港股异动 | 蒙牛乳业(02319)逆市涨近4% 一季度动销数据现企稳回升态势

智通财经04-30

智通财经APP获悉，蒙牛乳业(02319)逆市涨近4%，截至发稿，涨3.11%，报17.22港元，成交额2.65亿港元。兴业证券指出，蒙牛深耕乳制品深加工国产替代，品控与技术护城河已成，有利于带动盈利空间进一步扩大；2025年公司计提减值23.20亿元，2026年轻装上阵；当前库存健康度较高，2026Q1动销数据现企稳回升态势。花旗强调，蒙牛的营销效率优于行业平均水平，将是“2026年周期性利润...

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