Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is facing challenges in the traditional dairy industry but is exploring new opportunities in the pet food sector with the launch of its brand "Safiyy" at the Asia Pet Expo [3]. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and dairy beverages, as well as dairy cattle farming. Its product range includes pasteurized milk, sterilized milk, modified milk, fermented milk, and various liquid dairy products under the brands "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2][8]. - The company was established on April 25, 2000, and went public on October 31, 2017. It is located in Lanzhou, Gansu Province [8]. 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%. The net profit attributable to the parent company was -48.44 million yuan, showing a year-on-year increase of 59.08% [9]. - The company's main business revenue composition includes sterilized milk (37.04%), fermented milk (24.37%), modified milk (22.21%), pasteurized milk (8.20%), fresh milk (4.60%), and other products (2.77%) [9]. Market Position and Strategy - The company has a market share of 20% in the dairy product sector in Gansu and Qinghai, positioning itself as a leading enterprise in the region [3]. - The company has implemented a series of integrated marketing strategies, including leveraging tourism routes and online platforms to promote new products and enhance brand visibility [2]. Ownership and Control - The company is a state-owned enterprise, ultimately controlled by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4]. Recent Developments - The company has introduced a new pet food brand "Safiyy," which features a unique "milk beef" as a core ingredient, aiming to tap into the growing pet food market [3].

12月23日，史丹利盘中上涨2.06%，截至10:50，报9.92元/股，成交4945.62万元，换手率0.59%，总市值 114.27亿元。 资金流向方面，主力资金净流入198.46万元，特大单买入305.30万元，占比6.17%，卖出412.86万元，占 比8.35%；大单买入942.39万元，占比19.06%，卖出636.37万元，占比12.87%。 史丹利今年以来股价涨40.21%，近5个交易日涨4.75%，近20日涨5.31%，近60日涨8.47%。 资料显示，史丹利农业集团股份有限公司位于山东省临沂市临沭县史丹利路，成立日期1998年7月15 日，上市日期2011年6月10日，公司主营业务涉及复合肥料、新型肥料的研发生产及销售、粮食收储、 农技服务、农业信息咨询、农资贸易等。主营业务收入构成为：氯基复合肥50.51%，新型肥料及磷肥 等26.01%，硫基复合肥20.29%，其他(补充)3.19%。 截至9月30日，史丹利股东户数3.31万，较上期减少7.15%；人均流通股25937股，较上期增加7.70%。 2025年1月-9月，史丹利实现营业收入92.90亿元，同比增长17.91%；归母净利润8 ...

12月23日，新洋丰盘中上涨2.05%，截至10:23，报15.95元/股，成交6041.44万元，换手率0.33%，总市 值200.13亿元。 资金流向方面，主力资金净流入196.73万元，特大单买入288.43万元，占比4.77%，卖出442.17万元，占 比7.32%；大单买入1559.70万元，占比25.82%，卖出1209.23万元，占比20.02%。 截至9月30日，新洋丰股东户数3.14万，较上期增加7.95%；人均流通股36393股，较上期减少7.36%。 2025年1月-9月，新洋丰实现营业收入134.75亿元，同比增长8.96%；归母净利润13.74亿元，同比增长 23.43%。 分红方面，新洋丰A股上市后累计派现27.55亿元。近三年，累计派现10.04亿元。 机构持仓方面，截止2025年9月30日，新洋丰十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股1612.69万股，相比上期增加50.30万股。博时成长领航混合A（010902）位居第六大流通股 东，持股1369.03万股，持股数量较上期不变。鹏华中证细分化工产业主题ETF联接A（014942）位居第 八大流通股东，持 ...

12月22日，好想你盘中上涨2.20%，截至13:09，报11.13元/股，成交2.69亿元，换手率7.17%，总市值 49.83亿元。 好想你所属申万行业为：食品饮料-休闲食品-零食。所属概念板块包括：新零售、休闲食品、预制菜、 生态农业、跨境电商等。 截至9月30日，好想你股东户数4.63万，较上期减少20.94%；人均流通股7432股，较上期增加26.49%。 2025年1月-9月，好想你实现营业收入10.62亿元，同比减少9.77%；归母净利润-470.88万元，同比增长 92.24%。 分红方面，好想你A股上市后累计派现16.38亿元。近三年，累计派现9.21亿元。 机构持仓方面，截止2025年9月30日，好想你十大流通股东中，兴全商业模式混合(LOF)A（163415）位 居第二大流通股东，持股2231.61万股，持股数量较上期不变。兴全新视野定期开放混合型发起式 （001511）位居第三大流通股东，持股1777.29万股，相比上期增加18.84万股。招商优势企业混合A （217021）位居第四大流通股东，持股600.00万股，为新进股东。招商产业精选股票A（010341）位居 第六大流通股东，持 ...

北大荒所属申万行业为：农林牧渔-种植业-粮食种植。所属概念板块包括：种业、土地流转、乡村振 兴、生态农业、区块链等。 截至9月30日，北大荒股东户数10.45万，较上期减少10.26%；人均流通股17013股，较上期增加 11.43%。2025年1月-9月，北大荒实现营业收入41.08亿元，同比减少5.73%；归母净利润13.57亿元，同 比增长0.70%。 分红方面，北大荒A股上市后累计派现111.57亿元。近三年，累计派现25.07亿元。 12月19日，北大荒盘中上涨2.06%，截至13:18，报14.85元/股，成交2.98亿元，换手率1.14%，总市值 263.99亿元。 资金流向方面，主力资金净流入296.55万元，特大单买入3372.69万元，占比11.30%，卖出2775.99万 元，占比9.30%；大单买入7391.66万元，占比24.76%，卖出7691.81万元，占比25.77%。 北大荒今年以来股价涨4.58%，近5个交易日涨0.81%，近20日涨0.07%，近60日涨2.63%。 今年以来北大荒已经2次登上龙虎榜，最近一次登上龙虎榜为4月11日，当日龙虎榜净买入-1.78亿元； 买入总 ...

Core Viewpoint - The company "好想你" has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite a decline in revenue. Group 1: Stock Performance - On December 19, "好想你" stock rose by 2.13%, reaching 10.56 yuan per share, with a trading volume of 51.11 million yuan and a turnover rate of 1.42%, resulting in a total market capitalization of 4.728 billion yuan [1] - Year-to-date, "好想你" stock price has increased by 44.36%, with a 3.63% rise over the last five trading days, 5.49% over the last 20 days, and 8.42% over the last 60 days [1] - The company has appeared on the trading leaderboard 16 times this year, with the most recent appearance on March 11, where it recorded a net purchase of 104 million yuan [1] Group 2: Financial Performance - For the period from January to September 2025, "好想你" achieved a revenue of 1.062 billion yuan, a year-on-year decrease of 9.77%, while the net profit attributable to shareholders was -4.7088 million yuan, showing a year-on-year increase of 92.24% [2] - Cumulatively, since its A-share listing, "好想你" has distributed a total of 1.638 billion yuan in dividends, with 921 million yuan distributed over the last three years [3] Group 3: Shareholder Structure - As of September 30, 2025, "好想你" had 46,300 shareholders, a decrease of 20.94% from the previous period, with an average of 7,432 circulating shares per shareholder, an increase of 26.49% [2] - The top shareholders include "兴全商业模式混合(LOF)A" holding 22.3161 million shares, and "招商优势企业混合A" as a new shareholder with 6 million shares [3]

12月18日，维维股份盘中上涨2.23%，截至10:11，报3.66元/股，成交9394.71万元，换手率1.61%，总市 值59.19亿元。 资金流向方面，主力资金净流入253.39万元，特大单买入237.18万元，占比2.52%，卖出108.30万元，占 比1.15%；大单买入1673.32万元，占比17.81%，卖出1548.82万元，占比16.49%。 维维股份今年以来股价涨18.37%，近5个交易日涨5.78%，近20日涨3.68%，近60日涨3.68%。 今年以来维维股份已经3次登上龙虎榜，最近一次登上龙虎榜为4月8日，当日龙虎榜净买入5212.91万 元；买入总计1.19亿元 ，占总成交额比16.75%；卖出总计6642.27万元 ，占总成交额比9.39%。 资料显示，维维食品饮料股份有限公司位于江苏省徐州市维维大道300号，成立日期1994年5月12日，上 市日期2000年6月30日，公司主营业务涉及从事豆奶粉、植物蛋白饮料(液态豆奶)、乳品、茶叶等系列 产品的研发、生产和销售,以及粮食收购、仓储、贸易、加工业务。主营业务收入构成为：食品 101.98%，粮油及储运33.96%，茶叶1.83% ...

作为地方农村金融主力军，兴化农商银行始终将绿色发展理念融入信贷服务体系。该行依托ESG顶层设 计，构建特色绿色信贷产品库，截至2025年11月末，绿色贷款余额达25.86亿元。在本项目推进中，该 行开辟绿色审批通道，将生物多样性保护成效作为授信评审核心指标，精准赋能生态农业发展。 下一步，兴化农商银行将深入贯彻金融"五篇大文章"工作要求，锚定绿色低碳发展方向，持续深化绿色 金融体系建设，优化绿色信贷产品矩阵，拓宽生物多样性保护、生态农业等领域融资渠道，精准加大重 点领域信贷投放力度。积极参与中国人民银行泰州市分行牵头的转型金融先行区建设，健全转型金融服 务机制，完善ESG授信评审体系，将生态效益、生物多样性保护成效深度融入信贷全流程。不断强化金 融产品与服务创新，探索更多适配绿色产业发展的特色金融模式，助力产业绿色转型提质，切实发挥地 方农村金融主力军作用，为区域生态保护与经济社会可持续发展提供更坚实、更优质的金融支撑。孙逊 徐晋 该项目严格遵循《生物多样性金融目录（试用稿）》中"生态农业生产"标准及《昆明—蒙特利尔全球生 物多样性框架》相关要求，通过引入先进生态种植技术、设施农业技术及智能化管理模式，配套建 ...

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is experiencing growth in the dairy industry despite challenges such as rising costs and intense market competition, with a focus on expanding into the pet food sector through its new brand "Safiyy" [3]. Company Overview - Lanzhou Zhuangyuan Pasture Co., Ltd. primarily engages in the production, processing, and sales of dairy products and dairy beverages, including pasteurized milk, sterilized milk, and fermented milk, under brands like "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2]. - The company has established itself as a leading dairy producer in Gansu and Qinghai, holding a market share of 20% [2]. 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]. Market Position and Strategy - The company has adopted a balanced development strategy that emphasizes quality and market development, aiming to create a safe and controllable production and sales system [2]. - As a state-owned enterprise, it is committed to supporting rural revitalization policies and enhancing farmer incomes through various initiatives, including logistics agreements and order-based procurement models [4]. Recent Developments - The company launched a new pet food brand "Safiyy" at the 27th Asia Pet Exhibition, utilizing a unique "milk beef" ingredient to differentiate itself in the pet food market [3].

来源：新浪证券-红岸工作室 资料显示，兰州庄园牧场股份有限公司位于甘肃省兰州市城关区雁园路601号甘肃省商会大厦B座25-26 层，成立日期2000年4月25日，上市日期2017年10月31日，公司主营业务涉及乳制品和含乳饮料的生 产、加工、销售及奶牛养殖业务。主营业务收入构成为：灭菌乳37.04%，发酵乳24.37%，调制乳 22.21%，巴氏杀菌乳8.20%，生鲜乳4.60%，其他2.77%，含乳饮料0.81%。 庄园牧场所属申万行业为：食品饮料-饮料乳品-乳品。所属概念板块包括：微盘股、生态农业、乡村振 兴、小盘、国资改革等。 截至9月30日，庄园牧场股东户数1.81万，较上期减少12.97%；人均流通股9466股，较上期增加 14.91%。2025年1月-9月，庄园牧场实现营业收入6.29亿元，同比减少3.10%；归母净利润-4844.08万 元，同比增长59.08%。 分红方面，庄园牧场A股上市后累计派现6469.32万元。近三年，累计派现1219.53万元。 机构持仓方面，截止2025年9月30日，庄园牧场十大流通股东中，诺安多策略混合A（320016）位居第 六大流通股东，持股144.98万股， ...