智通财经APP获悉，乳业股普遍走高，截至发稿，原生态牧业(01431)涨16.28%，报0.25港元；优然牧业(09858)涨7.69%，报2.52港元；现代牧业(01117)涨6.6%，报1.13港元；蒙牛乳业(02319)涨2.58%，报18.3港元。
消息面上，湘财证券研报指出，2025年中央一号文件首次提到推动牛奶产业纾困，明确提出推进肉牛、奶牛产业纾困，稳定基础产能，落实灭菌乳国家标准，支持以家庭农场和农民合作社为主体的奶业养殖加工一体化发展。生产端通过经营主体组织化改造，可有效提升资源利用效率，降低单位生产成本，同时增强应对市场波动的韧性，配套实施的乳品质量标准体系升级，则从供给侧倒逼产业技术升级，加速低效产能出清进程，该行预计随着行业产能的持续去化以及消费市场的逐步回暖，原奶价格有望筑底回暖。
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