异动解读|蒙牛乳业盘中上涨3.34%,连续回购叠加多家大行看好原奶周期拐点

行情直击
May 28

5月28日,蒙牛乳业盘中上涨3.34%,报17.04港元/股,成交额2185.86万港元。

消息面上,公司近期持续进行股份回购,5月27日斥资约989.21万港元回购60万股,5月26日斥资500.24万港元回购30万股,5月22日斥资755.48万港元回购45万股,回购节奏明显加快。同时,里昂维持蒙牛"高确信跑赢大市"评级,预期下半年原奶价格将迎来反弹;招商证券国际亦将蒙牛上调至"增持"评级,认为中国乳制品原奶周期迎来关键拐点,预计将开启跨年估值重估周期。密集回购彰显管理层信心,叠加行业基本面改善预期,共同提振市场情绪。

(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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