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Central China: Supply and demand are tending to balance, and raw milk prices are expected to stabilize.
Since 2024, the supply and demand pattern of the raw milk market has improved, and raw milk prices are expected to stabilize within the year. The balance of supply and demand upstream for raw milk is favorable for the overall development of the Industry, and the Dairy Product Industry's valuation in the secondary market is also expected to recover.
Soochow: Imbalance in supply and demand in the dairy industry intensifies. Focus on leading farms and the recovery of dairy companies' profitability.
Soochow anticipates that the Industry is expected to achieve supply-demand balance in the second half of 2025, stabilizing milk prices.
Is Inner Mongolia Yili Industrial Group (SHSE:600887) A Risky Investment?
SWHY: The performance of the CSI SWS Food & Beverage index in the 2024 annual report shows differentiation, with two types of opportunities emerging in consumer goods.
The Baijiu Industry shows bottom characteristics during the Spring Festival but still needs verification. Combined with the current valuation and dividend levels, leading companies have mid to long-term investment value from a dividend yield perspective.
Star Hakuba Stock has lost a market cap of 100 billion over the past four years!
0.52 million retail investors are still waiting to return.
Returns On Capital Signal Tricky Times Ahead For Inner Mongolia Yili Industrial Group (SHSE:600887)
Be Wary Of Inner Mongolia Yili Industrial Group (SHSE:600887) And Its Returns On Capital
