On September 1, YOURAN DAIRY rose 5.18% in regular trading, trading at HK$4.29/share, with turnover of HK$16.59 million. The rally was primarily driven by the company's recently disclosed interim results showing a strong turnaround from loss to profit, coupled with growing expectations of an upstream dairy industry recovery.

The company reported H1 revenue of RMB 10.627 billion, up 3.3% year-over-year, with net profit attributable to owners reaching RMB 806 million, compared to a loss of RMB 297 million in the prior-year period — a swing of 371.8%. The improvement was underpinned by a 6.6% increase in raw milk sales volume, a 4.7% decline in feed costs, higher per-cow yield, and a significant narrowing of biological asset fair value losses from RMB 2.233 billion to RMB 1.316 billion.

Industry-wide, analysts note that spot milk prices have recently surpassed contract prices, daily powder-spraying volumes have hit a two-year low, and raw milk prices in key production areas have begun a modest recovery — signaling a clear cyclical reversal. Brokerages have highlighted that the convergence of dairy and beef cattle cycles could further amplify profit elasticity in H2. Yili, the company's largest shareholder at 36.07%, completed a HK$1.17 billion stake increase in late June, reinforcing its upstream supply chain positioning.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)