稳居国内牧场龙头,产业链协同优势突出。优然牧业为国内最大的原料奶供应商,24H1 末拥有96 座牧场、60 万头奶牛,23 年产量302 万吨。公司营收从2018 年63 亿提升至2023 年187 亿,其中原料奶业务收入从26 亿提升至129 亿(CAGR为38%);2024H1 实现营收101 亿(yoy+11%),受益原奶产量提升。伊利为公司主要股东、最大客户,2018 年以来公司向伊利售奶...
Source Link稳居国内牧场龙头,产业链协同优势突出。优然牧业为国内最大的原料奶供应商,24H1 末拥有96 座牧场、60 万头奶牛,23 年产量302 万吨。公司营收从2018 年63 亿提升至2023 年187 亿,其中原料奶业务收入从26 亿提升至129 亿(CAGR为38%);2024H1 实现营收101 亿(yoy+11%),受益原奶产量提升。伊利为公司主要股东、最大客户,2018 年以来公司向伊利售奶...
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