| 600936 | 广西广电 | 4.30 | 6.76 | 2371.18 | 10196.07 | 传媒 | | --- | --- | --- | --- | --- | --- | --- | | 000566 | 海南海药 | 7.24 | 11.37 | 1408.12 | 10194.79 | 医药生物 | | 000639 | 西王食品 | 3.62 | 9.51 | 2733.39 | 9894.87 | 食品饮料 | | 002264 | 新华都 | 9.32 | 11.85 | 954.13 | 8892.49 | 传媒 | | 000417 | 合百集团 | 8.33 | 12.49 | 1018.83 | 8486.86 | 商贸零售 | | 002105 | 信隆健康 | 7.77 | 11.86 | 1080.45 | 8395.08 | 汽车 | | 002501 | 利源股份 | 2.39 | 5.22 | 3204.88 | 7659.66 | 有色金属 | | 600468 | 百利电气 | 7.14 | 6.14 | 1069.54 | 7636.52 | 电力设备 ...

证券代码：002910 证券简称：庄园牧场 公告编号：2025-066 兰州庄园牧场股份有限公司 关于全资子公司政策性搬迁的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、政策性搬迁情况概述 为深入推进中央环境保护督察组督察反馈整改意见，控制畜禽养殖污染，保 护生态环境，兰州庄园牧场股份有限公司（以下简称"公司"）全资子公司宁夏 庄园牧场有限公司（以下称"宁夏庄园"）收到吴忠市利通区人民政府发布的《关 于畜禽禁养区养殖场关闭搬迁的通告》和《利通区进一步做好畜禽禁养区养殖场 （小区）关闭或搬迁工作的实施方案》，宁夏庄园所在的金银滩奶牛核心养殖区 已划入畜禽养殖禁养区，被纳入关闭搬迁范围。 公司于 2018 年 4 月 25 日在指定信息披露媒体《中国证券报》《上海证券报》 《证券日报》《证券时报》及巨潮资讯网（http://www.cninfo.com.cn）就上述 政策性搬迁相关事项刊登了《兰州庄园牧场股份有限公司关于全资子公司收到政 策性搬迁通知的提示性公告》（公告编号：2018-040）。 为顾全中央环境保护督察组督察反馈整改意见，尊重吴忠市 ...

（文章来源：证券日报） 证券日报网讯 12月18日晚间，庄园牧场发布公告称，公司股票交易价格连续两个交易日（2025年12月 17日、12月18日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经核查，公司前期披露 信息无需更正补充，未发现未公开重大信息，经营情况正常，控股股东及实际控制人在异常波动期间未 买卖公司股票。 ...

Core Viewpoint - The stock market showed a rebound with the Shanghai Composite Index rising by 0.36%, while the Shenzhen Component and ChiNext Index increased by 0.66% and 0.49% respectively, indicating a positive market sentiment despite fluctuations [1][2]. Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, an increase of 704 billion yuan compared to the previous trading day [7]. - Nearly 4,500 stocks in the market experienced gains, reflecting broad market participation [2][5]. Sector Performance - The Hainan, dairy, and retail sectors led the gains, with notable stocks such as Hainan Haiyao and Hainan Airlines hitting the daily limit [2][3]. - The commercial aerospace concept continued to perform strongly, with companies like Huati Technology and Western Materials achieving consecutive gains [2]. - In contrast, the storage chip sector faced significant declines, with stocks like Shen Gong and Demingli experiencing substantial drops [2][3]. Market Sentiment - The market heat index was recorded at 75, indicating a relatively high level of market activity and investor interest [6]. - The limit-up rate was 75%, with 82 stocks hitting the daily limit, suggesting strong bullish sentiment among investors [9].

Market Overview - The Shanghai Composite Index experienced a rebound, while the ChiNext Index saw a peak before retreating, previously rising over 1.5% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, an increase of 704 billion yuan compared to the previous trading day [1] - Nearly 4,500 stocks in the market saw gains, indicating a broad-based rally [1] Sector Performance - The Hainan sector surged in the afternoon, with Hainan Haiyao (000566) and Hainan Airlines Group (603069) both hitting the daily limit [1] - The consumer sector showed strength throughout the day, particularly in retail and dairy, with stocks like Shanghai Jiubai (600838) and Zhuangyuan Pasture (002910) also reaching the daily limit [1] - The commercial aerospace concept continued to perform well, with Huati Technology (603679) and Western Materials (002149) achieving two consecutive limits [1] - The intelligent driving concept gained momentum, with Zhejiang Shibao (002703) achieving four consecutive limits and Luchang Technology (002813) hitting two limits in four days [1] - The controllable nuclear fusion concept showed strong performance, with Wangzi New Materials (002735) achieving two limits in three days [1] Declining Sectors - The storage chip sector faced a collective decline, with Shen Gong Co. and Demingli (001309) experiencing significant drops [1] - The sectors with the highest gains included Hainan, dairy, and retail, while precious metals and semiconductors saw the largest declines [1] Closing Summary - At the close, the Shanghai Composite Index rose by 0.36%, the Shenzhen Component Index increased by 0.66%, and the ChiNext Index gained 0.49% [1]

Core Viewpoint - The consumer sector in A-shares is experiencing a significant rally, driven by favorable policies and market sentiment, with over 10 stocks hitting the daily limit up on December 19 [1][2]. Policy Support - The Ministry of Commerce and the Ministry of Finance have initiated a pilot program for new consumption formats in 50 cities, aiming to stimulate consumption and enhance the supply of quality goods and services [2][3]. - The central economic work conference emphasized the importance of expanding domestic demand and implementing actions to boost consumption, indicating a strong policy support for the consumer sector through 2026 [4]. Investment Trends - Analysts predict that the new consumption sector will gain attention, with a focus on sustainable business models and profitability as key investment criteria [5]. - The consumer market is expected to benefit from policy support and economic recovery, with specific sectors like e-commerce, service consumption, and new retail being highlighted as potential investment opportunities [6]. Future Outlook - The consumer sector is projected to evolve towards health-oriented products, practical consumption, and emotional spending, with a focus on smart and overseas consumption [5]. - The food and beverage sector is identified as a core investment theme for 2025, with a long-term outlook extending into 2026, particularly in the area of health-focused food products [6].

Group 1 - The dairy industry concept continues to strengthen, with companies like Huanlejia hitting a 20% limit up and reaching a new high [2] - Zhuangyuan Pasture previously reached a limit up, indicating strong market performance [2] - Other companies such as Yiming Food, Yantang Dairy, and Knight Dairy also experienced upward movement in their stock prices [2]

Group 1 - The core viewpoint of the article highlights the strong performance of dairy stocks in the A-share market, with notable increases in share prices for several companies [1] Group 2 - Knight Dairy experienced a rise of over 14% in its stock price [1] - Zhuangyuan Pasture reached a limit-up, marking its third consecutive trading day of gains [1] - Other companies such as Pinwo Foods and Western Pastoral also saw stock price increases of over 5%, while Hairong Technology, Yiming Foods, and New Dairy rose by over 4% [1]

Market Overview - The A-share market experienced an overall upward trend on December 19, with major indices showing varying degrees of increase. The Shanghai Composite Index closed at 3899.31 points, up 0.59%, briefly surpassing 3900 points during the session [1] - Other major indices also saw gains, with the Shenzhen Component Index rising by 0.93%, the ChiNext Index increasing by 0.99%, and the STAR 50 Index up by 0.69% [1] Sector Performance - The retail sector saw significant gains, with the sector's index rising nearly 4% at one point during the trading session. This led to a surge in individual stock performances within the sector [1] - Notable stocks that hit the daily limit include Debi Group (300947), Central Plaza (600280), Shanghai Jiubai (600838), Dalian Friendship (000679), and Dongbai Group (600693) [1] - Other retail stocks such as Baida Group (600865) and Yonghui Supermarket (601933) also performed well, increasing by 9.25% and 8.20% respectively [1] Consumer Concepts - The duty-free, dairy, and new retail sectors also saw substantial increases, with several stocks rising over 10%. Stocks such as Chuangyuan Co. (300703), Huanlejia (300997), and Xinnuo Wei (300765) were among those that performed exceptionally well [1] - Additional stocks that reached their daily limit include Xiwang Food (000639), Hongmian Co. (000523), Zhuangyuan Pasture (002910), Tianchuang Fashion (603608), Xinhua Du (002264), and Jiumuwang (601566) [1] - Other notable performers included Haikong Group (603069), China Duty Free Group (601888), and Knight Dairy, which all saw increases exceeding 7% [1]

转自：智通财经 【午评：创业板指、深成指均涨近1% 大消费板块集体爆发】智通财经12月19日电，市场早盘震荡走 强，沪指高开高走，创业板指一度涨超1.5%。沪深两市半日成交额1.09万亿，较上个交易日放量421 亿。盘面上热点快速轮动，全市场近4700只个股上涨。从板块来看，大消费板块持续拉升，零售、乳业 方向领涨，中央商场、上海九百、庄园牧场等多股涨停。智能驾驶概念走强，浙江世宝4连板。路畅科 技4天2板。商业航天概念反复活跃，华体科技2连板。可控核聚变概念开盘表现强势，王子新材3天2 板。下跌方面，影视院线概念走弱，博纳影业大跌。板块方面，零售、核电、乳业等板块涨幅居前，贵 金属、影视院线等板块跌幅居前。截至收盘，沪指涨0.59%，深成指涨0.93%，创业板指涨0.99%。 ...