港股异动 | 优然牧业(09858)涨超7% 机构看好未来原奶、肉牛周期共振上行

智通财经2025-07-16

智通财经APP获悉，优然牧业(09858)涨超7%，截至发稿，涨7.2%，报3.72港元，成交额7651.74万港元。华泰证券表示，中国奶业周期正处于奶价低迷带动上游养殖业持续去产能、下游乳品企业静待需求复苏的基本面左侧，预计在原奶产量下降及乳制品终端需求温和改善的供需关系重塑下，乳制品行业有望在26年重回供需平衡，届时原奶价格上涨将对以优然牧业为代表的上游牧业企业的利润和股价形成直接催化。据中国...

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