今日优然牧业(09858.HK)股价盘中大涨逾12%,引起市场高度关注。其迅猛上涨的主要原因如下:
首先,2024年牧业行业启动淘汰出清后,在春节淡季来临,全行业供给仍然过剩的大背景下,散奶价格有望进一步下行,业内预计将推动行业迎来新一波出清高峰期。另外,商务部对进口牛肉立案审查也有望减弱进口低价牛肉对国产牛肉的冲击,利好牛肉价格企稳回升,从而加速牧业淘汰出清进程。在此背景下,行业龙头公司优然牧业的龙头地位有望进一步凸显,未来业绩表现值得期待。
此外,公司最新经营数据显示,2024年上半年的原料奶销量和毛利率表现均优于市场预期,体现了公司强劲的盈利能力。公司还成功通过持续优化成本结构,单公斤饲料成本大幅下降近13%,非饲料成本也下降2.9%,整体成本下降11%,这一成本管理成效获得市场高度认可。公司管理层预计随着后续进一步大宗原材料价格下行以及运营效率提升,下半年毛利率将保持稳健水平。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.