Industrial Securities: It is expected that raw milk prices will stabilize in the second half of 2025, and the profitability of dairy companies is expected to improve.

Industrial Securities recommends Inner Mongolia Yili Industrial Group (600887.SH) and New Hope Dairy (002946.SZ).

Zhitong Finance11:17

New Hope Dairy (002946.SZ): currently not involved in the infant formula business.

On March 17, Gelonghui reported that New Hope Dairy (002946.SZ) stated on an interactive platform that it currently does not engage in infant formula milk powder business and recommends prioritizing breast milk or formula for children under 2 years old. Generally, children over 2-3 years old can drink milk normally, and the company's product range includes low-temperature fresh milk, low-temperature yogurt, and room temperature pure milk; at the same time, the company has specially designed milk for children.

Gelonghui FinanceMar 17 15:30

A-shares fluctuate | The cyclical main line rebounds! Dairy industry stocks rise across the board, with Beingmate Co.,Ltd and several other stocks hitting the ceiling, and Inner Mongolia Yili Industrial Group rising over 5%.

On March 14, Glonghui reported that in the past two days, the A-share market has shown a significant rebound in cyclical stocks, among which dairy stocks were up across the board today. Knight Dairy hit the daily trading limit of 30CM, Panda Dairy Corporation and Xinjiang Western Animal Husbandry reached the 20CM limit, Pinlive Foods increased over 15%, Royal Group Co.,Ltd., Beingmate Co.,Ltd., Lanzhou Zhuangyuan Pasture, and New Hope Dairy hit the 10CM limit, Sunshine Dairy rose over 7%, Liziyuan and Shanghai Hi-Road Food Technology increased over 6%, Inner Mongolia Yili Industrial Group, Zhejiang Yiming Food, and V V Food & Beverage rose over 5%, Guangdong Yantang Dairy, Juneyao Grand Healthy Drinks, and Xinjiang Tianrun Dairy increased over 4%. On the news front, the State Council Information Office will hold a press conference on March 17, 2025 (Monday) at 3 PM.

Gelonghui FinanceMar 14 10:12

Research Reports Digging for Gold | Orient: Maintain Buy rating for New Hope Dairy, Target Price 17.16 yuan.

On February 20, Gelonghui reported that Orient's research report pointed out that New Hope Dairy (002946.SZ) is implementing its first interim dividend, emphasizing shareholder returns. This is the company's first implementation of an interim dividend plan since going public, distributing a cash dividend of 0.35 yuan (including tax) for every 10 shares to all shareholders. It is expected that in 2024, both the frequency and rate of dividends will increase, enhancing shareholder return expectations. The company's five-year plan proposes to double the net margin, with a key strategy being the reduction of the debt ratio and financial expense ratio, which does occupy some cash flow. From a long-term perspective, the company has significant room for improvement in its dividend rate. It is anticipated that milk prices may still show a slight decrease in 2025, and the company will continue.

Gelonghui FinanceFeb 20 16:02 · Ratings

New Hope Dairy (002946): Shareholder return expectations have improved and operational capabilities continue to strengthen.

The first interim dividend emphasizes shareholder returns. The company implements its first interim dividend plan after going public, distributing a cash dividend of 0.35 yuan (tax included) for every 10 shares to all shareholders. It is expected that the frequency and rate of dividends will increase throughout 2024, and returns to shareholders will grow.

OrientFeb 20 14:57

Express News | New Hope Dairy: Received valuation compensation of 44.6005 million yuan for the 'One Yogurt Cow' project.

BreakingsFeb 7 16:36