Core Viewpoint - Western Dairy (西部牧业) has confirmed through its investor interaction platform that its subsidiaries, Huayuan Dairy and Tianshan Yunmu Dairy, possess production lines for adult milk powder and infant formula milk powder, indicating a diversified product range in the dairy sector [1] Group 1 - The company has launched several product lines, including whole milk powder, organic whole milk powder, organic A2 whole milk powder, probiotic multi-dimensional milk powder, and Kazakh milk tea powder, along with five series of infant formula milk powder [1] - Currently, the dairy processing enterprises under the company primarily adopt a self-production and self-marketing model, with only a small amount of whole milk powder being produced through contract manufacturing [1] - There are no current plans to expand the milk powder production lines, suggesting a focus on optimizing existing operations rather than increasing capacity [1]

Core Viewpoint - The company has a limited milk powder contract manufacturing business and does not plan to expand its milk powder production lines at this time [2]. Group 1: Company Operations - The company operates through its subsidiaries, Huayuan Dairy and Tianshan Yunmu Dairy, which have production lines for adult milk powder and infant formula [2]. - The company has launched several products, including whole milk powder, organic whole milk powder, organic A2 whole milk powder, probiotic multi-nutritional milk powder, and Kazakh milk tea powder, along with five series of infant formula [2]. - Currently, the main business model of the company's dairy processing enterprises is self-production and self-sale, with only a small amount of whole milk powder being produced through contract manufacturing [2].

西部牧业今年以来股价涨34.62%，近5个交易日跌0.34%，近20日跌2.72%，近60日涨8.34%。 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86.28%，饲料8.25%，其他5.46%。 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：新疆建设兵团、微盘股、小 盘、喀什规划区、西部开发等。 9月8日，西部牧业盘中上涨2.25%，截至13:57，报11.82元/股，成交9402.54万元，换手率3.81%，总市 值24.98亿元。 截至8月29日，西部牧业股东户数2.43万，较上期减少12.27%；人均流通股8696股，较上期增加 13.99%。2025年1月-6月，西部 ...

Core Viewpoint - Western Dairy announced on September 5 that its subsidiaries, Huayuan Dairy and Tianshan Yunmu Dairy, have operational milk powder production lines and are producing normally [1] Group 1: Company Operations - The company’s dairy processing enterprises are committed to continuous product research and development [1] - The company is actively expanding sales channels to enhance product sales [1]

证券日报网讯西部牧业（300106）9月4日在互动平台回答投资者提问时表示，截至8月29日公司的股东 总数为2.43万户。 ...

证券日报网讯9月3日晚间，西部牧业（300106）发布公告称，2025年8月份，公司自产生鲜乳生产量为 2，540.33吨。 ...

Core Viewpoint - The dairy sector in the A-share market is experiencing a notable upward trend, with several stocks showing significant gains despite broader market conditions [1]. Group 1: Stock Performance - Pinwo Food (品渥食品) increased by approximately 8.88%, with a total market capitalization of 3.885 billion [2]. - Junyao Health (均瑶健康) rose by 7.28%, reaching a market value of 5.488 billion [2]. - Knight Dairy (骑士乳业) saw a gain of 6.65%, with a market cap of 2.348 billion [2]. - Panda Dairy (熊猫乳品) grew by 5.21%, valued at 3.607 billion [2]. - Beiyinmei (贝因美) increased by 4.64%, with a market capitalization of 7.550 billion [2]. - Maiqu'er (麦趣尔) rose by 4.19%, valued at 1.646 billion [2]. - Western Pastoral (西部牧业) increased by 3.89%, with a market cap of 2.481 billion [2]. - Zhuangyuan Pastoral (庄园牧场) saw a rise of 3.81%, valued at 1.916 billion [2]. - Huangshi Group (皇氏集团) increased by 3.55%, with a market capitalization of 3.155 billion [2]. - Sunshine Dairy (阳光乳业) rose by 3.00% [1]. Group 2: Year-to-Date Performance - Pinwo Food has a year-to-date increase of 21.72% [2]. - Junyao Health has risen by 46.75% year-to-date [2]. - Knight Dairy shows a year-to-date increase of 59.97% [2]. - Beiyinmei has a year-to-date increase of 66.03% [2]. - Maiqu'er has risen by 20.69% year-to-date [2]. - Western Pastoral has a year-to-date increase of 33.71% [2]. - Zhuangyuan Pastoral shows a year-to-date increase of 30.15% [2]. - Huangshi Group has a year-to-date increase of 4.41% [2].

Key Points - Tianpu Co., Ltd. announced a suspension of trading for stock verification due to multiple instances of abnormal trading fluctuations from August 22 to September 3, with a reminder for investors about market risks [1] - China Shipbuilding Industry Corporation announced a share exchange ratio of 1:0.1339 for the merger with China Shipbuilding, with the stock ceasing to be listed from September 5, 2025 [2] - Chengdu Huamei reported that its 40G high-precision RF ADC chip is still in the trial production stage and has not achieved mass sales, indicating market demand uncertainty [2] - Taihe Technology's sulfide solid electrolyte project is currently in the trial production phase and has not generated sales revenue [3] - Robotech signed a contract worth approximately €946.50 million for fully automated silicon photonic packaging equipment, expected to positively impact the company's future performance [4] - Wento Holdings reported that its cinema and gaming businesses are still in the recovery phase post-restructuring, with potential uncertainties in future operations [5] - Xibu Muye's fresh milk production increased by 4.8% month-on-month in August [6] - China Shipbuilding announced the implementation of a share exchange merger with China Heavy Industry [6] - Gansu Energy plans to invest CNY 40.89 billion in a wind-solar integrated project [6] - Xinhua Medical's endoscope cleaning workstation received a Class II medical device registration certificate [6]

北京商报讯（记者 孔文燮）9月3日，西部牧业晚间公告，8月公司自产生鲜乳生产量为2540.33吨，环比 增长4.8%，同比减少7.27%。 ...

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]