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盤中異動 | 蒙牛乳業盤中上漲5%,報於45.7港元
uSMART盈立智投 01-07 13:19

2022年1月7日13時19分,蒙牛乳業(HK02319)盤中上漲5%,報於45.7港元,成交額達4.09億港元,換手率達到0.23%。

1月6日訊,1月6日近年來,乳企間的兼併整合不斷加速。據記者不完全統計,2021年以來,春華資本以22億美元收購美贊臣中國業務、伊利股份戰略入股澳優乳業、蒙牛收購妙可藍多、飛鶴收購小羊妙可,全球乳業競爭加劇,行業進入快速整合期。業內人士表示,乳製品行業市場空間大。當前,我國乳製品主要定位爲基礎營養品,長期看從基礎營養品轉向專業營養品爲大勢所趨。

12月30日,食飲行業提價促進2022年利潤釋放,薦華潤啤酒(00291)、蒙牛乳業(02319)。11月11日,大摩:予蒙牛乳業(02319)“增持”評級,目標價56港元。

最新的財務數據顯示,公司於2021年2季度,營業收入459.05億人民幣,淨利潤29.67億人民幣;營業收入同比增加22.3%,毛利潤同比增加19.67%,淨利潤同比增加161.49%。

盈立趨勢長盈模型最近一次交易信號,2022年1月5日出現觀望信號,觸發價格爲43.6港元(信號僅供參考)。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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