智通财经APP获悉，现代牧业(09858)盘中涨超8%，截至发稿，涨5.68%，报3.35港元，成交额1.23亿港元。
消息面上，参考农业农村部统计，截至4月30日，国内主产区原奶均价为3.02元/kg，周度环比+0.3%，同比-2%。现有原奶价格下，行业普遍都处于现金亏损状态，后续叠加肉价上涨刺激淘汰，产能预计还会加速去化。
华西证券发布研报称，展望今年奶价，该行认为供给端出清将持续，需求端有望逐步恢复，奶价周期即将步入反转。中期来看，由于供给端产能去化后短期难以回补，未来2-3年或将维持紧平衡状态。公司作为行业龙头企业，有望在本轮行业调整中受益，未来周期反转将释放较大弹性。
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