On August 18, YOURAN DAIRY rose 5.32% in regular trading, trading at HKD 4.16/share, with turnover of HKD 22.96 million.

On the news front, the company previously issued a positive profit alert, forecasting H1 attributable net profit of approximately RMB 739 million to RMB 903 million, 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 and enhanced core business performance driven by higher sales volume and lower feed costs.

Multiple brokerages have highlighted structural tailwinds. A recent research note indicated that spot milk prices have surpassed contract prices, daily powder-spraying fresh milk volumes have dropped to a two-year low, and raw milk prices in major producing areas have edged higher, signaling a clear cycle reversal. The dual milk and meat cycle entering an upcycle is expected to further compress fair value losses, with profit elasticity set to expand in the second half.

Additionally, the company will convene a board meeting on August 25 to approve interim results. One brokerage raised its full-year net profit forecast to RMB 1.66 billion with a target price of HKD 5.14, maintaining a Buy rating.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)