▼正文▼智通财经APP获悉,东兴证券发布研报称,奶价具备一定的上涨基础和初步迹象。随着奶牛存栏下降,预计原奶产能短期小幅回落,中期来看,由于去库存后期后备牛淘汰比例提升,因此若存栏没有反弹,未来一至两年的原奶产量可能进一步减少。此外,考虑到国际贸易关系的不稳定,我国原奶价格相对进口价格较低,推测26年进口量略微下降。总体该行预计原奶及折算后的原奶供给可能持续收窄。需求方面,短期需求小幅回升,但仍要...
Source Link▼正文▼智通财经APP获悉,东兴证券发布研报称,奶价具备一定的上涨基础和初步迹象。随着奶牛存栏下降,预计原奶产能短期小幅回落,中期来看,由于去库存后期后备牛淘汰比例提升,因此若存栏没有反弹,未来一至两年的原奶产量可能进一步减少。此外,考虑到国际贸易关系的不稳定,我国原奶价格相对进口价格较低,推测26年进口量略微下降。总体该行预计原奶及折算后的原奶供给可能持续收窄。需求方面,短期需求小幅回升,但仍要...
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