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Shanghai Milkground Food Tech Co Ltd

Shanghai Milkground Food Tech Co., Ltd. manufactures and sells cheese and liquid milk products to consumers and industrial clients in China. Its cheese offerings include cheese sticks and family cooking cheese, as well as cream cheese spread, cheese slices, butter, cheese tablets, mozzarella cheese, refined mozzarella cheese shreds, baked cheese, whipping cream, and honey fried cheese. The company also operates a dairy product trading business and sells through online and offline channels, including distributors, e-commerce platforms, snack retailers, supermarkets, catering clients, and instant retail. Founded in 1998, it is headquartered in Shanghai, China.

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China
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Milkground's 2026 interim report shows revenue of 3.304 billion yuan, plans cash dividend of 102 million yuan

Milkground released its 2026 interim report, with operating revenue of 3.304 billion yuan, up 28.71 percent year on year, and net profit attributable to the parent of 151 million yuan, up 13.74 percent, along with a high-ratio cash dividend plan. Cheese business revenue reached 2.887 billion yuan, up 28.95 percent year on year, raising its share of main business revenue to 88.06 percent and contributing 97.78 percent of main business gross profit. The company plans to distribute a cash dividend of 0.20 yuan per share before tax to all shareholders, totaling about 102 million yuan, accounting for 67.24 percent of current net profit attributable to the parent. Net cash flow from operating activities was 300 million yuan, up 27.38 percent year on year. Former director Chai Xiu raised objections to some content in the semi-annual report, but the company said this does not affect the overall authenticity of the report.
600882.CG · Capital · Positive Revenue and profit growth with a high cash dividend plan
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ChinaHong Kong SAR ChinaThailandSingapore
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Milkground posts double growth in first-half revenue and net profit, announces first major dividend exceeding 100 million yuan

Domestic cheese leader Milkground released its first-half 2026 financial report, achieving growth in both revenue and net profit and launching its first major dividend. During the reporting period, the company achieved operating revenue of 3.304 billion yuan, up 28.71 percent year on year. Net profit attributable to shareholders of the listed company was 151 million yuan, up 13.74 percent year on year. The company returned 67.24 percent of its first-half profit to shareholders, with total dividends exceeding 100 million yuan. Cheese business revenue reached 2.887 billion yuan, up 28.95 percent year on year, and its share of main business revenue rose to 88.06 percent. The company's products have been successfully exported to Hong Kong, Thailand, Singapore and other places, with a focus on core markets in Southeast Asia and the Middle East.
600882.CG · Capital · Positive First-half revenue and net profit grew, and the company announced its first major dividend exceeding 100 million yuan.
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Saudi ArabiaChina
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Milkground and SADAFCO Extend Cooperation Discussion Deadline to February 2027

Milkground has signed an agreement with Saudi dairy company SADAFCO to extend the strategic cooperation discussion period by six months to February 8, 2027. The company previously signed a memorandum with SADAFCO on February 8, 2026, planning to explore cooperation in innovation, introduction, commercialization, distribution, and market expansion of children's cheese snacks in the Saudi market. According to the original memorandum, the two parties were to complete discussions within six months of signing, and this extension marks the second postponement. In the first quarter of 2026, Milkground achieved revenue of 1.626 billion yuan and net profit attributable to the parent company of 75.56 million yuan.
600882.CG · · Neutral Extension of cooperation discussion with SADAFCO, no concrete outcome yet.
Saudia Dairy & Foodstuff Company (SADAFCO) · · Neutral Extension of cooperation discussion with Milkground, no concrete outcome yet.
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11 stocks receive buy ratings from institutions today, with Milkground drawing the most attention

A total of 11 stocks received buy ratings from institutions today, with Milkground drawing the most attention, securing two buy rating records. According to statistics from Data Treasure of Securities Times, institutions published a total of 12 buy rating records today, covering 11 stocks. In terms of rating changes, five rating records were first-time coverage by institutions, involving five stocks including BTG Hotels and Sichuan Road and Bridge Group. In market performance, stocks with institutional buy ratings rose by an average of 1.59% today, with five stocks posting gains. CVTE shares hit the daily limit up, while Zhongfu Circuit, ZhongSheng Pharmaceutical, and Giant Network led the gains, rising 10.18%, 3.39%, and 1.14% respectively. BTG Hotels, Sichuan Road and Bridge Group, and Xingtong Shipping saw relatively large declines, falling 2.86%, 2.63%, and 1.42% respectively. In terms of earnings, among the four stocks that disclosed first-half performance forecasts, CVTE is expected to see net profit grow 289.77% year-on-year, the highest increase. Giant Network and Silver Age Technology are expected to see median net profit growth of 170.25% and 88.50% respectively.
002841.CS · Capital · Positive Received a buy rating, stock hit daily limit up, and net profit expected to grow 289.77%.
600882.CG · Capital · Positive Drew most attention with two buy rating records from institutions.
002317.CS · Capital · Positive Received institutional buy rating and stock rose 3.39% today.
002558.CS · Capital · Positive Received a buy rating from an institution, and its stock rose 1.14%.
300221.CS · Capital · Positive Received a buy rating, and net profit growth median of 88.50%.
600039.CG · Capital · Neutral Received first-time institutional buy rating, but stock fell 2.63% today.
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15 Stocks Receive Buy Ratings from Institutions Today, Zangge Mining Has Over 80% Upside

A total of 15 stocks received buy ratings from institutions today, with Hengli Petrochemical drawing the highest attention, logging two buy rating records. Among the six rating records that provided target prices, five stocks have upside potential exceeding 10 percent. Zangge Mining has the highest upside, with Soochow Securities estimating its target price at 128 yuan, representing an 81.41 percent upside from the latest closing price. Hengli Petrochemical and Huaneng Mengdian have upside potentials of 56.25 percent and 33.72 percent, respectively. Huaneng Mengdian and JPT were covered by institutions for the first time. In terms of market performance, the rated stocks fell by an average of 2.15 percent today, with Milkground, Songfa Shares, and Huaneng Mengdian leading the gains. By sector, the basic chemicals industry was the most favored, with four stocks making the list.
000408.CS · Capital · Positive Soochow Securities issued a buy rating with a target price of 128 yuan, implying 81.41% upside.
600346.CG · Capital · Positive Received buy ratings from institutions with target price implying 56.25% upside.
600863.CG · Capital · Positive Received first-time institutional coverage and target price implying 33.72% upside.
688025.CG · Capital · Positive Received first-time institutional coverage.
600882.CG · Capital · Neutral Mentioned as one of the gainers among rated stocks, but no specific rating or target given.
603268.CG · Capital · Neutral Mentioned as one of the gainers among rated stocks, but no specific rating or target given.
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