优然牧业(09858)跌5.6% 机构指当前原奶价格处于周期底部

金吾财讯01-15

金吾财讯 | 优然牧业(09858)股价走低，截至发稿，报4.53港元，跌5.63%，成交额5453.22万港元。华福证券表示，奶价低位震荡，产能去化预计持续。当前原奶价格处于周期底部，1月2日行业原奶价格3.03元/公斤，周环比持平。原奶亏损预计推动产能去化持续。随着产能去化传导至供给收缩，2026年原奶价格有望企稳回升。

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