智通财经APP获悉，瑞银发布研报称，蒙牛乳业(02319)已进入优质增长阶段，成本控制将更有纪律，并预计原奶价格在2025年下半年触底反弹，有助提升市场竞争力。蒙牛乳业2024年液体奶/冰淇淋/配方奶粉/乳酪，在经济放缓的情况下销售额受压，同时毛利率受原奶价格影响而下跌。但整体而言，蒙牛乳业去年业绩基本符合预期。该行小幅调高集团2025-2026年每股盈利1-2%，以反映有效的成本管理。基于新的DCF估值，上调目标价14%，由20.5港元升至23.3港元，重申“买入”评级。
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