智通财经APP获悉，中国飞鹤(06186)涨超11%，近一月股价累计涨幅近50%。截至发稿，涨11.01%，报5.85港元，成交额5.65亿港元。
消息面上，花旗发布研报称，对中国飞鹤开启30日正面催化观察。该行表示，鉴于近期宏观政策转为协助振兴经济，政策或透过每月津贴释放生育刺激政策。该行又相信中国政府或推出新政策，透过消费券促进牛奶需求，这将有助稳定原料奶价格，从而减少生物资产损失。该行认为，集团的股息仍具吸引力，重申“买入”评级，并将目标价由5.2港元调高至6.3港元。
中金报告则指出，在需求端逐渐回暖下，作为行业龙头的飞鹤表现值得期待。据行业数据，2019年-2023年度，飞鹤奶粉在中国婴幼儿配方奶粉市场（不含港澳台地区）连续5年销量位居第一，在全球婴幼儿配方奶粉市场连续3年销量第一。同时，旗下星飞帆系列早已成为婴儿奶粉品类全球第一大单品。而据中金分析师预计，2024年飞鹤整体份额有望继续提升。
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