8月10日，优然牧业盘中上涨5.04%，报4.275港元，成交额1.79亿港元。
消息面上，公司近日公告全资附属内蒙优然与非全资附属赛科星签订资产置换意向书，置换完成后内蒙优然将专注奶牛养殖与生鲜乳业务，赛科星则聚焦饲料、育种及奶牛超市，旨在消除业务重叠、优化资源配置。此外，公司此前发布盈喜，预计上半年净利润7.39亿至9.03亿元，同比实现扭亏。东方证券维持买入评级，上调盈利预测至2026年归母净利润16.6亿元，目标价5.14港元。行业层面，机构普遍确认乳业上游供需拐点已现，奶价进入温和回升通道，牧场端盈利弹性突出。经8月7日板块回调后，今日资金回流。
（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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