灯塔研报 | LITE-238期 牧原股份-打新推荐指数:4星

玖安说新股
Jan 29

终极建议基本面建议:坚定看好。公司已构筑起难以复制的工业化成本壁垒,正处于资本开支收缩与自由现金流增长的窗口期。忽略周期的短期震荡,博弈成本代差带来的长期确定性收益是最佳策略。非基本面建议: 关注H股发行带来的套利空间及估值重塑机会,但需警惕初期流动性风险及宏观消费复苏斜率的不确定性。灯塔评级: (四星,看好中长线发展,积极申购)Wealth Broker01)Muyuan Foods公司概况及...

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