智通财经APP获悉，优然牧业(09858)盘中涨超5%。截至发稿，涨5.26%，报1.6港元，成交额1183.76万港元。
华创证券发布研报称，行业量、价仍有空间，供给端壁垒在原奶周期波动中得以强化，行业长端逻辑未变。当前企业逐步去库到位、上游相关各类减值随着去化推进逐步收敛，且企业经营更趋理性务实，板块已走出底部。待原奶周期反转、需求回暖甚至催化提价，板块有望迎来业绩与估值双击机会。关注中小乳企及牧场龙头修复弹性，包括天润乳业、优然牧业、现代牧业等。
花旗此前指出，优然牧业2024年上半年的原料奶销量和毛利率均好于花旗预期。在成本方面，优然牧业取得了显著管理成效。报告期内，优然牧业单公斤饲料成本下降12.9%，非饲料成本下降2.9%，整体成本下降11%。这得益于公司通过持续优化成本结构，成功实现了单位成本的整体下降。管理层预计，随着饲料价格的进一步走低及运营效率的提升，下半年毛利率将保持稳健水平。
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