7月21日，优然牧业涨超8%，现代牧业涨超6%，澳优涨超1%，中国飞鹤涨近1%，蒙牛乳业涨超0.4%。
消息上，原奶价格已处于十年低位，产能去化接近尾声，机构预计2026年下半年原奶有望迎来供需平衡，奶价企稳回升。26Q3季节性因素（热应激减产+双节备货）有望推动奶价上行。一线乳企与二三线差距拉大，伊利、蒙牛双寡头格局进一步固化。券商研报持续推荐现代牧业、优然牧业等上下游标的。
7月21日，优然牧业涨超8%，现代牧业涨超6%，澳优涨超1%，中国飞鹤涨近1%，蒙牛乳业涨超0.4%。
消息上，原奶价格已处于十年低位，产能去化接近尾声，机构预计2026年下半年原奶有望迎来供需平衡，奶价企稳回升。26Q3季节性因素（热应激减产+双节备货）有望推动奶价上行。一线乳企与二三线差距拉大，伊利、蒙牛双寡头格局进一步固化。券商研报持续推荐现代牧业、优然牧业等上下游标的。
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