大行评级｜花旗：上调优然牧业目标价至5.4港元维持“买入”评级

格隆汇2025-08-26

花旗发表报告指，优然牧业中期亏损收窄符合预期，收入增长2%低于预期，但被毛利率改善好过预期所抵消。经营现金流转正，主要因饲料成本下降、小牛及年轻牛群占比降低等。管理层目标2025年产量有中双位数增长，至超过400万吨，下半年毛利率与上半年持平，但按年有所改善，并希望减少生物资产公允价值减值损失，及提升自由现金流。该行将优然牧业2025至2027年净利润预测下调15至37%，目标价由3.3港元上调至...

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大行评级｜花旗：上调优然牧业目标价至5.4港元 维持“买入”评级

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大行评级｜花旗：上调优然牧业目标价至5.4港元维持“买入”评级