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]

Core Viewpoint - The company announced the approval of a proposal to provide guarantees for its subsidiary during the 29th meeting of the sixth board of directors [2] Group 1 - The announcement was made on December 23 [2] - The board meeting focused on the proposal regarding guarantees for the subsidiary [2]

Core Viewpoint - Knight Dairy, listed on the Beijing Stock Exchange, experienced significant trading activity on December 23, 2025, with a turnover rate of 25.79% and a transaction volume of 36.48 million shares, amounting to 437 million yuan [1]. Group 1: Trading Activity - Knight Dairy's closing price was 11.11 yuan on the trading day in question [1]. - The total transaction amount reached 437 million yuan, indicating robust market interest [1]. - The top buying seat was from Dongfang Caifu Securities, which purchased approximately 7.02 million yuan worth of shares [2]. Group 2: Buy and Sell Details - The selling seat was an institutional account that sold shares worth approximately 8.52 million yuan [2]. - Multiple buying and selling seats were recorded, with Dongfang Caifu Securities having several branches involved in both buying and selling activities [2]. - The highest selling amount recorded was from a financial street securities office, which sold shares worth approximately 8.34 million yuan [2].

Core Viewpoint - The company plans to provide a loan to its subsidiary to ensure the smooth payment of pending amounts related to its fundraising projects [1] Group 1: Loan Details - The board meeting is scheduled for December 22, 2025, to approve the proposal for the loan [1] - The loan amount will not exceed 40.3085 million yuan, with an annual interest rate of 4.5% [1] - The funds will be sourced from the remaining amounts reserved after the completion of the "Knight Dairy Cattle Breeding Project" [1] Group 2: Purpose of the Loan - The loan is specifically designated for paying pending amounts that arise during the final accounting of the fundraising projects [1] - The funds are restricted and cannot be used for any other purposes [1]

Group 1 - The dairy sector opened high, with Li Gao Foods rising over 8%, and other companies like Knight Dairy, Huangshi Group, Zhuangyuan Pasture, and Miaokelan also experiencing gains [1] - The Ministry of Commerce has implemented temporary anti-subsidy measures on imported dairy products originating from the European Union [1]

Group 1 - On December 19, a total of 29 stocks were involved with institutional investors, with 16 showing net buying and 13 showing net selling [1] - The top three stocks with the highest net buying by institutions were Zhejiang Shibao, Aerospace Intelligent Manufacturing, and Shanzi Gaoke, with net buying amounts of 121 million, 90.62 million, and 58.12 million respectively [1] - The top three stocks with the highest net selling by institutions were Tongyu Communication, Huangshi Group, and Suli Co., with net selling amounts of 93.20 million, 65.79 million, and 57.84 million respectively [1] Group 2 - Zhejiang Shibao had a price increase of 9.99% with a net institutional buying of 120.71 million [2] - Aerospace Intelligent Manufacturing saw a price increase of 16.30% with a net institutional buying of 90.62 million [2] - Shanzi Gaoke experienced a price increase of 9.93% with a net institutional buying of 58.12 million [2] Group 3 - The stock with the highest net selling was Tongyu Communication, which had a price decrease of 0.89% and a net institutional selling of 93.20 million [3] - Huangshi Group had a price increase of 1.10% but still faced a net institutional selling of 65.79 million [3] - Suli Co. had a price increase of 10.02% with a net institutional selling of 57.84 million [3]

Group 1 - Knight Dairy (920786) was listed on the Longhu list on December 19, 2025, due to a turnover rate of 31.13% and a trading volume of 44.0257 million shares, with a transaction amount of 502 million yuan [1][2] - The top buying seat was an institutional account, purchasing 12.0659 million yuan worth of shares, while the top selling seat was Guosen Securities Co., Ltd., Shenzhen Internet Branch, selling 9.6727 million yuan [1][2] - The trading activity indicates significant interest from institutional investors, as evidenced by the substantial buying amounts from various securities firms [2]

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） ...