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Huachuang Securities: The logic of improvement gradually unfolds, maintaining a neutral outlook on the possibility of a reversal in milk prices in Q3 2025.
First, after the Spring Festival, the destocking during the off-season is expected to accelerate, and then the raw milk cycle is expected to reverse in Q3 of 2025.
New Hope Dairy (002946.SZ): Currently, the source structure of milk is relatively stable, with self-owned farms accounting for about 30%.
Gelonghui, December 17th丨New Hope Dairy (002946.SZ) recently stated in an investor relations activity that the company's current milk source structure is relatively stable, with its own farms accounting for about 30%, strategic investments in shareholding farms also about 30%, and large-scale social farms and cooperatives accounting for about 40%; in the future, it hopes to maintain this ratio to ensure the execution of the "Fresh Cube Global Strategy."
New Hope Dairy (002946.SZ): The contribution of low-temperature products to the main Business exceeds 50%.
On December 17, Glonghui reported that New Hope Dairy (002946.SZ) recently stated during an investor relations activity that the contribution of low-temperature products to the main Business exceeds 50%, with low-temperature fresh milk and low-temperature yogurt maintaining high single-digit growth in the first three quarters. The company is long-term Bullish on the growth of the low-temperature category, as more and more Consumers, including the younger generation, have high demand and acceptance for low-temperature products. The value recognition of Consumers for "fresh" categories and their demand for "fresh" food will continue to increase.
Should You Be Impressed By New Hope Dairy Co., Ltd.'s (SZSE:002946) ROE?
Despite Delivering Investors Losses of 8.7% Over the Past 3 Years, New Hope Dairy (SZSE:002946) Has Been Growing Its Earnings
If EPS Growth Is Important To You, New Hope Dairy (SZSE:002946) Presents An Opportunity
Positive Earnings Growth Hasn't Been Enough to Get New Hope Dairy (SZSE:002946) Shareholders a Favorable Return Over the Last Five Years
