Movement Alert|YOURAN DAIRY Rises 5.52% in Regular Trading, Raw Milk Cycle Reversal Signals Strengthen Ahead of Interim Results Disclosure

Market Focus
Aug 20

On August 20, YOURAN DAIRY rose 5.52% in regular trading, trading at HKD 4.37/share, with turnover of HKD 47.80 million.

On the news front, a recent research report noted that scattered milk prices have surpassed contract prices, daily spray-dried fresh milk volumes have dropped to a two-year low, and raw milk prices in key production areas have edged higher, signaling a clear reversal in the raw milk cycle. 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 operating performance driven by higher sales volumes and lower feed costs.

Additionally, the company is scheduled to hold a board meeting on August 25 to approve interim results, with formal disclosure imminent and market attention rising. Orient Securities raised its earnings forecast, projecting full-year attributable profit of RMB 1.66 billion, and set 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.)

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