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港股異動 | 澳優(1717.HK)急漲超7% 機構看好2021年羊奶粉恢復增長趨勢
格隆匯 02-19 11:33
格隆匯2月19日丨澳優(1717.HK)快速拉昇至7.29%,報13.24港元,總市值227.2億港元。華西證券此前指出,公司羊奶粉恢復仍在途,曙光就在不遠處。預計2021年公司羊奶粉將恢復至以往較快增長趨勢。考慮1Q20因疫情之下渠道提高庫存導致基數較高,預計1Q21同比增幅尚不明顯,但全年仍可期待經歷2020年調整之後羊奶粉業務更加夯實的增長。維持買入評級。另外,衞健委日前答覆“東北地區率先全面放開生育限制”稱可以探索。受此消息影響,中國飛鶴、蒙牛乳業均有漲幅。

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