湖南假奶粉事件發酵拖累乳業股表現，中國飛鶴大跌逾7%
昨晚，湖南特醫藥假奶粉事件持續發酵，拖累今日港A兩市乳業股表現。
A股乳業股板塊大康農業、新農開發、新乳、西部乳業等均跌超3%。
（圖源：同花順）
港股乳製品板塊亦錄得下跌。莊園牧場及蒙牛分別下跌2.96%及2.88%。
（圖源：富途證券）
板塊龍頭中國飛鶴（06186.HK）行情最為慘淡，今日開盤公司股價即大幅低開逾9%，其後跌幅震盪收窄。截至最新，公司股價暫跌7.26%，報13.8港元，對應總市值1232.8億港元，成交額大幅放量至近57億港元，換手率4.8%，為去年年底上市以來之最。
惟統計全年，中國飛鶴股價累計仍漲51%。
（圖源：同花順）
消息面上，湖南假奶粉事件正持續發酵。昨晚市場監管總局已責成湖南省市場監管部門對涉事商家進行徹查，依法從嚴從重處罰，及時向社會公佈調查結果。永興縣市場監督管理局亦已成立工作專班，全面調查，對相關嬰幼兒進行免費體檢，開展1個月食品安全（尤其是嬰幼兒食品安全）的專項整治。
此前有媒體報道指湖南省郴州市永興縣愛嬰坊母嬰店將一款固體飲料冒充特醫食品銷售給牛奶過敏兒童，虛假宣傳特殊功能，涉嫌消費欺詐。
中國飛鶴為國內知名嬰幼兒配方奶粉公司。據公司招股書所示，2018年按零售銷售價值計算，品牌在國內和國際同業中排名第一，市場份額為7.3%；在國內嬰幼兒配方奶粉集團中排名第一，市場份額為15.6%。
去年11月13日，中國飛鶴登陸港交所，以發行價計算其市場超過670億港元，成為港交所歷史上首發市值最大的乳品企業。
去年全年，公司錄得營收137億元，同比增長32%；歸母淨利潤39. 35億元，同比增長75%。
（圖源：同花順iFinD）
昨日，明晟公司（MSCI）公佈的半年度審議結果顯示，中國飛鶴獲納入MSCI全球指數及MSCI新興市場指數。受消息提振，公司股價昨日收報14.88港元，上漲3.05%。
但在此之前，高盛曾小下調公司下半年每股盈利預測下調2.9%，由原來每股盈利0.34元人民幣，減至0.33元人民幣，原因主要是糾正模型中的鏈接錯誤。
機構表示，公司未來經營風險主要包括在經營據點地區與當地/跨國公司競爭加劇、1-2線城市擴張失敗、高端細分市場增長放緩、新生兒數量低於預期及整個行業食品安全問題等。
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