Express News | Guangdong Yantang Dairy: Currently, the company does not have any ice cream products.
Yantang Dairy (002732.SZ): There has been no recent price increase for the company's products
Gelonghui May 28 | Yantang Dairy (002732.SZ) said on the investor interactive platform that there has been no recent price increase for the company's products.
Express News | Yantang Dairy: Net profit of 16.158,900 yuan in the first quarter decreased by 42.91% year-on-year
Yantang Dairy (002732.SZ): There are currently no factories under construction
Gelonghui, April 8 | Yantang Dairy (002732.SZ) said on the investor interactive platform that the company currently has no factories under construction. According to the relevant plans of the “2023-2030 Development Plan” and “Notice on Proposed Urban Dairy Industry Cluster Projects” disclosed by the company, the company's future layout includes the construction of a new modern dairy processing plant. In the future, when specific projects are launched, the company will further fulfill review procedures and information disclosure obligations in accordance with laws and regulations.
Yantang Dairy (002732.SZ): There are no plans to export to the Southeast Asian market
Gelonghui, April 2 | Yantang Dairy (002732.SZ) said at an investor relations event that in 2023, the company has completed field research on the Hong Kong market and visits to interested customers, and has passed the Hong Kong Food and Environmental Protection Department's registration, and will take the opportunity to enter the Hong Kong market in the near future. There are no plans to export the company's products to the Southeast Asian market.
Yantang Dairy (002732.SZ): Will take the opportunity to enter the Hong Kong market in the near future
Gelonghui, April 2, 丨 Yantang Dairy (002732.SZ) said at an investor relations event that since its products were listed in Macau in 2019, the company has continuously increased its development and penetration of the Macau market by introducing star product leaders, enriching the product array, and adding distributors, etc., and has become the only milk brand in the “Milk and Soy Milk Program” for early childhood and primary education in Macau in 2023. At present, the company has completed field research on the Hong Kong market and visits to interested customers, and has passed the Hong Kong Food and Environmental Protection Department's registration. It will take the opportunity to enter the Hong Kong market in the near future.
Yantang Dairy (002732.SZ): Proposed construction of an industrial cluster project with the advantages and characteristics of the urban dairy industry
Gelonghui, April 2, 丨 Yantang Dairy (002732.SZ) announced that on September 21, 2023, the company disclosed the company's “2023-2030 Development Plan”. In order to promote the implementation of the company's “2023-2030 Development Plan”, build a modern dairy industry group, create a model for the coordinated development of the entire Chinese dairy industry chain and lead the high-quality development of South China's dairy industry, the company plans to build an urban dairy industry cluster project (hereinafter referred to as the “Cluster Project”). The construction period of the cluster project is 2024 to 2026. The company convened on April 2, 2024
Yantang Dairy (002732): Successful completion of 2023, expected to enter Hong Kong market
Core view: Incident: Yantang Dairy released its 2023 annual report. The company's revenue in 2023 was 1.95 billion yuan, +4.01% year on year; net profit to mother 180 million yuan, +81.60% year over year; net profit after deduction
Yantang Dairy (002732): Successful completion of 2023, Gubentuo's new growth can be expected
On 2024 03/29, Yantang Dairy released its 2023 annual report. Investment highlights Steady revenue growth, cost-side optimization to improve profitability. The company's total revenue in 2023 was 1.95 billion yuan (+4%), net return to mother
Express News | Yantang Dairy: Net profit increased 81.6% year-on-year in 2023, and plans to pay 10 to 1.5 yuan
Express News | Yantang Dairy: Currently, the company has no cooperation with Wahaha
Yantang Dairy (002732.SZ): The controlling shareholder is Guangdong Yantang Investment Co., Ltd.
Gelonghui, March 8 | Yantang Dairy (002732.SZ) said on the investor interactive platform that the controlling shareholder of the company is Guangdong Yantang Investment Co., Ltd., and the actual controller is Guangdong Agricultural Reclamation Group Corporation. Guangdong Agricultural Reclamation Group Co., Ltd. is one of the reclamation areas directly under the central government. It implements the “joint management of the Ministry and Province, with the province as the main” system of the Ministry of Agriculture and Rural Affairs and the Guangdong Provincial People's Government. It is a multinational modern agricultural enterprise group with integrated development of one, two and three industries and simultaneous development of domestic and foreign markets. The industries cover natural rubber, sugar, southern medicine, sisal, dairy, animal husbandry, grain and oil, group meals, tourism, finance, real estate, circulation, marketing, etc.
GF Securities: Demand for dairy products is expected to recover moderately in 24, leading performance growth and dividends are stable
Currently, the valuation level and fund positions of the dairy sector are at historically low levels. The performance growth and dividends of leading companies are stable, and the allocation cost ratio is gradually becoming prominent.
Yantang Dairy (002732): South China dairy industry leader strives for steady progress and development
Yantang Dairy: A leading dairy enterprise in South China. Differentiated categories create misplaced advantages. The management team is experienced and the management team is highly experienced and the management tenacity is outstanding. It has been nearly 70 years since the company was founded. Its main business can be divided into three products: liquid milk, fancy milk, and lactic acid bacteria milk drinks
What signals did the dairy industry release in Document No. 1? “Improving standards and promoting consumption” has become the key word
Currently, the domestic dairy market is undergoing a transition period from room temperature milk to low temperature milk, and low temperature milk has become a new competitive arena for dairy companies. On February 3, Xinhua News Agency was authorized to issue “Opinions of the CPC Central Committee and the State Council on Studying and Using the Experience of the “Thousand Villages Demonstration, Ten Thousand Villages Remediation” project to effectively promote comprehensive rural revitalization. “Improving standards and promoting fresh milk consumption” became the key word for the 2024 dairy industry.
Yantang Dairy (002732): Performance is in line with expectations and can be expected in 2024
On 2024/1/18, Yantang Dairy announced the 2023 performance forecast. Key investment results are in line with expectations, and pioneering results are beginning to show. According to the announcement, the company's net profit for 2023 is estimated to be 169-199 million yuan
Yantang Dairy (002732): Continued improvement in profitability, looking forward to the accelerated expansion of new channels and new markets in 24 years
Event: The company released its 2023 annual results forecast. In 2023, it is expected to achieve net profit of 169-199 million yuan, an increase of 70%-100% over the previous year, and is expected to achieve net profit of 1.42-1.6 without deduction to mother
Yantang Dairy (002732): The year ended successfully in a single quarter or achieved the best performance in the same period in history
Incident: On January 19, '24, the company released its 23-year performance forecast. It is expected to achieve net profit of 169 million yuan to 119 million yuan (+70% to 100% year-on-year) for the full year, corresponding to the 23Q4 single quarter
Express News | Yantang Dairy: Net profit is expected to increase 70%-100% year-on-year in 2023
Yantang Dairy (002732.SZ): Chairman Li Zhiping retires and leaves office to elect Feng Like as chairman
Gelonghui November 16丨Yantang Dairy (002732.SZ) announced that the company's board of directors received a written resignation report from Chairman Li Zhiping on November 16, 2023. Mr. Li Zhiping applied to resign as director of the company's 5th board of directors, chairman (legal representative) and chairman of the board strategy committee because he has reached the legal retirement age. After resigning, Mr. Li Zhiping will no longer hold any position in the company. The company held the 9th meeting of the 5th board of directors on November 16, 2023, deliberated and passed the “Proposal on Election of the Chairman of the Fifth Board of Directors” and agreed to elect Feng Li
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