Analysis of the Reasons for Yili Group (600887.SH) Being Popular and Its Investment Prospects

Yili Group (600887.SH) made it to the hot list on December 17, 2025, driven primarily by two key factors: First, the day was the company’s ex-dividend date, with a cash dividend of 0.48 yuan per share distributed, attracting the attention of investors seeking stable returns [1]; Second, at the macro level, the 2025 Central Economic Work Conference emphasized “supporting consumption”. As a leader in the dairy industry, Yili Group is expected to benefit from the policy expectations of domestic consumption recovery [2].

From the perspective of price trends, as of December 15, 2025, Yili Group’s closing price range was 28.65-29.02 yuan, with a 52-week price range of 26.65-31.12 yuan [1]. On the ex-dividend date (the event occurred at UTC+8 02:15, non-trading hours), the stock price will undergo an ex-rights adjustment, and the expected adjusted price range is approximately 28.17-28.54 yuan (current price minus dividend amount).

1. Market Impact of Dividend Policy
   : Yili Group’s dividend distribution has attracted the attention of institutional investors and long-term value investors, reflecting the market’s demand for stable income assets [1].
2. Sector Effect of Policy Expectations
   : The consumption support policy from the Central Economic Work Conference has boosted the overall sentiment of the food and beverage sector. As a leading enterprise, Yili has benefited significantly, and its popularity has sector linkage [2].
3. Potential Opportunities from Price Adjustments
   : The price adjustment after ex-rights may provide short-term entry opportunities for investors; attention should be paid to the support effect of the 28.17-28.54 yuan range [1].

• Risk of short-term price fluctuations after ex-rights; investors need to pay attention to the actual value after price adjustment [1].
• Uncertainty exists in the specific implementation and effect of consumption recovery policies, which may affect the long-term performance of the sector [2].
• The dairy industry is highly competitive, and challenges from competitors like Mengniu need to be addressed [0].
• Overall fluctuations in the A-share market may affect the company’s stock price [0].

• As a leading dairy enterprise, Yili Group has stable fundamentals (P/E ratio 22.70, EPS 1.27) [0], with significant long-term investment value.
• The gradual implementation of consumption support policies is expected to drive the company’s performance growth [2].

Yili Group made it to the hot list mainly driven by the ex-dividend date event and consumption support policies, with a significant increase in market attention. Investors need to pay attention to the price adjustment after ex-rights, the effect of policy implementation, and industry competition. As a leading dairy enterprise, Yili Group has stable fundamentals and its long-term investment value is worth attention, but investors need to be vigilant against short-term price fluctuations and policy uncertainty risks.