港股异动|乳制品板块涨幅靠前蒙牛乳业涨逾4%
格隆汇8月27日丨乳制品板块涨幅靠前,中国圣牧(1432.HK)涨11.11%、现代牧业(1117.HK)涨7.48%、蒙牛乳业(2319.HK)涨4.19%。消息面上,现代牧业昨日公告称,今年上半年收入25.70亿元人民币(下同),同比增长4.1%;公司持有人应占溢利1.25亿元,上年同期亏损1.40亿元。原生态牧业也与此前发布正面盈利预告,29日公布业绩。蒙牛乳业将于明天公布业绩,国金证券指,蒙牛中报预计超预期,推荐买入。超预期来源于二季度在大单品促销战略下的收入增速急速上升,拉动上半年增速预计落于16%一线。从利润端来看,预计大概率符合预期,预计增速在30%一线,主要得益于毛利率的边际上升和费用率的边际下降,叠加现代牧业和雅士利的预计双双扭亏。
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