On August 10, YOURAN DAIRY rose 5.04% in regular trading, trading at HK$4.275/share, with turnover of HK$180 million. The rally was driven by the companys ongoing internal asset swap and a positive H1 profit turnaround, with capital flowing back into dairy stocks following a sector pullback on August 7.

On August 5, the company announced a non-legally binding letter of intent for an asset swap between its wholly-owned subsidiary Inner Mongolia Youran Dairy and non-wholly-owned subsidiary Saikexing. Upon completion, Inner Mongolia Youran will focus on dairy farming and raw milk, while Saikexing will concentrate on feed, breeding, and dairy cattle supermarket businesses, eliminating operational overlaps.

Additionally, the company previously issued a profit alert forecasting H1 net profit of RMB 739 million to RMB 903 million, compared with a loss of RMB 297 million a year earlier. Orient Securities maintained a buy rating, raising its full-year earnings forecast to RMB 1.66 billion with a target price of HK$5.14. Institutions broadly confirmed an upstream dairy supply-demand inflection point, with raw milk prices entering a moderate recovery channel.

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