《大行》花旗升优然牧业(09858.HK)目标价至5.4元续吁买入

阿斯达克财经
Aug 26, 2025

花旗发表报告指,优然牧业(09858.HK) 中期亏损收窄符合预期,收入增长2%低于预期,但被毛利率改善好过预期所抵消。经营现金流转正,主要因饲料成本下降、小牛及年轻牛群占比降低等。优然牧业管理层目标2025年产量有中双位数增长,至超过400万吨,下半年毛利率与上半年持平,但按年有所改善,并希望减少生物资产公允价值减值损失,及提升自由现金流。该行将优然牧业2025至2027年净利润预测下调15至...

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