大行评级丨里昂:原奶价格进入上行周期,维持蒙牛乳业“高度确信跑赢大市”评级

格隆汇
5 hours ago
里昂发表报告指,内地上游奶牛存栏淘汰仍在持续,下游龙头企业继续抢占市场份额。该行预期原奶价格将逐步回升至每公斤3.3元至3.4元,足以覆盖总生产成本,而目前行业层面仅能覆盖现金成本。该行维持蒙牛乳业“高度确信跑赢大市”评级,目标价22.9港元,以及现代牧业及伊利“跑赢大市”评级,目标价分别2港元及35元。该行预期,厄尔尼诺对上游企业的影响大致可控,并看好现代牧业等龙头企业,因其具备良好采购及技术能力以缓解影响。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10