优然牧业(09858)跌超3% 机构指当前原奶价格处于周期底部

金吾财讯
Feb 10

金吾财讯 | 优然牧业(09858)股价震荡下行,截至发稿,报4.94港元,跌3.33%,成交额1840.4万港元。华福证券表示,奶价低位震荡,产能去化预计持续。当前原奶价格处于周期底部,2026年1月30日,行业原奶价格3.04元/公斤,周环比持平。原奶亏损预计推动产能去化持续。随着产能去化传导至供给收缩,2026年原奶价格有望企稳回升。

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