华泰证券发表研究报告指，蒙牛乳业上半年分别实现收入、归母净利415.7亿、20.5亿元，分别按年跌6.9%、跌16.4%。展望来看，该行认为后续液态奶需求有望复苏，中秋及国庆双节时点或为重要的观察窗口期，冰品业务已恢复正增，后续奶粉及奶酪业务盈利能力有望向上，蓄力长期利润弹性释放。 考虑到乳制品行业需求复苏仍然需要一段时间，该行下调蒙牛收入预测，预计2025至2027年公司收入分别为842.7亿、864.3亿、883.3亿元；考虑现代牧业2025年表观预计亏损，对于公司应占联营公司收益造成短期不利影响，预计2025至2027年每股盈利分别为1.08元、1.45元、1.58元。该行将其目标价从22.77港元上调至23.74港元，评级“买入”。
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