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Guotai Junan: Fertility policies are proactive, accelerating the convergence of supply and demand in the Dairy industry.
Recently, many regions have introduced guidelines for fertility subsidies, and some dairy companies have voluntarily proposed fertility subsidy plans, which are expected to promote the recovery of milk powder and liquid milk categories, and accelerate the process of narrowing the supply-demand gap in the Industry of raw milk.
Hidden mysteries lie beneath the low volume, and the divergence in the CSI Consumer 360 index is deepening. Which directions are expected to take the lead in driving growth?
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Hong Kong stocks movement | Youran Dairy (09858) rises over 5% against the trend as the turning point for raw milk prices approaches; the company's gross margin has significant room for improvement.
Youran Dairy (09858) rose more than 5% against the market trend. As of the time of writing, it is up 4.71%, reported at 2.67 HKD, with a transaction amount of 31.3184 million HKD.
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