智通财经APP获悉，优然牧业(09858)涨超8%，截至发稿，涨7.87%，报3.29港元，成交额1.53亿港元。
消息面上，东海证券近日指出，截至6月5日，淘汰母牛价格22.75元/公斤，同比+17.9%，环比持平，牛肉价格66.76元/公斤，同比+3.6%，环比持平，肉牛周期向上趋势明确。根据荷斯坦数据，南非1型口蹄疫疫情导致部分原奶流动受阻、疫苗注射后牧场部分减产，5月第一周全国散奶价格上涨。随着消费者健康意识的不断增强，低温乳制品以及深加工产品释放增长空间。牧场产能持续收缩，2026年原奶供需有望逐步平衡，静待周期拐点。
开源证券认为，公司多元化布局成效凸显，肉牛业务高速增长，打开长期成长空间。深耕奶牛养殖主业的同时，肉牛业务成为核心增量，2026年肉牛饲料销量预计快速增长，自有肉牛养殖有望快速放量。公司依托30余万头成母牛资源，繁育端产能储备充足，且肉牛与奶牛饲料共用设备，无需额外大额投入。未来有望形成奶牛、肉牛双轮驱动格局，有效对冲单一业务周期波动，长期增长动能强劲。
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