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港股異動丨乳業股走強 中國飛鶴升近5% 澳優漲2%
格隆匯 06-04 14:55
格隆匯6月4日丨乳業股逆勢走強,原生態牧業大漲6.41%領漲,中國飛鶴升近5%,澳優漲2%。近年來,國內市場對益生菌產品的需求大幅增加,行業也迎來了快速發展,機構預計2020年產品規模將接近850億元。中金公司稱,2020下半年至2021年建議關注白酒、乳製品等“純內需”板塊的基本面走勢,中長期白馬龍頭行情仍將延續。另外,大華繼顯表示,中國飛鶴於疫情期增長動力不變,首予買入評級,目標價為18港元。

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