fly杨的个人主页 - 老虎社区

fly杨

暂无个人介绍

IP属地：湖南

21关注

1粉丝

0主题

0勋章

2025-02-20

应该可以，接盘侠快来吧

2024-09-19

$小米集团-W(01810)$

2024-05-15

$小米集团-W(01810)$

2023-02-16

$小米集团-W(01810)$

2022-06-03

请问各位大佬们谁知道这个股怎么一直没有交易了，是什么情况？

2021-10-22

$金融界(JRJC)$美股今年什么时候才能好点[鬼脸]

2021-10-07

$Helbiz, Inc.(HLBZ)$希望今晚能大涨，200%也可以接受[开心]

2021-10-05

$上为集团(SGOC)$加油冲到7块💰看看

2021-10-02

怎么这段时间都是下跌

抱歉，原内容已删除

2021-08-10

好久都不来这里玩耍了，今天碰运气还行

2021-07-13

你的帐户上还有这么多米米，我是在老虎这里亏了3500多了

@虎虎生风888666:$腾盛博药-B(02137)$我倒是没中，23.14买了一手[流泪]

2021-07-06

破发

抱歉，原内容已删除

2021-06-26

这回京东物流是不是能涨一点了

抱歉，原内容已删除

2021-06-19

差评，亏损严重

@格隆汇:原奶巨头优然牧业(9858.HK)登陆港交所，迈入新一轮成长周期

2021-06-14

太厉害了，估计是役情影响，失业率高的原因，需要工作的人太多了

抱歉，原内容已删除

2021-06-12

$BOSS直聘(BZ)$价格还满意

去老虎APP查看更多动态

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Private Wealth Thematic Fund SPC。乳业板块长期以来都是消费股中一股重要力量，也是容易出牛股的地方。优然牧业是中国规模最大的乳业上游综合产品和服务提供商，作为国内乳业上游的重磅玩家，其长期价值该如何看待？下游需求长期走高，上游量价齐升可期整个乳业板块受到市场重视的一个重要原因在于，下游需求持续增长。与发达国家相比，我国的乳制品消费量仍存在巨大发展空间。若全部折算为液态奶计，2020年中国人均乳制品消耗量为42.1公斤，仅为欧盟的17.0%及美国的18.5%。在国家奶业振兴的大方针下，随着国民收入水平的提高，健康意识的提升，乳制品的消费量长期走高是一件高确定性事件。据行业数据显示，预计2020-2025年乳制品零售额的复合年增长率为8.5%，高端液态奶的零售销售额从2020年-2025年复合年增长率为15.0%。下游需求的持续增长，对于上游扩张是长期利好。另外，近两年头部乳企加紧跑马圈地，通过入股乃至控股的方式将各地优质奶源收入各自麾下，由此可见，优质奶源已经成为乳业产业链中最具价值的地方之一。由于需求的不断增长以及供给端的不足，全国原奶的价格处于上升周期。据农业农村部统计，原奶价格从2019年3832元/吨提升到2020年4152元/吨，在人们对于优质奶源的需求日益旺盛、饲料成本上行以及进口奶牛成本始终居于高位的背景下，原奶价格有望长期继续走高。在这样量价齐升的逻辑下，上游的头部企业最为受益。而以截至2020年6月30日奶牛存栏量计和2020年上半年的原料奶产量计，优然牧业都是全球最大的原奶提供商，其长期发展空间值得期待。近三年的数据也可侧面印证这一判断，作为公司主营业务的原奶业务营收","listText":"中国优然牧业集团有限公司（简称优然牧业）今日正式在港交所挂牌上市，发行价6.98港元。华泰国际及瑞信担任保荐人，基石投资者为中信保诚人寿保险公司和Harvest Private Wealth Thematic Fund SPC。乳业板块长期以来都是消费股中一股重要力量，也是容易出牛股的地方。优然牧业是中国规模最大的乳业上游综合产品和服务提供商，作为国内乳业上游的重磅玩家，其长期价值该如何看待？下游需求长期走高，上游量价齐升可期整个乳业板块受到市场重视的一个重要原因在于，下游需求持续增长。与发达国家相比，我国的乳制品消费量仍存在巨大发展空间。若全部折算为液态奶计，2020年中国人均乳制品消耗量为42.1公斤，仅为欧盟的17.0%及美国的18.5%。在国家奶业振兴的大方针下，随着国民收入水平的提高，健康意识的提升，乳制品的消费量长期走高是一件高确定性事件。据行业数据显示，预计2020-2025年乳制品零售额的复合年增长率为8.5%，高端液态奶的零售销售额从2020年-2025年复合年增长率为15.0%。下游需求的持续增长，对于上游扩张是长期利好。另外，近两年头部乳企加紧跑马圈地，通过入股乃至控股的方式将各地优质奶源收入各自麾下，由此可见，优质奶源已经成为乳业产业链中最具价值的地方之一。由于需求的不断增长以及供给端的不足，全国原奶的价格处于上升周期。据农业农村部统计，原奶价格从2019年3832元/吨提升到2020年4152元/吨，在人们对于优质奶源的需求日益旺盛、饲料成本上行以及进口奶牛成本始终居于高位的背景下，原奶价格有望长期继续走高。在这样量价齐升的逻辑下，上游的头部企业最为受益。而以截至2020年6月30日奶牛存栏量计和2020年上半年的原料奶产量计，优然牧业都是全球最大的原奶提供商，其长期发展空间值得期待。近三年的数据也可侧面印证这一判断，作为公司主营业务的原奶业务营收","text":"中国优然牧业集团有限公司（简称优然牧业）今日正式在港交所挂牌上市，发行价6.98港元。华泰国际及瑞信担任保荐人，基石投资者为中信保诚人寿保险公司和Harvest Private Wealth Thematic Fund 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