华泰证券:现代牧业期待周期反转 维持“买入”评级

智通财经
19 Feb

智通财经APP获悉,华泰证券今日发布研究报告,维持对现代牧业(01117)的“买入”评级。华泰证券认为,尽管公司业绩表现受到短期因素拖累,但随着原奶供需逐渐平衡,预计2025年下半年公司将迎来周期反转,盈利能力有望提升。华泰证券的核心观点摘要:成本管控成效显著在奶牛养殖企业处于下行周期和不利市场因素影响的双重困境下,公司通过有效的成本控制,现金 EBITDA 仍实现稳健增长。2024年销售成本下降...

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