蒙牛乳业(2319.HK)跌幅扩大至8.8%
格隆汇8月29日丨昨日刚创出历史新高价的蒙牛乳业(2319.HK)今日大跌,且午后跌幅扩大至8.8%,报30.5港元,暂成交5.8亿港元,最新总市值1201亿港元。昨晚公司发布财报显示,上半年收入398.572亿元,同比增15.6%,公司拥有人应占净利润20.769亿元,同比增33%。有业内人士分析称,尽管净利润增速看似远高于行业均值,但实际上这是因为2016年净亏损7.51亿元后,近两年净利润基数规模较小的缘故。2017年中报,蒙牛净利润为11.3亿元,2018年中报净利润为16.58亿元。该人士还称,2017年,蒙牛提出要在2020年实现千亿营收、千亿市值的双千亿目标。但君乐宝的出售,成为蒙牛2020双千亿计划的一个不利因素。业绩公布后,高盛发报告维持对其中性评级,目标价31.1港元;大摩给予增持评级,目标价35港元。
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