异动解读｜蒙牛乳业盘中上涨3.07%，Schroders连续增持叠加原奶周期拐点信号强化

行情直击07-15

7月15日，蒙牛乳业盘中上涨3.07%，报17.78港元，成交额3.31亿港元。

消息面上，Schroders PLC于7月10日再度增持蒙牛1813.7万股，每股作价约17.38港元，耗资约3.15亿港元，此前7月7日已增持1785万股，持股比例升至5.43%跨越举牌线，连续大手笔增持释放强烈看多信号。行业层面，全国生鲜乳现货价已回升至3.04元/公斤，华创证券指出1-5月乳制品累计产量同比增长7.0%，供给端奶牛存栏延续收缩，供需格局改善确定性增强。此外，公司持续推进回购计划，自6月5日授权以来累计回购284.1万股，彰显管理层信心。

（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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