金吾财讯 | 港股奶制品股普升，截至发稿，H&H国际控股(01112)涨5.27%，原生态牧业(01431)涨4.80%，现代牧业(01117)涨3.03%，中国旺旺(00151)涨2.53%，中国飞鹤(06186)涨1.39%，蒙牛乳业(02319)涨1.03%。消息面上，广发证券研究指，据wind数据，6月国内主产区生鲜乳价格为3.03元/公斤，同比下跌0.3%，环比上涨0.3%。6月散奶价格继续上行，近期散奶淡季涨价、下游乳企业喷粉停止等均说明原奶整体供需趋于平衡，行业已经逐步进入涨价周期。随着前期产能去化、牛群结构老龄化的影响在未来显现，供给或面临实际缺口。此外，下游乳制品深加工有望提供新的需求增量，从需求端支撑奶价。原奶价格拐点将至，即将开启周期上行。
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