Milkground(SH:600882) Xin Lang Cai Jing·2026-02-11 04:34Group 1 - The company signed a memorandum of understanding with Saudia Dairy & Foodstuff Company (SADAFCO) on February 8, 2026, to explore business opportunities in the cheese category in the Saudi market [1][2] - The collaboration will focus on developing, commercializing, and distributing children's cheese snacks, particularly cheese sticks, leveraging the company's R&D and production capabilities alongside SADAFCO's local market insights and distribution channels [2] - The memorandum is a framework document without legal binding, and specific investment amounts or financial commitments are not included; further agreements will be required for formal cooperation [2] Group 2 - The company announced a fair value loss of 128.72 million yuan related to its investment fund and an additional loss of 30.09 million to 40.09 million yuan for a 10% stake in Jilin Zhirun, which is expected to reduce the net profit attributable to shareholders for 2025 by 119.11 million to 126.61 million yuan [3] - A change in management occurred with the departure of the former vice chairman and general manager, and Kuai Yulong was appointed as the new general manager [3] - Revenue projections for 2025 to 2027 are 5.56 billion, 6.55 billion, and 7.80 billion yuan, with year-on-year growth rates of 15%, 18%, and 19% respectively; net profit estimates for the same period are 110 million, 320 million, and 460 million yuan, with growth rates of -7%, 207%, and 42% respectively [3]