异动解读|优然牧业盘中上涨5.2%,奶肉双周期共振驱动扭亏预期强化

行情直击
Aug 14

8月14日,优然牧业盘中上涨5.2%,报4.045港元,成交额5270.63万港元。

消息面上,公司此前发布正面盈利预告,预计上半年归母净利润约7.39亿元至9.03亿元,较去年同期亏损2.97亿元实现大幅扭亏。华泰证券研报指出,公司核心业务经营持续改善,淘汰母牛价格上涨带来更好的淘牛收益,"奶+肉"双周期步入上行通道,公允价值损失有望持续收窄,下半年利润弹性有望进一步释放。此外,公司近日完成注册资本增资约10%,并推进与赛科星的内部资产置换以消除业务重叠、优化资源配置。行业层面,7月国内生鲜乳价格同比近五年首次转正,供需格局趋于平衡,上游牧场盈利修复确定性增强。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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