港股异动 | 优然牧业(09858)再涨超6% 本月底将进入MSCI全球小盘股指数公司受益牧场加速出清

智通财经2025-02-20

智通财经APP获悉，优然牧业(09858)再涨超6%，1月20日至今累计涨幅已近60%。截至发稿，涨6.06%，报2.45港元，成交额5034.22万港元。消息面上，2月12日，明晟公司(MSCI)公布了2月份指数审议结果，MSCI全球小盘股指数于中国地区纳入优然牧业等7只股，本次更新调整将于2月28日收盘后生效。分析人士指出，纳入MSCI指数有望大幅提升优然牧业的股票流动性。东方证券指出，我国...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2512495060?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-20 14:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2512495060","market":"us","top_or_hot":-1,"title":"港股异动 | 优然牧业(09858)再涨超6% 本月底将进入MSCI全球小盘股指数 公司受益牧场加速出清","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，优然牧业(09858)再涨超6%，1月20日至今累计涨幅已近60%。截至发稿，涨6.06%，报2.45港元，成交额5034.22万港元。消息面上，2月12日，明晟公司(MSCI)公布了2月份指数审议结果，MSCI全球小盘股指数于中国地区纳入优然牧业等7只股，本次更新调整将于2月28日收盘后生效。分析人士指出，纳入MSCI指数有望大幅提升优然牧业的股票流动性。东方证券指出，我国...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1252085.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 优然牧业(09858)再涨超6% 本月底将进入MSCI全球小盘股指数 公司受益牧场加速出清</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 优然牧业(09858)再涨超6% 本月底将进入MSCI全球小盘股指数 公司受益牧场加速出清\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 14:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1252085.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，优然牧业(09858)再涨超6%，1月20日至今累计涨幅已近60%。截至发稿，涨6.06%，报2.45港元，成交额5034.22万港元。消息面上，2月12日，明晟公司(MSCI)公布了2月份指数审议结果，MSCI全球小盘股指数于中国地区纳入优然牧业等7只股，本次更新调整将于2月28日收盘后生效。分析人士指出，纳入MSCI指数有望大幅提升优然牧业的股票流动性。东方证券指出，我国...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1252085.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0289960550.SGD","symbol_name":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1252085.html","article_id":"2512495060","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512495060","pubTimestamp":1740032566,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，优然牧业再涨超6%，1月20日至今累计涨幅已近60%。截至发稿，涨6.06%，报2.45港元，成交额5034.22万港元。消息面上，2月12日，明晟公司公布了2月份指数审议结果，MSCI全球小盘股指数于中国地区纳入优然牧业等7只股，本次更新调整将于2月28日收盘后生效。分析人士指出，纳入MSCI指数有望大幅提升优然牧业的股票流动性。预计25Q2牧场将加速出清。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4585":"ETF&股票定投概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","09858":"优然牧业","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4588":"碎股","BK4112":"金融交易所和数据","BK1237":"包装食品与肉类","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","MSCI":"MSCI Inc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK1212":"农产品","BK1587":"次新股"},"translate_title":"Changes in Hong Kong stocks Youran Animal Husbandry (09858) rose more than 6% and will enter the MSCI Global Small-Cap Index at the end of this month. Companies benefit from accelerated clearing of ranches","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSCI":1,"09858":1},"content_text":"智通财经APP获悉，优然牧业(09858)再涨超6%，1月20日至今累计涨幅已近60%。截至发稿，涨6.06%，报2.45港元，成交额5034.22万港元。消息面上，2月12日，明晟公司(MSCI)公布了2月份指数审议结果，MSCI全球小盘股指数于中国地区纳入优然牧业等7只股，本次更新调整将于2月28日收盘后生效。分析人士指出，纳入MSCI指数有望大幅提升优然牧业的股票流动性。东方证券指出，我国生鲜乳价格下跌导致奶牛牧场亏损面扩大，24年以来牧场存栏逐步去化，预计24年减少30-40万头奶牛存栏。预计25Q2牧场将加速出清。该行指出，优然牧业为国内最大的原料奶供应商，公司建设牧场的战略布局已完成，未来投资规模有望大幅缩减，资本开支有望下降；公司经营性现金流稳健增长，我们认为公司现金流向上拐点或已出现。预计24年全年奶牛公允价值下降10亿左右；若25年奶价跌幅收窄，则公司奶牛公允价值跌幅将同步收窄，意味着公司利润拐点早于奶价拐点。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,movement","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2512495060","isCrawlerRequest":true}

港股异动 | 优然牧业(09858)再涨超6% 本月底将进入MSCI全球小盘股指数 公司受益牧场加速出清

精彩评论

港股异动 | 优然牧业(09858)再涨超6% 本月底将进入MSCI全球小盘股指数公司受益牧场加速出清