Core Viewpoint - The article discusses the performance and strategic initiatives of Lanzhou Zhuangyuan Pasture Co., Ltd., highlighting its focus on dairy products, e-commerce, and rural revitalization efforts. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and milk beverages, with key brands including "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2] - The company was established on April 25, 2000, and went public on October 31, 2017 [7] Financial Performance - For the first quarter of 2025, the company reported revenue of 210 million yuan, a year-on-year decrease of 6.61%, and a net profit attributable to shareholders of -25.95 million yuan, a year-on-year increase of 41.85% [8] - Cumulative cash dividends since the company's A-share listing amount to 64.69 million yuan, with 23.12 million yuan distributed over the past three years [9] Market Position - The company holds a market share of 20% in the dairy product sector in Gansu and Qinghai provinces, establishing itself as a leading enterprise in the region [2] - The main revenue sources include sterilized milk (40.89%), adjusted milk (25.17%), fermented milk (22.31%), pasteurized milk (8.18%), and other products (2.50%) [8] Strategic Initiatives - In October 2022, the company established "Gansu Ruinong Tongdao E-commerce Co., Ltd." to enhance its online sales capabilities [2] - The company actively supports rural revitalization policies by engaging in various initiatives, such as signing logistics agreements with local cooperatives and adopting an order-based procurement model to increase farmers' income [3] Stock Performance - On August 13, the stock price of Zhuangyuan Pasture fell by 1.66%, with a trading volume of 75.26 million yuan and a turnover rate of 4.33%, bringing the total market capitalization to 1.973 billion yuan [1] - The average trading cost of the stock is 10.04 yuan, with the current price approaching a resistance level of 10.36 yuan [6]

证券之星消息，8月4日饮料乳品板块较上一交易日上涨0.95%，东鹏饮料领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。饮料乳品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6655509 | 东鹏饮料 | 295.17 | 3.55% | 3.10万 | 9.11亿 | | 002946 | 新乳业 | 16.62 | 2.47% | 6.99万 | 1.15亿 | | 600419 | 天润乳业 | 10.77 | 1.41% | 4.73万 | 5083.80万 | | 600882 | 妙可蓝多 | 26.86 | 1.17% | - 3.84万 | 1.03亿 | | 002910 | 庄园牧场 | 10.06 | 0.60% | 8.35万 | 8328.28万 | | 603711 | 香飘飘 | 13.60 | 0.44% | 1.96万 | 2649.81万 | | 605300 | 佳木食品 | ...

Group 1 - The stock price of Zhuangyuan Ranch reached 10.52 yuan as of July 30, 2025, with an increase of 0.32 yuan from the previous trading day [1] - The stock opened at 10.10 yuan, peaked at 10.68 yuan, and dipped to a low of 9.91 yuan, resulting in an intraday volatility of 7.55% [1] - The trading volume was 249,830 hands, with a total transaction amount of 2.57 billion yuan [1] Group 2 - Zhuangyuan Ranch's main business involves the production and sale of dairy products, including liquid milk and yogurt [1] - The company operates within the food and beverage sector and has attributes related to the Gansu region and the dairy industry [1] - On July 30, the net inflow of main funds into Zhuangyuan Ranch was 13.906 million yuan, with a rapid rebound observed during trading, where the stock rose over 2% within 5 minutes [1]

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]