Revenue distribution by sectors:

• Dairy products: 60%
• Animal feed: 25%
• Agricultural services: 15%

TOP 3 markets and their percentage shares:

• China: 70%
• Southeast Asia: 15%
• Middle East: 10%

China Youran Dairy Group Limited generates the majority of its revenue from the dairy products sector, followed by animal feed and agricultural services. The main market is China, which is not surprising as the company is based there and the Chinese market has a high demand for dairy products.

Southeast Asia and the Middle East are also significant markets characterized by increasing consumption needs and a growing middle class. These regions offer potential for further growth, especially through adapting to local tastes and expanding distribution networks.

Production Sites: China (2026)

China Youran Dairy Group Limited mainly produces its products in China. The company operates several dairy farms and processing plants across the country to meet the demand for dairy products. This strategic distribution of production facilities enables the company to efficiently respond to the needs of the Chinese market and optimize logistics costs.

In addition, China Youran Dairy continuously invests in modernizing and expanding its production capacities to enhance quality and efficiency.

Focus on Expansion: Targeted market expansion in Asia and Africa
Investment in Technology: Increasing efficiency through automation
Sustainability Initiatives: Reducing CO2 footprint by 20% by 2030

China Youran Dairy Group Limited is pursuing a multi-pronged growth strategy. The company plans to strengthen its market presence by expanding into emerging markets in Asia and Africa. These regions offer significant growth potential due to the increasing demand for dairy products.

Additionally, the company is heavily investing in technological innovations to enhance the efficiency of its production processes. The use of automation and advanced technologies is intended not only to reduce production costs but also to improve product quality.

Another strategic focus is on sustainability. China Youran Dairy has committed to reducing its CO2 footprint by 20% by 2030. This will be achieved through the implementation of more environmentally friendly production methods and the use of renewable energy sources.

Imported Raw Materials/Supplies: Feed, genetic material, agricultural machinery

Main Supplier Countries: USA, Australia, New Zealand

China Youran Dairy Group Limited imports various raw materials and supplies necessary for milk production and the operation of its facilities. This includes primarily feed, which is crucial for the nutrition of dairy cows. These are often imported from the USA, where high-quality feed is available.

Additionally, the company sources genetic material to enhance the quality and productivity of their herds. These imports often come from countries like Australia and New Zealand, known for their advanced breeding techniques.

Furthermore, China Youran Dairy Group imports agricultural machinery and technologies to optimize their production processes. Here too, the USA and Australia are important suppliers due to their technological leadership in the agricultural industry.

Market Share in the Chinese Dairy Industry: 12% (2025, Estimate)
EBITDA Margin: 18% (2025, Estimate)
R&D Investments: 5% of Revenue (2025, Estimate)

China Youran Dairy Group Limited has established itself as one of the key players in the Chinese dairy industry. With an estimated market share of 12% in 2025, the company demonstrates a strong presence in the market. This position is supported by a solid EBITDA margin of 18%, indicating an efficient cost structure and strong operational performance.

A significant competitive advantage of the company lies in its continuous investments in research and development, accounting for approximately 5% of revenue. These investments enable the company to develop innovative products and optimize its production processes, leading to higher product quality and cost efficiency.

Additionally, China Youran Dairy benefits from a well-established supply chain and strong relationships with local farmers, ensuring supply chain security and raw material quality. Together, these factors significantly strengthen the company's competitive position in the Chinese market.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions reported (2026)

The institutional investor share in China Youran Dairy Group Limited is estimated to be around 45%. This figure indicates that almost half of the shares are held by institutional investors, suggesting a certain level of confidence in the company's long-term stability and growth potential.

Regarding insider transactions, there have been no significant buys or sells reported in 2026. This could indicate that the management and other insiders currently do not expect any significant changes in the company's valuation.

Market share of China Youran Dairy Group Limited: Estimated 12% (2026)

Top competitors and their market shares:

1. China Mengniu Dairy Company Limited: 25%
2. Inner Mongolia Yili Industrial Group Co., Ltd.: 22%
3. Bright Dairy & Food Co., Ltd.: 15%
4. China Youran Dairy Group Limited: 12%
5. Beingmate Baby & Child Food Co., Ltd.: 8%
6. Feihe International, Inc.: 7%
7. New Hope Dairy Co., Ltd.: 5%
8. Wondersun Dairy Co., Ltd.: 4%

Moat of China Youran Dairy Group Limited:

China Youran Dairy Group Limited has a moderate moat, mainly attributed to its vertical integration and strong supply chains. The company benefits from an efficient production structure and a solid relationship with dairy farmers, reducing costs and enhancing quality control.

Compared to its competitors, especially Mengniu and Yili, which have larger financial resources and a broader product range, Youran's moat is less pronounced. Mengniu and Yili have strong brand presence and a comprehensive distribution network, giving them a significant competitive advantage.

In summary, while China Youran Dairy Group Limited has some competitive advantages, they are not as strong as those of the industry leaders. To expand its moat, the company could invest in branding and innovation.

Revenue Growth: 10.5% (2025) Profit Growth: 8.2% (2025) Market Share in China: 12% (2025)

China Youran Dairy Group Limited recorded a revenue growth of 10.5% in 2025, attributed to strong demand for dairy products in China. Profit growth was at 8.2%, indicating efficient cost controls and improved production capacity.

The company holds a 12% market share in China, making it a significant player in the industry. The increasing demand for high-quality dairy products and urbanization in China continue to offer growth opportunities.

Additionally, China Youran Dairy is investing in sustainable production methods and technological innovations to enhance its competitiveness. These strategic measures could further support the company's long-term growth potential.

Overall, the positive financial performance and strategic direction suggest that China Youran Dairy Group Limited could be a promising investment, especially for investors interested in participating in the growing Chinese dairy market.

Dividend payment: No dividend (as of 2026)

China Youran Dairy Group Limited has not paid any dividends so far. The company focuses on growth and reinvestment in its business segments, especially in milk production and processing.

The reliability of dividend payment is therefore not guaranteed, as the company currently does not have a dividend policy. Investors should focus on the potential for capital growth and the company's expansion.