异动解读|蒙牛乳业盘中上涨3.36%,原奶价格上行周期启动及持续回购提振信心

行情直击
Oct 09

10月9日,蒙牛乳业盘中上涨3.36%,报18.14港元,成交额8170.16万港元。消息面上,里昂证券最新研报指出,在与伊利、蒙牛及现代牧业等乳企高管交流后,观察到上下游企业均对未来两至三年原奶价格温和复苏轨道感到乐观,伊利及蒙牛均表示有信心明年液态奶产品市占率可提升,给予蒙牛高度确信跑赢大市评级。中国银河研报称,合同奶价7月同比增速转正,8-9月中秋节前延续上涨趋势,将推动乳企盈利持续改善。此外,公司自10月2日至7日连续实施股份回购,累计回购约124.6万股,耗资约2171万港元,持续向市场传递管理层信心。

中国蒙牛乳业有限公司是一家主要从事生产及销售乳制品业务的投资控股公司,通过液态奶、冰淇淋、奶酪、奶粉及其他分部运营。

(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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