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高盛-中国必选消费:据传中国计划推出全国性育儿补贴;IMF分析乳制品覆盖相关影响
Goldman Sachs· 2025-07-07 15:45
Per media reports, the government is reportedly planning to roll out nationwide maternity/child-raising subsidies amount to Rmb3,600 per annum for each legally born infant/young child until they reach 3 years old, equivalent to Rmb300 per month. For children born before Jan 1, 2025, and under 3 years old, the subsidy would be calculated proportionally based on the number of months they are eligible. Specifically, per the media report, the central government policy would feature: 1) An extended duration of 3 ...
蒙牛乳业-超高温灭菌(UHT)牛奶需求疲软持续;布局渠道以获取市场份额
2025-06-09 01:42
5 June 2025 | 10:59PM HKT Mengniu Dairy (2319.HK): Consumer & Leisure Corporate Day: UHT milk demand softness persists; investing in channels for share gain We hosted Mengniu's IR team at our Consumer & Leisure Corporate Day on Jun 5. Key takeaways include: 1) Recent trends: Company noted still weak YTD demand trend for UHT liquid milk, with Apr/May trends tracking largely similar to 1Q25 without notable consumption sentiment uptick. YTD trends showing healthy growth in fresh milk/chilled yogurt and other c ...
Yili Reports FY2024 Revenue of 115.8 Billion Yuan, Reinforcing Its Position as Asia's Leading Dairy Company
Globenewswire· 2025-05-08 07:52
HOHHOT, China, May 08, 2025 (GLOBE NEWSWIRE) -- On April 29, Inner Mongolia Yili Industrial Group Co., Ltd. (600887.SH) released its financial results, reporting total revenue of 115.78 billion yuan in FY2024, further solidifying its position as Asia's top dairy producer. In the first quarter of FY2025, Yili delivered better-than-expected growth, achieving simultaneous increases in both revenue and net profit despite challenging market conditions. A Media Snippet accompanying this announcement is availabl ...
Laird Superfood(LSF) - 2025 Q1 - Earnings Call Transcript
2025-05-07 22:02
Laird Superfood (LSF) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Trevor Rousseau - Head - IRJason Vieth - President, CEO & DirectorAnya Hamill - CFO & Corporate SecretaryJohn-Paul Wollam - Equity Research Associate Conference Call Participants Ayden Morgenstern - Investment Analyst Intern Operator Good afternoon. Thank you for attending the Laird Superfood First Quarter twenty twenty five Financial Results Call. My name is Matt, and I'll be the operator for today's call. All lines w ...
Laird Superfood(LSF) - 2025 Q1 - Earnings Call Transcript
2025-05-07 22:00
Laird Superfood (LSF) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good afternoon. Thank you for attending the Laird Superfood First Quarter twenty twenty five Financial Results Call. My name is Matt, and I'll be the operator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. I'll now have to pass the conference over to our host, Trevor Rousseau, Head of Investor Relations. Trevor, please go ahead. Speake ...