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02319 蒙牛乳业
未开盘 09-03 16:08:21
17.750
-0.160
-0.89%
最高
18.060
最低
17.590
成交量
1,914万
今开
18.060
昨收
17.910
日振幅
2.62%
总市值
687.10亿
流通市值
687.10亿
总股本
38.71亿
成交额
3.39亿
换手率
0.49%
流通股本
38.71亿
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
--
分时
五日
日K
周K
月K
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）
资讯
新帖
简况
蒙牛乳业：9月3日回购9万股股份，耗资约159.22万港元
公告速递 · 09-03 17:32
蒙牛乳业：9月3日回购9万股股份，耗资约159.22万港元
蒙牛乳业更新2026年8月股份变动月报表，股本维持稳定
公告速递 · 09-03 16:37
蒙牛乳业更新2026年8月股份变动月报表，股本维持稳定
【券商聚焦】华泰证券：白酒深度出清，大众品盈利分化
金吾财讯 · 09-03 08:48
【券商聚焦】华泰证券：白酒深度出清，大众品盈利分化
蒙牛乳业9月2日回购40万股，涉资约715.04万港元
公告速递 · 09-02 18:02
蒙牛乳业9月2日回购40万股，涉资约715.04万港元
蒙牛乳业(02319)9月2日耗资约715.04万港元回购40万股
智通财经 · 09-02 17:56
蒙牛乳业(02319)9月2日耗资约715.04万港元回购40万股
蒙牛乳业：8月31日回购50万股，涉资约898.85万港元
公告速递 · 08-31
蒙牛乳业：8月31日回购50万股，涉资约898.85万港元
蒙牛乳业(02319)8月31日斥资898.8万港元回购50万股
智通财经 · 08-31
蒙牛乳业(02319)8月31日斥资898.8万港元回购50万股
【券商聚焦】光大证券维持蒙牛乳业（02319）买入评级 指盈利能力有望提升
金吾财讯 · 08-31
【券商聚焦】光大证券维持蒙牛乳业（02319）买入评级 指盈利能力有望提升
异动解读｜蒙牛乳业盘中下跌3.05%，中期业绩公布后获利回吐压力持续
行情直击 · 08-31
异动解读｜蒙牛乳业盘中下跌3.05%，中期业绩公布后获利回吐压力持续
【华创食饮】蒙牛乳业：拐点确认，展望积极
华创食饮 · 08-28
【华创食饮】蒙牛乳业：拐点确认，展望积极
靠联营公司“输血” 蒙牛净利增长15.9%
国际金融报 · 08-28
靠联营公司“输血” 蒙牛净利增长15.9%
【券商聚焦】交银国际维持蒙牛乳业（02319）买入 指收入复苏路径清晰
金吾财讯 · 08-28
【券商聚焦】交银国际维持蒙牛乳业（02319）买入 指收入复苏路径清晰
异动解读｜蒙牛乳业盘中下跌3.67%，中期业绩公布后获利回吐压力延续
行情直击 · 08-28
异动解读｜蒙牛乳业盘中下跌3.67%，中期业绩公布后获利回吐压力延续
瑞银：上调蒙牛乳业(02319)目标价至22港元 维持“买入”评级
智通财经 · 08-28
瑞银：上调蒙牛乳业(02319)目标价至22港元 维持“买入”评级
蒙牛中报净利增15.9％之后：乳业走出下行周期，下半场增长靠什么
华夏时报网 · 08-27
蒙牛中报净利增15.9％之后：乳业走出下行周期，下半场增长靠什么
奶制品股局部承压 中国飞鹤（06186）跌9.65%、现代牧业（01117）跌2.69%
金吾财讯 · 08-27
奶制品股局部承压 中国飞鹤（06186）跌9.65%、现代牧业（01117）跌2.69%
异动解读｜蒙牛乳业盘中下跌4.28%，中期业绩公布后股价承压回落
行情直击 · 08-27
异动解读｜蒙牛乳业盘中下跌4.28%，中期业绩公布后股价承压回落
蒙牛乳业半年报：实现收入448亿元 同比增长7.8%
新浪港股 · 08-26
蒙牛乳业半年报：实现收入448亿元 同比增长7.8%
蒙牛乳业(02319.HK)发布中期业绩，股东应占利润23.71亿元 同比增加15.94%
智通财经 · 08-26
蒙牛乳业(02319.HK)发布中期业绩，股东应占利润23.71亿元 同比增加15.94%
蒙牛乳业2026年中期财报：营收447.95亿元，经营利润36.76亿元
公告速递 · 08-26
蒙牛乳业2026年中期财报：营收447.95亿元，经营利润36.76亿元
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公司概况
公司名称：
蒙牛乳业
所属市场：
SEHK
上市日期：
--
主营业务：
中国蒙牛乳业有限公司是一家主要从事生产及销售乳制品业务的投资控股公司。该公司通过五个分部运营业务。液态奶业务分部主要从事生产及经销超高温灭菌奶、乳饮料、酸奶及鲜奶。冰淇淋业务分部主要从事生产及经销含乳冰淇淋。奶酪业务分部主要从事生产及经销奶酪。奶粉业务分部主要从事生产及经销奶粉。其他分部主要从事乳制品原料的生产及贸易业务。
发行价格：
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17:32","pubTimestamp":1788427932,"startTime":"0","endTime":"0","summary":"中国蒙牛乳业有限公司于2026年9月3日发布公告，称公司在8月31日、9月2日和9月3日于香港联交所场内连续回购股份。其中，9月3日回购9万股，占已发行股本约0.0023%，每股购回价介乎17.64港元至17.70港元，涉资约159.22万港元。公告显示，本次回购股份尚未正式注销，故公司已发行股本仍维持在3,871,192,513股，库藏股数为0股。公司确认已遵守香港联合交易所证券上市规则以及相关法律法规，所有回购均已获董事会正式授权。公告由公司秘书郭伟昌签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"蒙牛乳业：9月3日回购9万股股份，耗资约159.22万港元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02319"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130464340","title":"蒙牛乳业更新2026年8月股份变动月报表，股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1130464340","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1130464340?lang=zh_cn&edition=full","pubTime":"2026-09-03 16:37","pubTimestamp":1788424656,"startTime":"0","endTime":"0","summary":"中国蒙牛乳业有限公司于2026年9月3日发布截至2026年8月31日的月度证券变动报告。报告显示，公司注册股本及已发行股份在8月份保持不变，整体股本规模维持在6,000,000,000股，已发行股份数量为3,871,192,513股。此前，公司曾于2026年6月5日回购500,000股普通股，但截至本次月末仍未注销。公司确认截至报告期末已满足公众持股量要求。公司表示，上述事项均已获得董事会正式授权，并遵守香港联合交易所有限公司《上市规则》及其他适用法律法规。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","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":["02319"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664391840","title":"【券商聚焦】华泰证券：白酒深度出清，大众品盈利分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2664391840","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664391840?lang=zh_cn&edition=full","pubTime":"2026-09-03 08:48","pubTimestamp":1788396508,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，26Q2食品饮料板块业绩持续分化：白酒板块26Q2进入深度出清阶段，酒企主动控货去库、释放渠道压力，收入及利润降幅环比扩大；啤酒26Q2需求承压但结构升级延续、扣非净利率同比提升；乳制品26Q2收入平稳增长，板块核心经营利润保持正增，期待26H2原奶周期走向供需平衡；饮料受天气因素影响26Q2收入环比降速，竞争加剧的背景下板块盈利承压；休闲食品淡季整体平淡，龙头聚焦渠道调整、费效比提升；调味品26Q2淡季需求平淡，成本改善支撑盈利；速冻食品淡季需求平稳，新渠道贡献结构性亮点，收入表现优于利润。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990490","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":["BK1578","80291","LU1064130708.USD","BK1500","LU1224709979.USD","01876","BK1610","LU0385154629.USD","LU0572944931.SGD","LU0831093199.SGD","BK0188","09633","BK1597","LU1720050803.USD","LU0823426308.USD","IE00B067MR52.USD","IE00BWDBJ730.SGD","LU1023057109.AUD","CRHKY","SG9999000459.SGD","IE00B5MMRT66.SGD","02319","IE0009570106.USD","00291","00220","HK0000306685.HKD","LU0307460666.USD","IE0008368742.USD","BK1553","BK1180","KCE","LU0287142896.SGD","IE0034224299.USD","LU0702159343.USD","LU0588546209.SGD","LU0543330483.HKD","00322","LU2148510915.USD","BK1570","601688","HK0000320223.HKD","LU1171460220.USD","LU1166156734.SGD","00168","LU0228367735.SGD","LU0197773673.USD","BK0183","09985","LU1981816686.USD","06186"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196830974","title":"蒙牛乳业9月2日回购40万股，涉资约715.04万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1196830974","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1196830974?lang=zh_cn&edition=full","pubTime":"2026-09-02 18:02","pubTimestamp":1788343328,"startTime":"0","endTime":"0","summary":"蒙牛乳业于2026年9月2日发布翌日披露报表，披露了近期在香港联合交易所进行的股份购回进展。根据公告，8月31日公司回购了500,000股普通股，约占当日已发行股本的0.0129%，平均回购价为每股港币17.9769；9月2日再次回购400,000股普通股，约占当日已发行股本的0.0103%，回购价格区间介乎每股港币17.85至17.88，总付出金额港币7,150,360，相当于约715.04万港元。两次回购的股份均拟注销，但截至公告期末尚未注销。","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":"蒙牛乳业9月2日回购40万股，涉资约715.04万港元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02319"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664189338","title":"蒙牛乳业(02319)9月2日耗资约715.04万港元回购40万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2664189338","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664189338?lang=zh_cn&edition=full","pubTime":"2026-09-02 17:56","pubTimestamp":1788343019,"startTime":"0","endTime":"0","summary":"智通财经APP讯，蒙牛乳业(02319)公布，2026年9月2日耗资约715.04万港元回购40万股股份。","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/1491016.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HK0000320264.USD","LU1769817096.USD","LU0594300419.USD","LU0251143458.SGD","LU1166156734.SGD","LU0072462343.USD","LU0702159343.USD","IE00B067MR52.USD","LU1048588211.SGD","LU0048580855.USD","LU0326950275.SGD","LU0128522157.USD","LU0029875118.USD","LU0702159699.USD","HK0000306685.HKD","LU0588546209.SGD","02319","LU0259732245.USD","LU0287142896.SGD","LU0877626530.USD","LU1023057109.AUD","LU0228367735.SGD","LU0651946864.USD","LU0640798160.USD","SG9999002828.SGD","HK0000320223.HKD","LU1224709979.USD","LU0307460666.USD","IE0009570106.USD","LU0315179316.USD","LU0650527681.SGD","LU0737861699.HKD","LU1115378108.SGD","LU1119993845.HKD","LU1439103000.SGD","LU0320764755.SGD","LU1102505762.USD","BK1237","LU0672654166.SGD","IE00B031HY20.USD","LU2125910500.SGD","LU0205439572.USD","IE0032834883.USD","LU0359202008.SGD","HK0000306701.USD","LU0211977185.USD","IE00B29SXG58.USD","LU0328353924.USD","LU1051768304.USD","LU0370786039.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157866509","title":"蒙牛乳业：8月31日回购50万股，涉资约898.85万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157866509","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1157866509?lang=zh_cn&edition=full","pubTime":"2026-08-31 17:42","pubTimestamp":1788169339,"startTime":"0","endTime":"0","summary":"中国蒙牛乳业有限公司于2026年8月31日公布翌日披露报表。公司于2026年8月31日通过香港联交所场内购回股份50万股，占当日公司现有已发行股本约0.0129%。回购价格介乎每股17.97港元至17.98港元，涉资总额约898.85万港元。公告显示，本次回购股份尚未注销。截至2026年8月31日，公司已发行股本仍为3,871,192,513股，库藏股余额为0股。交易完成后，根据公司声明，本次股份回购已获得董事会正式授权，并遵循了香港联交所证券上市规则及相关法律法规的要求。","market":"hk","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":"蒙牛乳业：8月31日回购50万股，涉资约898.85万港元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02319"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663638079","title":"蒙牛乳业(02319)8月31日斥资898.8万港元回购50万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2663638079","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663638079?lang=zh_cn&edition=full","pubTime":"2026-08-31 17:38","pubTimestamp":1788169108,"startTime":"0","endTime":"0","summary":"智通财经APP讯，蒙牛乳业(02319)发布公告，于2026年8月31日斥资898.8万港元回购50万股。","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/1489521.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":["LU0205439572.USD","LU0471298777.SGD","IE00B031HY20.USD","HK0000306685.HKD","LU0307460666.USD","LU0320764755.SGD","LU2125910500.SGD","LU0163747925.USD","LU0251143458.SGD","02319","LU0173614495.USD","LU1769817179.HKD","LU0370786039.SGD","LU0106959298.USD","HK0000306701.USD","LU1102505929.USD","LU0672654166.SGD","LU1115378108.SGD","LU0588546209.SGD","LU0228659784.USD","LU0651946864.USD","IE00B0169L03.USD","LU0359201885.HKD","LU0737861699.HKD","IE00B031J352.USD","LU0650527681.SGD","LU1769817096.USD","LU0287142896.SGD","LU0228367735.SGD","LU0359201612.USD","LU0029875118.USD","LU0702159343.USD","BK1521","SG9999011746.SGD","LU0211977185.USD","BK1237","IE0008369823.USD","IE0009570106.USD","LU0072462343.USD","BK1597","LU0128522157.USD","LU1515016050.SGD","LU1051768304.USD","LU0823426480.USD","LU1119993845.HKD","LU1166156734.SGD","LU1439103000.SGD","LU0328353924.USD","LU1224709979.USD","LU0048580855.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663022161","title":"【券商聚焦】光大证券维持蒙牛乳业（02319）买入评级 指盈利能力有望提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2663022161","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663022161?lang=zh_cn&edition=full","pubTime":"2026-08-31 13:59","pubTimestamp":1788155982,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光大证券发布研报指，蒙牛乳业 发布2026年中报，2026H1实现营业收入447.95亿元，同比+7.77%；归母净利润23.71亿元，同比+15.94%。公司补交所得税3.20亿元，报告预计下半年影响减弱，盈利能力有望进一步提升。报告提示行业竞争加剧、原奶价格上涨超预期及食品安全风险。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990063","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","601788","PSET","02319"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143366599","title":"异动解读｜蒙牛乳业盘中下跌3.05%，中期业绩公布后获利回吐压力持续","url":"https://stock-news.laohu8.com/highlight/detail?id=1143366599","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1143366599?lang=zh_cn&edition=full","pubTime":"2026-08-31 09:51","pubTimestamp":1788141072,"startTime":"0","endTime":"0","summary":"8月31日，蒙牛乳业盘中下跌3.05%，报17.84港元，成交额6905.41万港元，为中期业绩公布以来连续第三个交易日走低。消息面上，公司于8月26日发布中期业绩，上半年收入447.95亿元，同比增长7.8%；归母净利润23.71亿元，同比增长15.9%。尽管瑞银、交银国际、杰富瑞等多家投行上调目标价并维持买入评级，但在股价年内已累计上涨逾30%的背景下，业绩兑现后市场获利回吐压力持续释放。","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":"-1","news_top_title":"蒙牛业绩兑现后连续走低，获利回吐压力待释放","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02319"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663016917","title":"【华创食饮】蒙牛乳业：拐点确认，展望积极","url":"https://stock-news.laohu8.com/highlight/detail?id=2663016917","media":"华创食饮","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663016917?lang=zh_cn&edition=full","pubTime":"2026-08-28 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蒙牛净利增长15.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662092603","media":"国际金融报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662092603?lang=zh_cn&edition=full","pubTime":"2026-08-28 23:38","pubTimestamp":1787931530,"startTime":"0","endTime":"0","summary":"蒙牛利润大增，主要得益于现代牧业等联营公司从上年同期的亏损5.85亿元转为盈利0.4亿元，一进一出差距超6亿元。8月26日晚间，蒙牛乳业（02319.HK）发布2026年中期业绩，公司上半年收入447.95亿元，同比增长7.8%；归母净利润23.71亿元，同比增长15.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608283858826724.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/202608283858826724.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":["LU0471298777.SGD","IE00B067MR52.USD","LU1769817179.HKD","LU2045819591.USD","LU0173614495.USD","LU0211977185.USD","LU1023057109.AUD","BK1553","LU0359201885.HKD","BK1237","LU1051768304.USD","HK0000320223.HKD","LU1769817096.USD","IE00B29SXG58.USD","IE00B0169L03.USD","SG9999011746.SGD","LU1115378108.SGD","LU1515016050.SGD","IE0008369823.USD","LU0348788117.USD","LU1439103000.SGD","LU0163747925.USD","LU0320764755.SGD","IE00B031J352.USD","IE00B97KM107.HKD","LU0702159343.USD","LU0128522157.USD","SG9999002828.SGD","LU0048580855.USD","LU0228659784.USD","LU0650527681.SGD","LU0228367735.SGD","BK1521","LU0823426480.USD","LU0287142896.SGD","LU0588546209.SGD","HK0000306701.USD","LU0259732245.USD","LU1048588211.SGD","BK1589","LU1166156734.SGD","02319","LU0702159699.USD","LU0370786039.SGD","LU0672654166.SGD","LU1224709979.USD","LU1102505762.USD","LU0029875118.USD","LU0823426308.USD","LU0359202008.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662402059","title":"【券商聚焦】交银国际维持蒙牛乳业（02319）买入 指收入复苏路径清晰","url":"https://stock-news.laohu8.com/highlight/detail?id=2662402059","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662402059?lang=zh_cn&edition=full","pubTime":"2026-08-28 13:48","pubTimestamp":1787896133,"startTime":"0","endTime":"0","summary":"金吾财讯 | 交银国际发布研报指，蒙牛乳业 2026年上半年实现收入448亿元人民币，同比增长7.8%，快于公司年初增长指引。管理层表示7-8月动销趋势保持良好，并将2026年全年收入同比增速指引由中单位数上调至高单位数。冰淇淋、奶粉、奶酪收入分别同比增长8.5%、22.8%、32.6%。交银国际认为，随着行业竞争趋于理性，公司收入恢复有望逐步转化为更明显的经营杠杆和利润率改善。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989895","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":["LU0471298777.SGD","IE00B031HY20.USD","LU0307460666.USD","LU0359202008.SGD","LU0543330483.HKD","LU1769817096.USD","LU2125910500.SGD","IE00B067MR52.USD","02319","LU0173614495.USD","LU1769817179.HKD","LU0106959298.USD","KCE","LU0385154629.USD","LU0672654166.SGD","LU1115378108.SGD","LU0588546209.SGD","LU0228659784.USD","LU0651946864.USD","IE0031814852.USD","03329","BK1589","IE00B0169L03.USD","IE00B29SXG58.USD","LU0326950275.SGD","LU0359201885.HKD","LU0640798160.USD","LU0594300419.USD","LU0287142896.SGD","LU0228367735.SGD","LU1023057109.AUD","LU1048588211.SGD","LU0029875118.USD","LU0702159343.USD","BK1521","SG9999011746.SGD","LU0211977185.USD","BK1237","IE0008369823.USD","LU0737861699.HKD","LU1515016050.SGD","HK0000320223.HKD","LU0348788117.USD","LU1051768304.USD","LU2045819591.USD","HK0000320264.USD","LU1102505762.USD","LU1439103000.SGD","LU0328353924.USD","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133252635","title":"异动解读｜蒙牛乳业盘中下跌3.67%，中期业绩公布后获利回吐压力延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1133252635","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1133252635?lang=zh_cn&edition=full","pubTime":"2026-08-28 13:03","pubTimestamp":1787893425,"startTime":"0","endTime":"0","summary":"8月28日，蒙牛乳业盘中下跌3.67%，报18.1港元，成交额4.27亿港元，延续业绩公布后的回调走势。消息面上，公司于8月26日晚间发布中期业绩，上半年实现收入447.95亿元，同比增长7.8%；归母净利润23.71亿元，同比增长15.9%。但细项数据显示经营现金流净流入同比下降11.1%，毛利率同比下滑0.9个百分点至40.8%，经营利润增速仅3.9%，明显低于营收增速，反映费用端及原材料成本承压。在股价年内已累计上涨逾30%的背景下，业绩兑现后市场获利回吐压力持续释放。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"-1","news_top_title":"蒙牛业绩后承压，股价回调延续","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02319"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662058863","title":"瑞银：上调蒙牛乳业(02319)目标价至22港元 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10:25","pubTimestamp":1787883950,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，瑞银发布研报称，维持蒙牛乳业“买入”评级，目标价从21.2港元升至22港元。因此，预计2026年核心经营利润率将维持在8%稳定水平，并可能因营运杠杆的增强而有所增长。蒙牛乳业核心经营利润在上半年创下历史新高，这得益于强劲的销售成长和严格的成本控制。业务端，瑞银指出，蒙牛乳业的液态奶收入在2026年上半年实现中单位数的增长，主要得益于销售增长。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1487725.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":["02319","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662700499","title":"蒙牛中报净利增15.9％之后：乳业走出下行周期，下半场增长靠什么","url":"https://stock-news.laohu8.com/highlight/detail?id=2662700499","media":"华夏时报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662700499?lang=zh_cn&edition=full","pubTime":"2026-08-27 20:24","pubTimestamp":1787833444,"startTime":"0","endTime":"0","summary":"在终端超市的乳品货架上，促销标签依然是吸引消费者的醒目存在，但对于乳业龙头企业而言，最艰难的时刻或许正在过去。8月26日，蒙牛乳业（02319.HK）发布的2026年中期业绩显示，上半年实现营业收入448亿元，同比增长7.8%；归母净利润23.715亿元，同比上涨15.9%，利润增速显著跑赢营收增长。“今年行业整体呈现奶价企稳、消费企稳、消费升级的特征。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608273856810989.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/202608273856810989.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_eastmoney","symbols":["LU0823426308.USD","LU0471298777.SGD","IE00B031HY20.USD","LU0307460666.USD","LU0543330483.HKD","LU0320764755.SGD","LU2125910500.SGD","LU0163747925.USD","LU0251143458.SGD","02319","LU0173614495.USD","LU1769817179.HKD","LU0370786039.SGD","LU0106959298.USD","IE00B97KM107.HKD","LU0385154629.USD","LU0315179316.USD","LU0672654166.SGD","LU1102505929.USD","LU1115378108.SGD","IE0031814852.USD","BK1589","LU0359201885.HKD","IE00B031J352.USD","IE00B29SXG58.USD","LU0326950275.SGD","IE0008368742.USD","LU0640798160.USD","LU0594300419.USD","LU0287142896.SGD","LU0650527681.SGD","LU1048588211.SGD","SG9999002828.SGD","LU0702159699.USD","LU0029875118.USD","LU0702159343.USD","BK1521","SG9999011746.SGD","LU0211977185.USD","IE0008369823.USD","IE0009570106.USD","LU0072462343.USD","BK1597","BK1553","HK0000320223.HKD","LU1051768304.USD","HK0000320264.USD","LU1102505762.USD","LU1224709979.USD","LU2045819591.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662722169","title":"奶制品股局部承压 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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":["BK1500","LU0359201612.USD","LU0588546209.SGD","01431","HK0000306685.HKD","BK1597","LU0228659784.USD","LU0823426308.USD","LU0651946864.USD","BK1553","IE0008368742.USD","LU0594300419.USD","LU0320764755.SGD","HK0000320223.HKD","01117","LU0251143458.SGD","BK1549","IE00B29SXG58.USD","SG9999002828.SGD","LU2125910500.SGD","BK1521","IE00B031J352.USD","LU1051768304.USD","LU0106959298.USD","LU1224709979.USD","LU0385154629.USD","LU1515016050.SGD","BK1589","IE0032834883.USD","LU1439103000.SGD","IE00B031HY20.USD","LU0737861699.HKD","LU1102505762.USD","LU0326950275.SGD","LU0702159343.USD","LU1769817179.HKD","HK0000320264.USD","IE00B067MR52.USD","LU0228367735.SGD","LU0259732245.USD","LU0359202008.SGD","LU0672654166.SGD","LU2045819591.USD","LU0211977185.USD","SG9999014674.SGD","00151","02319","LU0307460666.USD","06186","IE0031814852.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102778976","title":"异动解读｜蒙牛乳业盘中下跌4.28%，中期业绩公布后股价承压回落","url":"https://stock-news.laohu8.com/highlight/detail?id=1102778976","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1102778976?lang=zh_cn&edition=full","pubTime":"2026-08-27 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