港股异动 | 乳业股延续近期强势表现中国圣牧(01432)再涨超10% 优然牧业(09858)涨近6%

智通财经2025-08-13

智通财经APP获悉，乳业股延续近期强势表现，截至发稿，中国圣牧(01432)涨9.09%，报0.48港元；优然牧业(09858)涨3.53%，报4.4港元；蒙牛乳业(02319)涨1.46%，报16.67港元；澳优(01717)涨1.19%，报2.55港元。消息面上，7月28日，《育儿补贴制度实施方案》出台，方案为2025年1月1日起，对符合法律法规规定生育的3周岁以下婴幼儿发放每孩每年3600元...

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华隐
2025-08-28
华隐
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15:05","market":"us","language":"zh","title":"港股异动 | 乳业股延续近期强势表现 中国圣牧(01432)再涨超10% 优然牧业(09858)涨近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2559672769","media":"智通财经","summary":"智通财经APP获悉，乳业股延续近期强势表现，截至发稿，中国圣牧涨9.09%，报0.48港元；优然牧业涨3.53%，报4.4港元；蒙牛乳业涨1.46%，报16.67港元；澳优涨1.19%，报2.55港元。对于奶牛养殖标的，原奶行情改善利好主业盈利修复，同时肉牛大周期上行有望明显增厚其奶牛淘汰和犊牛外销收益，肉奶共振背景下具备较高业绩修复弹性，推荐优然牧业、现代牧业、中国圣牧。","content":"<html><body><p>智通财经APP获悉，乳业股延续近期强势表现，截至发稿，<a href=\"https://laohu8.com/S/01432\">中国圣牧</a>(01432)涨9.09%，报0.48港元；<a href=\"https://laohu8.com/S/09858\">优然牧业</a>(09858)涨3.53%，报4.4港元；<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>(02319)涨1.46%，报16.67港元；<a href=\"https://laohu8.com/S/01717\">澳优</a>(01717)涨1.19%，报2.55港元。</p><p>消息面上，7月28日，《育儿补贴制度实施方案》出台，方案为2025年1月1日起，对符合法律法规规定生育的3周岁以下婴幼儿发放每孩每年3600元的补贴，至其年满3周岁。<a href=\"https://laohu8.com/S/600643\">爱建</a>证券表示，预计政策将惠及2000多万婴幼儿家庭，有望直接拉动乳制品特别是婴幼儿奶粉消费。</p><p><a href=\"https://laohu8.com/S/002736\">国信证券</a>则表示，看好2025年肉牛大周期反转，肉价上涨预计持续到2027年；2025年下半年国内原奶供需格局或改善，价格有望回暖。对于奶牛养殖标的，原奶行情改善利好主业盈利修复，同时肉牛大周期上行有望明显增厚其奶牛淘汰和犊牛外销收益，肉奶共振背景下具备较高业绩修复弹性，推荐优然牧业、<a href=\"https://laohu8.com/S/01117\">现代牧业</a>、中国圣牧。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 乳业股延续近期强势表现 中国圣牧(01432)再涨超10% 优然牧业(09858)涨近6%</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1328978.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01717":"澳优","BK1597":"三胎概念","BK1521":"挪威政府全球养老基金持仓","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0471298777.SGD":"Blackrock Nutrition A2 SGD-H","BK1589":"北水核心资产","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","IE0031814852.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) ACC","01432":"中国圣牧","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK1500":"做空集合股","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","BK1237":"包装食品与肉类","02319":"蒙牛乳业","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1328978.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2559672769","content_text":"智通财经APP获悉，乳业股延续近期强势表现，截至发稿，中国圣牧(01432)涨9.09%，报0.48港元；优然牧业(09858)涨3.53%，报4.4港元；蒙牛乳业(02319)涨1.46%，报16.67港元；澳优(01717)涨1.19%，报2.55港元。消息面上，7月28日，《育儿补贴制度实施方案》出台，方案为2025年1月1日起，对符合法律法规规定生育的3周岁以下婴幼儿发放每孩每年3600元的补贴，至其年满3周岁。爱建证券表示，预计政策将惠及2000多万婴幼儿家庭，有望直接拉动乳制品特别是婴幼儿奶粉消费。国信证券则表示，看好2025年肉牛大周期反转，肉价上涨预计持续到2027年；2025年下半年国内原奶供需格局或改善，价格有望回暖。对于奶牛养殖标的，原奶行情改善利好主业盈利修复，同时肉牛大周期上行有望明显增厚其奶牛淘汰和犊牛外销收益，肉奶共振背景下具备较高业绩修复弹性，推荐优然牧业、现代牧业、中国圣牧。","news_type":1,"symbols_score_info":{"01717":0.9,"09858":1,"02319":0.9,"01432":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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港股异动 | 乳业股延续近期强势表现 中国圣牧(01432)再涨超10% 优然牧业(09858)涨近6%

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港股异动 | 乳业股延续近期强势表现中国圣牧(01432)再涨超10% 优然牧业(09858)涨近6%