Group 1 - As of July 29, 2025, the stock price of Zhuangyuan Dairy is reported at 10.20 yuan, down 1.26% from the previous trading day [1] - The stock experienced significant volatility during the day, with a high of 11.00 yuan and a low of 10.08 yuan, resulting in an amplitude of 8.91% [1] - The total trading volume for the day was 268,348 hands, with a transaction amount of 280 million yuan [1] Group 2 - Zhuangyuan Dairy primarily engages in the production and sales of dairy products, including liquid milk and yogurt [1] - The company is registered in Gansu Province and operates within the food and beverage industry [1] - On July 29, the stock showed rapid fluctuations, with a decline of over 2% within 5 minutes around 9:35 AM, followed by a rebound of over 2% within 5 minutes around 9:41 AM [1] Group 3 - The net outflow of main funds for the stock on that day was 18.08 million yuan, accounting for 1.04% of the circulating market value [1] - The current price-to-earnings ratio (P/E) for the stock is -19.21, while the price-to-book ratio (P/B) is 1.87 [1]

通过天眼查大数据分析，兰州庄园牧场股份有限公司共对外投资了13家企业，参与招投标项目286次， 知识产权方面有商标信息110条，专利信息39条，此外企业还拥有行政许可25个。 来源：金融界 庄园牧场最新一期业绩显示，截至2025一季报，公司营业总收入2.10亿元、同比减少6.61%，归属净利 润2595.08万元，同比增长41.85%，扣非净利润2773.86万元，同比增长37.62%，流动比率0.537、速动比 率0.335、资产负债率55.16%。 天眼查商业履历信息显示，兰州庄园牧场股份有限公司，成立于2000年，位于兰州市，是一家以从事畜 牧业为主的企业。企业注册资本19553.9347万人民币，实缴资本10102.38万人民币。公司法定代表人为 杨毅。 金融界消息 截至2025年7月29日收盘，庄园牧场（002910）报收于10.2元，下跌1.26%，换手率 15.69%，成交量26.83万手，成交金额2.80亿元。 资金流向方面，今日主力资金净流出1808.22万元，占比成交额6.46%。其中，超大单净流出985.93万 元、占成交额3.52%，大单净流出822.29万元、占成交额2.94%，中单 ...

Market Overview - The beverage and dairy sector experienced a decline of 0.67% on July 29, with Tianrun Dairy leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Sunshine Dairy (001318) saw a significant increase of 9.98%, closing at 14.99 with a trading volume of 336,600 shares and a turnover of 498 million yuan [1] - Knight Dairy (832786) rose by 5.05%, closing at 11.64 with a trading volume of 568,400 shares and a turnover of 715 million yuan [1] - Other notable performers included BeiYinMei (002570) with a 3.54% increase, closing at 6.72, and Huangshi Group (002329) with a 2.07% increase, closing at 3.94 [1] Capital Flow - The beverage and dairy sector saw a net outflow of 736 million yuan from institutional investors, while retail investors contributed a net inflow of 653 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors remained active [2] Individual Stock Capital Flow - Sunshine Dairy (001318) experienced a net inflow of 1.09 billion yuan from institutional investors, but a net outflow of 68.84 million yuan from speculative funds [3] - Dongpeng Beverage (605499) had a net inflow of 32.08 million yuan from institutional investors, while experiencing a net outflow of 40.64 million yuan from speculative funds [3] - Light Industry (600597) saw a net inflow of 17.12 million yuan from institutional investors, with a net outflow of 8.03 million yuan from speculative funds [3]

证券代码：002910 证券简称：庄园牧场 公告编号：2025-039 兰州庄园牧场股份有限公司关于 董事、总经理辞职暨选举职工董事的公告 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。 一、关于董事、总经理辞职情况 兰州庄园牧场股份有限公司（以下简称"公司"）董事会于2025年7月25日 收到公司董事、总经理马铁民先生提交的书面辞呈。马铁民先生因个人原因，申 请辞去公司第五届董事会董事及总经理职务；辞职后，不再担任公司及子公司任 何职务。马铁民先生所负责的工作已顺利完成交接，其辞职不会影响公司相关工 作的正常开展。根据《公司法》《深圳证券交易所股票上市规则》《深圳证券交 易所上市公司自律监管指引第1号—主板上市公司规范运作》和《公司章程》等 相关规定，马铁民先生的辞职未导致公司董事会成员人数低于法定最低人数，其 辞职报告自送达董事会之日起生效。 截至本公告披露日，马铁民先生未持有公司股份，也不存在应当履行而未履 行的承诺事项。 在聘任新的总经理之前，总经理职责由公司董事长杨毅先生代为履行。按照 公司董事会专门委员会议事规则的相关规定，马铁民先生不再担任第五届 ...

Group 1 - The dairy sector has experienced a short-term surge, with Yantang Dairy (002732) hitting the daily limit up [1] - Other companies such as Zhuangyuan Pasture (002910), Western Pastoral (300106), Knight Dairy, Panda Dairy (300898), and Pinwo Food (300892) have also seen significant increases in their stock prices [1] - There is a notable influx of dark pool funds into these stocks, indicating strong investor interest [1]

Group 1 - The beverage manufacturing sector in A-shares is experiencing a volatile correction, with significant declines in stock prices [1] - Huangshi Group has seen a nearly 7% drop, while Zhuangyuan Dairy has fallen over 5.5% [1] - Other companies such as New Dairy, Knight Dairy, Beingmate, and *ST Yedao have also experienced declines [1]

Group 1: Stock Performance - Zhejiang Zhenyuan and Asia-Pacific Pharmaceutical both achieved a 2-day limit-up with increases of 10.01% and 9.98% respectively, driven by innovation in pharmaceuticals [2] - Chengdu XianDao saw a first board listing with a significant rise of 20.02%, attributed to innovative drug developments [2] - TaiJing Technology and YanHua Intelligent both recorded first board listings with increases of 9.97% and 9.94%, linked to Huawei's influence in robotics [5] Group 2: AI and Robotics - Nvidia's CEO suggested that Huawei's AI chips could potentially replace Nvidia's offerings, indicating a competitive shift in the AI chip market [4] - The domestic robotics industry is gaining traction with significant orders being awarded, highlighting its importance in national competition [7] Group 3: Market Trends - The light communication sector is expected to see sustained growth due to high demand in both domestic and international markets, with performance likely to continue improving [13] - The low-altitude economy is gaining attention, with a notable $1 billion procurement agreement signed for eVTOL aircraft, indicating growth potential in this sector [17] Group 4: Consumer and Retail - The Chinese government is implementing measures to boost consumer spending, which is expected to positively impact the retail sector [21] - Companies like Guoguang Chain and Hanshang Group have seen first board listings with increases of 9.98% and 9.97%, reflecting the positive sentiment in the retail market [23] Group 5: Solar and Food & Beverage - The price of polysilicon has increased by 12.4% week-on-week, indicating a rising trend in the solar industry [24] - The food and beverage sector is also benefiting from government initiatives aimed at enhancing consumer demand, with companies like Huangshi Group seeing a 10.10% increase [26]

Summary of Key Points Core Viewpoint - The company has approved a guarantee for its wholly-owned subsidiary, Gansu Ruijia Animal Husbandry Co., Ltd., for a loan not exceeding RMB 30 million, which is a strategic move to support its subsidiary's financial needs [1][2]. Group 1: Guarantee Overview - The company held a board meeting on June 20, 2025, where it approved the provision of a guarantee for Gansu Ruijia Animal Husbandry Co., Ltd. for a loan amounting to a maximum of RMB 30 million [1]. - A guarantee contract was signed with Industrial Bank Co., Ltd. Lanzhou Branch, stipulating a maximum principal guarantee of RMB 30 million for the debts incurred by Ruijia Animal Husbandry [1][2]. Group 2: Subsidiary Information - Gansu Ruijia Animal Husbandry Co., Ltd. is involved in the procurement and sales of milk, processing and sales of dairy products, and other agricultural activities, with the company holding 100% equity in Ruijia Animal Husbandry [2]. Group 3: Financial Data - As of March 31, 2025, the total assets of the company were RMB 74,960.44 million, with total liabilities of RMB 16,738.71 million, including bank loans of RMB 11,000 million [3]. - The company reported a net asset value of RMB 58,221.74 million and an asset-liability ratio of 22.33% [3]. Group 4: Guarantee Contract Details - The guarantee period for each financing will be calculated based on the debt fulfillment period, lasting three years from the maturity date of each financing [4]. - The company has no overdue guarantees or violations, and the total amount of guarantees provided to subsidiaries remains below RMB 200 million, which is within 30% of the company's latest audited net assets [4].

证券代码：002910 证券简称：庄园牧场 公告编号：2025-038 兰州庄园牧场股份有限公司 关于担保事项的进展公告 2.住所：甘肃省金昌市金川区双湾镇金阿铁路西侧 3.法定代表人：吕生辉 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。 一、担保情况概述 兰州庄园牧场股份有限公司（以下简称"公司"）于 2025 年 6 月 20 日召 开第五届董事会第八次临时会议，审议通过了《关于对全资子公司和全资孙公 司提供担保的议案》。同意公司为全资孙公司甘肃瑞嘉牧业有限公司（以下简 称"瑞嘉牧业"）的贷款事项提供不超过人民币 3,000 万元的连带责任保证。 具体内容详见公司于 2025 年 6 月 21 日在《证券时报》《证券日报》《中国证 券报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn）的《兰州庄园牧场 股份有限公司关于对全资子公司和全资孙公司提供担保的公告》（公告编号： 2025-033）。 二、担保进展情况 近日，公司与兴业银行股份有限公司兰州分行签订了《最高额保证合同》 （合同编号：兴银兰(额保)2025第0089号）,约定公司为瑞嘉 ...

Group 1 - The company expects a net loss of 26 million to 34 million yuan for the first half of 2025, a significant improvement compared to a loss of 87.83 million yuan in the same period last year [2] - The overall gross margin of the company has improved year-on-year, providing core support for loss reduction through cost control and efficiency enhancement measures [2] - The company has established a fully digital and intelligent management system across the entire supply chain, ensuring traceability from source to end [2] Group 2 - Since entering the Hong Kong market in 2024, the company has received six consecutive repurchase orders, with a cumulative supply of nearly 100 tons [3] - The company successfully obtained certification from Southeast Asian food and drug authorities, allowing it to enter the Southeast Asian market, with the first shipment of 100 tons of pure milk sent in May [3]