方正证券：原奶价格周期向上板块配置价值愈显

智通财经01-09

智通财经APP获悉，方正证券发布研报称，目前本轮奶价下行周期持续时长已超过50个月，预计本轮周期向上拐点正在到来。原奶供需矛盾逐步缓解，新一轮向上周期拐点即将到来，板块及核心企业经营业绩及估值水平有望随之改善，部分企业有望跟随向上周期迎来戴维斯双击。方正证券主要观点如下：供需矛盾逐步缓解，原奶价格周期拐点在即复盘过往，原奶周期拐点间隔一般3~4年，目前本轮下行周期持续时长已超过50个月，预计本轮...

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方正证券：原奶价格周期向上 板块配置价值愈显

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方正证券：原奶价格周期向上板块配置价值愈显