港股异动 | 牧业股继续走高 奶牛产能去化或近尾声 机构称奶肉联动模式企业盈利能力突出

智通财经
Yesterday

智通财经APP获悉,牧业股继续走高,截至发稿,优然牧业(09858)涨10.26%,报3.33港元;中国圣牧(01432)涨9.23%,报0.355港元;原生态牧业(01431)涨3.39%,报0.305港元;现代牧业(01117)涨2.36%,报1.3港元。

消息面上,原生态牧业公布,与控股股东中国飞鹤订立协议,于2026至28年向其供应原料奶,建议年度销售额上限分别为31亿元人民币、34亿元及37亿元,占总收入的96%;拟供应的原料奶售价将不逊于集团独立第三方客户所提供之售价。

天风证券指出,当前奶牛产能去化或近尾声,Q3青贮收购带来的资金压力可能推动出清边际加速,原奶价格有望触底回升;牛肉价格或迎拐点,但因资金/信心/环保等多重因素影响补栏积极性,其后续涨幅与持续性可能超预期。具备母牛资源或采用“奶肉联动”模式的企业,盈利能力更加突出。建议关注优然牧业、中国圣牧、光明肉业、现代牧业、澳亚集团等。

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