【港股通】蒙牛乳业(02319)跌超4% 里昂指液态奶需求转弱削目标价至22港元

金吾资讯07-19

金吾财讯 | 蒙牛乳业(02319)股价走低，截止发稿，报14.56港元，跌4.21%，成交额2.06港元。里昂认为，中国今年以来原奶价格按年跌12%反映供需不平衡，受过剩产能削减程序慢于预期影响。该行渠道调查显示液态奶需求转弱，5月及6月销售按年双位数下跌，目前折扣更多为被动地回应需求疲软，预期产品价格在需求提升及去库存完成后复常。该行下调对蒙牛今年至2026年净利润预测10%至14%，目标价...

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【港股通】蒙牛乳业(02319)跌超4% 里昂指液态奶需求转弱 削目标价至22港元

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【港股通】蒙牛乳业(02319)跌超4% 里昂指液态奶需求转弱削目标价至22港元