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Guotai Junan Hong Kong report date: 2021-10-25 Abstract: the cost of raw milk is high, but the profit margin is still expanding. The price rise of raw milk is expected to slow by the end of 2021, but the average price is expected to be relatively high in 2021-2022. Thanks to the continuous structural upgrading, strong control of upstream supply, outstanding operating efficiency under the intelligent transformation of industrial chain management, and wholesale price increases that have taken effect since July 2021, we are optimistic about Mengniu's profit margin expansion. Mengniu's income is expected to achieve an average annual recovery of 15.4% from 2020 to 2023.
快讯 | 蒙牛乳业(02319.HK)遭贝莱德减持222.1万股
Yoledo is in a state of great anxiety. Recently, Yoledo, a lactic acid bacteria beverage company, was administratively fined 450000 yuan for "touching porcelain" novel coronavirus. As a pioneer of the probiotic drink track, Yoledo, which sells more than 7 million bottles a day in China, still chooses the aggressive propaganda strategy of "desperation", largely because more and more domestic competitors are coming in and are likely to catch up and run over. [450000 yuan fine] recently, Shanghai Yilido Dairy Co., Ltd., a Japanese company, received a fine of 450000 yuan. Although the amount is small, it is enough to send Yoledo to the forefront of the wind and waves. Issue a penalty
01230.HK announced that on October 22nd, the company and China Mengniu Dairy entered into a framework agreement on the assignment of accounts receivable, according to which, during the period of the framework agreement on the assignment of accounts receivable, the company (on behalf of the Group) agreed to transfer from time to time, while China Mengniu Dairy (on behalf of Mengniu Group) agreed to accept accounts receivable from time to time. It is expected that after the accounts receivable are accepted by Mengniu Group, they will become part of the relevant assets of the asset-backed securities program to be established by Mengniu Group. After the Group has completed the transfer of relevant accounts receivable to Mengniu Group, Mengniu Group, as the owner of the relevant accounts receivable, will undertake
[Caihua Social News] according to the equity information of the Hong Kong Stock Exchange, China Mengniu Dairy (02319.HK) was reduced 2.221 million shares by Blackrock at an average price of 45.6532 Hong Kong dollars per share on October 19, involving a capital of about 101 million Hong Kong dollars. After the reduction, Blackrock's latest number of shares is 197 million shares, with the proportion of shares reduced from 5.05 per cent to 4.99 per cent. (source: FinetAI)
Zhitong Financial APP learned that Citic Construction Investment released a research report saying that despite the rapid growth of dairy demand and high base in the third quarter of 2020, the growth rate of dairy consumption in the third quarter of 2021 remained good. Positive factors such as the escalation of consumption after the epidemic, increased public health awareness, and the "three-child birth policy" have brought a new round of development opportunities for the domestic dairy industry. Citic Construction Investment believes that the year-on-year growth rate of raw milk prices is expected to slow in the fourth quarter, the cost pressure of dairy enterprises is reduced, and slower competition will accelerate the release of profits. The dairy industry focuses on Miao Ke Lando (600882.SH) and China Mengniu Dairy (02319).
Original title: snacks are so expensive, are Mioko Lando collecting IQ tax Source: when 36Kr Holdings enters the role of parents of the post-90s generation, the underlying logic of children's food consumption is also changing. "parents in other families all buy expensive ones for their children. Don't you have the nerve to buy them?" As the mother of a 3-year-old child, post-90s Li Xi fell into the strange circle of competitive shopping after being obsessed with "shopping" in the group of baby mothers. Li Qian calculated that she spent nearly 200 yuan on snacks alone, including 99 yuan for cheese sticks, 59.9 yuan for imported seaweed and 28.8 yuan for imported rice cakes. Li Qian is the representative.
The blue-chip index of US stocks benefited from the quarterly results of large enterprises, which rose 0.4% last night, and the Dow broke its peak again, with the benchmark rising for six consecutive years. However, US stock futures were generally soft, and the Nasdaq 100 futures, which softened against the market last night, continued to fall 0.3%. Individual stock markets in the Asia-Pacific region developed today, with the Nikkei performing poorly, with the all-day low recovery of nearly 1.9%, and the rest up and down less than 1%. Hong Kong stocks rose four times in a row, especially the Hang Seng Biology Index reached as high as 6713 (subject to the high of 6735 created yesterday), turned low and saw 6Power555, which is now reported at 6Power592, with a return of 1.5%. The Hang Seng Index repeatedly reached a high of 26229 for more than a month and met resistance again and again, and see you low in the afternoon.
港股收评 | 科技股齐嗨！恒生科技指数大涨超3%，哔哩哔哩涨超12%
The concept stock of Green Power rose strongly, Datang New Energy rose by more than 8%, CGN New Energy and China Longyuan Power Group Corporation rose by more than 7%, sporting goods stocks rose by more than 7%, ANTA Sports Products rose by more than 3%, Apple Inc's concept stock rose collectively, BYD Electronic led by more than 10%, Gao Wei Electronics rose by more than 7%, dairy stocks rose, modern animal husbandry rose by more than 15%, and China Feihe Limited rose by more than 8%.