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乳業股掀漲停潮 伊利、蒙牛均創新高 基礎白奶漲價
格隆匯 01-05 14:12

格隆匯1月5日丨乳業板塊午後持續大漲,伊利股份今日盤中大漲超9%,創歷史新高,現漲超7%,總市值超3100億元;

港股蒙牛乳業漲超6%,股價升破50港元,亦創歷史新高,總市值超2000億港元。

乳業股掀漲停潮,皇氏集團、光明乳業、天潤乳業、新乳業、燕塘乳業等多股漲停,熊貓乳業、西部牧業等紛紛大漲。

據海通證券調研確認,伊利、蒙牛的基礎白奶產品元旦後漲價3-5%,收入佔比15%左右;多年難得一見的龍頭集體漲價,預示着行業競爭趨緩+需求向好。針對伊利、蒙牛基礎白奶產品元旦後漲價的消息,伊利董祕辦回覆個人投資者表示,公司基礎白奶有不到5%的提價,主要因原奶成本上漲的壓力,具體經營計劃將在年報中披露。

安信證券表示,乳業進入新一輪原奶上漲新週期,本輪原奶上漲週期內在邏輯與上一輪有所不同,體現在消費結構、龍頭乳企競爭力等方面。白奶與中高端酸奶佔比提升,未來超巴成為重要增量。

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