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港股异动 乳业股表现活跃 优然牧业(09858)涨超6% 现代牧业(01117)涨超4%
Jin Rong Jie· 2025-12-15 03:01
Group 1 - The dairy stocks are performing actively, with YouRan Dairy (09858) up 6.98% at HKD 4.6, Modern Dairy (01117) up 4.35% at HKD 1.44, China Feihe (06186) up 2.18% at HKD 4.21, and Mengniu Dairy (02319) up 1.71% at HKD 14.88 [1] - The National Medical Security Work Conference held on December 13 in Beijing announced multiple data and measures, aiming for "no out-of-pocket" expenses for childbirth within the policy scope by 2026 [1] - A notice from the Ministry of Commerce and other departments on December 14 emphasized strengthening the synergy between commerce and finance to boost consumption [1] Group 2 - According to a report from Kaiyuan Securities, 2026 may mark a turning point for supply and demand in the dairy industry, indicating a good opportunity for left-side layout as the industry fundamentals are nearing the bottom [1] - The current decline in liquid milk demand is narrowing, and the decrease in dairy cow inventory is improving supply and demand dynamics, with the pace of milk price decline slowing [1] - It is expected that milk prices may stop falling and recover by 2026, with both liquid milk volume and price likely to rebound simultaneously, suggesting investment opportunities in leading dairy farms and processing companies [1]
乳业股表现活跃 优然牧业(09858.HK)涨超6%
Mei Ri Jing Ji Xin Wen· 2025-12-15 02:21
Group 1 - The dairy sector stocks are showing active performance with notable increases in share prices for several companies [1] - You Ran Mu Ye (09858.HK) has risen by 6.98%, reaching HKD 4.6 [1] - Modern Mu Ye (01117.HK) has increased by 4.35%, now priced at HKD 1.44 [1] - China Feihe (06186.HK) has seen a rise of 2.18%, trading at HKD 4.21 [1] - Mengniu Dairy (02319.HK) has gained 1.71%, with a current price of HKD 14.88 [1]
乳业股早盘表现活跃 优然牧业涨逾8%现代牧业涨逾4%
Xin Lang Cai Jing· 2025-12-15 02:06
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 乳业股早盘表现活跃,截至发稿,优然牧业(09858)上涨7.91%,报4.64港元;现代牧业(01117)上 涨4.35%,报1.44港元;中国飞鹤(06186)上涨1.70%,报4.19港元;蒙牛乳业(02319)上涨1.09%, 报14.79港元。 责任编辑:卢昱君 乳业股早盘表现活跃,截至发稿,优然牧业(09858)上涨7.91%,报4.64港元;现代牧业(01117)上 涨4.35%,报1.44港元;中国飞鹤(06186)上涨1.70%,报4.19港元;蒙牛乳业(02319)上涨1.09%, 报14.79港元。 责任编辑:卢昱君 ...
乳业股表现活跃 优然牧业涨超6% 现代牧业涨超4%
Zhi Tong Cai Jing· 2025-12-15 02:05
Group 1 - Dairy stocks are performing actively, with Yurun Dairy (09858) up 6.98% at HKD 4.6, Modern Dairy (01117) up 4.35% at HKD 1.44, China Feihe (06186) up 2.18% at HKD 4.21, and Mengniu Dairy (02319) up 1.71% at HKD 14.88 [1] - The National Medical Insurance Administration announced measures aiming for "no out-of-pocket" expenses for childbirth within the policy scope by 2026 during a meeting held on December 13 [1] - A report from Open Source Securities indicates that 2026 may mark a turning point for the dairy industry, suggesting that the current phase presents a good opportunity for investment as the industry fundamentals are nearing the bottom [1] Group 2 - The report highlights that the demand decline for liquid milk is slowing, and the decrease in dairy cow inventory is improving supply and demand dynamics [1] - The pace of milk price decline is expected to slow, with projections indicating that milk prices may stop falling and begin to recover by 2026, leading to a potential simultaneous rebound in both liquid milk volume and price [1] - The report recommends focusing on investment opportunities in leading dairy farms and dairy product processing companies [1]
港股异动 | 乳业股表现活跃 优然牧业(09858)涨超6% 现代牧业(01117)涨超4%
智通财经网· 2025-12-15 02:02
Group 1 - The dairy sector is experiencing active stock performance, with notable increases in share prices for companies such as YouRan Dairy (+6.98% to HKD 4.6), Modern Dairy (+4.35% to HKD 1.44), China Feihe (+2.18% to HKD 4.21), and Mengniu Dairy (+1.71% to HKD 14.88) [1] - The National Medical Insurance Administration announced measures aiming for "no out-of-pocket" expenses for childbirth within policy coverage by 2026, which may positively impact the dairy industry by increasing demand for dairy products among new mothers [1] - A report from Kaiyuan Securities indicates that 2026 could mark a turning point for supply and demand in the dairy industry, suggesting that the current period presents a good opportunity for investment as the industry fundamentals approach a bottom [1] Group 2 - The report highlights that the decline in liquid milk demand is slowing, and a decrease in dairy cow inventory is expected to improve supply and demand dynamics [1] - The pace of milk price decline is expected to slow, with projections indicating that milk prices may stabilize and begin to rise by 2026, leading to a potential recovery in both volume and price of liquid milk [1] - The report recommends focusing on investment opportunities in leading dairy farms and dairy product processing companies as the market conditions improve [1]
50家港股公司出手回购(12月12日)
Group 1 - On December 12, 50 Hong Kong-listed companies conducted share buybacks, totaling 35.48 million shares and an amount of 883 million HKD [1][2] - Tencent Holdings repurchased 1.044 million shares for 636 million HKD, with a year-to-date total buyback amount of 73.044 billion HKD [1][2] - China COSCO Shipping repurchased 4.461 million shares for 60.86 million HKD, with a year-to-date total buyback amount of 6.339 billion HKD [1][2] - Geely Automobile repurchased 1.362 million shares for 23.92 million HKD, with a year-to-date total buyback amount of 139 million HKD [1][2] Group 2 - The highest buyback amount on December 12 was from Tencent Holdings at 636 million HKD, followed by China COSCO Shipping at 60.86 million HKD [1][2] - The largest number of shares repurchased on December 12 was by Jinxin Fertility, with 7.722 million shares, followed by China Feihe and China COSCO Shipping with 5.655 million shares and 4.461 million shares respectively [1][2] - The buyback prices for Tencent Holdings ranged from a high of 616.00 HKD to a low of 601.50 HKD [1][2]
智通港股回购统计|12月15日
智通财经网· 2025-12-15 01:25
Summary of Key Points Core Viewpoint - The article discusses the stock buyback activities of various companies, highlighting the amounts repurchased and their significance in terms of total shares outstanding. Group 1: Major Buybacks - Tencent Holdings (00700) had the largest buyback, repurchasing 1.044 million shares for a total of 636 million [1][2] - China Merchants Industry Holdings (01919) repurchased 4.461 million shares for 60.86 million, representing 2.986% of its total shares [2] - Geely Automobile (00175) bought back 1.362 million shares for 23.92 million, which is 0.078% of its total shares [2] Group 2: Notable Buyback Activities - China Feihe (06186) repurchased 5.655 million shares for 23.18 million, accounting for 2.605% of its total shares [2] - Yum China (09987) conducted two buybacks totaling 58,000 shares for 21.67 million, representing 4.750% of its total shares [2] - Kweichow Moutai (01951) repurchased 772,200 shares for 19.35 million, which is 0.280% of its total shares [2] Group 3: Other Companies Involved - Vitasoy International (00345) repurchased 2,000 shares for 13,300, which is 2.209% of its total shares [3] - Yanzhiyu (01497) bought back 200,000 shares for 1.39 million, representing 0.786% of its total shares [3] - Weigao Group (01066) repurchased 120,000 shares for 631,000, which is 5.179% of its total shares [3]
中国飞鹤(06186.HK)12月12日回购565.50万股,耗资2317.90万港元
中国飞鹤回购明细 (原标题:中国飞鹤(06186.HK)12月12日回购565.50万股,耗资2317.90万港元) 证券时报•数据宝统计,中国飞鹤在港交所公告显示,12月12日以每股4.090港元至4.100港元的价格回购 565.50万股,回购金额达2317.90万港元。该股当日收盘价4.120港元,上涨0.73%,全天成交额7853.11 万港元。 自10月24日以来公司已连续35日进行回购,合计回购2.34亿股,累计回购金额9.94亿港元。 其间该股累 计上涨2.49%。 今年以来该股累计进行37次回购,合计回购2.36亿股,累计回购金额10.04亿港元。(数据宝) | 日期 | 回购股数 | 回购最高价 | 回购最低价 | 回购金额 | | --- | --- | --- | --- | --- | | | (万股) | (港元) | (港元) | (万港元) | | 2025.12.12 | 565.50 | 4.100 | 4.090 | 2317.90 | | 2025.12.11 | 196.90 | 4.080 | | 803.35 | | 2025.12.10 | 547.00 | 4. ...
中国飞鹤(06186.HK)12月12日耗资2317.9万港元回购565.5万股
Ge Long Hui· 2025-12-12 09:51
格隆汇12月12日丨中国飞鹤(06186.HK)发布公告,2025年12月12日耗资2317.9万港元回购565.5万股,回 购价格每股4.09-4.1港元。 ...
中国飞鹤(06186)12月12日斥资2317.9万港元回购565.5万股
Zhi Tong Cai Jing· 2025-12-12 09:47
智通财经APP讯,中国飞鹤(06186)发布公告,于2025年12月12日斥资2317.9万港元回购565.5万股。 该 信息由智通财经网提供 ...