China Yuan Securities Gives Newbrand Dairy a "Buy" Rating, Structural Drivers Support Organic Growth, Net Profit Margin Targets Expected to Exceed Expectations

NightAirdropper · 2026-03-22T22:51:45+00:00

Huayuan Securities recently gave Xinruye an "buy" rating, primarily optimistic about its organic growth, low-temperature business, and channel strategy, expecting net profit margin targets to potentially exceed expectations. However, attention should be paid to risks including raw material costs, market competition, and food safety.

NightAirdropper

2026-03-22 22:51:45

Abstract generation in progress

Meiri AI Express: Huayuan Securities released a research report on March 22nd, giving New Dairy Industry (002946.SZ, latest price: 18.71 yuan) a “Buy” rating. The main reasons for the rating include: 1) Structural-driven endogenous growth, with net profit margin targets likely to be exceeded; 2) Product structure: the “Fresh Acid Dual Strength” strategy has shown significant results, with low-temperature business leading growth; 3) Channel structure: the company’s DTC strategy and emerging channels contribute key incremental value; 4) Steady improvement in profitability, with net profit margin targets expected to be exceeded. Risks include: fluctuations in raw material costs, intensified market competition, food safety issues, etc.

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(Reporter Hu Ling)

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