港股详情

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优然牧业

3.620

-0.070-1.90%

成交量：1,769.80万

成交额：6,353.12万

市值：140.93亿

市盈率：-18.41

高：3.700

开：3.700

低：3.520

收：3.690

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：1.01

换手率：0.45%

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：1.17

市盈率(LYR):-18.41

市销率: 0.63

数据加载中...

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16:30","pubTimestamp":1758702637,"startTime":"0","endTime":"0","summary":"优然牧业北京时间09月24日，跌2.41%，卖空量成交111.8万股，较上一交易日减少34.81%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=nesSN2025092417264397a6b0b6&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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优然牧业股价跌2.41%，报收2.84元，成交金额7052.9万元，换手率0.63%，振幅3.09%，量比0.71。优然牧业今日主力资金净流出251.3万元，上一交易日主力净流出480.6万元。该股近5个交易日下跌10.13%，主力资金累计净流出888.8万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出1326.9万元，其中净流出天数为11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=nesSN20250924170121a440ac79&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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中信证券表示，Q3以来奶牛热应激减产叠加双节备货需求回暖，供需矛盾季节性缓解，短期牧业行业去化有所放缓，但长期反转逻辑维持。Q2以来肉牛价格持续回升，2024年以来能繁母牛去化影响持续显现，预计2026年肉牛供给端存在下降压力，该机构判断活牛价格仍有上行空间。继续看好肉牛原奶周期共振，推荐牧业养殖龙头，及原奶自给率行业领先的全产业链龙头。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966712","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":["LU0173614495.USD","HK0000320264.USD","LU1023057109.AUD","SG9999011746.SGD","HK0000306701.USD","LU0326950275.SGD","LU0650527681.SGD","06186","LU2125910500.SGD","LU1255011170.USD","BK1587","02319","LU0672654166.SGD","IE0009570106.USD","BK1237","BK1521","LU0328353924.USD","600030","LU0405327148.USD","SG9999014674.SGD","IE00B97KM107.HKD","06030","LU0320764755.SGD","01117","SG9999002828.SGD","LU0594300419.USD","LU1102505929.USD","HK0000320223.HKD","LU0370786039.SGD","LU1439103000.SGD","09858","LU0251143458.SGD","LU1655091616.SGD","HK0000306685.HKD","IE0008369823.USD","LU0315179316.USD","LU0737861699.HKD","IE00B031J352.USD","01432","LU0259732245.USD","LU1064131003.USD","LU1051768304.USD","LU0823426480.USD","BK1147","LU0287142896.SGD","LU0823426308.USD","LU0588546209.SGD","BK1500","LU0048580855.USD","BK1564"],"gpt_icon":0},{"id":"2569776147","title":"每日卖空追踪 | 优然牧业 09月22日卖空量成交58万股，卖空比例为1.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2569776147","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569776147?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 16:30","pubTimestamp":1758529842,"startTime":"0","endTime":"0","summary":"优然牧业北京时间09月22日，跌4.3%，卖空量成交58万股，较上一交易日减少35.77%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=nesSN20250922163642953d6ec5&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=nesSN20250922163642953d6ec5&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","BK1212","09858","BK1587"],"gpt_icon":0},{"id":"2569612597","title":"优然牧业盘中异动 下午盘快速下挫5.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2569612597","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569612597?lang=zh_cn&edition=fundamental","pubTime":"2025-09-22 14:28","pubTimestamp":1758522500,"startTime":"0","endTime":"0","summary":"2025年09月22日下午盘14时28分，优然牧业股票出现波动，股价快速下挫5.30%。截至发稿，该股报2.860港元/股，成交量3171.26万股，换手率0.81%，振幅5.96%。机构评级方面，在所有7家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。优然牧业股票所在的乳制品行业中，整体跌幅为0.16%。其相关个股中，澳亚集团、澳优、原生态牧业涨幅较大，振幅较大的相关个股有原生态牧业、优然牧业、澳亚集团，振幅分别为10.34%、5.63%、3.70%。","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=nesSN20250922142820a43baf7b&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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22:07","pubTimestamp":1758463656,"startTime":"0","endTime":"0","summary":"本周集团及大型猪场积极出栏，供应压力持续，猪价继续下跌。长期来看，近期商品猪/仔猪价格均创年内新低，育肥端/种猪端局部亏损已现，叠加政策产能调控，行业产能去化效果或逐步显现，有望推动长期猪价中枢上移，低成本优质猪企将获得超额收益。当前原奶价格处于周期底部，9月12日行业原奶价格跌至3.03元/公斤，周环比持平，较周期高点累计下跌31%。","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=nesSN20250921220743953bdc12&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=nesSN20250921220743953bdc12&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","01432","BK1237","BK1212","09858"],"gpt_icon":0},{"id":"2568296838","title":"每日卖空追踪 | 优然牧业 09月19日卖空量成交48.9万股，卖空比例为2.34%","url":"https://stock-news.laohu8.com/highlight/detail?id=2568296838","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568296838?lang=zh_cn&edition=fundamental","pubTime":"2025-09-19 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.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=nesSN2025091916373395384eb6&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","BK1587","09858"],"gpt_icon":0},{"id":"2568840010","title":"每日卖空追踪 | 优然牧业 09月18日卖空量成交78.4万股，卖空比例为2.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2568840010","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568840010?lang=zh_cn&edition=fundamental","pubTime":"2025-09-18 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18:25","pubTimestamp":1758104756,"startTime":"0","endTime":"0","summary":"在我们整理的20家乳制品上市企业半年报中，11家实现营收同比增长，9家出现下滑。报告期内，蒙牛乳业实现营收415.67亿元，同比下降6.9%，归母净利润20.45亿元。妙可蓝多营收与净利润双增长，营收25.67亿，同比增长7.98%；公司奶酪产品收入占比达83.67%，同比增长14.85%。今年以来，妙可蓝多加大对奶酪新产品的开发力度，覆盖儿童零食、家庭消费及餐饮工业等多场景需求。2025年上半年的乳企半年报，更像是一场“策略适配度测试”。","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=nesSN202509171900369798730e&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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股价大跌5.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2568045222","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568045222?lang=zh_cn&edition=fundamental","pubTime":"2025-09-17 13:24","pubTimestamp":1758086693,"startTime":"0","endTime":"0","summary":"2025年09月17日下午盘13时24分，优然牧业股票出现波动，股价急速下挫5.11%。截至发稿，该股报3.160港元/股，成交量1842.4万股，换手率0.47%，振幅6.91%。机构评级方面，在所有7家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。优然牧业股票所在的乳制品行业中，整体涨幅为0.01%。其相关个股中，中国圣牧、蒙牛乳业、阿尔法企业涨幅较大，振幅较大的相关个股有原生态牧业、优然牧业、中国圣牧，振幅分别为6.90%、6.61%、3.23%。","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=nesSN202509171324539797c61f&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=nesSN202509171324539797c61f&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","BK1237","BK1212"],"gpt_icon":0},{"id":"2567486621","title":"每日卖空追踪 | 优然牧业 09月16日卖空量成交45.4万股，卖空比例为2.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2567486621","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567486621?lang=zh_cn&edition=fundamental","pubTime":"2025-09-16 16:30","pubTimestamp":1758011441,"startTime":"0","endTime":"0","summary":"优然牧业北京时间09月16日，涨2.15%，卖空量成交45.4万股，较上一交易日减少47.7%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=nesSN20250916163548a723e76f&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=nesSN20250916163548a723e76f&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":["09858","BK1587","BK1212","BK1237"],"gpt_icon":0},{"id":"2567147835","title":"每日卖空追踪 | 优然牧业 09月15日卖空量成交41.4万股，卖空比例为1.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2567147835","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567147835?lang=zh_cn&edition=fundamental","pubTime":"2025-09-15 16:30","pubTimestamp":1757925040,"startTime":"0","endTime":"0","summary":"优然牧业北京时间09月15日，跌2.1%，卖空量成交41.4万股，较上一交易日增加34.85%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=nesSN20250915163522a4c71108&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=nesSN20250915163522a4c71108&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","BK1212","09858","BK1587"],"gpt_icon":0},{"id":"2567760195","title":"华福证券：猪价创年内新低 关注生猪产能调控","url":"https://stock-news.laohu8.com/highlight/detail?id=2567760195","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567760195?lang=zh_cn&edition=fundamental","pubTime":"2025-09-15 14:30","pubTimestamp":1757917859,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，华福证券发布研报称，9月12日全国生猪均价为13.35元/公斤，周环比-0.44元/公斤，创年内新低。华福证券主要观点如下：生猪养殖8月销售简报：猪企出栏增量、降重持续。本周养殖端出栏积极，猪价持续承压。截至9月11日当周生猪出栏均重128.32kg。风险提示动物疫病发生、大宗商品价格波动、自然灾害等风险。","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/1345165.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","09858","02419","BK1237","BK1587","161027"],"gpt_icon":0},{"id":"2567132136","title":"食品饮料行业周报：白酒报表逐步出清 茅台动销好转","url":"https://stock-news.laohu8.com/highlight/detail?id=2567132136","media":"国泰海通证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567132136?lang=zh_cn&edition=fundamental","pubTime":"2025-09-14 00:00","pubTimestamp":1757779200,"startTime":"0","endTime":"0","summary":"茅台官方数据显示，随着传统双节临近，8 月市场终端动销环比6-7 月有所回暖，8 月底以来环比增长显著，市场态势有望进一步向好；同时，公司坚持高质量可持续发展，结合动销表现，供需矛盾或将逐步缓解，有望对批价形成支撑，驱动板块估值修复。","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=nesSN20250914103627952bf7c6&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=nesSN20250914103627952bf7c6&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":["LU0831093199.SGD","83189","BK1237","LU0630378429.USD","01117","LU0630378692.HKD","LU0197773160.USD","IE0034224299.USD","BK1549","LU0197773673.USD","IE0003895053.USD","09858","LU0762540952.USD","00322","BK1610","03189"],"gpt_icon":0},{"id":"2567097559","title":"每日卖空追踪 | 优然牧业 09月12日卖空量成交13.4万股，卖空比例为0.78%","url":"https://stock-news.laohu8.com/highlight/detail?id=2567097559","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567097559?lang=zh_cn&edition=fundamental","pubTime":"2025-09-12 16:30","pubTimestamp":1757665843,"startTime":"0","endTime":"0","summary":"优然牧业北京时间09月12日，跌0.89%，卖空量成交13.4万股，较上一交易日减少88.93%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=nesSN20250912163615978ca976&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=nesSN20250912163615978ca976&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":"2566486669","title":"中国银河证券：上游奶价预计筑底 下游关注结构性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2566486669","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566486669?lang=zh_cn&edition=fundamental","pubTime":"2025-09-09 14:22","pubTimestamp":1757398963,"startTime":"0","endTime":"0","summary":"中国银河证券主要观点如下：上游原奶价格预计筑底8月主产区生鲜乳均价保持3.02元/kg低位，综合当前市场供需格局、行业发展动态及季节性因素来看，判断这一价格进一步下行的可能性已相对较低，当前3.02元/千克的价格水平，极有可能成为本轮生鲜乳价格周期中的底部最低价，后续价格有望逐步进入企稳回升通道。其中，常温奶作为液态奶市场的重要组成部分，近期消费疲弱态势较为明显。","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/1343023.html","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":"stock_zhitongcaijing","symbols":["601881","BK0276","BK0188","BK1147","BK1212","01112","09858","BK1553","BK1564","BK1587","LU2488822045.USD","06881","BK1237","SG9999014674.SGD","BK1597","161027"],"gpt_icon":0},{"id":"2566635223","title":"南向资金加仓港股消费！摩根士丹利：8 月这些股最火，2025 年流入榜出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2566635223","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566635223?lang=zh_cn&edition=fundamental","pubTime":"2025-09-08 22:38","pubTimestamp":1757342338,"startTime":"0","endTime":"0","summary":"一、8 月南向资金：港股消费股获 “清一色” 加仓从整体表现来看，8 月南向资金对港股消费股的配置意愿持续提升：覆盖范围：66 只符合沪港通 / 深港通交易条件的主要港股消费股；核心数据：8 月 1-29 日，66 只个股的南向资金平均持股占流通股比例，环比上升 0.8 个百分点；资金流向：35 只重点覆盖股中，35 只录得资金净流入，0 只出现流出，仅 1 只个股净流向为 0，“加仓” 成为主流。","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=nesSN20250908224545a4bb998e&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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16:30","pubTimestamp":1757320243,"startTime":"0","endTime":"0","summary":"优然牧业北京时间09月08日，涨2.03%，卖空量成交187.5万股%，较上一交易日减少32.92%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=nesSN202509081729229780e493&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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