港股異動 | 港A兩市乳業股普漲 蒙牛(2319.HK)漲逾3%
格隆匯3月5日丨港A兩市乳業股普漲,港股市場澳優(1717.HK)、蒙牛漲逾3%,H&H漲逾2%,原生態牧業、中國飛鶴等漲逾1%;A股市場妙可藍多逼近漲停,維維股份、西部牧業、新乳業等漲逾5%。個股方面,原生態牧業預計2019年度業績實現扭虧為盈;新乳業上市首年營收、利潤雙增長,2019年淨利同比升0.34%至2.44億元。板塊上,富瑞近日發研報指,高端化及整合將會成為中國消費必需品行業的主要推動力,行業首選蒙牛、H&H等。該行指,在乳製品行業,受消費者對新鮮農產品的偏愛的推動,巴士德消毒牛奶的需求將在2020年加快增長,預計蒙牛將通過其強大的供應鏈和品牌來鞏固該部門。
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