港股异动 | 优然牧业(09858)早盘涨超5% 原奶行业供需缺口有望加速收敛公司受益原奶周期反转

智通财经2025-04-30

智通财经APP获悉，优然牧业(09858)早盘涨超5%，截至发稿，涨4.39%，报2.38港元，成交额2134.57万港元。国泰海通发布研报称，近期多地推出生育补贴细则，部分乳企自发提出生育补贴计划，有望推动奶粉、液奶等品类景气度修复，加速原奶行业供需缺口收敛过程。考虑乳制品行业处在供给、需求、库存三重底，存栏去化是本轮周期供需缺口收敛的重要驱动力，内需及生育相关政策催化下景气有望更快改善、将加快...

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港股异动 | 优然牧业(09858)早盘涨超5% 原奶行业供需缺口有望加速收敛 公司受益原奶周期反转

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港股异动 | 优然牧业(09858)早盘涨超5% 原奶行业供需缺口有望加速收敛公司受益原奶周期反转