Group 1 - The beverage and dairy sector increased by 0.75% on December 17, with Zhuangyuan Pasture leading the gains [1] - The Shanghai Composite Index closed at 3870.28, up 1.19%, while the Shenzhen Component Index closed at 13224.51, up 2.4% [1] - Zhuangyuan Pasture's stock price rose by 10.05% to 11.28, with a trading volume of 174,000 shares and a transaction value of 191 million yuan [1] Group 2 - The beverage and dairy sector saw a net outflow of 26.73 million yuan from institutional funds, while retail investors experienced a net outflow of 104 million yuan [2] - The stock of Huangshi Group fell by 10.04% to 4.12, with a trading volume of 1.7865 million shares and a transaction value of 765 million yuan [2] - The stock of Beiningmei decreased by 2.22% to 6.17, with a trading volume of 805,400 shares and a transaction value of 498 million yuan [2]

Core Points - The Shanghai Composite Index closed at 3871.44 points, above the six-month moving average, with a gain of 1.22% [1] - The total trading volume of A-shares reached 182.24 billion yuan [1] - A total of 154 A-shares have surpassed the six-month moving average today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks with high deviation rates include Huaguang New Materials (17.35%), Zhuangyuan Pasture (9.47%), and Dingtong Technology (8.11%) [1] - Stocks with smaller deviation rates that just crossed the six-month line include Tunnel Shares, Huadian International, and Qingdao Food [1] Trading Data - The trading performance of selected stocks includes: - Huaguang New Materials: Today's change of 18.34%, turnover rate of 11.80%, six-month line at 47.12 yuan, latest price at 55.30 yuan [1] - Zhuangyuan Pasture: Today's change of 10.05%, turnover rate of 10.17%, six-month line at 10.30 yuan, latest price at 11.28 yuan [1] - Dingtong Technology: Today's change of 11.49%, turnover rate of 7.53%, six-month line at 92.96 yuan, latest price at 100.50 yuan [1] Additional Stock Insights - Other stocks with notable performance include: - Cuiwei Co., with a change of 9.97% and a deviation rate of 7.92% [1] - Weirli, with a change of 6.10% and a deviation rate of 5.87% [1] - Wangzi New Materials, with a change of 9.98% and a deviation rate of 5.67% [1]

Core Viewpoint - The dairy sector in the A-share market has shown strong performance, with multiple stocks experiencing significant gains over four consecutive days [1] Group 1: Stock Performance - Zhuangyuan Pasture reached the daily limit up, indicating strong investor interest [1] - Tianrun Dairy increased by over 5%, reflecting positive market sentiment [1] - Miaokelando rose nearly 5%, contributing to the overall strength of the sector [1] - Knight Dairy, Liziyuan, and Sanyuan Shares all saw increases of over 3%, showcasing broad-based gains across the industry [1]

Group 1 - The Shanghai Composite Index is at 3831.67 points, below the five-day moving average, with a change of 0.18% [1] - The total trading volume of A-shares is 780.22 billion yuan [1] - 322 A-shares have surpassed the five-day moving average today, with notable stocks including Yidong Electronics, Zhuangyuan Pastoral, and Zhongtian Services showing significant deviation rates of 9.35%, 7.84%, and 7.64% respectively [1] Group 2 - The top stocks with the highest deviation rates from the five-day moving average include: - Yidong Electronics (16.58% increase, 9.35% deviation) - Zhuangyuan Pastoral (10.05% increase, 7.84% deviation) - Zhongtian Services (9.98% increase, 7.64% deviation) [1] - Other notable stocks with smaller deviation rates include Shenghong Technology, Keli Co., and Hongxing Development, which have just crossed the five-day moving average [1]

来源：新浪基金∞工作室 12月17日，庄园牧场涨6.63%，截至发稿，报10.93元/股，成交8636.37万元，换手率4.70%，总市值 21.37亿元。 资料显示，兰州庄园牧场股份有限公司位于甘肃省兰州市城关区雁园路601号甘肃省商会大厦B座25-26 层，成立日期2000年4月25日，上市日期2017年10月31日，公司主营业务涉及乳制品和含乳饮料的生 产、加工、销售及奶牛养殖业务。主营业务收入构成为：灭菌乳37.04%，发酵乳24.37%，调制乳 22.21%，巴氏杀菌乳8.20%，生鲜乳4.60%，其他2.77%，含乳饮料0.81%。 中信保诚景气优选混合A（020151）三季度持有股数24.08万股，占基金净值比例为0.42%，位居第六大 重仓股。根据测算，今日浮盈赚取约16.37万元。 从庄园牧场十大流通股东角度 数据显示，中信保诚基金旗下1只基金位居庄园牧场十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数95.24万股，占流通股的比例为0.56%。根据测算，今日 浮盈赚取约64.76万元。 中信保诚多策略混合(LOF)A（165531）成立日期20 ...

分红方面，庄园牧场A股上市后累计派现6469.32万元。近三年，累计派现1219.53万元。 来源：新浪证券-红岸工作室 机构持仓方面，截止2025年9月30日，庄园牧场十大流通股东中，诺安多策略混合A（320016）位居第 六大流通股东，持股144.98万股，相比上期增加35.02万股。中信保诚多策略混合(LOF)A（165531）位 居第八大流通股东，持股95.24万股，为新进股东。 12月17日，庄园牧场盘中下跌2.15%，截至09:35，报10.03元/股，成交930.03万元，换手率0.54%，总市 值19.61亿元。 资金流向方面，主力资金净流出59.71万元，大单买入0.00元，占比0.00%，卖出59.71万元，占比 6.42%。 庄园牧场所属申万行业为：食品饮料-饮料乳品-乳品。所属概念板块包括：乡村振兴、微盘股、小盘、 生态农业、国资改革等。 截至9月30日，庄园牧场股东户数1.81万，较上期减少12.97%；人均流通股9466股，较上期增加 14.91%。2025年1月-9月，庄园牧场实现营业收入6.29亿元，同比减少3.10%；归母净利润-4844.08万 元，同比增长59.08%。 ...

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is experiencing growth in the dairy industry despite challenges such as rising costs and intense market competition, with a focus on expanding into the pet food sector through its new brand "Safiyy" [3]. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and dairy beverages, including pasteurized milk, sterilized milk, and fermented milk, under brands like "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2]. - The company has established itself as a leading dairy producer in Gansu and Qinghai, holding a market share of 20% [2]. 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, showing a year-on-year increase of 59.08% [9]. Market Position and Strategy - The company has adopted a balanced development strategy that emphasizes quality and market development, aiming to create a safe and controllable production and sales system [2]. - As a state-owned enterprise, it is committed to supporting rural revitalization policies and enhancing farmer incomes through various initiatives, including logistics agreements and order-based procurement models [4]. Recent Developments - The company launched a new pet food brand "Safiyy" at the 27th Asia Pet Exhibition, utilizing a unique "milk beef" ingredient to differentiate itself in the pet food market [3].

Core Viewpoint - The Chinese dairy product industry is experiencing a decline in production, with a notable decrease in output for the year 2025, indicating potential challenges for companies in this sector [1] Industry Summary - According to data from the National Bureau of Statistics, the production of dairy products in China for October 2025 was 245,000 tons, representing a year-on-year decrease of 5.7% [1] - From January to October 2025, the cumulative production of dairy products in China reached 2,441.6 million tons, showing a slight decline of 0.9% compared to the previous year [1] - The report by Zhiyan Consulting outlines the operational status and investment prospects of the Chinese dairy product industry from 2026 to 2032, suggesting a need for strategic adjustments in response to the declining production trends [1] Company Summary - Listed companies in the dairy sector include Yili Co., Ltd. (600887), Bright Dairy (600597), San Yuan (600429), New Dairy (002946), Huangshi Group (002329), Yantang Dairy (002732), Zhuangyuan Pasture (002910), and Pinwo Foods (300892) [1]

来源：新浪证券-红岸工作室 资料显示，兰州庄园牧场股份有限公司位于甘肃省兰州市城关区雁园路601号甘肃省商会大厦B座25-26 层，成立日期2000年4月25日，上市日期2017年10月31日，公司主营业务涉及乳制品和含乳饮料的生 产、加工、销售及奶牛养殖业务。主营业务收入构成为：灭菌乳37.04%，发酵乳24.37%，调制乳 22.21%，巴氏杀菌乳8.20%，生鲜乳4.60%，其他2.77%，含乳饮料0.81%。 庄园牧场所属申万行业为：食品饮料-饮料乳品-乳品。所属概念板块包括：微盘股、生态农业、乡村振 兴、小盘、国资改革等。 截至9月30日，庄园牧场股东户数1.81万，较上期减少12.97%；人均流通股9466股，较上期增加 14.91%。2025年1月-9月，庄园牧场实现营业收入6.29亿元，同比减少3.10%；归母净利润-4844.08万 元，同比增长59.08%。 分红方面，庄园牧场A股上市后累计派现6469.32万元。近三年，累计派现1219.53万元。 机构持仓方面，截止2025年9月30日，庄园牧场十大流通股东中，诺安多策略混合A（320016）位居第 六大流通股东，持股144.98万股， ...

（编辑 丛可心） 证券日报网讯 12月10日晚间，庄园牧场公告称，持股5%以上股东、董事马红富拟于2026年1月6日至4 月3日通过集中竞价及大宗交易方式合计减持不超过580.7万股，占公司总股本3.00%。 ...