智通财经APP获悉，部分乳业股逆市走高，截至发稿，中国圣牧(01432)涨5.97%，报0.355港元；原生态牧业(01431)涨5.67%，报0.149港元；雅士利集团(01230)涨0.85%，报1.18港元。
广发证券表示，近年来在低温鲜奶增长加快、乳制品渠道多元化的背景下，部分区域乳企在产品和渠道上与双寡头形成差异化，实现较快增长。我们认为未来区域乳企增长有望提速。由于区域乳企在当地消费者基础扎实、价盘稳定，在原奶下行周期面临竞争压力相对较小，故盈利水平提升幅度较全国龙头更大。
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