【券商聚焦】华泰研究维持优然牧业(9858 HK)“买入”评级指奶肉双周期共振将释放盈利弹性

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（原标题：【券商聚焦】华泰研究维持优然牧业(9858 HK)“买入”评级指奶肉双周期共振将释放盈利弹性）金吾财讯|华泰研究发布研报指，优然牧业(9858 HK)作为乳业上游龙头，预计其周期演绎节奏清晰且逐渐向好。报告预计25年处于行业周期底部，牛肉价格触底反弹、原奶价格仍处蛰伏，下半年生物资产公允价值变动产生的亏损环比收敛，或带动报表表观利润同比转正；26年或步入周期复苏上行阶段，奶肉共振正式...

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【券商聚焦】华泰研究维持优然牧业(9858 HK)“买入”评级 指奶肉双周期共振将释放盈利弹性

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【券商聚焦】华泰研究维持优然牧业(9858 HK)“买入”评级指奶肉双周期共振将释放盈利弹性