China Feihe Limited's (HKG:6186) 32% Price Boost Is Out Of Tune With Earnings
Huachuang Starts China Feihe at Strong Buy With HK$7.50 Price Target
Increased maternity subsidies + milk prices hit bottom and rebounded! Hong Kong stocks in the dairy industry are gaining attention, with CHINA FEIHE rising nearly 12%.
① How is the tiered childbirth subsidy policy in Hohhot City implemented in stages? ② Why will the childcare subsidy policy directly benefit the Dairy Product Industry?
Trending Industry Today: CHINA FEIHE Leads Gains In Infant and Child Product Stocks
Hong Kong stocks Concept tracking | The State Council Information Office will hold a press conference to introduce measures to boost Consumer spending. Institutions are Bullish on the profit recovery of dairy companies (with Concept stocks attached).
The State Council Information Office will hold a press conference on March 17, 2025, at 3 PM to introduce matters related to boosting Consumer.
Hong Kong stocks are moving oddly | Infants-Related concept stocks opened high in the morning. The parental subsidy policy in Hohhot exceeded expectations, and the national fertility subsidy policy may be implemented.
Infants-Related stocks opened high in the morning. As of the time of writing, BASECARE-B (02170) rose by 14.15%, trading at HKD 3.63; CHINA FEIHE (06186) rose by 4.55%, trading at HKD 6.20; JXR (01951) rose by 4.37%, trading at HKD 2.63.
Capital Allocation Trends At China Feihe (HKG:6186) Aren't Ideal
【Brokerage Focus】BOCOM INTL 2025 Consumer Trend Analysis: Consumer structure further optimized and upgraded.
Jinwu Finance | BOCOM INTL released the 2025 Consumer Trend Analysis. From the beginning of 2025 to now, the consumer market has exhibited new trends different from previous years, with further optimization and upgrading of the consumption structure. 1) The popularity of Sports consumption is rising, especially noticeable in lower-tier markets. Consumers' focus on sports and health continues to increase, and this trend is particularly evident in lower-tier markets. Over 70% of stores located in lower-tier cities, such as 361 DEGREES, achieved double-digit year-on-year sales growth during the Spring Festival, indicating that Sports consumption is rapidly penetrating into lower-tier cities. 2) The combination of traditional culture and modern consumption presents an opportunity for Chinese IP to go Global. Traditional cultural elements...
China Feihe Limited Boosts Capital Gains With SPD Bank Investment
Debon Securities: Policies emphasize boosting Consumer and focus on the subsequent demand recovery.
The bank recommends focusing on leading companies in sectors that have strong control over upstream and downstream supply chains, channels, and products amid fundamental changes, as well as sectors where year-round profits are likely to exceed expectations due to cost advantages.
Earnings Growth of 0.3% Over 5 Years Hasn't Been Enough to Translate Into Positive Returns for China Feihe (HKG:6186) Shareholders
China Merchants: Leading Baijiu producers stabilize controlled prices, mass products meet expectations.
Sales during the Spring Festival met pre-holiday expectations, with a slight overall decline, while the mass price segment continues to expand. The leading Baijiu(Chinese Liquor) brand is actively controlling inventory, breaking the inertia of pressure in the Industry.
China Feihe Limited's (HKG:6186) Shareholders Might Be Looking For Exit
China Feihe Unit Invests 100 Million Yuan in Financial Product
Dairy stocks collectively rebound, CHINA FEIHE (06186) rises by 3.11%. Goldman Sachs predicts a strong increase in the number of newborns in China in 2024.
Jinwu Financial News | Dairy stocks are collectively rebounding. As of the time of publication, AUSTASIA GROUP (02425) is up 7.37%, Youran Dairy (09858) is up 6.49%, CH MODERN D (01117) is up 3.61%, CHINA FEIHE (06186) is up 3.11%, and MENGNIU DAIRY (02319) is also increasing. On the news front, Goldman Sachs stated that in 2024, the number of newborns in China will reach 9.54 million, a year-on-year increase of 6%, higher than Goldman Sachs' expectations and the UN forecast, returning to the 2022 level and reversing the continuous decline trend since 2017, mainly due to the unexpected economic recovery after the pandemic and the Year of the Dragon.
Hong Kong stocks fluctuate | Dairy industry stocks warm up today as Goldman Sachs states that the number of newborns in 2024 exceeds expectations, which may ease pressures in the infant formula industry.
The dairy stocks have rebounded today. As of the time of this report, YouRan Dairy (09858) increased by 5.84%, reported at 1.63 HKD; CH MODERN D (01117) increased by 3.61%, reported at 0.86 HKD; CHINA FEIHE (06186) increased by 3.3%, reported at 5.32 HKD; MENGNIU DAIRY (02319) increased by 1.05%, reported at 15.4 HKD.
[Brokerage Focus] Goldman Sachs indicates that the number of newborns in China in 2024 will exceed expectations, expecting that the sales pressure in the milk powder Industry will be somewhat relieved.
Jinwu Finance News | Goldman Sachs released a Research Report on China's Consumer Industry, noting that the number of newborns in China will reach 9.54 million in 2024, an increase of 6% year-on-year, higher than Goldman Sachs' expectations and UN forecasts, recovering to 2022 levels and reversing the continuous decline since 2017, mainly due to better-than-expected economic recovery after the pandemic and the effects of the Year of the Dragon. In the baseline scenario, the number of newborns is expected to remain relatively stable by 2035; the bull market scenario assumes a total fertility rate of 1.4 in 2035, while the baseline scenario is 1.2 and the bear market scenario is 1.0. For 2025, the decline in the number of marriage registrations and the impact of the zodiac year are expected to affect this.
The first in the Dairy industry! Feihe (06186) has once again won the Industrie 4.0 award.
The dairy industry is the first to win the Industrie 4.0 award.
China Feihe Limited's Strategic Subscription in SPD Bank's Financial Products
Express News | China Feihe-as at Jan 15 Outstanding Principal Amount of Wealth Management &Structured Deposit Financial Products Subscribed From Spd Bank RMB1.90 Bln