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

Express News | BOC International: Topsports' profit warning indicates weaker-than-expected retail sales of sportswear.

BreakingsSep 11 14:30

Hong Kong stock opportunities tracking | The dual-primary listing of Alibaba-W on the Hong Kong Stock Exchange will take effect today; JD.com announced a $5 billion share buyback plan.

Anta's revenue in the first half of the year increased by 13.8% year-on-year, planning to spend billions of Hong Kong dollars for buybacks; Haidilao's revenue in the first half of the year was approximately 21.491 billion yuan, a year-on-year increase of 13.79%; Five departments issued a joint notice to improve the policy of duty-free shops in the city.

Futu NewsAug 28 08:03

Hong Kong stock market outlook | New Oriental's net income for the last fiscal year increased by more than 70%; Alibaba will launch an AI-based conversational procurement engine.

According to the China Index Academy, the total sales of the top 100 real estate developers in the first seven months decreased by 40.1% YoY, reaching 2390.94 billion yuan; The local production value in Hong Kong is estimated to increase by 3.3% YoY in the second quarter of 2024.

Futu NewsAug 1 08:07

China Feihe Limited Goes Ex Dividend Tomorrow

Seeking AlphaMay 22 22:51

China Feihe: Increased dividend ratio, focus on reversal opportunities

The company's market share increased in 23, but due to the decline in the industry and active inventory removal, infant formula revenue declined year-on-year, but gross margin rebounded steadily, and the cost ratio increased passively. As demand stabilizes and the supply side clears up, the competitive pattern of the industry is expected to improve. After Feihe launched the electronic fence in February, the price market has been repaired, and the 24-year performance is expected to stabilize. As a high-quality target with high cash, Feihe's dividend rate increased dramatically in '23, and the dividend amount is expected to increase year by year in the future

招商研究Mar 31 21:24