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002910,再次开盘涨停
第一财经· 2025-10-10 05:18
2025.10. 10 本文字数:1001,阅读时长大约5分钟 作者 | 第一财经 栾立 少有波动的乳业股"双节"后却有了新变化。今日在大消费概念带动下,庄园牧场(002910.SZ)连续 第二日开盘后涨停,乳业股也有不同程度的上涨。记者了解到,在今年双节市场备货的推动下,奶价 终现回升,市场也有回暖迹象,但持续性仍待观察。 今日开盘后,虽然大盘翻绿,但庄园牧场(002910.SZ)股价迅速涨停,带动乳业股整体上涨。截 至记者发稿时,骑士乳业(920786.BJ)上涨4.44%,新乳业上涨5.85%,多股上涨超过2%。 记者今日以投资者身份致电庄园牧场了解到,公司称其主营业务并未发生改变,连续涨停的原因或与 近期大消费板块整体转热有关。 国家农业农村部数据显示,全国主要原奶产区生鲜乳收购均价从8月的3.02元/公斤,回升至最新9月 第四周的3.04元/公斤,数据上开始止跌企稳。另据河北部分受访奶农介绍,合同牧场价格虽然还没 有变化,但散奶的价格在双节前有较快的回升,从2.5元/公斤回升至4.2元/公斤,供给还比较紧俏。 宁夏散奶价格也从2.1元/公斤升至3.5元至3.7元/公斤。 此前行业认为双节后原奶供需会 ...
庄园牧场再次开盘涨停 行业触底复苏也有新苗头
Di Yi Cai Jing· 2025-10-10 04:39
少有波动的乳业股"双节"后却有了新变化。今日在大消费概念带动下,庄园牧场(002910.SZ)连续第 二日开盘后涨停,乳业股也有不同程度的上涨。记者了解到,在今年双节市场备货的推动下,奶价终现 回升,市场也有回暖迹象,但持续性仍待观察。 今年上半年,在经历了连续2年的下滑之后,国内主要乳企的业绩都有不同程度触底的迹象,业内对今 年下半年行业复苏也有较大的期许。"双节"也是乳制品消费的传统旺季,记者了解到,从原奶端反馈 看,双节的情况比往年有回暖的迹象。 国家农业农村部数据显示,全国主要原奶产区生鲜乳收购均价从8月的3.02元/公斤,回升至最新9月第 四周的3.04元/公斤,数据上开始止跌企稳。另据河北部分受访奶农介绍,合同牧场价格虽然还没有变 化,但散奶的价格在双节前有较快的回升,从2.5元/公斤回升至4.2元/公斤,供给还比较紧俏。宁夏散 奶价格也从2.1元/公斤升至3.5元至3.7元/公斤。 此前行业认为双节后原奶供需会逐步恢复,市场将持续回暖。机构研报认为,中秋国庆期间,乳制品需 求迎来小高峰,原奶供需平衡也有望带动乳企竞争趋缓。 今日开盘后,虽然大盘翻绿,但庄园牧场(002910.SZ)股价迅速涨停, ...
农业农村部:9月第4周鸡蛋价格环比上涨 生猪产品、玉米、豆粕价格环比下跌
Xin Hua Cai Jing· 2025-09-29 13:45
新华财经北京9月29日电据农业农村部对全国500个县集贸市场和采集点的监测,9月第4周(采集日为9 月25日)鸡蛋、鸡肉、牛肉、肉羊、生鲜乳价格环比上涨,生猪产品、玉米、豆粕、育肥猪配合饲料、 蛋鸡配合饲料价格环比下跌,商品代雏鸡、活牛、肉鸡配合饲料价格环比持平。 生猪产品价格 全国仔猪平均价格29.07元/公斤,比前一周下跌3.2%,同比下跌26.2%。全国29个监测省份仔猪价格全 部下跌。华南地区价格较高,为31.61元/公斤;华北地区价格较低,为27.93元/公斤。全国生猪平均 价格13.52元/公斤,比前一周下跌2.4%,同比下跌28.6%。全国30个监测省份生猪价格全部下跌。华南 地区价格较高,为14.55元/公斤;东北地区价格较低,为12.95元/公斤。全国猪肉平均价格24.29元/ 公斤,比前一周下跌0.9%,同比下跌21.2%。青海、宁夏、海南、北京4个省份猪肉价格上涨,天津、 新疆、湖北、广西、吉林等26个省份猪肉价格下跌。华南地区价格较高,为27.57元/公斤;东北地区 价格较低,为20.92元/公斤。 家禽产品价格 全国鸡蛋平均价格9.34元/公斤,比前一周上涨1.2%,同比下跌19.7 ...
庄园牧场涨1.47%,成交额4338.26万元,今日主力净流入43.73万
Xin Lang Cai Jing· 2025-09-29 08:01
来源:新浪证券-红岸工作室 9月29日,庄园牧场涨1.47%,成交额4338.26万元,换手率2.66%,总市值18.85亿元。 异动分析 5、公司属于国有企业。公司的最终控制人为甘肃省人民政府国有资产监督管理委员会。 (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43.73万,占比0.01%,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-1.58亿,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43.73万-175.02万-152.78万-1175.08万-1971.85万 主力持仓 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 ...
灭菌乳不能再使用复原乳 新国标保障纯牛奶更纯正
Ke Ji Ri Bao· 2025-09-29 06:56
郑楠表示,消费者要看产品包装上的营养成分表。根据《食品安全国家标准灭菌乳》(GB 25190- 2010),全脂纯牛奶在理化指标上要满足蛋白质含量≥2.9克/100克、脂肪含量≥3.1克/100克的要求。只要 是符合国家标准的,都是合格产品。 前不久,我国《食品安全国家标准灭菌乳》第1号修改单正式实施。新国标明确规定,灭菌乳(即常温纯 牛奶)生产只能以生乳为原料,不再允许使用复原乳;使用复原乳生产的乳品不得标注"纯牛(羊) 奶"或"纯牛(羊)乳"。这标志着常温纯牛奶生产进入100%生鲜乳时代。 那么,复原乳是什么?它与生鲜乳有何不同?科技日报记者日前就此采访了相关专家。 灭菌乳不能再使用复原乳 新国标保障纯牛奶更纯正 中国农业科学院北京畜牧兽医研究所研究员、奶业创新团队负责人郑楠参与了此次标准修订工作。她介 绍,通俗来说,复原乳就是用奶粉勾兑还原的奶。 本报记者 马爱平 相关专家介绍,以前我国奶源较少,而复原乳耐储存、运输方便,在一定程度上助力解决了奶源供应波 动的问题。如今,我国生乳产量已经处于世界前列,国内绝大多数乳企已经使用生鲜乳生产灭菌乳。 中国农业大学食品科学与营养工程学院教授范志红说,与生鲜乳相比 ...
新国标保障纯牛奶更纯正
Ke Ji Ri Bao· 2025-09-29 03:11
相关专家介绍,以前我国奶源较少,而复原乳耐储存、运输方便,在一定程度上助力解决了奶源供 应波动的问题。如今,我国生乳产量已经处于世界前列,国内绝大多数乳企已经使用生鲜乳生产灭菌 乳。 前不久,我国《食品安全国家标准灭菌乳》第1号修改单正式实施。新国标明确规定,灭菌乳(即 常温纯牛奶)生产只能以生乳为原料,不再允许使用复原乳;使用复原乳生产的乳品不得标注"纯牛 (羊)奶"或"纯牛(羊)乳"。这标志着常温纯牛奶生产进入100%生鲜乳时代。 那么,复原乳是什么?它与生鲜乳有何不同?科技日报记者日前就此采访了相关专家。 中国农业科学院北京畜牧兽医研究所研究员、奶业创新团队负责人郑楠参与了此次标准修订工作。 她介绍,通俗来说,复原乳就是用奶粉勾兑还原的奶。 中国农业大学食品科学与营养工程学院教授范志红说,与生鲜乳相比,复原乳需经过两次超高温处 理,营养成分损失较多,尤其是维生素B1、维生素B2、维生素C等热敏性营养物质被破坏,活性钙、乳 铁蛋白等营养成分流失较多,口感风味和营养价值都大打折扣。而以生鲜乳为原料生产的灭菌乳,保留 了更多的天然营养成分,产品的天然性和新鲜度大幅提升。更值得关注的是,部分复原乳产品为改善口 ...
【财经分析】9月奶价释放回暖信号 去产能和“双节”效应能否托底?
Xin Hua Cai Jing· 2025-09-26 04:48
新华财经银川9月26日电(记者苏醒、陈永强)奶业下行周期已持续三年多,行业竞争却 "卷" 到白热 化、消费热情低迷,何时终结成为业界焦点。进入到9月份,奶价呈现出企稳回暖态势,部分地区散奶 价格涨幅明显。 从半年报来看,头部企业业绩分化加速,区域乳企继续承压。记者在宁夏部分养殖园区走访了解到,近 期部分与乳企签订长期稳定合同关系的牧场交奶较为顺利,基本可以实现"应交尽交"。一位接受采访的 养殖场负责人也表示,受乳企节前备货等因素影响,原奶供需短期内有所改善。但他较为悲观地 说:"行业整体供需关系并未根本扭转,奶价回升空间不大,预计国庆之后奶价仍会有所回探。" 对于近期奶价出现止跌企稳的迹象,部分受访者认为,这与中秋节、国庆节"双节"临近,奶企提前备货 有关。也有观点认为奶价企稳原因在于供需有所改善。在奶价低位运行、牧场亏损的背景下,奶产业产 能持续去化,带动原奶市场供需渐趋平衡。 奶价现企稳回暖迹象 2022年下半年以来,受内外部多重因素影响,国内生鲜乳价格持续下行。根据农业农村部发布的数据, 主产省集贸市场生鲜乳平均价格自2021年8月中旬最高达到4.38元/公斤,2022年开始转入下行周期至 今。今年以来 ...
母婴消费市场广阔,产业链不同环节企业价值有所分化:北交所新消费产业研究系列(三)
Hua Yuan Zheng Quan· 2025-09-18 08:30
Group 1: Policy Impact on Maternal and Infant Industry - The implementation of the "three-child" policy is expected to encourage childbirth, stimulating the maternal and infant industry. Various local governments are introducing subsidies and incentives to support this initiative, with a basic annual subsidy of 3,600 yuan per child for eligible families starting from January 1, 2025 [5][6][8]. Group 2: Market Growth and Trends - The maternal and infant consumption market in China is steadily increasing, with a projected market size of 7.6 trillion yuan in 2024, marking a recovery in birth rates with an increase of 520,000 births compared to 2023 [8][10]. - The retail scale of the dairy product market in China is expected to reach approximately 521.7 billion yuan in 2024, with a forecast of 596.7 billion yuan by 2026 [15][19]. - The infant complementary food market in China is anticipated to grow at a compound annual growth rate (CAGR) of 7.9%, reaching a market size of 81.75 billion yuan by 2029 [23][26]. - The maternal and infant chain industry is projected to grow from 999.5 billion yuan in 2025 to 1,405.2 billion yuan by 2029, with a CAGR of 8.9% [31][34]. Group 3: Company Analysis - Ying's Holdings is a leading enterprise in the infant complementary food sector, with a strong focus on research and development, achieving a revenue of 19.74 billion yuan in 2024, reflecting a CAGR of 27.9% from 2021 [43][46]. - Pregnant and Infant World is leveraging a digital and supply chain model for rapid expansion, reporting a revenue of 7.0 billion yuan in the first half of 2025, a year-on-year increase of 43.4% [42][48]. - Knight Dairy, based in Inner Mongolia, focuses on high-quality fresh milk resources and is positioned in the upstream of the dairy industry chain, with a revenue of 6.68 billion yuan in the first half of 2025, showing a year-on-year growth of 41% [42][34]. - Southern Dairy emphasizes high-value low-temperature strategies and has a leading market share in Guizhou, with a significant increase in net profit by 78.15% in the first half of 2025 [42][38]. Group 4: Market Structure and Dynamics - The maternal and infant industry chain is diverse, involving multiple segments such as food, textiles, and retail channels, with a significant portion of sales still occurring through offline channels [12][13][17]. - The online sales channel for maternal and infant products is rapidly increasing, with a projected share of 69.5% in 2024, reflecting a shift towards digital consumption [32][54]. - The market share of maternal and infant specialty stores is largest in third-tier and lower cities, which have a lower chain rate of approximately 30%, compared to 75-80% in first and second-tier cities [37][38].
行业景气观察:8月PPI同比降幅收窄,集成电路出口金额同比增幅扩大
CMS· 2025-09-10 13:04
Core Insights - The report highlights a narrowing decline in PPI and an expansion in the year-on-year growth of integrated circuit exports, indicating a potential recovery in manufacturing and technology sectors [1][2][11] - The overall CPI turned negative at -0.4% in August, while the PPI's decline reduced to -2.9%, suggesting a mixed economic environment with pressures on consumer prices but some stabilization in production prices [11][22] Industry Overview Economic Indicators - August's core CPI showed a year-on-year increase of 0.9%, marking a continuous recovery over four months, while the PPI's decline was less severe than expected, indicating improvements in certain sectors [11][22] - The report notes that the decline in CPI was primarily driven by falling prices in food categories such as vegetables and eggs, while core CPI improvements were supported by rising prices in household appliances and services [13][14][22] Information Technology Sector - The Philadelphia Semiconductor Index and Taiwan Semiconductor Industry Index both saw increases, with the former rising by 3.82% to 5819.82 points, indicating a positive trend in the semiconductor market [24][25] - Global semiconductor sales in July experienced a year-on-year growth, further supporting the optimistic outlook for the technology sector [24] Midstream Manufacturing - Prices for polysilicon and silicon wafers have increased, reflecting a positive trend in the photovoltaic industry, while the sales of excavators showed a year-on-year increase [22][23] - The report indicates that the demand for construction machinery remains strong, with loader sales showing significant growth [22] Consumer Demand - Prices for fresh milk and pork have risen, while the prices of sugar and certain vegetables have decreased, reflecting mixed trends in consumer goods [16][22] - The report highlights that the demand for household appliances and clothing has improved, driven by government policies promoting consumption [14][22] Resource Sector - The report notes an increase in the price index for glass and a rise in construction steel prices, indicating a recovery in the resource sector [22][23] - The prices of coal and other energy resources have shown fluctuations, with some prices declining while others have increased, reflecting a complex supply-demand dynamic [22][23] Financial and Real Estate Sector - The report indicates a rise in land transaction premium rates, while the volume of transactions in the real estate market has decreased, suggesting a cooling in the property sector [22][23] - The A-share market has seen a decline in turnover rates and daily transaction volumes, indicating reduced investor activity [22][23] Public Utilities - The report notes a decrease in natural gas ex-factory prices in China, while UK natural gas futures prices have increased, reflecting divergent trends in energy markets [22][23] - The average daily power generation of key power plants has shown a narrowing year-on-year increase, indicating potential challenges in the energy supply [22][23]
西部牧业:公司自产生鲜乳生产量为2540.33吨
Zheng Quan Ri Bao Wang· 2025-09-04 07:10
证券日报网讯9月3日晚间,西部牧业(300106)发布公告称,2025年8月份,公司自产生鲜乳生产量为 2,540.33吨。 ...