智通财经APP获悉，乳业股延续近期强势表现，截至发稿，中国圣牧(01432)涨9.09%，报0.48港元；优然牧业(09858)涨3.53%，报4.4港元；蒙牛乳业(02319)涨1.46%，报16.67港元；澳优(01717)涨1.19%，报2.55港元。
消息面上，7月28日，《育儿补贴制度实施方案》出台，方案为2025年1月1日起，对符合法律法规规定生育的3周岁以下婴幼儿发放每孩每年3600元的补贴，至其年满3周岁。爱建证券表示，预计政策将惠及2000多万婴幼儿家庭，有望直接拉动乳制品特别是婴幼儿奶粉消费。
国信证券则表示，看好2025年肉牛大周期反转，肉价上涨预计持续到2027年；2025年下半年国内原奶供需格局或改善，价格有望回暖。对于奶牛养殖标的，原奶行情改善利好主业盈利修复，同时肉牛大周期上行有望明显增厚其奶牛淘汰和犊牛外销收益，肉奶共振背景下具备较高业绩修复弹性，推荐优然牧业、现代牧业、中国圣牧。
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