里昂：予蒙牛乳业目标价21.1港元去年销售额与经调整纯利基本符合预期

新浪港股03-10

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　　里昂发布研报称，蒙牛乳业（02319）去年销售额与经调整纯利基本符合投资者预期，但该行注意到市场似乎更关注其2026年的销售表现及低基数反弹的可能性。若生鲜乳价格趋稳、液态奶需求回升且CPI转向，该行认为蒙牛的盈利复苏幅度将好过同业。评级高度确信跑赢大市，目标价21.1港元。另外，该行近期透过华中地区经销商进行的渠道调查显示，蒙牛2026年1-2月常温液态奶的出货/实销较去年同期分别增长约中单位数/微幅上升。

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里昂：予蒙牛乳业目标价21.1港元 去年销售额与经调整纯利基本符合预期

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里昂：予蒙牛乳业目标价21.1港元去年销售额与经调整纯利基本符合预期