金吾时讯 | 优然牧业(09858)上午持续走高，涨超8%，截至发稿，涨幅8.04%，报每股4.3港元，成交额1.29亿港元。消息面上，优然牧业发布年度业绩，全年实现营业收入206.54亿元（人民币，下同），同比增长2.8%。净亏损4.32亿人民币元，亏损同比收窄37.4%。国泰海通证券指出，受益于供给端后备牛补栏断档与进口端影响减弱，以及需求端初深加工产能持续释放，2026年奶价上行确定性较强。伴随着肉奶周期反转，优然牧业盈利弹性有望逐步释放。该行预计，优然牧业2026-28年营收分别为218.79、239.05、256.31亿元，同比增长5.9%、9.3%、7.2%，归母净利润为10.33、28.16、42.69亿元；EPS分别为0.25、0.67、1.02元/股，维持“增持”评级。
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