TacticScaleWhat Inner Mongolia Yili Industrial (伊利股份) Does & How It Makes Money (600887.SS)
Updated October 2026 · reflects Inner Mongolia Yili Industrial's latest reported financials
China's largest dairy company making milk, yogurt, and ice cream. Yili makes money by processing raw milk into branded packaged dairy products and drinks.
How Inner Mongolia Yili Industrial makes money
Yili makes money by processing raw milk into branded packaged dairy products and drinks. It sells them to consumers through retail channels, mainly in China, with some export sales.
What Inner Mongolia Yili Industrial does
Inner Mongolia Yili Industrial Group is a Chinese dairy producer founded in 1956 and based in Hohhot, Inner Mongolia. It makes a wide range of dairy products, including liquid milk, dairy beverages, milk powder, yogurt, frozen drinks, cheese, and milk fat. It also sells health drinks and packaged drinking water. The company sells its products mainly in China and also exports some of them. Because it sells everyday staples, it falls in the consumer defensive sector, where demand tends to hold up relatively well when the economy slows.
Products & services
- Liquid milk
- Yogurt
- Milk powder
- Frozen drinks and ice cream
- Cheese and milk fat
- Packaged drinking water
伊利股份是做什么的？
内蒙古伊利实业集团股份有限公司成立于1956年，总部位于内蒙古呼和浩特，主要从事乳制品及健康饮品的生产与销售。产品涵盖液态奶、乳饮料、奶粉、酸奶、冷饮、奶酪、乳脂及包装饮用水等。 公司主要在中国市场销售，部分产品出口海外。乳制品属于日常必需消费品，公司归入防御型消费板块。
What is Inner Mongolia Yili Industrial worth?
On an owner-earnings DCF, Inner Mongolia Yili Industrial's most-likely value is about ¥45 versus a recent price near ¥28 (38% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~¥25) with a margin of safety — so the honest verdict here is “Fairly priced — no edge.” Fair value earns its keep only at the extremes, not in the wide middle.
Price sits in the normal range — fair value isn't actionable here; it earns its keep only when price drops below the no-growth floor, or runs to roughly double the optimistic case.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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