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 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001318 | 阳光乳业 | 14.99 | 9.98% | 33.66万 | | 4.98亿 | | 832786 | 骑士乳业 | 11.64 | 5.05% | 56.84万 | | 7.15亿 | | 002570 | 贝因美 | 6.72 | 3.54% | 487.22万 | | 34.09亿 | | 002329 | 皇氏集团 | 3.94 | 2.07% | 122.57万 | | 4.93亿 | | 605388 | 均瑶健康 | 8.05 | 1.51% | 48.78万 | | 4.04亿 | | 605337 | 李子园 | 12.97 | 1.49% | 13.13万 | | 1.71亿 | | 300106 | 西部牧业 | 12.19 | 1.41% | 63.23万 | | 8.17亿 | | 300898 | 熊猫乳品 | 28.90 | 1.08% | 20.00万 | | 6.05亿 | | ...

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].