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2025-03-04

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　中信里昂发布研报称，将蒙牛乳业（02319）评级从“跑赢大市”上调至高度确信的“跑赢大市”，目标价从20.1港元升至23.7港元。该行指出，预计中国奶制品行业将逐步改善。上游方面，预计原乳制品的供需增长差距正在减少，增强未来几季原乳价格回升的预期；下游方面，尽管年初至今需求依旧不温不火，但市场预计2025年第二季度基数...

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