金吾财讯 | 乳制品股尾盘股价上扬，截至发稿，优然牧业(09858)涨9.49%，现代牧业(01117)涨3.55%，原生态牧业(01431)涨2.10%，澳亚集团(02425)涨1.60%，中国飞鹤(06186)涨1.20%。国金证券研报指出，散奶价格近期已经回升至3元/公斤左右，较高的散奶价格使得行业去化速率放缓，但是在行业资金压力大&持续亏损的背景下，行业产能有望持续去化。该行预计随着供给端产能去化的逐步传导，原奶价格在明年有望企稳回升；肉牛方面近期犊牛与活牛价格已经出现上涨，预计新一轮肉牛周期有望开启，板块景气度有望稳健向上，重视肉奶共振。
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