金吾财讯 | 牧业板块集体上扬，优然牧业(09858)涨9.32%，现代牧业(01117)涨6.5%，原生态牧业(01431)涨2.04%，中国圣牧(01432)涨1.49%。华源证券认为，在经历漫长的奶价下行后，随着供需两端协同改善，原奶价格26H1有望逐步企稳回升。该行预计在奶价上行趋势下，原料奶销售业务收入有望大幅增厚。此外，肉牛价格上行趋势或将持续，公司利润端有望获益。浙商证券发布研报称，肉牛产业高景气周期预计延续至2027年，牧业公司盈利弹性值得期待。
金吾财讯 | 牧业板块集体上扬，优然牧业(09858)涨9.32%，现代牧业(01117)涨6.5%，原生态牧业(01431)涨2.04%，中国圣牧(01432)涨1.49%。华源证券认为，在经历漫长的奶价下行后，随着供需两端协同改善，原奶价格26H1有望逐步企稳回升。该行预计在奶价上行趋势下，原料奶销售业务收入有望大幅增厚。此外，肉牛价格上行趋势或将持续，公司利润端有望获益。浙商证券发布研报称，肉牛产业高景气周期预计延续至2027年，牧业公司盈利弹性值得期待。
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