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港股异动 | 乳业股普涨 券商指乳制品消费需求稳健
Changes in Hong Kong stocks | the general rise in dairy stocks means that the consumer demand for dairy products is robust.

Gelonghui Finance ·  {{timeTz}}

格隆汇5月13日丨澳优涨约7%,原生态牧业涨超4%,现代牧业涨2.8%,蒙牛乳业、中国飞鹤等均有涨幅。海通国际报告称,2021年乳制品行业发展稳健,2022年景气度依旧旺盛,龙头企业有效控制原材料上涨的压力。同时费用率稳中有降,行业盈利能力将稳步提升。该行继续推荐整个乳制品板块,个股建议关注中国飞鹤、蒙牛乳业、澳优等。
值得注意的是,全球最大乳制品出口商恒天然日前下调了其对新西兰奶农的采购价格预期,因全球需求疲软。

On May 13th, Gelong Exchange rose about 7%, the original ecological animal husbandry rose by more than 4%, modern animal husbandry rose 2.8%, and China Mengniu Dairy and China Feihe Limited all increased. Haitong International report said that the dairy industry has developed steadily in 2021, and the prosperity is still strong in 2022. Leading enterprises have effectively controlled the pressure of rising raw materials. At the same time, the expense rate has declined steadily, and the profitability of the industry will improve steadily. The bank continues to recommend the entire dairy sector, individual stocks suggest to pay attention to China Feihe Limited, China Mengniu Dairy, Aoyou and so on.
It is worth noting that Fonterra, the world's largest dairy exporter, recently lowered its purchase price forecast for New Zealand dairy farmers because of weak global demand.

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