002910，再次开盘涨停

Core Insights - The dairy sector has shown signs of recovery following the "Double Festival" period, with stocks like Zhuangyuan Pasture experiencing significant price increases driven by the broader consumer market trend [2] - The average purchase price of fresh milk in major production areas has stabilized, indicating a potential recovery in supply and demand dynamics within the industry [3] Group 1: Market Performance - Zhuangyuan Pasture (002910.SZ) has seen its stock price hit the daily limit for two consecutive days, contributing to an overall rise in dairy stocks [2] - Other dairy companies, such as Knight Dairy (920786.BJ) and New Dairy, have also reported stock price increases of 4.44% and 5.85%, respectively [2] - The company reported a revenue of 420 million yuan in the first half of 2023, a year-on-year decrease of 1.3%, while its net profit attributable to shareholders was -30 million yuan, reflecting a 68.5% year-on-year increase [2] Group 2: Price Trends - The average price of fresh milk rose from 3.02 yuan/kg in August to 3.04 yuan/kg in late September, indicating a halt in the previous downward trend [3] - Prices for scattered milk have shown significant increases, with reports of prices rising from 2.5 yuan/kg to 4.2 yuan/kg in Hebei, and from 2.1 yuan/kg to between 3.5 and 3.7 yuan/kg in Ningxia [3] Group 3: Market Dynamics - Despite initial price increases, scattered milk prices have begun to decline post-festival, with prices in Hebei dropping to 2.8 yuan/kg, suggesting ongoing market pressures [4] - Analysts note that the rise in milk prices is influenced by both inventory preparations for the festival and ongoing adjustments in production capacity, but the sustainability of market recovery remains uncertain due to increasing fragmentation in dairy product consumption [4]