Packaged Foods and Meats

Milkground

Milkground released FY2026 Q1 earnings on April 27 After-Market BJT, actual revenue CNY 1.626 B (forecast CNY 1.402 B), actual EPS CNY 0 (forecast CNY 0.0991)

Milkground to Release FY2026 Q1 Earnings on April 28 After-Market (BJT), Forecast Revenue CNY 1.402 B, EPS CNY 0.0991

Milkground released FY2025 annual earnings on March 24 After-Market (BJT), actual revenue CNY 5.633 B (forecast CNY 5.42 B), actual EPS CNY 0.235 (forecast CNY 0.4619)

Milkground released FY2025 Q4 earnings on March 24 After-Market (BJT), actual revenue CNY 1.676 B (forecast CNY 1.491 B), actual EPS CNY -0.1148 (forecast CNY 0.1382)

Milkground to Release FY2025 Earnings on March 25 After-Market (BJT), Forecast Revenue CNY 5.42 B, EPS CNY 0.4619

Mengniu Accelerates Penetration of Meikelu Founder Chai Xiu Removed

Mogudinguo Benefits from EU Dairy Product Anti-subsidy Tariffs, Major Shareholder Increases Holding

Milkground released FY2025 9 Months Earnings on October 30 During-Market (BJT), Actual Revenue CNY 3.957 B, Actual EPS CNY 0.346

Milkground released FY2025 Q3 earnings on October 30 During-Market (BJT), actual revenue CNY 1.39 B (forecast CNY 1.44 B), actual EPS CNY 0.0851 (forecast CNY 0.111)

Milkground to Release FY2025 Q3 Earnings on October 31 During-Market (BJT), Forecast Revenue CNY 1.44 B, EPS CNY 0.111

Milkground released FY2025 Q2 earnings on August 21 After-Market (BJT), actual revenue CNY 1.334 B (forecast CNY 1.405 B), actual EPS CNY 0.1009 (forecast CNY 0.1069)

Milkground released FY2025 Semi-Annual earnings on August 21 After-Market BJT, actual revenue CNY 2.567 B, actual EPS CNY 0.265

Milkground to Release FY2025 Semi-Annual Earnings on August 22, 2025 (BJT)

Mogoo 2025H1 Net Profit Expected to Grow by 56.29%-88.86%

Mogoo's Net Profit Expected to Significantly Increase in the First Half of the Year

Huaxi Securities Maintains Buy Rating for Meichengland

Mogoo Recruits Pet Product Personnel, May Enter Pet Food Market

Miaoqian duo's Net Profit Expected to Grow by 56.29%-88.86% in H1 2025

Milkland's Cheese Business Stabilizes, B2B Market Accelerates Growth

Mogoo Accelerates Layout of Pet Cheese Business Line

600882

The storm that has long been foreshadowed

Wallstreetcn

How a disastrous fund investment led Milkground to bid farewell to the "Chai Xiu Era"

On November 3rd, Milkground and Left Bank Xinhui Data Technology successfully listed and put on chain the "High-Quality Dataset for Cheese and Related Products Inspection and Testing" at the Shanghai Data Exchange. It is reported that Milkground's first high-quality dataset for cheese and related products inspection and testing has been successfully listed and put on chain at the Shanghai Data Exchange, marking an important step since the launch of its cheese RDA project. At the same time, the Shanghai Data Exchange will actively promote traditional manufacturing enterprises to explore the value of data elements

Zhitong

The world's first cheese RDA Milkground is listed

Milkground announced that the company will cancel 2 million repurchased shares at China Securities Depository and Clearing Corporation Limited on September 23, 2025. After this cancellation is completed, the total number of shares of the company will change from 512 million shares to 510 million shares. This cancellation will not have a significant impact on the company's financial condition and operating results, nor will it lead to changes in the company's controlling shareholders and actual controllers

Milkground: Cancel 2 million shares

China Galaxy Securities released a research report indicating that the current fresh milk price of 3.02 yuan/kg may become the bottom price, with expectations for stabilization and recovery in the future. Due to the sluggish milk prices, many dairy farms are facing cash flow losses, and the trend of capacity reduction in the industry will continue, with an expected acceleration in the elimination of low-yield dairy cows, driving up fresh milk prices. Meanwhile, cheese consumption is growing well, with imports from January to July increasing by 12% year-on-year

China Galaxy Securities: Upstream milk prices are expected to bottom out, while downstream focuses on structural opportunities

Milkground announced that as of the disclosure date, shareholders holding more than 5%, Vice Chairman and General Manager Chai Xiu directly holds 76.1036 million shares, accounting for 14.86%, and the concerted actor Dongxiu Trading holds 5.28 million shares, accounting for 1.03%; due to funding needs, Chai Xiu plans to reduce his holdings in the company by no more than 10 million shares through block trading from September 19, 2025, to December 18, 2025, accounting for 1.95% of the company's current total shares, with the reduction price determined at market price

Milkground: Chai Xiu plans to reduce holdings by 1.95% within 3 months

Shanghai Milkground Food Technology Co., Ltd. announced that on November 18, 2024, its board of directors approved a proposal to use idle funds for cash management. On July 16, 2025, the company used 30 million yuan of idle raised funds to purchase structured deposits with a term of 39 days. This product matured on August 25, and the company has redeemed the principal of 30 million yuan, obtaining a return of 58,500 yuan, which meets expectations

Milkground's 30 million idle fundraising cash management matures, redeeming the principal and earning 58,500 yuan in profit

Milkground released its semi-annual report for 2025. During the reporting period, the company achieved operating revenue of 2.567 billion yuan, a year-on-year increase of 7.98%; net profit attributable to the parent company was 133 million yuan, a year-on-year increase of 86.27%; net profit excluding non-recurring gains and losses was 102 million yuan, a year-on-year increase of 80.10%; basic earnings per share were 0.265 yuan

Milkground released its performance for the first half of the year, with a net profit attributable to the parent company of 133 million yuan, a year-on-year increase of 86.27%

Milkground: Net profit in the first half of the year was 133 million yuan, a year-on-year increase of 86.27%

Guotai Junan released a research report, pointing out that China's cheese industry is still in a growth phase, with consumption share and per capita consumption lower than Japan, South Korea, the UK, and the US. It is recommended to increase holdings in Milkground. The demand on the C-end is expanding from children to all age groups, and the B-end strategic layout is accelerating, with the trend of domestic substitution driving the performance growth of leading enterprises. It is expected that there will be significant room for improvement in per capita cheese consumption in 2024, and the industry is expected to expand in the long term

Cathay Securities and Haitong Securities: The cheese industry is expected to expand in the long term, recommending an increase in holdings of Milkground

Milkground announced that the net profit attributable to shareholders of the listed company for the first half of 2025 is expected to be between 120 million yuan and 145 million yuan, representing a year-on-year increase of 56.29% to 88.86%. During the reporting period, the company's main business revenue from cheese products increased, and the decline in raw material costs drove an increase in gross profit margin. Coupled with the advancement of cost reduction and efficiency enhancement measures, the sales expense ratio decreased year-on-year, resulting in a significant increase in net profit

Milkground(600882.SH)