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CH MODERN D
01117.HK
China Modern Dairy Holdings Ltd., an investment holding company, operates dairy farming and produces raw milk in Mainland China, the United States, and internationally. It is involved in the production, trading, and sale of feeds; e-commerce platforms; forage grass planting; and breeding of dairy cows. The company was founded in 2005 and is headquartered in Maanshan, the People’s Republic of China. China Modern Dairy Holdings Ltd.
35.60 B
01117.HKMarket value -Rank by Market Cap -/-

Financial Score

05/12/2025 Update
D
Agricultural Products and ServicesIndustry
Industry Ranking8/11
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreD
    • ROE-21.83%E
    • Profit Margin-16.28%D
    • Gross Margin26.41%C
  • Growth ScoreD
    • Revenue YoY-2.38%D
    • Net Profit YoY-702.00%E
    • Total Assets YoY5.59%B
    • Net Assets YoY-14.66%E
  • Cash ScoreD
    • Cash Flow Margin-614.13%E
    • OCF YoY-2.38%D
  • Operating ScoreC
    • Turnover0.39C
  • Debt ScoreD
    • Gearing Ratio69.88%D

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Institutional View & Shareholder

Analyst Ratings

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    News
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    Morning Trend | CH MODERN D funds continue to flow back, how long can the main rise last?

    On December 1st, CH MODERN D (1117.HK) closed with a strong surge again, with continuous capital inflow in the dairy and agricultural products sectors this week. The "strong agriculture and priority for farmers" policy has been implemented, providing special funding support for the dairy industry. Additionally, the company's own ranch expansion and new product lines frequently trending on social media have catalyzed long-term and fast-paced capital participation in the market. Technically, both volume and price are rising synchronously, showing a significant main rising quality. Even though the short-term increase is substantial, there are clear signals of major players increasing their positions. In terms of intraday structure, high-level pressure is gradually becoming apparent, and if divergences widen or large orders start to flow out, volatility may intensify. Performance realization and policy expectations are key to the bullish market. If the industry's prosperity fails to sustain or unexpected exit events occur, there is a significant risk of retracement. It is recommended that investors continue to track intraday transaction details and policy information, and set effective defensive positions for short-term operations to rationally respond to pullbacks and volatility risks

    Technical Forecast·
    HK
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    -1.47%
    Technical Forecast·
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    Understanding the Market | CH MODERN D rose nearly 5% in the morning as the company’s acquisition of CHINA SHENGMU triggered a full takeover bid with a total price exceeding HKD 2 billion

    CH MODERN D rose nearly 5% in the morning, and as of the time of writing, it has increased by 4.96%, trading at HKD 1.27, with a transaction volume of HKD 10.3741 million. In terms of news, CH MODERN D recently announced that it will acquire approximately 1.28% of the equity of CHINA SHENGMU for HKD 37.52 million. After the completion of this acquisition, the shareholding ratio of CH MODERN D and its concerted action party Mengniu will increase from 29.99% to over 30%, triggering a mandatory offer. CH MODERN D will acquire the remaining shares of CHINA SHENGMU at a price of HKD 0.35 per share, with a maximum total price of approximately HKD 2.016 billion. This transaction is also seen as an integration of Mengniu's upstream resources. It is reported that Mengniu is the controlling shareholder of CH MODERN D and also the largest shareholder of CHINA SHENGMU. After the transaction is completed, CH MODERN D and CHINA SHENGMU will achieve a "strong alliance." The announcement stated that the combined herd size is expected to exceed 610,000 heads, with annual raw milk production expected to exceed 4 million tons, positioning it among the world's leading livestock farming enterprises. The scale effect will significantly enhance its bargaining power in the procurement of bulk materials such as feed, effectively reducing unit production costs and consolidating industry cost advantages

    Zhitong·
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    01432
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    Zhitong·
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    CH MODERN D: CH MODERN D (Group) reported a net loss attributable to the parent company of approximately 876 million yuan in the first three quarters, an increase of 184.35% year-on-year

    According to the Zhitong Finance APP, CH MODERN D announced that its non-wholly-owned subsidiary, CH MODERN D (Group) Co., Ltd., achieved operating revenue of 9.348 billion yuan in the first three quarters of 2025, a year-on-year decrease of 2.45%; the net loss attributable to the parent company's owners was approximately 876 million yuan, a year-on-year increase of 184.35%

    Zhitong·
    HK
    01117
    -1.47%
    Zhitong·
    HK
    01117
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    CHINA SHENGMU plans to make a full acquisition offer for CH MODERN D at a premium of approximately 14.75%

    CHINA SHENGMU has reached a share purchase agreement with CH MODERN D, under which CH MODERN D will acquire 107.2 million shares of CHINA SHENGMU for HKD 37.52 million, at a premium of approximately 14.75%. Upon completion of the agreement, CH MODERN D and its concert parties will hold 30% or more of CHINA SHENGMU's shares, necessitating a mandatory offer under the Takeover Code. This transaction will increase CH MODERN D's herd size to over 610,000, enhancing its market competitiveness

    Zhitong·
    HK
    01432
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    01117
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    Zhitong·
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    Understanding the Market | Dairy Stocks Surge in the Morning as Raw Milk Prices Stabilize Recently, Industry De-stocking Expected to Accelerate in the Second Half of the Year

    Dairy stocks rose broadly in the morning, with YOURAN DAIRY up 5.74% and CH MODERN D up 3.36%. After a four-year downward cycle, raw milk prices have recently stabilized at a certain stage, with a slight increase in the average price in major producing areas. Guosheng Securities pointed out that the narrowing decline in milk prices will lead to profit recovery, although the industry still faces loss pressure and the trend of capacity reduction continues. Tianfeng Securities believes that milk prices are supported by holiday demand in the short term, but the trend of destocking continues, and the turning point of the milk price cycle is worth looking forward to

    Zhitong·
    HK
    09858
    -0.71%
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    01117
    -1.47%
    Zhitong·
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    09858
    -0.71%
    HK
    01117
    -1.47%
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