智通财经APP讯，西部牧业(300106.SZ)公告，公司2026年1月自产生鲜乳3076.65吨，同比上年减少 2.54%。 ...

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。 证券代码：300106 证券简称：西部牧业 公告编号：临 2026-008 新疆西部牧业股份有限公司 2026 年 2 月 5 日 1 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。 | | | 特此公告。 新疆西部牧业股份有限公司董事会 ...

证券日报网讯 2月2日，西部牧业在互动平台回答投资者提问时表示，公司将聚焦乳制品销售核心环 节，优化市场布局、强化品牌影响力，同时以成本精细化管控为重要抓手，持续推进降本提质，努力提 升公司盈利能力及抗风险能力。 （文章来源：证券日报） ...

证券日报网讯2月2日，西部牧业（300106）在互动平台回答投资者提问时表示，截至1月30日公司的股 东总数为2.03万户。 ...

Core Insights - The beverage and dairy sector experienced a rise of 0.51% on January 28, with Liziyuan leading the gains [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Sector Performance - Liziyuan (605337) closed at 13.56, up 5.85% with a trading volume of 388,600 shares [1] - Sanyuan (600429) closed at 5.45, up 4.21% with a trading volume of 482,000 shares [1] - Dongpeng Beverage (605499) closed at 254.51, up 3.54% with a trading volume of 47,700 shares [1] - Other notable performers include Weiwe (600300) up 1.65% and Qishi Dairy (920786) up 1.18% [1] Capital Flow - The beverage and dairy sector saw a net inflow of 1.51 million yuan from institutional investors, while retail investors contributed a net inflow of 12.8 million yuan [2] - However, there was a net outflow of 129 million yuan from speculative funds [2] Individual Stock Capital Flow - Liziyuan had a net inflow of 62.55 million yuan from institutional investors, but a net outflow of 17.26 million yuan from speculative funds [3] - Yili (600887) saw a net inflow of 33.78 million yuan from institutional investors, but a significant net outflow of 71.72 million yuan from speculative funds [3] - Sanyuan (600429) had a net inflow of 22.36 million yuan from institutional investors, while retail investors experienced a net outflow of 27.12 million yuan [3]

证券日报网讯 1月27日，西部牧业发布公告称，公司预计2025年度归属于上市公司股东的净利润 为-5600万元至-4300万元，上年同期为-11880.58万元；扣除非经常性损益后的净利润为-7900万元 至-6600万元，上年同期为-16062.03万元。 （文章来源：证券日报） ...

Core Viewpoint - Western Dairy (300106.SZ) expects a net profit attributable to shareholders of the listed company to be between -56 million and -43 million yuan for 2025, with a net profit excluding non-recurring gains and losses projected to be between -79 million and -66 million yuan [1] Group 1 - During the reporting period, local dairy farming enterprises optimized and adjusted their herd structure, appropriately eliminating aging and low-yield dairy cows, which led to a decrease in the company's feed sales revenue and profit [1] - The company made provisions for bad debts on receivables in accordance with relevant regulations and prudence principles, and also made provisions for impairment on certain inventories and idle assets during the reporting period [1] - The amount of non-recurring gains and losses for the company during the reporting period was approximately 23 million yuan, mainly from government subsidies received [1]

Core Viewpoint - The company expects a reduced net profit loss for 2025, projecting a loss of 43 million to 56 million yuan, compared to a loss of 119 million yuan in the same period last year [1] Financial Performance - The anticipated net profit loss for 2025 is between 43 million and 56 million yuan, indicating an improvement from the previous year's loss of 119 million yuan [1] - The expected non-recurring net profit loss for 2025 is projected to be between 66 million and 79 million yuan [1] Operational Adjustments - Local dairy farming enterprises have optimized and adjusted their herd structure, leading to the appropriate culling of older and low-yielding cows [1] - The reduction in the procurement of concentrated feed has contributed to a decline in the company's feed sales revenue and profit [1] - The company has made provisions for impairment on certain inventories and idle assets [1]

近日，一纸关于桂牛乳业"高钙水牛奶"掺假的罚单揭开乳业ESG治理隐忧。 行政处罚决定书显示，桂牛乳业于2025年6月6日生产的"高钙水牛奶"检出黄牛源性成分，被罚合计近7 万元。案发后，桂牛乳业发布了召回公告，试图召回涉案不合格批次的水牛奶，但截至调查终结，相关 产品未能成功召回。 此事件恰逢乳业资本动作频繁，如君乐宝赴港IPO、皇氏集团（002329）诉讼缠身，而曾在2015年登陆 新三板的桂牛乳业，于2021年摘牌后上市进程始终未见突破。 针对标签合规的标准适用问题，彭纪来表示，GRI标准作为国际通用的ESG报告框架，需覆盖农产品、 电子、钢铁、汽车等多个差异显著的行业，因此采用普适性规范。在社会维度下，GRI将责任划分为劳 工相关、供应链相关、消费者和社区等四类，其中消费者相关责任明确包含产品健康安全保障与禁止虚 假宣传两项核心要求，标签如实标注正是后者的重要体现。这也意味着，对于参与国际市场竞争或遵循 通用ESG标准的企业，标签合规是不可逾越的基础门槛。 彭纪来对记者分析称，与"毒奶粉"事件不同，从罚单信息来看，桂牛乳业此次掺假并未造成直接食品安 全危害，其核心问题聚焦于产品标签与成分不符。 水牛奶因 ...

证券代码：300106 证券简称：西部牧业 公告编号：临 2026-007 新疆西部牧业股份有限公司 2025 年度业绩预告 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事 务所审计。公司已就业绩预告有关事项与会计师事务所进行了预沟通，公司 与会计师事务所在业绩预告方面不存在分歧。 三、业绩变动原因说明 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为负值 （1）以区间数进行业绩预告的 单位：万元 | 项 目 | | 本报告期 | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | -5,600 | ～ | -4,300 | -11,880.58 | | 扣除非经常性损益 后的净利润 | -7,900 | ～ | -6,600 | -16,062.03 | 2、公司 2025 年年度业绩数据将在 2025 年年度报 ...