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【港股通】蒙牛乳业(02319)涨7.44% 华泰证券指政策催化下 乳制品需求有望得到改善

[Hong Kong Stock Connect] MENGNIU DAIRY (02319) rose 7.44%. HTSC pointed out that under policy catalysis, the demand for Dairy Products is expected to improve.

Jingwu Financial News | MENGNIU DAIRY (02319) stock price rises, as of the time of writing, up 7.44%, reported at 18.8 HKD, with a trading volume of 0.515 billion HKD.

In terms of news, HTSC pointed out that looking forward to 2025, previously seven ministries jointly issued a notification to stimulate the Consumer policies for the Dairy industry, with the policy catalyzing and the demand for Dairy Products expected to improve; it is recommended to focus on the sales performance during the Spring Festival peak season, with gifting scenarios expected to boost the demand for high-end liquid milk, and driven by leading dairy companies anchoring high-quality development and actively laying out high-end categories like organic products, an improvement in product structure is anticipated. In addition, on October 28, the General Office of the State Council issued several measures on expediting the improvement of the fertility support policy system to promote the construction of a fertility-friendly society, aimed at boosting birth rates. The bank is Bullish on the emphasis on top-level design for fertility support, and the concentration of the milk powder industry remains a mainline.

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