智通财经APP获悉，优然牧业(09858)涨超4%，截至发稿，涨4.39%，报2.38港元，成交额1753.9万港元。
消息面上，华西证券指出，展望今年奶价，该行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25H2开启。中期来看，该行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。公司作为行业龙头企业，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。
招商证券近日表示，今年来各地不断出台生育补贴政策，有望带动乳制品消费需求的进一步复苏。飞鹤、伊利等企业先后响应国家号召，发放生育补贴（飞鹤补贴12亿，伊利补贴16亿，形式为产品补贴），外贸严峻下内需政策预期再加大。全年看好行业供需改善，叠加伊利等龙头企业轻装上阵，业绩释放盈利改善确定性更高。
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