公告称，公司将先旧后新配售2.9925亿股，卖方(博源，公司控股股东伊利的全资附属公司)另将认购 2.9925亿股新股份。紧随完成后，控股股东于公司持股由33.93%增加至36.07%。 智通财经APP获悉，优然牧业(09858)低开逾5%，截至发稿，涨5.12%，报4.08港元，成交额11.81亿港 元。 消息面上，优然牧业发布公告，拟按每股3.92港元配售股份，较1月15日收市价4.3港元折让8.84%，所 得款项净额23.3亿港元，拟用于先进技术赋能及数位转型，以提升营运效能；偿还计息债务并优化资本 结构，为潜在收购或投资机会提供灵活性；及补充营运资金并用作一般公司用途。 ...

据在香港交易所的公告，中国优然牧业集团有限公司将通过向伊利股份全资附属公司博源投资控股有限 公司出售股份的方式，筹集约23.5亿港元（3.01亿美元）。 优然牧业同意以每股3.92港元的价格，以先 旧后新方式向博源配售约2.99亿股股份。配售价较优然牧业最近收盘价折让8.84%。配售股份相当于扩 大后已发行股本约7.14%。优然牧业还同意根据认购协议，以每股3.92港元的价格向博源发行约2.99亿 股新股。所得款项将用于先进技术赋能和数字化转型，以提高运营效能；偿还计息债务、优化资本结 构，以及补充营运资金。 ...

Group 1 - The livestock farming industry in China is undergoing a significant transformation, with the Ministry of Agriculture and Rural Affairs and the National Development and Reform Commission calling for capacity reduction and operational control as of September 2025 [1][19] - The pig cycle typically follows a pattern of price fluctuations, with each upward cycle lasting about 1-2 years and downward cycles lasting about 1-3 years, indicating potential for price increases following supply reductions [1][19] - Current signals suggest that the pig farming industry is at a relatively low valuation, with indications that capacity reduction may accelerate [1][19] Group 2 - The CSI Livestock Farming Industry Index, launched on December 31, 2021, includes 50 listed companies in sectors such as livestock products, animal health, feed, meat products, and dairy products, serving as a benchmark for the overall performance of the livestock farming sector [2][20] - The index has a base point of 1000 and aims to reflect the core fluctuations of the livestock farming industry, with a high concentration of leading companies [4][23] - The top five constituent stocks account for 50.1% of the index, while the top ten account for 67.6%, indicating a significant concentration advantage in the industry [4][23] Group 3 - The CSI Livestock Farming Industry Index has outperformed its peers by 5 percentage points since its inception, with a current PE (TTM) ratio of 19.02, indicating a low valuation at the bottom of the cycle and potential for valuation recovery [6][26] - The index's historical performance has shown significant volatility due to the cyclical nature of the livestock farming industry [6][26] - The index is designed to provide a high-purity tool for tracking the cyclical movements of pig farming, benefiting from the resilience and profit elasticity of leading enterprises during current cost-focused cycles [4][23] Group 4 - The top ten constituent stocks of the index include major players such as Muyuan Foods (15.6% weight), Wens Foodstuff Group (14.7%), and Haida Group (9.1%), highlighting the dominance of leading companies in the livestock sector [25] - The index is positioned to benefit from ongoing policy incentives and signals of cyclical reversal, making it an attractive investment option for those optimistic about the long-term development of the livestock farming industry [33]

（文章来源：证券日报） 证券日报网讯 1月15日，庄园牧场发布公告称，公司2026年第一次临时股东会审议通过《关于公司2026 年度日常关联交易预计的议案》等。 ...

北京商报讯（记者 孔文燮）1月15日，三元乳业上新"北京酸奶"，包括自然原味、草莓树莓无花果、酸 木瓜凤梨百香果、青柠柚子卡曼橘四种口味。据三元乳业公众号介绍，新品奶源来自北纬40°GAP一级 认证牧场，配料成分天然，获得来自中国质量认证中心的"清洁标签0级"、中轻检验认证的"天然配料食 品"双评价证书。其中原味款每杯含有5.2g原生乳蛋白；其他三种果味款含4.6g原生乳蛋白，口感香醇， 果味甜润。目前，新品已经上架京东三元低温京东自营旗舰店，四种口味售价均为130g*4杯/29.9元。 ...

北京商报讯（记者 孔文燮）1月15日，妙可蓝多披露的投资者关系活动记录表显示，2025年，"店效倍 增"成为公司未来三年的头号工程，核心逻辑从"资源驱动"转向"能力驱动"，以消费者为中心推动B端、 C端协同落地。公司构建倒三角组织模型，将资源向一线终端倾斜，整合经销商与社会促销资源形成高 效协作体系，实行优化陈列管理、动线设计、话术优化等终端策略，终端推行投资者关系"1+1+N"陈列 模式提升客单价和转化率，C 端打造样板店后规模活动主要内容介绍化复制。B端同步升级渠道效能， 以供应链国产化为支撑，强化餐饮端研发服务——主动对接客户新品规划，提前输出定制化研发提案适 配需求，再结合"极致成本"战略，实现公司、客户与终端的多方共赢。"店效倍增"核心聚焦单店动销效 率增长，为奶酪品类增长奠定渠道基础，一方面深化传统渠道精耕以实现店效优化提升，另一方面重点 拓展四大势能渠道贡献新增量，推动整体营收结构持续改善，同时为后续新品上市打好终端基础，巩固 行业领先地位。 ...

Core Viewpoint - Sunshine Dairy announced a share reduction by its controlling shareholder, Jiangxi Sunshine Dairy Group Co., Ltd., through a block trade, which will not affect the company's control or governance structure [1] Group 1 - The controlling shareholder reduced its stake by 2.869 million shares, representing 1.02% of the total share capital [1] - After the reduction, the total shares held by Sunshine Group and its concerted parties is 202.731 million shares, accounting for 71.72% of the total share capital, down from 72.77% [1] - The share reduction aligns with the previously disclosed reduction plan and is not expected to adversely impact the company's ongoing operations [1]

Core Viewpoint - Sunshine Dairy announced that its controlling shareholder, Sunshine Group, will reduce its stake through a block trade, affecting the overall shareholding structure but not impacting governance or control [1] Group 1 - Sunshine Group's affiliate, Nanchang Zhihe, will reduce its holdings by 2.869 million shares, representing 1.02% of the total share capital [1] - Following this transaction, the combined shareholding of Sunshine Group and its affiliates will decrease from 72.77% to 71.72%, reaching a 1% integer threshold [1] - This reduction aligns with previously disclosed plans and is not expected to adversely affect the company's governance, shareholding structure, or ongoing operations [1]

证券日报网讯1月15日，熊猫乳品（300898）在互动平台回答投资者提问时表示，公司始终保持对前沿 技术的关注，并积极探索其在行业内的应用场景，推动技术创新与业务发展的深度融合。 ...

Group 1 - The core transaction of Sunlight Dairy involved a block trade of 789,000 shares, with a total transaction value of 11.0066 million yuan, accounting for 8.91% of the total trading volume on that day [1] - The transaction price was 13.95 yuan, which represents a discount of 9.71% compared to the market closing price of 15.45 yuan [1] - The trading date for this transaction was January 15, 2026, and the stock code for Sunlight Dairy is 001318 [2] Group 2 - The transaction volume included various trades, with specific volumes of 14.50 million shares at a price of 13.95 yuan, totaling 202.28 million yuan, and 14.40 million shares at the same price, totaling 200.88 million yuan [2] - A significant portion of the trades was executed by institutional buyers, indicating strong interest from professional investors [2] - The selling brokerage involved in the transactions was Dongxing Securities, with specific branches noted for their participation [2]