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） ...

Group 1 - The Hong Kong stock market saw a significant rise in dairy stocks, with Australia Asia Group increasing by over 37%, Modern Dairy by 15%, and other companies like Original Ecology Dairy and China Shengmu rising over 10% [1][2] - The Chinese dairy industry is undergoing a strategic transformation from "scale expansion" to "value enhancement," driven by global supply chain adjustments and consumption upgrades [1] - Solid dairy products such as cheese and butter are becoming key drivers for innovation in the catering industry and the development of healthy food, with the B-end dairy product market expected to exceed 40 billion yuan by 2024 and reach 70.3 billion yuan by 2028 [1] Group 2 - Australia Asia Group's stock rose by 37.67% to a latest price of 2.010, with a total market value of 1.971 billion yuan [2] - Modern Dairy's stock increased by 15.08% to a price of 1.450, with a market capitalization of 11.478 billion yuan [2] - Other notable increases include Original Ecology Dairy at 10.53% (0.420, 0.197 billion yuan), China Shengmu at 10.23% (0.485, 0.4065 billion yuan), and YouRan Dairy at 8.44% (4.370, 17.011 billion yuan) [2]

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]

Group 1 - Dairy stocks have seen significant gains, with Australia Asia Group rising by 35.62% to HKD 1.98, Modern Dairy up by 13.49% to HKD 1.43, and others like Original Ecology Dairy and China Shengmu also experiencing increases [1] - The implementation of the "Childcare Subsidy System" starting January 1, 2025, will provide annual subsidies of HKD 3,600 per child for infants under three years old, potentially leading to an annual distribution of approximately HKD 100 billion, which is expected to boost demand in the dairy sector [1] - The meat and milk cycle is positively impacting livestock companies, with rising beef prices expected to enhance profitability and cash flow for companies like Yuran Dairy, Modern Dairy, and China Shengmu, with projected revenue increases of HKD 440 million, HKD 340 million, and HKD 80 million respectively under a 40% increase in beef prices [1] Group 2 - The upward trend in beef prices is anticipated to accelerate the clearing of social ranch inventories, benefiting the raw milk supply structure and subsequently influencing raw milk prices [1] - There is a recommendation to prioritize investment in leading livestock companies listed in Hong Kong due to the favorable market conditions [1]

Core Viewpoint - The dairy sector stocks have seen significant gains following the announcement of a new child-rearing subsidy policy, which is expected to boost demand for dairy products and improve the financial outlook for related companies [1] Group 1: Stock Performance - Australia Asia Group (02425) increased by 35.62%, trading at 1.98 HKD [1] - Modern Farming (01117) rose by 13.49%, trading at 1.43 HKD [1] - Yuan Ecological Agriculture (01431) gained 9.21%, trading at 0.415 HKD [1] - China Shengmu (01432) increased by 7.95%, trading at 0.475 HKD [1] - Youran Dairy (09858) rose by 8.19%, trading at 4.36 HKD [1] Group 2: Policy Impact - The newly introduced child-rearing subsidy will provide 3,600 RMB per child annually for children under three years old, starting from January 1, 2025 [1] - The annual issuance of these subsidies is estimated to be around 100 billion RMB, which could have a multiplier effect on demand in the dairy sector [1] Group 3: Market Dynamics - The rising prices of beef cattle are expected to enhance the profitability and cash flow of livestock companies [1] - Under a scenario where cattle prices increase by 40% compared to 2024 levels, it is projected that Youran Dairy, Modern Farming, and China Shengmu could see revenue increases of 440 million, 340 million, and 80 million RMB respectively from cattle sales [1] - The upward trend in beef prices may accelerate the clearing of social ranch inventories, positively impacting the supply of raw milk and subsequently influencing raw milk prices [1] - The focus is recommended on leading livestock companies listed in Hong Kong [1]

Core Viewpoint - The introduction of a new child-rearing subsidy policy in China is expected to significantly boost demand in the dairy industry, leading to notable stock price increases for major dairy companies [1] Group 1: Stock Performance - Dairy stocks have seen substantial gains, with Australia Asia Group (02425) rising by 35.62% to HKD 1.98, Modern Farming (01117) up 13.49% to HKD 1.43, and others like Original Ecology Farming (01431) and China Shengmu (01432) also experiencing increases [1] - The overall positive sentiment in the dairy sector is reflected in the stock performance of leading companies [1] Group 2: Policy Impact - The newly implemented child-rearing subsidy scheme will provide annual subsidies of CNY 3,600 per child for children under three years old starting January 1, 2025, potentially leading to an annual distribution of approximately CNY 100 billion [1] - This subsidy is expected to have a multiplier effect, enhancing demand for dairy products and benefiting the industry as a whole [1] Group 3: Market Dynamics - The current meat and milk cycle is favorable for livestock companies, with rising beef prices expected to improve profitability and cash flow for these firms [1] - Projections indicate that under a scenario where beef prices increase by 40% compared to 2024 levels, companies like Yuran Farming, Modern Farming, and China Shengmu could see revenue increases of CNY 440 million, CNY 340 million, and CNY 80 million respectively from cattle sales [1] - The upward trend in beef prices is anticipated to accelerate the clearing of social ranch inventories, positively impacting the supply of raw milk and subsequently influencing raw milk prices [1]

Group 1 - The Hong Kong dairy stocks experienced a significant rise, with Australia Asia Group increasing over 13%, China Shengmu up over 9%, Modern Dairy and Yurun Dairy rising nearly 8%, and Original Ecology Dairy up 4% [1] - The implementation of the "Childcare Subsidy System" starting January 1, 2025, will provide a subsidy of 3,600 yuan per child per year for families with children under three years old, which is expected to lower family costs and stimulate birth rates and consumption in infant families, particularly in lower-tier cities [1] - This policy is projected to benefit over 20 million families with infants, potentially driving demand for dairy products, especially infant formula [1] Group 2 - Huatai Securities reports that the Chinese dairy industry is undergoing a strategic transformation from "scale expansion" to "value enhancement," driven by global supply chain adjustments and consumption upgrades [1] - Solid dairy products like cheese and butter are becoming key drivers for innovation in the catering industry and the development of healthy food due to their high nutritional value and versatility [1] - The B-end dairy product market is estimated to exceed 40 billion yuan by 2024, with projections for the market size to reach 70.3 billion yuan by 2028, corresponding to a CAGR of 14.3% from 2025 to 2028 [1]

澳亚集团(02425)发布公告，于2025年8月5日完成供股发行2.8亿股新股份。 ...

智通财经APP讯，澳亚集团(02425)发布公告，于2025年8月5日完成供股发行2.8亿股新股份。 ...