Company Encyclopedia
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name
NHD
002946.SZ
New Hope Dairy Co., Ltd. produces and sells dairy products in China. It offers pasteurized milk, ultra-high temperature milk, formulated milk, fermented milk, and other dairy products, as well as involved in food trading, dairy cattle breeding, and other businesses. New Hope Dairy Co., Ltd.
2.104 T
002946.SZMarket value -Rank by Market Cap -/-

Financial Score

05/12/2025 Update
B
Packaged Foods and MeatsIndustry
Industry Ranking16/137
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreB
    • ROE20.48%A
    • Profit Margin6.27%B
    • Gross Margin28.43%C
  • Growth ScoreC
    • Revenue YoY0.06%C
    • Net Profit YoY31.16%B
    • Total Assets YoY1.58%C
    • Net Assets YoY20.45%A
  • Cash ScoreB
    • Cash Flow Margin1594.24%B
    • OCF YoY0.06%C
  • Operating ScoreA
    • Turnover1.18A
  • Debt ScoreD
    • Gearing Ratio59.98%D

Valuation analysis

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Institutional View & Shareholder

Analyst Ratings

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    News
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    The three major A-share indices collectively fell at the midday break, with the consumer sector leading the gains

    36Kr learned that the three major A-share indices collectively fell during the midday break, with the Shanghai Composite Index down 0.03%, the Shenzhen Component Index down 0.59%, and the ChiNext Index down 2.13%. The engineering machinery, electronic components, and computer hardware sectors led the decline, with Sany Heavy Industry, Huadian Technology, Zhongke Shuguang, and Jiangbolong falling over 4%. The consumer goods and cultural communication sectors saw the largest gains, with Shede Liquor rising over 8%, PINLIVE rising over 7%, NHD rising over 6%, and Focus Media and COL rising over 3%

    36Kr·
    SZ
    002027
    -0.42%
    SZ
    300892
    +0.83%
    SZ
    002946
    +0.30%
    36Kr·
    SZ
    002027
    -0.42%
    SZ
    300892
    +0.83%
    SZ
    002946
    +0.30%

    NHD released its performance for the first three quarters, with a net profit attributable to the parent company of 623 million yuan, a year-on-year increase of 31.48%

    According to the Zhitong Finance APP, NHD released its third-quarter report for 2025. In the first three quarters, the company achieved operating revenue of 8.434 billion yuan, a year-on-year increase of 3.49%. The net profit attributable to shareholders of the listed company was 623 million yuan, a year-on-year increase of 31.48%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 647 million yuan, a year-on-year increase of 27.62%

    Zhitong·
    SZ
    002946
    +0.30%
    Zhitong·
    SZ
    002946
    +0.30%

    NHD: The controlling shareholder UDL did not reduce its holdings in the company from July to October

    NHD announced that its controlling shareholder Universal Dairy Limited previously planned to reduce its holdings by no more than 8.6068 million shares through centralized bidding and no more than 17.2135 million shares through block trading during the period from July 21, 2025, to October 20, 2025, totaling no more than 3% of the company's total share capital. As of the expiration of the reduction period on October 20, 2025, UDL did not actually reduce its holdings in the company, and both the number and proportion of shares held remained unchanged

    Zhitong·
    SZ
    002946
    +0.30%
    Zhitong·
    SZ
    002946
    +0.30%

    Guosheng Securities: The inflection point of the raw milk cycle is approaching, and the improvement of dairy companies is on the way

    Guosheng Securities released a research report indicating that after a four-year downward cycle, raw milk prices have recently achieved a phase of stability, mainly influenced by a small peak in dairy product demand during the Mid-Autumn Festival and National Day, as well as supply-side clearance. The average price of raw milk in major production areas nationwide increased from 3.02 yuan/kg in August to 3.04 yuan/kg by the end of September, and the price of loose milk in Ningxia has also risen. It is expected that stable milk prices and reduced losses from culling cows will bring opportunities to the livestock sector, and the balance of raw milk supply and demand will promote a slowdown in competition among dairy companies

    Zhitong·
    SH
    600419
    +1.04%
    SH
    600887
    -0.24%
    SZ
    002946
    +0.30%
    Zhitong·
    SH
    600419
    +1.04%
    SH
    600887
    -0.24%
    SZ
    002946
    +0.30%

    Guangfa Securities: Consumer goods consumers pursue "cost-effectiveness + high value" and are optimistic about the recovery of demand after the clearance of liquor

    Guangfa Securities released a research report indicating that the consumer goods industry is undergoing channel transformation, with consumers pursuing "cost-effectiveness + high value." Companies need to pay attention to demands for cost-effectiveness, health, convenience, etc., and leading enterprises with strong product power will benefit. After adjustments, the liquor industry is expected to see a recovery in demand by 2025. Snack and chain food companies are facing differentiation and profitability pressures, and new changes and business expansion need to be monitored

    Zhitong·
    SZ
    300783
    +0.74%
    SZ
    002946
    +0.30%
    HK
    02517
    -0.56%
    Zhitong·
    SZ
    300783
    +0.74%
    SZ
    002946
    +0.30%
    HK
    02517
    -0.56%
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