CMSI Upgrades MENGNIU DAIRY to Overweight; YOURAN DAIRY Offers Trading Opportunities
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CMSI has upgraded MENGNIU DAIRY to Overweight, citing a critical inflection point in raw milk prices that may lead to a valuation re-rating cycle in the dairy industry. The report indicates a rebalancing of supply and demand, with raw milk prices expected to stabilize between RMB3 and RMB3.05 per kilogram by 4Q25. While demand recovery signs are still emerging, CMSI sees this as a pivotal moment for leading dairy companies to restore profit margins. YOURAN DAIRY is also highlighted as a trading opportunity.
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