经济观察网 骑士乳业2月27日发布公告称，2025年，公司营业收入为13.22亿元，上年同期为12.97亿 元，同比上升1.93%。归属于上市公司股东的净利润为5059万元。 经济观察网 骑士乳业2月27日发布公告称，2025年，公司营业收入为13.22亿元，上年同期为12.97亿 元，同比上升1.93%。归属于上市公司股东的净利润为5059万元。 ...

证券日报网讯 2月27日，骑士乳业发布公告称，公司预计2025年实现营业收入1321764154.45元，同比增 长1.93%；归属于上市公司股东的净利润50594131.56元。 （文章来源：证券日报） ...

北京商报讯（记者 孔文燮）2月27日，骑士乳业披露2025年度业绩公告称，2025年实现营业收入为13.22 亿元，上年同期为12.97亿元，同比上升1.93%；实现归属于上市公司股东的净利润为5059万元，同比增 长757.49%。骑士乳业表示，业绩变动的主要原因为，报告期内，公司募投项目顺利结项投产，公司生 鲜乳销售量增加，营业收入、净利润随之增加。报告期内，受市场因素影响，生物性资产处置价格较上 年度增加，报告期内生物性资产处置损失减少。2025年投资损失较上年度大幅减少。 ...

Core Viewpoint - Knight Dairy is forecasting a net profit attributable to shareholders of between 41 million and 53 million yuan for the year 2025, a significant recovery from a loss of 7.6951 million yuan in the previous year [1] Group 1: Performance Forecast - The company expects a substantial increase in net profit for 2025 compared to the previous year's loss [1] - The projected net profit range indicates a positive turnaround in financial performance [1] Group 2: Reasons for Performance Change - The successful completion and production of the company's fundraising projects contributed to increased sales volume of fresh milk, leading to higher operating revenue and net profit [1] - Market factors have positively influenced the disposal prices of biological assets, resulting in reduced losses from asset disposals compared to the previous year [1] - Investment losses for 2025 are expected to decrease significantly compared to the previous year [1]

Core Viewpoint - Inner Mongolia Knight Dairy Group has adopted a differentiated development path through a comprehensive "Agriculture-Animal Husbandry-Dairy" integrated model, which helps the company respond to market challenges and enhances efficiency [2] Group 1: Integrated Model - The "Agriculture-Animal Husbandry-Dairy" model provides not only cost control but also serves as a complex risk hedging mechanism and efficiency improvement solution [2] - The synergy effects include: high-quality forage provided by agriculture for animal husbandry, recycling of cow dung to improve soil, and ensuring stable and high-quality milk sources for the dairy industry [2] - The unique "Agriculture-Animal Husbandry-Dairy" synergy involves crop rotation of forage and sugar beets, ensuring supply for both animal feed and sugar production, promoting scientific land rotation and green development [2] Group 2: Market Strategy - The company focuses on regional markets and low-temperature products to create a competitive edge against national brands, emphasizing shorter distances and fresher products [3] - Knight Dairy has specialized in the development of low-temperature yogurt and pasteurized milk, achieving a shelf life of 28 days, which allows for effective sales radius expansion [3] - The brand has established a strong reputation in core markets such as Hohhot, Baotou, and Ordos, driven by a commitment to quality and consumer trust [3] Group 3: Capital Market Engagement - The company aims to enhance communication with the market through various channels, including its official website and investor meetings, to clarify its long-term value [3] - Knight Dairy positions itself as a "slow and steady" long-term player, focusing on improving information disclosure for investors [3] Group 4: Technological Advancements - Knight Dairy is implementing smart farming technologies, including milking robots and automated feeding systems, which have reduced labor time by over 30% and labor intensity by over 60% [4] - The company aims to apply digital twin, AI, and IoT technologies in farm management, targeting a new management model of "robots managing robots" [4]

Core Viewpoint - The company announced the approval of a proposal to provide guarantees for its subsidiary during the 29th meeting of the sixth board of directors [2] Group 1 - The announcement was made on December 23 [2] - The board meeting focused on the proposal regarding guarantees for the subsidiary [2]

Core Viewpoint - Knight Dairy, listed on the Beijing Stock Exchange, experienced significant trading activity on December 23, 2025, with a turnover rate of 25.79% and a transaction volume of 36.48 million shares, amounting to 437 million yuan [1]. Group 1: Trading Activity - Knight Dairy's closing price was 11.11 yuan on the trading day in question [1]. - The total transaction amount reached 437 million yuan, indicating robust market interest [1]. - The top buying seat was from Dongfang Caifu Securities, which purchased approximately 7.02 million yuan worth of shares [2]. Group 2: Buy and Sell Details - The selling seat was an institutional account that sold shares worth approximately 8.52 million yuan [2]. - Multiple buying and selling seats were recorded, with Dongfang Caifu Securities having several branches involved in both buying and selling activities [2]. - The highest selling amount recorded was from a financial street securities office, which sold shares worth approximately 8.34 million yuan [2].

Core Viewpoint - The company plans to provide a loan to its subsidiary to ensure the smooth payment of pending amounts related to its fundraising projects [1] Group 1: Loan Details - The board meeting is scheduled for December 22, 2025, to approve the proposal for the loan [1] - The loan amount will not exceed 40.3085 million yuan, with an annual interest rate of 4.5% [1] - The funds will be sourced from the remaining amounts reserved after the completion of the "Knight Dairy Cattle Breeding Project" [1] Group 2: Purpose of the Loan - The loan is specifically designated for paying pending amounts that arise during the final accounting of the fundraising projects [1] - The funds are restricted and cannot be used for any other purposes [1]

Group 1 - The dairy sector opened high, with Li Gao Foods rising over 8%, and other companies like Knight Dairy, Huangshi Group, Zhuangyuan Pasture, and Miaokelan also experiencing gains [1] - The Ministry of Commerce has implemented temporary anti-subsidy measures on imported dairy products originating from the European Union [1]

Group 1 - On December 19, a total of 29 stocks were involved with institutional investors, with 16 showing net buying and 13 showing net selling [1] - The top three stocks with the highest net buying by institutions were Zhejiang Shibao, Aerospace Intelligent Manufacturing, and Shanzi Gaoke, with net buying amounts of 121 million, 90.62 million, and 58.12 million respectively [1] - The top three stocks with the highest net selling by institutions were Tongyu Communication, Huangshi Group, and Suli Co., with net selling amounts of 93.20 million, 65.79 million, and 57.84 million respectively [1] Group 2 - Zhejiang Shibao had a price increase of 9.99% with a net institutional buying of 120.71 million [2] - Aerospace Intelligent Manufacturing saw a price increase of 16.30% with a net institutional buying of 90.62 million [2] - Shanzi Gaoke experienced a price increase of 9.93% with a net institutional buying of 58.12 million [2] Group 3 - The stock with the highest net selling was Tongyu Communication, which had a price decrease of 0.89% and a net institutional selling of 93.20 million [3] - Huangshi Group had a price increase of 1.10% but still faced a net institutional selling of 65.79 million [3] - Suli Co. had a price increase of 10.02% with a net institutional selling of 57.84 million [3]