【券商聚焦】中信证券:继续看好肉牛原奶周期共振

金吾财讯
Sep 24

金吾财讯 | 中信证券表示,Q3以来奶牛热应激减产叠加双节备货需求回暖,供需矛盾季节性缓解,短期牧业行业去化有所放缓,但长期反转逻辑维持。Q2以来肉牛价格持续回升,2024年以来能繁母牛去化影响持续显现,预计2026年肉牛供给端存在下降压力,该机构判断活牛价格仍有上行空间。继续看好肉牛原奶周期共振,推荐牧业养殖龙头,及原奶自给率行业领先的全产业链龙头。

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