港股详情

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优然牧业

3.690

+0.0100.27%

成交量：1,408.70万

成交额：5,141.54万

市值：143.65亿

市盈率：-18.77

高：3.750

开：3.750

低：3.590

收：3.680

52周最高：4.550

52周最低：1.230

股本：38.93亿

香港流通股本：38.93亿

量比：0.65

换手率：0.36%

股息：- -

股息率：- -

每股收益(LYR):-0.197

净资产收益率：-5.23%

总资产收益率：6.57%

市净率：1.19

市盈率(LYR):-18.77

市销率: 0.65

数据加载中...

总览公司新闻资讯公告

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优然牧业11月13日主力净流出428.5万元散户资金买入

每日卖空追踪 | 优然牧业 11月11日卖空量成交101.1万股，卖空比例为7.21%

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每日卖空追踪 | 优然牧业 11月06日卖空量成交218.9万股，卖空比例为9.85%

优然牧业11月05日主力净流入1508.9万元散户资金抛售

每日卖空追踪 | 优然牧业 11月03日卖空量成交334万股，卖空比例为5.71%

优然牧业11月03日获主力加仓695.9万元

优然牧业100座规模化牧场青贮收储约350万吨

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每日卖空追踪 | 优然牧业 10月31日卖空量成交183.2万股，卖空比例为4.42%

优然牧业10月31日主力净流入1436.2万元散户资金抛售

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每日卖空追踪 | 优然牧业 10月28日卖空量成交100.1万股，卖空比例为4.99%

优然牧业10月28日主力净流入776.7万元散户资金抛售

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华福证券：情绪助推猪价反弹关注二育进场持续性

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优然牧业股价跌2.37%，报收3.71元，成交金额7909.6万元，换手率0.54%，振幅6.32%，量比0.90。优然牧业今日主力资金净流出428.5万元，上一交易日主力净流入360.2万元。该股近5个交易日上涨8.41%，主力资金累计净流入429.8万元；近20日主力资金累计净流入3477.7万元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113162408a6f67b35&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113162408a6f67b35&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1212","BK1237","09858","BK1587"],"gpt_icon":0},{"id":"2582360084","title":"每日卖空追踪 | 优然牧业 11月11日卖空量成交101.1万股，卖空比例为7.21%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582360084","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582360084?lang=zh_cn&edition=fundamental","pubTime":"2025-11-11 16:30","pubTimestamp":1762849840,"startTime":"0","endTime":"0","summary":"优然牧业北京时间11月11日，涨0.82%，卖空量成交101.1万股，较上一交易日减少69.92%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111163601a4995a08&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111163601a4995a08&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1587","BK1237","BK1212","09858"],"gpt_icon":0},{"id":"2582801423","title":"9.13万吨！优然牧业获批行业单座牧场最高VCS碳信用额度","url":"https://stock-news.laohu8.com/highlight/detail?id=2582801423","media":"中国奶业协会","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582801423?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 19:31","pubTimestamp":1762774300,"startTime":"0","endTime":"0","summary":"近日，优然牧业驻马店牧场沼气利用项目经国际核证碳标准官方技术审核通过，并成功获得9.13万吨碳信用额度，这是国内牧场获得签发的最高碳信用额度。据了解，国际核证碳标准由全球领先的气候行动和环境标准制定机构VERRA建立，是全球规模最大、应用最广泛的自愿性温室气体减排项目标准。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110220201a49777d8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110220201a49777d8&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["09858","BK1587","BK1212","BK1237"],"gpt_icon":0},{"id":"2582809447","title":"每日卖空追踪 | 优然牧业 11月10日卖空量成交144.9万股，卖空比例为4.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582809447","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582809447?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 16:30","pubTimestamp":1762763436,"startTime":"0","endTime":"0","summary":"优然牧业北京时间11月10日，涨5.49%，卖空量成交144.9万股，较上一交易日减少43.92%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111016361194fafb46&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111016361194fafb46&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1237","BK1587","BK1212","09858"],"gpt_icon":0},{"id":"2582092378","title":"优然牧业盘中异动 下午盘股价大涨5.20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582092378","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582092378?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 13:15","pubTimestamp":1762751737,"startTime":"0","endTime":"0","summary":"2025年11月10日下午盘13时15分，优然牧业股票出现异动，股价大幅上涨5.20%。截至发稿，该股报3.640港元/股，成交量1807.6万股，换手率0.46%，振幅5.20%。资金方面，该股资金流入2602.35万港元，流出1686.01万港元。优然牧业股票所在的乳制品行业中，整体涨幅为0.31%。其相关个股中，优然牧业、蒙牛乳业、中国圣牧涨幅较大，振幅较大的相关个股有优然牧业、蒙牛乳业、原生态牧业，振幅分别为5.20%、4.86%、3.92%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111013153794faa11e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111013153794faa11e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1587","BK1237","09858","BK1212"],"gpt_icon":0},{"id":"2581405452","title":"每日卖空追踪 | 优然牧业 11月06日卖空量成交218.9万股，卖空比例为9.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581405452","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581405452?lang=zh_cn&edition=fundamental","pubTime":"2025-11-06 16:30","pubTimestamp":1762417838,"startTime":"0","endTime":"0","summary":"优然牧业北京时间11月06日，涨3.29%，卖空量成交218.9万股，较上一交易日减少52.09%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106163621a6e56b17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106163621a6e56b17&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1587","BK1237","BK1212","09858"],"gpt_icon":0},{"id":"2581109729","title":"优然牧业11月05日主力净流入1508.9万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2581109729","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581109729?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 16:15","pubTimestamp":1762330543,"startTime":"0","endTime":"0","summary":"11月05日, 优然牧业股价涨0.60%，报收3.34元，成交金额1.0亿元，换手率0.79%，振幅6.63%，量比0.99。优然牧业今日主力资金净流入1508.9万元，上一交易日主力净流出462.0万元。该股近5个交易日上涨8.09%，主力资金累计净流入3006.3万元；近20日主力资金累计净流入2190.0万元，其中净流入天数为10日。该股主力净额占比0.12%，港股市场排名69/2683。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511051619459755559c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511051619459755559c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1587","BK1237","09858","BK1212"],"gpt_icon":0},{"id":"2580292082","title":"每日卖空追踪 | 优然牧业 11月03日卖空量成交334万股，卖空比例为5.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2580292082","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580292082?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:30","pubTimestamp":1762158638,"startTime":"0","endTime":"0","summary":"优然牧业北京时间11月03日，涨7.1%，卖空量成交334万股，较上一交易日减少25.65%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103163529a6dd6abc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103163529a6dd6abc&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["09858","BK1587","BK1212","BK1237"],"gpt_icon":0},{"id":"2580292037","title":"优然牧业11月03日获主力加仓695.9万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2580292037","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2580292037?lang=zh_cn&edition=fundamental","pubTime":"2025-11-03 16:15","pubTimestamp":1762157737,"startTime":"0","endTime":"0","summary":"11月03日, 优然牧业股价涨7.10%，报收3.47元，成交金额2.0亿元，换手率1.50%，振幅11.42%，量比2.98。优然牧业今日主力资金净流入695.9万元，上一交易日主力净流入1436.2万元。该股近5个交易日上涨17.11%，主力资金累计净流入2631.0万元；近20日主力资金累计净流入1222.4万元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251103161843975079e0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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19:35","pubTimestamp":1762083321,"startTime":"0","endTime":"0","summary":"金秋十月，青贮玉米迎来集中收获期。2024年，全区种植青贮玉米1533万亩、燕麦200万亩、苜蓿206万亩，其中新增苜蓿种植面积20万亩，二级以上优质苜蓿产量129万吨。目前，优然牧业已在全国布局100座规模化大型牧场，养殖奶牛62.3万头，青贮需求量大，2025年青贮玉米收储约350万吨，可惠及农户30万余户。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251102193716a482bbb5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251102193716a482bbb5&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["09858","BK1587","BK1212","BK1237"],"gpt_icon":0},{"id":"2579949821","title":"每日卖空追踪 | 优然牧业 10月31日卖空量成交183.2万股，卖空比例为4.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2579949821","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579949821?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 16:30","pubTimestamp":1761899436,"startTime":"0","endTime":"0","summary":"优然牧业北京时间10月31日，涨5.88%，卖空量成交183.2万股，较上一交易日增加17.81%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031163532a6d87c39&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031163532a6d87c39&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1212","09858","BK1237","BK1587"],"gpt_icon":0},{"id":"2579749823","title":"优然牧业10月31日主力净流入1436.2万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2579749823","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579749823?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 16:15","pubTimestamp":1761898545,"startTime":"0","endTime":"0","summary":"10月31日, 优然牧业股价涨5.88%，报收3.24元，成交金额1.3亿元，换手率1.06%，振幅10.46%，量比2.99。优然牧业今日主力资金净流入1436.2万元，上一交易日主力净流出172.8万元。该股近5个交易日上涨6.27%，主力资金累计净流入1425.7万元；近20日主力资金累计净流入603.9万元，其中净流入天数为10日。该股主力净额占比0.11%，港股市场排名84/2683。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031162031a47f8add&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251031162031a47f8add&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1237","BK1212","09858","BK1587"],"gpt_icon":0},{"id":"2579485328","title":"【券商聚焦】中信建投：旺季需求仍较较弱 关注原奶价格拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2579485328","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579485328?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 09:05","pubTimestamp":1761872758,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投发研报指，短期来看，主产区原奶价格逐渐企稳，且散奶价格回升，原奶供需矛盾有所缓和。上游去化节奏看，随着奶价企稳9月奶牛存栏去化相对放缓，但行业仍处在深度亏损期，正处于青贮期，行业有望持续进行存栏去化，奶价周期拐点可期。从需求端来看，乳制品的需求仍表现出低温好于常温的趋势，部分乳业有可能持续推进结构优化，各地生育补贴政策落地也有一定预期，乳品深加工产能逐步投产，乳品需求或将触底。渠道层面，乳企加大会员商超、即时零售等新零售渠道布局。从盈利端，头部企业今年费率目标也希望稳中有降，预计盈利能力有望同比提升。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1968766","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HK0000320223.HKD","IE0032834883.USD","IE00B067MR52.USD","LU2045819591.USD","09858","BK1597","02319","LU0072462343.USD","IE0031814852.USD","LU0128522157.USD","LU0173614495.USD","01717","LU0737861699.HKD","LU0320764755.SGD","BK1500","LU1048588211.SGD","LU0259732245.USD","06186","BK1212","LU0029875118.USD","LU0348788117.USD","LU0106959298.USD","LU0359201885.HKD","LU1439103000.SGD","LU2125910500.SGD","BK1587","LU0543330483.HKD","IE0008368742.USD","LU0326950275.SGD","BK1521","LU1769817096.USD","LU0315179316.USD","LU1769817179.HKD","HK0000306685.HKD","HK0000320264.USD","SG9999011746.SGD","BK1553","LU0307460666.USD","LU0650527681.SGD","LU1102505762.USD","IE00B29SXG58.USD","LU0651946864.USD","SG9999002828.SGD","601066","IE0008369823.USD","IE00B031J352.USD","LU1102505929.USD","LU0370786039.SGD","IE00B0169L03.USD","LU0359202008.SGD"],"gpt_icon":0},{"id":"2579993663","title":"农林牧渔行业2026年度投资策略：生猪开启去化周期，肉牛延续景气上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2579993663","media":"开源证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2579993663?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 22:06","pubTimestamp":1761660366,"startTime":"0","endTime":"0","summary":"进口端，2025年全球牛肉供给收缩需求延续增长，全球牛价持续创新高，国内进口政策限制进一步驱动牛肉价格上行。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028220815a479f705&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028220815a479f705&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1212","09858","01432","BK1553","BK1500"],"gpt_icon":0},{"id":"2578933291","title":"每日卖空追踪 | 优然牧业 10月28日卖空量成交100.1万股，卖空比例为4.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=2578933291","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578933291?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 16:30","pubTimestamp":1761640239,"startTime":"0","endTime":"0","summary":"优然牧业北京时间10月28日，涨4.39%，卖空量成交100.1万股，较上一交易日减少36.04%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028163747a6d26155&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028163747a6d26155&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1237","BK1212","09858","BK1587"],"gpt_icon":0},{"id":"2578332779","title":"优然牧业10月28日主力净流入776.7万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2578332779","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578332779?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 16:15","pubTimestamp":1761639358,"startTime":"0","endTime":"0","summary":"10月28日, 优然牧业股价涨4.39%，报收3.09元，成交金额6178.2万元，换手率0.52%，振幅6.42%，量比1.62。优然牧业今日主力资金净流入776.7万元，上一交易日主力净流出105.0万元。该股近5个交易日下跌2.24%，主力资金累计净流出103.9万元；近20日主力资金累计净流入106.4万元，其中净流入天数为10日。该股主力净额占比0.07%，港股市场排名99/2687。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102816224597464350&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025102816224597464350&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1587","BK1237","09858","BK1212"],"gpt_icon":0},{"id":"2578337359","title":"【养殖天地】优然牧业100座规模化牧场青贮收储约350万吨","url":"https://stock-news.laohu8.com/highlight/detail?id=2578337359","media":"乳业资讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578337359?lang=zh_cn&edition=fundamental","pubTime":"2025-10-28 11:58","pubTimestamp":1761623908,"startTime":"0","endTime":"0","summary":"金秋十月，青贮玉米迎来集中收获期。近年来，内蒙古依托天然草原和人工草地优势，打造优质牧草全产业链。2024年，全区种植青贮玉米1533万亩、燕麦200万亩、苜蓿206万亩，其中新增苜蓿种植面积20万亩，二级以上优质苜蓿产量129万吨。目前，优然牧业已在全国布局100座规模化大型牧场，养殖奶牛62.3万头，青贮需求量大，2025年青贮玉米收储约350万吨，可惠及农户30万余户。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028123920a6d1fc24&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:52","pubTimestamp":1761623579,"startTime":"0","endTime":"0","summary":"本轮奶价进入下行周期末端，伴随存栏去化加速，有望迎来拐点，但在规模牧场占比提升背景下，奶价涨跌波动将显著平抑。天风证券则指出，9月以来，尽管双节前备货启动及学生奶生产需求带动部分区域散奶价格出现反弹，但主产区奶价整体仍保持稳定。该行认为，尽管双节因素对奶价形成短期支撑，但奶企去产能趋势仍在延续，待节日消费支撑减弱，去化趋势或更无需过度担忧。目前产能去化或已接近尾声，奶价周期拐点值得期待。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1361094.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1212","BK1237","BK1589","BK1500","09858","06186","01432","01117","BK1587","BK1597","SG9999014674.SGD","BK1553"],"gpt_icon":0},{"id":"2578691800","title":"华福证券：情绪助推猪价反弹 关注二育进场持续性","url":"https://stock-news.laohu8.com/highlight/detail?id=2578691800","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578691800?lang=zh_cn&edition=fundamental","pubTime":"2025-10-27 13:57","pubTimestamp":1761544630,"startTime":"0","endTime":"0","summary":"华福证券主要观点如下：生猪养殖：情绪推动猪价反弹，关注二育进场持续性上周猪价上涨。10月24日全国生猪均价为11.81元/公斤，周环比+0.63元/公斤。而猪价上涨将抬高二次育肥成本，关注二育进场持续性。当前原奶价格处于周期底部，10月17日行业原奶价格3.04元/公斤，周环比持平，较周期高点累计下跌31%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1360257.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1212","161027","02419","09858","BK1237","BK1587"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":192,"code":"91000000","status":"200"}]}}