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Does New Hope Dairy (SZSE:002946) Have A Healthy Balance Sheet?
New Hope Dairy (002946.SZ) received an Equity Transfer payment of 29.7 million yuan.
New Hope Dairy (002946.SZ) announced that on December 31, 2024, the company received a report from Grassroots Knowledge about...
GTJA's Consumer investment outlook for January 2025: The peak season is approaching, and improvement is expected.
It is expected that the consumption data in January will significantly improve due to a low base and the impact of the Chinese New Year being staggered. New channels and new categories resonate, accelerating innovation in Consumer.
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.
Positive Earnings Growth Hasn't Been Enough to Get New Hope Dairy (SZSE:002946) Shareholders a Favorable Return Over the Last Five Years
