Core Viewpoint - YouRan Dairy (09858) has seen a significant increase in stock price, rising over 9% to HKD 3.98, with a trading volume of HKD 106 million. The company is recognized as the largest raw milk supplier globally, with a comprehensive business model covering the entire dairy industry chain, including breeding, grass, feed, and dairy cattle farming, all leading in their respective sectors. Analysts predict a stabilization and gradual recovery of raw milk prices in the first half of 2026 due to improved supply and demand dynamics, which is expected to significantly boost revenue from raw milk sales. Additionally, the upward trend in beef prices is anticipated to benefit the company's profit margins [1]. Group 1 - YouRan Dairy is the largest raw milk supplier globally, with a complete coverage of the dairy industry chain [1] - Analysts expect raw milk prices to stabilize and recover in 2026, leading to increased revenue from raw milk sales [1] - The upward trend in beef prices is likely to continue, positively impacting the company's profits [1] Group 2 - CITIC Securities forecasts a reduction of over 10% in breeding cows since 2024, leading to a domestic shortage of cattle supply, which is a key driver for the current beef price increase [1] - The previous beef cycle saw an 11% decline in stock, resulting in a cumulative price increase of over 60% for fattening cattle, while the current cycle has seen only a 20% increase in live cattle prices [1] - The Ministry of Commerce's ongoing investigation into beef import measures does not affect the domestic cycle reversal logic, indicating a positive outlook for the beef and raw milk sectors [1]
优然牧业涨超9% 机构看好肉牛原奶周期共振 龙头牧业企业利润改善可期