证券代码：300106 证券简称：西部牧业 公告编号：临2025-057 新疆西部牧业股份有限公司 关于获得政府补助的公告 1.补助的类型 根据《企业会计准则第16号—政府补助》的相关规定，公司及天 山云牧乳业将上述补助确认为与收益相关的政府补助。 2.补助的确认和计量 根据《企业会计准则第16号—政府补助》的相关规定，公司及天 山云牧乳业拟将上述政府补助计入其他收益科目核算，合计金额 12,941,100元。 1 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、获取补助的基本情况 新疆西部牧业股份有限公司（以下简称"公司"）于2025年12月10 日收到与收益相关的政府补助2,000,000元，占公司2024年度经审计归 属于上市公司股东净利润的1.68%。 公司的全资子公司新疆天山云牧乳业有限责任公司（以下简称 "天山云牧乳业"）于2025年12月10日收到与收益相关的政府补助 10,941,100元，占公司2024年度经审计归属于上市公司股东净利润的 9.21%。 公司及全资子公司天山云牧乳业合计收到与收益相关的政府补 助12,941,100元，占公 ...

格隆汇12月9日｜A股市场乳业股走强，其中，皇氏集团拉升封板，南侨食品、熊猫乳品、西部牧业等 跟涨。 ...

（文章来源：证券日报） 12月8日晚间，西部牧业发布公告称，控股子公司新疆石河子花园乳业有限公司于2025年12月8日收到与 收益相关的政府补助10，412，397元，占公司2024年度经审计归属于上市公司股东净利润的8.76%，预 计对花园乳业2025年度净利润的影响金额为10，412，397元。 ...

格隆汇12月8日丨西部牧业(300106.SZ)公布，控股子公司新疆石河子花园乳业有限公司（简称"花园乳 业"）于2025年12月8日收到与收益相关的政府补助10,412,397元，占公司2024年度经审计归属于上市公 司股东净利润的8.76%。 ...

2025年1至6月份，西部牧业的营业收入构成为：工业（乳制品加工）占比96.71%，其他占比3.29%。 截至发稿，西部牧业市值为24亿元。 每经AI快讯，西部牧业（SZ 300106，收盘价：11.16元）12月8日晚间发布公告称，新疆西部牧业股份 有限公司控股子公司新疆石河子花园乳业有限公司于2025年12月8日收到与收益相关的政府补助约1041 万元，占公司2024年度经审计归属于上市公司股东净利润的8.76%。 （记者 王晓波） 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 ...

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、获取补助的基本情况 新疆西部牧业股份有限公司（以下简称"公司"）控股子公司新 疆石河子花园乳业有限公司（以下简称"花园乳业"）于2025年12 月8日收到与收益相关的政府补助10,412,397元，占公司2024年度经 审计归属于上市公司股东净利润的8.76%。 二、补助的类型及其对公司的影响 1.补助的类型 根据《企业会计准则第16号—政府补助》的相关规定，花园乳业 将上述补助确认为与收益相关的政府补助。 2.补助的确认和计量 根据《企业会计准则第16号—政府补助》的相关规定，花园乳业 拟将上述政府补助计入其他收益科目核算，合计金额10,412,397元。 证券代码：300106 证券简称：西部牧业 公告编号：临2025-056 新疆西部牧业股份有限公司 关于获得政府补助的公告 本次披露的政府补助最终的会计处理及对花园乳业财务数据的 影响需以会计师事务所年度审计确认的结果为准。敬请广大投资者注 意投资风险。 1 三、备查文件 1.有关补助的政府批文； 2.收款凭证。 特此公告。 新疆西部牧业股份有限公司董事 ...

Group 1 - Century Huatong plans to change the use of 1.28 million repurchased shares from equity incentive plans to cancellation, reducing total share capital from 7.428 billion to 7.427 billion shares [2] - Wuliangye adjusts its 2025 investment plan, increasing the number of projects from 19 to 22 and changing the investment amount from 2.586 billion to 2.207 billion yuan [3] - Qingyue Technology is under investigation for suspected financial data fraud, with the possibility of forced delisting if found guilty [4] Group 2 - Kang Enbei's chairman and legal representative resigns due to work adjustments, along with another board member [5] - Tianshan Co. expects a tax payment of approximately 61.86 million yuan to impact its 2025 net profit [6] - Muyuan Foods reports a 20.43% year-on-year decline in November sales revenue from live pigs, totaling 9.39 billion yuan [7] Group 3 - GAC Group's November automobile sales decreased by 9.72% year-on-year, with total sales of 1.797 million vehicles [8] - Western Pastoral's fresh milk production in November increased by 6.3% month-on-month but decreased by 6.47% year-on-year [9] - Gemdale Group's November contracted area fell by 58.50% year-on-year, with a total contracted amount of 1.52 billion yuan [10] Group 4 - Zhenghong Technology reports November sales revenue of 4.5196 million yuan from live pigs, with a year-on-year decline of 21.83% [11] - Wens Foodstuff's November chicken sales reached 118 million birds, generating 3.324 billion yuan in revenue [12] - Meilixin's controlling shareholder plans to increase holdings by no less than 50 million yuan [13] Group 5 - Hongcheng Environment's subsidiary wins an 853 million yuan sewage treatment project [14] - Dongzhu Ecology wins a 397 million yuan environmental project [15] - Xindian Software secures a 54 million yuan project for digital community construction [16] Group 6 - China Chemical announces that its nylon new material project has reached full production [17] - Jiaojian Co. is in discussions regarding overdue payments related to financial products, clarifying that it bears no responsibility for these products [18] - Micron Biotech's product is included in the 2025 National Medical Insurance Directory [19] Group 7 - Yitian Intelligent plans to sell 600 smart computing machines for a total of 1.56 billion yuan [20] - First Venture's subsidiary receives an administrative penalty notice from Jiangsu Securities Regulatory Bureau [21] - China Insurance's vice president is under investigation for serious violations [22] Group 8 - Zhixiang Jintai's monoclonal antibody injection is included in the 2025 National Medical Insurance Directory [23] - Haichuang Pharmaceutical's drug is also included in the National Medical Insurance Directory [24] - Yuanli Co. plans to acquire 49% of Clarimex for 25.56 million USD [25] Group 9 - Betta Pharmaceuticals' products are included in the National Medical Insurance Directory [26] - Tianci Materials' controlling shareholder commits to not reducing holdings for six months [27] - Guanglian Aviation's actual controller has had a detention measure lifted [28] Group 10 - Annie Co. announces a share transfer agreement that will make Shengshi Tianan the controlling shareholder [29] - Double Star New Materials notes uncertainty regarding the sustainability of long-term price increases [30] - ST Tianrui terminates plans for a change in control and resumes trading [31] Group 11 - Guao Technology is planning a change in control, leading to a temporary suspension of its stock [32] - Guangqi Technology's subsidiary signs contracts worth 696 million yuan for the production of metamaterials [33] - Shuoshi Biotech's monkeypox virus detection kit is included in the WHO emergency use list [34]

Industry News - The draft of the "Guidelines for Performance Evaluation Management of Fund Management Companies" has been issued, requiring that the weight of long-term investment return indicators for more than three years should not be less than 80% [40] - Fund managers are required to invest at least 40% of their total performance compensation in the public funds they manage, excluding non-equity products [40] - If a fund's performance over the past three years is more than ten percentage points below the benchmark and the fund's profit margin is negative, the performance compensation of the fund manager should decrease significantly compared to the previous year, with a reduction of no less than 30% [40] - The 2025 National Basic Medical Insurance, Maternity Insurance, and Work Injury Insurance Drug Directory will be released, adding 114 new drugs, including 50 Class 1 innovative drugs [40] - The first version of the Commercial Health Insurance Innovative Drug Directory has also been released, including 19 drugs, such as CAR-T and Alzheimer's treatment drugs, with the new drug directory officially implemented from January 1, 2026 [40] - The National Financial Regulatory Administration has issued a notice to adjust the risk factors related to insurance companies' businesses, lowering risk factors for long-term holdings of stocks in the CSI 300 Index and the Sci-Tech Innovation Board [41] - The adjustment is expected to bring over 100 billion yuan in incremental funds to the stock market if insurance funds fully increase their allocation to corresponding stocks, significantly enhancing market liquidity [41] - Recent reports indicate that the spot price of storage chips has surged, with DDR4x particles increasing by over four times this year, while manufacturers face a tight supply chain with inventory levels below four weeks [41][42] Company News - Baidu has issued a clarification announcement stating that it is evaluating the spin-off of Kunlun Chip for listing, but does not guarantee that the spin-off and listing will proceed [43] - Vanke announced on December 5 that it has decided to give up exercising the redemption option for "21 Vanke 02" [44] - China Pacific Insurance announced that Vice President Yu Ze is under investigation for serious violations of discipline and law [44] - Muxi Co., Ltd. announced that the final winning rate for online issuance after the callback mechanism was 0.03348913% [45] - Guo Ao Technology announced that its actual controller is planning a change of control, and the stock will be suspended from trading starting December 8, with an expected suspension period of no more than two trading days [45] - Annie Co., Ltd. announced that Shengshi Tianan will become its controlling shareholder, with the actual controller changing to Li Ning and Wang Lei, and the stock will resume trading on December 8 [45] - Zhongneng Electric announced plans to acquire equity and debt from three companies, which is expected to constitute a major asset restructuring [46] - Bohai Chemical announced plans to sell 100% of Bohai Petrochemical and acquire control of Taida New Materials, leading to stock suspension [47]

Group 1: Major Transactions - Bohai Chemical is planning to sell 100% equity of Tianjin Bohai Petrochemical and acquire control of Anhui Taida New Materials through a combination of share issuance and cash payment, leading to a significant asset restructuring [1] - Zhongneng Electric is set to acquire 65% equity and debt from three companies, which may constitute a major asset restructuring but will not involve share issuance or change in control [4] - Hai Tai Development has decided to terminate the acquisition of controlling interest in Zhixueyun Technology due to disagreements on key terms, ensuring no adverse impact on normal business operations [5] Group 2: Performance Updates - Wen's shares reported a sales revenue of 3.324 billion yuan from meat chickens in November, marking a year-on-year increase of 10.18% [6] - Shuguang shares saw a 71.07% year-on-year increase in vehicle sales, totaling 207 units in November [6] - Muyuan shares experienced a decline in sales revenue from commodity pigs, reporting 9.39 billion yuan, a decrease of 20.43% year-on-year [6] - Pengding Holdings reported a 5.58% year-on-year decrease in consolidated revenue for November [6] Group 3: Industry Developments - Xiangxi Dairy reported a 6.3% month-on-month increase in fresh milk production in November, although it saw a year-on-year decline of 6.47% [7] - Baisheng Intelligent plans to acquire 51% equity in Zhongke Shengu, which focuses on the research and application of core technologies for embodied intelligent robots [7]

上纬新材：拟2600万元购买智元创新ARM嵌入式软件及通信中间件软件代码使用权 上纬新材公告称，公司拟与关联方智元创新签订《许可协议》，智元创新将其拥有的"ARM嵌入式软件 及通信中间件软件代码"授权公司使用，公司将支付智元创新合计2600万元的授权使用费。该交易构成 关联交易，但不构成重大资产重组。公司具身智能机器人业务当前处于开发阶段，尚未实现量产及规模 化销售，预计不会对2025年度业绩产生正向影响。公司目前已组建具身智能机器人研发团队，专注于面 向个人与家庭场景的产品开发（未面向工商业领域）。公司与关联方智元创新各自独立开展具身智能机 器人业务，应用场景不同，确保与关联方不构成重大不利影响的实质同业竞争。具身智能机器人行业发 展迅速，公司面临竞争加剧、技术迭代加速等巨大挑战，为加快产品开发速度，有必要通过本次交易， 进一步缩短产品开发周期，提升在新业务领域的综合竞争力。 今日焦点渤海化学：筹划出售渤海石化100%股权并购买泰达新材控制权，股票12月8日起停牌 渤海化学公告称，公司正在筹划出售天津渤海石化有限公司100%股权、通过发行股份及支付现金的方 式购买安徽泰达新材料股份有限公司的控制权。本次交易 ...