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蒙牛乳业
15.790
+0.280
1.81%
手动刷新
成交量:
1,330.41万
成交额:
2.08亿
市值:
612.49亿
市盈率:
593.27
高:
15.800
开:
15.600
低:
15.370
收:
15.510
52周最高:
20.138
52周最低:
13.880
股本:
38.79亿
香港流通股本:
38.79亿
量比:
0.73
换手率:
0.34%
股息:
0.58
股息率:
3.66%
每股收益(LYR):
0.027
净资产收益率:
-0.31%
总资产收益率:
3.77%
市净率:
1.30
市盈率(LYR):
593.27
市销率:
0.63
数据加载中...
总览
公司
新闻资讯
公告
【特约大V】邓声兴:美股显着反弹,恒指两万六有支持
金吾财讯
·
03/17
蒙牛乳业(02319)出现大手卖出95.9万股,成交价$16.73,涉资1.604千万
阿斯达克财经
·
03/16
蒙牛乳业(02319)出现大手买入100万股,成交价$16.19,涉资1.619千万
阿斯达克财经
·
03/12
高飞狠抛24亿包袱,只为换蒙牛一个“轻装上阵”的春天
消费方法论
·
03/11
每日卖空追踪 | 蒙牛乳业 03月11日卖空量成交597.1万股,卖空比例为21.23%
市场透视
·
03/11
【券商聚焦】海通国际维持蒙牛乳业(02319)“优于大市”评级 指当前乳制品行业供需格局已现边际改善
金吾财讯
·
03/11
《大行》海通国际料蒙牛(02319.HK)减值出清资产进一步优化 目标价降至26.2元
阿斯达克财经
·
03/11
《大行》招商证券:蒙牛(02319.HK)去年初步业绩符预期
阿斯达克财经
·
03/11
蒙牛更新业绩,预计2025年度净利润有多少?哪家乳企与京东达成战略合作?贝因美跨界……
新乳业
·
03/10
蒙牛乳业展望未来
中信证券
·
03/10
蒙牛推出“乳钙电解质饮料”新品
壹览商业
·
03/10
国泰海通证券:维持蒙牛乳业(02319)“增持”评级 原奶周期企稳筑底
智通财经
·
03/10
蒙牛销售继续下滑,但股价涨了
21世纪经济报道
·
03/10
【特约大V】聂振邦:林奇看重公司有否利基 产品若具不断购买特性相得益彰
金吾财讯
·
03/10
食品饮料行业周度更新:餐饮需求回暖 调味品格局良性奠定改善契机
长江证券
·
03/10
蒙牛的“减法”与“加法”:一次为复苏铺路的战略出清
食代侧写
·
03/09
560亿乳业巨头,狂甩22亿包袱
21财闻汇
·
03/09
《大行》里昂:蒙牛(02319.HK)去年销售额与经调整纯利基本符合预期
阿斯达克财经
·
03/09
《大行》花旗:蒙牛(02319.HK)去年核心纯利胜预期 最坏时刻已过
阿斯达克财经
·
03/09
大华继显:蒙牛乳业(02319)维持目标价21.7港元 评级为“买入”
智通财经
·
03/09
更多
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19:57","pubTimestamp":1773230241,"startTime":"0","endTime":"0","summary":"6个月前,在乌兰布和沙漠深处,蒙牛举办了一场名为“要强进化 决胜沙场”的战略共识会。高飞正用果断的方式,重塑蒙牛未来。蒙牛2024年年报显示,营收886.75亿元,同比下降10.1%;股东应占利润仅为1.05亿元,同比暴跌97.8%。2025年上半年,蒙牛奶粉业务收入16.8亿元,尚不足伊利奶粉及奶制品业务165.78亿元的十分之一。例如,蒙牛高调推出“乳钙电解质饮料”,正式进军电解质水赛道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311234420a461a8b4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 蒙牛乳业 03月11日卖空量成交597.1万股,卖空比例为21.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618975282","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618975282?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 16:30","pubTimestamp":1773217829,"startTime":"0","endTime":"0","summary":"蒙牛乳业北京时间03月11日,跌0.99%,卖空量成交597.1万股,较上一交易日减少19.32%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311163405a460b6b1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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指当前乳制品行业供需格局已现边际改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2618917239","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618917239?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 10:58","pubTimestamp":1773197917,"startTime":"0","endTime":"0","summary":"金吾财讯 | 海通国际研报指出,蒙牛乳业 发布2025年业绩预告,受行业环境影响全年营收同比下滑7%-8%,叠加计提22-24亿元减值,归母净利润预计14-16亿元,业绩短期承压。本次业绩波动系风险出清与结构优化双重体现,公司基本面仍具韧性。该机构表示,当前乳制品行业供需格局已现边际改善,原奶价格企稳为乳企带来成本端利好,行业复苏在即。参考可比公司估值,该机构维持公司2026年20xPE,目标价由27.6港元下调至26.2港元,维持“优于大市”评级。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976283","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02319"],"gpt_icon":0},{"id":"2618994683","title":"《大行》海通国际料蒙牛(02319.HK)减值出清资产进一步优化 目标价降至26.2元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618994683","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618994683?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 10:51","pubTimestamp":1773197460,"startTime":"0","endTime":"0","summary":"海通国际研究报告指出,蒙牛发布2025年业绩预告,受行业环境影响全年营收按年下滑7%至8%,叠加计提22亿至24亿元人民币(下同)减值,归母净利润预计14亿至16亿元,业绩短期承压。蒙牛作为乳业龙头,本次减值出清后资产质量进一步优化,轻装上阵迎接行业回暖;高成长品类的持续发力将成为后续增长核心驱动力,认为短期业绩扰动不改中长期修复趋势。沽空资料截至 2026-03-10 16:25。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250328143026736_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250328143026736_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508229/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508229/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["02319"],"gpt_icon":0},{"id":"2618918029","title":"《大行》招商证券:蒙牛(02319.HK)去年初步业绩符预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2618918029","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618918029?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 10:20","pubTimestamp":1773195600,"startTime":"0","endTime":"0","summary":"招商证券国际发表报告指,蒙牛2025年初步业绩符合该行预期。2025财年营业利润率指引为7.9%-8.1%,2024财年为8.2%,基本符合该行8.1%的预期。该行认为,蒙牛通过严格的成本控制和营销优化,成功保持了稳定的利润率。报告指,蒙牛净利润受谨慎一次性减值影响。展望2026年,根据公告,蒙牛表示液态奶收入自2025年下半年企稳,其他品类则保持双位数增长。维持对蒙牛的“中性”评级,目标价为16.5港元。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230907171300324_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230907171300324_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508213/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1508213/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0048580855.USD","LU0072462343.USD","LU0307460666.USD","LU0471298777.SGD","BK1521","02319","LU2045819591.USD","LU0370786039.SGD","IE00B29SXG58.USD","IE0009570106.USD","LU0823426480.USD","BK1589","LU0326950275.SGD","IE0008368742.USD","LU0640798160.USD","LU0128522157.USD","BK0188","BK0183","LU1769817096.USD","LU0543330483.HKD","LU0737861699.HKD","BK0012","LU1102505762.USD","LU1102505929.USD","LU0359201885.HKD","LU0328353924.USD","LU1051768304.USD","LU0259732245.USD","LU0287142896.SGD","IE0008369823.USD","LU0228367735.SGD","LU0320764755.SGD","LU0173614495.USD","600999","LU0315179316.USD","LU0163747925.USD","BK1564","06099","LU0251143458.SGD","LU1224709979.USD","BK1553","LU1515016050.SGD","LU0385154629.USD","LU0651946864.USD","LU0359201612.USD","LU0348788117.USD","IE0032834883.USD","BK0028","BK0276","BK1237"],"gpt_icon":0},{"id":"2618165956","title":"蒙牛更新业绩,预计2025年度净利润有多少?哪家乳企与京东达成战略合作?贝因美跨界……","url":"https://stock-news.laohu8.com/highlight/detail?id=2618165956","media":"新乳业","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618165956?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 19:43","pubTimestamp":1773142995,"startTime":"0","endTime":"0","summary":"▌蒙牛乳业:发布业绩更新公告,预计2025年度净利润14亿元至16亿元图片来源:蒙牛乳业公告蒙牛乳业近日发布业绩更新公告,预计2025年总收入同比下降7%至8%,公司拥有人应占利润将约为14亿元至16亿元。同时,蒙牛乳业预期将针对部分闲置生产设施、应收账款及委托贷款进行计提减值拨备约为人民币22亿元至24亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031021593897ac2255&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:14","pubTimestamp":1773130449,"startTime":"0","endTime":"0","summary":"总体而言,研究指出若原奶价格企稳、液态奶需求改善及CPI回升,蒙牛利润反弹幅度可能优于同业。业务更新要点:销售额:蒙牛2025年销售额同比下降7-8%至810亿-820亿元,基本符合分析此前预测。催化因素主要催化因素包括宏观经济复苏与消费情绪改善、2025年二季度起低基数可能带来的销售反弹、中国消费者健康意识提升、新品成功推出及显著的成本效率提升。投资风险中国乳业市场面临原奶成本高企与激烈竞争。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310163121a45df581&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:03","pubTimestamp":1773129834,"startTime":"0","endTime":"0","summary":"近日,蒙牛推出“乳钙电解质饮料”新品。据官方介绍,新品采用天然乳源钙与等渗配方,含钠离子、钾离子、钙离子、锌离子和镁离子等多种电解质,每瓶500mL电解质含量≥455mg,适合运动、出游与高温等多种场景饮用。目前,新品已上架天猫蒙牛旗舰店,售价为500ml*150瓶/1500元。(来源:蒙牛乳业)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310160607a45dde10&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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原奶周期企稳筑底","url":"https://stock-news.laohu8.com/highlight/detail?id=2618602939","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618602939?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 10:28","pubTimestamp":1773109739,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通证券发布研报称,维持蒙牛乳业“增持”评级。公司为乳制品行业龙头,原奶周期企稳筑底,给予2026年公司20倍P/E,对应目标价25.82港元/股。国泰海通证券主要观点如下:液态奶环比回升,其他品类增势良好公司预计25年总收入816~825亿元,经营现金流同比表现稳健。该行预计随着奶价步入上行周期,受益于竞争格局优化与联营企业盈利改善,公司盈利弹性有望进一步提升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1411988.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02319","161027","02611"],"gpt_icon":0},{"id":"2618348489","title":"蒙牛销售继续下滑,但股价涨了","url":"https://stock-news.laohu8.com/highlight/detail?id=2618348489","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618348489?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 09:28","pubTimestamp":1773106080,"startTime":"0","endTime":"0","summary":"3月6日晚,蒙牛发布业绩预告。在2024年,蒙牛营收886.748亿元,同比下滑10.1%;归母净利润1.045亿元,同比下滑97.8%。需要注意的是,蒙牛销售下滑的背后是,行业收缩。尼尔森IQ数据显示,在2025年9月,乳品全渠道销售额同比下滑16.8%。同期,光明乳业液态奶收入同比下滑8.44%至35.40亿元。而蒙牛的业绩,似乎在相对好转。此外,蒙牛预计2025年公司经营利润率处于7.9%-8.1%区间,同比下滑0.1-0.3pct。此种状况或许意味着,资本市场认为蒙牛有触底回升趋势。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031013572295469467&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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产品若具不断购买特性相得益彰","url":"https://stock-news.laohu8.com/highlight/detail?id=2618165606","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618165606?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 08:31","pubTimestamp":1773102684,"startTime":"0","endTime":"0","summary":"当然,利基也可以指公司拥有一些不可以替代的品牌或专利产品。于2025上半年拉布布的THE MONSTERS系列收入超过48亿元人民币,于总收入贡献达34.7%。事实上,拉布布亦令泡泡玛特有着收入和盈利的底气,也可视为该公司的利基。此外,笔者现时也并未持有上述股份。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/ZjliN2ZkODRiNzhhNzU2YzM1OTEzZDg3ZjhhMTI3MDQ3NzI4ODg1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZjliN2ZkODRiNzhhNzU2YzM1OTEzZDg3ZjhhMTI3MDQ3NzI4ODg1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976163","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","LU0737861699.HKD","LU1439103000.SGD","BK0137","LU0072462343.USD","LU1224709979.USD","BK0214","BK1521","IE00B29SXG58.USD","BK0012","IE00B067MR52.USD","LU1102505929.USD","LU0348788117.USD","LU0640798160.USD","601021","IE00B97KM107.HKD","LU0385154629.USD","LU1048588211.SGD","LU0287142896.SGD","IE0032834883.USD","LU2045819591.USD","HK0000306701.USD","SG9999002828.SGD","BK0280","IE00B031HY20.USD","BK1237","002251","BK0224","688169","BK0170","IE0008368742.USD","IE00B0169L03.USD","02319","LU0307460666.USD","LU0471298777.SGD","LU1051768304.USD","LU0359201612.USD","LU2125910500.SGD","BK0107","LU0823426308.USD","LU0594300419.USD","LU0251143458.SGD","LU0320764755.SGD","LU0106959298.USD","BK0093","IE0008369823.USD","LU0228367735.SGD","LU0173614495.USD","HK0000320223.HKD","BK0028"],"gpt_icon":0},{"id":"2618600281","title":"食品饮料行业周度更新:餐饮需求回暖 调味品格局良性奠定改善契机","url":"https://stock-news.laohu8.com/highlight/detail?id=2618600281","media":"长江证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618600281?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 00:00","pubTimestamp":1773072000,"startTime":"0","endTime":"0","summary":"周度聚焦:餐饮需求回暖,调味品格局良性奠定改善契机过去3 年,调味品的整体β改善偏弱,产品、库存周期影响量价节奏。调味品一超多强的格局,竞争环境良性。行业“一超”格局稳定,在我国酱油行业中海天味业的领先优势突出,且已经从酱油龙头向平台型调味品企业转型。大众品需求边际有望回暖,春节旺季需求改善,叠加节后补库需求良性,整体有望迎来开门红。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310073633a45cae34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:26","pubTimestamp":1773070005,"startTime":"0","endTime":"0","summary":"蒙牛选择在2026年3月进行如此大规模的一次性出清,时间节点绝非偶然。这意味着,蒙牛牺牲的是“账面利润”,换取的是未来“真实利润”得以在干净的资产基础上释放弹性。当资产端在做“减法”,品牌端在做“加法”,真正的胜负手其实在于:当行业周期拐点真正降临之时,那个甩掉包袱、焕然一新的蒙牛,能否拿出足以匹配其“一体两翼”战略野心的核心产品力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309234042a45c1aee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:14","pubTimestamp":1773062067,"startTime":"0","endTime":"0","summary":"3月9日,蒙牛集团发布公告,将于3月25日举行董事会会议,批准刊发2025全年业绩。同期,管理层再次巨额计提,总额超22亿元。高飞团队指出,2025年下半年以来,液态奶收入回升。高飞受此影响,蒙牛2025年的净利润,仅14亿至16亿元。在2024年,其净利润仅为1.05亿元,暴跌超97%。蒙牛手握2026年、2030年两届世界杯,以及2027年女足世界杯的全球官方赞助权。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309221953a6b2cf4d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:43","pubTimestamp":1773038580,"startTime":"0","endTime":"0","summary":"里昂发表报告指,蒙牛(02319.HK) 去年销售额与经调整纯利基本符合投资者预期,但该行注意到市场似乎更关注其2026年的销售表现及低基数反弹的可能性。若生鲜乳价格趋稳、液态奶需求回升且CPI转向,该行认为蒙牛的盈利复苏幅度将好过同业。评级“高度确信跑赢大市”,目标价21.1元。另外,该行近期透过华中地区经销商进行的渠道调查显示,蒙牛2026年1-2月常温液态奶的出货/实销较去年同期分别增长约中单位数/微幅上升。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-09 12:25。)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180119150506160_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180119150506160_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1507607/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1507607/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0823426480.USD","IE00B0169L03.USD","IE0008369823.USD","LU0326950275.SGD","IE0009570106.USD","IE00B29SXG58.USD","LU0287142896.SGD","IE00B031J352.USD","LU0348788117.USD","LU0370786039.SGD","LU0650527681.SGD","LU0315179316.USD","LU0640798160.USD","02319","LU0737861699.HKD","IE0031814852.USD","SG9999011746.SGD","LU1439103000.SGD","LU0672654166.SGD","LU0072462343.USD","LU0588546209.SGD","LU0128522157.USD","LU0651946864.USD","LU1048588211.SGD","LU0029875118.USD","LU0163747925.USD","BK1597","LU1102505929.USD","LU0543330483.HKD","LU0328353924.USD","LU0211977185.USD","LU0359201885.HKD","BK1237","LU0259732245.USD","LU0594300419.USD","LU0320764755.SGD","IE0008368742.USD","LU0385154629.USD","HK0000306685.HKD","HK0000306701.USD","LU1224709979.USD","SG9999002828.SGD","LU0307460666.USD","LU0228367735.SGD","IE00B97KM107.HKD","LU1769817096.USD","BK1553","LU0359201612.USD","LU2125910500.SGD","LU1515016050.SGD"],"gpt_icon":0},{"id":"2618610337","title":"《大行》花旗:蒙牛(02319.HK)去年核心纯利胜预期 最坏时刻已过","url":"https://stock-news.laohu8.com/highlight/detail?id=2618610337","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618610337?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 14:39","pubTimestamp":1773038340,"startTime":"0","endTime":"0","summary":"花旗发表报告,指蒙牛乳业最坏时刻已过,据其2025年初步业绩显示,其2025年预测核心纯利介乎36亿至40亿元人民币(下同),较该行预测36.65亿元高出0%至9%。值得注意的是,公司于2025年计入22亿至24亿元的一次性及非现金减值拨备,大幅纾缓未来财务压力。根据公告,其液态奶销售“自2025年下半年起实现企稳及复苏”,受惠于“原奶价格持续回稳及需求持续改善”。鉴于最坏情况很可能已过去,花旗维持对蒙牛的“买入”评级,目标价21.1港元。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230201115653616_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230201115653616_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1507606/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1507606/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU0106959298.USD","LU0588546209.SGD","BK1237","LU0640798160.USD","IE00B29SXG58.USD","LU0672654166.SGD","IE00B031J352.USD","LU0385154629.USD","LU1439103000.SGD","SG9999011746.SGD","IE00B0169L03.USD","LU1051768304.USD","IE0032834883.USD","IE0008369823.USD","LU0259732245.USD","LU0594300419.USD","BK1553","LU0370786039.SGD","LU0650527681.SGD","LU2045819591.USD","LU1515016050.SGD","HK0000320223.HKD","LU0315179316.USD","LU0737861699.HKD","IE00B067MR52.USD","IE0008368742.USD","HK0000306685.HKD","LU0328353924.USD","LU1048588211.SGD","LU0823426480.USD","LU0128522157.USD","LU0163747925.USD","LU1115378108.SGD","IE00B031HY20.USD","SG9999002828.SGD","LU0173614495.USD","LU1769817096.USD","LU0359201885.HKD","BK1521","LU0029875118.USD","LU0320764755.SGD","02319","LU0307460666.USD","LU0651946864.USD","HK0000320264.USD","LU0251143458.SGD","LU0072462343.USD","LU1769817179.HKD","LU1102505929.USD","BK1597"],"gpt_icon":0},{"id":"2618617037","title":"大华继显:蒙牛乳业(02319)维持目标价21.7港元 评级为“买入”","url":"https://stock-news.laohu8.com/highlight/detail?id=2618617037","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618617037?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 14:35","pubTimestamp":1773038143,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,大华继显发布研报称,蒙牛乳业(02319)维持目标价21.7港元,其评级为“买入”。该行估计,蒙牛乳业去年核心净利润介乎在31亿元人民币至35亿元人民币之间;自2025年下半年起液态奶收入呈按季增长稳定,实现稳定与复苏。同时,鲜奶、奶粉和芝士产品在2025年实现了两位数增长,并保持强劲增长势头。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1411529.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02319"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}