【券商聚焦】中国银河：7月乳业行业供需格局逐渐趋于平衡_老虎社区_美港股上老虎

【券商聚焦】中国银河：7月乳业行业供需格局逐渐趋于平衡

金吾财讯09:28

金吾财讯 | 中国银河证券研究指，7月国内生鲜乳价格同比+0.3%，时隔近5年首次实现转正，反映行业供需格局逐渐趋于平衡，此外散奶价格已于3月开始率先实现上涨，强化奶价周期底部回升信号。展望后市，考虑到当前奶源结构与下游需求复苏态势，该机构判断此次奶价增速转正后的走势或与2016年较为相似，即呈现小幅温和上涨趋势，将推动下游竞争趋缓与减值损失减少，进而带动相关上市公司盈利能力修复。

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