Core Insights - The beverage and dairy sector experienced a slight increase of 0.19% on October 15, with Chengde Lulu leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Chengde Lulu (000848) closed at 9.05, up 4.50%, with a trading volume of 568,100 shares and a transaction value of 509 million [1] - Miaokelan Duo (600882) closed at 27.01, up 3.73%, with a trading volume of 181,600 shares and a transaction value of 486 million [1] - Panda Dairy (300898) closed at 27.46, up 3.62%, with a trading volume of 98,300 shares and a transaction value of 274 million [1] - Other notable stocks include Yiming Food (605179) at 21.25 (+3.21%) and New Dairy (002946) at 18.10 (+2.55%) [1] Capital Flow - The beverage and dairy sector saw a net inflow of 250 million from main funds, while retail investors experienced a net outflow of 188 million [2] - Major stocks like Yili (600887) had a net inflow of 94.93 million from main funds, but a net outflow of 61.86 million from retail investors [3] - Chengde Lulu (000848) also saw a net inflow of 68.09 million from main funds, with retail investors withdrawing 31.43 million [3]

Group 1 - The company, Western Pastoral (300106), reported that as of October 10, the total number of shareholders is 22,700 [1]

Core Viewpoint - The report highlights the growth of industrial enterprises in the Xinjiang Uygur Autonomous Region, indicating a significant increase in the number of large-scale industrial companies, which presents potential investment opportunities in the region's industrial sector [1] Group 1: Company Information - Listed companies mentioned include Guanghui Energy, New Natural Gas, Unified Shares, ST Haoyuan, Xinjiang Torch, Western Animal Husbandry, Tianrun Dairy, Dezhan Health, Xuefeng Technology, Chuaning Biological, Xiling Information, Lide New Energy, and Tianfu Energy [1] - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, specializing in deep industry research and providing comprehensive consulting services [1] Group 2: Industry Statistics - As of January to August 2025, the number of industrial enterprises in Xinjiang reached 5,415, an increase of 477 compared to the same period last year, representing a year-on-year growth of 9.66% [1] - The industrial enterprises in Xinjiang account for 1.04% of the total number of such enterprises in the country [1] - The threshold for large-scale industrial enterprises was raised from an annual main business income of 5 million yuan to 20 million yuan starting in 2011 [1]

证券日报网讯西部牧业10月10日在互动平台回答投资者提问时表示，截至9月30日公司的股东总数为 2.24万户。 （文章来源：证券日报） ...

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报告 财务顾问 二〇二五年十月 德邦证券股份有限公司接受新疆天得生物有限公司委托，担任其收购新疆西 部牧业股份有限公司之财务顾问。根据《上市公司收购管理办法》第七十二条， "在上市公司收购行为完成后 12 个月内，收购人聘请的财务顾问应当就上一季 度对上市公司影响较大的投资、购买或者出售资产、关联交易、主营业务调整以 及董事、监事、高级管理人员的更换、职工安置、收购人履行承诺等情况向派出 机构报告" 本财务顾问根据《上市公司收购管理办法》等规定，按照证券行业公认的业 务标准、道德规范，本着诚实信用、勤勉尽责的态度并经过审慎核查，结合 2025 年第三季度（2025 年 7 月 1 日至 2025 年 9 月 30 日）对上市公司影响较大的投 资、购买或出售资产、关联交易、主营业务调整以及董事、监事、高级管理人员 的更换、职工安置、信息披露义务人履行承诺等情况出具本报告。 本持续督导报告根据收购人及上市公司提供的相关材料编制，收购人及上市 公司均已向本财务顾问保证，其所提供的为出具本持续督导报告所依据的所有文 件和材 ...

Core Insights - The beverage and dairy sector experienced a 2.4% increase on October 10, with Zhuangyuan Pasture leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Sector Performance - Zhuangyuan Pasture (002910) closed at 11.95, up 10.04% with a trading volume of 259,800 shares and a transaction value of 307 million yuan [1] - Yangyuan Beverage (603156) also saw a significant increase, closing at 34.42, up 10.00% with a trading volume of 377,700 shares and a transaction value of 1.255 billion yuan [1] - Other notable performers included Knight Dairy (920786) with a 3.43% increase, and Xirong Technology (300915) with a 3.42% increase [1] Capital Flow - The beverage and dairy sector saw a net inflow of 341 million yuan from institutional investors, while retail investors experienced a net outflow of 271 million yuan [2] - The main capital inflow and outflow for key companies were detailed, with Yili Group (600887) showing a net inflow of 1.55 billion yuan from institutional investors [3] - Zhuangyuan Pasture had a net inflow of 176 million yuan from institutional investors, while retail investors showed a net outflow of 719,230 yuan [3]

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 | | 2025 年 | 9 月 | 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） | | 2,681.85 | 5.57% | -7.64% | 证券代码：300106 证券简称：西部牧业 公告编号：临 2025-047 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 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。 特此公告。 新疆西部牧业股份有限公司董事会 1 2025 年 10 月 9 日 ...

Group 1 - The company, Western Pastoral, announced that it and its subsidiaries do not provide guarantees to entities outside the consolidated financial statements [1] - There are no overdue external guarantees, no litigation related to external guarantees, and no losses incurred due to judgments against guarantees [1]

Core Viewpoint - Xinjiang Western Animal Husbandry Co., Ltd. plans to provide a guarantee of 30 million yuan to its wholly-owned subsidiary, Quan Sheng Animal Husbandry, as part of its financial strategy [1] Group 1: Guarantee Details - The company signed a guarantee contract with Huaxia Bank Urumqi Branch to provide a joint liability guarantee for a 9.7 million yuan working capital loan for Quan Sheng Animal Husbandry [1] - The guarantee period is set for 24 months [1] - The total assets of Quan Sheng Animal Husbandry as of June 30, 2025, amount to 150.23 million yuan, with total liabilities of 50.35 million yuan [1] Group 2: Financial Impact - After providing the guarantee, the company's total guarantee balance for its subsidiary stands at 9.7 million yuan, which represents 2.30% of the most recent audited net assets [1] - The guarantee has undergone the necessary approval procedures and does not require further review [1] - There are no overdue external guarantees reported by the company [1]

证券代码：300106 证券简称：西部牧业 公告编号：临2025-046 新疆西部牧业股份有限公司 关于为子公司提供担保的进展公告 企业名称：新疆泉牲牧业有限责任公司 一、担保进展情况概述 近日，公司作为保证人与华夏银行股份有限公司乌鲁木齐分行 （以下简称"华夏银行乌鲁木齐分行"）签订了保证合同，为全资子公 司泉牲牧业向华夏银行乌鲁木齐分行申请流动资金借款提供连带责 任保证，担保金额为 970 万元，担保期限为 24 个月。 | | | | 本次新 | 截至目 | 担保金额 | 是 | | --- | --- | --- | --- | --- | --- | --- | | | | 被担保方 | | | 占上市公 | 否 | | | | | 增担保 | 前担保 | | | | | 担保方持股比 | 最近一期 | | | 司最近一 | 关 | | 被担保方 | | | 金额 | 余额 | | | | | 例 | 经审计资 | | | 期经审计 | 联 | | | | | （万 | （万 | | | | | | 产负债率 | | | 净资产比 | 担 | | | | | 元） | 元） | | | | | | ...