现代牧业(01117)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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01117 现代牧业

交易中 09-10 10:26:10

1.670

+0.000

0.00%

最高1.695	最低1.645	成交量486.80万
今开1.660	昨收1.670	日振幅2.99%
总市值132.20亿	流通市值132.19亿	总股本79.16亿
成交额817.52万	换手率0.06%	流通股本79.16亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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指业绩扭亏现金流充沛","url":"https://stock-news.laohu8.com/highlight/detail?id=2666588146","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666588146?lang=zh_cn&edition=full","pubTime":"2026-09-09 15:21","pubTimestamp":1788938464,"startTime":"0","endTime":"0","summary":"金吾财讯 | 兴业证券发布研报指，现代牧业 2026年上半年业绩扭亏，销售收入逆势增长，经营性现金流充沛。公司营收为65.93亿元，同比增长8.6%；现金EBITDA达到15.99亿元，同比增加8.3%；经营性现金流达到7.69亿元，同比增长56.8%。原料奶总产量约177.8万吨，同比增加7.1%；销量168.0万吨，同比增长8.9%。兴业证券指公司已成为中国圣牧最大股东，协同效应有望逐步释放。维持“增持”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991148","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KCE","159399","01117","601377","SPHQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665639339","title":"【券商聚焦】国泰海通证券：预计全球乳清蛋白价格将维持高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639339","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665639339?lang=zh_cn&edition=full","pubTime":"2026-09-07 09:17","pubTimestamp":1788743835,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券研究指，近年来，乳清蛋白价格不断上涨，全球浓缩乳清蛋白价格在过去两年累计上涨108%，分离乳清蛋白价格涨幅高达139%，全球乳清蛋白不足，价格预计将维持高位。中国海关总署数据显示，乳清蛋白进口均价自2024年以来持续上涨，涨价已逐步传导至国内市场。在此背景下，替代蛋白关注度和需求持续提升，其中微生物蛋白生产效率高，商业化逐步落地。建议关注微生物蛋白产能布局以及应用领先的公司。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990798","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0173614495.USD","LU1048588211.SGD","BK1589","BK0276","06186","02611","LU0029875118.USD","LU1224709979.USD","LU1769817096.USD","HK0000320264.USD","BK1237","02319","IE0009570106.USD","161027","LU0228659784.USD","BK1500","KCE","LU0737861699.HKD","LU2125910500.SGD","601211","IE00B97KM107.HKD","01117","BK1147","BK1212","BK0012","LU1102505929.USD","LU0205439572.USD","IE00B29SXG58.USD","SG9999002828.SGD","SG9999014674.SGD","HK0000320223.HKD","LU0348788117.USD","LU1051768304.USD","LU0163747925.USD","LU0128522157.USD","LU1769817179.HKD","LU0259732245.USD","LU0359201885.HKD","LU0287142896.SGD","HK0000306701.USD","IE00B067MR52.USD","LU0385154629.USD","LU0594300419.USD","LU0048580855.USD","LU0640798160.USD","IE0031814852.USD","LU0370786039.SGD","09858","LU0072462343.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664386573","title":"港股异动 | 行业存栏去化叠加原奶需求回暖 优然牧业(09858)涨近6% 现代牧业(01117)涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664386573","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664386573?lang=zh_cn&edition=full","pubTime":"2026-09-04 11:43","pubTimestamp":1788493432,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，牧场龙头早盘走高，截至发稿，优然牧业(09858)涨5.98%，报4.43港元；现代牧业(01117)涨5.38%，报1.665港元。消息面上，今年7月主产区原奶价格在传统淡季实现同比转正，叠加奶牛存栏持续去化，市场预期原奶周期拐点或提前到来。华创证券指，弹性强度上，由奶价上行向报表的映射程度决定，牧场本体直接受益、弹性最大。近期，现代牧业、优然牧业发布的中报显示，两家公司上半年均实现扭亏为盈。国元国际表示，在行业存栏持续去化及原奶需求逐步回暖下，牧业将迎来周期反转，业绩释放弹性。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1491952.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["KCAI","VXUS","SG9999014674.SGD","BK4588","BK1237","09858","BK4585","01117","BK1587","BK1212","BK1553"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1163720019","title":"现代牧业8月股份变动月报：股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1163720019","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1163720019?lang=zh_cn&edition=full","pubTime":"2026-09-02 16:40","pubTimestamp":1788338436,"startTime":"0","endTime":"0","summary":"现代牧业于2026年9月2日公布，截至2026年8月31日的股份变动月报表显示，公司法定/注册股本总额维持在港币1,000,000,000元，已发行股份总数仍为7,915,662,048股，与上月末一致。公司在报告期内无新增发行、购回或注销股份，库藏股数量为零，整体股本结构保持稳定。上述潜在发行并未影响报告期内的已发行股份结存。公司确认，其已符合法定最低公众持股量要求，并已按相关规定履行信息披露和公司治理义务。公告由公司秘书李国发代表董事会签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664839366","title":"港股异动 | 现代牧业(01117)逆市涨超10% 上半年实现扭亏为盈 机构继续看好原奶周期反转","url":"https://stock-news.laohu8.com/highlight/detail?id=2664839366","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664839366?lang=zh_cn&edition=full","pubTime":"2026-09-01 15:12","pubTimestamp":1788246772,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，现代牧业逆市涨超10%，截至发稿，涨9.25%，报1.595港元，成交额4957.51万港元。消息面上，现代牧业近期发布中期业绩，上半年实现收入约65.93亿元，同比增长8.6%；毛利约17.27亿元，同比增长7.72%；公司权益股东应占溢利1529万元，同比扭亏为盈。公告称，实现扭亏为盈主要由于乳牛公平值变动减乳牛销售成本产生的亏损大幅减小及毛利增加所致。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1490267.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1553","BK4585","BK4588","BK1212","01117","VXUS","SG9999014674.SGD","KCAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664354108","title":"食品饮料板块异动拉升，现代牧业上涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664354108","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664354108?lang=zh_cn&edition=full","pubTime":"2026-09-01 14:19","pubTimestamp":1788243599,"startTime":"0","endTime":"0","summary":"9月1日，港股乳业及原料奶板块表现活跃，截至发稿，现代牧业上涨8.56%，报1.585港元，成交额约2543.28万港元，换手率0.21%。此外，公司成功收购中国圣牧约71.49%股份，相关要约已于今年7月20日成为无条件，并于8月3日截止，有望进一步巩固公司在原料奶供应市场的领先地位，同时补充高端有机奶源，强化与下游乳企的协同效应。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2026090100020990.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["01117","BK1212","SG9999014674.SGD","159843","BK1553","000807.SH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664330218","title":"牧业股走高 现代牧业（01117）涨8.9% 机构指原奶价格拐点已现","url":"https://stock-news.laohu8.com/highlight/detail?id=2664330218","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664330218?lang=zh_cn&edition=full","pubTime":"2026-09-01 13:47","pubTimestamp":1788241642,"startTime":"0","endTime":"0","summary":"金吾财讯 | 牧业股走高，现代牧业 涨8.9%，优然牧业涨6.54%。随着散奶价格超过合同奶价，主产区合同奶价开启上行，行业已经进入涨价周期。原奶价格拐点已现，继续看好后续原奶价格周期上行。国内供给收缩叠加进口配额限制，预计肉牛价格继续震荡上行，增加牧业公司业绩弹性。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990282","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1212","SG9999014674.SGD","01117","BK1587","09858","BK1553","BK1237"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662722169","title":"奶制品股局部承压 中国飞鹤（06186）跌9.65%、现代牧业（01117）跌2.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662722169","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662722169?lang=zh_cn&edition=full","pubTime":"2026-08-27 11:15","pubTimestamp":1787800551,"startTime":"0","endTime":"0","summary":"金吾财讯 | 奶制品股局部承压，截至发稿，中国飞鹤 跌9.65%，原生态牧业跌6.25%，现代牧业跌2.69%，蒙牛乳业跌2.25%，中国旺旺跌1.92%。申万宏源此前研究指，8月以来伴随需求回暖，肉牛价格再次回升，突破年内前高。原奶价格回升后企稳，该机构认为“肉奶共振”周期拐点已现。随着散奶价格超过合同奶价，主产区合同奶价开启上行，行业已经进入涨价周期。此外，下游乳制品深加工有望提供新的需求增量，从需求端支撑奶价。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989679","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00151","SG9999002828.SGD","IE00B031HY20.USD","LU0228367735.SGD","HK0000306685.HKD","06186","01431","BK1521","LU0259732245.USD","LU2045819591.USD","IE0031814852.USD","LU1051768304.USD","LU0359202008.SGD","LU0251143458.SGD","BK1500","LU0672654166.SGD","LU1224709979.USD","LU1769817179.HKD","LU0320764755.SGD","BK1549","LU0211977185.USD","LU0307460666.USD","LU0588546209.SGD","LU0651946864.USD","02319","01117","IE00B29SXG58.USD","LU0228659784.USD","LU2125910500.SGD","LU0594300419.USD","LU0326950275.SGD","IE00B067MR52.USD","LU0106959298.USD","IE0032834883.USD","LU1439103000.SGD","IE0008368742.USD","LU0702159343.USD","LU1515016050.SGD","BK1553","BK1597","LU0737861699.HKD","LU0385154629.USD","LU0823426308.USD","LU1102505762.USD","BK1589","HK0000320223.HKD","SG9999014674.SGD","IE00B031J352.USD","LU0359201612.USD","HK0000320264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662793874","title":"【券商聚焦】国金证券维持现代牧业（01117）买入评级 看好周期上行景气度","url":"https://stock-news.laohu8.com/highlight/detail?id=2662793874","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662793874?lang=zh_cn&edition=full","pubTime":"2026-08-26 15:09","pubTimestamp":1787728154,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国金证券发布研报指，现代牧业 2026年上半年实现营收79.9亿元，同比增长7.33%；归母净利润0.19亿元，同比扭亏为盈。原料奶业务实现收入53.99亿元，同比增长6.5%，毛利率下降0.7pct至29.5%。综合养殖解决方案实现收入11.94亿元，同比增长18.9%，毛利率提升3.9pct至11.2%。研报认为牛肉与牛奶周期上行已经开启，积极看好公司在周期上行的景气度。风险提示包括奶价表现不及预期、动物疫病风险、宏观经济风险。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989497","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KCE","01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662184760","title":"现代牧业中期扭亏为盈：现金流狂飙56.8%，ESG跃升AA级领跑食品业","url":"https://stock-news.laohu8.com/highlight/detail?id=2662184760","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662184760?lang=zh_cn&edition=full","pubTime":"2026-08-26 14:17","pubTimestamp":1787725020,"startTime":"0","endTime":"0","summary":"更令人瞩目的是，经营现金流同比大增56.8%至7.69亿元，现金EBITDA亦增长8.3%达15.99亿元，企业经营的“造血”能力与财务根基显著增强。期内，公斤奶销售成本降至2.29元，同比下降1.3%，其中核心饲料成本更压缩至1.76元，同比降幅1.7%。叠加淘汰牛售价回升及主动优化淘汰节奏，乳牛公平值变动减销售成本产生的亏损同比锐减10.6亿元，成为业绩重回盈利区的关键推手。尤为值得关注的是，现代牧业在ESG领域屡获突破。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/roll/2026-08-26/doc-iniprqcv6114505.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["ESG","SPHQ","AA","BK4585","PRXI","IVRA","BK1212","159399","159717","LU2543165471.USD","SG9999014674.SGD","01117","BK1553","BK4153","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662766784","title":"现代牧业：上半年盈利4170万元 同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2662766784","media":"财中社","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662766784?lang=zh_cn&edition=full","pubTime":"2026-08-26 09:14","pubTimestamp":1787706840,"startTime":"0","endTime":"0","summary":"8月25日，现代牧业（01117）发布2026年中期业绩，公司收入65.93亿元，同比增长8.6%；经营活动所得现金净额为7.69亿元，同比增加56.8%；期内盈利为4170万元，同比扭亏为盈，主要由于乳牛公平值变动减乳牛销售成本产生的亏损大幅减少。财务回顾方面，公司的毛利为17.27亿元，毛利率为26.2%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608263854076851.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608263854076851.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SG9999014674.SGD","BK1553","BK1212","01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116158502","title":"现代牧业(01117)发布2026年中期业绩：营收65.93亿元同比增8.6%，实现扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1116158502","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1116158502?lang=zh_cn&edition=full","pubTime":"2026-08-25 23:02","pubTimestamp":1787670126,"startTime":"0","endTime":"0","summary":"2026年8月25日，现代牧业控股有限公司公布截至2026年6月30日止六个月的中期业绩。收入：报告期内，公司实现收入65.93亿元，较2025年同期的60.73亿元增长8.6%。现金EBITDA：15.99亿元，同比增加8.3%。期内盈利：录得溢利41.7百万元，而2025年同期为亏损983.8百万元，实现扭亏为盈。经营活动所得现金净额：7.69亿元，同比增长56.8%。收购中国圣牧：截至2026年8月3日，公司持有中国圣牧53.53%股权，成为其最大股东。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662753716","title":"现代牧业(01117)上半年实现毛利约17.27亿元 同比增长7.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662753716","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662753716?lang=zh_cn&edition=full","pubTime":"2026-08-25 22:59","pubTimestamp":1787669991,"startTime":"0","endTime":"0","summary":"智通财经APP讯，现代牧业 公布2026年中期业绩，收入约65.93亿元，同比增长8.6%;毛利约17.27亿元，同比增长7.72%;公司权益股东应占溢利1529万元，同比扭亏为盈;基本每股溢利0.2分。期内，该集团取得成乳牛平均年化单产每头达到13.3吨，同比增长0.4%，整体产奶量达177.8万吨，同比增长7.1%。截至2026年7月20日，该集团及一致行动人士持有中国圣牧有机奶业有限公司约71.49%股份，要约在各方面变成无条件。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1485570.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999014674.SGD","01117","BK1553","BK1212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660560374","title":"牧业股走高 现代牧业（01117）涨6.34% 机构看好国内牧业大周期反转","url":"https://stock-news.laohu8.com/highlight/detail?id=2660560374","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660560374?lang=zh_cn&edition=full","pubTime":"2026-08-18 10:56","pubTimestamp":1787021797,"startTime":"0","endTime":"0","summary":"金吾财讯 | 牧业股走高，现代牧业 涨6.34%，优然牧业涨5.58%。消息面上，广发证券表示，随着散奶价格超过合同奶价，主产区合同奶价开启上行，行业已经进入涨价周期。原奶价格拐点已现，继续看好后续原奶价格周期上行。肉牛供给继续收缩，进口牛肉受制于配额制政策，预计肉牛价格继续上行，增加牧业公司业绩弹性。另外，国金证券看好国内牧业大周期反转，海内外肉牛及原奶景气有望共振上行。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988516","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117","BK1237","BK1212","BK1587","SG9999014674.SGD","BK1553","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660456235","title":"港股异动 | 原奶反转信号显现叠加中报盈喜 现代牧业(01117)涨6% 优然牧业(09858)涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660456235","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660456235?lang=zh_cn&edition=full","pubTime":"2026-08-18 10:39","pubTimestamp":1787020789,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，牧业股早盘走高，截至发稿，现代牧业涨6.69%，报1.515港元；优然牧业涨5.45%，报4.16港元。此外，现代牧业、优然牧业两家原奶龙头此前发布业绩预告显示，今年上半年经营表现向好，全部实现扭亏。中信建投指出，近期散奶价格反超合同价，日喷粉生鲜乳减少至2年最低位，主产区奶价小幅回升，原奶周期反转信号明显。奶价上升期，中游乳企液奶竞争力增强，上游相关减值减少、投资收益增加，利好业绩改善。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1481184.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["09858","BK1212","BK1237","BK4585","VXUS","SG9999014674.SGD","BK1553","BK1587","01117","BK4588","KCAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659118780","title":"港股异动 | 现代牧业(01117.HK)涨超6% 上半年盈喜叠加收购落地 行业有望进入盈利上行通道","url":"https://stock-news.laohu8.com/highlight/detail?id=2659118780","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659118780?lang=zh_cn&edition=full","pubTime":"2026-08-14 13:57","pubTimestamp":1786687044,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK1553","SG9999014674.SGD","BK1212","01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659769118","title":"乳制品板块走高 现代牧业（01117）涨6.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659769118","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659769118?lang=zh_cn&edition=full","pubTime":"2026-08-14 13:52","pubTimestamp":1786686722,"startTime":"0","endTime":"0","summary":"金吾财讯 | 乳制品板块走高，现代牧业（01117）涨6.03%，H&H国际控股（01112）涨2.14%，中国旺旺（00151）涨1.38%，蒙牛乳业（02319）涨0.95%，中国飞鹤（06186）涨0.46%。中泰证券表示，2025年中国乳制品大盘整体承压，功能性乳品赛道逆势突围，成为行业最大亮点。该机构指，功能性乳品核心成分主要有A2β-酪蛋白、益生菌、乳铁蛋白、有机成分四类。随着乳企技术不断迭代成熟，高蛋白、无乳糖等功能化新品涌现，复合功能产品也愈加丰富，功能性乳品有望持续保持高于大盘的增速。对于能够开拓场景、扩展触达人群、以品质驱动复购的乳企或将受益。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988235","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0328353924.USD","LU2125910500.SGD","02319","IE00B29SXG58.USD","LU1166156734.SGD","LU2488822045.USD","LU0228659784.USD","IE00B067MR52.USD","LU1102505929.USD","BK1212","BK1597","01112","LU0029875118.USD","LU0315179316.USD","BK1500","LU0385154629.USD","LU0702159343.USD","IE00B031J352.USD","SG9999011746.SGD","LU0543330483.HKD","LU0702159699.USD","00151","LU2045819591.USD","LU0370786039.SGD","01117","SG9999002828.SGD","BK1237","LU0128522157.USD","BK1521","HK0000320223.HKD","LU0650527681.SGD","BK1589","IE0009570106.USD","LU0672654166.SGD","LU0348788117.USD","HK0000306685.HKD","IE0031814852.USD","IE0008368742.USD","LU0359201885.HKD","IE0008369823.USD","LU0326950275.SGD","LU0072462343.USD","06186","LU0287142896.SGD","LU1023057109.AUD","LU0106959298.USD","LU1115378108.SGD","LU0048580855.USD","LU0251143458.SGD","IE00B031HY20.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658918435","title":"中国圣牧-PF(01432)：现代牧业控股正积极考虑恢复本公司公众持股量的措施","url":"https://stock-news.laohu8.com/highlight/detail?id=2658918435","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658918435?lang=zh_cn&edition=full","pubTime":"2026-08-11 20:45","pubTimestamp":1786452337,"startTime":"0","endTime":"0","summary":"本公司获告知，现代牧业控股正积极考虑恢复本公司公众持股量的措施，包括但不限于场内及场外出售股份。于本公司刊发截至2026年6月30日止6个月的中期业绩后，视乎当时市场状况，现代牧业控股将进行股份的场内出售及/或物色投资者，并就出售股份的条款及条件展开讨论及磋商，务求在实际可行情况下尽快恢复本公司的公众持股量。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478657.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01432","BK1553","01117","SG9999014674.SGD","BK1212","BK1500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175091773","title":"现代牧业（01117）拟于8月25日召开董事会审议2026年中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1175091773","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1175091773?lang=zh_cn&edition=full","pubTime":"2026-08-10 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