金吾财讯 | 乳制品板块走高，现代牧业（01117）涨6.03%，H&H国际控股（01112）涨2.14%，中国旺旺（00151）涨1.38%，蒙牛乳业（02319）涨0.95%，中国飞鹤（06186）涨0.46%。中泰证券表示，2025年中国乳制品大盘整体承压，功能性乳品赛道逆势突围，成为行业最大亮点。该机构指，功能性乳品核心成分主要有A2β-酪蛋白、益生菌、乳铁蛋白、有机成分四类。随着乳企技术不断迭代成熟，高蛋白、无乳糖等功能化新品涌现，复合功能产品也愈加丰富，功能性乳品有望持续保持高于大盘的增速。对于能够开拓场景、扩展触达人群、以品质驱动复购的乳企或将受益。
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