智通财经APP获悉,现代牧业(01117)早盘飙升逾37%,截至发稿,涨21.25%,报0.97港元,成交额8095.36万港元。
消息面上,近日,农业农村部等七部门发通知提出,促进牛肉及牛奶消费,科学宣传展示鲜牛肉及鲜牛奶品质和营养价值,推广“学生饮用奶”,鼓励有条件的地方通过发放消费券等方式,拉动牛奶消费。其中,通知要求,鼓励银行机构创新专项金融产品,探索以贴息补助等支持奶业新型经营主体及基础母牛扩群提质等。
中信里昂证券近日发布研报指出,重申现代牧业“优于大市”评级。该行认为,现代牧业在行业挑战下显示出较强的经营韧性,成本管控成效尤其显著。该行续指,需求反弹、饲料成本及奶牛出售价格将成为短期内的关键要素。
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