港股异动|原奶进入上行期蒙牛涨逾3%
格隆汇5月23日丨蒙牛乳业(2319.HK)今日逆市走强,现涨3.27%,报30港元,暂成交1.49亿港元,最新总市值1177亿港元。2019年原奶继续供不应求,奶价上涨动力仍强,随着下游消费进入旺季,供需缺口将更为凸显,二季度原奶价有望出现较一季度更明显的上涨。2019年中央一号文件中再次提出了“实施奶业振兴行动,加强优质奶源基地建设,升级改造中小奶牛养殖场,实施婴幼儿配方奶粉提升行动”的要求,可见我国实现“奶业振兴”的决心未变。同时,国产奶业市场利好不断,2018年国产奶粉市场占有率飞速跃升,达到了49%。国产奶粉合格率不断提升,2018年达到99.8%。国产乳业十年卧薪尝胆,力量不断积蓄,2019年或成为国产乳业与洋乳业发展的分水岭。原奶价进入上行周期,奶牛养殖企业将长期受益。
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