On August 14, YOURAN DAIRY rose 5.2% in regular trading, trading at HKD 4.045/share, with turnover of HKD 52.79 million. The rally was driven by the company's previously announced positive profit alert and bullish broker commentary on its dual-cycle recovery.

The company forecast H1 attributable net profit of RMB 739 million to RMB 903 million, representing a significant turnaround from a loss of RMB 297 million in the same period last year. The improvement was attributed to narrower fair value losses on biological assets, higher milk sales volumes from improved farming efficiency, and lower feed costs. Huatai Securities noted that the company's core business operations are continuously improving, with rising cull-cow prices generating better disposal income. The broker highlighted that both the milk and beef cycles are entering an upward channel simultaneously, which is expected to drive further narrowing of fair value losses, with profit elasticity set to accelerate in the second half. Dongfang Securities previously maintained a Buy rating with a target price of HKD 5.14, projecting full-year net profits of RMB 1.66 billion for the current fiscal year.

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