New Hope Dairy (002946): Firm strategic direction to enhance profitability.

The main Business operation is stable, and the Global Strategy planning is clear and firm: In 2025, the company will continue to advance according to the five-year strategic planning direction, where the low-temperature business of the eastern subsidiary is growing well and is expected to lead the overall growth rate; the temperature business in the western region accounts for a higher proportion, along with the end.

EverbrightDec 28 07:57

Regulatory violations in information disclosure, New Hope Dairy and several senior executives received warning letters, and the aftermath of large-scale mergers and acquisitions is becoming apparent.

The improper timing of the goodwill impairment test resulted in New Hope Dairy receiving a warning letter.

lanjinger.comDec 27 10:15

Express News | New Hope Dairy: Received the administrative regulatory measures decision notice from the SiChuan Securities Regulatory Bureau.

BreakingsDec 20 18:47

Huachuang Securities: The logic of improvement gradually unfolds, maintaining a neutral outlook on the possibility of a reversal in milk prices in Q3 2025.

First, after the Spring Festival, the destocking during the off-season is expected to accelerate, and then the raw milk cycle is expected to reverse in Q3 of 2025.

Zhitong FinanceDec 20 13:34

New Hope Dairy (002946.SZ): Currently, the source structure of milk is relatively stable, with self-owned farms accounting for about 30%.

Gelonghui, December 17th丨New Hope Dairy (002946.SZ) recently stated in an investor relations activity that the company's current milk source structure is relatively stable, with its own farms accounting for about 30%, strategic investments in shareholding farms also about 30%, and large-scale social farms and cooperatives accounting for about 40%; in the future, it hopes to maintain this ratio to ensure the execution of the "Fresh Cube Global Strategy."

Gelonghui FinanceDec 17 20:18

New Hope Dairy (002946): Demand under temporary pressure, profitability improvement exceeded expectations

The event describes new hope dairy's release of the third quarter report for 2024. The company's total operating income for 2024 Q1-3 was 8.15 billion yuan (-0.54% year-on-year); net income attributable to equity holders was 0.474 billion yuan (+24.37% year-on-year), excluding non-recurring items.

Changjiang SecuritiesNov 11 20:52