Xiang Piaopiao (603711): The reform of leading brewing companies has revived, and the ready-to-drink business is ready to go
Happy Home (300997): Canned food builds strong roots, coconuts gather strength
New Dairy (002946): Deepening the core business and increasing profits significantly
**** Dairy (600597): Liquid milk revenue is under pressure in the short term, land collection and storage boosts profit performance
Happy Home (300997): Offline traditional outlets+snack franchise channels are steadily promoting the Coconut Shark Coconut Water Douyin platform, and the results are beginning to show
New Dairy Industry (002946): Build a long low-temperature longboard and strive for high-quality development to a new quality industry
New Dairy (002946): Domestic benefits are clearly expected to increase profit margins throughout the year and the outlook is positive
Chengde Lulu (000848): The basic market in the northern market stabilizes and accelerates expansion in East China and Southwest China
Research Report Nuggets丨Changjiang Securities: Maintaining the “buy” rating of Yili shares, the industry is still in a weak recovery phase in '24
Yili Co., Ltd. (600887): Demand is under relative pressure, shareholder returns increase
Yili Co., Ltd. (600887): Adjusting channels to respond to weak demand, dividends+repurchases to improve returns
Fragrant Piaopiao (603711): Brew steadily, repair, and drink to regain vitality
New Dairy (002946): Demand is under relative pressure, profits remain optimized
Dongpeng Beverage (605499) Update Report: Nationalized Expansion, Aggressive Category Expansion Goes Strong for the Future
Yili Co., Ltd. (600887): Stable performance growth throughout the year, and profit margins continue to rise
New Dairy Industry (002946): Categories & Channels Drive Profit Increase to Achieve “Fresh Cube” High Quality Growth
Yangyuan Drinks (603156): Stable 24Q1 revenue, better profit growth, higher dividends, focus on shareholder returns
Li Ziyuan (605337): Q1 revenue was slightly pressured, gross sales margin improved
Xiang Piaopiao (603711): 24Q1 deduction without reversing losses, looking forward to the results of the reform
Yili Co., Ltd. (600887): 24Q1 revenue is under short-term pressure, annual targets, steady dividends & repurchases to enhance shareholder returns