CLSA Report: China's 2025 Births Projected to Fall Short; Increased Competition Anticipated in Infant Milk Formula Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
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Source: aastocks
Birth Statistics: China's births for 2025 were reported at 7.92 million, a 17% year-on-year decline, falling short of expectations from CLSA and the milk formula industry.
Market Implications: The lower birth numbers indicate increased competition in the infant milk formula market, emphasizing the importance of product structure and sales momentum for companies.
Consumer Trust: Companies with a stable customer base in earlier product stages and the ability to build consumer trust are likely to benefit as the market shifts towards stage 3 products.
Preferred Stocks: CLSA favors YILI and H&H International Holdings over China Feihe, rating them as Outperform with target prices set at RMB34, $16.4, and $4.9, respectively.
Analyst Views on 01112
Wall Street analysts forecast 01112 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01112 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 14.020
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Current: 14.020
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
