小摩：中国乳业关注度和交易活动有所增加伊利复苏路径清晰

智通财经2025-05-03

智通财经APP获悉，摩根大通的交易部门近期注意到，中国乳业的关注度和交易活动有所增加。摩根大通表示，受到政府对婴儿奶粉政策的影响，且该行业具有较强的国内属性，从年初开始，该行业逐渐受到更多关注。摩根大通指出，尽管 2024 年业绩表现不佳在意料之中，但伊利（600887 .SH）2025 年业绩指引令人安心。该行分析师上调了对伊利 2025 年销售额 / 报告收益 / 经常性收益的预期，预计同比...

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小摩：中国乳业关注度和交易活动有所增加 伊利复苏路径清晰

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小摩：中国乳业关注度和交易活动有所增加伊利复苏路径清晰