Yili Group (600887.SH) Hot List Analysis: Driving Factors and Market Insights

Yili Group (600887.SH), the absolute leader in China’s dairy industry, recently appeared on the hot list driven by multiple factors [0]. In the first three quarters of 2025, its revenue reached 90.564 billion yuan, a year-on-year increase of 1.71%, and the net profit attributable to shareholders of the parent company was 10.426 billion yuan (a year-on-year decrease of 4.07%), indicating that while overall industry demand is under pressure, leading enterprises still maintain stability [0]. The core growth engine comes from the milk powder business, whose revenue increased by 13.74% year-on-year in the first three quarters, far exceeding the industry average, reflecting its category breakthrough capability [0]. In terms of stock performance, it closed at 28.57 yuan on November 17, with an increase of 0.78% and a turnover of 1.064 billion yuan; the main capital net inflow in the past 5 days was 6.9861 million yuan [0].

Cross-domain correlation: Yili’s hot status is not only due to its financial performance but also related to its industry leadership—it has appeared at the COP Conference for two consecutive years to showcase its sustainable development path [0], and won innovation awards at the Global Dairy Conference [0], strengthening its brand value. Deep implication: Amid the trend of the dairy industry shifting from room-temperature to low-temperature products [0], Yili has achieved structural breakthroughs through high-growth businesses such as milk powder, consolidating its leading advantage.

Risk points: Industry demand is under pressure (year-on-year decrease in net profit) [0], and market competition is intensifying. Opportunities: The food and beverage industry is regarded as the starting point of a strong year in 2026 [4], and Yili, as a heavyweight stock in the sector (accounting for 9.29% of the Consumer ETF [0]), is expected to benefit from consumption recovery. Institutional investors continue to increase their positions [0], and long-term funds such as insurance funds are allocated, showing confidence.

Yili Group is the absolute leader in the dairy industry, with a total market value of 178.691 billion yuan and a price-earnings ratio of 22 times [0]. Its hot performance is jointly driven by performance improvement, high-growth business (milk powder), industry position, and institutional favor. The financing balance is 3.203 billion yuan, with 83.4836 million yuan of financing purchases on November 14 [2], indicating market capital attention.