優然牧業早盤漲超5% 機構建議關注中小乳企及牧場龍頭修復彈性

新浪港股

2024-12-30

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　優然牧業（09858）早盤上漲5.26%，現報1.6港元，成交額1183.76萬港元。

　　華創證券發佈研報稱，行業量、價仍有空間，供給端壁壘在原奶週期波動中得以強化，行業長端邏輯未變。當前企業逐步去庫到位、上游相關各類減值隨着去化推進逐步收斂，且企業經營更趨理性務實，板塊已走出底部。待原奶週期反轉、需求回暖甚至催化提價，板塊有望迎來業績與估值雙擊機會。關注中小乳企及牧場龍頭修復彈性，包括天潤乳業、優然牧業、現代牧業等。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

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