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02319 蒙牛乳业
已收盘 03-27 16:08:22
19.500
+1.040
+5.63%
最高
19.940
最低
18.460
成交量
4,782万
今开
18.700
昨收
18.460
日振幅
8.02%
总市值
764.01亿
流通市值
764.01亿
总股本
39.18亿
成交额
9.33亿
换手率
1.22%
流通股本
39.18亿
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
蒙牛新董事长“拒绝”背锅
新浪财经 · 03-05
蒙牛新董事长“拒绝”背锅
中信里昂:上调蒙牛乳业评级至高度确信“跑赢大市” 升目标价至23.7港元
新浪港股 · 03-04
中信里昂:上调蒙牛乳业评级至高度确信“跑赢大市” 升目标价至23.7港元
中信里昂:上调蒙牛目标价和评级
美港电讯 · 03-04
中信里昂:上调蒙牛目标价和评级
蒙牛乳业等在上海成立私募基金管理公司 注册资本1亿
DoNews · 03-03
蒙牛乳业等在上海成立私募基金管理公司 注册资本1亿
里昂:上调蒙牛乳业(02319)至“高度确信跑赢大市”评级 升目标价至23.7港元
智通财经 · 03-03
里昂:上调蒙牛乳业(02319)至“高度确信跑赢大市”评级 升目标价至23.7港元
【券商聚焦】里昂升蒙牛乳业(02319)至“高度确信跑赢大市”评级 料中国乳制品行业在今年将逐步实现连续改善
金吾财讯 · 03-03
【券商聚焦】里昂升蒙牛乳业(02319)至“高度确信跑赢大市”评级 料中国乳制品行业在今年将逐步实现连续改善
【港股通】蒙牛乳业(02319)涨3.83% 高盛指盈利能见度和估值重估仍有进一步上升空间
金吾财讯 · 03-03
【港股通】蒙牛乳业(02319)涨3.83% 高盛指盈利能见度和估值重估仍有进一步上升空间
蒙牛业绩“变脸”,奶粉业务仍是短板?
中时财经 · 03-01
蒙牛业绩“变脸”,奶粉业务仍是短板?
港股异动 | 乳业股普遍走高 原生态牧业(01431)涨超16% 机构称乳品供需格局有望改善
智通财经 · 02-27
港股异动 | 乳业股普遍走高 原生态牧业(01431)涨超16% 机构称乳品供需格局有望改善
港股午评:恒指收跌1.06% 餐饮消费股表现强势
美港电讯 · 02-27
港股午评:恒指收跌1.06% 餐饮消费股表现强势
蒙牛乳业早盘涨逾5% 机构料其去年自然利润率增长超出预期
新浪港股 · 02-27
蒙牛乳业早盘涨逾5% 机构料其去年自然利润率增长超出预期
【券商聚焦】华福证券首予中国圣牧(01432)“买入”评级 指其成长性在健康消费趋势背景下有望逐步显现
金吾财讯 · 02-27
【券商聚焦】华福证券首予中国圣牧(01432)“买入”评级 指其成长性在健康消费趋势背景下有望逐步显现
港股异动 | 蒙牛乳业(02319)盘中涨超5% 去年自然利润率增长超出市场预期 成本控制和营运效率改善
智通财经 · 02-27
港股异动 | 蒙牛乳业(02319)盘中涨超5% 去年自然利润率增长超出市场预期 成本控制和营运效率改善
蒙牛乳业盘中异动 快速上涨5.04%
市场透视 · 02-27
蒙牛乳业盘中异动 快速上涨5.04%
蒙牛引爆“商誉雷”
Ofweek光电信息网 · 02-26
蒙牛引爆“商誉雷”
蒙牛计提巨额减值的背后,高飞拒为卢敏放的“资本赌局”买单?
环球老虎财经app · 02-25
蒙牛计提巨额减值的背后,高飞拒为卢敏放的“资本赌局”买单?
蒙牛,大吐血
金角财经 · 02-25
蒙牛,大吐血
蒙牛甩掉包袱 巨额减值能否轻装上阵
市场资讯 · 02-25
蒙牛甩掉包袱 巨额减值能否轻装上阵
乳企龙头蒙牛把自己利润玩“跳水”了
文轩财经 · 02-24
乳企龙头蒙牛把自己利润玩“跳水”了
蒙牛乳业盘中异动 临近收盘大幅拉升5.05%
市场透视 · 02-24
蒙牛乳业盘中异动 临近收盘大幅拉升5.05%
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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于中国从事生产及销售乳制品业务的投资控股公司。该公司通过四个分部运营业务。液态奶产品分部主要生产及经销超高温灭菌奶、乳饮料、酸奶及鲜奶。奶粉产品分部主要生产及经销奶粉。冰淇淋产品分部主要生产及经销冰淇淋。其他分部主要从事奶酪业务、乳制品原辅料生产及经销贸易业务。
发行价格:
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17:11","pubTimestamp":1740993086,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,里昂发布研报称,将蒙牛乳业(02319)H股评级由“跑赢大市”上调至“高度确信跑赢大市”,目标价由20.1港元上调至23.7港元,看好其较高的贝塔值和不高的估值,认为该股有更高的潜在上涨空间。里昂指出,预计中国乳制品行业在今年将逐步实现连续改善。在上游方面,估计生鲜乳供需之间的增长差距正在缩小,这强化未来数个季度原奶价格复苏的预期。在下游方面,尽管今年至今的需求仍然疲弱,但市场预计今年第二季度将出现低基数效应。","market":"us","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/1256942.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"],"gpt_icon":0},{"id":"2516093515","title":"【券商聚焦】里昂升蒙牛乳业(02319)至“高度确信跑赢大市”评级 料中国乳制品行业在今年将逐步实现连续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2516093515","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2516093515?lang=zh_cn&edition=full","pubTime":"2025-03-03 15:54","pubTimestamp":1740988454,"startTime":"0","endTime":"0","summary":"金吾财讯 | 里昂发研报指,预计中国乳制品行业在今年将逐步实现连续改善。在上游方面,估计生鲜乳供需之间的增长差距正在缩小,这强化未来数个季度原奶价格复苏的预期。在下游方面,尽管年至今的需求仍然疲弱,但市场预计今年第二季度将出现低基数效应。该行将蒙牛乳业(02319)H股评级由“跑赢大市”上调至“高度确信跑赢大市”,同时将目标价由20.1港元上调至23.7港元,主要由于看好其较高的贝塔值和不高的估值,意味该股有更高的潜在上涨空间。","market":"hk","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":"1954231","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":["02319"],"gpt_icon":0},{"id":"2516740265","title":"【港股通】蒙牛乳业(02319)涨3.83% 高盛指盈利能见度和估值重估仍有进一步上升空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2516740265","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2516740265?lang=zh_cn&edition=full","pubTime":"2025-03-03 13:33","pubTimestamp":1740980004,"startTime":"0","endTime":"0","summary":"金吾财讯 | 蒙牛乳业(02319)震荡走强,截至发稿,涨3.83%,报18.42港元,成交额4.21亿港元。消息面上,高盛发布研报称,蒙牛乳业近日发盈警,但股价表现正面反映蒙牛在去年经济下行周期中良好的成本控制和营运效率改善能力,同时认为盈利能见度和估值重估仍有进一步上升空间。该行在蒙牛发盈警后,将去年经常性盈利预测上调17%,2025至2026年预测则上调约8至9%,主要受惠于有效的开支控制,以及持续的成本效益,尤其是今年上半年原奶价格下跌所带来的成本效益。","market":"sg","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":"1954206","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":["BK4533","LU2471134879.HKD","BK1597","BK1589","LU0096364046.USD","YANG","IE0002270589.USD","LU1791807156.HKD","IE0031814852.USD","HSCEI","LU1102505762.USD","LU1868837300.USD","02319","IE00B19Z3581.USD","IE00B0169L03.USD","IE00B19Z3B42.SGD","LU0348788117.USD","BK4585","LU2125910500.SGD","LU2750360641.GBP","IE00B97KM107.HKD","LU0588546209.SGD","IE0032834883.USD","LU2471134523.USD","LU1439103000.SGD","LU1769817096.USD","LU0061475181.USD","LU0128522157.USD","HSTECH","IE00B031J352.USD","LU1102505929.USD","LU1868836914.USD","IE00B29SXG58.USD","LU0251143458.SGD","BK4550","LU2237443978.SGD","LU0287142896.SGD","LU2237443382.USD","LU0072462343.USD","LU0173614495.USD","LU0048580855.USD","LU0543330483.HKD","LU0650527681.SGD","LU0029875118.USD","BK1553","IE0008368742.USD","LU2471134796.USD","LU0307460666.USD","BK4504"],"gpt_icon":0},{"id":"2516584390","title":"蒙牛业绩“变脸”,奶粉业务仍是短板?","url":"https://stock-news.laohu8.com/highlight/detail?id=2516584390","media":"中时财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2516584390?lang=zh_cn&edition=full","pubTime":"2025-03-01 09:25","pubTimestamp":1740792310,"startTime":"0","endTime":"0","summary":"此次蒙牛净利润大跌,主要与其附属公司贝拉米和联营公司现代牧业有关。此外,江瀚称,蒙牛面临着乳制品企业间白热化的竞争。实际上,一直以来,蒙牛的大部分营收都来自其液态奶业务,不过,为了丰富产品类型和盈利方式,多年来蒙牛一直在奶粉业务上不断发力。但在2019年后,蒙牛的奶粉业务收入不断下降,从2019年的78.7亿元下滑至2023年的38亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250301094641a2588c20&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250301094641a2588c20&s=b","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":"tencent","symbols":["LU0320764755.SGD","IE0008369823.USD","IE00B29SXG58.USD","LU0228659784.USD","LU0251143458.SGD","LU0326950275.SGD","LU0259732245.USD","LU1769817096.USD","LU0211977185.USD","IE00B031HY20.USD","IE00B031J352.USD","LU0287142896.SGD","IE00B0169L03.USD","LU0823426480.USD","LU0370786039.SGD","LU0737861699.HKD","IE00B97KM107.HKD","LU0651946864.USD","LU1051768304.USD","BK1521","BK1597","LU1224709979.USD","LU0650527681.SGD","SG9999002828.SGD","LU0163747925.USD","LU0307460666.USD","LU0359202008.SGD","LU1023057109.AUD","BK1589","LU0823426308.USD","IE0032834883.USD","BK1553","LU0173614495.USD","LU0315179316.USD","IE0031814852.USD","LU0594300419.USD","IE00B067MR52.USD","LU2125910500.SGD","IE0008368742.USD","02319","LU0348788117.USD","LU1102505929.USD","LU0543330483.HKD","BK1237","LU0128522157.USD","LU1515016050.SGD","LU2045819591.USD","LU0328353924.USD","LU1048588211.SGD","LU0359201612.USD"],"gpt_icon":0},{"id":"2514984411","title":"港股异动 | 乳业股普遍走高 原生态牧业(01431)涨超16% 机构称乳品供需格局有望改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2514984411","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2514984411?lang=zh_cn&edition=full","pubTime":"2025-02-27 14:08","pubTimestamp":1740636505,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,乳业股普遍走高,截至发稿,原生态牧业涨16.28%,报0.25港元;优然牧业涨7.69%,报2.52港元;现代牧业涨6.6%,报1.13港元;蒙牛乳业涨2.58%,报18.3港元。生产端通过经营主体组织化改造,可有效提升资源利用效率,降低单位生产成本,同时增强应对市场波动的韧性,配套实施的乳品质量标准体系升级,则从供给侧倒逼产业技术升级,加速低效产能出清进程,该行预计随着行业产能的持续去化以及消费市场的逐步回暖,原奶价格有望筑底回暖。","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/1255134.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1597","LU0737861699.HKD","LU0370786039.SGD","LU1769817096.USD","LU0259732245.USD","LU0543330483.HKD","BK1521","LU0471298777.SGD","IE00B031J352.USD","IE00B031HY20.USD","LU0326950275.SGD","LU0594300419.USD","LU0072462343.USD","LU1769817179.HKD","09858","IE00B97KM107.HKD","LU0173614495.USD","LU1023057109.AUD","BK1587","LU1515016050.SGD","LU0128522157.USD","LU0672654166.SGD","BK1589","LU2045819591.USD","IE0032834883.USD","IE00B0169L03.USD","01431","BK1237","LU0029875118.USD","LU0823426308.USD","LU0251143458.SGD","LU0359201612.USD","LU0228367735.SGD","02319","IE0031814852.USD","IE0008368742.USD","LU0106959298.USD","IE00B067MR52.USD","LU0307460666.USD","01117","LU1102505929.USD","LU0385154629.USD","LU0328353924.USD","BK1212","LU0320764755.SGD","IE00B29SXG58.USD","LU0228659784.USD","LU0650527681.SGD","LU0823426480.USD","LU0588546209.SGD"],"gpt_icon":0},{"id":"2514848497","title":"港股午评:恒指收跌1.06% 餐饮消费股表现强势","url":"https://stock-news.laohu8.com/highlight/detail?id=2514848497","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2514848497?lang=zh_cn&edition=full","pubTime":"2025-02-27 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机构料其去年自然利润率增长超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2514817684","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2514817684?lang=zh_cn&edition=full","pubTime":"2025-02-27 11:07","pubTimestamp":1740625620,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 蒙牛乳业(02319)盘中涨超5%,截至发稿,股价上涨4.60%,现报18.66港元,成交额4.17亿港元。\n 近日,蒙牛乳业发布盈利预警公告称,旗下贝拉米将有商誉和相关无形资产减值拨备,及联营公司现代牧业发生乳牛公允价值变动亏损和相关商誉减值。两项因素导致蒙牛2024年报表端净利润同比大幅下降,触发盈利预警。中金认为,蒙牛发盈警主要是受到累减值拨备,但撇除有关因素,蒙牛去年自然利润率增长超出市场预期。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"other","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/stock/hkstock/marketalerts/2025-02-27/doc-inemwuek7211586.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":"sina","symbols":["LU0320764755.SGD","IE00B0169L03.USD","LU0594300419.USD","IE0031814852.USD","LU0029875118.USD","SG9999002828.SGD","BK1553","LU1769817179.HKD","LU0315179316.USD","BK1237","BK1521","LU0163747925.USD","LU0543330483.HKD","LU0326950275.SGD","IE0008369823.USD","LU0211977185.USD","IE00B031J352.USD","LU0359201612.USD","02319","LU0259732245.USD","LU0385154629.USD","LU0251143458.SGD","IE0008368742.USD","LU1224709979.USD","IE00B067MR52.USD","BK1589","LU2045819591.USD","IE0032834883.USD","LU0173614495.USD","IE00B031HY20.USD","LU0128522157.USD","LU0328353924.USD","LU1439103000.SGD","LU1102505929.USD","LU1051768304.USD","IE00B29SXG58.USD","LU1515016050.SGD","LU1048588211.SGD","LU0471298777.SGD","LU0588546209.SGD","LU0359202008.SGD","LU0370786039.SGD","LU1769817096.USD","LU0823426480.USD","IE00B97KM107.HKD","LU0672654166.SGD","LU0228659784.USD","LU0823426308.USD","BK1597","LU0048580855.USD"],"gpt_icon":0},{"id":"2514916817","title":"【券商聚焦】华福证券首予中国圣牧(01432)“买入”评级 指其成长性在健康消费趋势背景下有望逐步显现","url":"https://stock-news.laohu8.com/highlight/detail?id=2514916817","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2514916817?lang=zh_cn&edition=full","pubTime":"2025-02-27 11:02","pubTimestamp":1740625325,"startTime":"0","endTime":"0","summary":"该行续指,中国圣牧地处内蒙古乌兰布和沙漠,是行业内公认的黄金奶源地。该行认为公司聚焦有机奶原奶业务,成长性在健康消费趋势背景下有望逐步显现,同时,公司生物资产公允价值有望受益于后续奶价企稳提升而具备较大扩张空间,届时预计将大幅提振利润表现,首次覆盖,给予“买入”评级。","market":"nz","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":"1954004","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":["02319","01432","161027"],"gpt_icon":0},{"id":"2514581471","title":"港股异动 | 蒙牛乳业(02319)盘中涨超5% 去年自然利润率增长超出市场预期 成本控制和营运效率改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2514581471","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2514581471?lang=zh_cn&edition=full","pubTime":"2025-02-27 10:39","pubTimestamp":1740623965,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,蒙牛乳业盘中涨超5%,截至发稿,涨3.7%,报18.5港元,成交额3.18亿港元。两项因素导致蒙牛2024年报表端净利润同比大幅下降,触发盈利预警。中金认为,蒙牛发盈警主要是受到累减值拨备,但撇除有关因素,蒙牛去年自然利润率增长超出市场预期。高盛发布研报称,蒙牛乳业近日发盈警,但股价表现正面反映蒙牛在去年经济下行周期中良好的成本控制和营运效率改善能力,同时认为盈利能见度和估值重估仍有进一步上升空间。","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/1255072.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0471298777.SGD","LU0106959298.USD","LU1102505762.USD","LU1048588211.SGD","LU0228367735.SGD","LU0072462343.USD","IE00B29SXG58.USD","BK1553","IE0031814852.USD","LU1515016050.SGD","LU0823426480.USD","LU0315179316.USD","LU1224709979.USD","LU0543330483.HKD","LU0672654166.SGD","IE0032834883.USD","LU0173614495.USD","LU0650527681.SGD","LU0348788117.USD","IE0008368742.USD","BK1589","LU0359202008.SGD","LU2045819591.USD","IE00B031J352.USD","LU0359201612.USD","IE0008369823.USD","SG9999002828.SGD","IE00B0169L03.USD","LU0128522157.USD","BK1521","BK1237","IE00B031HY20.USD","LU0328353924.USD","LU0737861699.HKD","BK1597","LU2125910500.SGD","LU1051768304.USD","LU0251143458.SGD","02319","IE00B97KM107.HKD","LU0594300419.USD","LU1439103000.SGD","LU0048580855.USD","LU1769817179.HKD","LU0823426308.USD","LU0385154629.USD","LU0163747925.USD","LU0259732245.USD","LU0029875118.USD","LU1102505929.USD"],"gpt_icon":0},{"id":"2514814476","title":"蒙牛乳业盘中异动 快速上涨5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2514814476","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2514814476?lang=zh_cn&edition=full","pubTime":"2025-02-27 10:32","pubTimestamp":1740623576,"startTime":"0","endTime":"0","summary":"2025年02月27日早盘10时32分,蒙牛乳业股票出现异动,股价大幅上涨5.04%。蒙牛乳业股票所在的乳制品行业中,整体涨幅为0.26%。其相关个股中,现代牧业、澳亚集团、蒙牛乳业涨幅较大,振幅较大的相关个股有澳亚集团、现代牧业、蒙牛乳业,振幅分别为8.62%、8.49%、5.72%。但没想到,贝拉米成为蒙牛奶粉业务上又一大“坑”。2022年3月,蒙牛启动对雅士利的私有化计划,成本为29.06亿港元。到2023年,蒙牛奶粉业务收入为38亿元,仅占蒙牛总收入的3.9%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250227103257abde9573&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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14:29","pubTimestamp":1740551340,"startTime":"0","endTime":"0","summary":"蒙牛乳业在2024年盈利预警中提到,联合公司现代牧业将计提相关生物资产减值亏损和商誉减值而发生净亏损约13.5亿至15.5亿元,对蒙牛乳业造成7.9亿至9亿元的报表亏损。2024年,因贝拉米经营和财务表现不及预期,蒙牛乳业将计提相关商誉和无形资产减值,减值金额预计在38亿至40亿元。值得一提的是,此前蒙牛乳业已于2021年、2022年对贝拉米分别计提商誉减值6.2亿元、7.42亿元。截至2024年6月末,蒙牛乳业商誉账面价值高达89.06亿元,远高于同行水平。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025022614434498932b44&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:14","pubTimestamp":1740492867,"startTime":"0","endTime":"0","summary":"2021年至2022年,蒙牛分别对贝拉米计提商誉减值6.2亿元、7.42亿元。计提巨额减值的背后对于蒙牛的新帅高飞来说,此次一次性减值前任的商誉,也为他留出了更多施展拳脚的空间。10月10日,蒙牛再次公告,卢敏放已辞去在公司的所有职务。遗憾的是,直至离任,卢敏放制定的“双千亿”目标仍未能完成。此次蒙牛计提巨额减值可以看做是“清扫”卢敏放时代的不良资产。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225222032a25383dd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:06","pubTimestamp":1740470770,"startTime":"0","endTime":"0","summary":"蒙牛,挥刀止血。原因在于,考虑到旗下的贝拉米、 现代牧业 经营情况不及预期,蒙牛将一次性计提相关商誉和资产减值,将近50亿的代价,也成为蒙牛史上最大减值事件。因此在公告发布第二日,蒙牛股价暴涨10.36%。截至目前,蒙牛持有现代牧业56.36%股权。2023年,蒙牛净利润同比下滑9.3%至48.09亿元;2024年上半年,净利润同比下滑19%至24.5亿元。2024年上半年,蒙牛冰淇淋、奶粉、奶酪业务加起来,仅占蒙牛总收入约15","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225162043a2531a86&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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巨额减值能否轻装上阵","url":"https://stock-news.laohu8.com/highlight/detail?id=2514803550","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2514803550?lang=zh_cn&edition=full","pubTime":"2025-02-25 09:50","pubTimestamp":1740448200,"startTime":"0","endTime":"0","summary":"券商分析师也对这次大额计提减值给予了利好解读,认为是减值落地轻装上阵。蒙牛乳业预计贝拉米在2024年度将会录得亏损。2021年、2022年蒙牛已先后计提6.2亿元和7.42亿元的商誉减值。除此之外,逐年攀升的商誉,对蒙牛而言也是一个巨大的潜在危机。其次,一向爱打广告的蒙牛,去年上半年销售及经销费用支出126.81亿元,同比下降8.8%。接棒蒙牛,对于高飞而言是一个艰巨的挑战。","market":"other","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/zmt/2025-02-25/doc-inemsfyi4639833.shtml","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":"sina","symbols":["IE0008369823.USD","LU0348788117.USD","LU0287142896.SGD","LU1769817179.HKD","LU1048588211.SGD","SG9999002828.SGD","BK1521","LU0588546209.SGD","LU0320764755.SGD","LU1051768304.USD","02319","LU0128522157.USD","LU1439103000.SGD","LU1102505762.USD","BK1553","LU0251143458.SGD","LU0651946864.USD","LU0672654166.SGD","IE00B031J352.USD","LU0359202008.SGD","LU1102505929.USD","LU2125910500.SGD","LU0048580855.USD","01117","IE00B97KM107.HKD","LU0163747925.USD","LU0173614495.USD","LU1515016050.SGD","IE00B067MR52.USD","LU0106959298.USD","IE0032834883.USD","IE0031814852.USD","LU0471298777.SGD","LU1224709979.USD","LU0315179316.USD","LU1023057109.AUD","LU0072462343.USD","LU0259732245.USD","IE00B031HY20.USD","LU2045819591.USD","LU0543330483.HKD","IE0008368742.USD","IE00B0169L03.USD","LU0307460666.USD","LU0370786039.SGD","BK1237","LU0594300419.USD","LU0328353924.USD","LU0823426480.USD","BK1589"],"gpt_icon":0},{"id":"2513453847","title":"乳企龙头蒙牛把自己利润玩“跳水”了","url":"https://stock-news.laohu8.com/highlight/detail?id=2513453847","media":"文轩财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2513453847?lang=zh_cn&edition=full","pubTime":"2025-02-24 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