Group 1 - China Shengmu (01432) shares rose over 10%, reaching 0.33 HKD with a trading volume of 6.1415 million HKD [1] - China Shengmu Organic Dairy Co., Ltd. was awarded the title of "Benchmark Enterprise" for the "Animal-Friendly Farm Level Evaluation Standard," becoming one of the first companies in China to receive this 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 its formulation [1] Group 2 - Tianfeng Securities indicated that raw milk prices are at a low point, awaiting a new cycle, with expectations for a prolonged upward cycle due to long recovery periods and low efficiency [1] - The current phase of cow capacity reduction is nearing its end, and the financial pressure from Q3 silage purchases may accelerate the clearing of marginal costs, leading to a potential rebound in raw milk prices [1] - Companies with cow resources or those adopting a "milk-meat linkage" model are expected to have more prominent profitability [1]
港股异动 | 中国圣牧(01432)涨10% 公司成为国内首批获得“动物友好型”农场认证的企业