Group 1 - China Shengmu (01432) saw its stock price increase by over 11%, with a cumulative rise of more than 50% in the month [1] - The recent implementation of a nationwide cash subsidy for child-rearing by the central government is expected to boost demand and consumer confidence in the infant formula industry, which has faced pressure in recent years [1] - The demand for infant formula is anticipated to improve in 2025, driven by the new policy and a favorable demographic trend due to the 2024 zodiac preference [1] Group 2 - China Shengmu is the first organic milk brand to receive dual certification from China and the EU, covering the entire dairy industry value chain from pasture planting to high-end liquid milk production [1] - The company is the largest organic raw milk producer in China and has established deep equity ties with downstream dairy enterprises, which helps stabilize raw milk price fluctuations and secures support from these enterprises [1] - Mengniu Group holds a 29.99% stake in China Shengmu, making it the largest shareholder [1]
港股异动 | 中国圣牧(01432)午后涨超11% 月内累计涨幅逾五成 公司股权深度绑定下游乳企