---
title: "Minsheng Securities: Initiates \"Recommended\" rating for BMGC, focusing on the upward cattle cycle and operational turning points"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/248903533.md"
description: "Minsheng Securities' research report points out that BMGC is a well-established state-owned enterprise in Shanghai, focusing on the meat industry. The new consumption trend of national brands is reshaping century-old time-honored brands, with an upward cow cycle emphasizing operational turning points. The company is a leader in the industry in areas such as canned meat products, beef and lamb, honey, and milk candy. Its subsidiary, Silver Fern Farms in New Zealand, is one of the largest beef, lamb, and venison slaughtering companies in New Zealand and will fully benefit from the rising prosperity of the cow cycle. The company focuses on brand building and synergizes the meat industry chain to fully leverage BMGC's core competitiveness. This is the first coverage, and a \"Buy\" rating is given"
datetime: "2025-07-17T06:14:50.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/248903533.md)
  - [en](https://longbridge.com/en/news/248903533.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/248903533.md)
---

# Minsheng Securities: Initiates "Recommended" rating for BMGC, focusing on the upward cattle cycle and operational turning points

Minsheng Securities research report points out that BMGC is a well-established state-owned enterprise in Shanghai, focusing on the meat sector. The new consumption trend of domestic brands is reshaping century-old time-honored brands, with an upward cow cycle emphasizing operational turning points. The company is a leader in the industry in areas such as canned meat products, beef and lamb, honey, and milk candy. Its subsidiary, Silver Fern Farms in New Zealand, is one of the largest beef, lamb, and deer meat processing companies in New Zealand and will fully benefit from the rising prosperity of the beef cycle. The company focuses on brand building and synergizes the meat industry chain to fully leverage BMGC's core competitiveness, initiating coverage with a "Buy" rating

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