财通证券：牛肉进口政策落地肉奶共振利好牧业

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智通财经APP获悉，财通证券发布研报称，政策强化“肉奶共振”逻辑，利好原奶周期反转。牛价上行将改善牧场淘牛外销现金流，叠加原奶价格已在主产区出现筑底迹象，该行认为2026年内原奶周期拐点逻辑得到强化。同时，乳制品深加工产能持续投建，有望以高倍率消化过剩原奶，配合存栏持续去化趋势，推动2026年奶价景气修复，利好牧业板块利润弹性释放。关注优然牧业(09858)、现代牧业(01117)、中国圣牧(...

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财通证券：牛肉进口政策落地 肉奶共振利好牧业

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财通证券：牛肉进口政策落地肉奶共振利好牧业