600887 Inner Mongolia Yili Industrial Group
- 26.68
- +0.16+0.60%
Inner Mongolia Yili Industrial Group News
Express News | SF Group and Yili Group signed a global strategic cooperation agreement.
Express News | Yili responds that the failure to ship one box of milk for 9.9 yuan is due to technical issues, promising to deliver.
Inner Mongolia Yili Industrial Group (600887): Leading the dairy industry to embark on a journey to the global market.
Inner Mongolia Yili Industrial Group: the management team is steady and far-sighted, leading the comprehensive development of a trillion-dollar dairy business. With over sixty years since its founding, the company has transformed from a focus on single ice cream to operating dairy products like liquid milk, and gradually expanding its business scope. Currently, it has basically achieved full coverage in dairy product processing.
Guolian Securities: The differentiation of mass market demand continues in the third quarter of 24, looking forward to repair elasticity.
The redunlity of cost reduction continues in the 24Q3 mass brands, with soybean and fresh milk prices further declining month-on-month, while white granulated sugar and palm oil prices remain at low levels, easing cost pressures on the enterprise side. In terms of performance, it is expected that the performance of mass brands in Q3 will continue to differentiate.
Inner Mongolia Yili Industrial Group (600887.SH) has repurchased 0.5% of the shares, spending 0.758 billion yuan.
Inner Mongolia Yili Industrial Group (600887.SH) announced that, as of the end of September 2024, the company has cumulatively repurchased 3...
Inner Mongolia Yili Industrial Redeems Three Bonds Worth 20 Billion Yuan
Galaxy Securities: Policy support helps improve demand, expected to drive milk prices to rebound.
On September 26, the Ministry of Agriculture and Rural Affairs, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the People's Bank of China, the State Administration for Market Regulation, and the China Banking and Insurance Regulatory Commission jointly issued the "Notice on Promoting the Stable Development of Beef Cattle and Dairy Cattle Production", deploying the stable production of beef cattle and dairy cattle to help breeding farms overcome difficulties.
Large institutions rating | Lyon: Encouraging milk consumption to become a positive catalyst in the industry, giving Yili, Inner Mongolia Yili, and ch modern d a "outperform" rating
9月27日，Lyon issued a report, stating that the Ministry of Agriculture and six other departments jointly issued the "Notice on Promoting the Stable Development of Beef and Dairy Production." The bank believes that the purpose of the "Notice" is to support upstream pastures through the industry's downturn, mainly due to the decline in raw milk prices since 2022, and the current situation where about 80% of upstream pastures are experiencing net losses. The bank emphasizes that the "Notice" attempts to stimulate dairy product consumption, not only boosting sales of downstream enterprises in the short term but also effectively improving the current imbalance between the supply and demand of raw milk. In addition, since the specific details of the current consumer vouchers are unclear, the bank finds it difficult to determine the impact of relevant policies on the lower.
Express News | Lyon: Encouraging milk consumption to become a positive catalyst for the industry, giving Mengniu, Yili, and ch modern d a 'outperform the market' rating.
Dah Chong Bank: Mainland introduces policies to promote dairy product consumption, expected to benefit Mengniu (02319.HK) and Yili (600887.SH).
Daiwa's report stated that on September 26, the Ministry of Agriculture and Rural Affairs of China issued a notice, elucidating policies to promote domestic dairy product consumption and streamline the upstream raw milk supply. The notice requires local governments in dairy-producing provinces to provide subsidies to digest excess raw milk supply, support high-quality dairy farms with credit, reduce industry breeding costs, urge local governments to distribute dairy product consumption vouchers, promote dairy product consumption in schools, and enhance dairy product nutrition education. Daiwa believes that these measures will accelerate the normalization of supply and demand in the Chinese dairy industry, benefiting Mengniu Dairy (02319.HK) and Yili (600887.SH). The bank reiterated its recommendation for Mengniu.
Inner Mongolia Yili Industrial Group (600887.SH): has actively laid out the student milk business nationwide.
GeLonghui September 26 Inner Mongolia Yili Industrial Group (600887.SH) stated on the interactive platform that the company has actively deployed student milk business nationwide and will continue to seek diversified cooperation opportunities in the future to enhance product competitiveness.
Gewinner Der Odyssey 2024 Sustainability Film Awards in London Bekannt Gegeben
Haixin Foods (002702.SZ): The company cooperates with Yili to sell its products through Yili's frozen beverage channel.
Haixin Foods (002702.SZ) stated on the investor interactive platform on September 20th that the company cooperates with Yili to sell its products through Yili's cold beverage channels, and systematically launches various marketing plans to guarantee the distribution, display, and sales of the products.
Xiao-I Corporation Renews and Expands Partnership With Inner Mongolia Yili, Transitioning to Subscription-Based Model for AI Services
Haitong Securities' special report on the food industry: demand under pressure in the first half of the year, with some structural differentiation.
Due to factors such as the overall slowdown in domestic consumer growth, the downward trend in milk prices, and the impact of an oversupply in the dairy market, the industry's total revenue declined in the first half of 2024. The snack food sector, however, showed relatively good income performance, but overall business sentiment declined.
Express News | Focus on investment opportunities in the dairy product and soft drink sectors, according to Founder Securities.
Inner Mongolia Yili Industrial Group (600887): Liquid milk market under pressure, increased marketing investment, and impairment drag down profits.
Company's total operating income for 2024H1 was 59.915 billion yuan (down 9.49% YoY); net income attributable to shareholders was 7.531 billion yuan (up 19.44% YoY), and non-recurring net income was 5.324 billion yuan (down
Inner Mongolia Yili Industrial Group (600887) 2024 interim report review: Proactive adjustments, expecting improvement.
Event: Inner Mongolia Yili Industrial Group released its 2024 interim report, achieving revenue of 59.915 billion yuan in H1 2024, a year-on-year decrease of 9.49%; net income attributable to the parent company was 7.531 billion yuan, a year-on-year increase of 19.44%; non-recurring net income attributable to the parent company was 53 billion yuan.
Soochow Securities: Profit of condiment sector under pressure in the first half of the year, but performance of compound seasoning is relatively good. Profit deterioration due to weak demand for dairy products.
Due to factors such as weak dining demand and intensified industry competition, the overall growth of basic condiment revenue in 24H1 is weak. Leading company Haitian (603288.SH) achieved high single-digit revenue growth in 2024H1 due to successful channel reform and adjustment.
Express News | Soochow Securities: Paying close attention to changes in supply and demand in the dairy product industry.
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