乳業股領漲A股市場 三元股份、科迪乳業和新乳業漲停
格隆匯5月25日丨A股三大指數今日波動不大,滬指收漲0.15%,深證成指跌0.11%,創業板指漲0.28%。其中,乳業股今日表現明顯強勢,乳業指數領漲A股市場。其中,三元股份、科迪乳業和新乳業漲停,天潤乳業逼近漲停,光明乳業收漲8.85%,莊園牧場、妙可藍多、燕塘乳業漲超5%,皇氏集團、貝因美、維維股份和伊利股份均明顯上漲。消息面上,目前,全球各地解禁帶來需求增長,新西蘭期貨交易所的脱脂奶粉暴漲,8月、9月、10月期貨均漲超200美元/噸,上漲幅度超8%,全脂奶粉也迎來小幅反彈。另外,正值兩會期間,乳製品行業多位全國人大代表提出了包括國家收儲、減税、鼓勵生產奶酪等各類建議。全國人大代表、君樂寶乳業集團董事長兼總裁魏立華24日建議,由農業農村部、財政部等相關部委牽頭,協調建立大包奶粉國家長效收儲機制,並對疫情期間積壓的大包粉予以補貼收儲,解決上下游供需不平衡問題。

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