【港股通】蒙牛乳业(02319)涨逾5% 机构料短期乳制品公司利润弹性已释放

金吾资讯07-17

金吾财讯 | 蒙牛乳业(02319)走势强劲，午后升幅又扩大趋势，截至发稿，报15.16港元，涨5.28%，成交额3.16亿港元。西南证券表示，短期看，乳制品公司利润弹性已释放：1）上游牧业产能释放叠加乳制品消费需求平稳，原奶价格下行，全年奶价仍将保持低位。2）乳制品企业费用投放效率普遍提高，进一步提高盈利水平。中长期看，乳制品板块整体盈利有望持续向上：1）牧业规模化程度加大，供给端非理性行为引起...

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