异动解读｜优然牧业盘中上涨5.18%，中报扭亏为盈叠加乳业上游复苏预期升温

行情直击09-01

9月1日，优然牧业盘中上涨5.18%，报4.265港元，成交额1345.93万港元。

消息面上，公司近日披露中期业绩，上半年实现营收106.27亿元，同比增长3.3%；归属于公司拥有人净利润8.06亿元，较上年同期亏损2.97亿元大幅扭亏。业绩改善主要受益于原料奶销量同比增长6.6%、饲料成本下降4.7%、成母牛单产提升，以及生物资产公允价值变动亏损由22.33亿元收窄至13.16亿元。此外，伊利股份已完成对公司约11.73亿港元的增持认购，持股比例升至36.07%，"源头锁奶"战略深化。多家券商指出，原奶供需格局已现实质性拐点，叠加肉牛价格同比上涨超30%，"奶+肉"双周期共振下公司利润弹性有望在下半年进一步释放。

（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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