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Industrial Securities: It is expected that raw milk prices will stabilize in the second half of 2025, and the profitability of dairy companies is expected to improve.
Industrial Securities recommends Inner Mongolia Yili Industrial Group (600887.SH) and New Hope Dairy (002946.SZ).
New Hope Dairy (002946.SZ): currently not involved in the infant formula business.
On March 17, GG Innovation stated on the interactive platform that New Hope Dairy (002946.SZ) does not currently engage in the infant milk powder business, recommending breast milk or formula for infants under 2 years old. Generally, children over the age of 2-3 can drink milk normally, and the company's product categories include low-temperature fresh milk, low-temperature yogurt, and ambient pure milk; at the same time, the company has specially tailored milk for children.
New Hope Dairy's (SZSE:002946) One-year Earnings Growth Trails the 46% YoY Shareholder Returns
New Hope Dairy (002946.SZ) received a total compensation of 44.6005 million yuan.
New Hope Dairy (002946.SZ) announced that the company has reviewed and approved the "On the Execution of the Arbitration Award and the Change of 'One...'
New Hope Dairy (002946.SZ) 2024 annual interim profit distribution: a payout of 0.35 yuan for every 10 shares.
New Hope Dairy (002946.SZ) announced that the profit distribution plan for the 2024 interim period is to distribute...
There's Been No Shortage Of Growth Recently For New Hope Dairy's (SZSE:002946) Returns On Capital
Positive Earnings Growth Hasn't Been Enough to Get New Hope Dairy (SZSE:002946) Shareholders a Favorable Return Over the Last Five Years
