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港股異動 | 現代牧業盤中漲超13%創新高,大和重申"買入"評級
uSMART盈立智投 01-18 11:17

uSMART盈立智投1月18日消息,週一港股早盤,現代牧業盤中漲超13%,截至11:15分,股價最高報2.9港元,創歷史新高。

大和發佈研究報告,將現代牧業(01117)目標價由1.84港元上調52.7%至2.81港元,重申"買入"評級。

報告中稱,2021年繼續看好現代牧業,因爲中國原奶價格上漲和健康需求。現貨市場中原奶價格在去年第四季按季上漲8%,預計2021年原材料供應緊張將使現代牧業受益,由於供應緊張,大型奶牛場可以通過加價轉嫁飼料成本的上漲,並飼料配方調整等抵消。

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