智通财经APP获悉，优然牧业(09858)跌超5%，截至发稿，跌5.87%，报3.51港元，成交额6.85亿港元。
消息面上，优然牧业近日发布截至2025年6月30日止六个月的中期业绩，收入102.84亿元(人民币，下同)，同比增加2.28%;股东应占亏损2.97亿元，同比收窄10.37%;每股基本亏损0.08元。公告称，由于国内原料奶供需阶段性不平衡带来原料奶价格下行，报告期间集团原料奶平均单价为3.87元/公斤，较2024年中期的4.16元/公斤，下降7.0%。
华泰证券指出，乳制品2025上半年收入表现平淡，液奶需求整体平淡，但当前渠道库存处于合理水位，期待后续需求回暖，中秋&国庆双节旺季或为核心观察窗口。
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