来源：新浪证券-红岸工作室 2月26日，庄园牧场跌1.48%，成交额6969.13万元，换手率3.38%，总市值23.43亿元。 异动分析 乳业+网红经济+生态农业+国企改革+乡村振兴 1、兰州庄园牧场股份有限公司主要从事乳制品和含乳饮料的生产、加工、销售及奶牛养殖业务，产品 包括以荷斯坦牛奶为主要原料的巴氏杀菌乳、灭菌乳、调制乳、发酵乳、含乳饮料等各类液态乳制品， 分别主要拥有"庄园牧场"、"圣湖"、"东方多鲜庄园"三个乳品品牌。 2、2024年半年报：公司实施了一系列整合营销策略， 通过"天水—敦煌"旅游路线， 将新品与河西走廊 大 IP 结合， 借助河西走廊及天水热度， 促进市场拓展与终端销售。 线上开发甘肃特产店，推动低温 产品销售， 通过 KOL 视频与直播带货广泛推广。 线下拓展了天水、 兰州等城市主题驿站和旅游特产 渠道， 优化品牌自助机形象与传播， 提升品牌知名度。 依托甘肃文旅热度， 通过抖音、 小红书等平 台的 KOL 与大 V 传播， "老兰州"系列产品提高了品牌知名度和产品搜索量。 区间今日近3日近5日近10日近20日主力净流入-323.77万-1712.32万-2792.77万-62 ...

来源：新浪证券-红岸工作室 2月25日，庄园牧场跌0.73%，成交额8300.18万元，换手率3.96%，总市值23.78亿元。 异动分析 乳业+网红经济+生态农业+国企改革+乡村振兴 5、据2023年4月13日互动易回复：庄园牧场作为国家级农业产业化龙头企业，一如既往地积极响应国家 关于实现乡村振兴的政策，坚定不移地支持全面推进乡村振兴的各项工作。公司在确保稳健经营的基础 上，通过产业链带动方式践行乡村振兴工作，主要包括与公司驻地合作社签订物流配送协议支付物流运 输款带动农户增收；与公司自有牧场驻地周边乡镇以"公司+基地+农户"的订单收购模式收购全株玉米 带动农户增收；通过租赁自有牧场驻地农户土地的方式以及通过吸纳驻地农户就业等方式带动农户增 收。 1、兰州庄园牧场股份有限公司主要从事乳制品和含乳饮料的生产、加工、销售及奶牛养殖业务，产品 包括以荷斯坦牛奶为主要原料的巴氏杀菌乳、灭菌乳、调制乳、发酵乳、含乳饮料等各类液态乳制品， 分别主要拥有"庄园牧场"、"圣湖"、"东方多鲜庄园"三个乳品品牌。 2、2024年半年报：公司实施了一系列整合营销策略， 通过"天水—敦煌"旅游路线， 将新品与河西走廊 大 IP ...

Core Viewpoint - The dairy industry in the A-share market has shown strong resilience with nearly 90% of the 19 major dairy companies experiencing stock price increases, reflecting a robust recovery in consumer demand [1] Group 1: Performance Overview - 17 out of 19 major dairy companies in the A-share market recorded stock price increases, indicating a significant upward trend in the sector [1] - Leading the gains are regional boutique dairy companies and segment leaders, with Zhuangyuan Pasture (002910) achieving a remarkable 63.46% increase, followed by Knight Dairy (920786) at 50.83% and Beingmate (002570) at 48.65% [1][2] Group 2: Industry Leaders - Industry giants Yili (600887) and Mengniu (02319.HK) continue to serve as the "industry ballast," maintaining stable performance amidst a complex market environment [2] - Yili has shown positive growth and remains a preferred choice for investors due to its solid dividend capacity and fundamental stability, while Mengniu has strengthened its global position through ongoing brand upgrades and international expansion [2] Group 3: Divergence in Performance - Despite the overall positive trend, there are exceptions with Bright Dairy (600597) and Jiahe Foods (605300) experiencing declines of 1.54% and 8.79% respectively, attributed to intense competition and cost pressures [3] - Upstream companies like Modern Dairy (01117.HK) are facing challenges due to prolonged low raw milk prices, which have severely compressed profit margins [3] - The dairy sector is transitioning from "volume growth" to "quality transformation," with leading companies and regional dark horses contributing to the industry's prosperity, despite some facing short-term challenges [3]

Group 1 - The company,庄园牧场, responded to investor inquiries on an interactive platform, indicating that the specific details of projects will be based on the announcements disclosed by the company [2]

证券日报网讯2月11日，庄园牧场（002910）在互动平台回答投资者提问时表示，公司管理层与各位投 资者一样，始终希望公司有良好的业绩并为此持续努力。公司未来将积极采取多种措施提升经营效率， 探索新业务增长点，确保公司业务健康快速发展，以期尽早实现扭亏为盈。 ...

Core Viewpoint - The article discusses the performance and strategic initiatives of Lanzhou Zhuangyuan Pasture Co., Ltd., highlighting its market position, product offerings, and efforts in rural revitalization. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. is primarily engaged in the production, processing, and sales of dairy products and milk beverages, with a focus on various liquid dairy products under brands such as "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2][9]. - The company was established on April 25, 2000, and went public on October 31, 2017 [9]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 629 million yuan, a year-on-year decrease of 3.10%, while the net profit attributable to shareholders was -48.44 million yuan, an increase of 59.08% year-on-year [9]. - The company's main revenue sources include sterilized milk (37.04%), fermented milk (24.37%), and other dairy products [9]. Market Position - Zhuangyuan Pasture has established itself as a leading dairy product company in Gansu and Qinghai, with a market share of 20% [3]. - The company has implemented a balanced development strategy that aligns market development with supply capacity, focusing on quality management to meet safety and freshness standards [3]. Strategic Initiatives - The company has adopted integrated marketing strategies, leveraging tourism routes and online platforms to promote new products and enhance brand visibility [2]. - It actively participates in rural revitalization efforts by collaborating with local cooperatives and employing local farmers, thereby increasing their income [4]. Shareholder Information - As of September 30, 2025, the company had 18,100 shareholders, with a decrease of 12.97% from the previous period [9]. - Notable institutional shareholders include Noan Multi-Strategy Mixed A and CITIC Prudential Multi-Strategy Mixed A, with increases in their holdings [10].

Group 1 - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., has received notification from its wholly-owned subsidiary, Qinghai Shengyuan Pasture Co., Ltd., regarding a business name change and related registration procedures [1] - The new name of the subsidiary is Safey (Qinghai) Agricultural and Animal Husbandry Technology Co., Ltd., with a registered capital of 30 million yuan [1] - The subsidiary was established on July 15, 2010, and is located in Huanyuan County, Xining City, Qinghai Province, with a business scope that includes edible mushroom seed production and pet food production [1] Group 2 - The company has obtained a new business license from the Market Supervision Administration of Huanyuan County [1][2] - The legal representative of the subsidiary is Mo Yanqing [1] - The company is engaged in both licensed and general projects related to edible mushrooms and pet food [1]

证券代码：002910 证券简称：庄园牧场 公告编号：2026-013 统一社会信用代码：916301236985270227 类 型：有限责任公司(自然人投资或控股的法人独资) 法定代表人：莫彦卿 注册资本：叁仟万元整 兰州庄园牧场股份有限公司 关于全资子公司完成工商变更登记 并取得营业执照的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 兰州庄园牧场股份有限公司于近日收到全资子公司青海圣源牧场有限公司 通知，因业务发展需要，对其名称等进行了工商变更登记手续，并取得湟源县 市场监督管理局换发的《营业执照》。具体信息如下： | 变更项目 | 变更前 | 变更后 | | --- | --- | --- | | 公司名称 | 青海圣源牧场有限公司 | 萨费(青海)农牧科技有限公司 | | 法定代表人 | 仲生军 | 莫彦卿 许可项目:食用菌菌种生产；食用菌菌 | | | 奶牛养殖、繁育、销售；鲜奶销 | 种经营；食用菌菌种质量检验；宠物 饲料(宠物食品)生产(依法须经批准的 项目，经相关部门批准后方可开展经 | | | 售(上述范围依法须经批准的项 | 营活 ...

Core Viewpoint - The company, Lanzhou Manor Pasture Co., Ltd., is actively expanding its market presence through innovative marketing strategies and product offerings, while also contributing to rural revitalization efforts in China [2][4]. Group 1: Company Overview - Lanzhou Manor Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and dairy beverages, with key brands including "Manor Pasture," "Holy Lake," and "Oriental Fresh Manor" [2][3]. - The company has a market share of 20% in the dairy product sector in Gansu and Qinghai provinces, positioning itself as a leading enterprise in the region [3]. Group 2: Marketing and Sales Strategies - The company has implemented a series of integrated marketing strategies, including leveraging tourism routes to promote new products and enhance market expansion [2]. - Online sales initiatives include the development of a Gansu specialty store and the use of KOL videos and live streaming to promote low-temperature products [2]. - Offline efforts involve establishing themed stations and specialty channels in cities like Tianshui and Lanzhou to optimize brand visibility [2]. Group 3: Financial Performance - For the period from January to September 2025, the company reported a revenue of 629 million yuan, a year-on-year decrease of 3.10%, while the net profit attributable to shareholders was -48.44 million yuan, reflecting a year-on-year increase of 59.08% [9]. - The company's main revenue sources include sterilized milk (37.04%), fermented milk (24.37%), and other dairy products [9]. Group 4: Corporate Governance and Social Responsibility - The company is a state-owned enterprise, ultimately controlled by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. - As a national-level agricultural industrialization leading enterprise, the company actively supports rural revitalization policies and engages in initiatives that enhance farmers' income through various cooperative agreements [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002910 证券简称：庄园牧场 公告编号：2026-012 2026年2月3日，公司收到马红富先生出具的《告知函》，马红富先生于2026年2月2日，以大宗交易方式 减持公司股份457,500股，占公司总股本的0.23%，持股比例从15.00%减少至14.77%，权益变动后的持股 比例触及1%的整数倍。具体内容详见公司于2026年2月4日在《证券时报》《证券日报》《上海证券 报》《中国证券报》及巨潮资讯网（http://www.cninfo.com.cn）上刊登的《兰州庄园牧场股份有限公司 关于持股5%以上股东、董事减持股份触及1%整数倍的公告》（公告编号：2026-010）。 2026年2月5日，公司收到马红富先生出具的《告知函》，马红富先生于2026年2月3日至2月4日，以大宗 交易方式减持公司股份1,930,000股，占公司总股本的0.99%，持股比例从14.77%减少至13.78%，权益变 动后的持股比例触及1%的整数倍。具体内容详见公司于2026年2月6日在《证券时报》《证券日报》 《上海证券报》《中国证券报》及巨潮资讯网（http://w ...