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乳業股走強,燕塘乳業2連板,優化防控措施+春節提早備貨提振Q4業績
格隆匯12月2日丨全國多地優化防控措施,A股市場乳業等消費股集體走強,其中,燕塘乳業、陽光乳業、三元股份均走出2連板,燕塘乳業和三元股份股價均創今年4月以來新高。業內人士稱,我國已開始優化疫情防控措施,再加上明年春節較往年提早,下游春節備貨提前至今年12月,有望拉動相關乳企四季度業績。針對“物流可能會成為乳品在春節備貨季挑戰”的問題,燕塘乳業近期在投資者互動中稱,面對疫情,公司大力發展新零售業務,充分發揮自有物流配送優勢,並積極與第三方合作,通過民生物資“綠色通道”最大限度確保產品到達銷售終端和消費者手中,努力降低不可抗力因素帶來的不利影響。

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