UB-MNIU@EC2612A

Mengniu Reports Strong First Quarter Performance with Successful New Product Launches

Mengniu Dairy repurchased 150,000 shares

Mengniu Dairy Holds Annual General Meeting in 2026 to Deliberate on Multiple Major Matters

Mengniu's 2025 Annual Report Shows Progress in Diversified Product Portfolio and Dividend Distribution Plan

Mengniu Submits Stock Repurchase Disclosure for April 23rd

Mengniu Dairy Submits Stock Repurchase Report

Mengniu Dairy repurchased 200,000 shares for HKD3.28 million

Mengniu's 2025 Net Profit Soars but Affected by Non-recurring Factors

Mengniu Dairy Repurchased 300,000 Shares for HKD 5.065 million

Guoyuan Securities Maintains Buy Rating for Mengniu Dairy with Target Price

FIL Limited Increases Stake in Mengniu Dairy to 5.14%

CFRA Maintains Buy Rating on Mengniu and Raises Target Price to HKD 18

Citi Raises Target Price for Mengniu Dairy to HKD 22.7

Mengniu Dairy Announces Impressive 2025 Earnings Report

Mengniu Announces Annual Earnings, EPS at 0.40 RMB, Share Price Rises

Jefferies Downgrades Mengniu's Target Price to HKD22.60

Mengniu Predicts Mid-Single-Digit Revenue Growth and Profit Margin Improvement This Year

Bank of America Maintains Buy Rating for Mengniu, Projects Core Net Profit to Exceed 4.5 Billion Yuan in FY2026

Goldman Sachs Analyzes Mengniu's 2025 Performance and Gives Buy Rating

Mengniu Dairy Sees Profit Surge and Outlines Shareholder Return Plan

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REACH NEW HLDGS

HINSANG GROUP

NEW GONOW RV

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YAN TAT GROUP

FUTONG TECH

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Potential El Nino conditions may increase crude palm oil prices by 5%-10% due to reduced yields in Malaysia and Indonesia, according to Citi analyst Gan Huan Wen. Historically, El Nino has raised CPO prices by an average of 17%. Citi remains bullish on the CPO sector, favoring SD Guthrie. Meanwhile, Chinese dairy stocks like Mengniu and Yili may benefit from a recovery in raw-milk prices, driven by tightening supply. Lastly, the U.A.E.'s exit from OPEC could have mixed effects on U.S. oil producers, potentially leading to production cuts if the U.A.E. increases supply.

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MENGNIU DAIRY

Mengniu Dairy

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Australia and New Zealand Banking Group Limited

Huayou Cobalt

CITIGROUP INC 6.250 NON CUM SER II PFD WI

ANZ Group Holdings Limited

The Global Energy Order Is Breaking Down — -2-

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China Mengniu Dairy Co. has scheduled its annual general meeting for June 5, 2026, in Hong Kong. Shareholders will review financial statements and vote on a proposed final dividend of RMB0.52 per share, re-election of directors, and reappointment of KPMG as auditor. Additionally, a resolution will be presented to allow the board to repurchase up to 10% of the company's issued share capital. The current analyst rating for Mengniu's stock (HK:2319) is a Buy, with a price target of HK$21.00.

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China Merchants Guozheng Food and Beverage ETF

Hwabao WP CSI Food & Beverage Sub-Industry ETF

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China Mengniu Dairy Sets 2026 AGM, Dividend and Share Buyback Mandate

Liu Yonghao's New Hope Dairy has filed for a Hong Kong IPO, reporting a revenue of 11.2 billion yuan last year. The company ranks fifth in China's liquid dairy market, facing tough competition from industry leaders Yili and Mengniu. Despite its growth through acquisitions, New Hope Dairy's relatively young dairy division struggles against the established giants, which have decades of experience and larger market shares. The IPO aims to enhance financing capabilities to better compete in the market.

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New Hope

NEW HOPE SERV

China's 'Feed King' Liu Yonghao's New Hope Dairy Seeks Hong Kong IPO

Guoyuan Securities (HK) analyst maintained a Buy rating on China Mengniu Dairy Co yesterday and set a price target of HK$21.91. The company’s shares closed last Tuesday at HK$17.09.Claim 30% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks The word on The Street in general, suggests a Strong Buy analyst consensus rating for China Mengniu Dairy Co with a HK$22.24 average price target.

Guoyuan Securities (HK) Remains a Buy on China Mengniu Dairy Co (CIADF)

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Citi released a report indicating that in the performance of the Chinese consumer sector in 2025, 37% of companies exceeded expectations, 43% met expectations, and 20% fell short of expectations. Despite investors holding a positive attitude towards the sector, factors such as the Middle East conflict and cost inflation have affected market sentiment. Citi is optimistic about the recovery of companies like Mengniu, ANTA Sports, and HAIDILAO. If risk appetite exceeds expectations, companies like POP MART and LI NING are expected to perform strongly

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Global X China Consumer

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SPDR S&P Retail ETF

China Universal CSI Consumer Staples ETF

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Citi: The Chinese consumer sector is optimistic about Mengniu, ANTA, HAIDILAO, and others

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The Hong Kong stock market has seen a decline, with the Hang Seng Index finishing lower for two out of three trading days after a previous surge. It closed at 24,750.79, down 201.09 points or 0.81%. The market is expected to open higher on Tuesday, despite mixed global forecasts influenced by oil prices and geopolitical tensions. Major stocks like Alibaba and Haier Smart Home experienced significant losses, while some companies like China Mengniu Dairy and Industrial and Commercial Bank of China saw gains. Wall Street's mixed performance added to market uncertainty.

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KraneShares 2x Long BABA Daily ETF

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INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

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Hang Seng May Reverse Monday's Losses

Mengniu Dairy (2319.HK) has recently attracted widespread attention in the market. According to the daily chart analysis, the technical indicators of this stock are gradually strengthening, especially when the MACD golden cross forms and is accompanied by increasing trading volume, providing a direct buy signal for the market. At the same time, Mengniu Dairy's fundamentals also have significant appeal, as its industry growth potential and optimization of operational efficiency undoubtedly support its medium to long-term development. From a market perspective, Mengniu Dairy's current stock price has broken through recent resistance levels, and its price remains above key moving averages, further confirming the continuation of the upward trend in the short term. However, we still need to pay attention to the international market's response to the dairy industry dynamics and the market's confidence in the company's enhanced export capabilities. Investors may consider building positions when the price pulls back to short-term support levels while assessing changes in trading volume and market sentiment. Short-term traders should focus on the stock's volatility range to ensure stable profits. It is also recommended that investors maintain dynamic tracking and risk control to respond to potential sudden industry changes. The horizontal comparison of Mengniu Dairy indicates that it holds a relatively advantageous position among its peers, and its subsequent performance is still worth close attention

Technical Forecast

Morning Trend | Mengniu Dairy (2319.HK) Breakthrough Imminent, Short-term Opportunities Emerging?

CFRA maintains a Hold opinion on China Mengniu Dairy Company Limited, raising the target price to HKD18. Analysts project long-term revenue growth potential despite cautious consumer sentiment and competition. Revenue growth is expected to be low single digits, supported by market penetration and overseas expansion. Net margin is projected to improve to around 6% by 2026-2027. EPS forecasts remain at CNY1.28 for 2026 and CNY1.41 for 2027. The report highlights challenges from cultural factors and soft raw milk prices.

fidelity

Research Alert: CFRA Keeps Hold Opinion On Shares Of China Mengniu Dairy Company Limited

Futu lowered the target price for Mengniu Dairy to RMB 22.6 and reduced the earnings forecast for 2026 and 2027 by 22% to 24%. The company's net profit last year was RMB 1.545 billion, with an operating profit margin of 8%. Management expects single-digit revenue growth this year, with the liquid milk business recording high single-digit growth, while ice cream, milk powder, and cheese businesses are expected to achieve double-digit growth. Maintains a "Buy" rating

Credit Suisse lowers Mengniu Dairy's target price to 22.6 yuan and revises profit forecasts

China Mengniu Dairy Company Limited (HKG:2319) reported annual results with revenues of CN¥82b and earnings per share of CN¥0.40, leading to a 6.0% rise in shares to HK$17.18. Analysts forecast revenues of CN¥86.0b and earnings per share of CN¥1.27 for 2026, indicating a 4.6% growth. The consensus price target remains at HK$21.39, with analysts maintaining their views on the company's performance. Overall, there is no significant change in sentiment, and the company is expected to grow at a rate similar to its industry peers.

Simplywall

China Mengniu Dairy Company Limited (HKG:2319) Annual Results: Here's What Analysts Are Forecasting For This Year

UB-MNIU@EC2612A(28193.HK)