优然牧业早盘涨逾5% 原奶行业供需缺口有望加速收敛

新浪港股2025-04-30

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　优然牧业（09858）早盘涨超5%，截至发稿，股价上涨4.83%，现报2.39港元，成交额2195.05万港元。　　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...

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