热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　优然牧业（09858）早盘涨超5%，截至发稿，股价上涨4.83%，现报2.39港元，成交额2195.05万港元。

　　国泰海通发布研报称，近期多地推出生育补贴细则，部分乳企自发提出生育补贴计划，有望推动奶粉、液奶等品类景气度修复，加速原奶行业供需缺口收敛过程。考虑乳制品行业处在供给、需求、库存三重底，存栏去化是本轮周期供需缺口收敛的重要驱动力，内需及生育相关政策催化下景气有望更快改善、将加快这一进程。

　　华西证券则表示，展望今年奶价，我们认为供给端出清或将持续，需求端随各项政策落地而逐步恢复，奶价拐点有望伴随中秋国庆“双节”消费旺季自25年下半年开启。中期来看，我们认为由于供给端产能去化后短期难以回补，未来2-3年或将维持紧平衡状态。优然牧业作为行业龙头企业，有望在本轮行业调整中受益，未来周期反转将释放较大弹性。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：卢昱君

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.