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09858 优然牧业
休市中 09-18 16:08:32
4.255
+0.045
+1.07%
最高
4.275
最低
4.160
成交量
2,683万
今开
4.230
昨收
4.210
日振幅
2.73%
总市值
191.09亿
流通市值
191.09亿
总股本
44.91亿
成交额
1.14亿
换手率
0.60%
流通股本
44.91亿
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
优然牧业2026年中期财报营收106.27亿元,经调整净利润21.62亿元
公告速递 · 09-18 16:44
优然牧业2026年中期财报营收106.27亿元,经调整净利润21.62亿元
【券商聚焦】华泰证券:下半年原奶周期有望走向供需平衡
金吾财讯 · 09-18 08:46
【券商聚焦】华泰证券:下半年原奶周期有望走向供需平衡
港股异动 | 原奶价格进入上行期 优然牧业(09858)涨超3% 现代牧业(01117)涨超2%
智通财经 · 09-17 14:51
港股异动 | 原奶价格进入上行期 优然牧业(09858)涨超3% 现代牧业(01117)涨超2%
【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
金吾财讯 · 09-07
【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
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%
智通财经 · 09-04
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%
【券商聚焦】国元国际维持优然牧业(09858)买入评级 指牧业将迎来周期反转
金吾财讯 · 09-02
【券商聚焦】国元国际维持优然牧业(09858)买入评级 指牧业将迎来周期反转
优然牧业8月无新增发行或股份变动
公告速递 · 09-01
优然牧业8月无新增发行或股份变动
牧业股走高 现代牧业(01117)涨8.9% 机构指原奶价格拐点已现
金吾财讯 · 09-01
牧业股走高 现代牧业(01117)涨8.9% 机构指原奶价格拐点已现
优然牧业现涨超8% 上半年股东应占溢利8.06亿元同比扭亏为盈
新浪港股 · 09-01
优然牧业现涨超8% 上半年股东应占溢利8.06亿元同比扭亏为盈
异动解读|优然牧业盘中上涨5.18%,中报扭亏为盈叠加乳业上游复苏预期升温
行情直击 · 09-01
异动解读|优然牧业盘中上涨5.18%,中报扭亏为盈叠加乳业上游复苏预期升温
异动解读|优然牧业盘中下跌6.38%,中报扭亏落地后资金获利了结
行情直击 · 08-26
异动解读|优然牧业盘中下跌6.38%,中报扭亏落地后资金获利了结
逆势突围!优然牧业(09858)2026年上半年净利润8.5亿元,盈利行业最高
智通财经网 · 08-25
逆势突围!优然牧业(09858)2026年上半年净利润8.5亿元,盈利行业最高
优然牧业(09858)上半年营收106.27亿元 扭亏为盈盈利8.45亿元
公告速递 · 08-25
优然牧业(09858)上半年营收106.27亿元 扭亏为盈盈利8.45亿元
优然牧业(09858.HK)发布中期业绩 股东应占溢利8.06亿元 同比扭亏为盈
智通财经 · 08-25
优然牧业(09858.HK)发布中期业绩 股东应占溢利8.06亿元 同比扭亏为盈
优然牧业:上半财年净利润8.06亿元
南方财经网 · 08-25
优然牧业:上半财年净利润8.06亿元
异动解读|优然牧业盘中上涨5.52%,原奶周期反转信号强化叠加中期业绩披露在即
行情直击 · 08-20
异动解读|优然牧业盘中上涨5.52%,原奶周期反转信号强化叠加中期业绩披露在即
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
金吾财讯 · 08-18
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
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%
智通财经 · 08-18
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%
异动解读|优然牧业盘中上涨5.32%,奶肉双周期共振叠加中期业绩即将披露
行情直击 · 08-18
异动解读|优然牧业盘中上涨5.32%,奶肉双周期共振叠加中期业绩即将披露
中信建投:原奶周期反转信号显现 上下游共迎经营修复窗口
智通财经 · 08-18
中信建投:原奶周期反转信号显现 上下游共迎经营修复窗口
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公司概况
公司名称:
优然牧业
所属市场:
SEHK
上市日期:
--
主营业务:
中国优然牧业集团有限公司是一家主要从事生产生鲜乳的公司。该公司经营两个分部。原料奶分部从事饲养及养殖奶牛及原料奶生产。原料奶业务向大型乳制品制造商供应优质生鲜乳及特色生鲜乳,特色生鲜乳主要包括娟姗奶、DHA奶、A2奶、有机奶、有机A2奶、富硒奶及有机娟姗奶等。反刍动物养殖系统化解决方案分部主要包括饲料业务、奶牛超市业务和育种业务。饲料业务主要提供反刍动物所需的精饲料与粗饲料。奶牛超市业务提供奶牛养殖耗用品,如兽药、畜牧设备及牧场其他用品等。育种业务提供奶牛、肉牛的普通冻精、性控冻精以及性控胚胎等。
发行价格:
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16:44","pubTimestamp":1789721068,"startTime":"0","endTime":"0","summary":"优然牧业披露的2026年中期财报显示,报告期内公司实现营收106.27亿元,同比增长3.3%。经生物资产公平值调整前的净利润为21.62亿元,同比增长8.9%。公司毛利率为30.0%,较上年同期的29.6%小幅提升0.4个百分点。报告期内经营活动所得现金净额34.13亿元,同比增长19%,显示出稳定的盈利与现金流能力。原料奶业务收入80.53亿元,同比增长2.0%,占总营收的75.8%。","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":"0","news_top_title":"优然牧业2026年中期财报营收106.27亿元,经调整净利润21.62亿元","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668915634","title":"【券商聚焦】华泰证券:下半年原奶周期有望走向供需平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2668915634","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668915634?lang=zh_cn&edition=full","pubTime":"2026-09-18 08:46","pubTimestamp":1789692360,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券发文研究称,据农业农村部监测数据显示,截至8月末,全国奶牛存栏575.9万头,环比去化0.9万头,去化幅度较7月(环比-0.4万头)重新扩大,产能出清方向并未改变。26年8月全国平均合同奶价已回升至3.06元/公斤、散奶价格回升至3.31元/公斤;叠加季节性因素,9月前两周散奶均价达3.63元/公斤。需求端,26年1-7月乳制品产量同比+6%,结束了24-25年的同比负增长。该机构指,原奶供给端持续去化&需求端弱复苏之下,26H2原奶周期有望走向供需平衡、原奶价格有望企稳回升,上游牧场的盈利弹性或持续释放,下游乳企的竞争费用亦有望收敛。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991909","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":["LU0164865239.USD","06186","LU0823426480.USD","09858","IE0008369823.USD","LU0211977185.USD","01117","KCE","LU0651946864.USD","LU1119993845.HKD","LU1979443071.USD","BK0012","LU0228367735.SGD","LU0048580855.USD","LU1102505929.USD","LU1439103000.SGD","LU0307460666.USD","BK1553","LU0128522157.USD","LU0640798160.USD","LU1023057109.AUD","LU0205439572.USD","LU0588546209.SGD","IE00B0169L03.USD","LU0029875118.USD","HK0000320264.USD","LU0572944931.SGD","LU1048588211.SGD","BK1237","LU0737861699.HKD","LU0359201885.HKD","BK1589","LU1769817096.USD","LU0702159699.USD","IE00B031HY20.USD","LU0871576103.HKD","BK1587","LU0370786039.SGD","HK0000306685.HKD","IE00B97KM107.HKD","IE0032834883.USD","LU0259732245.USD","BK0028","601688","IE0008368742.USD","LU0287142896.SGD","BK0188","LU0531971595.HKD","02319","LU1328615791.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668195120","title":"港股异动 | 原奶价格进入上行期 优然牧业(09858)涨超3% 现代牧业(01117)涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2668195120","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668195120?lang=zh_cn&edition=full","pubTime":"2026-09-17 14:51","pubTimestamp":1789627898,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,牧场龙头上扬,截至发稿,优然牧业(09858)涨3.3%,报4.22港元;现代牧业(01117)涨2.58%,报1.59港元。消息面上,当前原奶价格已经出现企稳信号,8月第4周全国主产省份生鲜乳平均价格3.06元/公斤,同比增长1.3%,环比持平,供给端方面,截至2026年6月末,全国奶牛存栏量约577.2万头,较2023年高点减少约12.5%。里昂研报指出,在原奶价格上行周期中,上游奶农通常享有更大盈利杠杆。假设其他因素不变,原奶价格每公斤上升10分人民币,将为现代牧业带来约3.2亿元人民币盈利(不包括圣牧的合并)。","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/1497312.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","BK1212","01117","BK1237","VXUS","BK4585","09858","SG9999014674.SGD","KCAI","BK1587","BK4588"],"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":"other","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":["LU2125910500.SGD","LU0128522157.USD","LU1224709979.USD","BK1147","01117","LU0163747925.USD","LU1769817096.USD","161027","LU0228659784.USD","LU1048588211.SGD","LU0259732245.USD","IE00B29SXG58.USD","SG9999002828.SGD","BK1237","LU1102505929.USD","LU0640798160.USD","02319","06186","IE00B067MR52.USD","LU0029875118.USD","02611","IE0009570106.USD","SG9999014674.SGD","IE0031814852.USD","601211","LU0287142896.SGD","HK0000306701.USD","LU0173614495.USD","BK1589","LU0205439572.USD","LU0737861699.HKD","LU0594300419.USD","BK1212","09858","HK0000320223.HKD","LU0048580855.USD","LU0359201885.HKD","LU1051768304.USD","BK0012","LU0385154629.USD","BK0276","HK0000320264.USD","LU0370786039.SGD","IE00B97KM107.HKD","LU0072462343.USD","LU0348788117.USD","KCE","LU1769817179.HKD","BK1500"],"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":"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/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":["VXUS","KCAI","BK1553","BK1587","SG9999014674.SGD","01117","BK4585","BK1237","09858","BK4588","BK1212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664891630","title":"【券商聚焦】国元国际维持优然牧业(09858)买入评级 指牧业将迎来周期反转","url":"https://stock-news.laohu8.com/highlight/detail?id=2664891630","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664891630?lang=zh_cn&edition=full","pubTime":"2026-09-02 14:49","pubTimestamp":1788331756,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国元国际发布研报指,优然牧业 2026年上半年实现收入106.3亿元人民币,同比增长3.3%;实现归母净利润8.06亿元人民币,同比+371.78%,扭亏为盈。剔除生物资产公平值影响后,实现利润21.6亿元人民币,同比增长8.9%。业务方面,公司原奶业务收入80.5亿元人民币,同比增长2.0%;反刍业务收入25.7亿元人民币,同比增长7.8%。原料奶总销量217万吨,同比增长6.6%;原奶平均售价3.70元人民币/公斤,同比下降4.39%。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990412","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","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1125334337","title":"优然牧业8月无新增发行或股份变动","url":"https://stock-news.laohu8.com/highlight/detail?id=1125334337","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1125334337?lang=zh_cn&edition=full","pubTime":"2026-09-01 16:36","pubTimestamp":1788251777,"startTime":"0","endTime":"0","summary":"中国优然牧业集团有限公司于2026年9月1日发布截至2026年8月31日的证券变动月报表。公告显示,公司本月股本结构及已发行股份数量均维持稳定,期末已发行股份总数为4,491,227,833股,与上月结存保持一致。报告期内,公司并无新增发行、购回、注销或库藏股活动,持股数量保持不变。此外,月报指出,公司向香港联合交易所有限公司确认,其在报告期内已持续符合上市规则有关公众持股量不低于18.85%的相关要求。本次月报由公司秘书余詠詩签署。","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":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09858"],"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":"hk","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":["09858","01117","SG9999014674.SGD","BK1587","BK1553","BK1237","BK1212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664879928","title":"优然牧业现涨超8% 上半年股东应占溢利8.06亿元同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2664879928","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664879928?lang=zh_cn&edition=full","pubTime":"2026-09-01 10:50","pubTimestamp":1788231000,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端优然牧业(09858)早盘涨超8%,截至发稿,股价上涨8.51%,现报4.40港元,成交额1.08亿港元。优然牧业今年上半年取得收入106.27亿元,同比增加3.3%;股东应占溢利8.06亿元,同比扭亏为盈。国投证券指,公司牧场经营能力领先,受益原奶价格周期与肉牛价格周期的反转,利润弹性可期。受益于原料奶市场价格降幅收窄、淘汰牛处置价差改善、奶牛饲喂成本下降及单产提升,生物资产公平值减销售成本调整产生的净损失同比大幅减亏9.16亿元至13.16亿元,成为业绩扭亏的核心驱动。","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/2026-09-01/doc-iniqhsee1612212.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1212","BK1587","BK1237","09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192192937","title":"异动解读|优然牧业盘中上涨5.18%,中报扭亏为盈叠加乳业上游复苏预期升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1192192937","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1192192937?lang=zh_cn&edition=full","pubTime":"2026-09-01 09:49","pubTimestamp":1788227389,"startTime":"0","endTime":"0","summary":"9月1日,优然牧业盘中上涨5.18%,报4.265港元,成交额1345.93万港元。消息面上,公司近日披露中期业绩,上半年实现营收106.27亿元,同比增长3.3%;归属于公司拥有人净利润8.06亿元,较上年同期亏损2.97亿元大幅扭亏。业绩改善主要受益于原料奶销量同比增长6.6%、饲料成本下降4.7%、成母牛单产提升,以及生物资产公允价值变动亏损由22.33亿元收窄至13.16亿元。","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":"优然牧业盘中上涨,中报扭亏叠加乳业复苏","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189386743","title":"异动解读|优然牧业盘中下跌6.38%,中报扭亏落地后资金获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=1189386743","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1189386743?lang=zh_cn&edition=full","pubTime":"2026-08-26 09:44","pubTimestamp":1787708645,"startTime":"0","endTime":"0","summary":"8月26日,优然牧业盘中下跌6.38%,报3.965港元/股,成交额1621.03万港元。业绩落在7月底盈喜公告指引的7.39亿至9.03亿元区间内,未超出市场预期上沿。此前7月29日盈喜披露当日股价已大涨逾8%,叠加近20个交易日南向资金累计净减持约7990万股,本次中报正式落地后呈现典型的\"利好兑现\"回调走势。同业现代牧业同日亦下跌4.55%,板块整体承压。","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":"优然牧业中报扭亏落地,资金获利了结","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662773613","title":"逆势突围!优然牧业(09858)2026年上半年净利润8.5亿元,盈利行业最高","url":"https://stock-news.laohu8.com/highlight/detail?id=2662773613","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662773613?lang=zh_cn&edition=full","pubTime":"2026-08-25 18:46","pubTimestamp":1787654776,"startTime":"0","endTime":"0","summary":"报告期内,公司实现总营收106.3亿元,同比增长3.3%;实现净利润8.5亿元,同比大幅增长442%,盈利增速与盈利质量双重超预期。","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260825/20260825184636_68089.png?x-oss-process=image/format,jpg/quality,q_40","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260825/20260825184636_68089.png?x-oss-process=image/format,jpg/quality,q_40"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1485212.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":"highlight_zhitongcaijin","symbols":["09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133487704","title":"优然牧业(09858)上半年营收106.27亿元 扭亏为盈盈利8.45亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1133487704","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1133487704?lang=zh_cn&edition=full","pubTime":"2026-08-25 17:37","pubTimestamp":1787650629,"startTime":"0","endTime":"0","summary":"2026年8月25日,中国香港——优然牧业公布截至2026年6月30日止六个月未经审核中期业绩。期内,公司收入106.27亿元,同比增长3.3%;毛利31.50亿元,同比增长2.1%;综合毛利率29.6%,较上年同期下降0.4个百分点。期内溢利8.45亿元,上年同期为亏损2.47亿元,同比增幅442.0%,实现扭亏为盈;归属于公司拥有人之溢利8.06亿元,上年同期为亏损2.97亿元,同比增长371.8%。","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":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09858"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662780002","title":"优然牧业(09858.HK)发布中期业绩 股东应占溢利8.06亿元 同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2662780002","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662780002?lang=zh_cn&edition=full","pubTime":"2026-08-25 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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":["BK1212","BK1237","SG9999014674.SGD","01117","BK1553","BK1587","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% 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