兰州庄园牧场股份有限公司（简称"庄园牧场"）近日发布公告显示，公司第二大股东马红富所持庄园牧 场全部股权已被法院冻结，约占公司总股本的16.47%。马红富已向法院提出执行管辖权异议，并计划 向法院申请不予执行。 资料显示，马红富曾是庄园牧场实控人、董事长，2020年3月被曝出向银行高管行贿。次年，马红富将 庄园牧场控制权转让给甘肃省农垦集团有限责任公司，卸任董事长职务。根据股权转让协议，由于庄园 牧场2021年-2023年未完成业绩承诺，马红富身背2030.55万元业绩补偿款，直至2025年5月还有1360.55 万元逾期未支付。马红富个人也因此收到深交所监管函。 庄园牧场未达成业绩承诺背后，与近年来上游奶价下行、下游市场竞争激烈有关，其布局全国市场的目 标也徘徊不前。随着新希望乳业、光明乳业、君乐宝陆续加码西北市场布局，庄园牧场核心市场竞争压 力也随之加大。 2020年3月，一份判决书揭开时任庄园牧场董事长马红富行贿的事实。裁判文书显示，为获得短期流动 贷款支持，2015年至2018年春节期间，庄园牧场董事长马红富先后4次以拜年之名，向农业发展银行甘 肃省分行营业部原总经理杨晓明进行现金行贿，合计约15万元 ...

市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 07 月 01 日 星期二 [Table_Summary] 概览 核心观点 【市场回顾】 周一 A 股三大指数集体收涨，截止收盘，沪指收涨 0.59%，深成指收 涨 0.83%，创业板指收涨 1.35%。沪深两市成交额 14866.37 亿元。申 万行业方面，国防军工、传媒、通信领涨，非银金融、银行、交通运 输领跌；概念板块方面，兵装重组概念、脑机接口、光刻机涨幅居前， 期货概念、金属锌、乳业跌幅居前。港股方面，恒生指数收跌 0.87%， 恒生科技指数收跌 0.72%；海外方面，美国三大指数集体收涨，道指 收涨 0.63%，标普 500 收涨 0.52%，纳指收涨 0.47%。 【重要新闻】 【6 月份，我国制造业、非制造业和综合 PMI 分别为 49.7%、50.5%和 50.7%】国家统计局公布，6 月份，我国制造业、非制造业和综合 PMI 分别为 49.7%、50.5%和 50.7%，比上月上升 0.2、0.2 和 0.3 个百分 点，三大指数均有所回升。装备制造业、高技术制造业和消费品行业 ...

Group 1 - The dairy sector experienced a decline of 0.06% as of the market close on June 30, ranking among the top losers in concept sectors [1][2] - Major stocks within the dairy sector that saw significant declines include Yangguang Dairy, *ST Tianshan, and Huanlejia, while stocks that increased include Lihigh Food, Miaokelando, and Ketaobiotech, with respective gains of 3.35%, 2.66%, and 1.30% [1][2] - The dairy sector faced a net outflow of 221 million yuan from main funds today, with 25 stocks experiencing net outflows, and 9 stocks seeing outflows exceeding 10 million yuan [2][3] Group 2 - The top net outflow stock was Yili Group, with a net outflow of 37.59 million yuan, followed by Huanlejia, Beiyinmei, and Yangguang Dairy, with net outflows of 37.47 million yuan, 36.78 million yuan, and 20.36 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflow included New Dairy, Miaokelando, and Panda Dairy, with net inflows of 22.16 million yuan, 3.98 million yuan, and 3.12 million yuan respectively [2][3] - The overall trading activity in the dairy sector showed that 13 stocks increased while others faced declines, indicating mixed investor sentiment [1][2]

齐鲁晚报·齐鲁壹点 李牧青 近日，又一乳企向北交所发起冲击。6月25日，贵州南方乳业股份有限公司（以下简称"南方乳业"）公告，公司拟公开发行股票并在北交所上市，公司在中 信证券的辅导下，已通过中国证券监督管理委员会贵州监管局的辅导验收。 | | | 业绩增速放缓，一年内两任董事长先后辞职 南方乳业主要从事乳制品及含乳饮料的制造与销售业务，主要产品包括各类低温乳制品（巴氏杀菌乳、发酵乳、低温调制乳）、常温乳制品（灭菌乳、调制 乳）、含乳饮料、其他乳制品及生鲜乳等。目前公司拥有"山花""花都牧场""贵草"等乳制品品牌。 据国家统计局数据统计，近年来我国内奶类产量整体呈上升趋势，于2023年达到高点；2024年因为生鲜乳市场供需失衡，导致生鲜乳价格持续下行，奶类产 量小幅下降，预计2025年行业有望达到供需平衡。 | 盈利能力 | 本期 | 上年同期 | 增减比例% | | --- | --- | --- | --- | | 营业收入 | 1.816.552.949.51 | 1,804,878,190.23 | 0.65% | | 毛利率% | 28.15% | 24.44% | | | 归属于挂牌公司股东的净利 ...

近期，A股又迎来一家乳制品IPO。 | 项目 | 2024年12月31日 | 2023年12月31日 | 2022年12月31日 | | --- | --- | --- | --- | | | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 2.616.981.895.02 | 2.877.935.933.42 | 2.466.245.971.71 | | 股东权益合计(元) | 1.927.458.740.20 | 1,732,122,402.44 | 1.628.434.627.44 | | 归属于母公司所有者的股东权 | 1.744.852.315.96 | 1.547,096,404.10 | 1.433.151.498.87 | | 益(元) | | | | | 资产负债率(母公司)(%) | 22.23 | 37.38 | 33.02 | | 营业收入(元) | 1.816.552.949.51 | 1.804.878.190.23 | 1.575.395.158.41 | | 毛利率(%) | 28.15 | 24.44 | 24.61 | | 净利润(元) ...

新华社阿姆斯特丹6月25日电 专访｜国际乳联呼吁深化欧中乳业合作——访国际乳品联合会总干事劳 伦斯·赖肯 新华社记者王湘江 马志异 "中国正通过创新与科技发展积极建立连接欧洲等传统乳品市场的桥梁。欧中可以开展更深入的合作， 取长补短、共同推动全球乳业的创新和可持续发展。"国际乳品联合会（简称国际乳联）总干事劳伦斯· 赖肯日前接受新华社记者专访时表示。 谈及对中国的印象时，赖肯说，她在今年5月首次访问中国，亲眼看到中国企业如何协作，并推动一系 列新产品开发上市。"让我特别感兴趣的是，中国企业通过技术手段将食品便捷地送达各地，以及乳品 如何被应用于饮品、奶茶等各类消费场景中。中国在提高乳品消费普及度方面的努力与成效，给我留下 了非常深刻的印象。"她说。 赖肯日前在荷兰阿姆斯特丹召开的第十八届全球乳业大会期间表示，全球乳业正经历快速变革，供应与 需求都在发生深刻调整。中国是人口大国，对乳品需求持续上升。在老龄化背景下，保障人口健康和全 面发展是未来全球乳业面临的重要课题。欧洲与中国之间的联系非常紧密，双方优势互补，合作空间广 阔。 她表示，欧洲在制作发酵乳品、酸奶和奶酪方面拥有丰富经验，而中国在创新和科技方面发展迅 ...

Group 1 - The 27th Shanghai International Film Festival was successfully held from June 13 to June 22, with Bright Dairy as the official partner and designated dairy product provider, showcasing its Bright Youbei series through product innovation, scene interaction, and cultural resonance [1] - Bright Youbei created a "Protection Zone" at the red carpet event, themed "More Active Nutrition Protection," which attracted significant attention on social media, highlighting the brand's dual promotional focus on "fresh nutrition + star power" [2] - During the film festival, Bright Youbei engaged audiences with multiple surprises, including a "Scan to Win Points" interactive activity, allowing consumers to win movie tickets by purchasing specially marked products, and launched a custom product packaging inspired by film reels [2] Group 2 - Bright Youbei collaborated with Shanghai Daguangming Cinema to create a "City of Movies" themed cinema, featuring interactive elements such as stamping and photo opportunities, enhancing the viewing experience for audiences [3] - Since announcing a strategic partnership with the Shanghai International Film and Television Festival on May 22, Bright Dairy has integrated film-related elements into its products, enhancing the audience's appreciation of film art and creating memorable experiences [4] - The brand focused on "stronger protection" during the festival, leveraging product innovation to activate consumption scenarios and empower brand value through film culture IP, aiming to provide a dual experience of "nutrition + art" [4]

高压氧舱概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002173 | 创新医疗 | -2.29 | 36.76 | -30813.97 | | 002172 | 澳洋健康 | -7.93 | 17.53 | -2701.35 | | 600257 | 大湖股份 | -1.74 | 2.52 | -853.17 | | 300143 | 盈康生命 | -1.27 | 0.88 | -679.71 | | 000919 | 金陵药业 | -1.76 | 1.46 | -668.73 | | 688425 | 铁建重工 | -1.48 | 1.06 | -516.34 | | 605001 | 威奥股份 | -2.54 | 2.03 | -184.61 | | 000516 | 国际医学 | -2.66 | 1.76 | 42.78 | | 601567 | 三星医疗 | 1.30 | 0.87 | 124.28 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | ...

Core Viewpoint - The collaboration between Bright Dairy and the Shanghai International Film Festival highlights the integration of dairy products with high-end cultural events, showcasing the brand's commitment to innovation and cultural resonance [2][16]. Group 1: Event Participation - Bright Dairy's flagship product, Bright Youbei, was prominently featured at the 27th Shanghai International Film Festival, emphasizing its "strong protective power" theme [2][5]. - The brand's protection zone at the red carpet event attracted significant attention, with numerous stars and creators stopping to take photos, making it a highlight of the opening night [5][10]. Group 2: Brand Engagement - Brand ambassador Wu Lei's presence at the event added a personal touch, as he shared nostalgic memories related to Bright Dairy, enhancing the emotional connection between the brand and the audience [7][15]. - Bright Youbei launched interactive activities during the festival, such as a "scan to win points" campaign, allowing consumers to win movie tickets, thereby enhancing consumer engagement [10][12]. Group 3: Product Innovation - The new Bright Youbei 5.0 product features 300mg/L of immunoglobulin and 5.0g/100ml of fresh milk protein, aligning with the festival's theme of "every frame is life" [10][16]. - The product's packaging was specially designed to reflect the film festival's spirit, incorporating elements of film and city landmarks, which further connects the product to the cultural event [10][12]. Group 4: Strategic Collaboration - Since announcing its strategic partnership with the Shanghai International Film and Television Festival on May 22, Bright Dairy has focused on merging the nutritional attributes of its products with the cultural value of film [15][16]. - The festival, running until June 22, serves as a platform for Bright Dairy to explore innovative models that link dairy products with cultural experiences, aiming to enhance brand value and consumer experience [16].

转自：草原云 6月12日，在第四届中非经贸博览会期间，商务部外贸发展事务局与内蒙古自治区商务厅于长沙国际会 议中心联合举办"内蒙古乳业企业进非洲对接洽谈会"。 伊利集团副总裁耿跃说："本次洽谈会聚焦非洲市场，对我们的意义重大。非洲市场充满活力，乳制品 消费潜力巨大，但本地供应链和营养升级需求仍有待挖掘。伊利希望通过此次对接会，与非洲伙伴在技 术、产业链和产品创新方面深度合作。本届中非经贸博览会上我们带来的液态奶、冷饮、奶粉等全品类 产品，既能满足非洲消费者对高品质乳制品的需求，也能通过本地化合作助力非洲乳业发展。"据了 解，目前伊利的全球合作伙伴总计2000多家，遍及6大洲，分布在39个国家，产品销往60多个国家和地 区。 长沙国际会议中心。 "内蒙古乳业企业进非洲对接洽谈会"在长沙举办。 来自内蒙古的乳业领军企业与非洲多国政商代表100余人齐聚长沙，以"创聚湘蒙 链动非洲"为主题，共 商合作新机遇。双方围绕产品供应、市场拓展、品牌推广、技术合作等议题深入交流洽谈。内蒙古乳业 企业重点介绍了其在生产技术、质量控制、产品创新等方面的优势，以及面向非洲市场的定制化方案。 非洲代表则分享了当地市场需求特点、消费趋势 ...