Research Report Gold Mine | Founder Securities: Upgrades MiaoKe Lan Duo to a "Recommended" rating; 2026 equity incentive targets are expected to be successfully achieved

NightAirdropper · 2026-03-27T22:39:07+00:00

Founder Securities research report indicates that Miaoke Blue Ocean is expected to achieve revenue of 5.63 billion yuan in 2025, a year-on-year increase of 16.3%, with net profit attributable to shareholders of 120 million yuan, up 4.3% year-on-year. The company is driving a positive outlook through product innovation and channel deepening. It is expected that the equity incentive targets for 2026 can be achieved, and a "Recommended" rating is given.

NightAirdropper

2026-03-27 22:39:07

Abstract generation in progress

Gelonghui March 27 | According to a report by Founder Securities, Miaokelan Duowei’s efforts are driving a continuous improvement in fundamentals, and the 2026 equity incentive target is expected to be successfully achieved. In 2025, it achieved revenue of 5.63 billion yuan, a year-on-year increase of 16.3%, and a net profit of 120 million yuan attributable to shareholders, a year-on-year increase of 4.3%. Product innovation expands the category matrix, consolidating sustainable growth in both the C-end and B-end. Looking ahead to 2026, the company will promote the dual-brand synergy of Miaokelan Duowei with Mengniu Cheese on the C-end and Miaokelan Duowei with Aishi Chenxi on the B-end, continuously leveraging the Olympic Games, World Cup, and NBA top event IP to upgrade brand value; increase brand promotion, deepen category education, and solidify the top-of-mind position. The company continues to deepen its channel development, creating an all-domain collaborative advantage. The core cheese business momentum continues, strongly supporting the achievement of the 2026 equity incentive target. A “Recommended” rating is given.

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