600887 Inner Mongolia Yili Industrial Group
- 30.15
- +0.18+0.60%
Inner Mongolia Yili Industrial Group News
Express News | Yili's Shaanxi Dairy industry company increased its capital to 0.27 billion, an increase of approximately 59%.
Mengniu is once again caught in a wave of layoffs, with 3,000 people leaving in six months. When will the "winter" of the Dairy industry come to an end?
Mengniu's latest response.
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.
CVC under Yili raised a seed Fund in Anhui to invest in food science start-ups.
① Yili stated that the establishment of the Anhui Jianling Seed Fund aims to seek investment opportunities in early-stage innovative enterprises in the health food sector. ② The Anhui Jianling Seed Fund will invest no less than 70% of the total investment amount in small and medium-sized technology innovative enterprises in the startup phase.
Inner Mongolia Yili Industrial Group's Partnership Invests 130 Million Yuan in Seed Fund
Inner Mongolia Yili Industrial Group (600887) 2024 Q3 report review: Performance continues to be under pressure, but may stabilize by the end of the year.
The company's revenue growth rate in the third quarter has declined, but the decrease has narrowed significantly compared to the second quarter, with net income continuing to grow: in the third quarter report for 2024, the company achieved revenue of 89.039 billion yuan, a decrease of 8.59%; net income attributable to the parent company was 10.868 billion yuan, an increase of 1.
Express News | Inner Mongolia Yili Industrial Group: Participating in the establishment of a venture capital Fund.
Express News | Inner Mongolia Yili Industrial Group: Invested 0.13 billion yuan to establish the Anhui Jianling Seed Fund.
Express News | Inner Mongolia Yili Industrial Group: The dairy industry has also shown a continuous trend of improvement.
Huachuang Securities: Cherish the certainty configuration window of food and beverage leaders, select high-elasticity varieties for reversal of predicament.
csi sws food & beverage index: established at the bottom, clear upward trend, unloading burden in 2024, gearing up in 2025.
Debon Securities: The implementation of debt reduction policies is bullish on the upward trend of the food and beverage sector.
With the Spring Festival stock-up peak season approaching, I am bullish on the resilience of leading companies' growth. After experiencing a slow sales season in Q2, the demand for leisure snacks in Q3 terminal market is gradually recovering.
zheshang: In 24Q3, offline retail sales of Zhejiang Merchants Securities decreased year-on-year but improved month-on-month, while the dining channel is still being repaired.
In the third quarter of 2024, the revenue growth rate for consumer goods achieved 0.17%, a decline of 5.40 percentage points. Looking at the sectors, the performance in the third quarter of 2024 was relatively good in the leisure snack sector and condiment sector.
CICC: Consumer is expected to benefit from multiple perspectives in 2025.
Looking ahead to 2025, it is expected that with a package of stimulus policies in place, essential consumer sectors are expected to benefit directly and indirectly from measures such as the distribution of consumer vouchers, boost in consumer confidence, and anticipated improvements in household income.
Express News | 98 stocks received buy ratings from institutions, with kweichow moutai garnering the highest attention.
Guosheng Securities: Fiscal policy adds strength, csi sws food & beverage index continues to advance.
On November 8th, the Ministry of Finance announced that an additional 6 trillion yuan of local government debt quota will be used to convert debt over the next three years, the most aggressive debt reduction measure in recent years. At the same time, next year will continue to implement a more powerful fiscal policy, demonstrating the government's unwavering determination to boost the economy.
Research reports dig deep | Guolian Securities: Inner Mongolia Yili Industrial Group is expected to continue its operational improvement, maintaining a 'buy' rating.
On November 8th, Guolian Securities' research report pointed out that Inner Mongolia Yili Industrial Group (600887.SH) achieved a third-quarter net income attributable to the parent company of 3.337 billion yuan, an increase of 8.53% year-on-year, with a bright profit performance. In terms of product categories, the 2024 Q3 liquid milk / milk powder / chilled beverage revenues were 20.637 / 6.821 / 1.021 billion yuan respectively, with year-on-year changes of -10.31% / +6.56% / -16.65%, among which liquid milk increased by 24.12% month-on-month. As a leading company in the dairy product industry, despite the fact that dairy product demand has not yet significantly recovered, the completion of channel adjustments is bullish for shipments, while also benefiting from cost savings.
Inner Mongolia Yili Industrial Group (600887): This round of channel adjustment is completed, operation improved
The company released the third quarter report of 2024, with revenue totaling 88.733 billion yuan for 2024Q1-3, a year-on-year decrease of 8.61%, and achieving a net income attributable to the parent company of 10.868 billion yuan, a 15.87% year-on-year increase. 2024
Inner Mongolia Yili Industrial Group (600887): The dark night will eventually pass, seize the opportunity of high dividend and low valuation dairy leader.
Elaborate excellence shapes Yili comprehensively, laying a solid foundation for diversified expansion. Looking back at history, the management model of dairy enterprises has shifted from extensive to meticulous, and the core product system has transitioned from single to diversified. With advantages in brand, channels, funds, and milk sources, Yili has gradually enhanced its room-temperature liquid products.
Why is inner mongolia yili industrial group (600887.SH) third-quarter report better than expected?
inner mongolia yili industrial group's total operating income in the first three quarters reached 89.039 billion yuan, and the net income attributable to the parent company exceeded the "100 billion" mark.
Inner Mongolia Yili Industrial Group (600887): The decline in raw milk prices leads to an increase in profit margins; Optimizing the supply side is beneficial to the leading long-term competitive advantage.
Profit margin significantly improved in the third quarter. In the third quarter of 2024, Yili's revenue was 29.1 billion yuan (RMB), a year-on-year decrease of 6.7%, with a narrower decrease compared to the previous quarter (a 16.5% decrease year-on-year in the second quarter); benefiting from raw milk prices.
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