国泰海通：原奶25H2有望供需平衡建议增持优然牧业(09858)等

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智通财经APP获悉，国泰海通发布研报称，原奶价格延续回落，25H2资金压力下存栏有望加速去化;牛肉及活牛价格低位反转，有望受益于供给去化与进口冲击影响减弱。肉奶周期共振下牧业企业盈利弹性较强。建议增持牧业龙头优然牧业(09858)、现代牧业(01117)，关注中国圣牧(01432)、澳亚集团(02425)。国泰海通主要观点如下：原奶价格延续回落，25H2有望供需平衡8-9月青贮采购季牧场收储资金...

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国泰海通：原奶25H2有望供需平衡 建议增持优然牧业(09858)等

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国泰海通：原奶25H2有望供需平衡建议增持优然牧业(09858)等