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港股異動 | 蒙牛(2319.HK)漲近3% 與可口可樂設合資公司佈局低温奶市場
格隆匯 05-13 13:12
格隆匯5月13日丨蒙牛(2319.HK)現報29.65港元,漲2.95%,暫成交1.6億港元,最新總市值1166億港元。市場監管總局官網日前通報,可口可樂公司與中國蒙牛乳業有限公司新設合營企業案在4月29日審結。據悉,新的合資公司將在國內生產並銷售低温奶產品,且是一個全新的品牌。國泰君安最新發報告稱,在公共衞生事件逐漸受到控制的當下,乳製品銷售呈現V型反轉勢頭。乳製品前期積壓的渠道庫存基本消化完畢,價格體系大體恢復正常。消費者對於健康和安全問題更加關注,有利於乳製品消費量的增長。給予蒙牛“買入”評級和目標價30港元。

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