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港股
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蒙牛乳业
17.560
+0.360
2.09%
手动刷新
成交量：
2,516.09万
成交额：
4.40亿
市值：
686.77亿
市盈率：
601.77
高：
17.640
开：
17.280
低：
17.240
收：
17.200
数据加载中...
总览
公司
新闻
公告
蒙牛乳业回购15万股 金额272万港元
财中社
·
05-21
蒙牛乳业(02319)5月21日斥资291.98万港元回购15万股
智通财经
·
05-21
2025年乳制品市场策略分析：蒙牛乳业的困境与突破
报告大厅
·
05-21
加码布局B端原料奶赛道，蒙牛专业乳品引领烘焙创新趋势！
食品饮料行业观察
·
05-20
蒙牛乳业5月19日斥资271万港元回购15万股
新浪港股
·
05-20
蒙牛乳业(02319)5月19日斥资271万港元回购15万股
智通财经
·
05-20
乳制品股向好 蒙牛乳业涨近2% 机构指生育补贴政策持续出台 有望带动消费需求进一步复苏
金吾资讯
·
05-20
蒙牛乳业(2319.HK)：峰回路转 再启山林
长江证券
·
05-20
蒙牛乳业5月16日斥资276.05万港元回购15万股
新浪港股
·
05-18
金蝶软件（中国）有限公司中标蒙牛乳业司库建设项目
iDoNews
·
05-17
蒙牛总裁高飞，收入暴涨丨消费参考+
21世纪经济报道
·
05-16
伊利、蒙牛“血战”婴配粉市场：各自商誉减值超30亿元丨乳业变局
21经济网
·
05-16
蒙牛乳业回购15万股 金额276万港元
财中社
·
05-16
蒙牛乳业(02319)5月16日斥资276.05万港元回购15万股
智通财经
·
05-16
招商证券：Q1乳企盈利呈现改善态势 全年景气度有望进一步提升
智通财经
·
05-16
乳制品24年报及25年一季报回顾：龙头轻装上阵 景气改善可期
招商证券股份有...
·
05-16
蒙牛乳业(02319)5月15日斥资275.41万港元回购15万股
智通财经
·
05-15
蒙牛乳业回购15万股 金额278万港元
财中社
·
05-14
蒙牛乳业(02319)5月14日斥资278.17万港元回购15万股
智通财经
·
05-14
蒙牛乳业05月14日获主力加仓2946.9万元
市场透视
·
05-14
更多
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18:26","pubTimestamp":1747823200,"startTime":"0","endTime":"0","summary":"蒙牛乳业（02319）发布公告，2025年5月21日，公司回购股份15万股，回购金额为272万港元。根据回购授权的决议，公司可回购的股份总数为3.94亿股，已回购股份2310万股，占回购授权决议通过时已发行股份的0.587%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505213410881949.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_eastmoney","symbols":["LU1102505929.USD","LU0048580855.USD","LU0588546209.SGD","IE00B29SXG58.USD","LU0359201612.USD","LU0370786039.SGD","IE00B0169L03.USD","02319","LU1023057109.AUD","IE00B067MR52.USD","IE0009570106.USD","IE00B031J352.USD","LU0128522157.USD","IE0008368742.USD","IE0032834883.USD","BK1553","LU0320764755.SGD","LU0326950275.SGD","LU0359202008.SGD","LU0650527681.SGD","LU0651946864.USD","LU1051768304.USD","LU1769817096.USD","LU2045819591.USD","LU0385154629.USD","LU0594300419.USD","LU0228659784.USD","LU2125910500.SGD","SG9999002828.SGD","LU0307460666.USD","LU1439103000.SGD","LU1515016050.SGD","LU0211977185.USD","LU0823426308.USD","LU1102505762.USD","BK1597","LU1048588211.SGD","LU0348788117.USD","LU0251143458.SGD","LU0259732245.USD","LU0173614495.USD","LU0106959298.USD","LU0072462343.USD","IE0031814852.USD","SG9999011746.SGD","BK1237","LU1769817179.HKD","LU1224709979.USD","LU0737861699.HKD","LU0672654166.SGD"],"gpt_icon":0},{"id":"2537768989","title":"蒙牛乳业(02319)5月21日斥资291.98万港元回购15万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2537768989","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537768989?lang=zh_cn&edition=fundamental","pubTime":"2025-05-21 18:08","pubTimestamp":1747822080,"startTime":"0","endTime":"0","summary":"智通财经APP讯，蒙牛乳业(02319)发布公告，于2025年5月21日斥资291.98万港元回购股份15万股，每股回购价格为18.04-18.2港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1295901.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":["IE00B031HY20.USD","LU0106959298.USD","LU1102505929.USD","LU0228659784.USD","SG9999002828.SGD","LU0370786039.SGD","LU0594300419.USD","BK1521","LU0359202008.SGD","LU0543330483.HKD","IE0032834883.USD","LU1515016050.SGD","IE00B067MR52.USD","IE0009570106.USD","LU0259732245.USD","LU0320764755.SGD","IE00B97KM107.HKD","LU0251143458.SGD","LU0385154629.USD","LU0173614495.USD","LU0359201612.USD","LU0588546209.SGD","LU2125910500.SGD","LU0823426308.USD","LU0348788117.USD","LU0307460666.USD","LU0651946864.USD","IE00B031J352.USD","LU1769817096.USD","LU1102505762.USD","BK1237","IE00B0169L03.USD","BK1597","IE00B29SXG58.USD","LU0072462343.USD","LU0211977185.USD","LU1439103000.SGD","LU0359201885.HKD","LU0737861699.HKD","LU2045819591.USD","BK1589","LU0228367735.SGD","LU0048580855.USD","SG9999011746.SGD","LU0163747925.USD","LU1048588211.SGD","IE0031814852.USD","LU0471298777.SGD","IE0008369823.USD","02319"],"gpt_icon":0},{"id":"2537609164","title":"2025年乳制品市场策略分析：蒙牛乳业的困境与突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2537609164","media":"报告大厅","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537609164?lang=zh_cn&edition=fundamental","pubTime":"2025-05-21 14:56","pubTimestamp":1747810596,"startTime":"0","endTime":"0","summary":"2018至2021年，中国乳制品产量持续增长，2021年在国家政策推动和消费需求复苏的双重作用下，产量大幅上升。2022年前10个月，中国乳制品销售收入达到4283亿元，同比增长8.3%。综上所述，2025年乳制品市场呈现出新的发展趋势，蒙牛乳业作为国内乳业的龙头企业，面临着激烈的市场竞争和诸多挑战。","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=nesSN2025052115234494fda23c&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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12:04","pubTimestamp":1747713865,"startTime":"0","endTime":"0","summary":"B端原料奶市场需求增长蒙牛专业乳品加码布局近年来，以烘焙/茶饮/咖啡为代表的B端餐饮市场快速发展。蒙牛专业乳品闪耀亮相，不仅抢占了行业高地，也彰显了品牌引领行业创新、助力产业升级的信心与实力。在创新研发与生产布局层面，蒙牛专业乳品已构建起极具竞争力的全链条体系。在本次国际焙烤展上，蒙牛专业乳品携手行业权威智库红餐产业研究院，重磅发布《烘焙品类发展报告2025》。","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=nesSN20250520154801a4850e1e&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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12:01","pubTimestamp":1747713660,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 蒙牛乳业（02319）发布公告，于2025年5月19日斥资271万港元回购15万股。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-05-20/doc-inexeprh1539948.shtml","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":"sina","symbols":["IE00B0169L03.USD","LU0672654166.SGD","LU1769817096.USD","LU2125910500.SGD","LU0106959298.USD","LU0543330483.HKD","LU2045819591.USD","LU0173614495.USD","BK1237","LU0228367735.SGD","LU0348788117.USD","IE00B97KM107.HKD","IE00B031HY20.USD","BK1597","LU0650527681.SGD","LU0326950275.SGD","LU0328353924.USD","LU0307460666.USD","IE0032834883.USD","LU1224709979.USD","IE0008369823.USD","LU0128522157.USD","LU0315179316.USD","LU0359201612.USD","LU0588546209.SGD","BK1589","LU0029875118.USD","IE00B067MR52.USD","IE00B031J352.USD","LU0594300419.USD","LU0163747925.USD","IE00B29SXG58.USD","LU1102505929.USD","LU0048580855.USD","LU0359202008.SGD","LU1439103000.SGD","LU0228659784.USD","LU0385154629.USD","LU0211977185.USD","LU0287142896.SGD","02319","LU0651946864.USD","SG9999011746.SGD","LU0320764755.SGD","IE0031814852.USD","BK1553","BK1521","LU1048588211.SGD","LU1769817179.HKD","LU0471298777.SGD"],"gpt_icon":0},{"id":"2536792668","title":"蒙牛乳业(02319)5月19日斥资271万港元回购15万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2536792668","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536792668?lang=zh_cn&edition=fundamental","pubTime":"2025-05-20 10:45","pubTimestamp":1747709116,"startTime":"0","endTime":"0","summary":"智通财经APP讯，蒙牛乳业(02319)发布公告，于2025年5月19日斥资271万港元回购15万股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1295151.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":["LU0128522157.USD","LU1023057109.AUD","IE00B29SXG58.USD","LU0251143458.SGD","IE00B031J352.USD","BK1597","LU0315179316.USD","LU0211977185.USD","IE00B97KM107.HKD","LU1439103000.SGD","LU1515016050.SGD","IE0031814852.USD","LU2125910500.SGD","SG9999002828.SGD","IE00B067MR52.USD","LU0370786039.SGD","LU0737861699.HKD","LU0029875118.USD","IE0009570106.USD","LU0326950275.SGD","SG9999011746.SGD","LU0259732245.USD","LU0385154629.USD","LU0651946864.USD","LU1769817179.HKD","LU0287142896.SGD","BK1521","LU0163747925.USD","LU0471298777.SGD","LU2045819591.USD","BK1553","LU1224709979.USD","LU0072462343.USD","LU0823426480.USD","IE00B0169L03.USD","LU0359202008.SGD","LU0348788117.USD","LU0672654166.SGD","LU0228659784.USD","LU1769817096.USD","LU0359201885.HKD","IE00B031HY20.USD","LU0173614495.USD","IE0008368742.USD","02319","LU0320764755.SGD","IE0032834883.USD","LU0823426308.USD","LU1048588211.SGD","LU0543330483.HKD"],"gpt_icon":0},{"id":"2536650581","title":"乳制品股向好 蒙牛乳业涨近2% 机构指生育补贴政策持续出台 有望带动消费需求进一步复苏","url":"https://stock-news.laohu8.com/highlight/detail?id=2536650581","media":"金吾资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536650581?lang=zh_cn&edition=fundamental","pubTime":"2025-05-20 10:03","pubTimestamp":1747706585,"startTime":"0","endTime":"0","summary":"金吾财讯 | 乳制品股向好，蒙牛乳业 涨1.88%，中国飞鹤跟涨0.34%。招商证券发布研报称，2024年乳制品行业需求承压，今年来各地不断出台生育补贴政策，有望带动乳制品消费需求的进一步复苏。伊利、蒙牛等龙头企业去库存梳理渠道，同时一次性计提商誉减值，理清包袱轻装上阵。全年来看，行业供给侧上游牧场加速去化，需求端政策预期增强，今年有望实现供需平衡的进一步改善，景气度提升，板块龙头业绩改善确定性更强。","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=nesSN20250520100458975ef359&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, 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再启山林","url":"https://stock-news.laohu8.com/highlight/detail?id=2536566757","media":"长江证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536566757?lang=zh_cn&edition=fundamental","pubTime":"2025-05-20 00:00","pubTimestamp":1747670400,"startTime":"0","endTime":"0","summary":"公司在海外已有6 个生产基地，为出海业务发展奠定基础，海外收入占比从2019 年度的开始持续增加。治理层面，2009 年蒙牛与中粮达成战略合作，作为控股股东的中粮集团持续赋能公司管理。品类延展、数智化提效协同布局，业绩将迎改善蒙牛通过投资控股牧场、战略合作、自建牧场等方式布局上游奶源。预计2025 年、2026 年归母净利润分别为50.8 亿元、56.9 亿元，当前PE 估值约13 倍、12 倍，仍有较大提升空间，首次覆盖，给予“买入”评级。","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=nesSN20250520141625a484f606&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, 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14:20","pubTimestamp":1747549200,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 蒙牛乳业（02319）发布公告，于2025年5月16日斥资276.05万港元回购15万股。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-05-18/doc-inewyfta8955014.shtml","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":"sina","symbols":["LU0307460666.USD","LU0326950275.SGD","SG9999011746.SGD","LU0359201885.HKD","LU0259732245.USD","LU2125910500.SGD","IE00B031J352.USD","LU0650527681.SGD","LU0211977185.USD","IE00B97KM107.HKD","LU0315179316.USD","IE00B29SXG58.USD","LU0823426308.USD","BK1237","IE0009570106.USD","LU0370786039.SGD","IE00B0169L03.USD","LU1048588211.SGD","LU2045819591.USD","LU1769817179.HKD","LU1224709979.USD","IE00B067MR52.USD","LU0359201612.USD","LU0823426480.USD","LU0287142896.SGD","LU0359202008.SGD","LU1023057109.AUD","LU0320764755.SGD","LU0328353924.USD","IE00B031HY20.USD","SG9999002828.SGD","LU0385154629.USD","02319","LU0251143458.SGD","BK1553","LU0029875118.USD","LU1102505929.USD","LU1102505762.USD","LU0163747925.USD","LU0543330483.HKD","LU0471298777.SGD","BK1589","IE0008368742.USD","LU0588546209.SGD","LU0106959298.USD","LU0228659784.USD","LU0048580855.USD","LU0128522157.USD","LU0348788117.USD","LU0737861699.HKD"],"gpt_icon":0},{"id":"2536308228","title":"金蝶软件（中国）有限公司中标蒙牛乳业司库建设项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2536308228","media":"iDoNews","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536308228?lang=zh_cn&edition=fundamental","pubTime":"2025-05-17 14:27","pubTimestamp":1747463223,"startTime":"0","endTime":"0","summary":"天眼查App显示，2025年5月16日，内蒙古自治区的内蒙古蒙牛乳业(集团)股份有限公司发布了关于‘蒙牛乳业数智科创部企业司库建设项目-平台新建采购项目’的中标结果公告。根据公告内容，金蝶软件（中国）有限公司在该项目中成功中标，成为第一成交候选人。此项目吸引了多家供应商参与竞标，其中包括软通动力信息技术（集团）股份有限公司和浪潮通用软件有限公司，但它们未能获得成交资格。公示期为2025年5月17日至2025年5月19日。如对评审结果有异议，相关方可向内蒙古蒙牛乳业(集团)股份有限公司或其代理机构提出质疑。免责声明：本文内容由开放的智能模型自动生成，仅供参考。","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=nesSN2025051714281994f9b071&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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21:37","pubTimestamp":1747402620,"startTime":"0","endTime":"0","summary":"在成为总裁之前，高飞年收入只有169.5万元。此前，高飞的职位是蒙牛高级副总裁、常温事业部负责人。在2023年，高飞此项收入为零。客观来说，作为蒙牛总裁，这份收入比较中等。在2024年，卢敏放当了蒙牛一个季度总裁，和10个月的执行董事。比如高飞升职后的收入暴增。财报显示，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%。现在，蒙牛正持续收缩成本。比如，2024年，蒙牛销售及经销费用同比减少8.3%至230.926亿元。","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=nesSN2025051621391094f91059&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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20:47","pubTimestamp":1747399620,"startTime":"0","endTime":"0","summary":"伊利净利润下滑原因便是，澳优乳业商誉减值带来的30.37亿元拖累。2024年，蒙牛营收886.75亿元，同比下滑10.1%；受贝拉米商誉减值及联营公司亏损影响，实现归母净利润1.05亿元，同比暴跌97.8%。种种收购，寄托着伊利、蒙牛们在婴配粉市场走向高端的决心。存量周期而伊利、蒙牛在婴配粉市场大举投入背后，是高额收益。2024年，蒙牛液态奶收入730.7亿元，同比下滑10.6%。伊利财报显示，2024年，其奶粉及奶制品业务实现营业收入 296.75 亿元，同比增长7.53%。","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=nesSN2025051621005994f9082d&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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17:13","pubTimestamp":1747386820,"startTime":"0","endTime":"0","summary":"智通财经APP讯，蒙牛乳业(02319)发布公告，于2025年5月16日斥资276.05万港元回购15万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1294142.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":["IE0008368742.USD","LU0128522157.USD","IE0008369823.USD","LU0048580855.USD","LU0228367735.SGD","BK1521","LU0359201612.USD","LU0326950275.SGD","IE0031814852.USD","LU0385154629.USD","LU0228659784.USD","LU1023057109.AUD","SG9999002828.SGD","LU0211977185.USD","02319","LU0072462343.USD","LU1048588211.SGD","IE00B031HY20.USD","LU0823426480.USD","BK1237","IE0009570106.USD","IE00B97KM107.HKD","LU0287142896.SGD","LU0328353924.USD","LU0737861699.HKD","LU0320764755.SGD","IE0032834883.USD","LU1439103000.SGD","LU0543330483.HKD","LU0823426308.USD","BK1597","LU0251143458.SGD","LU1515016050.SGD","LU0163747925.USD","LU1051768304.USD","LU1224709979.USD","LU0359202008.SGD","LU2045819591.USD","LU0173614495.USD","LU0650527681.SGD","LU0348788117.USD","LU0370786039.SGD","SG9999011746.SGD","LU0106959298.USD","LU1769817096.USD","BK1553","LU0651946864.USD","LU1769817179.HKD","LU0588546209.SGD","LU0594300419.USD"],"gpt_icon":0},{"id":"2535801732","title":"招商证券：Q1乳企盈利呈现改善态势 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06:55","pubTimestamp":1747349706,"startTime":"0","endTime":"0","summary":"同时奶价下行板块毛利率有所提升，费用更加高效投入，25Q1企业盈利呈现改善态势。盈利能力看，叠加毛利率改善以及费用率优化，Q1企业盈利能力迎来改善，伊利剔除一次性收入影响，扣非净利率提升幅度超过市场预期。今年来各地不断出台生育补贴政策，有望带动乳制品消费需求的进一步复苏。全年看好行业供需改善，叠加伊利等龙头企业轻装上阵，业绩释放盈利改善确定性更高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1293863.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":["LU0737861699.HKD","LU0048580855.USD","LU0471298777.SGD","IE00B29SXG58.USD","LU0326950275.SGD","LU1023057109.AUD","LU1224709979.USD","LU0163747925.USD","LU0385154629.USD","IE0031814852.USD","LU0823426308.USD","BK0183","BK1564","BK0012","IE00B031J352.USD","02319","600999","LU2125910500.SGD","LU0228659784.USD","IE0009570106.USD","LU0348788117.USD","LU0128522157.USD","BK1147","LU0211977185.USD","LU0328353924.USD","LU0651946864.USD","LU1769817096.USD","IE00B067MR52.USD","LU0588546209.SGD","LU0359201612.USD","LU1102505929.USD","LU0672654166.SGD","LU0315179316.USD","LU0823426480.USD","LU0543330483.HKD","LU1051768304.USD","LU0650527681.SGD","LU0072462343.USD","BK0028","LU0370786039.SGD","LU0594300419.USD","LU0251143458.SGD","LU0259732245.USD","BK1589","LU0320764755.SGD","06099","LU0029875118.USD","LU1048588211.SGD","LU0228367735.SGD","BK1597"],"gpt_icon":0},{"id":"2535255382","title":"乳制品24年报及25年一季报回顾：龙头轻装上阵 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