壹评级：优然牧业扭亏，印证乳业上游供需拐点已现

第一财经08-07

近日，优然牧业发布盈利预告，预计2026年上半年净利润为7.39亿元至9.03亿元，同比实现扭亏。第一财经“壹评级”认为，这一业绩表现结合原奶供需数据及奶牛存栏量变化，印证了乳业上游供需格局已走过底部，迎来实质性拐点。　　“壹评级”分析指出，优然牧业的业绩反转对伊利股份报表形成直接的正向贡献。按伊利此前36%的持股比例测算，优然牧业的扭亏将使伊利2026年上半年税前联营收益同比提升约3.33亿元...

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