Investment Rating - Industry rating: Outperform the market (maintained rating) [9] Core Insights - The pet industry is experiencing significant growth, with the Asia Pet Expo showcasing over 2,600 exhibitors and 20,000 brands, indicating a thriving market driven by globalization and innovation [2][13] - China's pet food exports have shown continuous growth, with 201,000 tons exported from January to July 2025, reflecting a year-on-year increase of 6.64% [14] - The pig farming sector is facing challenges, with the average pig price at 13.82 yuan/kg, a decrease of 3.63% from the previous week, and the average weight of pigs reaching a historical high [15][16] - The dairy sector is poised for a recovery, with the original milk price expected to rebound as production capacity decreases after a prolonged period of losses [17][18] - The poultry sector is focusing on breeding gaps, with a significant decline in the import of breeding chickens due to avian influenza concerns, which may impact future supply [19][20] - The planting sector emphasizes food security and the importance of biotechnology, with a focus on high-yield and resilient crop varieties [25] - The feed sector is recommended for investment, particularly in companies like Haida Group, which is expected to benefit from market recovery and increased market share [26] Summary by Sections Pet Sector - The Asia Pet Expo has reached a record scale of 310,000 square meters, highlighting the industry's vitality and innovation potential [2][13] - Pet food exports from China have increased, with a total of 201,000 tons exported in the first seven months of 2025, showing a year-on-year growth of 6.64% [14] - Recommended companies include pet food brands like Guibao Pet, Zhongchong Co., and Petty Co. [14] Pig Sector - The average pig price is currently at 13.82 yuan/kg, with a year-to-date low in profitability for pig farming [15][16] - The average weight of pigs is at a historical high, indicating supply pressures [15] - Recommended companies include leading pig farming firms such as Wens Foodstuffs Group and Muyuan Foods [16] Dairy Sector - Yuran Dairy reported stable performance with a revenue of 10.3 billion yuan, showing a year-on-year growth of 2.3% [17] - The dairy industry is expected to see a recovery as production capacity decreases [18] - Recommended companies include Yuran Dairy and China Shengmu Organic Milk [18] Poultry Sector - The poultry sector is facing challenges with breeding imports, particularly for white chickens, due to avian influenza [19][20] - Recommended companies include Shennong Development and Yisheng Livestock [20] Planting Sector - The focus is on food security and biotechnology, with an emphasis on high-yield and resilient crop varieties [25] - Recommended companies include Longping High-Tech and Dabeinong Technology Group [25] Feed Sector - Haida Group is highlighted as a key investment opportunity due to its increasing market share and performance [26] - The animal health sector is also recommended, particularly companies like Kexin Biological [27]

Group 1 - The core viewpoint is that raw milk prices continue to decline, and there is potential for supply-demand balance in H2 2025 due to accelerated herd reduction and improved demand during peak seasons [2][3] - The report suggests that the dairy industry is likely to see a price increase in 2026, driven by reduced dairy cow replenishment and a recovery in demand, supported by new policies aimed at boosting dairy consumption [2][3] - The beef market is expected to enter an upward cycle in 2025, as low beef prices have started to reverse, benefiting from reduced supply and diminished import pressures [3][4] Group 2 - The report highlights strong profit elasticity for livestock companies due to the resonance of meat and milk cycles, with potential improvements in gross margins driven by rising milk prices and cost reductions [4] - The valuation of breeding cows and income from culling are expected to increase with rising beef prices, which could enhance total revenue for leading livestock companies [4] - Companies like YouRan Dairy and Modern Farming are recommended for investment, while China Shengmu and Aoyuan Group are noted as companies to watch due to their involvement in the livestock sector [1][4]

格隆汇8月15日丨澳亚集团(02425.HK)宣布，谨定于2025年8月29日（星期五）举行董事会会议，以（其 中包括）考虑及通过本集团截至2025年6月30日止六个月的中期业绩及其发布，以及处理任何其他事项 （如有）。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部份內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 AustAsia Group Ltd. 澳亞集團有限公司 * （於新加坡共和國註冊成立的有限公司） AustAsia Group Ltd. 執行董事兼行政總裁 Edgar Dowse COLLINS 香港，2025年8月15日 於本公告日期，董事會包括執行主席陳榮南先生、執行董事兼行政總裁Edgar Dowse COLLINS先生及執行董事兼首席運營官楊庫先生，非執行董事高麗娜女 士、Tamotsu MATSUI先生及Gabriella SANTOSA女士，以及獨立非執行董事 辛定華先生、張泮先生及李勝利先生。 * 僅供識別 （股份代號：2425） 董事會會議召開日期 澳亞集團有限公司*（「本公司」，連同其附屬公司統稱「本集團」）的董事會（「董事 會」）茲宣佈謹定於2025年8月29日（星期五）舉行董事會會議，以（其中包括）考慮 及通過本集團截至2025年6月30日止六個月的中期業績及其發佈，以及處理任何 ...

Summary of Key Points Core Viewpoint - A total of 142 stocks reached their 52-week highs as of August 12, with notable performers including Yingmei Holdings (02028), Elite Group (01775), and Fuying Global Group (01620) achieving high rates of 164.89%, 84.78%, and 40.63% respectively [1]. Stock Performance - **Top Performers**: - Yingmei Holdings (02028) closed at 0.223 with a peak of 0.249, marking a 164.89% increase [1]. - Elite Group (01775) closed at 0.350 with a peak of 0.425, reflecting an 84.78% increase [1]. - Fuying Global Group (01620) closed at 0.180, reaching its peak at 0.180, showing a 40.63% increase [1]. - **Other Notable Stocks**: - Aoya Group (02425) increased by 34.36% [1]. - Fuyiy International Holdings (01470) saw a rise of 28.30% [1]. - Huajian Medical (01931) experienced a 27.58% increase [1]. 52-Week High Rankings - The ranking of stocks that reached their 52-week highs includes: - Yingmei Holdings (02028) at 164.89% [1]. - Elite Group (01775) at 84.78% [1]. - Fuying Global Group (01620) at 40.63% [1]. 52-Week Low Rankings - The report also highlights stocks that reached their 52-week lows, with notable declines including: - Jiadeng International Group (08153) at -15.25% [4]. - Kun Group (00924) at -12.86% [4]. - Zhongjia Guoxin (00899) at -10.00% [4].

Group 1 - The stock prices of raw milk companies, particularly Aoyuan Group, have surged significantly, with Aoyuan Group's stock rising over 40% in a single day [1] - The increase in stock prices is attributed to a quiet growth in domestic raw milk demand, driven by multiple favorable factors and preparations by dairy companies for the Mid-Autumn Festival [1][2] - Other raw milk stocks also experienced substantial gains, with Modern Dairy's stock rising over 10% and Yuran Dairy's stock increasing by 7.44% [1] Group 2 - Despite the recent price surge, the average purchase price of fresh milk in major producing provinces remains stable at 3.03 yuan per kilogram, showing no significant rebound [1] - The rapid increase in raw milk stock prices is a result of the market recovery and the influence of several supportive policies [2]

今日开盘后，原奶股继续快速上涨，涨幅持续扩大。截至记者发稿时，除澳亚集团股价飙升超41%外，现代牧业涨15.87%，优然牧业（09858.HK）涨 7.44%。 2022年以来，国内原奶价格持续下行，原奶股股价表现也相对低迷，连续两日大涨的情况并不多见。农业农村部最新价格数据显示，今年七月第五周，内蒙 古、河北等10个主产省份生鲜乳平均收购价格为3.03元/公斤，与月初持平，尚未见明显反弹。 记者了解到，此番原奶股价快速上涨，也是原奶市场回暖和多项政策利好共同作用所致。 原奶市场供需关系在逐步缓和，行业开始有回暖迹象。 虽然国内奶价尚未明显反弹，但港股原奶上市公司股价近两日已"起飞"。今日（8月12日）盘中，澳亚集团（02425.HK）涨幅一度超过40%。 记者多方了解到，在多项利好刺激及中秋乳企备货推动下，国内原奶需求正悄然增长，有部分省市散奶价格涨幅接近翻倍。 昨日（8月11日）午盘后，原奶股股价即出现大幅拉升。截至收盘，现代牧业（01117.HK）股价上涨超10%，多股涨幅逾7%。 部分受访奶农表示，近期因中秋国庆旺季备货期来临，乳企加大了原奶采购量，整体市场供需有所改善。河北奶农徐新介绍，当前市场供需 ...

每经AI快讯，港股乳业股全线飙升，其中，澳亚集团涨超37%，现代牧业涨15%，原生态牧业、中国圣 牧涨超10%，优然牧业涨超8%，澳优涨近5%。 （文章来源：每日经济新闻） ...

港股市场乳业股全线飙升，其中，澳亚集团涨超37%，现代牧业涨15%，原生态牧业、中国圣牧涨超 10%，优然牧业涨超8%，澳优涨近5%。 消息面上，国务院新闻办公室将于2025年8月13日(星期三)上午10时举行新闻发布会，请财政部副部长 廖岷和商务部、中国人民银行、金融监管总局有关负责人介绍个人消费贷款贴息政策和服务业经营主体 贷款贴息政策有关情况，并答记者问。 另外，华泰证券最新报告指，在全球供应链调整和消费升级的共同推动下，中国乳制品行业正迎来 从"规模扩张"向"价值提升"的战略转型，奶酪、黄油等固体乳制品凭借高营养价值和广泛的用途，正成 为推动餐饮业创新和健康食品发展的重要力量。该机构测算得24年B端乳制品行业规模已超400亿，预 计28年市场规模有望达703亿元。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02425 | 澳亚集团 | | 37.67% | 2.010 | 19.71亿 | | 01117 | 现代牧业 | | 15.08% | 1.450 | 114.78亿 | | 01431 ...

Group 1 - The Hang Seng Index rose by 0.09%, gaining 22 points to close at 24,929 points, while the Hang Seng Tech Index fell by 0.39%. The morning trading volume in Hong Kong was HKD 110.2 billion [1] - Dairy stocks led the gains, with expectations that fertility subsidies will boost dairy product demand. Institutions noted that the meat and milk cycle is favorable for livestock companies. Notable stock performances include: Aoyuan Group up 35.62%, Modern Farming up 15%, and China Shengmu up 13% [1] - Hong Teng Precision (06088) saw a rise of over 7% due to the mass production ramp-up of its GB200 series products, while BYD Electronics (00285) increased by over 4% [1] - Zhonghui Biotechnology-B (02627) surged over 16% on its second day of trading, following a nearly 158% increase the previous day, with a total market capitalization exceeding HKD 15 billion [1] - Ping An Good Doctor (01833) rose by 5.6%, reporting significant achievements in its medical AI products and ongoing optimization of its business structure [1] - Huachen China (01114) increased by over 9%, with expected profit growth of 13% to 16% for the first half of the year [1] - Zhenjiu Lidu (06979) rose by over 8%, with institutions suggesting that policy variables are accelerating industry clearing, and performance bottoming is expected as early as the first half of next year [1] Group 2 - Lithium stocks fell in early trading, with strong expectations of a contraction in lithium supply. Analysts indicated that the overall demand increase for the second half of the year lacks imagination. Tianqi Lithium (09696) dropped by 8%, and Ganfeng Lithium (01772) fell by 5% [2]