《大行》里昂:蒙牛(02319.HK)去年销售额与经调整纯利基本符合预期

阿斯达克财经
Mar 09

里昂发表报告指,蒙牛(02319.HK) 去年销售额与经调整纯利基本符合投资者预期,但该行注意到市场似乎更关注其2026年的销售表现及低基数反弹的可能性。若生鲜乳价格趋稳、液态奶需求回升且CPI转向,该行认为蒙牛的盈利复苏幅度将好过同业。评级“高度确信跑赢大市”,目标价21.1元。另外,该行近期透过华中地区经销商进行的渠道调查显示,蒙牛2026年1-2月常温液态奶的出货/实销较去年同期分别增长约中...

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