异动解读｜优然牧业盘中上涨5.2%，奶肉双周期共振驱动扭亏预期强化

行情直击08-14

8月14日，优然牧业盘中上涨5.2%，报4.045港元，成交额5270.63万港元。

消息面上，公司此前发布正面盈利预告，预计上半年归母净利润约7.39亿元至9.03亿元，较去年同期亏损2.97亿元实现大幅扭亏。华泰证券研报指出，公司核心业务经营持续改善，淘汰母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，公允价值损失有望持续收窄，下半年利润弹性有望进一步释放。此外，公司近日完成注册资本增资约10%，并推进与赛科星的内部资产置换以消除业务重叠、优化资源配置。行业层面，7月国内生鲜乳价格同比近五年首次转正，供需格局趋于平衡，上游牧场盈利修复确定性增强。

（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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