600887 Inner Mongolia Yili Industrial Group
- 29.80
- -0.21-0.70%
Inner Mongolia Yili Industrial Group News
CICC: Consumer is expected to benefit from multiple perspectives in 2025.
Looking ahead to 2025, it is expected that with a package of stimulus policies in place, essential consumer sectors are expected to benefit directly and indirectly from measures such as the distribution of consumer vouchers, boost in consumer confidence, and anticipated improvements in household income.
Express News | 98 stocks received buy ratings from institutions, with kweichow moutai garnering the highest attention.
Guosheng Securities: Fiscal policy adds strength, csi sws food & beverage index continues to advance.
On November 8th, the Ministry of Finance announced that an additional 6 trillion yuan of local government debt quota will be used to convert debt over the next three years, the most aggressive debt reduction measure in recent years. At the same time, next year will continue to implement a more powerful fiscal policy, demonstrating the government's unwavering determination to boost the economy.
Research reports dig deep | Guolian Securities: Inner Mongolia Yili Industrial Group is expected to continue its operational improvement, maintaining a 'buy' rating.
On November 8th, Guolian Securities' research report pointed out that Inner Mongolia Yili Industrial Group (600887.SH) achieved a third-quarter net income attributable to the parent company of 3.337 billion yuan, an increase of 8.53% year-on-year, with a bright profit performance. In terms of product categories, the 2024 Q3 liquid milk / milk powder / chilled beverage revenues were 20.637 / 6.821 / 1.021 billion yuan respectively, with year-on-year changes of -10.31% / +6.56% / -16.65%, among which liquid milk increased by 24.12% month-on-month. As a leading company in the dairy product industry, despite the fact that dairy product demand has not yet significantly recovered, the completion of channel adjustments is bullish for shipments, while also benefiting from cost savings.
Inner Mongolia Yili Industrial Group (600887): This round of channel adjustment is completed, operation improved
The company released the third quarter report of 2024, with revenue totaling 88.733 billion yuan for 2024Q1-3, a year-on-year decrease of 8.61%, and achieving a net income attributable to the parent company of 10.868 billion yuan, a 15.87% year-on-year increase. 2024
Inner Mongolia Yili Industrial Group (600887): The dark night will eventually pass, seize the opportunity of high dividend and low valuation dairy leader.
Elaborate excellence shapes Yili comprehensively, laying a solid foundation for diversified expansion. Looking back at history, the management model of dairy enterprises has shifted from extensive to meticulous, and the core product system has transitioned from single to diversified. With advantages in brand, channels, funds, and milk sources, Yili has gradually enhanced its room-temperature liquid products.
Why is inner mongolia yili industrial group (600887.SH) third-quarter report better than expected?
inner mongolia yili industrial group's total operating income in the first three quarters reached 89.039 billion yuan, and the net income attributable to the parent company exceeded the "100 billion" mark.
Inner Mongolia Yili Industrial Group (600887): The decline in raw milk prices leads to an increase in profit margins; Optimizing the supply side is beneficial to the leading long-term competitive advantage.
Profit margin significantly improved in the third quarter. In the third quarter of 2024, Yili's revenue was 29.1 billion yuan (RMB), a year-on-year decrease of 6.7%, with a narrower decrease compared to the previous quarter (a 16.5% decrease year-on-year in the second quarter); benefiting from raw milk prices.
Soochow Securities: The inflection point of social zero dining profits in 2024Q3 leads the way, with improvements in demand for condiments and dairy products on the horizon.
In July-September 2024, the growth rate of dining revenue in social retail continued to slow down compared to Q2 2024. In September, the year-on-year growth rates of dining in social retail and dining above designated size were +3.1% and +0.7%, respectively.
Inner Mongolia Yili Industrial Group (600887) 24Q3 report review: Marginal improvement in progress; leading performance exceeds expectations.
Event: The company released the third quarter report of 24th year, with revenue/net income attributable to the mother/deducted non-mother net income for the third quarter of 24 years ago reaching 88.73 billion yuan/10.87 billion yuan/8.51 billion yuan, respectively, with year-on-year changes of -8.6%.
Inner Mongolia Yili Industrial Group (600887): Income pressure has eased slightly, and profit performance exceeds expectations.
Event company achieved total revenue/revenue/parent net income/non-recurring net profit of 89.039/8.873/1.086/0.851 billion yuan in the first three quarters of 2024, a decrease of 8.59% year-on-year.
Inner Mongolia Yili Industrial Group (600887.SH): has repurchased 0.5049% of shares.
GeLonghui November 1st | Inner Mongolia Yili Industrial Group (600887.SH) announced that as of the end of October 2024, the company has repurchased a total of 32,144,761 shares, accounting for 0.5049% of the total share capital of the company. The highest purchase price was 27.07 yuan/share, the lowest price was 21.57 yuan/share, and the total amount paid was 757,583,125.84 yuan (excluding transaction fees).
Express News | China Galaxy: Raised Inner Mongolia Yili Industrial Group's target price from 31.00 yuan to 32.00 yuan, maintaining the same shareholding rating for the stock.
Inner Mongolia Yili Industrial Group's Sales Growth May Turn Positive in 4Q -- Market Talk
Inner Mongolia Yili Industrial Group Target Price Raised to CNY32.00 From CNY31.00 by China Galaxy International >600887.SH
Inner Mongolia Yili Industrial Group (600887): Q3 revenue improvement compared to the previous quarter, focusing on buybacks to enhance investor returns.
Event: The company released the third quarter report of 2024, achieving a total operating income of 89 billion yuan in the first three quarters, a year-on-year decrease of 8.6%; achieving a net income attributable to the mother of 10.87 billion yuan, a year-on-year increase of 15.9%. Among them, Q3 of 24 achieved operating
Inner Mongolia Yili Industrial Group (600887): Profits exceed expectations, dairy industry performance turning point begins.
Event Overview: The company released the third quarter report, achieving revenue of 88.733 billion yuan in 2024 Q1-Q3, a year-on-year decrease of 8.61%. The net income attributable to the parent company was 10.868 billion yuan, an increase of 15.87% year-on-year, and the non-recurring net income attributable to the parent company was 85.
50 billion Honghu Fund's new move: buy shares of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, targeting high-quality large cap blue chip stocks.
China Life Insurance and New China Life Insurance jointly initiated the establishment of the 50 billion Honghu Fund, which appeared in the top ten shareholders list of Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry, with shareholding ratios of 1.88% and 0.72% respectively. In terms of investment, Honghu Fund prefers to invest in high-quality large market cap blue chip stocks, especially stocks with high dividend yields.
Inner Mongolia Yili Industrial Group (600887): Profit improvement first, focus on changes in demand, maintain a buy rating.
Investment Highlights: Event: The company released the third quarter report of 2024. According to the company's announcement, the company achieved total operating income of 89.039 billion in the first three quarters of 2024, a year-on-year decrease of 8.59%, with a net income attributable to the parent of 10.868 billion.
Inner Mongolia Yili Industrial Group (600887): Channel adjustments combined with low raw milk prices ending, 3Q exceeding expectations.
Conclusion and Recommendations: Performance Overview: The company announced that in the first three quarters of 2024, it achieved total operating income of 89.04 billion, a year-on-year decrease of 8.6%, with a net income attributable to the parent of 10.87 billion, a year-on-year increase of 15.9%, recording a non-net income after deduction.
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