优然牧业(09858)今日盘中大涨7.63%，引起了市场的广泛关注。
消息面上，优然牧业发布了年度业绩报告。数据显示，公司全年实现营业收入256.74亿元人民币，同比增长4.51%；净亏损为4.32亿元人民币，但亏损同比大幅收窄37.42%。华泰证券指出，尽管业绩受到生物资产减值扰动，但公司在原奶价格低位、行业产能去化的背景下，展现出较强的成本管控能力和稳健的现金盈利。
该机构进一步分析称，公司公斤奶饲料成本同比下降10.5%，现金EBITDA保持稳健增长。展望未来，随着奶价企稳回升、肉牛价格上行，以及公司牛群结构持续优化，其核心主业有望实现盈利改善。基于此，华泰证券维持对优然牧业的“买入”评级。
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