大和发表报告指出，蒙牛(02319.HK) 股价年初至今已累升16%，表现优于大部分内地消费股。该行对蒙牛2026至2028年每股盈测上调2%至5%，主要考虑到销量复苏趋势优于预期。大和认为，原奶价格走势是市场关注焦点。尽管过去三年上游牧场持续减少牛群规模，但主要是淘汰低产奶牛，该行估计乳牛占比将由2024年的50%升至2026年的55%，因此预期2026年第三季原奶价格将维持在每公斤3至3.1元...
Source Link大和发表报告指出，蒙牛(02319.HK) 股价年初至今已累升16%，表现优于大部分内地消费股。该行对蒙牛2026至2028年每股盈测上调2%至5%，主要考虑到销量复苏趋势优于预期。大和认为，原奶价格走势是市场关注焦点。尽管过去三年上游牧场持续减少牛群规模，但主要是淘汰低产奶牛，该行估计乳牛占比将由2024年的50%升至2026年的55%，因此预期2026年第三季原奶价格将维持在每公斤3至3.1元...
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