【转|太平洋农林牧渔-优然牧业深度】原奶周期反转在即,牧业龙头冬去春来

远峰电子
03 Jun

文章转自2025年03月18日太平洋农林牧渔团队报告,分析师:程晓东/李忠华投资要点原奶行业特点:1)周期性较强:近年来,原奶价格波动通常五年左右一个周期。周期性主要受两方面因素影响:首先,供给具有刚性,一旦生产短缺,恢复起来需要2年以上的时间。其次,消费需求稳增。供给刚性主要由两方面因素决定:a.生物资产特点。奶牛这一生物资产生产周期较长,从补栏到原奶产出需要至少24个月;b.生产区域比较集中,...

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