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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
現代牧業
1.650
-0.005
-0.30%
手動刷新
成交量：
1,490.50萬
成交額：
2,465.66萬
市值：
130.61億
市盈率：
-9.79
高：
1.700
開：
1.660
低：
1.630
收：
1.655
52周最高：
1.735
52周最低：
0.880
股本：
79.16億
香港流通股本：
79.16億
量比：
1.00
換手率：
0.19%
股息：
- -
股息率：
- -
每股收益(LYR):
-0.169
淨資產收益率：
-1.75%
總資產收益率：
4.09%
市淨率：
1.27
市盈率(LYR):
-9.79
市銷率:
0.85
資料載入中...
總覽
公司
新聞
公告
現代牧業更新2026年5月股份變動月報表，股本保持穩定
公告速递
·
06/01
現代牧業(01117)出現大手買入190萬股，成交價$1.15，涉資218.5萬
阿斯达克财经
·
06/01
現代牧業與中國聖牧聯合公告：延長寄發收購要約文件最後時限至6月19日
公告速递
·
05/29
現代牧業(01117)出現大手買入210萬股，成交價$1.15，涉資241.5萬
阿斯达克财经
·
05/27
持股突破31.26%觸發強制要約，現代牧業0.35港元/股全盤吞併中國聖牧
广州日报新花城
·
05/22
現代牧業完成收購中國聖牧1.28%股份 持股超30%觸發強制現金要約
公告速递
·
05/22
乳製品股普跌 現代牧業(01117)跌5%、優然牧業(09858)跌4.72%
金吾财讯
·
05/22
現代牧業(01117)首次入選標普全球《可持續發展年鑑》 以「最佳進步」詮釋長期主義
智通财经
·
05/21
現代牧業(01117)出現大手買入130萬股，成交價$1.22，涉資158.6萬
阿斯达克财经
·
05/21
現代牧業(01117)出現大手賣出140萬股，成交價$1.17，涉資163.8萬
阿斯达克财经
·
05/18
港股異動 | 現代牧業(09858)現升逾6% 奶牛去化有望加速 機構指奶價周期即將步入反轉
智通财经
·
05/14
原奶價格處淡季 優然牧業(09858)續跌7.76%領跌牧業股
金吾财讯
·
05/12
現代牧業(01117)股價下跌5.185%，現價港幣$1.28
阿斯达克财经
·
05/12
【券商聚焦】華泰證券：白酒深度調整，大眾品開門紅兑現
金吾财讯
·
05/12
港股異動 | 中國聖牧(01432)升逾6% 現代牧業要約收購事項獲反壟斷批准
智通财经
·
05/08
現代牧業收購中國聖牧獲反壟斷批准 購股協議先決條件達成
公告速递
·
05/07
現代牧業併購中國聖牧有機奶項目獲市場監管總局反壟斷批准
美股速递
·
05/07
現代牧業2026年4月股份變動月報：股本維持穩定
公告速递
·
05/04
乳企業績分化背後的價格戰
中国经营网
·
05/02
現代牧業(01117)：現代牧業(集團)一季度營業收入34.52億元 按年增長11.68%
智通财经
·
04/29
更多
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20:52","pubTimestamp":1780059131,"startTime":"0","endTime":"0","summary":"中国现代牧业控股有限公司与中国圣牧有机奶业有限公司联合发布公告称，将进一步延长寄发有关现代牧业收购中国圣牧的要约文件的最后时限。公告显示，现代牧业通过中信里昂证券提出强制有条件现金要约，拟收购中国圣牧全部已发行股份。公告指出，有关要约的详细时间表将载于要约文件及双方后续发布的公告中，现代牧业及中国圣牧将根据上市规则及收购守则适时作出进一步公告。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"现代牧业与中国圣牧联合公告：延长寄发收购要约文件最后时限至6月19日","news_tag":"merge,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638579698","title":"現代牧業(01117)出現大手買入210萬股，成交價$1.15，涉資241.5萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2638579698","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638579698?lang=zh_tw&edition=fundamental","pubTime":"2026-05-27 13:40","pubTimestamp":1779860400,"startTime":"0","endTime":"0","summary":"[大手成交]现代牧业(01117)在下午01:40出现大手买入，成交量为210万，成交价为港币$1.15，涉资241.5万。至目前为止，股价跌2.564%，今日最高价为$1.16，而最低价为$1.12，总成交量为1.422千万股，总成交金额港币$1.621千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605277623/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605277623/aamm-all-category","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":"aastocks_highlight","symbols":["01117","BK1212","SG9999014674.SGD","BK1553"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637172163","title":"持股突破31.26%觸發強制要約，現代牧業0.35港元/股全盤吞併中國聖牧","url":"https://stock-news.laohu8.com/highlight/detail?id=2637172163","media":"广州日报新花城","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637172163?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 21:44","pubTimestamp":1779457487,"startTime":"0","endTime":"0","summary":"港股乳业板块今日（5月22日）传来重大整合信号。中国现代牧业控股有限公司（01117.HK，下称“现代牧业”）宣布，其收购中国圣牧有机奶业有限公司（01432.HK，下称“中国圣牧”）股权的先决条件已全部达成，正式启动强制全面要约收购。根据公告，现代牧业于5月22日完成收购1.072亿股中国圣牧股份，占其已发行股本的1.28%，代价总额为3752万港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605223747043856.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605223747043856.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1553","EWH","SG9999014674.SGD","01117","BK1212","01432","BK1500"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1142442207","title":"現代牧業完成收購中國聖牧1.28%股份 持股超30%觸發強制現金要約","url":"https://stock-news.laohu8.com/highlight/detail?id=1142442207","media":"公告速递","labels":["shareholding","merge","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142442207?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 16:36","pubTimestamp":1779438990,"startTime":"0","endTime":"0","summary":"中国现代牧业控股有限公司与中国圣牧有机奶业有限公司联合公告称，现代牧业已于2026年5月22日完成收购中国圣牧部分股份，交易完成后其持股比例超30%，触发强制现金要约。根据公告，现代牧业于2025年10月30日与相关售股股东订立购股协议，收购1.072亿股中国圣牧股份，占中国圣牧已发行股本总额约1.28%，总代价为3752万港元。交易完成后，现代牧业及其一致行动人合计持有中国圣牧26.2038亿股股份，占已发行股本总额的31.26%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"现代牧业完成收购中国圣牧1.28%股份 持股超30%触发强制现金要约","news_tag":"shareholding,merge,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01117"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637512362","title":"乳製品股普跌 現代牧業(01117)跌5%、優然牧業(09858)跌4.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637512362","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637512362?lang=zh_tw&edition=fundamental","pubTime":"2026-05-22 10:57","pubTimestamp":1779418666,"startTime":"0","endTime":"0","summary":"金吾财讯 | 乳制品股普跌，现代牧业 跌5.00%，优然牧业跌4.72%，蒙牛乳业跌3.95%，原生态牧业跌1.67%，中国飞鹤跌1.26%。华源证券表示，2025年，伊利、蒙牛收入承压但净利率提升，利润增长良好；新乳业受益低温业务双位数增长，收入稳健、净利率持续上行。2026年Q1，伊利液体乳收入增速较2025年转正，印证行业复苏趋势。2026Q1我国肉牛出栏1175万头，同比-3.2%，牛肉产量189万吨，同比-1.4%，供给收缩信号逐步显现。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982031","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":["LU0588546209.SGD","LU0672654166.SGD","LU0328353924.USD","IE0008368742.USD","LU0359202008.SGD","IE00B0169L03.USD","LU0651946864.USD","LU1048588211.SGD","LU0251143458.SGD","LU1102505762.USD","BK1212","IE0032834883.USD","09858","IE0031814852.USD","LU0359201885.HKD","IE00B97KM107.HKD","01117","02319","BK1597","SG9999014674.SGD","LU0048580855.USD","01431","LU0471298777.SGD","LU0640798160.USD","LU0823426480.USD","LU0173614495.USD","SG9999011746.SGD","IE00B031HY20.USD","LU0287142896.SGD","LU1023057109.AUD","LU0072462343.USD","HK0000306701.USD","LU1769817096.USD","LU0211977185.USD","LU1102505929.USD","LU2125910500.SGD","BK1553","LU0228367735.SGD","LU1115378108.SGD","LU0702159343.USD","IE00B067MR52.USD","IE00B29SXG58.USD","IE0009570106.USD","06186","HK0000320264.USD","LU0650527681.SGD","LU0737861699.HKD","LU1769817179.HKD","LU0543330483.HKD","LU1224709979.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637538892","title":"現代牧業(01117)首次入選標普全球《可持續發展年鑑》 以「最佳進步」詮釋長期主義","url":"https://stock-news.laohu8.com/highlight/detail?id=2637538892","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637538892?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 15:46","pubTimestamp":1779349607,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，5月21日，现代牧业参加了标普全球正式发布《可持续发展年鉴(中国版)2026》发布典礼暨可持续发展论坛。值得强调的是，基于同一标普CSA问卷的优异表现，现代牧业今年亦首次成功入选标普全球《可持续发展年鉴》，荣膺“可持续发展年鉴成员企业”及“行业最佳进步企业”两项殊荣。与此同时，现代牧业也成功在全球版年鉴中脱颖而出，荣膺“可持续发展年鉴成员企业”及“行业最佳进步企业”称号。","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/1444440.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":["LU0158827781.USD","LU1989773731.SGD","SG9999014880.SGD","GB00BDT5M118.USD","BK1553","LU0354030438.USD","BK4112","LU0094547139.USD","SG9999018865.SGD","LU2264538146.SGD","IE00B19Z9505.USD","SG9999001077.SGD","LU1989772923.USD","BK1212","LU1989764664.SGD","BK4534","LU0154236417.USD","01117","LU2764263203.CNY","SPGI","SG9999014674.SGD","LU2506951875.HKD","LU0823417653.USD","LU1988902786.USD","LU2089283258.USD","LU2271345857.HKD","LU0971096721.USD","LU2764262908.HKD","SGXZ31699556.SGD","LU0354030511.USD","LU1989772840.SGD","LU0097036916.USD","LU2111349929.HKD","LU1633808545.USD","LU0289960550.SGD","BK4581","LU2506952097.USD","LU1363072403.SGD","BK4566","LU2095319765.USD","LU2764263039.SGD","LU1804176565.USD","LU0868494617.USD","SG9999014898.SGD","LU2210150020.SGD","LU1496350171.SGD","LU0345774391.USD","LU2506951958.HKD","LU2023251221.USD","LU0823417737.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637016318","title":"現代牧業(01117)出現大手買入130萬股，成交價$1.22，涉資158.6萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2637016318","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2637016318?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 13:10","pubTimestamp":1779340200,"startTime":"0","endTime":"0","summary":"[大手成交]现代牧业(01117)在下午01:10出现大手买入，成交量为130万，成交价为港币$1.22，涉资158.6万。至目前为止，股价升3.39%，今日最高价为$1.23，而最低价为$1.19，总成交量为1.865千万股，总成交金额港币$2.265千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132514810_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605216381/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605216381/aamm-all-category","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":"aastocks_highlight","symbols":["BK1553","SG9999014674.SGD","01117","BK1212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636046522","title":"現代牧業(01117)出現大手賣出140萬股，成交價$1.17，涉資163.8萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2636046522","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636046522?lang=zh_tw&edition=fundamental","pubTime":"2026-05-18 11:25","pubTimestamp":1779074700,"startTime":"0","endTime":"0","summary":"[大手成交]现代牧业(01117)在上午11:25出现大手卖出，成交量为140万，成交价为港币$1.17，涉资163.8万。至目前为止，股价跌6.4%，今日最高价为$1.24，而最低价为$1.17，总成交量为2.235千万股，总成交金额港币$2.665千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605187855/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAV2605187855/aamm-all-category","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":"aastocks_highlight","symbols":["SG9999014674.SGD","BK1212","01117","BK1553"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635796130","title":"港股異動 | 現代牧業(09858)現升逾6% 奶牛去化有望加速 機構指奶價周期即將步入反轉","url":"https://stock-news.laohu8.com/highlight/detail?id=2635796130","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635796130?lang=zh_tw&edition=fundamental","pubTime":"2026-05-14 15:07","pubTimestamp":1778742445,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，现代牧业(09858)盘中涨超8%，截至发稿，涨5.68%，报3.35港元，成交额1.23亿港元。消息面上，参考农业农村部统计，截至4月30日，国内主产区原奶均价为3.02元/kg，周度环比+0.3%，同比-2%。现有原奶价格下，行业普遍都处于现金亏损状态，后续叠加肉价上涨刺激淘汰，产能预计还会加速去化。华西证券发布研报称，展望今年奶价，该行认为供给端出清将持续，需求端有望逐步恢复，奶价周期即将步入反转。中期来看，由于供给端产能去化后短期难以回补，未来2-3年或将维持紧平衡状态。公司作为行业龙头企业，有望在本轮行业调整中受益，未来周期反转将释放较大弹性。","market":"us","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/1441655.html","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":"stock_zhitongcaijing","symbols":["BK1212","BK1553","09858","01117","BK4588","BK1237","SG9999014674.SGD","BK1587","VXUS","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634126389","title":"原奶價格處淡季 優然牧業(09858)續跌7.76%領跌牧業股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634126389","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634126389?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 11:33","pubTimestamp":1778556795,"startTime":"0","endTime":"0","summary":"金吾财讯 | 优然牧业 连跌两日，最新报3.33港元，跌幅7.76%，成交额1.49亿港元。此外，现代牧业跌5.93%，中国圣牧跌1.47%，澳优跌1.27%。申银万国证券表示，肉牛价格继续保持强势，原奶价格淡季保持平稳，看好26H2开启反弹周期。据农业农村部，4月30日主产区生鲜乳均价3.02元/kg，周环比持平，原奶淡季价格好于此前预期，淡季不淡的趋势或印证供需两端的边际改善，该机构仍看好2026年下半年原奶价格的逐步回升。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981139","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1597","01117","BK1212","BK1587","BK1237","09858","01717","BK1553","SG9999014674.SGD","BK1500","01432"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634250589","title":"現代牧業(01117)股價下跌5.185%，現價港幣$1.28","url":"https://stock-news.laohu8.com/highlight/detail?id=2634250589","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634250589?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 10:25","pubTimestamp":1778552700,"startTime":"0","endTime":"0","summary":"[下跌股]现代牧业(01117) 股价在上午10:25比前收市价下跌5.185%，现股价为港币$1.28。至目前为止，今日最高价为$1.36，而最低价为$1.28。总成交量为534.8万股，总成交金额为港币$701.468万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152743541_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD260512957/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD260512957/aamm-all-category","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":"aastocks_highlight","symbols":["01117","SG9999014674.SGD","BK1553","BK1212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634625478","title":"【券商聚焦】華泰證券：白酒深度調整，大眾品開門紅兑現","url":"https://stock-news.laohu8.com/highlight/detail?id=2634625478","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634625478?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 09:13","pubTimestamp":1778548423,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，白酒板块经过25年压力深度释放后蓄势触底，26Q1板块营收/利润增速降幅环比大幅收窄。速冻食品板块呈现筑底反弹，25/26旺季需求旺盛，行业竞争同比明显趋缓，26Q1扣非归母净利率同比提升；乳制品春节期间开门红表现较好，看好供给端持续出清&需求弱复苏背景下奶价企稳；饮料25年部分品类受外卖价格战冲击，成本红利与竞争压力对冲后盈利基本平稳；啤酒因25年受政策/天气影响、量价承压，看好旺季低基数修复；调味品25年基本面企稳，看好龙头提份额以及改革成果兑现；休闲食品25年因龙头主动调整及春节错期承压，26Q1旺季受益实现开门红。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981114","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":null,"symbols":["09858","601688","IE0008368742.USD","LU1794554557.SGD","00291","01117","LU0359202008.SGD","LU0315179316.USD","LU0543330483.HKD","LU0228367735.SGD","02319","BK1521","BK1589","LU2125910500.SGD","IE00B031J352.USD","LU1515016050.SGD","LU1781817850.SGD","LU0173614495.USD","HK0000306685.HKD","LU1051768304.USD","IE0009570106.USD","LU1769817096.USD","LU0651946864.USD","LU0359201612.USD","HK0000306701.USD","LU1580142542.USD","LU1064131003.USD","LU0348788117.USD","LU1064130708.USD","LU1115378108.SGD","LU1328615791.USD","BK1237","LU2045819591.USD","06979","BK1500","LU0650527681.SGD","LU0702159699.USD","80291","CRHKY","BK0276","LU0385154629.USD","06186","LU0871576103.HKD","LU0211977185.USD","BK1604","BK1553","LU0128522157.USD","BK1180","LU0702159343.USD","LU0287142896.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633488821","title":"港股異動 | 中國聖牧(01432)升逾6% 現代牧業要約收購事項獲反壟斷批准","url":"https://stock-news.laohu8.com/highlight/detail?id=2633488821","media":"智通财经","labels":["policyRegulatory","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633488821?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 11:05","pubTimestamp":1778209518,"startTime":"0","endTime":"0","summary":"消息面上，5月7日晚，现代牧业及中国圣牧联合公布，有关现代牧业提出可能强制有条件现金要约以收购中国圣牧全部股份，其中一项先决条件已达成。去年10月30日，现代牧业宣布斥3752万港元增持中国圣牧1.28%股权，而蒙牛奶业把所持中国圣牧24.9%股权的表决权授予现代牧业，现代牧业按例向中国圣牧提出可能强制有条件现金要约，每股要约价0.35港元，比前一日收报0.305港元溢价14.75%。","market":"sh","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/1439403.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01432","BK1553","BK1212","BK4585","BK1500","01117","SG9999014674.SGD","BK4588","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160100914","title":"現代牧業收購中國聖牧獲反壟斷批准 購股協議先決條件達成","url":"https://stock-news.laohu8.com/highlight/detail?id=1160100914","media":"公告速递","labels":["merge","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160100914?lang=zh_tw&edition=fundamental","pubTime":"2026-05-07 19:21","pubTimestamp":1778152907,"startTime":"0","endTime":"0","summary":"中国现代牧业控股有限公司与中国圣牧有机奶业有限公司5月7日联合公告称，现代牧业就收购中国圣牧股份相关交易已取得国家市场监督管理总局的反垄断批准，购股协议项下关键先决条件已达成。由于购股协议完成仍需其他先决条件达成或豁免，交易存在不确定性。现代牧业及中国圣牧股东及潜在投资者在买卖两家公司股份时应审慎行事，如有疑问可咨询专业顾问。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"现代牧业收购中国圣牧获反垄断批准 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19:17","pubTimestamp":1778152637,"startTime":"0","endTime":"0","summary":"2026年5月7日，现代牧业正式获得国家市场监督管理总局反垄断局出具的经营者集中反垄断审查不予禁止决定书，标志着其收购中国圣牧有机奶业有限公司股权交易通过反垄断审核。此次反垄断审查的通过为现代牧业整合中国圣牧有机奶产业链扫清了关键政策障碍。市场分析指出，此次并购将强化现代牧业在有机奶细分领域的定价权与市场份额。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":null,"symbols":["SG9999014674.SGD","01117","BK1553","BK1212"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140050456","title":"現代牧業2026年4月股份變動月報：股本維持穩定","url":"https://stock-news.laohu8.com/highlight/detail?id=1140050456","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140050456?lang=zh_tw&edition=fundamental","pubTime":"2026-05-04 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03:58","pubTimestamp":1777665488,"startTime":"0","endTime":"0","summary":"“原价83.7元一箱，现价63元。”在成都一家超市里，优赐圣牧有机奶（200ml×16盒）的促销力度很大。同样的规格，有超市售价最低为55.9元/箱。目前，在商超促销的不只圣牧有机奶，还有多个品牌。与此同时，下降的还有乳企的业绩。根据《中国经营报》记者不完全统计，截至4月30日，已经发布2025年业绩的上市乳企中，净利润亏损的企业为7家。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605023727498535.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605023727498535.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_eastmoney","symbols":["LU0862451753.SGD","IE00BVYPNQ40.USD","SG9999014674.SGD","LU2148510915.USD","BK0188","BK1212","LU1655091616.SGD","SG9999002828.SGD","BK0015","BK1500","BK0187","IE00BGHQDM52.EUR","IE00B5MMRT66.SGD","01117","LU1064130708.USD","IE00BZ08YR35.GBP","IE00BZ08YT58.USD","LU0821914370.USD","IE00BVYPNP33.GBP","LU1146622755.USD","IE00BZ08YS42.EUR","LU1328615791.USD","LU1048596156.SGD","LU1781817850.SGD","BK0196","LU1064131003.USD","IE00BYV24P56.USD","LU0890818403.SGD","BK0048","LU1969619763.USD","LU2328871848.SGD","IE00BMCWC346.EUR","BK0183","BK1553","LU1820825898.SGD","IE0005HP3H50.USD","BK0012","BK0086","BK0226","BK0070","LU0405327148.USD","BK0028","LU1580142542.USD","LU0405327494.USD","01432","IE00B543WZ88.USD","600887"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631751249","title":"現代牧業(01117)：現代牧業(集團)一季度營業收入34.52億元 按年增長11.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631751249","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2631751249?lang=zh_tw&edition=fundamental","pubTime":"2026-04-29 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