Core Insights - The dairy sector in the A-share market experienced a collective decline, with several companies seeing significant drops in their stock prices [1] Company Performance - Sanyuan Foods (三元股份) saw a decline of 7.99%, with a total market capitalization of 83.07 billion [2] - Nanchao Foods (南侨食品) dropped by 7.80%, with a market cap of 82.23 billion [2] - Pinwo Foods (品渥食品) fell by 4.67%, with a market value of 34.07 billion [2] - Miaokelando (妙可蓝多) decreased by 3.93%, with a market capitalization of 13 billion [2] - Huangshi Group (皇氏集团) declined by 3.61%, with a market cap of 31.13 billion [2] - Maijuer (麦趣尔) fell by 3.18%, with a market value of 16.42 billion [2] - Yiming Foods (一鸣食品) decreased by 3.08%, with a market capitalization of 85.77 billion [2] - Zhuangyuan Pasture (庄园牧场) dropped by 3.08%, with a market cap of 21.55 billion [2] - Junyao Health (均瑶健康) fell by 2.93%, with a market value of 45.82 billion [2] - Western Pastoral (西部牧业) decreased by 2.92%, with a market capitalization of 23.88 billion [2] - New Dairy (新乳业) dropped by 2.80%, with a market cap of 149 billion [2] - Knight Dairy (骑士乳业) fell by 2.66%, with a market value of 20.68 billion [2] - Panda Dairy (熊猫乳品) decreased by 2.56%, with a market capitalization of 34.45 billion [2] - Wewei Co. (维维股份) dropped by 2.50%, with a market cap of 56.76 billion [2]

分红方面，西部牧业A股上市后累计派现2116.90万元。近三年，累计派现0.00元。 今年以来西部牧业已经2次登上龙虎榜，最近一次登上龙虎榜为4月10日，当日龙虎榜净买入9963.49万 元；买入总计1.75亿元 ，占总成交额比22.08%；卖出总计7509.68万元 ，占总成交额比9.49%。 资料显示，新疆西部牧业股份有限公司位于新疆石河子市开发区北一东路28号，成立日期2003年6月18 日，上市日期2010年8月20日，公司主营业务涉及乳制品加工与销售、饲料生产与销售、分割肉加工与 销售、种畜养殖与销售等。主营业务收入构成为：乳制品96.71%，其他3.29%。 11月19日，西部牧业盘中下跌2.05%，截至10:48，报11.46元/股，成交3466.88万元，换手率1.41%，总 市值24.22亿元。 西部牧业所属申万行业为：食品饮料-饮料乳品-乳品。所属概念板块包括：小盘、新疆振兴、国产乳 业、西部开发、微盘股等。 资金流向方面，主力资金净流入115.64万元，大单买入364.61万元，占比10.52%，卖出248.97万元，占 比7.18%。 截至11月10日，西部牧业股东户数2.36万，较上 ...

Group 1 - The company, Western Dairy (300106), confirmed on November 14 that its dairy processing subsidiaries primarily produce liquid milk, yogurt, and milk powder, and do not produce milk skin [1]

Core Viewpoint - The company, Western Dairy (300106.SZ), clarified on its interactive platform that its subsidiary dairy processing enterprises primarily produce liquid milk, yogurt, and milk powder, and do not produce milk skin [1] Group 1 - The main products produced by the company's dairy processing enterprises include liquid milk, yogurt, and milk powder [1] - The company does not engage in the production of milk skin [1]

Group 1 - The core viewpoint of the news is that Western Pastoral has shown a significant increase in stock price and trading activity, indicating positive market sentiment towards the company [1][2] - As of November 13, Western Pastoral's stock price increased by 2.03% to 12.05 CNY per share, with a total market capitalization of 2.547 billion CNY [1] - The company has experienced a year-to-date stock price increase of 37.24%, with a 5-day increase of 5.70% and a 20-day increase of 9.55% [1] Group 2 - Western Pastoral's main business involves dairy product processing and sales, accounting for 96.71% of its revenue, with other activities including feed production and livestock breeding [1][2] - For the period from January to September 2025, the company reported a revenue of 667 million CNY, a year-on-year decrease of 5.01%, while the net profit attributable to shareholders was -36.66 million CNY, reflecting an 11.85% increase year-on-year [2] - The company has not distributed any dividends in the last three years, with a total payout of 21.169 million CNY since its A-share listing [3]

Core Viewpoint - The company reported a decrease in self-produced fresh milk production for October 2025, indicating a downward trend in production levels compared to both the previous month and the same period last year [1] Production Data - The production volume of self-produced fresh milk for October 2025 is 2,606.38 tons [1] - This represents a decrease of 2.81% compared to the previous month [1] - Year-on-year, the production has declined by 9.21% compared to the same month last year [1]

Core Viewpoint - Western Dairy (300106.SZ) reported a decrease in self-produced fresh milk production in October, indicating potential challenges in production capacity and market demand [1] Production Data - The company's fresh milk production in October was 2,606.38 tons, representing a month-on-month decrease of 2.81% [1] - Year-on-year, the production decreased by 9.21%, highlighting a significant decline compared to the same period last year [1]

Core Viewpoint - The company reported a decrease in fresh milk production for October, indicating potential challenges in production capacity and market demand [1] Company Summary - The company, Western Pastoral (300106.SZ), produced 2,606.38 tons of fresh milk in October, which represents a month-on-month decrease of 2.81% and a year-on-year decrease of 9.21% [1]

证券代码：300106 证券简称：西部牧业 公告编号：临 2025-050 新疆西部牧业股份有限公司 关于公司自产生鲜乳销售情况的公告 新疆西部牧业股份有限公司（以下简称"公司"）主要经营业务 为乳制品加工与销售、饲料生产与销售、自产生鲜乳生产与销售、外 购生鲜乳收购与销售、种畜养殖与销售、分割肉加工与销售等。根据 《深圳证券交易所上市公司自律监管指引第 3 号——行业信息披露》 的相关规定，公司现对养殖业务月度生产情况进行公告。 | 项 | 目 | | 年 2025 | 月 10 | 本月比上月增 | 本月比上年同 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 减比率（%） | 期增减比率（%） | | 自产生鲜乳 | | 生产量（吨） | | 2,606.38 | -2.81% | -9.21% | 特此公告。 新疆西部牧业股份有限公司董事会 2025 年 11 月 11 日 1 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。 ...

德邦证券股份有限公司 关于 新疆西部牧业股份有限公司收购报告书 之 2025 年第三季度持续督导意见暨持续督导总结报告 财务顾问 二〇二五年十一月 1 释义 2 本持续督导报告、本报告、 本意见 指 《德邦证券股份有限公司关于新疆西部牧业股份有限公 司收购报告书之 2025 年第三季度持续督导意见暨持续督 导总结报告》 本持续督导期 指 2025 年 7 月 1 日至 2025 年 9 月 9 日 收购人、天得生物 指 新疆天得生物有限公司 西部牧业、上市公司、公司 指 新疆西部牧业股份有限公司 石河子国资公司 指 石河子国有资产经营（集团）有限公司 本次收购、本次交易 指 石河子国资公司将其直接所持西部牧业 88,378,171 股人民 币普通股股份无偿划转至天得生物 财务顾问、德邦证券 指 德邦证券股份有限公司 中国证监会 指 中国证券监督管理委员会 深交所 指 深圳证券交易所 《证券法》 指 《中华人民共和国证券法》 《公司法》 指 《中华人民共和国公司法》 《收购管理办法》 指 《上市公司收购管理办法》 元、万元 指 人民币元、万元 本持续督导报告中，除非文意另有说明，下列词语或简称具有如下含义： 声 ...