乳业股走强,现代牧业、优然牧业大涨8%,原奶周期拐点临近

格隆汇
Jul 21

7月21日,港股乳业股今日走强,现代牧业优然牧业双双大涨8%,领涨板块,蒙牛乳业涨近2%,澳优涨1.6%,中国飞鹤、蒙牛乳业涨1%。

消息上,原奶价格已处于十年低位,产能去化接近尾声,机构预计2026年下半年原奶有望迎来供需平衡,奶价企稳回升。26Q3季节性因素(热应激减产+双节备货)有望推动奶价上行。一线乳企与二三线差距拉大,伊利、蒙牛双寡头格局进一步固化。券商研报持续推荐现代牧业、优然牧业等上下游标的。

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