异动解读｜蒙牛乳业盘中上涨3.34%，连续回购叠加多家大行看好原奶周期拐点

行情直击05-28 09:33

5月28日，蒙牛乳业盘中上涨3.34%，报17.04港元/股，成交额2185.86万港元。

消息面上，公司近期持续进行股份回购，5月27日斥资约989.21万港元回购60万股，5月26日斥资500.24万港元回购30万股，5月22日斥资755.48万港元回购45万股，回购节奏明显加快。同时，里昂维持蒙牛"高确信跑赢大市"评级，预期下半年原奶价格将迎来反弹；招商证券国际亦将蒙牛上调至"增持"评级，认为中国乳制品原奶周期迎来关键拐点，预计将开启跨年估值重估周期。密集回购彰显管理层信心，叠加行业基本面改善预期，共同提振市场情绪。

（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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