Yili Group (600887.SS): Recent Popularity Reasons and In-Depth Fundamental Analysis

Yili Group has recently become the focus of the market, mainly due to the following core factors:

1. Strong Financial Performance
   : Q3 2025 results show revenue of 90.564 billion yuan (YoY +1.71%) and net profit of 10.103 billion yuan (YoY +18.73%), with profit growth significantly outperforming revenue growth [5].
2. International Innovation Recognition
   : Won four World Dairy Innovation Awards (global first) at the 18th Global Dairy Congress and two product awards at the IDF International Dairy Innovation Awards, demonstrating product innovation strength.
3. Stock Price and Trading Activity
   : Recent stock price increase reached 3.33%, with active trading volume of 130,332,563 shares [1][2].
4. Technological and Business Advantages
   : Accumulated 995 domestic and international invention patent authorizations; diversified business covers liquid milk, milk powder, cold drinks, etc., with milk powder and dairy product revenue of 16.578 billion yuan and cold drink product scale of 8.229 billion yuan [3][4].

Yili Group, as a leader in China’s dairy industry, forms a duopoly with Mengniu, with CR2 in the UHT milk market exceeding 72% [7]. Its product structure is diversified; high-end and low-temperature products have become new growth drivers, and it is actively promoting internationalization strategy [6].

Need to pay attention to potential risks such as intensified industry competition and changes in consumer demand, but overall fundamentals are stable, with long-term investment value [3][7].