金吾财讯 | 奶制品股多股走强，截至发稿，现代牧业(01117)涨6.30%，原生态牧业(01431)涨3.00%，中国飞鹤(06186)涨1.89%。浙商证券研究称，继续推荐乳制品&强a标的。上周食饮板块中乳品表现居前，现代牧业/优然牧业涨幅居前(+11.40%/+11.11%)，乳制品/牧业均涨幅仍居前，或主因资金切换+奶业供需格局优化，其中6月存栏去化维持较快水平，生鲜乳产量同比增幅放缓。另外，部分低位强a标的估值稳步修复中。Q2大众品重仓比环比/同比-0.40pct/-1.07pct至0.50%，机构认为板块价值仍被低估(本周青岛啤酒仍在增持)，看好“赛道β-强a-H2有望加速”三大主线。申万宏源研究亦指，乳业26年供需格局有望进一步优化，低温奶和深加工产品具备结构性增长空间，上游牧业供需关系进一步优化，奶价有望在下半年迎来上行周期。
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