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港股異動丨乳製品股回暖 中國飛鶴、蒙牛乳業漲超3%
今日連續下跌的港股乳製品股拉昇反彈,其中,中國飛鶴、蒙牛乳業漲3.36%,原生態牧業漲近2%,澳亞集團漲0.54%。消息上,中信建投指出,從“喝奶”到“吃奶”,國內乳製品產業深加工品類發展進入新階段,產業加快佈局產能(未來產能預計超70萬噸),藉助低奶價與下遊降本增效訴求,推動乳品深加工品牌與原料的國產化替代。B端深加工需求規模預計超260億元,烘焙、現制飲品、西式快餐高景氣帶動B端需求持續高增長。國產品牌憑藉產品性價比、本土供應鏈、市場服務等優勢,看好國產深加工品類進入高增長階段。有分析稱,經過一段時間的低位運行後,國內原奶價格出現觸底反彈的跡象。供給端由於前期虧損導致奶牛存欄量下降,需求端隨着消費復甦而改善,供需關係逐步走向平衡。(格隆匯)

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