 | | 山子高科 | 9.93% | 5811.53 | | 西部材料 | 10.00% | 4835.26 | | 华人健康 | 5.72% | 4397.94 | | 神剑股份 | 9.96% | 3457.90 | | 创源股份 | 19.98% | 3270.07 | | 华麦线缆 | -0.38% | 2456.00 | | 罗牛山 | 6.01% | 2082.37 | | $$1.4 | 20.01% | 1853.56 | | 三湘印象 | 10.10% | 1746.06 | | 星辰科技 | 0.26% | 1083.27 | | 三美弓 | 5.08% | 855.57 | | 骑士乳业 | 6.42% | 526.53 | | 庄周收场 | 9 990% | 453 97 | 共29只个股出现了机构的身影。 盘后数据显示，12月19日龙虎榜中，共29只个股出 ...

（记者 曾健辉） 每经讯，2025年12月19日，北交所上市公司骑士乳业（920786，收盘价：11.44元）登上龙虎榜，交易方式是连续竞价，披露原 因是当日换手率达到31.13%，成交数量4402.57万股，成交金额5.02亿元。买一席位为机构专用，买入1206.59万元；卖一席位为 国信证券股份有限公司深圳互联网分公司，卖出967.27万元。 | | 2025-12-19骑士乳业(920786) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) | 卖出金额(元) | | ポリ | 机构专用 | 12065872.17 | 6800590.22 | | 买2 | 中国银河证券股份有限公司南宁园湖南路证券营业部 | 9934991.63 | 0 | | 买3 | 财通证券股份有限公司杭州文二西路证券营业部 | 9547912.73 | 0 | | 24 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 8335597.77 | 6181057.31 | | નેરિટ | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 6 ...

Core Viewpoint - The market experienced a rebound with the Shanghai Composite Index rising by 0.36%, the Shenzhen Component Index increasing by 0.66%, and the ChiNext Index up by 0.49%. The trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion, an increase of 704 billion compared to the previous trading day. [1] Market Performance - The market saw rapid rotation of hotspots, with nearly 4,500 stocks rising, although some high-position stocks like Dongbai Group and Pingtan Development faced significant declines towards the end of the trading session. [1] - The Hainan sector surged in the afternoon, with stocks like Hainan Haiyao and Hainan Qiche Group hitting the daily limit. [1][2] - The consumer sector remained strong throughout the day, particularly in retail and dairy, with stocks such as Shanghai Jiubai and Zhuangyuan Pastoral reaching the daily limit. [1][2] Sector Analysis - The Hainan sector is benefiting from the implementation of the Hainan Free Trade Port's full island closure operation, which is expected to attract new industries and increase consumer traffic, providing growth opportunities for businesses in the region. [2] - The consumer sector is supported by recent national policies aimed at expanding domestic demand, which are expected to accelerate the transformation and upgrading of the retail industry. [2] - The smart driving concept stocks saw renewed strength, with companies like Zhejiang Shibao and Luchang Technology hitting the daily limit, following the announcement of the first batch of L3-level conditional autonomous driving vehicle permits by the Ministry of Industry and Information Technology. [3][6] Individual Stock Performance - Over 4,400 stocks closed in the green, with nearly 100 stocks rising over 9%. The consumer sector continued its strong performance, with multiple stocks achieving consecutive limit-ups. [5] - The commercial aerospace sector remained active, with stocks like Xibu Materials and Shenjian Co. also hitting the daily limit, although some popular stocks faced adjustments. [5] Future Market Outlook - The market is expected to face a new round of directional choices, with the Shanghai Composite Index showing relative strength. The focus will be on whether it can maintain its position above the 30-day moving average. [7][8] - Structural opportunities are anticipated, emphasizing the importance of capturing the rotation rhythm among popular themes. [8]

每经AI快讯，12月19日，乳业概念持续走强，欢乐家触及20%涨停创新高，庄园牧场此前涨停，一鸣食 品、燕塘乳业、骑士乳业跟涨。 （文章来源：每日经济新闻） ...