异动解读 | 中国飞鹤盘中大涨近6%,消费旺季来临或为主因

异动解读
Nov 27, 2024

2024年11月27日星期三,中国大型婴幼儿配方奶粉企业中国飞鹤(06186)在港交所盘中大涨5.97%,报收5.68港元。

分析人士认为,中国飞鹤作为中国本土主要的婴幼儿乳业品牌,其股价上涨或与年末消费旺季的来临有关。随着各地启动消费券发放活动,有望刺激婴幼儿奶粉等大众消费品需求回暖,从而带动中国飞鹤等公司业绩向好。

不过中国飞鹿既是品牌费较高的奶粉企业,也面临产能利用率偏低、竞争加剧等挑战。因此投资者也需关注公司经营数据变化,以及竞争形势等因素的影响。

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