优然牧业(09858)盘中涨超4%,三日累计涨幅近两成。截至发稿,股价上涨3.41%,现报1.82港元,成交额2157.78万港元。
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。
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