蒙牛乳业现涨近4% 海通国际看好乳制品消费市场

新浪港股
Oct 25, 2023

蒙牛乳业(02319)午盘上涨3.91%,现报25.25港元,成交额9899.43万港元。   海通国际发布研报称,乳制品消费量近十年来连续正增长,显著好于其他食品饮料子行业。该行指,消费者健康意识增强,常温白奶迎来复苏式增长;随着超巴技术的广泛应用和冷链物流的不断完善,巴氏奶方兴未艾,企业加速布局及投入,市场将迎来供需双提升。展望3-5年,无论是下游制造企业,如蒙牛等,还是上游养殖企业,投资价值...

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