智通财经APP获悉，里昂发布研报称，将蒙牛乳业(02319)H股评级由“跑赢大市”上调至“高度确信跑赢大市”，目标价由20.1港元上调至23.7港元，看好其较高的贝塔值和不高的估值，认为该股有更高的潜在上涨空间。
里昂指出，预计中国乳制品行业在今年将逐步实现连续改善。在上游方面，估计生鲜乳供需之间的增长差距正在缩小，这强化未来数个季度原奶价格复苏的预期。在下游方面，尽管今年至今的需求仍然疲弱，但市场预计今年第二季度将出现低基数效应。
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