优然牧业(09858)今日盘中大涨10.30%，表现强势。
消息面上，华源证券指出，伴随上游牧业公司持续的亏损出清，供给侧持续收缩，原奶价格拐点预计将于2026年到来，届时或将大幅提振上游牧业公司业绩表现。该券商基于对原奶周期拐点与深加工产品国产替代的积极判断，预计头部乳企将受益，并重点推荐优然牧业。
此外，乳制品板块整体表现良好，优然牧业领涨，现代牧业、中国圣牧等也录得涨幅，显示市场对行业前景的乐观情绪。
优然牧业(09858)今日盘中大涨10.30%，表现强势。
消息面上，华源证券指出，伴随上游牧业公司持续的亏损出清，供给侧持续收缩，原奶价格拐点预计将于2026年到来，届时或将大幅提振上游牧业公司业绩表现。该券商基于对原奶周期拐点与深加工产品国产替代的积极判断，预计头部乳企将受益，并重点推荐优然牧业。
此外，乳制品板块整体表现良好，优然牧业领涨，现代牧业、中国圣牧等也录得涨幅，显示市场对行业前景的乐观情绪。
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