‼️[Tianfeng Agriculture] Super Bull Cycle Has Arrived! High Elasticity from Milk and Meat Resonance Coming!

English summary

### ‼️[Tianfeng Agriculture] Super Bull Cycle Has Arrived! High Elasticity from Milk and Meat Resonance Coming! Time: 2026-07-29 23:37:23 Content: ‼️[Tianfeng Agriculture] Super bull cycle has arrived! High elasticity from milk and meat resonance coming! 1️⃣Raw milk: Profit inflection point has arrived, high price expectations revised up. Over 2 years of deep losses, combined with disease impact, capacity continues to be cleared. As of June 2026, dairy cow inventory was 5.772 million heads, a decrease of nearly 11% from the peak in February 2024. Price signals continue to strengthen. The latest mainstream production area milk price is 3.05 yuan/kg, up from 3.03 yuan/kg maintained for many previous weeks, up +0.3% year-on-year. #It is expected that the height and sustainability of this round of milk price increases will exceed the original expectation of 3.5 yuan. Under the super bull cycle, high elasticity is worth looking forward to. Youran Dairy's 26H1 net profit attributable to parent is approximately 739-903 million yuan, turning from a loss of 297 million in 25H1 to profit, up +349% to +404% year-on-year. ...