【券商聚焦】华泰研究维持优然牧业(9858 HK)“买入”评级 指奶肉双周期共振将释放盈利弹性

金吾财讯
Feb 11

(原标题:【券商聚焦】华泰研究维持优然牧业(9858 HK)“买入”评级 指奶肉双周期共振将释放盈利弹性)金吾财讯|华泰研究发布研报指,优然牧业(9858 HK)作为乳业上游龙头,预计其周期演绎节奏清晰且逐渐向好。报告预计25年处于行业周期底部,牛肉价格触底反弹、原奶价格仍处蛰伏,下半年生物资产公允价值变动产生的亏损环比收敛,或带动报表表观利润同比转正;26年或步入周期复苏上行阶段,奶肉共振正式...

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