里昂:中国内地鼓励牛奶消费成为行业正面催化剂

智通财经网
27 Sep 2024

智通财经APP获悉,里昂发布研究报告称,由于目前消费券的具体细节未明,因此难以判断相关政策对下游企业销售的影响,但认为是对乳业股的正面催化剂,也是近来提振市场情绪的利好因素。该行予以蒙牛乳业(02319)、伊利股份(600887.SH)及现代牧业(01117)“跑赢大市”评级。

该行指出,国家农业部与六部门联合印发《关于促进肉牛奶牛生产稳定发展的通知》,该行认为有关《通知》旨在支持上游牧场渡过产业低迷时期,主要由于2022年以来原奶价格下跌,以及目前约80%的上游牧场出现净亏损。里昂强调,《通知》试图刺激乳制品消费,不仅可在短期内提振下游企业的销售,亦有效改善目前原奶供需失衡的情况。

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