Core Viewpoint - YouRan Agriculture (09858) has seen its stock price increase by over 20% this week, with a current price of 4.3 HKD, reflecting a 5.13% rise as of the latest report [1] Price Trends - The price of calves is reported at 32 CNY/kg, showing a week-on-week increase of 0.63% and a year-to-date increase of 32.73% [1] - The price of fattened bulls is at 25.58 CNY/kg, with a week-on-week decrease of 0.16% but a year-to-date increase of 8.25% [1] Supply and Demand Outlook - Due to previous long-term losses, there has been a significant reduction in production capacity, leading to a gradual decrease in the number of breeding cows. This effect is expected to tighten beef supply in the medium to long term, with beef prices anticipated to enter an upward cycle between 2026 and 2027 [1] - The reduction in production capacity is expected to stabilize and eventually increase raw milk prices in the coming year [1] Market Sentiment - Guojin Securities forecasts that as the supply-side capacity reduction continues, raw milk prices are likely to stabilize and recover next year [1] - Recent increases in calf and live cattle prices suggest the potential onset of a new beef cycle, indicating a positive outlook for the sector [1]
优然牧业再涨超5% 本周股价累涨两成 机构预计新一轮肉牛周期有望开启