Group 1 - China Shengmu (01432) shares rose over 10%, currently up 10.00% at HKD 0.33, with a trading volume of HKD 6.1415 million [1] - China Shengmu Organic Dairy Co., Ltd. has been awarded the title of "Benchmark Enterprise" under the "Animal-Friendly Farm Level Evaluation Standard," becoming one of the first companies in China to receive "Animal-Friendly" farm certification [1] - The T/CVDA 38-2025 "Animal-Friendly Farm Level Evaluation - Dairy Cattle" standard was released, with China Shengmu being a key drafting unit, contributing significantly to the standard's formulation [1] Group 2 - Tianfeng Securities (601162) indicates that raw milk prices are stabilizing at low levels, awaiting a new cycle [1] - Due to long recovery periods and low efficiency, the current upward cycle is expected to last longer [1] - The current reduction in dairy cow capacity may be nearing its end, and the financial pressure from Q3 silage purchases could accelerate the clearing process, with raw milk prices likely to bottom out and rebound [1] - Companies with cow resources or those adopting a "milk-meat linkage" model are expected to have stronger profitability [1]
中国圣牧涨10% 公司成为国内首批获得“动物友好型”农场认证的企业