中国飞鹤(06186)于2024年9月27日盘中股价大涨8.89%,引发市场广泛关注。此次大涨或与政府最新出台的乳品消费促进政策有关。
9月26日,农业农村部等七部门联合印发《关于促进肉牛奶牛生产稳定发展的通知》。《通知》提出多项措施,以促进牛肉牛奶消费。主要包括:
1. 通过新媒体和传统媒体宣传展示鲜牛肉、鲜牛奶品质和营养价值,推广牛肉牛奶消费常识,纠正消费认知误区。
2. 推广"学生饮用奶"计划,有条件的地区可发放消费券等方式拉动牛奶消费。
3. 由于目前原料奶供应量增长超过需求量增长,供需不平衡,这将在短期内带动乳品零售价格下行,有利于刺激乳品消费。
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