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庄园牧场涨0.81%,成交额1.51亿元,近3日主力净流入-743.80万
Xin Lang Cai Jing· 2026-01-06 07:34
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. specializes in the production, processing, and sales of dairy products and milk 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 was established on April 25, 2000, and went public on October 31, 2017. Its main business revenue composition includes sterilized milk (37.04%), fermented milk (24.37%), and other dairy products [9]. Market Position and Strategy - The company has a market share of 20% in the dairy sector in Gansu and Qinghai provinces, positioning itself as a leading dairy enterprise in the region [2]. - The company has implemented a series of integrated marketing strategies, including collaborations with tourism routes and online promotions through KOLs and live streaming to enhance market reach and sales [3]. 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, showing a year-on-year increase of 59.08% [9][10]. - The company has distributed a total of 646.93 million yuan in dividends since its A-share listing, with 12.19 million yuan distributed over the past three years [10]. Ownership and Governance - The company is a state-owned enterprise, ultimately controlled by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. - As a national-level agricultural industrialization leading enterprise, the company actively supports rural revitalization policies and engages in initiatives to increase farmers' income through various cooperative agreements [4].
牧原股份涨2.10%,成交额10.38亿元,主力资金净流出4190.51万元
Xin Lang Cai Jing· 2026-01-06 03:33
资料显示,牧原食品股份有限公司位于河南省南阳市卧龙区龙升工业园区,香港铜锣湾希慎道33号利园1 期19楼1920室,成立日期2000年7月13日,上市日期2014年1月28日,公司主营业务涉及生猪的养殖销 售、生猪屠宰。主营业务收入构成为:生猪98.68%,屠宰、肉食产品25.30%,饲料原料1.63%,其他 0.49%。 牧原股份所属申万行业为:农林牧渔-养殖业-生猪养殖。所属概念板块包括:猪肉概念、合成生物、生 态农业、乡村振兴、融资融券等。 截至9月30日,牧原股份股东户数18.56万,较上期减少11.19%;人均流通股20534股,较上期增加 12.60%。2025年1月-9月,牧原股份实现营业收入1117.90亿元,同比增长15.52%;归母净利润147.79亿 元,同比增长41.01%。 1月6日,牧原股份盘中上涨2.10%,截至10:57,报51.15元/股,成交10.38亿元,换手率0.54%,总市值 2794.21亿元。 资金流向方面,主力资金净流出4190.51万元,特大单买入1.26亿元,占比12.17%,卖出1.57亿元,占比 15.15%;大单买入2.70亿元,占比26.00%,卖出 ...
云图控股涨2.09%,成交额1.10亿元,主力资金净流出700.11万元
Xin Lang Zheng Quan· 2026-01-06 02:59
Group 1 - The core viewpoint of the news is that Yuntu Holdings has shown a positive stock performance with a 3.21% increase year-to-date and a significant rise in the last 60 days by 11.93% [1] - As of January 6, Yuntu Holdings' stock price reached 12.20 CNY per share, with a total market capitalization of 14.734 billion CNY [1] - The company reported a net outflow of 7.0011 million CNY in main funds, with large orders showing a buy of 20.4517 million CNY and a sell of 24.1252 million CNY [1] Group 2 - For the period from January to September 2025, Yuntu Holdings achieved an operating revenue of 15.870 billion CNY, reflecting a year-on-year growth of 1.10%, and a net profit attributable to shareholders of 0.675 billion CNY, up by 0.86% [2] - The company has distributed a total of 2.352 billion CNY in dividends since its A-share listing, with 0.845 billion CNY distributed in the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 7.05% to 46,200, while the average circulating shares per person increased by 7.58% to 19,093 shares [2][3]
2025思想市场年度话题|#气候搅动社会
Xin Lang Cai Jing· 2025-12-30 06:40
【编者按】2025年即将过去,短短一年间,我们见证了太多的变化。在这个信息爆炸的时代,人工智能 的发展加速模糊了现实与虚拟的边界,不断涌现出的媒介形式争先恐后地抢夺着我们的注意力,无处不 在的社交媒体已经开始影响青少年的心理健康。数码时代改变了我们的语言,甚至能操控情感……智通 财经·思想市场对本栏目在过去一年间刊发的稿件进行了回顾,尝试将反复出现的现象串连起来,从中 梳理出了2025年的八个年度话题。在这次并不完备的翻检当中,我们希望短暂地跳出技术设定的视角, 去反思我们与真实的世界的互动:去观察人们与动物、植物与食物的关系,去理解气候如何搅动社会, 去感受世界主义的退潮,去体会爱、死亡与生命的可能性。当世界的声音越来越嘈杂,我们越要去倾听 潜流正在向何方涌动。 两大起源:一是受人智学影响、强调健康与自然但政治光谱复杂的"有机农业运动";二是源于法国西部 工会传统、受马克思主义影响的"工人-农民运动",后者强调反对农工业综合体的剥削,追求农业的经 济自主性。这两股力量在1980年代后期逐渐合流,形成了"农民联盟",将"农民"身份政治化,以对抗主 流的工业化农业模式。 文章指出,生态农业在发展中不断面临挑战, ...
大咖面对面 战旗村里话振兴
Xin Lang Cai Jing· 2025-12-27 17:39
转自:成都日报锦观 全国著名"三农"学者温铁军解码成都实践智慧 大咖面对面 战旗村里话振兴 12月27日,全国著名"三农"学者温铁军教授专程来到成都市郫都区战旗村,深度解读战旗村以党建引领 集体经济发展的实践智慧,为来自全国各地的学员现场解码乡村振兴的"战旗密码",并接受本报记者独 家专访,为成都"十五五"时期农业农村现代化工作建言。 被誉为全国农村改革"试验田"的战旗村,是"党建引领发展壮大新型农村集体经济"的鲜活范本。它曾敲 响四川集体经营性建设用地入市"第一槌",如今通过"党建引领+三产融合+生态优先"模式,实现了集体 资产的全面"激活"。村集体资产达亿元,村民年人均可支配收入超4万元,年接待游客超百万人次,获 得了"战旗飘飘,名副其实"的高度赞誉。 研修班上,温铁军教授以《中国式现代化与乡村振兴新格局》为题进行主旨授课。他指出,战旗村探索 的"党组织领导下的股份合作机制""集体资产保值增值路径"与"农民主体激活模式",深刻践行了"资源 变资产、资金变股金、农民变股东"的改革要求,确保了集体经济发展的正确方向和强劲动力。 课程采用"沉浸式研学"模式,学员不仅深度走访了作为"标杆引领型"村庄的战旗村,还调 ...
深耕湘南十六载 生态 “和橙” 书写绿色发展实践
Xin Lang Cai Jing· 2025-12-26 06:42
转自:消费日报网 近日,湖南宜章两万多亩脐橙基地迎来丰产季,预计年产量达1200万斤。这片由香港投资者李道德牵头打造的生 态果园,历经16年培育,已形成完整的绿色种植体系,其打造的"和橙"品牌成为粤港澳市场上颇具口碑的有机农 产品代表。 (图3:和橙苗圃) 2016年,"和橙"品牌在香港上市,以18港元/个的定位切入市场,10万斤产品五天内售罄,凭借品质获得消费者认 可。"和橙"之名,源自"和谐共生"的种植理念,体现了生态农业与自然协调发展的追求。为进一步严控品质, 2018年项目追加投资2000万建成选果厂,采用国内先进选果设备,从外观、形状、糖度等多维度进行分级筛选, 商品果选果率不足30%,确保上市产品均符合高标准。 (图1:和橙基地) 2010年,李道德携资金进入湖南宜章,着手开发当地弃耕荒山。此前,他已在香港工业领域积累了丰富资源,且 长期参与公益助学事业。2004年参与"助学长征"公益活动后,他持续十年资助山区学子,累计帮扶500余人。在 公益实践中,他关注到山区农业发展的短板,萌生了打造现代化生态农业样板的想法,希望通过农业模式创新助 力乡村发展。 为实现生态种植目标,李道德团队前期进行了大量探 ...
全球观·中国策丨专访樊胜根:增强农村发展韧性要打出 “技术+市场+政策” 组合拳
Sou Hu Cai Jing· 2025-12-26 01:36
增强韧性:农食系统转型与中国启示 编者按 为更好了解国际理论前沿和有价值观点、提升政策研究和决策咨询工作能力和水平,2023年国务院发展研究中心启动国际合作开放研究平台建设,机制性 邀请国际一流专家学者来访,与中心主要负责人、相关负责人、有关研究部门深入交流研讨。两年多来,已有六十多位国际知名专家学者、外国政府前官 员、国际经济组织官员或前官员受邀来访中心,就中国经济和世界经济中的重要问题分享观察见解和研究思考。这些跨越国界、充满智慧的真知灼见,不 仅能为中国发展提供镜鉴,也为世界理解中国打开了新的窗口。为将这些前沿思想分享给业界及企业,中国经济时报自2025年9月22日起开设"全球观·中 国策"版面,聚焦前沿理论与学术观点,以深度报道架起中外思想者对话的桥梁。本期聚焦"增强韧性:农食系统转型与中国启示",以美国康奈尔大学教 授、美国国家科学院院士克里斯托弗·巴雷特近期在国研中心国际合作开放研究平台学术讲座上的主要观点及与专家的对话,探讨"十五五"时期如何走出 一条具有韧性的农食系统转型与中国发展之路。 深度对话 ■中国经济时报记者 张一鸣 面对气候变化、地缘冲突、市场波动等多重冲击,全球农食系统的脆弱性日益 ...
庄园牧场跌2.21%,成交额3.95亿元,近3日主力净流入-2.62亿
Xin Lang Cai Jing· 2025-12-25 07:46
Core Viewpoint - The news highlights the performance and strategic initiatives of Lanzhou Zhuangyuan Pasture Co., Ltd., focusing on its market position in the dairy industry and its efforts in brand promotion and rural revitalization. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. is primarily engaged in the production, processing, and sales of dairy products and milk 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][3][9]. Financial Performance - For the period from January to September 2025, the company reported a revenue of 629 million yuan, representing a year-on-year decrease of 3.10%. The net profit attributable to the parent company was -48.44 million yuan, showing a year-on-year increase of 59.08% [9]. Market Position - The company has established itself as a leading dairy product enterprise in Gansu and Qinghai, with a market share of approximately 20% [3]. Strategic Initiatives - The company has implemented a series of integrated marketing strategies, including leveraging tourism routes to promote new products and enhancing online sales through platforms like Douyin and Xiaohongshu [2][4]. - It has also focused on rural revitalization by engaging with local cooperatives and farmers, promoting income growth through logistics agreements and order-based procurement models [4]. Ownership and Governance - The company is a state-owned enterprise, ultimately controlled by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. Shareholder Information - As of September 30, 2025, the company had 18,100 shareholders, a decrease of 12.97% from the previous period, with an average of 9,466 circulating shares per person, an increase of 14.91% [9][10].
远大控股涨2.01%,成交额979.98万元,主力资金净流入5.85万元
Xin Lang Cai Jing· 2025-12-25 01:59
Group 1 - The core viewpoint of the news is that Yuanda Holdings has shown a significant increase in stock price and trading activity, indicating positive market sentiment and potential investment interest [1][2]. - As of December 25, Yuanda Holdings' stock price rose by 2.01% to 8.11 CNY per share, with a total market capitalization of 4.109 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 41.04%, with notable gains over various trading periods: 3.44% in the last 5 days, 2.40% in the last 20 days, and 24.58% in the last 60 days [1]. Group 2 - Yuanda Holdings operates primarily in the commodity trading sector, with 99.36% of its revenue derived from this business, while other segments contribute minimally [1][2]. - For the period from January to September 2025, the company reported a revenue of 63.484 billion CNY, reflecting a year-on-year decrease of 4.68%, but the net profit attributable to shareholders increased by 142.30% to 32.181 million CNY [2]. - The company has a shareholder base of 22,500 as of September 30, with a slight increase of 2.06% compared to the previous period, and the average number of tradable shares per shareholder decreased by 2.47% [2]. Group 3 - Yuanda Holdings has distributed a total of 195 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3].
鲁西化工涨2.03%,成交额1.07亿元,主力资金净流出134.79万元
Xin Lang Cai Jing· 2025-12-24 02:42
Group 1 - The core viewpoint of the news is that Lu Xi Chemical has shown a significant increase in stock price and trading activity, with a year-to-date increase of 37.30% and a recent trading volume of 1.07 billion yuan [1] - As of September 30, 2025, Lu Xi Chemical reported a revenue of 21.918 billion yuan, reflecting a year-on-year growth of 1.57%, while the net profit attributable to shareholders decreased by 35.03% to 1.023 billion yuan [2] - The company has distributed a total of 9.885 billion yuan in dividends since its A-share listing, with 2.167 billion yuan distributed over the past three years [3] Group 2 - Lu Xi Chemical's main business revenue composition includes 66.07% from new chemical materials, 20.11% from basic chemicals, 12.06% from fertilizers, and 1.76% from other products [1] - The company has a total market capitalization of 29.650 billion yuan, with a trading turnover rate of 0.36% [1] - As of September 30, 2025, the number of shareholders decreased by 33.15% to 67,500, while the average circulating shares per person increased by 49.59% to 28,212 shares [2]