金吾财讯 | 蒙牛乳业(02319)震荡走强，截至发稿，涨3.83%，报18.42港元，成交额4.21亿港元。消息面上，高盛发布研报称，蒙牛乳业近日发盈警，但股价表现正面反映蒙牛在去年经济下行周期中良好的成本控制和营运效率改善能力，同时认为盈利能见度和估值重估仍有进一步上升空间。该行在蒙牛发盈警后，将去年经常性盈利预测上调17%，2025至2026年预测则上调约8至9%，主要受惠于有效的开支控制，以及持续的成本效益，尤其是今年上半年原奶价格下跌所带来的成本效益。
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