Group 1 - The core viewpoint of the article highlights the rise in dairy stocks, specifically mentioning Modern Dairy (01117) increasing by 4.14% to HKD 1.51 and Yurun Dairy (09858) rising by 2.94% to HKD 4.91 [1] - On December 22, the Ministry of Commerce announced a preliminary ruling on anti-subsidy investigations for imported dairy products from the EU, deciding to implement temporary anti-subsidy measures [1] - According to Caitong Securities, due to domestic raw milk overcapacity and a downward cycle in milk prices, the price advantage of imported dairy products is diminishing, creating a window for domestic deep processing capacity expansion [1] Group 2 - The implementation of anti-subsidy measures is expected to further solidify the price advantage of domestic products and accelerate the replacement process of domestic deep processing [1] - The increase in domestic deep processing capacity will create additional demand for raw milk, benefiting upstream farms [1] - Companies to watch include Yurun Dairy and Modern Dairy, as they are positioned to benefit from these market changes [1]
港股异动 乳业股上扬 现代牧业(01117)涨超4% 优然牧业(09858)涨近3%