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乳業股走強 新乳業(002946.SZ)漲超8%
格隆匯 05-26 10:40
格隆匯5月26日丨乳業股走強,新乳業漲超8%,光明乳業漲超6%,科迪乳業、燕塘乳業等跟漲。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。中金表示,對於中國乳製品行業而言,疫情影響為短期且已較為充分反映在股價中,二季度起龍頭企業基本面有望逐季復甦。 乳品作為需求剛性的健康品類,有望保持長期穩定增長,2021年行業增速有望在低基數下加速。
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