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港股異動 | 乳業股普漲 券商指乳製品消費需求穩健
格隆匯5月13日丨澳優漲約7%,原生態牧業漲超4%,現代牧業漲2.8%,蒙牛乳業、中國飛鶴等均有漲幅。海通國際報吿稱,2021年乳製品行業發展穩健,2022年景氣度依舊旺盛,龍頭企業有效控制原材料上漲的壓力。同時費用率穩中有降,行業盈利能力將穩步提升。該行繼續推薦整個乳製品板塊,個股建議關注中國飛鶴、蒙牛乳業、澳優等。值得注意的是,全球最大乳製品出口商恆天然日前下調了其對新西蘭奶農的採購價格預期,因全球需求疲軟。

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