来源：新浪证券-红岸工作室 1月9日，庄园牧场涨1.68%，成交额1.85亿元，换手率9.54%，总市值22.51亿元。 5、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运 输款带动农户增收；与公司自有牧场驻地周边乡镇以"公司+基地+农户"的订单收购模式收购全株玉米 带动农户增收；通过租赁自有牧场驻地农户土地的方式以及通过吸纳驻地农户就业等方式带动农户增 收。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入496.90万，占比0.03%，行业排名6/27，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入1.30亿，当前无连续增减仓现象，主力趋势不明显。 异动分析 乳业+生态农业+网红经济+国企改革+乡村振兴 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 ...

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].

此外，21世纪经济报道记者还了解到，宾堡在B端毛利率相对不错。"B端省去大量渠道成本、营销费用，C端品牌也为打开B端市场起到背书 作用。"宾堡相关业务负责人称。 21世纪经济报道记者贺泓源、实习生李音桦 面包市场继续分化。 桃李面包披露的财报显示，在2025年前三季度，该公司营收同比下滑12.88%至40.49亿元；归母净利润同比下滑31.49%至2.98亿元。其中，三 季度营收同比下滑11.64%至14.37亿元；归母净利润同比下滑35.05%至0.94亿元。 背后是，桃李面包面临全国性销售下滑。三季度，该公司分华北/东北/华东区域分别实现营业收入3.21/6.43/4.70亿元，分别同比下滑10.14%/下 滑14.24%/下滑8.25%。仅华中区域营收同比增长7.78%至0.60亿元。经销商数量上，前三季度，桃李面包净减少1个至974个。 作为对比，宾堡集团在华处于扩张期。 该公司披露，截至2025年第四季度，宾堡在中国的有效销售点数较去年同期取得明显提升。2025年至今，宾堡中国在电商、O2O、会员商店等 渠道生意增速显著。另据21世纪经济报道记者了解，宾堡在华营收大概率处于增长区间。 需要注意的是， ...

异动分析 来源：新浪证券-红岸工作室 12月25日，庄园牧场跌2.21%，成交额3.95亿元，换手率19.23%，总市值23.33亿元。 乳业+网红经济+生态农业+国企改革+乡村振兴 5、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运 输款带动农户增收；与公司自有牧场驻地周边乡镇以"公司+基地+农户"的订单收购模式收购全株玉米 带动农户增收；通过租赁自有牧场驻地农户土地的方式以及通过吸纳驻地农户就业等方式带动农户增 收。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-580.62万，占比0.01%，行业排名14/27，连续3日被主力资金减仓；所属行业主力净流 入-2.50亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-580.62万-2.62亿-2.13亿-1.33亿-1.44亿 1、兰州庄 ...

来源：新浪证券-红岸工作室 12月23日，庄园牧场跌9.79%，成交额9.85亿元，换手率39.75%，总市值26.50亿元。 异动分析 乳业+网红经济+宠物经济+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。 3、根据证券时报网2025年8月24日新闻：在传统乳业面临成本持续上涨与市场竞争白热化的双重压力 下，甘肃 ...

据交易所数据显示， 庄园牧场连续四个交易日涨停，晋级4连板。该股今日于9时35分封涨停，成交额 4.82亿元，换手率19.20%。金融界App AI线索挖掘：庄园牧场的连续涨停与多概念叠加有关。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，属于乳制品板块。同时，公司依托全产业链 优势加强线上电商运营，涉及电子商务概念。其销售区域以甘肃省青海省陕西省为主，涉及 西部大开 发概念。此外，公司最终控制人为甘肃省人民政府国有资产监督管理委员会，属于 国企改革概念。这 些概念的活跃为公司股价表现带来支撑。 风险提示：连板股波动剧烈，注意追高风险，理性投资！ （注：以上由AI基于交易所等公开数据生成，内容不构成投资建议。） ...

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].

Core Viewpoint - The company, Lanzhou Zhuangyuan Pasture Co., Ltd., is expanding its business into the pet food sector while maintaining its stronghold in the dairy industry, despite facing challenges from rising costs and intense market competition [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, formulated milk, fermented milk, and various liquid dairy products under the brands "Zhuangyuan Pasture," "Shenghu," and "Dongfang Duoxian Zhuangyuan" [2]. - The company has established itself as a leading dairy product enterprise in Gansu and Qinghai, holding a market share of 20% [2]. Business Strategy - The company adheres to a development philosophy of "survival through quality" and a balanced development strategy that aligns market development with supply capacity. It focuses on creating a safe and controllable production and sales system centered around its production bases [2]. - The company actively supports national rural revitalization policies by engaging in various initiatives that enhance farmers' income, such as signing logistics agreements with local cooperatives and adopting an "enterprise + base + farmer" model for purchasing crops [4]. 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 3.1%. However, it achieved a net profit attributable to shareholders of -48.44 million yuan, reflecting a year-on-year increase of 59.08% [9]. - The company's main revenue sources include sterilized milk (37.04%), fermented milk (24.37%), and formulated milk (22.21%) [9]. Recent Developments - At the 27th Asia Pet Expo, the company launched its pet food brand "Safiyy," which features a unique "milk beef" as a core ingredient, marking its entry into the pet food market [3].

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 through its subsidiary, Gansu Duoxian Supply Chain Co., Ltd., which launched a pet food brand featuring unique "milk beef" as a key ingredient [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][9]. - The company has established itself as a leading dairy product enterprise in Gansu and Qinghai, holding a market share of 20% [2]. Business Strategy - The company adheres to a development philosophy of "survival through quality" and a balanced development strategy that aligns market development with supply capacity. It aims to create a safe and controllable production and sales system centered around its production bases [2][4]. 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%. However, it achieved a net profit attributable to shareholders of -48.44 million yuan, reflecting a year-on-year increase of 59.08% [9]. Market Position and Shareholder Information - As of September 30, 2025, the company had 18,100 shareholders, a decrease of 12.97% from the previous period. The average number of tradable shares per shareholder increased by 14.91% to 9,466 shares [9][10]. - The company is classified as a state-owned enterprise, with its ultimate control held by the Gansu Provincial Government's State-owned Assets Supervision and Administration Commission [4].

来源：新浪证券-红岸工作室 12月2日，庄园牧场涨0.18%，成交额8569.71万元，换手率4.50%，总市值21.96亿元。 异动分析 乳业+生态农业+宠物经济+国企改革+乡村振兴 5、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运 输款带动农户增收；与公司自有牧场驻地周边乡镇以"公司+基地+农户"的订单收购模式收购全株玉米 带动农户增收；通过租赁自有牧场驻地农户土地的方式以及通过吸纳驻地农户就业等方式带动农户增 收。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入-151.45万，占比0.02%，行业排名16/27，连续2日被主力资金减仓；所属行业主力净流 入-6332.08万，连续2日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-119.13万138.45万457.44万-489.15万-535 ...