港股異動丨乳業股走強 澳優(01717.HK)大漲7%盤中創新高
格隆匯6月1日丨乳業股全線走強,澳優盤中一度升超9%創新高,現漲7%,蒙牛乳業升超4%,中國飛鶴漲2%。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。業內認為,全球各地解禁帶來需求增長,帶來奶粉價格反彈。天風證券表示,乳製品板塊二季度或將迎來業績改善。此外,未來幾年隨着乳品品類多樣化、行業集中度將上升、巴氏奶滲透加快,看好品類擴張的乳品龍頭以及低温鮮奶市場。多家券商推薦關注國產奶粉龍頭飛鶴乳業。

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