现代牧业(01117)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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01117 现代牧业

休市中 05-15 16:09:05

1.250

+0.000

0.00%

最高1.300	最低1.240	成交量3,040万
今开1.250	昨收1.250	日振幅4.80%
总市值98.95亿	流通市值98.95亿	总股本79.16亿
成交额3,863万	换手率0.38%	流通股本79.16亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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现代牧业(09858)现涨超6% 奶牛去化有望加速 机构指奶价周期即将步入反转","url":"https://stock-news.laohu8.com/highlight/detail?id=2635796130","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635796130?lang=zh_cn&edition=full","pubTime":"2026-05-14 15:07","pubTimestamp":1778742445,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，现代牧业(09858)盘中涨超8%，截至发稿，涨5.68%，报3.35港元，成交额1.23亿港元。消息面上，参考农业农村部统计，截至4月30日，国内主产区原奶均价为3.02元/kg，周度环比+0.3%，同比-2%。现有原奶价格下，行业普遍都处于现金亏损状态，后续叠加肉价上涨刺激淘汰，产能预计还会加速去化。华西证券发布研报称，展望今年奶价，该行认为供给端出清将持续，需求端有望逐步恢复，奶价周期即将步入反转。中期来看，由于供给端产能去化后短期难以回补，未来2-3年或将维持紧平衡状态。公司作为行业龙头企业，有望在本轮行业调整中受益，未来周期反转将释放较大弹性。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441655.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","09858","VXUS","BK1212","BK1587","BK4585","SG9999014674.SGD","01117","BK1237","BK1553"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634126389","title":"原奶价格处淡季 优然牧业(09858)续跌7.76%领跌牧业股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634126389","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634126389?lang=zh_cn&edition=full","pubTime":"2026-05-12 11:33","pubTimestamp":1778556795,"startTime":"0","endTime":"0","summary":"金吾财讯 | 优然牧业 连跌两日，最新报3.33港元，跌幅7.76%，成交额1.49亿港元。此外，现代牧业跌5.93%，中国圣牧跌1.47%，澳优跌1.27%。申银万国证券表示，肉牛价格继续保持强势，原奶价格淡季保持平稳，看好26H2开启反弹周期。据农业农村部，4月30日主产区生鲜乳均价3.02元/kg，周环比持平，原奶淡季价格好于此前预期，淡季不淡的趋势或印证供需两端的边际改善，该机构仍看好2026年下半年原奶价格的逐步回升。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981139","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117","BK1237","01717","BK1597","BK1500","BK1587","01432","SG9999014674.SGD","BK1553","BK1212","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634625478","title":"【券商聚焦】华泰证券：白酒深度调整，大众品开门红兑现","url":"https://stock-news.laohu8.com/highlight/detail?id=2634625478","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634625478?lang=zh_cn&edition=full","pubTime":"2026-05-12 09:13","pubTimestamp":1778548423,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，白酒板块经过25年压力深度释放后蓄势触底，26Q1板块营收/利润增速降幅环比大幅收窄。速冻食品板块呈现筑底反弹，25/26旺季需求旺盛，行业竞争同比明显趋缓，26Q1扣非归母净利率同比提升；乳制品春节期间开门红表现较好，看好供给端持续出清&需求弱复苏背景下奶价企稳；饮料25年部分品类受外卖价格战冲击，成本红利与竞争压力对冲后盈利基本平稳；啤酒因25年受政策/天气影响、量价承压，看好旺季低基数修复；调味品25年基本面企稳，看好龙头提份额以及改革成果兑现；休闲食品25年因龙头主动调整及春节错期承压，26Q1旺季受益实现开门红。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981114","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1781817850.SGD","LU0228367735.SGD","00291","IE00B031J352.USD","LU0359202008.SGD","LU2045819591.USD","LU0359201612.USD","LU1580142542.USD","BK1500","IE0009570106.USD","BK1237","02319","BK1553","LU1051768304.USD","LU0871576103.HKD","LU1769817096.USD","LU0173614495.USD","IE0008368742.USD","HK0000306685.HKD","LU0211977185.USD","LU0315179316.USD","LU1515016050.SGD","01117","LU1328615791.USD","LU1064130708.USD","601688","BK1604","LU0543330483.HKD","LU0650527681.SGD","CRHKY","BK0276","LU1064131003.USD","06979","06186","BK1180","LU0287142896.SGD","BK1521","LU1794554557.SGD","HK0000306701.USD","LU0702159343.USD","LU1115378108.SGD","BK1589","LU0128522157.USD","LU2125910500.SGD","LU0702159699.USD","LU0348788117.USD","LU0385154629.USD","LU0651946864.USD","80291","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633488821","title":"港股异动 | 中国圣牧(01432)涨超6% 现代牧业要约收购事项获反垄断批准","url":"https://stock-news.laohu8.com/highlight/detail?id=2633488821","media":"智通财经","labels":["policyRegulatory","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633488821?lang=zh_cn&edition=full","pubTime":"2026-05-08 11:05","pubTimestamp":1778209518,"startTime":"0","endTime":"0","summary":"消息面上，5月7日晚，现代牧业及中国圣牧联合公布，有关现代牧业提出可能强制有条件现金要约以收购中国圣牧全部股份，其中一项先决条件已达成。去年10月30日，现代牧业宣布斥3752万港元增持中国圣牧1.28%股权，而蒙牛奶业把所持中国圣牧24.9%股权的表决权授予现代牧业，现代牧业按例向中国圣牧提出可能强制有条件现金要约，每股要约价0.35港元，比前一日收报0.305港元溢价14.75%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1439403.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","SG9999014674.SGD","BK4588","VXUS","BK1212","BK1553","01432","01117","BK1500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160100914","title":"现代牧业收购中国圣牧获反垄断批准 购股协议先决条件达成","url":"https://stock-news.laohu8.com/highlight/detail?id=1160100914","media":"公告速递","labels":["merge","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1160100914?lang=zh_cn&edition=full","pubTime":"2026-05-07 19:21","pubTimestamp":1778152907,"startTime":"0","endTime":"0","summary":"中国现代牧业控股有限公司与中国圣牧有机奶业有限公司5月7日联合公告称，现代牧业就收购中国圣牧股份相关交易已取得国家市场监督管理总局的反垄断批准，购股协议项下关键先决条件已达成。由于购股协议完成仍需其他先决条件达成或豁免，交易存在不确定性。现代牧业及中国圣牧股东及潜在投资者在买卖两家公司股份时应审慎行事，如有疑问可咨询专业顾问。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"现代牧业收购中国圣牧获反垄断批准 购股协议先决条件达成","news_tag":"merge,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1140050456","title":"现代牧业2026年4月股份变动月报：股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1140050456","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1140050456?lang=zh_cn&edition=full","pubTime":"2026-05-04 16:46","pubTimestamp":1777884385,"startTime":"0","endTime":"0","summary":"2026年5月4日，中国现代牧业控股有限公司发布2026年4月股份变动月报。根据公告内容，截至2026年4月30日，公司注册股本及已发行股本保持不变，维持相对稳定。至本月底，现代牧业确认其公众持股量符合香港联合交易所相关法规的要求。此外，现代牧业与中国农垦产业发展基金于2024年2月1日签署购股权协议，并于2024年6月12日获股东大会通过。若该购股权按每股2.06港元的行使价全部行使，本公司预计可额外发行332,563,154股新股。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632628159","title":"乳企业绩分化背后的价格战","url":"https://stock-news.laohu8.com/highlight/detail?id=2632628159","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632628159?lang=zh_cn&edition=full","pubTime":"2026-05-02 03:58","pubTimestamp":1777665488,"startTime":"0","endTime":"0","summary":"“原价83.7元一箱，现价63元。”在成都一家超市里，优赐圣牧有机奶（200ml×16盒）的促销力度很大。同样的规格，有超市售价最低为55.9元/箱。目前，在商超促销的不只圣牧有机奶，还有多个品牌。与此同时，下降的还有乳企的业绩。根据《中国经营报》记者不完全统计，截至4月30日，已经发布2025年业绩的上市乳企中，净利润亏损的企业为7家。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605023727498535.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0012","IE00BYV24P56.USD","IE00BZ08YR35.GBP","LU0890818403.SGD","LU1781817850.SGD","BK0015","LU1969619763.USD","01117","IE0005HP3H50.USD","01432","BK0188","LU1655091616.SGD","IE00BZ08YT58.USD","BK1553","IE00B5MMRT66.SGD","BK0187","SG9999014674.SGD","LU0862451753.SGD","LU1064131003.USD","IE00BMCWC346.EUR","LU1580142542.USD","BK0183","LU1820825898.SGD","IE00BGHQDM52.EUR","SG9999002828.SGD","BK0196","BK0048","IE00B543WZ88.USD","LU0821914370.USD","BK1500","LU1146622755.USD","LU0405327494.USD","BK0070","BK0226","LU1064130708.USD","LU2328871848.SGD","BK0086","LU0405327148.USD","IE00BZ08YS42.EUR","IE00BVYPNQ40.USD","LU1328615791.USD","BK1212","IE00BVYPNP33.GBP","LU1048596156.SGD","600887","LU2148510915.USD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631751249","title":"现代牧业(01117)：现代牧业(集团)一季度营业收入34.52亿元 同比增长11.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631751249","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631751249?lang=zh_cn&edition=full","pubTime":"2026-04-29 21:13","pubTimestamp":1777468430,"startTime":"0","endTime":"0","summary":"智通财经APP讯，现代牧业(01117)发布公告，公司非全资附属公司现代牧业(集团)有限公司于2026年第一季度取得营业收入34.52亿元，同比增长11.68%;归属于母公司所有者的净亏损1361.71万元，同比收窄84.48%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1436585.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196953736","title":"现代牧业2025年度经营综述：收入126.01亿元，亏损收窄聚焦原料奶业务升级","url":"https://stock-news.laohu8.com/highlight/detail?id=1196953736","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1196953736?lang=zh_cn&edition=full","pubTime":"2026-04-23 19:28","pubTimestamp":1776943683,"startTime":"0","endTime":"0","summary":"2025年度，现代牧业实现收入126.01亿元人民币，较2024年的132.54亿元下降4.9%，但亏损规模由14.69亿元收窄至12.04亿元。公司强调通过强化成本管控、提升生产效率和优化业务结构，整体经营环境有所改善。报告期内收入为126.01亿元，原料奶业务贡献占比上升至83.1%。单位公斤奶销售成本降至2.32元人民币，其中饲料成本1.77元，其他成本0.55元。经营活动产生的净现金25.024亿元，同比增长4.1%。2025年资本开支24.42亿元，较上年下降29.3%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"现代牧业2025年度经营综述：收入126.01亿元，亏损收窄聚焦原料奶业务升级","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151096340","title":"现代牧业授予董事股份购回授权，规模达已发行股本一成","url":"https://stock-news.laohu8.com/highlight/detail?id=1151096340","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151096340?lang=zh_cn&edition=full","pubTime":"2026-04-23 19:26","pubTimestamp":1776943585,"startTime":"0","endTime":"0","summary":"中国现代牧业控股有限公司宣布，董事会已提请股东批准购回不超过公司已发行股本总数10%的股份。据公告披露，现代牧业目前已发行股份约为7,915,662,048股，若该议案在股东大会上通过，最高购回规模可达约7.92亿股。现代牧业指出，购回所需资金将来自公司在开曼群岛法律及香港上市规则下可合法动用的资金。根据公告，现代牧业股票在2025年至2026年期间于香港市场的交易区间介乎港币0.99元至1.64元，公司认为购回股份的定价将综合考虑市场行情及资金情况。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"现代牧业授予董事股份购回授权，规模达已发行股本一成","news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1107123737","title":"现代牧业就收购中国圣牧进展发布月度更新：反垄断审批正协商 部分先决条件已满足","url":"https://stock-news.laohu8.com/highlight/detail?id=1107123737","media":"公告速递","labels":["merge","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1107123737?lang=zh_cn&edition=full","pubTime":"2026-04-20 21:51","pubTimestamp":1776693114,"startTime":"0","endTime":"0","summary":"中国现代牧业控股有限公司与中国圣牧有机奶业有限公司联合发布公告，就现代牧业拟通过中信里昂证券提出的可能强制有条件现金要约收购中国圣牧全部已发行股份的进展进行月度更新。公告显示，该要约须待购股协议完成后方可提出，而购股协议完成需满足多项先决条件。现代牧业与中国圣牧提醒股东及潜在投资者，买卖双方股份时应审慎行事，如有疑问可咨询专业顾问。双方将根据上市规则及收购守则适时披露要约的进一步进展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"现代牧业就收购中国圣牧进展发布月度更新：反垄断审批正协商 部分先决条件已满足","news_tag":"merge,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168276117","title":"现代牧业发布公告：CLSA代表公司对中国圣牧发起强制性现金要约收购","url":"https://stock-news.laohu8.com/highlight/detail?id=1168276117","media":"美股速递","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1168276117?lang=zh_cn&edition=full","pubTime":"2026-04-20 21:49","pubTimestamp":1776692961,"startTime":"0","endTime":"0","summary":"现代牧业（股票代码：01117）发布最新公告，确认由CLSA代表该公司对中国圣牧有机奶业发起强制性现金要约收购。此次收购将以现金形式进行，符合相关证券法规的要求。\n公告显示，该要约收购程序已正式启动，CLSA作为现代牧业的指定财务顾问，将全权负责此次收购事宜的具体执行。根据香港交易所的上市规则，当投资者持有上市公司股份达到一定比例时，需向剩余股东发起强制性全面要约。\n此次收购若顺利完成，将进一步加强现代牧业在有机奶制品领域的市场布局，优化其产业链结构。市场分析人士指出，这一战略举措有望提升现代牧业在乳制品行业的综合竞争力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999014674.SGD","BK1212","BK1553","01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627288955","title":"原奶上市公司集体减亏 深度调整进入最后一年","url":"https://stock-news.laohu8.com/highlight/detail?id=2627288955","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627288955?lang=zh_cn&edition=full","pubTime":"2026-04-15 17:41","pubTimestamp":1776246083,"startTime":"0","endTime":"0","summary":"【原奶上市公司集体减亏 深度调整进入最后一年】经历了连续3年的深度调整后，原奶产业终于看到了复苏的曙光。第一财经记者注意到，2025年包括现代牧业（01117.HK）、优然牧业（09858.HK）在内的多家原奶上市公司业绩集体减亏。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604153706035712.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604153706035712.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02425","01117","BK1587","BK1553","BK1237","BK1212","SG9999014674.SGD","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627405909","title":"海通国际：乳制品周期出清见底 四底共振迎反转","url":"https://stock-news.laohu8.com/highlight/detail?id=2627405909","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627405909?lang=zh_cn&edition=full","pubTime":"2026-04-15 14:30","pubTimestamp":1776234621,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海通国际发布研报称，25年乳制品行业深蹲出清，26年迎周期反转、盈利修复、估值回归，五大逻辑共振下乳制品成为必选消费优质赛道。下游乳企盈利承压，龙头韧性凸显，伊利前三季度扣非净利润增19%，蒙牛盈利修复，新乳业营收增5%、净利润增36%，光明受海外子公司拖累亏损。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1428718.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["600887","LU0588546209.SGD","IE0005HP3H50.USD","LU0359201612.USD","LU1769817179.HKD","LU0106959298.USD","BK1589","01117","LU1781817850.SGD","IE0008369823.USD","BK0086","LU1769817096.USD","09858","SG9999002828.SGD","IE00B97KM107.HKD","LU0672654166.SGD","LU1102505929.USD","LU2148510915.USD","LU1580142542.USD","LU0359202008.SGD","LU0326950275.SGD","SG9999011746.SGD","BK0226","HK0000320223.HKD","LU0405327148.USD","LU1820825898.SGD","IE00BMCWC346.EUR","BK1521","IE00B29SXG58.USD","IE00BZ08YS42.EUR","LU0315179316.USD","LU0823426480.USD","BK0070","IE0009570106.USD","LU0048580855.USD","IE0008368742.USD","LU0251143458.SGD","IE00B067MR52.USD","LU0287142896.SGD","HK0000306701.USD","LU0405327494.USD","BK1553","LU0228659784.USD","02319","SG9999014674.SGD","IE00BVYPNP33.GBP","LU0737861699.HKD","LU1515016050.SGD","LU1655091616.SGD","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627581488","title":"海通国际：维持现代牧业(01117)“优于大市”评级 上调目标价至1.8港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2627581488","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627581488?lang=zh_cn&edition=full","pubTime":"2026-04-13 09:44","pubTimestamp":1776044698,"startTime":"0","endTime":"0","summary":"该行认为公司作为原奶行业龙头，周期筑底，叠加奶肉双周期共振，减值压力大幅缓解、现金流充沛，维持“优于大市”评级。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20260413/20260413095119_21964.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260413/20260413095119_21964.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1427555.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["EWH","01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624018155","title":"智通港股解盘 | 又玩套路油气重新抬头 新能源汽车比拼销量","url":"https://stock-news.laohu8.com/highlight/detail?id=2624018155","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624018155?lang=zh_cn&edition=full","pubTime":"2026-04-02 20:44","pubTimestamp":1775133856,"startTime":"0","endTime":"0","summary":"美军对伊朗核设施打击取得“巨大成功”，对美国和其他国家来说，成功减少核威胁。至此，奇瑞已连续 11 个月单月出口突破 10 万辆。虽然整体增速放缓，但极氪表现亮眼，3 月交付 29318 辆，同比增长 90%。奶牛感染后会导致高烧应激等反应，产奶量大幅下降。口蹄疫病毒或将未来牛肉供应缺口进一步放大，并推动原奶供应的下滑。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1424804.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01585","BK1587","BK1502","LU1039395188.USD","159195","01117","LU2238339852.HKD","LU0823437842.USD","LU2298064838.USD","BK1111","BK4588","LU1939255532.USD","BK1509","BK1212","VXUS","09858","BK4585","IE00B29SXG58.USD","BK1589","LU2506952253.HKD","SG9999014674.SGD","BK1237","BK1553"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624752437","title":"乳制品板块普升 优然牧业(09858)领涨10.05% 华源证券预料原奶价格拐点将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2624752437","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624752437?lang=zh_cn&edition=full","pubTime":"2026-04-02 11:29","pubTimestamp":1775100558,"startTime":"0","endTime":"0","summary":"金吾财讯 | 乳制品板块早间涨幅良好，优然牧业 领涨10.05%，现代牧业涨7.80%，中国圣牧涨1.47%，中国飞鹤涨0.29%。华源证券指出，伴随上游牧业公司持续的亏损出清，近年来供给侧亦在持续收缩，2025年下半年奶价基本平稳，预计后续供给侧收缩趋势不改，原奶价格拐点预计将于2026年到来，届时或将大幅提振上游牧业公司业绩表现。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978130","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1597","BK1237","SG9999014674.SGD","BK1553","BK1212","161027","BK1500","BK1587","06186","BK1589","01117","01432","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624529441","title":"港股异动 | 现代牧业(01117)早盘拉升逾10% 全年营收超126亿元 机构指公司未来两年业绩弹性显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2624529441","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624529441?lang=zh_cn&edition=full","pubTime":"2026-04-02 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