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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.
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