异动解读｜蒙牛乳业盘中上涨3.08%，原奶周期拐点信号强化叠加机构增持提振

行情直击07-14

7月14日，蒙牛乳业盘中上涨3.08%，报17.42港元，成交额1.19亿港元。

消息面上，近期原奶周期反转信号持续增强。华泰证券研报指出，上游产能去化方向明确，Q3供需错配或推动奶价企稳回升，行业正进入周期反转窗口。全国生鲜乳现货价已回升至3.04元/公斤，散奶价格涨幅更为显著。此外，Schroders PLC于7月7日增持蒙牛1785万股，持股比例升至5.43%，跨越举牌线释放看多信号。公司亦持续推进回购计划，7月13日再回购10万股，自6月5日授权以来累计回购284.1万股，彰显管理层对公司价值的信心。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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