里昂发表研报,将蒙牛(02319.HK) H股评级由“跑赢大市”上调至“高度确信跑赢大市”,同时将目标价由20.1元上调至23.7元,主要由于看好其较高的贝塔值和不高的估值,意味该股有更高的潜在上涨空间。
里昂预计,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。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-03 12:25。)
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