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澳优乳业(1717.HK):短期业绩缺乏催化 长期有望跑赢行业
Australian excellent Dairy (1717.HK): short-term performance lack of catalysis is expected to outperform the industry in the long run

浦银国际 ·  {{timeTz}}

  中国乳制品行业,是中国消费领域为数不多同时受益于长期消费趋势演变及国家发展政策的消费板块。我们认为,中国乳制品行业主要具备四大优势:1)人均销量处于较低水平,未来增长空间大;2)受益于消费者健康意识提升与消费升级等趋势;3)高度契合国家战略发展方向,长期受国家政策支持;4)行业持续整合,竞争逐渐改善。这四大优势赋予了中国乳制品行业极高的长期增长确定性。我们首次覆盖澳优乳业(1717.HK),给予“持有”评级。

China's dairy industry is one of the few consumer sectors in China that have benefited from the evolution of long-term consumption trends and national development policies. We believe that China's dairy industry mainly has four major advantages: 1) per capita sales are at a low level and there is much room for growth in the future; 2) benefit from the trend of consumer health awareness and consumption upgrading; 3) it is highly in line with the national strategic development direction and has been supported by national policies for a long time; 4) the industry continues to integrate and competition gradually improves. These four advantages give China's dairy industry a high degree of certainty of long-term growth. For the first time, we have covered 1717.HK, giving it a "hold" rating.

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