智通财经APP获悉,瑞银发布研报称,2025年3月中国奶牛存栏持续下降;中国飞鹤(06186)和伊利股份(600887.SH)宣布生育补贴计划。该行表示,予中国飞鹤、伊利股份及蒙牛乳业(02319)“买入”评级,目标价分别为7.4港元、37.2元人民币及23.3港元,另予妙可蓝多(600882.SH)“中性”评级及目标价18.5元人民币。瑞银主要观点如下:供应:3月奶牛存栏量持续下降根据中国农业...
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