Expectations for boosting domestic demand have been lifted again! The Consumer Sector in Hong Kong stocks is strong in the short term, with Yueran Muke rising over 15% at one point.

① The Hong Kong stock market's Consumer Sector is strong in the short term, which sub-industries are the most active? ② Expectations for expanding domestic demand are boosting attention, why are Institutions particularly focused on next year's performance?

cls.cnDec 11 15:36

Peak season's lackluster performance leads to another drop in raw milk prices. Is overseas bulk powdered milk still cost-effective? | Industry News

Since November, the price of raw milk has reached a new low in this cycle, and the import volume of bulk powder has been declining for eight consecutive months compared to the previous year; currently, domestic bulk powder has started to be exported at low stock prices to some major producing countries; experts believe that this trend of declining import of dairy products will continue.

cls.cnNov 15 17:45

Hong Kong dairy industry stocks rise across the board, with Mengniu rising over 3%.

Gelonghui on October 23rd: mengniu dairy, ausnutria rose by more than 3%, china feihe rose by more than 2%, ch modern d and others followed the rise.

Gelonghui FinanceOct 23 10:46

Hong Kong stocks move differently | Dairy stocks lead the gains, increased policy support for the dairy industry since September, Q3 fundamental conditions of various dairy industries are expected to improve.

The dairy industry stocks led the gains, as of the time of publication, China Feihe (06186) rose by 5.21% to 5.86 Hong Kong dollars; Ausnutria (09858) rose by 3.85% to 1.35 Hong Kong dollars; Mengniu Dairy (02319) rose by 3.27% to 16.44 Hong Kong dollars; Ausnutria (01717) rose by 2.02% to 2.02 Hong Kong dollars.

Zhitong FinanceOct 22 14:20

The Municipal Administration for Market Regulation has publicly solicited opinions on strengthening the management of raw materials for infant formula milk powder.

The State Administration for Market Regulation issued the "Notice on Further Strengthening the Management of Raw Materials for Infant Formula (Draft for Soliciting Opinions)", urging companies to further implement their main responsibilities to effectively ensure the quality and safety of infant formula. The draft requires infant formula production companies to continuously improve the management system for raw material procurement and acceptance; for those using dry processing technology, the raw materials should not only meet the corresponding food safety standards, but the microbiological indicators should also meet the requirements of infant formula product standards. For those producing infant formula using base powder, they should gradually shift to using base powder produced by companies qualified for infant formula production within two years from the date of announcement. The draft.

AASTOCKSOct 18 16:48

The continuous inversion of raw milk prices has not resolved the "ranch crisis". Should we continue to slaughter cows?

①In the past year, the industry has continued to 'kill cattle' to reduce overcapacity, but the situation of oversupply has not been reversed; ②The impact of oversupply of raw milk has been fully manifested in the financial reports of large-scale dairy farms and dairy enterprises; ③The current growth rate of raw milk production has further slowed down, and prices are expected to stabilize in the second quarter of 2025.

cls.cnOct 9 14:54