智通财经APP获悉，优然牧业(09858)盘中涨近12%，截至发稿，涨7.98%，报1.76港元，成交额2966.44万港元。
中信证券指出，2024年牧业行业淘汰出清持续推进。该行判断，随着春节后淡季来临，全行业整体供给仍过剩背景下，散奶价格或进一步下行，或推动行业迎来新一轮出清高峰期。商务部自2024年12月27日开启对进口牛肉立案审查，进口低价牛肉对国产牛肉冲击有望减弱，或推动牛肉价格企稳回升，利好牧业行业加速淘汰出清。继续维持2025H2行业供需拐点出现的判断。
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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