蒙牛乳业ADR(CIADY)_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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CIADY 蒙牛乳业ADR

盘前交易 02-12 16:00:00 EST 延时

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| 乳制品周期展望：26年原奶价格有望迎来回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2606677587","media":"东兴证券研究所","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606677587?lang=zh_cn&edition=full","pubTime":"2026-01-28 07:02","pubTimestamp":1769554961,"startTime":"0","endTime":"0","summary":"而本次周期从2019年奶价开始上升，2021年奶价开始调整至今，已经历经了7年，其中奶价下降了5年的时间。2024年国内奶牛存栏量降至630万头，同比下降4.55%，结束连续五年增长趋势；原料奶产量4079万吨，同比下降2.8%。25年牛肉价格回升，推动牧场存栏进一步去化。近年来进口乳制品数量大幅减少。推测原奶及乳制品供给保持稳定略收缩。我们预计26年原奶价格能够有所回升。中期来看，原奶价格进入趋势性向上的上升周期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128070541953e9c74&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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11:37","pubTimestamp":1765510620,"startTime":"0","endTime":"0","summary":"随着低温酸奶、奶酪等乳制品吸引力持续扩大，过去5年国内奶酪消费增长120%，现制茶饮等行业发展也带动相关乳制品需求。随着健康消费意识增强，高蛋白、低脂等功能性乳制品将成为新增长点。天眼查专业版数据显示，截至目前我国现存在业、存续状态的乳制品相关企业超196.1万家。从区域分布来看，湖南省、广东省、山东省乳制品相关企业数量位居前列，分别拥有超18.1万余家、14.8万余家和13.4万余家。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251212114014a443d266&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:30","pubTimestamp":1760686237,"startTime":"0","endTime":"0","summary":"10月16日晚间，上市公司养元饮品发布公告称，公司以自有资金向芜湖闻名泉泓投资管理合伙企业增资10亿元，增资完成后，该基金总规模由30亿元增至40亿元。同年，私有化后的养元饮品创立了“六个核桃”品牌，并借助衡水老白干的销售渠道铺货，迅速打开市场，仅用一年时间就实现了3000万元的销售额。其中，养元饮品作为LP认缴出资29.97亿元，闻名基金出资300万元并担任GP。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251017153600a464b3ff&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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