Group 1 - The stock of YouRan Agriculture (09858) increased by over 4%, currently up 4.61% at HKD 3.18, with a trading volume of HKD 82.68 million [1] - CITIC Securities indicates that short-term factors such as seasonal demand recovery and heat stress affecting dairy cows have slowed the reduction in dairy cow inventory over the past two months [1] - Despite short-term fluctuations, the underlying cyclical logic remains intact, suggesting that the current market correction presents a favorable investment opportunity within the larger cyclical speculation context [1] Group 2 - Guosheng Securities believes that milk prices are likely to exit the downward cycle, creating opportunities in the livestock and dairy sectors [1] - The firm anticipates that the current downward cycle of milk prices is nearing its end, with accelerated inventory reduction expected to lead to a turning point [1] - The increasing proportion of large-scale farms is expected to stabilize the fluctuations in milk prices, while narrowing price declines and reducing cow culling losses will improve profit margins for livestock companies [1]
优然牧业涨超4% 机构称牛周期下肉奶共振逻辑依旧不变