Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is facing challenges in the traditional dairy industry but is exploring new opportunities in the pet food market and enhancing its marketing strategies to boost sales and brand recognition [2][3]. 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 is a state-owned enterprise controlled by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. Financial Performance - For the first half of 2024, the company implemented integrated marketing strategies, leveraging tourism routes to promote new products and enhance market expansion. Online sales of low-temperature products were boosted through KOL videos and live streaming [2]. - As of June 30, 2025, the company reported a revenue of 420 million yuan, a year-on-year decrease of 1.31%, while the net profit attributable to shareholders was -27.67 million yuan, an increase of 68.50% year-on-year [9]. Market Position - The company has established itself as a leading dairy product enterprise in Gansu and Qinghai, with a market share of approximately 20% [3]. - The main revenue sources include sterilized milk (37.04%), fermented milk (24.37%), and other dairy products [9]. Recent Developments - The company launched a pet food brand "Safiyy" at the 27th Asia Pet Expo, utilizing unique "milk beef" as a core ingredient to enter the pet food market [3]. - The company has been focusing on quality management and a balanced development strategy to adapt to the increasing competition and rising costs in the dairy industry [3].
庄园牧场跌1.67%,成交额3.68亿元,后市是否有机会?