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Inner Mongolia Yili Industrial Group (600887.SH): The company did not repurchase shares in December.
Gelonghui reported on January 3 that Inner Mongolia Yili Industrial Group (600887.SH) announced that by December 2024, the company had not repurchased any shares. By the end of December 2024, the company had cumulatively repurchased 32,144,761 shares, accounting for 0.5050% of the total share capital, with a maximum purchase price of 27.07 yuan/share, a minimum price of 21.57 yuan/share, and a total amount paid of 757,583,125.84 yuan (excluding transaction costs).
Improved Earnings Required Before Inner Mongolia Yili Industrial Group Co., Ltd. (SHSE:600887) Shares Find Their Feet
Inner Mongolia Yili Industrial Group (600887.SH): plans to increase capital by 0.505 billion yuan to Yijiahao Cheese.
Gelonghui reported on December 31 that Inner Mongolia Yili Industrial Group (600887.SH) announced that in order to support the rapid development of its holding subsidiary, Inner Mongolia Yijiahao Cheese Co., Ltd. (referred to as 'Yijiahao Cheese'), to meet funding needs and optimize its asset structure, the company plans to jointly increase capital into Yijiahao Cheese with shareholder PAGCheers (HK) Limited (referred to as 'PAG'). The company intends to invest in cash of 505.0505 million yuan, while PAG plans to invest in cash of 94.9495 million yuan. Once the capital increase is completed, the registered capital of Yijiahao Cheese will be increased from 11.
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.
Mengniu is once again caught in a wave of layoffs, with 3,000 people leaving in six months. When will the "winter" of the Dairy industry come to an end?
Mengniu's latest response.
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.