Yili Group (600887.SH) Hot Stock Reasons and Investment Value Analysis

Yili Group (600887.SH) is a leading enterprise in China’s dairy industry, with main businesses covering liquid milk, milk powder, yogurt, and other dairy products as well as health drinks [3]. In the first three quarters of 2025, the company achieved revenue of 90.341 billion yuan, a year-on-year increase of 1.81%; net profit was 10.426 billion yuan, a year-on-year decrease of 4.07% [3]. In terms of stock price, as of the close on November 18, 2025, it closed at 29.52 yuan, with relatively stable performance since the beginning of the year [1][2].

The core driving factors for becoming a hot stock include: 1) Stable leading industry position and leading market share [3]; 2) Under the background of consumption recovery, the food and beverage sector is favored by capital [0]; 3) High institutional holdings ratio, such as heavy allocation by E Fund CSI A500 Fund [4]; 4) Outstanding technological innovation capability, winning multiple international awards [0]; 5) Relatively reasonable valuation and long-term investment value [3].

Cross-domain correlation shows that Yili Group’s popularity is closely related to its full-industry-chain layout in the dairy industry, especially in the expansion of high-value-added products (such as cheese and milk fat), which aligns with the consumption upgrade trend [3]. In addition, continuous attention from institutional investors (such as fund heavy holdings) has enhanced market confidence, while winning global awards has improved the brand’s international influence [0].

: In the first three quarters of 2025, net profit decreased by 4.07% year-on-year; attention should be paid to cost control and profitability improvement [3]; competition in the dairy industry is intensifying, and the impact of emerging brands in segmented areas may affect market share [0].
: Under the support of consumption recovery policies, the food and beverage sector is expected to continue to benefit [0]; the company’s layout in health drinks and high-end dairy products may open up new growth space [3]; stable dividend policy is attractive to long-term investors [3].

As the leading dairy enterprise in Asia, Yili Group performed stably in 2025, with revenue growth but slightly declining profits. Reasons for it becoming a hot stock include industry position, institutional holdings, innovation capability, and consumption recovery background. Investors need to comprehensively consider its performance trend, valuation level, and industry competition environment to make rational decisions.