Peak season's lackluster performance leads to another drop in raw milk prices. Is overseas bulk powdered milk still cost-effective? | Industry News

Since November, the price of raw milk has reached a new low in this cycle, and the import volume of bulk powder has been declining for eight consecutive months compared to the previous year; currently, domestic bulk powder has started to be exported at low stock prices to some major producing countries; experts believe that this trend of declining import of dairy products will continue.

cls.cnNov 15 04:45 ET

The continuous inversion of raw milk prices has not resolved the "ranch crisis". Should we continue to slaughter cows?

①In the past year, the industry has been continuously 'slaughtering cows' to reduce overcapacity, but the situation of oversupply has not been reversed; ②The impact of oversupply of raw milk has fully appeared in the financial reports of large-scale farms and dairy enterprises; ③The current growth rate of raw milk production is further slowing down, and prices are expected to stabilize in the second quarter of 2025.

cls.cnOct 9 02:54 ET

Technology stocks led the S&P to four consecutive gains, Oracle reached a new high after hours, the US dollar and US bonds fell, gold hit a new high, and commodities rose.

In August, the PPI in the United States showed a cooling down of inflation, and the market slightly raised its bets on the Fed's aggressive interest rate cuts. US stocks rose together, with Nvidia up nearly 2%, while NIO Inc and XPeng fell more than 5%. The European Central Bank cut interest rates for the second time this year, but maintained a restrictive policy. European bonds fell, and the euro rebounded from its four-week low. Commodities rose across the board, with US oil briefly rising by 3.7%, gold reaching a new high with a nearly 2% increase, palladium rising by over 4%, and copper experiencing its largest two-month increase.

wallstreetcnSep 12 19:04 ET

Consumer demand fell below expectations, mengniu dairy's revenue and net income both declined by double digits year-on-year | Financial report observation

Due to the surplus of raw milk supply and lower-than-expected demand, the dairy product industry is facing overall short-term decline. In the first half of the year, Mengniu Dairy's revenue decreased by 12.6% year-on-year and net income decreased by 17.2%.

wallstreetcnAug 28 12:47 ET

China Mengniu Dairy Company Limited Goes Ex Dividend Monday

Seeking AlphaJun 14 08:48 ET

China Feihe Limited Goes Ex Dividend Tomorrow

Seeking AlphaMay 22 10:51 ET