Group 1 - The consumer sector experienced significant upward movement, particularly in food and beverage and duty-free segments [1] - Notable stocks that reached their daily limit include Huanlejia and Kuaijishan, while Dongbai Group also hit its limit [1] - China Duty Free Group approached its daily limit, with other companies like Cuihua Jewelry, Zhuangyuan Pasture, Huifa Food, Gais Food, and Yingjia Gongjiu showing strong gains [1]

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is a leading player in the dairy industry in Northwest China, focusing on quality and market expansion strategies to enhance its brand presence and sales [2][4]. 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, fermented milk, and various liquid dairy products under brands like "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2][9]. - The company was established on April 25, 2000, and went public on October 31, 2017. Its main business revenue composition includes sterilized milk (37.04%), fermented milk (24.37%), and other dairy products [9]. Market Position - Zhuangyuan Pasture has become a leading dairy enterprise in Gansu and Qinghai, achieving a market share of 20% [2]. - The company has implemented a balanced development strategy that aligns market development with supply capabilities, focusing on product safety and freshness [2]. Marketing Strategies - In the first half of 2024, the company adopted integrated marketing strategies, leveraging tourism routes and online platforms to promote new products and enhance brand visibility [3]. - The company has expanded its offline presence in cities like Tianshui and Lanzhou, optimizing brand image and increasing product awareness through KOLs and social media platforms [3]. Government Relations and Rural Revitalization - As a state-owned enterprise, Zhuangyuan Pasture is under the control of the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. - The company actively supports national rural revitalization policies by engaging in initiatives that increase farmers' income through logistics agreements and agricultural product procurement [4]. 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, reflecting a 59.08% increase compared to the previous year [9].

证券代码：002910 证券简称：庄园牧场 公告编号：2025-058 兰州庄园牧场股份有限公司 关于董事辞职的公告 二、备查文件 书面辞职报告 特此公告。 兰州庄园牧场股份有限公司董事会 2025 年 11 月 4 日 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、董事辞职情况 兰州庄园牧场股份有限公司（以下简称"公司"）董事会于近日收到公司董 事王志远先生提交的书面辞职报告。王志远先生因工作调整原因，申请辞去公司 第五届董事会董事职务；辞职后，王志远先生不再担任公司及子公司任何职务。 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，王志 远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，王志远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。 王志远先生在担任公司董事期间，勤勉履职，恪尽职守，公司董事会对王志 远先生为公司经营发展所做的贡献表示衷心感谢！ ...

Company Updates - Wang Zhiyuan has resigned from the fifth board of directors of the company due to work adjustments and will no longer hold any positions within the company or its subsidiaries [1] - As of the latest report, the company's market capitalization stands at 2.1 billion yuan [2] Financial Performance - For the first half of 2025, the company's revenue composition is as follows: liquid milk and dairy products manufacturing accounts for 92.63%, livestock farming accounts for 4.6%, and other businesses account for 2.77% [1]

Core Points - Wang Zhiyuan, a director of the company, has submitted his resignation due to work adjustments, effective immediately upon delivery to the board [1] Group 1 - The company announced on November 4 that Wang Zhiyuan has resigned from his position on the fifth board of directors [1] - Following his resignation, Wang Zhiyuan will no longer hold any positions within the company or its subsidiaries [1]

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is actively expanding its business in the dairy industry while also venturing into the pet food market, leveraging its existing resources and brand reputation to adapt to market changes and consumer demands [2][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, fermented milk, and other liquid dairy products under brands such as "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2][9]. - The company is a state-owned enterprise controlled by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. Market Position and Strategy - The company has established itself as a leading dairy product provider in Gansu and Qinghai, holding a market share of 20% by focusing on quality and a balanced development strategy that aligns market development with supply capabilities [2]. - In response to rising costs and intense competition in the traditional dairy sector, the company has identified new opportunities, such as launching a pet food brand "Safiyy" that features unique "milk beef" as a core ingredient [3]. 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, reflecting a significant year-on-year increase of 59.08% [9]. - The company's main business revenue composition includes sterilized milk (37.04%), fermented milk (24.37%), and other dairy products [9]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders decreased by 12.97% to 18,100, with an average of 9,466 shares held per shareholder, which increased by 14.91% [9][10]. - The stock has seen a net outflow of 8.62 million yuan today, with a lack of clear trends in major shareholder activity [5][6].

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is actively expanding its business in the dairy industry while also venturing into the pet food market, indicating a strategic diversification amidst challenges in the traditional dairy sector [3][4]. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and dairy beverages, as well as dairy cattle farming. Its product range includes pasteurized milk, sterilized milk, fermented milk, and various liquid dairy products under brands such as "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2][9]. - The company has established itself as a leading dairy product enterprise in Gansu and Qinghai, holding a market share of 20% [2]. Business Strategy - The company adheres to a development philosophy of "survival through quality" and maintains a balanced development strategy that aligns market development with supply capacity. It focuses on creating a safe and controllable production and sales system [2]. - The company is responding to national policies on rural revitalization by engaging in various initiatives that support local farmers, such as logistics agreements and order-based procurement models [4]. 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 3.1%. However, it achieved a net profit attributable to shareholders of -48.44 million yuan, reflecting a year-on-year increase of 59.08% [9]. Market Activity - On November 3, the company's stock price increased by 1.97%, with a trading volume of 117 million yuan and a turnover rate of 6.28%, bringing the total market capitalization to 2.127 billion yuan [1].

Core Viewpoint - The announcement indicates a significant transfer of shares within the company, with the controlling shareholder increasing its stake through a non-compensatory transfer of shares from an associated entity [1] Group 1: Share Transfer Details - The controlling shareholder, Gansu Agricultural Reclamation Group Co., Ltd., has received 30,894,700 shares from its associated party, Lanzhou Manor Investment Co., Ltd., representing 15.80% of the company's total equity [1] - Following the transfer, Gansu Agricultural Reclamation Group directly holds 34,750,100 shares, which accounts for 17.77% of the total equity of the company [1] - After the completion of the share transfer, Lanzhou Manor Investment no longer holds any shares in the company [1]

Core Insights - Lanzhou Zhuangyuan Pasture Co., Ltd. celebrated its 25th anniversary, reflecting on its journey and future development in the dairy industry [1][3] - The company has established a comprehensive industrial chain encompassing dairy farming, product research and development, production, and sales, with significant achievements in the Northwest dairy sector [1][5] Group 1: Company Achievements - Since its inception in 2000, the company has built 11 modern farms and has over 30,000 dairy cows, with an annual raw milk processing capacity of 300,000 tons [1][3] - The company has received multiple honors, including being recognized as a "National Key Leading Enterprise in Agricultural Industrialization" and a "Top 20 High-Growth Agricultural Enterprises in China" [3][4] Group 2: Innovation and Cultural Integration - The company emphasizes innovation, launching new products that integrate local cultural elements, such as the "Old Lanzhou" series of yogurts and Tibetan milk tea [4][5] - Collaborations with local cultural institutions and brands aim to enhance brand youthfulness and international appeal, including the launch of a pet food brand meeting human-grade standards [4][5] Group 3: Strategic Expansion - Following the acquisition by Gansu Agricultural Reclamation Group in 2021, the company accelerated its national market expansion, establishing sales centers in East and South China [5][6] - In 2024, the company successfully entered the Hong Kong and Southeast Asian markets, marking a significant milestone in its international outreach [6]

证券代码：002910 证券简称：庄园牧场 公告编号：2025-057 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、本次国有股权无偿划转的基本情况 兰州庄园牧场股份有限公司（以下简称"公司"）控股股东甘肃省农垦集团 有限责任公司（以下简称"甘肃农垦集团"）的一致行动人兰州庄园投资有限公 司（以下简称"庄园投资"）拟将其持有的公司股份 30,894,700 股（占公司总 股本的 15.80%）无偿划转至甘肃农垦集团。 上述股权过户登记完成后，甘肃农垦集团直接持有公司 34,750,100 股股份， 占公司总股本的比例为 17.77%，庄园投资不再持有公司股份。 具体内容详见公司于 2024 年 9 月 28 日在《证券时报》《证券日报》《上海 证券报》《中国证券报》及巨潮资讯网（http://www.cninfo.com.cn）上刊登的 《兰州庄园牧场股份有限公司关于控股股东及其一致行动人之间国有股权无偿 划转的提示性公告》（公告编号：2024-054）。 二、本次国有股权无偿划转过户登记完成情况 本次权益变动属于国有股权无偿划转，符合免于发出要约的情 ...