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庄园牧场跌0.17%,成交额2.08亿元,今日主力净流入-1261.49万

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is a leading player in the dairy industry in Northwest China, focusing on quality and market expansion strategies to enhance its brand presence and sales [2][4]. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and dairy beverages, with a product range that 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 state-owned, with its ultimate control held by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4][9]. Market Position and Strategy - The company has established itself as a leading dairy producer in Gansu and Qinghai, achieving a market share of 20% by adhering to a development philosophy centered on quality and a balanced development strategy that aligns market development with supply capabilities [2][4]. - Recent marketing strategies include leveraging tourism routes and online platforms to promote new products, enhancing brand visibility through KOLs and social media, and expanding sales channels in key cities [3][4]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 629 million yuan, a year-on-year decrease of 3.10%, while the net profit attributable to shareholders was -48.44 million yuan, reflecting a year-on-year increase of 59.08% [9][10]. - The company has distributed a total of 64.69 million yuan in dividends since its A-share listing, with a cumulative payout of 12.19 million yuan over the past three years [9][10]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders decreased by 12.97% to 18,100, while the average circulating shares per person increased by 14.91% to 9,466 shares [9][10]. - The stock has experienced a net outflow of 12.61 million yuan from major investors, indicating a trend of reduced holdings over the past three days [5][6].