智通财经APP获悉，优然牧业(09858)再涨超4%，三日累计涨幅近两成。截至发稿，涨4.55%，报1.84港元，成交额1763.92万港元。
消息面上，花旗此前发布研报称，在优然牧业发布中期业绩后的2024年8月26日，维持优然牧业“买入”评级，目标价2.1港元，溢价90%。该行指出，优然牧业2024年上半年的原料奶销量和毛利率均好于预期。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。
中信证券指出，2024年牧业行业淘汰出清持续推进，Q1-3主产区存栏下降6.7%，全年原奶产量同比下降2.8%。2025年春节下游乳企备货相对谨慎，12月散奶价格短期冲高后回落，牧业企业经营持续承压。春节过后淡季背景下行业或迎来新一轮加速出清，维持2025H2行业供需拐点出现的判断。
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