Xinjiang Tianrun Dairy (600419)2024-08-26 07:37Group 1: Company Overview - Xinjiang Tianrun Dairy Industry Co., Ltd. is the largest dairy product manufacturer in Xinjiang, benefiting from local milk source advantages and advanced production equipment [1][3]. Group 2: Production and Supply Chain - The company has made significant progress in optimizing its cattle structure, focusing on eliminating low-yield cows and bulls, which is expected to ease pressure in the second half of the year [2]. - A new project with a capacity of 200,000 tons is expected to be completed by the end of 2024, with production lines being flexibly adjusted based on market demand [3][4]. Group 3: Market Strategy - The company has successfully established channels in regions such as Guangdong and the Sichuan-Chongqing area, continuously optimizing its distribution strategies [3]. - Tianrun Dairy has launched products with ethnic characteristics, including room temperature milk and yogurt, catering to the local market in southern Xinjiang [3]. Group 4: Industry Challenges and Support - Industry experts predict that the current cycle of challenges will continue until next year, influenced by the pace of cattle reduction across the country [4]. - The Xinjiang Uygur Autonomous Region has introduced nine policy measures to support the dairy industry, providing subsidies to help businesses navigate difficulties [4].