智通财经APP获悉，优然牧业(09858)早盘涨近5%，截至发稿，涨4.55%，报4.02港元，成交额2090.37万港元。
消息面上，优然牧业预期上半年归母净利润约7.39亿元至约9.03亿元，同比大幅扭亏。主要得益于原奶价格降幅收窄、淘牛价格持续上涨、奶牛单产提升及饲料成本下降的背景下，上半年生物资产公允价值变动损失同比显著收窄；原料奶业务受益于销量增长及饲料成本下行，反刍动物养殖系统化解决方案业务通过产品迭代与结构优化，共同推动上半年毛利额同比提升。
华泰证券发布研报称，综合来看，公司核心业务经营表现持续改善，淘牛价格上涨带来更好的淘牛收益，“奶+肉”双周期步入上行通道、有望共同驱动公司公允价值损失持续收窄，双周期共振下公司利润弹性有望在下半年进一步释放。
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