Market Overview - On September 18, the beverage and dairy sector declined by 0.98%, with Jiahua Food leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Key stocks in the beverage and dairy sector showed the following closing prices and percentage changes: - Jiahua Food: 13.02, -5.58% - New Dairy: 17.21, -3.10% - Meibu Technology: 25.97, -3.06% - Huangshi Group: 3.82, -2.80% - Junyao Health: 7.98, -2.56% - Western Pastoral: 11.41, -2.48% - Zhuangyuan Pasture: 9.69, -2.42% - Tianrun Dairy: 10.10, -2.32% - Pinwu Food: 36.86, -2.12% - Sanyuan Co.: 4.76, -2.06% [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 1.57 billion yuan from institutional investors, while retail investors saw a net inflow of 2.35 billion yuan [1] - Detailed capital flow for selected stocks includes: - Yili Co.: 36.15 million net inflow from institutions, -51.29 million from retail - Huanlejia: 16.11 million net inflow from institutions, -8.34 million from retail - Yangyuan Beverage: 6.44 million net inflow from institutions, -7.84 million from retail - Tianrun Dairy: 5.37 million net inflow from institutions, -0.28 million from retail - Bright Dairy: 3.31 million net inflow from institutions, 2.98 million from retail [2]

Group 1 - Recent personnel changes occurred at Zhuangyuan Pasture (002910.SZ), with non-independent director Wei Hongbing resigning from the fifth board of directors due to work adjustments, effective immediately upon delivery of the resignation report to the board [2] - Wei Hongbing will continue to serve as the company's deputy general manager and chief financial officer after his resignation and does not hold any shares in Zhuangyuan Pasture [2] - The resignation will not affect the normal operations of the company [2] Group 2 - To ensure the standardized operation of the board, the second largest shareholder, Ma Hongfu, recommended Ma Gang as a candidate for the non-independent director of the fifth board [4] - Ma Gang has a history with Zhuangyuan Pasture, having served as procurement manager and production director, and currently is the general manager of Lanzhou Zhuangyuan Dairy Co., Ltd [4] - Ma Gang is related to the second largest shareholder, Ma Hongfu, as they are uncle and nephew, but has no other connections with the controlling shareholder or other shareholders holding more than 5% [4] Group 3 - Zhuangyuan Pasture appointed Mo Yanqing as the new general manager, recommended by the controlling shareholder Gansu Provincial Agricultural Reclamation Group Co., Ltd, who has extensive administrative management experience and a background in state-owned enterprises [4] - Mo Yanqing has held various positions, including roles in the government and Gansu Agricultural Reclamation Group [4] - This personnel adjustment may reflect the deep involvement of Gansu Agricultural Reclamation Group in the future development direction of the company [4] Group 4 - Zhuangyuan Pasture was established in April 2000 and is a specialized dairy product manufacturer that integrates dairy cattle breeding, technology research and development, dairy processing, and sales [4] - The company has formed a complete industrial chain layout for liquid milk product processing and sales, primarily using self-owned pasture milk sources as raw materials [4]

Market Overview - The beverage and dairy sector increased by 0.61% on September 11, with Zhuangyuan Pastoral leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Stock Performance - Zhuangyuan Pastoral (002910) closed at 10.26, up 2.29% with a trading volume of 69,000 shares and a transaction value of 69.63 million yuan [1] - Yangyuan Beverage (603156) closed at 22.40, up 1.82% with a trading volume of 41,300 shares and a transaction value of 91.57 million yuan [1] - Yili Group (600887) closed at 28.72, up 1.02% with a trading volume of 607,900 shares and a transaction value of 1.738 billion yuan [1] - Other notable stocks include: - Pinhao Food (300892) at 39.91, up 1.24% [1] - Dongpeng Beverage (605499) at 299.78, up 0.92% [1] Capital Flow - The beverage and dairy sector experienced a net outflow of 132 million yuan from institutional investors, while retail investors saw a net inflow of 177 million yuan [2] - Notable capital flows include: - Yili Group saw a net inflow of 58.13 million yuan from retail investors but a net outflow of 5.81 million yuan from institutional investors [3] - Zhuangyuan Pastoral had a net inflow of 1.34 million yuan from retail investors [3]

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is actively expanding its market presence through innovative marketing strategies and product diversification, particularly in the dairy and pet food sectors, despite facing challenges in the traditional dairy industry [2][3]. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and dairy beverages, with a product range that includes pasteurized milk, sterilized milk, and fermented milk [2][8]. - The company is a state-owned enterprise controlled by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. Financial Performance - For the first half of 2025, the company reported a revenue of 420 million yuan, a year-on-year decrease of 1.31%, while the net profit attributable to shareholders was a loss of 27.67 million yuan, an increase of 68.50% compared to the previous year [9]. - The company's market share in Gansu and Qinghai has reached 20%, establishing it as a leading player in the dairy product sector in these regions [3]. Marketing Strategies - The company has implemented a series of integrated marketing strategies, including leveraging tourism routes and online platforms to promote new products and enhance brand visibility [2]. - The launch of the pet food brand "Safiyy," featuring unique "milk beef" as a core ingredient, marks the company's entry into the pet food market, capitalizing on emerging opportunities [3]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 17.22% to 20,800, while the average circulating shares per person increased by 20.81% to 8,237 shares [9]. - The company has distributed a total of 64.69 million yuan in dividends since its A-share listing, with 12.20 million yuan distributed over the past three years [10].

Group 1 - The company announced the resignation of non-independent director Wei Hongbing due to work adjustments, while he will continue to serve as the deputy general manager and financial director [2]

Core Viewpoint - The company announced the appointment of Mr. Ma Gang as the new Deputy General Manager, which indicates a strategic move to strengthen its management team [2] Company Summary - The company's board of directors approved the hiring of Mr. Ma Gang for the position of Deputy General Manager [2]

Group 1 - The company announced the convening of the fifth board's tenth temporary meeting on September 10, 2025, to review the proposal for adjusting its internal management structure [2] - The adjustment will result in the establishment of eight functional centers within the company, which include: Corporate Governance Center, Party and Human Resources Center, Industrial Operations Center, Strategic Development Center, Financial Management Center, Supervision and Audit Center, Quality and Safety Center, and Procurement and Supply Center [2]

格隆汇9月10日丨庄园牧场(002910.SZ)公布，为进一步优化所属企业资产、资源配置及管理架构，提升 管理效率，降低管理成本，提高企业竞争力和盈利水平，公司拟以2025年6月30日为基准日，将全资孙 公司西安东方乳业有限公司（简称"西安东方乳业"）所持有的东方乳业供应链（西安）有限公司的60% 股权划转至全资子公司东方乳业（陕西）有限公司。 ...

Group 1 - The core point of the article is that Zhuangyuan Pasture (SZ 002910) held a temporary board meeting on September 10, 2025, to discuss the revision of the "Independent Director Work System" [1] - For the first half of 2025, Zhuangyuan Pasture's revenue composition was as follows: liquid milk and dairy products manufacturing accounted for 92.63%, livestock breeding accounted for 4.6%, and other businesses accounted for 2.77% [1] - As of the report date, Zhuangyuan Pasture's market capitalization was 2 billion yuan [2]

兰州庄园牧场股份有限公司董事会 调整后公司设立八大职能中心，分别是：企业治理中心、党群人资中心、产 业运营中心、战略发展中心、财务管理中心、监察审计中心、质量安全中心、采 购供应中心。 特此公告。 证券代码：002910 证券简称：庄园牧场 公告编号：2025-048 兰州庄园牧场股份有限公司 关于调整公司内部管理机构的公告 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。 为进一步完善公司治理结构，提高管理水平和运营效率，兰州庄园牧场股份 有限公司（以下简称"公司"）于2025年9月10日召开第五届董事会第十次临时 会议，审议通过了《关于调整公司内部管理机构的议案》，同意结合公司实际， 对公司内部管理机构进行调整。 2025 年 9 月 10 日 ...