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庄园牧场跌0.81%,成交额1.11亿元,今日主力净流入-737.49万
Xin Lang Cai Jing· 2025-08-28 07:53
来源:新浪证券-红岸工作室 8月28日,庄园牧场跌0.81%,成交额1.11亿元,换手率6.67%,总市值19.07亿元。 异动分析 乳业+网红经济+乡村振兴+生态农业+国企改革 1、兰州庄园牧场股份有限公司主要从事乳制品和含乳饮料的生产、加工、销售及奶牛养殖业务,产品 包括以荷斯坦牛奶为主要原料的巴氏杀菌乳、灭菌乳、调制乳、发酵乳、含乳饮料等各类液态乳制品, 分别主要拥有"庄园牧场"、"圣湖"、"东方多鲜庄园"三个乳品品牌。 2、2024年半年报:公司实施了一系列整合营销策略, 通过"天水—敦煌"旅游路线, 将新品与河西走廊 大 IP 结合, 借助河西走廊及天水热度, 促进市场拓展与终端销售。 线上开发甘肃特产店,推动低温 产品销售, 通过 KOL 视频与直播带货广泛推广。 线下拓展了天水、 兰州等城市主题驿站和旅游特产 渠道, 优化品牌自助机形象与传播, 提升品牌知名度。 依托甘肃文旅热度, 通过抖音、 小红书等平 台的 KOL 与大 V 传播, "老兰州"系列产品提高了品牌知名度和产品搜索量。 资金分析 今日主力净流入-737.49万,占比0.07%,行业排名17/27,连续3日被主力资金减仓;所属行业 ...
重庆践行“两山”理念 推进农业绿色发展 生产向绿 产品向优 产业向新
Ren Min Ri Bao· 2025-08-27 21:48
Core Viewpoint - The article highlights the successful implementation of ecological agriculture in Chongqing, emphasizing the integration of environmental sustainability with economic development, particularly through innovative agricultural practices and efficient resource utilization. Group 1: Agricultural Practices - Chongqing has adopted a circular agricultural model, transforming waste into organic fertilizer, thereby creating a closed-loop ecological agriculture system [1][2] - In Wanzhou District, 93.5% of livestock manure is utilized, contributing to the nourishment of 410,000 acres of citrus orchards, showcasing an effective "pig-fertilizer-fruit-feed" ecological chain [2] - The introduction of high-standard agricultural practices, such as the "畜(禽)—沼—果(菜)" model, has led to the establishment of 25,000 demonstration bases for integrated farming [3] Group 2: Product Quality and Branding - The Wushan County's "Crispy Li" fruit has gained a reputation for quality, with an expected annual production of 200,000 pounds and projected income exceeding 1 million yuan [4][6] - The brand management of Wushan Crispy Li includes strict compliance with trademark usage and a traceability system, enhancing its market value [5][6] - The overall sales revenue for Wushan Crispy Li is anticipated to reach approximately 1.4 billion yuan, with a 10% increase in unit price compared to previous years [6] Group 3: Technological Integration - The use of smart agricultural technologies, such as automated drip irrigation and digital management systems, has significantly improved productivity in fruit orchards [7][8] - The establishment of a cooperative model in villages has led to professionalized operations, enhancing resource management and marketing efforts [8][9] - The integration of e-commerce and live streaming for sales has resulted in substantial increases in fruit sales, with targets set for further growth [9]
我在巴西“森林”种香蕉
Hu Xiu· 2025-08-27 12:04
一、从香蕉开始的旅程 香蕉是我过去近一年旅程里接触最多的植物之一。从非洲到巴西,这一路上我看了吃了不少香蕉——油锅里炸的、和西红柿一起炖的、用黄油煎的;如手 臂一样长的、和手指一样短的、杨柳细腰的、膀大腰圆的……虽然也常会感到新奇,但香蕉从未像现在这般"立体"地出现在我的世界里。 这也如同我在巴西混农林业农场的工作:在这个高密度、不同作物混合种植的系统里,不但要对植株本身有所了解,还要对一类植株在整个生态系统中的 位置有深刻的体会。对植株动态的理解给我的工作增添了不少的乐趣,我总是沉浸在对自然的惊叹当中。 而我之所以对生态农业感兴趣,既是因为这和我在研究生学习哲学时候关心的话题相关,如殖民主义、资本主义、生活方式和生命意义;也是因为生态农 业能在生活层面让我感到满足——能保证充足的运动和健康的饮食。在花了将近一年时间,游历了肯尼亚、坦桑尼亚、南非和巴西的农场后,现在我来到 了云南,想在中国这片土地上实践我学习到的知识与技能。 二、农场变森林的香蕉园 故事还要从Louis的农场说起。 Louis是我在巴西的第二个农场主,他的农场坐落于巴西巴拉那州大西洋沿岸雨林(Atlantic Rainforest)边缘的一个 ...
庄园牧场跌0.49%,成交额7740.01万元,今日主力净流入-564.23万
Xin Lang Cai Jing· 2025-08-26 08:18
异动分析 1、兰州庄园牧场股份有限公司主要从事乳制品和含乳饮料的生产、加工、销售及奶牛养殖业务,产品 包括以荷斯坦牛奶为主要原料的巴氏杀菌乳、灭菌乳、调制乳、发酵乳、含乳饮料等各类液态乳制品, 分别主要拥有"庄园牧场"、"圣湖"、"东方多鲜庄园"三个乳品品牌。 2、2024年半年报:公司实施了一系列整合营销策略, 通过"天水—敦煌"旅游路线, 将新品与河西走廊 大 IP 结合, 借助河西走廊及天水热度, 促进市场拓展与终端销售。 线上开发甘肃特产店,推动低温 产品销售, 通过 KOL 视频与直播带货广泛推广。 线下拓展了天水、 兰州等城市主题驿站和旅游特产 渠道, 优化品牌自助机形象与传播, 提升品牌知名度。 依托甘肃文旅热度, 通过抖音、 小红书等平 台的 KOL 与大 V 传播, "老兰州"系列产品提高了品牌知名度和产品搜索量。 3、据2023年4月13日互动易回复:庄园牧场作为国家级农业产业化龙头企业,一如既往地积极响应国家 关于实现乡村振兴的政策,坚定不移地支持全面推进乡村振兴的各项工作。公司在确保稳健经营的基础 上,通过产业链带动方式践行乡村振兴工作,主要包括与公司驻地合作社签订物流配送协议支付物流 ...
扬农化工涨2.08%,成交额1.03亿元,主力资金净流入112.85万元
Xin Lang Cai Jing· 2025-08-26 02:29
资料显示,江苏扬农化工股份有限公司位于江苏省扬州市邗江区开发西路203号扬农大厦,成立日期 1999年12月10日,上市日期2002年4月25日,公司主营业务涉及农药产品的研发、生产和销售。主营业 务收入构成为:原药58.64%,贸易20.65%,制剂18.78%,其他1.93%。 8月26日,扬农化工盘中上涨2.08%,截至10:03,报72.73元/股,成交1.03亿元,换手率0.36%,总市值 294.85亿元。 资金流向方面,主力资金净流入112.85万元,特大单买入430.75万元,占比4.17%,卖出546.93万元,占 比5.30%;大单买入2581.88万元,占比25.02%,卖出2352.84万元,占比22.80%。 扬农化工今年以来股价涨27.17%,近5个交易日涨14.00%,近20日涨3.72%,近60日涨29.53%。 分红方面,扬农化工A股上市后累计派现27.35亿元。近三年,累计派现10.40亿元。 机构持仓方面,截止2025年6月30日,扬农化工十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1629.28万股,相比上期增加75.48万股。易方达裕丰回报债券A(0 ...
扬农化工涨2.00%,成交额2.80亿元,主力资金净流出516.01万元
Xin Lang Zheng Quan· 2025-08-25 06:54
8月25日,扬农化工盘中上涨2.00%,截至14:24,报71.28元/股,成交2.80亿元,换手率0.99%,总市值 288.97亿元。 资金流向方面,主力资金净流出516.01万元,特大单买入2016.74万元,占比7.19%,卖出1817.73万元, 占比6.48%;大单买入4373.03万元,占比15.60%,卖出5088.05万元,占比18.15%。 分红方面,扬农化工A股上市后累计派现27.35亿元。近三年,累计派现10.40亿元。 机构持仓方面,截止2025年6月30日,扬农化工十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1629.28万股,相比上期增加75.48万股。易方达裕丰回报债券A(000171)位居第六大流 通股东,持股537.39万股,相比上期减少108.72万股。易方达新收益混合A(001216)位居第七大流通 股东,持股459.17万股,相比上期减少140.98万股。中泰星元灵活配置混合A(006567)位居第八大流 通股东,持股432.19万股,相比上期减少70.94万股。南方中证500ETF(510500)位居第九大流通股 东,持股360.37万股,为新进股 ...
远山的回响|一粒米的密码:谢坪村梯田的“硒谷”奇迹
Yang Guang Wang· 2025-08-23 04:03
Core Viewpoint - The article highlights the transformation of Xieping Village in Jiangxi's Yichun region, showcasing how the integration of AI technology and ecological agriculture has revitalized the community and its agricultural practices, leading to a successful rural revitalization initiative [2][33]. Group 1: Agricultural Transformation - Xieping Village faced challenges such as soil compaction and low productivity, leading to a near-abandonment of its terraced fields [3][12]. - The village's leadership initiated a project to cultivate "selenium-rich" rice, leveraging the unique soil properties to enhance agricultural output and attract tourism [7][11]. - The average investment for cultivating one acre of rice was approximately 2,000 yuan, but initial yields were disappointing, resulting in significant financial losses for the cooperative [12][24]. Group 2: Community Engagement and Investment - A cooperative was formed with contributions from local expatriates, raising 700,000 yuan to fund the selenium-rich rice project, driven by a shared commitment to the village's future [11][12]. - The community's trust in local leaders played a crucial role in mobilizing resources and support for the agricultural initiative [11][27]. Group 3: Scientific Collaboration - Collaboration with researchers from the Chinese Academy of Sciences led to soil improvement strategies, addressing issues such as low organic matter and soil acidity [15][22]. - The successful cultivation of selenium-rich rice was achieved through innovative agricultural practices and scientific research, marking a significant turnaround for the village [22][33]. Group 4: Economic Impact - The cooperative's revenue per acre increased dramatically from less than 900 yuan to 12,000 yuan, demonstrating the economic viability of the new agricultural model [24][27]. - The rise in popularity of the selenium-rich rice has led to increased tourism and local engagement, creating a vibrant economic ecosystem around the agricultural practices [23][30].
远山的回响丨一粒米的密码:谢坪村梯田的“硒谷”奇迹
Yang Guang Wang· 2025-08-23 01:18
编者按:央广网《远山的回响》系列报道推出第五季《山水人间二十年》,聚焦"绿水青山就是金山银山"理念提 出二十载的时代回响。二十载山河巨变,千万个"余村"涌现。他们是"两山"滋养的新生代,用AI技术嫁接生态农 业,以创客思维激活田园梦想,让陈旧老屋变身"共益社区"……青春与青山双向奔赴,山水间的幸福画卷,如今 正在变成现实。 谢坪村坐落在江西宜春明月山的最深处(央广网记者 郇康新摄) 谢坪村位于江西宜春明月山景区的大山深处。虽然地处景区,但是游客鲜少踏足这里的土地。"景观、特色,要 啥没啥,我们村只能干眼馋。"何良汉说这话时,脸上满是无奈。 层层叠叠的梯田如同老人脸上沧桑的褶皱,静默地匍匐在江西明月山的怀抱之中。 江西宜春明月山深处的谢坪村梯田,曾因土壤板结、效益低下而濒临撂荒。 2022年开始,明月山温泉风景名胜区温汤镇谢坪村党支部书记郑春模决心带领大家一同打造"富硒"稻米梯田,一 场破釜沉舟的"攻坚战"就此展开,经历挫折与科技攻坚,这片沉睡的土地终被唤醒。 如今,金黄的稻浪翻滚云端,富硒米香飘出山坳,谢坪村梯田以农耕文明融合文旅发展,书写了一粒米撬动乡村 振兴的"硒谷"奇迹。 清明:细雨中的梯田 2022年 ...
福成股份跌2.08%,成交额2477.35万元,主力资金净流出338.30万元
Xin Lang Cai Jing· 2025-08-22 03:07
福成股份所属申万行业为:农林牧渔-养殖业-其他养殖。所属概念板块包括:生态农业、低价、国产乳业、预制菜、小盘等。 截至3月31日,福成股份股东户数3.15万,较上期减少10.04%;人均流通股25949股,较上期增加11.16%。2025年1月-3月,福成股份实现营业收入2.65亿元,同比增长13.82%;归母净利 分红方面,福成股份A股上市后累计派现8.47亿元。近三年,累计派现1.15亿元。 责任编辑:小浪快报 福成股份今年以来股价涨19.07%,近5个交易日涨0.98%,近20日跌0.77%,近60日涨1.37%。 今年以来福成股份已经4次登上龙虎榜,最近一次登上龙虎榜为4月8日。 资料显示,河北福成五丰食品股份有限公司位于河北省三河市燕郊高新技术园区京榆大街963号,成立日期1998年3月18日,上市日期2004年7月13日,公司主营业务涉及畜牧养殖及加工业、餐 8月22日,福成股份盘中下跌2.08%,截至10:28,报5.17元/股,成交2477.35万元,换手率0.58%,总市值42.33亿元。 资金流向方面,主力资金净流出338.30万元,大单买入292.91万元,占比11.82%,卖出631. ...
江山股份跌2.01%,成交额5957.75万元,主力资金净流出322.93万元
Xin Lang Cai Jing· 2025-08-22 03:01
Group 1 - The core viewpoint of the articles highlights the recent performance and financial metrics of Jiangshan Co., Ltd, including stock price movements and trading volumes [1][2] - As of August 22, Jiangshan's stock price decreased by 2.01% to 23.86 CNY per share, with a total market capitalization of 10.275 billion CNY [1] - Year-to-date, Jiangshan's stock price has increased by 66.27%, with a 6.23% rise over the last five trading days and a 23.63% increase over the last 60 days [1] Group 2 - As of March 31, Jiangshan had 21,800 shareholders, an increase of 4.61% from the previous period, with an average of 19,717 circulating shares per shareholder, down by 4.40% [2] - For the first quarter of 2025, Jiangshan reported a revenue of 1.746 billion CNY, reflecting a year-on-year growth of 10.15% [2] - Since its A-share listing, Jiangshan has distributed a total of 2.499 billion CNY in dividends, with 1.106 billion CNY distributed over the past three years [2] Group 3 - Jiangshan Co., Ltd specializes in agricultural chemicals, primarily focusing on herbicides and insecticides, and is categorized under the basic chemical industry [1] - The company is involved in several concept sectors, including ecological agriculture, glyphosate, rural revitalization, biopesticides, and phosphorus chemicals [1]