《大行》里昂:蒙牛(02319.HK)上周五跌逾6%受液态奶销售下跌消息影响 投资者反应过度

阿斯达克财经
Jun 08

里昂发表报告指,蒙牛(02319.HK) 股价于上周五(6月5日)下跌超过6%,似乎主要源于券商渠道调研显示其5月液态奶销售量按年下降低单位数。该信息目前尚未得到验证,但即使确认,该行认为短期波动可能受去年高基数影响。去年因基础款特仑苏(Deluxe)出厂价下调,以及2026年端午节较晚,令到基数较高。该行认为,今次是投资者过度反应。中期来看,有多项因素显示液态奶需求正在改善,包括外采原奶价格上涨...

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